Customer Issue Tracking and Prioritization Template

Customer Issue Tracking and Prioritization in Priority Matrix

Effectively track and prioritize customer issues to enhance satisfaction and retention.

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Proposed Tasks

Urgent and Important

• Customer communication - ongoing
  ☐ Inform customers about issue progress ☐ Ensure customer satisfaction
• Maintain system security - ongoing
  ☐ Ensure data protection ☐ Monitor for any security issues
• Resolve all Q1 issues - ongoing
  ☐ Assign to team members ☐ Track progress ☐ Ensure resolution
• Gather all existing customer issues - due in 3 days
  ☐ Pull data from all sources ☐ Consolidate the data
• Set up a customer issue tracking system - due in 1 week
  ☐ Choose a suitable system ☐ Configure it to meet our needs ☐ Test the system
• Categorize issues based on urgency and importance - due in 1 week
  ☐ Analyze each issue ☐ Categorize appropriately
• Train team on using the tracking system - due in 2 weeks
  ☐ Create training materials ☐ Conduct training sessions ☐ Follow up for any queries

Important, Not Urgent

• Maintain a knowledge base - ongoing
  ☐ Document resolved issues ☐ Update regularly
• Review customer feedback - monthly
  ☐ Collect feedback ☐ Analyze feedback ☐ Implement improvements
• Review team performance - quarterly
  ☐ Assess individual performance ☐ Provide feedback ☐ Implement improvements
• Input all issues into the tracking system - due in 1 week
  ☐ Input data ☐ Double-check for accuracy
• Plan for resolving Q2 issues - due in 2 weeks
  ☐ Create a plan ☐ Assign tasks
• Develop standard operating procedures - due in 2 weeks
  ☐ Document the process ☐ Review and approve ☐ Distribute to team
• Review system effectiveness - due in 3 months
  ☐ Collect feedback from team ☐ Analyze issue resolution rates ☐ Make adjustments as needed

Urgent, Not Important

• Conduct regular team meetings - ongoing
  ☐ Schedule meetings ☐ Discuss issues and progress
• Continual training for team - ongoing
  ☐ Identify training needs ☐ Organize training sessions
• Maintain issue records - ongoing
  ☐ Update records regularly ☐ Ensure accuracy of data
• Monitor resolution of Q3 issues - ongoing
  ☐ Keep track of progress ☐ Ensure resolution

Not Urgent, Not Important

• Upgrade system as needed - as required
  ☐ Keep track of new features and updates ☐ Implement upgrades
• Schedule Q4 issues for review - due in 1 month
  ☐ Review each issue ☐ Determine if any need to be re-categorized