Marketing & Sales Team Task Tracker Template

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Ensure your marketing and sales teams are always on the same page with the Marketing & Sales Team Task Tracker. This template facilitates seamless sharing of project updates, tasks, and notes, ensuring effective collaboration and alignment towards common goals.

By following the organized structure provided in this template, teams can work more efficiently, stay informed, and complete tasks effectively, driving overall project success.

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Marketing & Sales Team Task Tracker for Priority Matrix

Marketing & Sales Team Task Tracker in Priority Matrix

Keep your marketing and sales teams aligned with seamless project updates and task management.

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Proposed Tasks

Critical & Immediate

  • Task 1: Project Kickoff Meeting due in 1 day
    ☐ Schedule a meeting ☐ Prepare the agenda ☐ Invite team members
  • Task 2: Define Project Scope due in 3 days
    ☐ Identify project objectives ☐ List deliverables ☐ Highlight constraints
  • Task 3: Assign Roles & Responsibilities due in 1 week
    ☐ Identify team skills ☐ Assign tasks ☐ Set expectations

Critical & Long-Term

  • Task 4: Develop Communication Plan due in 2 weeks
    ☐ Choose communication tools ☐ Set communication schedule ☐ Define communication protocols
  • Task 5: Create Project Timeline due in 3 weeks
    ☐ Identify key milestones ☐ Estimate task duration ☐ Set deadlines
  • Task 8: Mid-Project Review due in 6 weeks
    ☐ Evaluate project progress ☐ Identify issues ☐ Make necessary adjustments

Non-Critical & Immediate

  • Task 6: Weekly Project Update Meeting due in 1 month
    ☐ Prepare project status report ☐ Discuss challenges ☐ Share achievements
  • Task 7: Update Project Tracker due in 5 weeks
    ☐ Update task status ☐ Add new tasks ☐ Archive completed tasks

Non-Critical & Long-Term

  • Task 9: Update Project Scope due in 2 months
    ☐ Review project objectives ☐ Refine deliverables ☐ Adjust constraints
  • Task 10: Review Team Performance due in 10 weeks
    ☐ Evaluate individual performance ☐ Provide feedback ☐ Discuss improvements