CPA Team Project Management Template

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Enhance your CPA team's collaboration and efficiency with this comprehensive project management template. Seamlessly share tasks, updates, and notes to keep everyone informed and aligned. This template guides you through setting up your Priority Matrix account, inviting team members, assigning roles, scheduling meetings, and more.

By following this structured approach, your team can improve communication, streamline workflows, and achieve better performance outcomes.

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CPA Team Project Management for Priority Matrix

CPA Team Project Management in Priority Matrix

Manage CPA team tasks, updates, and notes efficiently with this structured project template.

You can start using CPA Team Project Management 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

High Impact, Urgent

  • Task 1: Set up Priority Matrix account due in 1 day
    ☐ Sign up for Priority Matrix ☐ Confirm email ☐ Complete profile setup
  • Task 2: Invite team members to join Priority Matrix due in 2 days
    ☐ Collect team member emails ☐ Send invites ☐ Follow up on registration
  • Task 3: Create a new project for team tasks due in 3 days
    ☐ Determine project scope ☐ Create project in Priority Matrix ☐ Share project with team

High Impact, Non-Urgent

  • Task 4: Assign roles and responsibilities due in 1 week
    ☐ Discuss roles with team ☐ Assign roles in Priority Matrix ☐ Notify team members of their roles
  • Task 5: Set up team meeting schedule due in 1 week
    ☐ Discuss availability with team ☐ Schedule regular meetings in the calendar ☐ Share meeting schedule with team
  • Task 6: Create task list due in 2 weeks
    ☐ Identify all tasks for the project ☐ Create tasks in Priority Matrix ☐ Assign tasks to team members
  • Task 7: Setup task due dates due in 2 weeks
    ☐ Discuss deadlines with team ☐ Set task due dates in Priority Matrix ☐ Notify team members of their task deadlines

Low Impact, Urgent

  • Task 9: Update task progress due in 3 weeks
    ☐ Update task progress in Priority Matrix ☐ Discuss progress in team meeting
  • Task 8: Conduct first team meeting due in 3 weeks
    ☐ Prepare meeting agenda ☐ Conduct meeting ☐ Share meeting notes with team

Low Impact, Non-Urgent

  • Task 10: Review team performance due in 1 month
    ☐ Collect feedback from team ☐ Analyze team performance ☐ Discuss improvements in team meeting