Finance Task Management with GTD Template

More finance templates

Ensure no financial deadline is missed with this comprehensive template designed for finance professionals. By visualizing and allocating time to pressing financial deadlines, you can stay on top of reporting, filing, and other time-sensitive tasks.

This template leverages the Getting Things Done (GTD) method to help you prioritize and manage tasks efficiently, reducing the risk of penalties or inaccuracies in your financial operations.

Get this template on priority matrix

Finance Task Management with GTD for Priority Matrix

Finance Task Management with GTD in Priority Matrix

Effectively manage financial tasks and deadlines using the GTD method.

You can start using Finance Task Management with GTD or other Finance 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 Urgent

  • Task 7: Vendor Payments - Due in 1 day
    ☐ Review vendor invoices ☐ Prepare payment ☐ Process payment
  • Task 8: Client Invoicing - Due in 3 days
    ☐ Prepare client invoices ☐ Send invoices ☐ Follow up for payment
  • Task 1: Prepare Quarterly Financial Report - Due in 2 weeks
    ☐ Collect financial data ☐ Analyse data ☐ Compile report
  • Task 2: Update Finance Policies - Due in 1 month
    ☐ Review current policies ☐ Identify areas for improvement ☐ Update policies ☐ Get approval from management

Critical but not Urgent

  • Task 5: Budget Planning for Next Quarter - Due in 2 months
    ☐ Review last quarter's spending ☐ Forecast for next quarter ☐ Prepare budget proposal
  • Task 3: Tax Filing - Due in 3 months
    ☐ Collect tax information ☐ Calculate tax ☐ File tax

Not Critical but Urgent

  • Task 4: Payroll Review - Due in 1 week
    ☐ Check payroll data ☐ Identify discrepancies ☐ Correct errors
  • Task 9: Financial Software Update - Due in 1 month
    ☐ Research software updates ☐ Implement updates ☐ Train staff on new features

Not Critical, Not Urgent

  • Task 10: Staff Performance Review - Due in 2 months
    ☐ Review staff performance ☐ Prepare feedback ☐ Conduct review meetings
  • Task 6: Annual Audit Preparation - Due in 6 months
    ☐ Organize financial documents ☐ Review financial statements ☐ Prepare for auditor's visit