What if a signer’s name differs from HR records?

Confirm the legal name with the signer and update the Assigned To field to match government or HR records. Mismatched names can create ambiguity for approvals and complicate payroll or legal validation later.

Is an electronic signature legally binding?

Yes in most circumstances under the ESIGN Act (15 U.S.C. ch. 96, 2000) and UETA where adopted; ensure intent, consent, attribution, and retrievable records to meet the four‑prong legal validity test.

When is notarization required?

Notarization is not typically required for a tasks report itself, but related affidavits, sworn statements, or contract exhibits may require notarization per state rules; verify requirements with the relevant state authority.

How should signed reports be archived?

Store the final signed PDF and audit trail in a secure repository with role-based access and retention policies aligned to IRS, HIPAA, or other applicable rules for your industry.

What if a signer disputes a completed report?

Preserve the original signed copy and audit trail immediately. Review authentication logs and, if necessary, engage legal counsel to assess signature validity and next steps.

How to fix a submitted but unsigned task item?

Reopen or recreate the task entry, re-route for signature, and maintain the prior version in the archive to preserve a complete history of changes and approvals.

Electronic Signature
Templates
Project Management
Project Management Tasks Report

Project Management Tasks Report

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT TASKS REPORT

Project Identification

Project Title

Project ID

Report Date

Client Name Service Provider

Project Manager:

Reporting Period (From):

Reporting Period (To):

Scope of Work (for reporting period)

Provide a concise description of the work performed during the reporting period. Include references to project phases, task groups, client-requested modifications, and any deviations from the agreed scope.

Out of Scope Items Identified

Tasks and Status

List individual tasks completed, in progress, or delayed. For each task include assignee, planned and actual dates, percent complete, hours logged, blockers, and a brief comment on progress.

Task 1 - Identifier and Summary

Assignee:

Planned Start:

Planned End:

Actual Start:

Actual End:

% Complete:

Hours Logged:

Blocked

Blocker Details / Comments

Task 2 - Identifier and Summary

Assignee:

Planned End:

Actual End:

% Complete:

Hours Logged:

Blocked

Blocker Details / Comments

Task 3 - Identifier and Summary

Assignee:

Planned End:

Actual End:

% Complete:

Hours Logged:

Blocked

Blocker Details / Comments

Deliverables and Acceptance

Record deliverables issued during the reporting period and the acceptance status against the mutually agreed acceptance criteria.

Deliverable 1 Description Acceptance Criteria

Accepted Accepted with reservations Not accepted

Acceptance Date:

Deliverable 2 Description Acceptance Criteria

Accepted Accepted with reservations Not accepted

Acceptance Date:

Timeline and Milestones

Summarize schedule adherence and milestone status. Note any approved schedule changes or critical path impacts.

Project Start Date:

Project End Date:

Milestones (most critical)

Budget, Costs and Change Orders

State current financial position, variances from budget, invoices submitted, and the formal process for change orders and approvals.

Total Contract Value Payments / Invoicing Status Change Order Summary There are change orders pending formal approval

Change orders affecting scope, price, or schedule must be issued in writing and signed by authorized representatives of both parties. No verbal change will be binding. Where a change order results in a schedule extension, the Service Provider shall propose a revised milestone plan and impact analysis contemporaneously with the change request.

Risks and Issues

Identify active risks and issues, assigned owner, mitigation actions, and residual impact. Include any contractual or client dependencies that require action.

Confidentiality and Data Handling

All project materials, reports, work products, and information exchanged under this report that are identified as confidential shall be treated in accordance with the existing confidentiality obligations between the parties. The Service Provider shall use commercially reasonable administrative, technical, and physical safeguards to protect client data and shall not disclose confidential information except as expressly permitted in writing.

By checking this box the signing party confirms continued compliance with confidentiality obligations

Governing Law

This report and any disputes arising out of it shall be governed by the laws of the jurisdiction specified below, without regard to conflict of laws principles. Venue for any action shall lie in the designated courts of that jurisdiction.

Governing Law Jurisdiction:

Certification

The undersigned certifies that, to the best of their knowledge, the information contained in this Project Management Tasks Report is accurate and complete. The undersigned further certifies that all work reported conforms to the contract requirements except as expressly noted above.

I certify the foregoing statements are true and accurate

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Tasks Report Is and when teams use it

A Project Management Tasks Report is a structured document that records project tasks, owners, due dates, status, and dependencies for a defined reporting period. It centralizes the project’s actionable items, progress metrics, and issues so stakeholders can review work completed, outstanding assignments, and risk items in one place. These reports vary by methodology (Agile, Waterfall, hybrid) but consistently provide a snapshot of task health, resource allocation, and next steps to support decision making and auditability across project lifecycles.

Why a formal Tasks Report improves project clarity

A consistent Project Management Tasks Report reduces ambiguity about responsibility and timing, helps identify blockers earlier, and creates an auditable record of decisions and status. It supports resource planning, client updates, and compliance requirements when documentation is required for audits or contractual milestones.

Who typically prepares and relies on this report

Project managers, delivery leads, and PMO teams usually prepare the report to coordinate work and inform stakeholders.

Program Managers and PMO — Use consolidated reports to track cross-project dependencies and resource conflicts, and to escalate issues to governance bodies.
Team Leads and Supervisors — Monitor individual contributor workloads and update task ownership and status for weekly reviews.
Clients and Sponsors — Rely on summarized task status and milestone progress for contract compliance and decision-making.

Recipients vary by project stage; ensure distribution lists match required approvers and any contractual stakeholders.

Core elements that make a professional Tasks Report effective

A clear structure and consistent fields let readers find information quickly. Include identifiers, owners, dates, priority, status, blockers, and commentary so the report can be used for tracking, audits, and handoffs.

Task Identifier

A short ID and title for each task to allow quick cross-referencing with issue trackers and change logs; use consistent naming.

Assigned Owner

Name and role for accountability; include backup contact and team when work spans multiple contributors or shifts.

Planned Due Date

Date the task is scheduled to be completed; use MM/DD/YYYY and update when baselines change to preserve auditability.

Current Status

Standardized status values (Not Started, In Progress, Blocked, Complete) with concise progress notes for context.

Dependencies

List upstream/downstream tasks and external dependencies; indicate any third-party or procurement impacts explicitly.

Risk / Issue Notes

Short description of impediments, mitigation steps, and owner for resolution to support escalation and timeline adjustments.

Step-by-step: creating and distributing the Tasks Report

Follow these sequential steps to prepare a consistent report that stakeholders can rely on for status and decision-making.

01

Collect Data: Aggregate tasks from the project tracker and team updates.
02

Verify Owners: Confirm assigned persons and backup contacts with team leads.
03

Update Status: Apply standardized status values and add brief notes for blocked items.
04

Distribute: Send to stakeholders with version noted and archive for records.

How electronic completion and routing typically flows

Digital workflows reduce manual handoffs by automating field placement, routing, and audit trail capture across the project approval chain.

Upload Document: Sender uploads the report to the eSubmission platform.
Place Fields: Sender maps signature, date, and initial fields as required.
Add Signers: Enter signer emails and set signing order or parallel routing.
Capture Audit Trail: System logs timestamps, IPs, and actions for compliance.

Recommended digital workflow settings for the report

Configure your eSubmission workflow to ensure correct routing, authentication, and record retention for each report cycle.

Field	Configuration
Signing Order	Set sequential or parallel based on approvals required.
Authentication	Use email + optional SMS or KBA for higher-risk approvals.
Notifications	Enable reminders at 3 and 7 days past due.
Retention	Set to retain final PDF and audit trail for compliance.

Technical requirements and common integrations

Choose a platform that supports PDF/Word files, audit trails, and integrations with core systems your team uses.

File Formats: PDF, DOCX, XLSX supported
Integrations: Salesforce, NetSuite, Google Workspace
Security: TLS and AES-256 encryption

Confirm the chosen platform can export signed documents, preserve histories, and meet any industry-specific compliance requirements before deployment.

Security and compliance considerations for electronic reports

Encryption in Transit: TLS 1.2/1.3

Encryption at Rest: AES-256

Access Controls: Role-based authentication

Audit Trail: Timestamped action history

Certifications: SOC 2 Type II; ISO 27001

Regulatory Support: ESIGN, UETA, HIPAA (BAA available)

Practical tips to keep reports accurate and useful

Adopt conventions and short checklists to reduce errors and speed preparation while maintaining legal reliability for records and approvals.

Standardize Fields

Use a template with fixed fields to avoid missing or inconsistent information between reporting periods.

Use Consistent Dates

Always use MM/DD/YYYY across fields to prevent misinterpretation and support automated parsing.

Lock Finished Versions

Archive signed PDFs with audit trails to prevent unauthorized edits after distribution.

Include Context

Add brief comments for delays or scope changes to provide an audit trail for future reviews.

Common mistakes to avoid when preparing the report

Mixing draft and final task lists in a single report, causing confusion about which items are actionable.
Using free‑text status labels instead of standardized values, which breaks automated rollups and filters.
Failing to confirm task ownership, leading to untracked responsibilities and delayed resolutions.
Distributing unsigned or unarchived versions, which removes the audit trail needed for compliance or dispute resolution.

Consequences of incomplete or inaccurate reporting

Contractual Delay: Missed milestone payments or liquidated damages risk

Operational Risk: Resource misallocation and schedule slips

Audit Exposure: Lack of a verifiable audit trail for compliance reviews

Dispute Risk: Increased likelihood of scope disagreement and claims

Regulatory Noncompliance: Failure to meet retention or privacy rules

Data Integrity: Unaudited edits that undermine record reliability

Typical timing and cycle expectations

Set clear submission and review deadlines so stakeholders know when to expect updates and when approvals are needed to keep the project on schedule.

Reporting Frequency:

Weekly or biweekly depending on project cadence

Owner Confirmation Cutoff:

24–48 hours before distribution to gate edits

Stakeholder Review Period:

48–72 hours for comments and signoff

Archive Final Version:

Store signed PDF after approvals are complete

Escalation Window:

Issue escalations if blockers persist beyond two reporting cycles

Key milestones in a report lifecycle

Use a numbered milestone flow so teams understand the sequence from draft to archived record and who is accountable at each stage.

01

Draft Compilation

Collect input and create the initial draft for owner review.

02

Owner Validation

Assigned owners confirm statuses, dates, and comments.

03

Stakeholder Approval

Required approvers sign or acknowledge the final report.

04

Archive and Distribute

Store signed copy and send to distribution list for records.

Representative eSignature vendor comparison for executing Project Management Tasks Reports

Compare basic pricing and key capabilities for common eSignature vendors to inform platform selection for report execution and archiving.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial (no CC)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (Premium)	Yes	Yes	Yes	Limited
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA)	Yes	Yes	No	No

Real-world examples of usage and outcomes

These examples illustrate how teams used digital workflows and structured task reports to address project needs and integration requirements.

Martin Properties

Local property manager standardized task reports across leases and maintenance schedules to speed approvals.

Resulted in consistent signatures across mobile and desktop.
Tim Martin, Founder of Martin Properties, reported that online processing allowed executing necessary documents with compliance and security while improving turnaround for tenants and vendors.

Xerox / NetSuite Integration

A global operations team integrated signed task reports with ERP records to automate approvals and financial posting.

Integration connected task completion to billing triggers.
Kodi-Marie Evans, Director of NetSuite Operations at Xerox, noted that flexible integrations enabled collecting the right signatures and syncing document status with the company’s NetSuite workflows.

FAQs and troubleshooting for Project Management Tasks Reports

Answers to common questions about preparing, signing, and storing the report, plus steps to resolve typical issues.

Need help? Contact support

What if a signer’s name differs from HR records?
Confirm the legal name with the signer and update the Assigned To field to match government or HR records. Mismatched names can create ambiguity for approvals and complicate payroll or legal validation later.
Is an electronic signature legally binding?
Yes in most circumstances under the ESIGN Act (15 U.S.C. ch. 96, 2000) and UETA where adopted; ensure intent, consent, attribution, and retrievable records to meet the four‑prong legal validity test.
When is notarization required?
Notarization is not typically required for a tasks report itself, but related affidavits, sworn statements, or contract exhibits may require notarization per state rules; verify requirements with the relevant state authority.
How should signed reports be archived?
Store the final signed PDF and audit trail in a secure repository with role-based access and retention policies aligned to IRS, HIPAA, or other applicable rules for your industry.
What if a signer disputes a completed report?
Preserve the original signed copy and audit trail immediately. Review authentication logs and, if necessary, engage legal counsel to assess signature validity and next steps.
How to fix a submitted but unsigned task item?
Reopen or recreate the task entry, re-route for signature, and maintain the prior version in the archive to preserve a complete history of changes and approvals.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now