Sales Team Task Management Template

Sales Team Task Management in Priority Matrix

Ensure clear communication and alignment within your sales team by sharing tasks and updates in real time.

You can start using Sales Team Task Management or other Sales Project Templates with Priority Matrix in just a few steps:

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2. Start adding your items to the matrix
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Proposed Tasks

Critical and Immediate

• Task 1: Identify Project Management Tool (due in 1 week)
  ☐ Research suitable project management tools ☐ Compare features and pricing
• Task 2: Procure Project Management Tool (due in 2 weeks)
  ☐ Purchase or subscribe to the selected tool ☐ Set up the tool for the team
• Task 3: Set up Project (due in 3 weeks)
  ☐ Create a new project in the tool ☐ Add team members to the project

Important but not Urgent

• Task 4: Create Task Template (due in 4 weeks)
  ☐ Design a template for tasks ☐ Test the template
• Task 5: Train Team on Tool Usage (due in 5 weeks)
  ☐ Organize a training session ☐ Conduct the training ☐ Address any queries

Less Critical but Immediate

• Task 6: Assign Initial Tasks (due in 6 weeks)
  ☐ Assign tasks to team members ☐ Ensure understanding of tasks
• Task 7: Monitor Task Progress (due in 7 weeks)
  ☐ Check task progress regularly ☐ Address any issues

Less Important and not Urgent

• Task 8: Provide Feedback (due in 8 weeks)
  ☐ Provide feedback on task completion ☐ Discuss improvements if needed
• Task 9: Update Task Template (due in 9 weeks)
  ☐ Make necessary changes to the task template ☐ Test the updated template
• Task 10: Regular Team Meetings (due in 10 weeks)
  ☐ Organize regular team meetings ☐ Discuss task progress and issues