Related templates:

Financial Project and Task Dashboard Template

More finance templates

Stay on top of your financial projects with this comprehensive dashboard template. It allows you to visually monitor ongoing tasks and projects, making it easier to track progress and manage deadlines effectively. By using this template, you can ensure that all financial tasks are completed on time and that no project is overlooked.

With features like real-time status updates, task assignments, and visual representations of project urgency and importance, this dashboard is designed to streamline your project management process and enhance team collaboration.

Get this template on priority matrix

Financial Project and Task Dashboard in Priority Matrix

Monitor and manage your financial projects with a visual dashboard for better progress tracking and deadline management.

You can start using Financial Project and Task Dashboard or other Finance Project Templates with Priority Matrix in just a few steps:

Click to sign in or create an account in the system
Start adding your items to the matrix
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

Not Urgent, Not Important

Address any issues or concerns - as needed
☐ Address any issues or concerns raised by team members ☐ Make any necessary adjustments
Celebrate project completion - as projects are completed
☐ Celebrate the completion of each project ☐ Recognize the hard work of the team
Communicate with team - ongoing
☐ Keep open lines of communication with the team ☐ Ensure everyone is updated on task progress and any changes
Conduct a post-mortem review - after each project
☐ Conduct a post-mortem review after each project ☐ Identify lessons learned and areas for improvement
Conduct monthly reviews - monthly
☐ Conduct a thorough review of projects and tasks every month ☐ Identify any issues or areas for improvement
Ensure deadlines are met - ongoing
☐ Ensure all tasks are completed by their deadlines ☐ Address any issues causing delays
Monitor dashboard usage - ongoing
☐ Monitor how the dashboard is being used ☐ Identify any issues or areas for improvement
Monitor team workload - ongoing
☐ Monitor the workload of the team ☐ Ensure no one is overloaded
Review dashboard functionality - quarterly
☐ Review the functionality of the dashboard every quarter ☐ Make any necessary updates or improvements
Review project progress - weekly
☐ Review progress of projects every week ☐ Make any necessary adjustments to tasks or deadlines
Update dashboard based on feedback - as needed
☐ Collect feedback from team members ☐ Update the dashboard based on feedback
Update dashboard with new projects - as needed
☐ Add new projects to the dashboard as they arise ☐ Ensure all tasks and deadlines are correctly listed
Launch the dashboard - due in 1 day
☐ Launch the dashboard ☐ Ensure all team members have access to it
Identify key financial projects - due in 2 days
☐ Identify all ongoing financial projects ☐ Classify them based on urgency and importance
Assign tasks to team members - due in 3 days
☐ Assign tasks to team members based on their skills and workload ☐ Ensure even distribution of work
Train team on using the dashboard - due in 3 days
☐ Conduct a training session for the team on how to use the dashboard ☐ Address any questions or concerns
List out tasks for each project - due in 1 week
☐ List out all tasks for each identified project ☐ Assign deadlines for each task
Set up a tracking system - due in 1 week
☐ Set up a system to track progress of tasks ☐ Include a feature to update task status in real-time
Create a visual representation of projects - due in 2 weeks
☐ Design a visual layout for the dashboard ☐ Use color-coding to indicate urgency and importance of each project
Test the dashboard - due in 2 weeks
☐ Test the dashboard to ensure it's working correctly ☐ Make any necessary adjustments