Legal Task Assignment and Tracking Template

Legal Task Assignment and Tracking in Priority Matrix

Coordinate and track legal tasks efficiently to ensure deadlines are met and team members stay on the same page.

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Proposed Tasks

Low Priority, Long Term

• Annual Task Review
  ☐ Review task progress on an annual basis ☐ Adjust task assignments as needed
• Assign Tasks
  ☐ Identify tasks to be assigned ☐ Assign tasks to team members in the task management tool
• Define Task Categories
  ☐ Identify different types of tasks ☐ Create categories in the task management tool
• Monthly Task Review
  ☐ Review task progress on a monthly basis ☐ Adjust task assignments as needed
• Quarterly Task Review
  ☐ Review task progress on a quarterly basis ☐ Adjust task assignments as needed
• Task Addition
  ☐ Identify tasks that need to be added ☐ Add tasks in the task management tool
• Task Assignment System Set Up
  ☐ Choose a task management tool ☐ Set up accounts for all team members ☐ Train team on how to use the tool
• Task Completion Reporting
  ☐ Track task completions in the task management tool ☐ Report task completions to management
• Task Deadline Adjustment
  ☐ Identify tasks that need deadline adjustment ☐ Adjust task deadlines in the task management tool
• Task Delay Reporting
  ☐ Track task delays in the task management tool ☐ Report task delays to management
• Task Deletion
  ☐ Identify tasks that need to be deleted ☐ Delete tasks in the task management tool
• Task Management Tool Maintenance
  ☐ Maintain the task management tool to ensure it's running smoothly
• Task Management Tool Training
  ☐ Train new team members on how to use the task management tool
• Task Management Tool Troubleshooting
  ☐ Troubleshoot any issues with the task management tool
• Task Management Tool Upgrade
  ☐ Upgrade the task management tool to the latest version
• Task Priority Adjustment
  ☐ Identify tasks that need priority adjustment ☐ Adjust task priorities in the task management tool
• Task Progress Reporting
  ☐ Track task progress in the task management tool ☐ Report task progress to management
• Task Reassignment
  ☐ Identify tasks that need to be reassigned ☐ Reassign tasks in the task management tool
• Track Task Progress
  ☐ Monitor task progress in the task management tool ☐ Provide feedback and assistance as needed
• Weekly Task Review
  ☐ Review task progress on a weekly basis ☐ Adjust task assignments as needed