Sales Team Project & Task Tracking Template

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Keep your sales team aligned and informed with the Sales Team Project & Task Tracking template. This template helps Market Managers in the industrial supply and equipment industry facilitate seamless collaboration and task sharing within their teams.

From establishing project goals to conducting regular check-ins and project reviews, this template provides a structured approach to managing sales team projects effectively.

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Sales Team Project & Task Tracking for Priority Matrix

Sales Team Project & Task Tracking in Priority Matrix

Ensure effective communication and task management within your sales team with this comprehensive project template.

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Proposed Tasks

High Importance, Immediate Action

  • Task 1: Establish Project Goals - due in 1 day
    ☐ Identify key objectives for the project ☐ Define success criteria ☐ Share with the team
  • Task 2: Define Roles & Responsibilities - due in 2 days
    ☐ Clarify team members' roles ☐ Assign responsibilities for tasks
  • Task 5: Develop Task List - due in 1.5 weeks
    ☐ Identify all tasks that need to be completed ☐ Break down larger tasks into subtasks ☐ Add tasks to the project management tool
  • Task 6: Assign Tasks - due in 2 weeks
    ☐ Assign tasks to team members based on their roles and responsibilities
  • Task 7: Kickoff Meeting - due in 2.5 weeks
    ☐ Hold a meeting to officially start the project ☐ Review project goals and tasks ☐ Answer any questions

High Importance, Scheduled Action

  • Task 3: Create Communication Plan - due in 3 days
    ☐ Establish communication channels ☐ Set a communication schedule ☐ Share plan with the team
  • Task 4: Set Up Project Management Tool - due in 1 week
    ☐ Choose a project management tool ☐ Set up the project in the tool ☐ Train team on how to use the tool
  • Task 8: Regular Check-ins - starts in 3 weeks
    ☐ Hold regular check-ins with the team to track progress ☐ Adjust tasks and schedules as needed

Low Importance, Immediate Action

  • Task 9: Update Project Plan - starts in 4 weeks
    ☐ Update the project plan based on progress and any changes ☐ Share updates with the team

Low Importance, Scheduled Action

  • Task 10: Project Review - due in 5 weeks
    ☐ Review the success of the project ☐ Gather feedback from the team ☐ Identify improvements for future projects