Routines template
Work Routine Tracker
Track recurring work habits such as planning, inbox review, documentation, and daily shutdown without turning the habit into a project.
What this template includes
- Routine
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Notes
Best used for
This template is designed for personal systems, team routines, weekly reviews. It stays deliberately compact so you can adapt it to a live workflow without first removing a dozen decorative columns.
How to set it up
- List only routines that genuinely need a reminder or record.
- Define what done means for each routine before tracking it.
- Keep the tracker weekly unless the work is truly daily.
Recommended workflow
Check routines during your daily shutdown or weekly review.
Mark missed routines without rewriting the plan immediately.
Review the list monthly and remove routines that no longer serve a purpose.
Ways to customize it
- Add Frequency when some routines happen daily and others happen weekly.
- Add Owner if the tracker is shared by a team.
- Add Evidence when a routine produces a file, report, or visible update.
Common mistakes to avoid
- Tracking habits that do not affect your workday.
- Making the routine list so long that it becomes another project.
- Keeping outdated routines because they used to matter.
Template FAQ
What should I do before using this template with a team?
Duplicate the file, rename the working copy, add owners, and check that the editable columns match your actual workflow.
Can I add formulas or automations?
Yes, but add them after the manual workflow is clear. Simple templates are easier to audit, explain, and repair.
Why are these templates intentionally simple?
Most small teams need a shared record first. Extra dashboards and formulas can be added later when the process has proven useful.