Task & Deadline Management with GTD Method Template

More financial-services templates

Improve your time management and productivity in the fast-paced financial services industry with this Task & Deadline Management template using the GTD method. This template helps you visualize and allocate time to urgent and important tasks, ensuring that deadlines are met and goals are achieved.

Leverage a Priority Matrix to allocate your time effectively, ensuring critical tasks are completed promptly. This template provides a comprehensive guide to set up and refine your GTD system, training, reviews, and automation for optimal time management.

Get this template on priority matrix

Task & Deadline Management with GTD Method for Priority Matrix

Task & Deadline Management with GTD Method in Priority Matrix

Manage tasks and deadlines effectively using the GTD method. Prioritize and complete important tasks on time.

You can start using Task & Deadline Management with GTD Method 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

  • Define Project Scope
    ☐ Identify key tasks ☐ Set deadlines ☐ Allocate resources
  • Improve Focus
    ☐ Identify focus challenges ☐ Devise improvement strategies ☐ Implement changes
  • Prioritize Tasks
    ☐ Identify critical tasks ☐ Assign priority levels ☐ Update task list
  • Set Up GTD System
    ☐ Set up accounts ☐ Customize settings ☐ Input tasks

Critical & Not Immediate

  • Automate Tasks
    ☐ Identify automatable tasks ☐ Choose automation tool ☐ Set up automation
  • Manage Distractions
    ☐ Identify common distractions ☐ Devise avoidance strategies ☐ Implement changes
  • Manage Interruptions
    ☐ Identify frequent interruptions ☐ Devise mitigation strategies ☐ Implement changes
  • Refine GTD System
    ☐ Identify areas for improvement ☐ Implement changes ☐ Test new system
  • Select GTD Software
    ☐ Research available tools ☐ Compare features ☐ Choose best fit
  • Train on GTD Method
    ☐ Read GTD book ☐ Watch tutorials ☐ Practice using system

Not Critical & Immediate

  • Balance Workload
    ☐ Identify overworked periods ☐ Redistribute tasks ☐ Update task list
  • Daily Review
    ☐ Review yesterday's tasks ☐ Update today's tasks ☐ Preview tomorrow's tasks
  • Delegate Tasks
    ☐ Identify delegable tasks ☐ Choose delegatee ☐ Transfer responsibility
  • Weekly Review
    ☐ Review completed tasks ☐ Update incomplete tasks ☐ Plan next week

Not Critical & Not Immediate

  • Backup GTD System
    ☐ Choose backup method ☐ Perform backup ☐ Test recovery
  • Migrate to New GTD System
    ☐ Choose new system ☐ Transfer data ☐ Test new system
  • Monthly Review
    ☐ Review completed tasks ☐ Update incomplete tasks ☐ Plan next month
  • Quarterly Review
    ☐ Review completed tasks ☐ Update incomplete tasks ☐ Plan next quarter
  • Track Time Spent on Tasks
    ☐ Choose time tracking tool ☐ Record time spent ☐ Analyze time usage
  • Yearly Review
    ☐ Review completed tasks ☐ Update incomplete tasks ☐ Plan next year