Content Planning - Order Tracker - Template Version
Download and customize a free Content Planning Order Tracker Template Version Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
| Order ID | Client Name | Content Type | Title | Due Date Status Priority Assigned To Notes |
|---|---|---|---|---|
Content Planning Order Tracker Template Version
The Content Planning Order Tracker Template Version is a comprehensive, professionally designed Microsoft Excel workbook tailored for marketing teams, content creators, and project managers who need to streamline their content production workflows while tracking delivery timelines and resource allocation. This template merges the strategic intent of Content Planning with the operational rigor of an Order Tracker, delivering a unified system that ensures every piece of content—from blog posts to social media assets—is scheduled, assigned, monitored, and completed on time. Designed for scalability and ease-of-use, this Template Version supports both small teams and enterprise-level workflows.
Sheet Names
- Master Content Calendar
- Order Log
- Status Dashboard
- Team Assignments
- Template Instructions & Help
Table Structures & Column Definitions
Main Table: Order Log (Primary Data Entry Sheet)
This table serves as the central repository for all content orders. Each row represents one unique content piece.| Column | Data Type | Description |
|---|---|---|
| ID | Text (Auto-generated) | Unique identifier: CT-YYYY-MM-### (e.g., CT-2024-067) |
| Title | Text | Name of content piece (e.g., “10 SEO Tips for 2024”) |
| Type | Dropdown: Blog, Video, Social Post, Ebook, Newsletter | |
| Purpose | Dropdown: Awareness, Lead Gen, Retention, Branding | |
| Requested By | Text (Dropdown from Team Assignments) | |
| Assigned To | Text (Dropdown from Team Assignments) | |
| Due Date | Date | |
| Status | Dropdown: Draft, Review, Approved, Published, Delayed, Cancelled | |
| Publish Date | Date (Optional) | |
| Platform | Text: Website, LinkedIn, Instagram, YouTube | |
| Prioritized? | Boolean (Yes/No) | |
| Notes | Memo Field | |
| Days Late | Number (Formula) |
Additional Sheets
- Master Content Calendar: A monthly Gantt-style calendar view synced to the Order Log via formulas. Visualizes content flow across months.
- Status Dashboard: A dynamic summary sheet with charts and KPIs pulled from the Order Log using pivot tables and SUMIFS/COUNTIFS.
- Team Assignments: Static list of team members, roles, and capacity limits (e.g., “Max 10 items/month”), used for dropdown validation.
Key Formulas Used
=IFERROR(VLOOKUP([@[Assigned To]],TeamAssignments!$A:$B,2,FALSE),"Not Assigned")— Pulls team roles dynamically.=COUNTIFS(OrderLog[Status], "Published", OrderLog[Due Date], ">="&EOMONTH(TODAY(),-1)+1, OrderLog[Due Date], "<="&EOMONTH(TODAY(),0))— Monthly published content count.=AVERAGEIF(OrderLog[Days Late],">0",OrderLog[Days Late])— Average delay per month.=SUMPRODUCT((OrderLog[Prioritized?]="Yes")*(OrderLog[Status]="Draft"))— Tracks pending high-priority items.
Conditional Formatting Rules
- Status = “Delayed”: Red fill (cells where Days Late > 0 and Status ≠ Published or Cancelled)
- Status = “Approved”: Yellow fill
- Status = “Published”: Green fill
- Due Date within 3 days: Orange border
- Prioritized? = "Yes": Bold font + purple text color
Instructions for the User
Step 1: Enter your team members in the “Team Assignments” sheet. Populate their roles and weekly capacity.
Step 2: In “Order Log,” use dropdowns to assign content type, purpose, and responsible person. Never leave Status blank.
Step 3: Update the “Status” field daily. The dashboard auto-updates every time you save.
Step 4: Use the “Master Content Calendar” to visually plan content themes across months and avoid overlap.
Step 5: Weekly, review the “Status Dashboard” for bottlenecks (e.g., >3 items overdue). Adjust priorities accordingly.
All data is linked. Do not manually edit cells in the Status Dashboard or Master Calendar—they are formula-driven.
Example Rows from Order Log
| ID | Title | Type | Purpose | Assigned To | Due Date | Status |
|---|---|---|---|---|---|---|
| CT-2024-067 | 10 SEO Tips for 2024 | Blog | Lead Gen | Jane Doe | 25-Mar-2024 | |
| CT-2024-068 | TikTok Dance Challenge Guide| BRanding | John Smith | 30-Mar-2024 | | ||
| CT-2024-069 | Email: Spring Sale Announcement| 18-Mar-2024 | |
Recommended Charts & Dashboards
- Pie Chart: Distribution of content types across the month.
- Bar Chart: Number of tasks per team member (to balance workload).
- Line Graph: Published content trend over 3 months (measures Content Planning consistency).
- Gauge Chart: % On-Time Delivery Rate = (Published On Time / Total Published) * 100.
The Content Planning Order Tracker Template Version transforms chaotic content requests into a strategic, data-driven pipeline. By combining planning foresight with order-tracking precision, it ensures teams don't just create content—they create impactful, timely content that aligns with business goals. This template is not merely a spreadsheet; it's your operational compass for marketing success.
⬇️ Download as Excel✏️ Edit online as ExcelCreate your own Excel template with our GoGPT AI prompt:
GoGPT