Shared Dashboard Setup for Client Updates Template

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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.

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Shared Dashboard Setup for Client Updates for Priority Matrix

Shared Dashboard Setup for Client Updates in Priority Matrix

Keep clients updated with real-time progress on tasks and projects using a shared dashboard.

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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