Team Project for Task Tracking and Sharing Template
More project-management templates
Boost your team's productivity and collaboration with this comprehensive template designed for seamless task tracking and sharing. This template guides you through setting up a project management tool, training your team, and developing protocols for regular updates and financial data sharing.
Ensure your entire team stays informed and aligned with unified objectives, improving client services and operational efficiency in the accounting and consulting industry.
Get this template on priority matrix

Team Project for Task Tracking and Sharing in Priority Matrix
Enhance team collaboration by sharing task updates, notes, and financial data efficiently.
You can start using Team Project for Task Tracking and Sharing or other Project-Management Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Immediate
-
Task 1: Set up project management tool due in 2 days
☐ Research suitable project management tools ☐ Choose a tool that suits our needs ☐ Set up accounts for team members -
Task 2: Train team on using the tool due in 1 week
☐ Organize a training session ☐ Prepare training materials ☐ Conduct training -
Task 3: Input existing tasks into the tool due in 1 week
☐ Gather all existing tasks ☐ Input tasks into the tool ☐ Assign tasks to team members
High Impact, Future
-
Task 4: Develop task sharing protocol due in 2 weeks
☐ Determine how tasks will be shared ☐ Create a protocol document ☐ Share the protocol with the team -
Task 5: Establish task update schedule due in 2 weeks
☐ Decide how often updates should be made ☐ Communicate the schedule to the team ☐ Ensure everyone understands their responsibilities -
Task 6: Create a system for sharing financial data due in 3 weeks
☐ Identify what financial data needs to be shared ☐ Determine how it will be shared ☐ Implement the system
Low Impact, Immediate
-
Task 7: Train team on financial data sharing system due in 4 weeks
☐ Organize a training session ☐ Prepare training materials ☐ Conduct training -
Task 8: Implement task tracking system due in 1 month
☐ Ensure all tasks are being tracked ☐ Regularly check in with team members about their tasks ☐ Address any issues that arise -
Task 9: Regularly review and adjust the system due in 6 weeks
☐ Set a schedule for system reviews ☐ Conduct first review ☐ Make necessary adjustments
Low Impact, Future
-
Task 10: Create a feedback system for the team due in 2 months
☐ Determine how feedback will be collected ☐ Implement the feedback system ☐ Regularly review feedback and make adjustments