Shared Dashboard Setup for Client Updates Template
More management-consulting templates
Enhance transparency and build client trust with our Shared Dashboard Setup template. This project guides you through the process of identifying a suitable dashboard platform, setting it up, integrating it with your project management tools, and ensuring real-time updates.
By implementing this template, you can provide clients with real-time visibility into project progress, fostering involvement and reassurance while maintaining control over the content they can view.
Get this template on priority matrix
![Shared Dashboard Setup for Client Updates for Priority Matrix](https://s3.amazonaws.com/prod_pm_avatars/publictemplates/38521/cluster_96.webp)
Shared Dashboard Setup for Client Updates in Priority Matrix
Keep clients updated with real-time progress on tasks and projects using a shared dashboard.
You can start using Shared Dashboard Setup for Client Updates or other Management-Consulting 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
Proposed Tasks
Critical and Immediate
-
Task 1: Identify Suitable Dashboard Platform
☐ Research various dashboard platforms ☐ Identify one that suits the project's needs -
Task 4: Test Dashboard Functionality
☐ Run tests to ensure dashboard is functioning correctly ☐ Make necessary adjustments -
Task 5: Create Client Access
☐ Set up client access to the dashboard ☐ Ensure they can view but not alter the content -
Task 9: Regularly Update Dashboard
☐ Ensure dashboard is regularly updated with project progress
Critical but not Immediate
-
Task 2: Set Up Dashboard
☐ Register for the chosen platform ☐ Customize the dashboard to reflect project status -
Task 3: Integrate Dashboard with Project Management Tools
☐ Connect the dashboard to the project management tools ☐ Ensure real-time updates are reflected
Not Critical but Immediate
-
Task 6: Train Team on Dashboard Use
☐ Organize training session for team ☐ Ensure all members understand how to use and update the dashboard -
Task 7: Introduce Dashboard to Clients
☐ Hold a meeting with clients to introduce the dashboard ☐ Explain how to access and read the dashboard
Not Critical or Immediate
-
Task 10: Review and Improve
☐ Review the effectiveness of the dashboard ☐ Make improvements as necessary -
Task 8: Collect Feedback
☐ Collect feedback from clients and team members ☐ Make necessary adjustments