Team Collaboration and Task Tracking Template

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Boost your team's collaboration and task management with this comprehensive template designed for business development managers in the oil and gas industry. This step-by-step guide helps you set up a project management tool, define roles and responsibilities, and ensure effective communication among team members.

By following this template, you can keep everyone aligned and informed, leading to seamless communication and better project outcomes.

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Team Collaboration and Task Tracking for Priority Matrix

Team Collaboration and Task Tracking in Priority Matrix

Enhance team collaboration and task tracking for better alignment and results in business development.

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Proposed Tasks

Low Importance & Low Urgency

  • Task 1: Set up a Project Management Tool due in 1 day
    ☐ Research suitable project management tools ☐ Select the most suitable tool ☐ Set up the tool
  • Task 2: Invite Team Members to the Tool due in 2 days
    ☐ Collect email addresses of team members ☐ Send invites to join the tool ☐ Ensure everyone has accepted the invite
  • Task 3: Create a Project on the Tool due in 3 days
    ☐ Name the project ☐ Give a brief description of the project ☐ Add team members to the project
  • Task 4: Define Roles and Responsibilities due in 4 days
    ☐ List all roles needed for the project ☐ Assign roles to team members ☐ Define responsibilities for each role
  • Task 5: Create a Task List due in 5 days
    ☐ List all tasks needed to complete the project ☐ Assign tasks to team members ☐ Set deadlines for each task
  • Task 6: Share the Task List with the Team due in 6 days
    ☐ Share the task list with the team via the tool ☐ Ensure everyone understands their tasks ☐ Answer any questions about the tasks
  • Task 7: Set up a Communication Channel due in 1 week
    ☐ Decide on a communication channel (e.g. Slack, Teams) ☐ Set up the channel ☐ Invite team members to join the channel
  • Task 8: Schedule Regular Check-ins due in 1 week
    ☐ Decide on a frequency for check-ins (e.g. weekly, bi-weekly) ☐ Schedule the check-ins ☐ Inform the team of the schedule
  • Task 9: Conduct First Check-in due in 2 weeks
    ☐ Prepare for the check-in ☐ Conduct the check-in ☐ Take notes and share them with the team
  • Task 10: Review and Adjust the System due in 3 weeks
    ☐ Collect feedback from the team ☐ Review the effectiveness of the system ☐ Make necessary adjustments to the system