GTD Task & Deadline Management Template

More project-management templates

Enhance your time management skills using the GTD Task & Deadline Management template. This template leverages the Priority Matrix to help you visualize and prioritize tasks, ensuring that no deadlines are missed. From reviewing portfolio company performance to preparing for board meetings, this template covers all essential activities for private equity professionals.

With this structured approach, you can stay on top of your workload, meet critical deadlines, and ensure that important tasks are completed efficiently and effectively.

Get this template on priority matrix

GTD Task & Deadline Management for Priority Matrix

GTD Task & Deadline Management in Priority Matrix

Manage tasks and deadlines effectively with Priority Matrix to ensure timely completion in the fast-paced world of private equity.

You can start using GTD Task & Deadline Management or other Project-Management 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

Critical & Immediate

  • Review Portfolio Companies' Performance - Due in 1 week
    ☐ Subtask1 Analyze financial statements ☐ Subtask2 Review management reports ☐ Subtask3 Assess market trends
  • Prepare for Board Meeting - Due in 2 weeks
    ☐ Subtask1 Create meeting agenda ☐ Subtask2 Compile presentation materials ☐ Subtask3 Confirm attendees

Important & Not Immediate

  • Develop New Investment Strategy - No set deadline
    ☐ Subtask1 Research market trends ☐ Subtask2 Identify potential investment areas ☐ Subtask3 Draft investment strategy
  • Conduct Due Diligence on Potential Investment - Due in 1 month
    ☐ Subtask1 Review company's financials ☐ Subtask2 Interview management ☐ Subtask3 Inspect assets
  • Staff Performance Reviews - Due in 2 months
    ☐ Subtask1 Schedule reviews ☐ Subtask2 Prepare feedback ☐ Subtask3 Discuss career development

Not Important & Immediate

  • Update CRM - Due in 1 day
    ☐ Subtask1 Input new contacts ☐ Subtask2 Update existing information ☐ Subtask3 Delete obsolete entries
  • Attend Networking Event - Due in 3 days
    ☐ Subtask1 Prepare business cards ☐ Subtask2 Research attendees ☐ Subtask3 Plan follow-ups

Not Important & Not Immediate

  • Update Website Content - No set deadline
    ☐ Subtask1 Review current content ☐ Subtask2 Write new content ☐ Subtask3 Update website
  • Organize Team Building Event - Due in 3 months
    ☐ Subtask1 Choose venue ☐ Subtask2 Plan activities ☐ Subtask3 Send invitations
  • Renew Office Lease - Due in 6 months
    ☐ Subtask1 Review lease terms ☐ Subtask2 Negotiate conditions ☐ Subtask3 Sign agreement