Accounting Team Task Tracking Template

More accounting templates

Keep your accounting team aligned and on track with this comprehensive task tracking template. This template allows you to share tasks, updates, and notes, ensuring that everyone stays informed and collaborative.

From setting up meetings and sharing project updates to preparing budgets and reviewing performance, this template provides a structured approach to managing your accounting tasks effectively.

Get this template on priority matrix

Accounting Team Task Tracking for Priority Matrix

Accounting Team Task Tracking in Priority Matrix

Ensure effective communication and alignment within your accounting team with this task tracking template.

You can start using Accounting Team Task Tracking or other Accounting 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

Critical Tasks

  • Task 1: Set up an Accounting Team Meeting - Due in 1 day
    ☐ Prepare meeting agenda ☐ Invite team members ☐ Set up a virtual meeting link
  • Task 2: Share Current Project Updates - Due in 3 days
    ☐ Prepare project update report ☐ Share report with team
  • Task 5: Budget Review - Due in 2 weeks
    ☐ Prepare budget report ☐ Share report with team
  • Task 6: Tax Preparation - Due in 3 weeks
    ☐ Prepare tax documents ☐ Review tax documents
  • Task 10: Year-End Report - Due in 3 months
    ☐ Prepare year-end report ☐ Share report with team

Important, Not Urgent

  • Task 3: Assign New Tasks - Due in 1 week
    ☐ Identify new tasks ☐ Assign tasks to team members
  • Task 4: Review Completed Tasks - Due in 1 week
    ☐ Review completed tasks ☐ Provide feedback
  • Task 7: Audit Preparation - Due in 1 month
    ☐ Prepare audit documents ☐ Review audit documents
  • Task 9: Performance Review - Due in 2 months
    ☐ Prepare performance review ☐ Conduct performance review

Not Important, Urgent

  • Task 8: Accounting Software Update - Due in 1 month
    ☐ Update accounting software ☐ Train team on new features