Tax Team Collaboration Template

Tax Team Collaboration in Priority Matrix

Enhance collaboration within your tax team by sharing tasks, notes, and updates efficiently.

You can start using Tax Team Collaboration or other Legal-Services 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 Tasks

• Task 1: Set Up Priority Matrix Account
  ☐ Sign up ☐ Learn the basics of using it ☐ Invite team members
• Task 2: Establish Team Communication Norms
  ☐ Discuss and decide on communication channels ☐ Set expectations for response times
• Task 4: Assign Tasks to Team Members
  ☐ Identify tasks ☐ Assign tasks to team members
• Task 5: Check in on Task Progress
  ☐ Check progress of tasks ☐ Provide feedback and assistance

Long Term Goals

• Task 10: End of Year Review
  ☐ Review case outcomes ☐ Plan for next year
• Task 3: Share Case Overview
  ☐ Compile case details ☐ Share with team
• Task 7: Monthly Case Review
  ☐ Review case progress ☐ Adjust strategy if needed
• Task 9: Quarterly Team Meeting
  ☐ Plan meeting ☐ Discuss case progress, challenges, and successes

Short Term Goals

• Task 6: Share Weekly Updates
  ☐ Compile updates ☐ Share with team

Low Priority/Informational

• Task 8: Share Professional Development Opportunities
  ☐ Identify opportunities ☐ Share with team