Administrative Task Management & Team Collaboration Template

More administration templates

Ensure effective team collaboration and task management in financial services or banking with this comprehensive template. Designed for administrative assistants, this template helps you share tasks and updates seamlessly, keeping everyone informed and aligned.

By using Priority Matrix, you can enhance efficiency and productivity, ensuring your team is always on the same page. From setting up a task tracking system to providing feedback and celebrating task completion, this template covers all aspects of administrative task management.

Get this template on priority matrix

Administrative Task Management & Team Collaboration for Priority Matrix

Administrative Task Management & Team Collaboration in Priority Matrix

Enhance team collaboration and keep track of administrative tasks seamlessly.

You can start using Administrative Task Management & Team Collaboration or other Administration 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

Immediate Tasks

  • Task 1: Set up task tracking system due in 1 day
    ☐ Research possible task tracking systems ☐ Choose a system that meets our needs ☐ Set up the system
  • Task 2: Train team on task tracking system due in 1 week
    ☐ Create training materials ☐ Conduct training session ☐ Answer any questions and provide additional training as needed
  • Task 3: Import existing tasks into tracking system due in 1 week
    ☐ Gather all existing tasks ☐ Input tasks into tracking system

Long-term Projects

  • Task 20: Continuous improvement of task management due in ongoing
    ☐ Always look for ways to improve the task management system ☐ Implement improvements as they are identified
  • Task 4: Create guidelines for task management due in 2 weeks
    ☐ Determine what information should be included with each task ☐ Create a system for prioritizing tasks ☐ Write up guidelines and share with team
  • Task 9: Regularly review task management system due in 1 month
    ☐ Assess whether the system is meeting our needs ☐ Make any necessary adjustments
  • Task 11: Create a backup of task tracking system due in 2 months
    ☐ Identify a method for backing up the system ☐ Create a backup
  • Task 12: Conduct a team survey on task management due in 3 months
    ☐ Create a survey ☐ Collect team feedback ☐ Implement changes based on feedback
  • Task 14: Review and update task guidelines due in 4 months
    ☐ Review existing guidelines ☐ Make revisions based on team feedback and changing needs
  • Task 17: Assess team productivity due in 6 months
    ☐ Measure team productivity ☐ Identify any areas for improvement

Low Priority Tasks

  • Task 18: Plan for future projects due in ongoing
    ☐ Identify upcoming projects ☐ Add them to the task tracking system
  • Task 5: Regularly update task tracking system due in ongoing
    ☐ Add new tasks as they come up ☐ Update tasks with any changes or progress
  • Task 7: Monitor task progress due in ongoing
    ☐ Regularly check in on task progress ☐ Address any issues or obstacles
  • Task 8: Provide feedback on task completion due in ongoing
    ☐ Review completed tasks ☐ Provide feedback to team members

Delegated Tasks

  • Task 10: Share task updates with team due in ongoing
    ☐ Regularly update team on overall task progress ☐ Highlight any important changes or updates
  • Task 13: Organise weekly team meetings due in ongoing
    ☐ Schedule weekly meetings ☐ Create agenda for each meeting ☐ Lead meetings
  • Task 15: Re-evaluate task delegation due in ongoing
    ☐ Regularly review task assignments ☐ Reassign tasks as needed
  • Task 16: Maintain communication with team due in ongoing
    ☐ Regularly check in with team members ☐ Address any concerns or issues
  • Task 19: Celebrate task completion due in ongoing
    ☐ Recognize team members for their hard work ☐ Celebrate completed tasks and projects
  • Task 6: Delegate tasks to team members due in ongoing
    ☐ Decide which team member is best suited for each task ☐ Assign tasks in the tracking system