Research Management - Chore Chart - Tracking View
Download and customize a free Research Management Chore Chart Tracking View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
| Task ID | Task Name | Description | Assigned To | Department | Due Date Status Priority Last Updated Notes/Comments |
|---|---|---|---|---|---|
| < / td > | < / td > | <> < t d >< / t d >< t d >< / t d><< / | |||
| < / td > | < / td > | <> < t d >< / t d >< t d >< / t d><< / | |||
| < / td > | < / td > | <> < t d >< / t d >< t d >< / t d><< / | |||
| < / td > | < / td > | <> < t d >< / t d >< t d >< / t d><< / | |||
| < / td > | < / td > | <> < t d >< / t d >< t d >< / t d><< / |
Research Management Chore Chart – Tracking View Excel Template
This comprehensive Excel template is designed specifically for Research Management teams who need to organize, monitor, and optimize the execution of routine research tasks through a structured Chore Chart. The Tracking View version provides a dynamic, real-time dashboard for project leads and principal investigators to oversee progress, identify bottlenecks, and ensure accountability across all research activities. Unlike generic task trackers, this template is tailored for academic and industrial research environments where repetitive yet critical tasks — such as sample labeling, equipment calibration, data backup schedules, literature reviews per topic area, IRB renewal follow-ups — must be tracked with precision.
Sheet Structure
The template consists of five interconnected sheets:- Tasks Master List
- Research Team Assignments
- Tracking View Dashboard
- Status LogStatus Log (Auto-generated)
- Data Insights & Charts (Dashboard)
Table Structures and Column Definitions
Tasks Master List Sheet
This master sheet catalogs every recurring research chore. Each row is a distinct task with the following columns:- Task ID (Text): Unique identifier (e.g., RC-001, DC-127).
- Task Name (Text): Description of the chore (e.g., “Calibrate HPLC Machine,” “Update Zotero Library”).
- Category (Dropdown): One of: Lab Equipment, Data Management, Documentation, Compliance, Literature Review, Communication.
- Frequency (Text): Daily / Weekly / Biweekly / Monthly / Quarterly.
- Estimated Time (Number – minutes): Average time required to complete task.
- Required Skill Level (Dropdown): Basic, Intermediate, Advanced.
- Dependencies (Text): Other tasks this one depends on (comma-separated Task IDs).
Research Team Assignments Sheet
Maps personnel to tasks:- Staff ID (Text): Unique team identifier.
- Name (Text): Full name of researcher.
- Role (Dropdown): PI, Postdoc, PhD Student, Technician, Admin.
- Available Hours/Week (Number): Max weekly capacity for chore work.
- Assigned Tasks (Text – comma-separated Task IDs)
Tracking View Dashboard Sheet
The central hub of the template. Automatically pulls data from the other sheets via formulas.- Date (Date): Today’s date or selected reporting date.
- Task ID (Text): Reference to Tasks Master List.
- Task Name (Text)
- Assigned To (Text): Pulls from Research Team Assignments using VLOOKUP or XLOOKUP.
- Status (Dropdown: Not Started / In Progress / Completed / Delayed)
- Last Completed Date (Date)
- Due Date (Date): Calculated based on frequency and last completion.
- Days Overdue (Number): =IF(TODAY()>[Due Date], TODAY()-[Due Date], 0).
- Prioritized? (Yes/No): Automatically set if “Days Overdue” > 3 or category = Compliance.
Key Formulas
=IF([Status]="Completed", TODAY(), "")— Auto-updates Last Completed Date when status changes.=IFERROR(VLOOKUP([Task ID], 'Tasks Master List'!A:F, 2, FALSE), "Not Found")=IF([Frequency]="Daily", [Last Completed Date]+1, IF([Frequency]="Weekly", [Last Completed Date]+7, ...))— Dynamic Due Date logic.=COUNTIFS('Tracking View Dashboard'!F:F,"Completed") / COUNTA('Tracking View Dashboard'!A:A)*100— Overall completion rate (%) on dashboard.
Conditional Formatting Rules
- Red fill: If “Days Overdue” > 3.
- Yellow fill: If “Days Overdue” = 1–3 and frequency is daily/weekly.
- Green fill: If status = "Completed".
- Bold + Red Text: If “Prioritized?” = Yes.
User Instructions
- In the Tasks Master List, add all recurring research chores at project inception. Use dropdowns for consistency.
- Assign team members in Research Team Assignments. Ensure capacity doesn’t exceed available hours per week.
- Each day or on designated reporting days, update Status in Tracking View Dashboard.
- Never manually edit Due Date — it auto-calculates based on frequency and last completion.
- Use the Data Insights sheet to view weekly trends. Refresh PivotTables if data changes.
- If a task is canceled or retired, mark its status as “Archived” in Tasks Master List rather than deleting it.
Example Rows
| Task ID | Task Name | Assigned To | Status | Last Completed Date | Due Date |
|---|---|---|---|---|---|
| RC-001 | Daily backup of raw imaging data | Alice Chen (Technician) | Completed | 2024-06-15 | 2024-06-16 |
| Rc– 137< /Td >< td > Weekly IRB compliance checklist review< / Td >< td > Dr. Patel (PI) < / Td >< td > Delayed < / Td >< td>2024-06-10 | 2024-06-17 | ||||
| DC-188 | Clean and sterilize centrifuge | Rajiv Kumar (Postdoc) | In Progress | 2024-06-15 | 2024– 06– 15< / Th > |
Recommended Charts & Dashboards
The “Data Insights & Charts” sheet includes:
- Pie Chart: % of tasks by category — reveals workload imbalance.
- Line Chart: Weekly completion rate trend over 12 weeks.
- Bar Chart: Top 5 overdue tasks with assigned personnel.
- KPI Tiles: Overall completion %, total overdue items, average task duration.
This template transforms chaotic research workflows into a predictable, accountable system. With the Tracking View, delays are flagged immediately; team members see their responsibilities clearly; and principal investigators gain data-driven visibility — making it an indispensable tool for modern Research Management. The chore chart structure ensures that even mundane but essential tasks receive attention, reducing risks of protocol failures, data loss, or audit non-compliance.
Note: This template is optimized for Microsoft Excel 365 and supports dynamic arrays. For older Excel versions, replace XLOOKUP with VLOOKUP and use named ranges for formulas. ⬇️ Download as Excel✏️ Edit online as ExcelCreate your own Excel template with our GoGPT AI prompt:
GoGPT