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Ensure your marketing team stays informed and aligned with this comprehensive task tracking and sharing template. Designed specifically for financial services, this template facilitates effective collaboration by allowing you to share campaign updates, tasks, and notes seamlessly with colleagues.
By implementing this template, you can enhance your team's communication, keep everyone on the same page, and drive successful marketing campaigns.
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Team Project for Task Tracking and Sharing in Priority Matrix
Streamline your team's collaboration with seamless task tracking and sharing.
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Proposed Tasks
High Priority & Urgent
-
Task 1: Set up Project Management Tool (due in 1 day)
☐ Research best project management tools ☐ Set up an account ☐ Configure settings according to team needs -
Task 2: Create Project (due in 2 days)
☐ Create a new project in the tool ☐ Name the project ☐ Describe the project -
Task 3: Add Team Members (due in 3 days)
☐ List all team members ☐ Send invitations to join the project ☐ Ensure all members have accepted the invitation
High Priority & Not Urgent
-
Task 4: List all tasks (due in 1 week)
☐ Identify all tasks for the upcoming campaign ☐ Add tasks to the project ☐ Assign tasks to team members -
Task 5: Set up task deadlines (due in 1 week)
☐ Identify deadlines for each task ☐ Enter deadlines in the tool -
Task 6: Share project with team (due in 1 week)
☐ Send an email with project details to the team ☐ Ensure all team members have access to the project
Low Priority & Urgent
-
Task 7: Weekly team meetings (due every week)
☐ Schedule weekly team meetings ☐ Prepare agenda for each meeting ☐ Ensure all team members attend the meeting -
Task 8: Daily task updates (due daily)
☐ Update task progress in the tool ☐ Ensure all team members update their tasks
Low Priority & Not Urgent
-
Task 10: Quarterly project reviews (due quarterly)
☐ Review project progress every quarter ☐ Make necessary changes to the project plan -
Task 9: Monthly project reports (due monthly)
☐ Prepare monthly project reports ☐ Share reports with the team