Task & Deadline Management Template

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Enhance your efficiency in the financial services industry with our Task & Deadline Management template. This template employs a Priority Matrix to help you allocate your time to the most pressing and important tasks.

Visualize your tasks, set priorities, and ensure timely completion by organizing your projects systematically. Perfect for Senior Advisors looking to improve time management and productivity.

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Task & Deadline Management for Priority Matrix

Task & Deadline Management in Priority Matrix

Manage tasks and deadlines effectively using a Priority Matrix.

You can start using Task & Deadline Management or other Financial-Services Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 day
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 2 due in 3 days
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 10 due in 3 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 14 due in 7 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 18 due in 11 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2

Critical but not Immediate

  • Task 3 due in 1 week
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 4 due in 2 weeks
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 11 due in 4 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 15 due in 8 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 19 due in 12 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2

Not Critical but Immediate

  • Task 5 due in 1 month
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 6 due in 1 month
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 12 due in 5 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 16 due in 9 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 20 due in 1 year
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2

Not Critical & Not Immediate

  • Task 7 due in 2 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 8 due in 2 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 9 due in 3 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 13 due in 6 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2
  • Task 17 due in 10 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask2