General Office Toolkit
Every office, whatever it does, runs on tasks that need an owner and a due date, meetings whose decisions must be written down, and expenses that someone has to claim back.
These everyday templates work in any profession. They are simple enough to use on day one and tidy enough to send to your manager or client.
Made for: Anyone who works in an office: team leads, project coordinators, executives and assistants.
What each one does
✅ Task & Project Tracker (Excel)
One list for everything your team has to do. Each task has an owner, priority, due date and status; overdue tasks turn red and the Dashboard counts tasks by status and by owner with a chart you can paste into a report.
- Tasks sheet: task, project, owner, priority, start, due, status, percent done, notes; days left and overdue flag
- Drop-down lists for status and priority
- Dashboard: totals by status, by owner and by priority, overdue count and a bar chart
🗒️ Meeting Minutes (Word)
A clear minutes-of-meeting (MOM) format: who was there, what was discussed, what was decided and who will do what by when. The action items table is the part people read, so it comes right after the decisions.
- Meeting title, date, time, place or link, chair and minute-taker
- Attendees and apologies
- Agenda with discussion notes and decisions for each point
🧮 Expense Claim Form (Excel)
Claim back what you spent for work in a format your accounts team will accept. List each bill with its date, category and amount; the form totals by category, subtracts any advance you were given and shows the net amount to be paid to you (or returned).
- Employee, department, purpose and period
- 25 bill lines with date, category (travel, food, lodging, local conveyance, phone, office supplies, other), description, bill number and amount
- Totals by category, advance taken and net payable
⚡ Online Expense Claim Maker
Fill in your bills and get a neat expense claim with category totals, advance adjustment and net payable, ready to print and sign. Your name and department are remembered on this device.
- Employee and claim details
- Bill lines with date, category, description and amount
- Category totals, advance and net payable
Good to know
- Every template is free and contains no macros, so it opens without security warnings.
- Yellow cells are for typing; grey cells calculate by themselves and are protected against accidental overwriting (Review › Unprotect Sheet, no password).
- Online tools keep your details only in this browser on this device. Nothing is uploaded.
- Tax rates and statutory limits mentioned in these files are a help, not advice: check the current rules before relying on them.