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Work Order Template for Excel, PDF

Use this work order template to document the work you've done and request payment.

    Download Free Template

    Available for Excel & PDF

    Template Highlights

    • Add the requestor's name & contact information, as well as the request's priority level and who completed it
    • Leave room for a description of incomplete work, if applicable
    • Use the signature fields to cross your Ts and dot your Is
    • Download it as a PDF or Excel file
    • Print it, email it, shout it from the rooftops

     

    What is a work order template?

    A work order template is a customizable document used to assign and manage specific jobs, tasks, repairs, and general operational work that needs to be completed within an organization. Work orders capture all the necessary details about a piece of work so it can be formally tracked and managed from assignment to completion.

    Common use cases for a work order include:

    • Marketing initiatives: Pay-per-click ads, SEO campaigns, or email marketing.
    • Software updates: Debugging apps, optimizing algorithms, or enhancing machine learning models with new data.
    • General workplace requests: Providing administrative support, cleaning, or setting up for an event.

    Unlike a basic spreadsheet or printed to-do list, a work order template allows work tasks to be categorized by department, building area, type of request, and other parameters that make the work orders easier to organize, assign, and prioritize.

    Benefits of using a work order template

    According to data from Formstack, 72% of employees believe inefficient processes significantly impact their ability to get work done.

    For instance, inconsistent processes in the creation of ad materials or blog posts in SEO campaigns can cut into productivity and efficiency.

    By centralizing all workplace tasks into an established work order template, teams eliminate process inefficiencies and prevent work delays or blockers across teams.

    Instead of tracking down submission forms, guessing the right department contacts, and submitting requests through fragmented channels, employees access a unified system for all internal work through a single, consistent template.

    What to include in a work order template

    The goal of an effective work order template is to capture all necessary details to successfully assign, track, and complete required work.

    For example, here are some key fields you’ll typically want to include:

    • Brief description: High-level overview of the request or issue.
    • Contact information: Who submitted the request and their department.
    • Assignee: The team responsible for completing the work.
    • Due date: Date the work needs to be finished.
    • Priority level: Categorization of urgency such as high, medium, or low.
    • Status field: Stage tracking from open to in-progress to closed.
    • Approvals: Sign-offs after completion by key stakeholders.

    Frequently Asked Questions

    A work order can come from a client or someone within your organization. It outlines a request for a project, service, or other task.

    Work order due dates vary significantly based on complexity, priority, parts/equipment availability, and required effort. However, well-constructed work orders should have reasonable due dates assigned based on the expected time estimate.

    An effective work order template strikes a balance between enough detail to clearly capture the task requirements while avoiding unnecessary fields that complicate submission.

    It sure is. Once you’ve entered your contact information, you can instantly download this work order template (along with all the other templates in this collection!). That’s it.

    Yes, you can! The work order template is fully customizable.

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