Client Engagement Task Management Template

Client Engagement Task Management in Priority Matrix

Ensure seamless collaboration and communication with your team to enhance client engagement.

You can start using Client Engagement Task Management 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

Urgent and Important

• Task 1: Set up project management tool - Due in 2 days
  ☐ Subtask1 Research suitable project management tools, ☐ Subtask2 Select a tool, ☐ Subtask3 Set up the tool
• Task 2: Invite team members to join the tool - Due in 3 days
  ☐ Subtask1 List team members, ☐ Subtask2 Send invites, ☐ Subtask3 Ensure everyone has joined
• Task 9: Monitor the use of the tool - Due in 1.5 months
  ☐ Subtask1 Regularly check the tool, ☐ Subtask2 Ensure everyone is using it properly
• Task 11: Make necessary adjustments to the tool - Due in 2.5 months
  ☐ Subtask1 Analyze feedback, ☐ Subtask2 Make adjustments according to feedback
• Task 18: Monitor the use of the tool - Due in 9 months
  ☐ Subtask1 Regularly check the tool, ☐ Subtask2 Ensure everyone is using it properly
• Task 20: Make necessary adjustments to the tool - Due in 11 months
  ☐ Subtask1 Analyze feedback, ☐ Subtask2 Make adjustments according to feedback

Important but Not Urgent

• Task 3: Create a task template - Due in 1 week
  ☐ Subtask1 Decide on what information should be included, ☐ Subtask2 Create the template
• Task 6: Set deadlines for tasks - Due in 3 weeks
  ☐ Subtask1 Decide on deadlines, ☐ Subtask2 Add deadlines to tasks
• Task 8: Train team members to use the tool - Due in 1 month
  ☐ Subtask1 Prepare a training, ☐ Subtask2 Conduct the training
• Task 7: Organize a team meeting to introduce the tool - Due in 1 month
  ☐ Subtask1 Schedule the meeting, ☐ Subtask2 Prepare a presentation, ☐ Subtask3 Organize the meeting
• Task 10: Gather feedback from team members - Due in 2 months
  ☐ Subtask1 Create a feedback form, ☐ Subtask2 Collect feedback
• Task 17: Train new team members to use the tool - Due in 8 months
  ☐ Subtask1 Prepare a training, ☐ Subtask2 Conduct the training
• Task 19: Gather feedback from team members - Due in 10 months
  ☐ Subtask1 Create a feedback form, ☐ Subtask2 Collect feedback

Urgent but Not Important

• Task 4: Add existing tasks to the tool - Due in 2 weeks
  ☐ Subtask1 List all existing tasks, ☐ Subtask2 Add them to the tool
• Task 5: Assign tasks to team members - Due in 2 weeks
  ☐ Subtask1 Decide who should do what, ☐ Subtask2 Assign tasks
• Task 13: Add new tasks to the tool - Due in 4 months
  ☐ Subtask1 List all new tasks, ☐ Subtask2 Add them to the tool
• Task 16: Conduct a team meeting to discuss progress - Due in 7 months
  ☐ Subtask1 Schedule the meeting, ☐ Subtask2 Prepare a presentation, ☐ Subtask3 Conduct the meeting

Neither Urgent nor Important

• Task 12: Update task template if necessary - Due in 3 months
  ☐ Subtask1 Decide if the template needs to be updated, ☐ Subtask2 Update the template
• Task 14: Reassign tasks if necessary - Due in 5 months
  ☐ Subtask1 Decide if tasks need to be reassigned, ☐ Subtask2 Reassign tasks
• Task 15: Update deadlines if necessary - Due in 6 months
  ☐ Subtask1 Decide if deadlines need to be updated, ☐ Subtask2 Update deadlines