GTD Task Management Project Template

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Maximize your productivity and never miss a deadline with our GTD Task Management template. Designed for Personal Legacy Advisors, this template helps you prioritize and allocate your time efficiently using Priority Matrix.

Whether you're preparing for client meetings, updating regulatory compliance, or conducting follow-ups, this template ensures you can handle all tasks with ease and precision, providing clients with the timely attention they deserve.

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GTD Task Management Project for Priority Matrix

GTD Task Management Project in Priority Matrix

Manage your tasks effectively and ensure no deadlines are missed with this GTD Task Management template.

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Proposed Tasks

High Impact, Urgent

  • Client Follow-up due in 1 day
    ☐ Review previous meeting notes ☐ Prepare follow-up questions ☐ Conduct follow-up call
  • Client Meeting Preparation due in 3 days
    ☐ Review client's financial situation ☐ Prepare financial advice ☐ Set up meeting agenda
  • Client Portfolio Review due in 1 week
    ☐ Review client portfolio ☐ Identify potential opportunities ☐ Prepare investment recommendations
  • Financial Report due in 1 month
    ☐ Collect financial data ☐ Analyze financial data ☐ Prepare report

High Impact, Not Urgent

  • Regulatory Compliance Update due in 2 weeks
    ☐ Review new regulations ☐ Update company policies ☐ Train staff on new regulations
  • Client Onboarding due in 2 weeks
    ☐ Prepare client contract ☐ Conduct introductory meeting ☐ Collect client information

Low Impact, Urgent

  • Weekly Team Meeting due in 3 days
    ☐ Prepare meeting agenda ☐ Conduct meeting ☐ Follow-up on action items
  • Update Client Files due in 1 week
    ☐ Collect recent financial data ☐ Update client's financial profile ☐ File documents

Low Impact, Not Urgent

  • Networking Event due in 2 months
    ☐ Register for event ☐ Prepare business cards ☐ Plan networking strategy
  • Professional Development due in 3 months
    ☐ Identify skills to improve ☐ Find relevant courses or seminars ☐ Register for training