Task Tracking and Sharing Project Template

Task Tracking and Sharing Project in Priority Matrix

Streamline task updates and collaboration within your legal team for improved performance and client service.

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Proposed Tasks

Long-Term Goals

• Project Kick-off Meeting - due in 1 day
  Hold a project kick-off meeting to discuss the project's objectives, deliverables, timeline, and responsibilities. ☐ Prepare an agenda for the meeting ☐ Invite all team members
• Select Task Management Tool - due in 1 week
  Research and select a task management tool that suits the team's needs. ☐ Identify key features needed ☐ Compare different tools ☐ Choose the most suitable tool
• Create Task Categories - due in 1 week
  Create task categories to organize tasks efficiently. ☐ Determine the types of tasks the team handles ☐ Create relevant categories
• Assign Tasks to Team Members - due in 2 weeks
  Assign tasks to team members based on their roles and responsibilities. ☐ Identify tasks for each team member ☐ Assign tasks using the task management tool
• Create a Task Update Schedule - due in 2 weeks
  Establish a schedule for updating tasks. ☐ Determine how often updates should be made ☐ Communicate the schedule to the team
• Provide Task Management Tool Training - due in 3 weeks
  Provide training to the team on using the task management tool. ☐ Arrange for a training session ☐ Ensure all team members understand how to use the tool
• Implement Task Sharing System - due in 4 weeks
  Implement the task sharing system using the selected tool. ☐ Set up the system ☐ Ensure all team members have access
• Monitor Task Progress - due in 5 weeks
  Monitor the progress of tasks to ensure they are being completed on time. ☐ Check the task management tool regularly ☐ Address any issues promptly
• Hold Weekly Task Review Meetings - due in 6 weeks
  Hold weekly meetings to review task progress. ☐ Prepare an agenda for each meeting ☐ Discuss any issues or concerns
• Provide Feedback on Task Performance - due in 7 weeks
  Provide feedback to team members on their task performance. ☐ Identify areas of improvement ☐ Provide constructive feedback
• Update Task Categories as Needed - due in 8 weeks
  Update task categories as needed to reflect changes in tasks. ☐ Review task categories regularly ☐ Make updates as necessary
• Refine Task Update Schedule - due in 9 weeks
  Refine the task update schedule as needed. ☐ Review the effectiveness of the current schedule ☐ Make adjustments as necessary
• Evaluate Task Management Tool - due in 10 weeks
  Evaluate the effectiveness of the task management tool. ☐ Get feedback from team members ☐ Consider whether a different tool may be more effective
• Revise Task Assignments - due in 11 weeks
  Revise task assignments as necessary. ☐ Review task assignments regularly ☐ Make changes as necessary
• Maintain Task Sharing System - due in 12 weeks
  Maintain the task sharing system to ensure it continues to meet the team's needs. ☐ Monitor the system regularly ☐ Address any issues promptly
• Conduct Final Project Review - due in 13 weeks
  Conduct a final project review to assess the project's success and identify lessons learned. ☐ Prepare a project review report ☐ Discuss the report with the team