How to Make a Project Management Calendar (With Tools & Templates)

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A project management calendar helps you plan and organize project tasks in no time. It’s a tool that creates a visual timeline for your team’s work, keeping everyone on the same page about deadlines, responsibilities, and progress.

But how do you go about creating one that truly meets your team’s needs?

In this blog post, we’ll walk you through the steps to create a project management calendar that not only organizes your tasks but also enhances team collaboration and productivity. Whether you’re a seasoned project manager or just starting out, this guide will provide practical tips and insights to help you navigate your project planning process with ease.

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What Is A Project Management Calendar?

A project calendar or a project planning calendar is a tool to help you organize a project’s timeline. It lets you plan project milestones and ensure you deliver things on time. 

But a planning management calendar is just one of the four calendars involved in project management. 

You also have a:

  • Base calendar: template that all other calendars are built on. It defines the project’s standard working times, including each working day and non working day
  • Resource calendar: highlights how specific resources (human or non-human) will be utilized during the project duration
  • Task calendar: for specific or one-off tasks that fall outside the scope of a regular project 
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Types of Project Management

When tailoring your project management strategy, it’s crucial to explore the different types of project calendars and select the one that best suits your team’s needs and circumstances. Here’s an overview of some of the main types you might consider:

Base Calendar: This is the primary calendar upon which all other calendars are built and modified based on the project’s requirements. The base calendar outlines your standard working times, including which days are regularly defined as work days and non-working days.

Resource Calendar: In project management, effective resource allocation is vital. The resource calendar is tailored toward this aspect and is designed to track the availability of specific resources (be it individuals, teams, or physical resources) throughout the project.

Task Calendar: As the name suggests, the task calendar focuses primarily on project tasks. It guides the scheduling of project activities that are outside the normal working days and hours defined in the base calendar, offering a detailed overview of task deadlines and progress.

Project Management Calendar: A project management calendar is your integrated, all-encompassing tool. It combines the elements of the base, resource, and task calendars and provides a comprehensive view of the project timeline, including task commencement, progress, deadlines, and resource utilization.

Agile Project Calendar: If your team utilizes an Agile approach, an Agile project calendar is ideal. This calendar type allows for frequent adjustments and alterations, keeping up with changing priorities and quick sprints of work.

Hybrid Project Calendar: A hybrid calendar is for teams using a combination of project management methodologies. It provides a more flexible and adaptable approach to scheduling and task management.

These are not mutually exclusive; often, several types are used together for a single project. By identifying the right type of project management calendar for your project, you can help ensure a smooth pathway to your project goals.

Benefits of a Project Management Calendar

In general, project management calendars are used for three key purposes:

Better Task Scheduling

A project calendar allows you to line project tasks one after another in a chain of events. 

This way you always know what to do next.

A locked and loaded project calendar means that your project can practically run on autopilot, 

while you kick back and relax with a cup of coffee! 

Improved Resource Management

A project planning calendar for task management will show you what your project team has on its schedule in the upcoming days, weeks, or months.

This information is crucial for a project proposal and plan because a certain team, key executive, or any other resource may only be available at certain times. 

You can now quickly see what each person is working on and then build your project schedule of complex projects around their availability.

This way, you assign tasks to project team members only when they’re ready to take them on.

Now that’s what we call award-winning human resource management!

Check out these resource planning templates!

Time Management

A calendar for project management records your project milestones at each stage and reports when they should be achieved. 

Moreover, when you predict roadblocks and challenges in your path, you can prepare to work around them, helping you estimate the final delivery deadline more accurately. 

You can’t ignore the life-saving (or should we say project saving?) powers of a project planning calendar. 

So let’s see what tools you can use to make the most of your time on the project. 

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How to Create a Project Management Calendar

Setting up an effective project management calendar encompasses several key steps. Let’s take a look at this process:

1. Identify your project’s needs: Before creating a calendar, it’s crucial to identify all the tasks needed to complete your project. Define what needs to be done, and who will be responsible for different tasks.

2. Set project milestones and deadlines: Break down your project into key milestones and establish clear deadlines for each. This will provide a clear timeline for your project.

3. Choose your calendar platform: Decide on a project management tool to use for creating your calendar. ClickUp, for instance, is a reliable choice with its powerful calendar feature and other project management capabilities.

4. Set up your base calendar: Using your chosen platform, establish your base calendar by setting standard working days and times for your project.

5. Create a task calendar: Create a detailed task calendar that outlines the sequence and timeline of all the tasks required for the project.

6. Setup a resource calendar: Concurrently, set up a resource calendar to monitor the availability and allocation of your resources. This will help prevent over-scheduling or under-utilizing your available resources.

7. Combine all calendars: Integrate the base, task, and resource calendars to form your main project management calendar. This will offer a complete view of your project’s timeline and resource allocation.

8. Monitor and update your calendar: Continuous monitoring and updating of your project management calendar is crucial to keep track of progress and adjust the schedule as needed.

Creating a well-structured project management calendar is an essential step for successful project management. It streamlines the scheduling, accountability, and tracking of your tasks, making it easier for your team to achieve its c. Remember, the steps may vary depending on your specific project’s needs or your chosen project management tool.

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Project Management Calendar Best Practices

To make the most of your project management calendar, consider the following best practices:

1. Clearly Define Tasks: Ensure that all tasks are clearly and thoroughly defined to eliminate any ambiguity. Vague tasks can lead to confusion and ultimately hinder progress.

2. Set Realistic Deadlines: Assign realistic deadlines for each task. Unrealistic timelines can lead to stress, lower quality of work, and missed milestones.

3. Color Code Tasks: Use color coding to quickly identify task categories, priorities, or teams responsible. This practice enhances your calendar’s visual appeal and aids in easier navigation.

4. Leverage Integrated Tools: Use integrated tools like ClickUp to streamline your calendar management. Not only does it save you time by pulling in data from other parts of your project, but it also keeps everything organizationally cohesive and accessible in a centralized place.

5. Regularly Update Your Calendar: Your project management calendar should be a live document, updated often as tasks progress, or new tasks are identified.

6. Involve Your Team: Involve your team in calendar creation and maintenance so everyone understands the timeline, their responsibilities, and any potential impact on the project’s deadline.

7. Avoid Overbooking: Be careful not to overbook any team members. Ensure that the task allocation takes into account their existing commitments, capability, and bandwidth.

8. Review Regularly: Regularly review your project management calendar with your team to ensure everyone knows what needs to be accomplished and by when. This is also a great way to address any potential issues early.

By following these best practices, you can maximize the effectiveness of your project management calendar and keep your project on track.

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Project Management Calendar Tools

Here are some commonly used project management calendar platforms: 

1. ClickUp

Manage and organize projects, and schedule tasks across the flexible Calendar view to keep teams in sync

ClickUp isn’t just a run-of-the-mill productivity platform; it’s an all-encompassing solution with 15+ customizable Views, including ClickUp’s Calendar View! This feature allows teams to observe all their meetings, activities, and tasks – whether on a daily, weekly, or monthly basis – all in one place, facilitating both in-depth and bird’s-eye-view planning.

But that’s just the beginning! With the ability to personalize both individual and team Calendar views, you can:

  • Activate Me Mode to see and promptly address all the comments, checklist contributions, and subtasks assigned to you
  • Use Filters to locate tasks that fit your particular criteria instantly
  • Adjust task card settings to include details such as assignees, priority level, time tracked, and more

This level of organization is a game-changer. Bringing planning and task distribution to a whole new level, it drastically minimizes clutter and augments team productivity.

The best features of ClickUp include:

  • Over 1,000 integrations with various work tools such as Zoom, Slack, Google Workspace, Microsoft Office, and many others to streamline your workload
  • Accurate scheduling of deadlines and Milestones through detailed Start Dates, Due Dates, and Exact Times
  • Color-coding for tasks to categorize your schedule by project, priority, and other variables
  • Filters that allow you to view tasks, subtasks, priorities, and time spent on each task according to your preferences
  • Assignment of multiple people on tasks for maximum transparency and progress tracking
  • A wide array of visual collaboration tools available on all pricing tiers
  • Custom task statuses for quick and efficient progress updates
  • Ready-to-use calendar templates perfect for managing content, scheduling events, and more

Amplify your team’s collaboration and simplify scheduling by utilizing ClickUp’s Weekly Calendar Template. With ClickUp’s shared calendars, coordinating and aligning schedules with team members and clients has never been easier.

Unlock productivity by mastering your week with ClickUp’s Weekly Calendar Template

2. Microsoft Excel

Many teams use Excel as their project management tool, so it makes “sense” to use Excel as a default calendar, right?

Sure, you can create calendars in Excel spreadsheets, but that doesn’t mean you should. 

Excel may work for a long-term timeline or a simple project. 

But for actually completing tasks and doing day-to-day work? It’s not happening.

For starters, you’ll need to create your calendar in an Excel spreadsheet manually (kind of like creating a calendar in Google Sheets or Google Doc). 

And even then, Excel cell sorting functions are not intuitive for all types of projects. 

It involves ribbons, modules, and code. 

Yes, actual coding!

Additionally, the incredibly limited mobile versions of Excel or a Google Sheet means that they can never truly be called a project calendar app

Why burden your team members by keeping up with Excel? 

What software engineer wants to update Excel? What designer wants to update Excel?

The hard truth about Excel is that project managers prefer Excel because it’s familiar. This gets passed on to their employees who then feel like they must work in Excel, too.

Related: Check out the 6 Best Excel Alternatives & How to Make a Calendar in Microsoft Word! 😊

3. Google Calendar

google calendar 3 day view
Google Calendar three-day view example

If you already use Google Calendar to manage your meetings and appointments with your work team, then you may be tempted to turn it into a team calendar for your projects.

No wonder it’s one of the most widely used Google apps! 

But Google Calendar works best for automatic reminders of upcoming projects — not as the main avenue for task management.

So what’s missing?

Dependencies, for one. 

Google Calendar has no great way to link project tasks and projects together. They can only show you what’s due. Moreover, you can’t drill down into any task specifics.

It’s also challenging to keep track of project details, attachments, and to-do lists in Google calendar. 

You can’t even add a new calendar for each new project. 

Imagine being stuck with a default calendar view! 

Ugh. 

That’s why Google project management isn’t really an option for serious collaborators. 

But, If Google Calendars work best for your team, integrate them with ClickUp! ClickUp’s Google Calendar integration allows you to quickly convert events to tasks and view tasks directly within Google Calendar, so everyone can stay up-to-date on their work.

You can also link tasks and events together to streamline your workflow. With the integration enabled, any changes made in ClickUp will be mirrored in Google Calendar, ensuring that all of your team’s

Google Calendar and ClickUp integration

Viewing synced events from Google Calendar in ClickUp’s Calendar view

4. Microsoft Project

Microsoft Project was a pioneer in the project management field, inspiring a new generation of project management software. 

So it’s pretty much a part of the project management lore.

However, none of this compensates for its complicated and primitive calendar options.

For starters, MS Project requires intensive training. Only high-level executives with sufficient experience in the field can use it. 

Secondly, you can either purchase its desktop-enabled version or the cloud-based version, but not both at the same time. And even then, it’s quite expensive for freelancing professionals or small businesses. 

Check out our list of top Microsoft Project alternatives.

So if Excel is too nerdy, Google Calendar is too basic, and MS Project is too complicated (and expensive), what do you use? 

The best project management calendar is right in front of you. 

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Create your Team’s Project Management Calendar with ClickUp

There’s no better way to streamline your team’s workflow than with a well-rounded project calendar. With project management calendar tools like ClickUp, you can easily create a project planning calendar that enhances productivity while fostering team collaboration.

But remember, no matter how efficient your system may be, the real game-changer is execution. Heed your calendar’s guidance, follow through with the work, and maintain open communication channels. And for that extra boost of productivity, make ClickUp your ally!

Toss out your standalone desktop calendars and embrace the future of project management with ClickUp today. It’s time to elevate your team’s performance to a whole new level!

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