Task Management & Deadline Tracking Project Template

More finance templates

Enhance your efficiency as a CPA in the investment banking industry with our Task Management & Deadline Tracking template. This tool helps you visualize and prioritize tasks, ensuring that no investment opportunities are missed and every decision is made on time.

By leveraging the Priority Matrix, you can reduce the stress of managing multiple tasks and focus on strategic investment decisions. Stay organized, meet deadlines, and optimize your time management with this comprehensive template.

Get this template on priority matrix

Task Management & Deadline Tracking Project for Priority Matrix

Task Management & Deadline Tracking Project in Priority Matrix

Efficiently manage tasks and deadlines for CPAs in investment banking to ensure timely investment decisions.

You can start using Task Management & Deadline Tracking Project or other Finance 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

High Impact, Urgent

  • Task 1: Set up GTD system due in 1 day
    ☐ Create a list of all current tasks ☐ Organize tasks by priority ☐ Define deadlines for each task
  • Task 2: Review investment portfolios due in 2 days
    ☐ Analyze current investment portfolios ☐ Identify potential investment opportunities
  • Task 19: Weekly team meeting due in 2 days
    ☐ Prepare meeting agenda ☐ Conduct meeting
  • Task 7: Client meeting due in 3 days
    ☐ Prepare for meeting ☐ Review client portfolio
  • Task 18: Update client investment strategies due in 1 week
    ☐ Review client goals ☐ Update strategies

High Impact, Not Urgent

  • Task 3: Monthly financial report due in 3 weeks
    ☐ Collect financial data ☐ Analyze financial performance ☐ Prepare report
  • Task 15: Benchmark against industry standards due in 3 weeks
    ☐ Research industry standards ☐ Compare current performance
  • Task 12: Update risk management strategies due in 1 month
    ☐ Review current risk management strategies ☐ Implement changes
  • Task 6: Quarterly tax filing due in 2 months
    ☐ Prepare tax documents ☐ File taxes
  • Task 9: Annual audit due in 3 months
    ☐ Prepare audit documents ☐ Coordinate with auditors

Low Impact, Urgent

  • Task 4: Update client profiles due in 1 week
    ☐ Review client financial goals ☐ Update investment strategies
  • Task 13: Client feedback review due in 1 week
    ☐ Collect client feedback ☐ Analyze feedback
  • Task 8: Update investment tracking software due in 2 weeks
    ☐ Review software updates ☐ Implement updates
  • Task 11: Review regulatory changes due in 2 weeks
    ☐ Research recent regulatory changes ☐ Update compliance procedures
  • Task 17: Employee performance review due in 2 weeks
    ☐ Prepare review materials ☐ Conduct reviews
  • Task 16: Review and update business continuity plan due in 1 month
    ☐ Review current plan ☐ Update plan

Low Impact, Not Urgent

  • Task 5: Attend investment seminar due in 1 month
    ☐ Register for seminar ☐ Prepare for seminar
  • Task 10: Professional development course due in 1 month
    ☐ Enroll in course ☐ Complete course modules
  • Task 20: Review and update office policies due in 1 month
    ☐ Review current policies ☐ Update policies
  • Task 14: Network at industry event due in 2 months
    ☐ Prepare for event ☐ Attend event