Team Project Management & Task Sharing Template

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Effective collaboration is critical in the consulting industry, ensuring that teams operate with unified objectives and deliver top-notch client service. This template helps you seamlessly share project updates, tasks, and notes with your team members.

From setting up a project management tool to conducting a project review, follow the step-by-step tasks to keep everyone informed and aligned throughout the project lifecycle.

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Team Project Management & Task Sharing for Priority Matrix

Team Project Management & Task Sharing in Priority Matrix

Seamlessly share project updates, tasks, and notes with your team for effective collaboration.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Setup Project Management Tool
    ☐ Research best project management tools ☐ Select tool ☐ Setup account and team
  • Task 2: Define Project Scope and Objectives
    ☐ Identify project goals ☐ Define project timeline ☐ Outline project deliverables

High Impact, Long Term

  • Task 3: Assign Tasks to Team Members
    ☐ Identify team roles ☐ Assign tasks based on roles ☐ Communicate task responsibilities
  • Task 4: Develop Communication Plan
    ☐ Define communication channels ☐ Set communication frequency ☐ Create communication guidelines

Low Impact, Quick Wins

  • Task 5: Implement Task Tracking System
    ☐ Define task tracking process ☐ Implement task tracking in project management tool ☐ Train team on task tracking process
  • Task 6: Regular Project Updates
    ☐ Develop update template ☐ Schedule regular updates ☐ Deliver updates to team

Low Priority / Etc.

  • Task 7: Monitor Project Progress
    ☐ Track task completion ☐ Identify issues and roadblocks ☐ Adjust project plan as needed
  • Task 8: Conduct Project Review
    ☐ Collect feedback from team ☐ Analyze project success and areas for improvement ☐ Document lessons learned