Team Project Dashboard Creation Template
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In the fast-paced alternative finance industry, maintaining team alignment and efficiency is crucial. This template helps you create a project dashboard that provides a shared view of tasks and priorities, ensuring everyone is on the same page.
Follow these steps to identify key tasks, choose the right project management tool, and keep track of progress. Enhance team collaboration and productivity with this comprehensive guide.
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Team Project Dashboard Creation in Priority Matrix
Keep your team aligned and efficient with a clear, visible project dashboard.
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Proposed Tasks
Immediate Action
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Task 1: Identify Key Tasks - due in 1 day
☐ Identify the key tasks ☐ List down the tasks ☐ Rank them in order of priority -
Task 2: Choose a Project Management Tool - due in 3 days
☐ Research on various tools ☐ Consider the needs of the team ☐ Choose the most suitable tool
Strategic Planning
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Task 3: Create a Project in the Tool - due in 1 week
☐ Sign up for the tool ☐ Create a new project ☐ Name the project -
Task 4: Add Tasks to the Project - due in 1 week
☐ Add all the tasks to the project ☐ Assign due dates ☐ Assign team members -
Task 10: Create a Report on the Project - due in 2 months
☐ Collect data on the project ☐ Analyze the data ☐ Create a report
Ongoing Tasks
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Task 5: Share the Project with the Team - due in 2 weeks
☐ Send invites to the team ☐ Ensure everyone has access ☐ Get feedback on the project -
Task 6: Monitor the Progress of the Project - due in 3 weeks
☐ Regularly check the progress ☐ Address any issues ☐ Ensure tasks are being completed on time -
Task 9: Review the Project - due in 2 months
☐ Review the effectiveness of the project ☐ Get feedback from the team ☐ Make improvements if needed
Future Considerations
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Task 7: Update the Project as Needed - due in 1 month
☐ Add new tasks as they come up ☐ Update the status of completed tasks ☐ Modify due dates if needed -
Task 8: Regularly Communicate with the Team - due in 1 month
☐ Hold regular team meetings ☐ Address any concerns ☐ Keep the team motivated