Accounting Task and Project Tracker Template

More consulting templates

Ensure seamless collaboration and efficiency within your accounting team with this comprehensive task and project tracking dashboard. This template provides a structured approach to identifying key accounting tasks, choosing the right dashboard platform, and designing an intuitive layout. It also includes steps for setting up a task tracking system, training your team, and maintaining the dashboard.

By following this template, you can enhance team alignment, improve task management, and ensure that all accounting projects are completed on time and within budget.

Get this template on priority matrix

Accounting Task and Project Tracker for Priority Matrix

Accounting Task and Project Tracker in Priority Matrix

Keep your accounting team aligned with a dashboard for tracking key tasks and projects.

You can start using Accounting Task and Project Tracker or other Consulting 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

High Impact, Urgent

  • Design dashboard layout
    ☐ Create a mock-up ☐ Get feedback from team ☐ Finalize layout
  • Identify key accounting tasks
    ☐ Discuss with team members ☐ Collect input from clients ☐ Review past projects
  • Implement task tracking system
    ☐ Input existing tasks ☐ Test system functionality ☐ Make necessary adjustments
  • Set up task tracking system
    ☐ Define task categories ☐ Set up task labels ☐ Create task templates

High Impact, Not Urgent

  • Choose a dashboard platform
    ☐ Research available options ☐ Evaluate features and pricing ☐ Select a platform
  • Train team on using the dashboard
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Provide ongoing support

Low Impact, Urgent

  • Launch dashboard to team
    ☐ Announce launch date ☐ Ensure all tasks are up-to-date ☐ Monitor usage and troubleshoot

Low Impact, Not Urgent

  • Collect feedback on dashboard usage
    ☐ Send out feedback survey ☐ Analyze survey results ☐ Implement improvements based on feedback
  • Conduct regular dashboard review meetings
    ☐ Schedule meetings ☐ Prepare meeting agenda ☐ Facilitate meetings
  • Maintain and update dashboard
    ☐ Regularly check dashboard for errors ☐ Update task templates as needed ☐ Upgrade dashboard software as needed