Client Project Tracking and Sharing Template

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Clear and consistent communication with clients is crucial in consulting. This template helps senior managers effortlessly share project updates and tasks using Priority Matrix, fostering transparency and client satisfaction. It includes a comprehensive list of tasks from setting up the project to monthly reviews and resolving issues.

By following this template, you can ensure your clients are always informed and that your project management process remains streamlined and efficient.

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Client Project Tracking and Sharing for Priority Matrix

Client Project Tracking and Sharing in Priority Matrix

Seamlessly share project updates, tasks, and notes with clients to ensure everyone stays informed and aligned.

You can start using Client Project Tracking and Sharing or other Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical and Immediate

  • Task 1: Set Up Project in Priority Matrix due in 1 day
    ☐ Define project scope ☐ Identify key tasks ☐ Assign task owners
  • Task 2: Detailed Breakdown of Tasks due in 1 week
    ☐ Identify subtasks for each main task ☐ Estimate time required for each subtask
  • Task 3: Assign Tasks to Team Members due in 1 week
    ☐ Assign tasks based on team member skills and availability ☐ Set deadlines for each task

Critical but Not Immediate

  • Task 4: Share Project with Clients due in 2 weeks
    ☐ Prepare project overview ☐ Share project link with clients
  • Task 5: Weekly Project Update due in 3 weeks
    ☐ Prepare weekly progress report ☐ Share report with clients

Not Critical but Immediate

  • Task 6: Resolve Project Issues due in 1 month
    ☐ Identify project issues ☐ Assign team members to resolve issues
  • Task 7: Update Clients on Project Issues due in 5 weeks
    ☐ Prepare issue report ☐ Share report with clients
  • Task 8: Monthly Project Review due in 6 weeks
    ☐ Review project progress ☐ Adjust project plan if necessary

Not Critical or Immediate

  • Task 9: Update Project Plan due in 2 months
    ☐ Identify required changes to project plan ☐ Implement changes in Priority Matrix
  • Task 10: Share Updated Project Plan with Clients due in 9 weeks
    ☐ Prepare updated project overview ☐ Share updated project link with clients