Team Project Dashboard Creation Template

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Enhance collaboration and align your sales consulting team with a shared project dashboard. This template guides you through creating a centralized platform where key tasks are tracked, updates are shared, and progress is monitored.

By following this template, you can ensure effective teamwork and improve sales performance through seamless communication and aligned objectives.

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Team Project Dashboard Creation for Priority Matrix

Team Project Dashboard Creation in Priority Matrix

Create a dashboard to align your team on key tasks and share updates seamlessly.

You can start using Team Project Dashboard Creation or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Critical and Immediate

  • Task 1: Identify Key Tasks - due in 1 day
    ☐ Discuss with team members ☐ Identify common tasks ☐ Outline tasks that need tracking
  • Task 2: Select Dashboard Platform - due in 3 days
    ☐ Research available platforms ☐ Compare features and pricing ☐ Choose the most suitable platform
  • Task 3: Create a Project on the Platform - due in 4 days
    ☐ Sign up/Log in to the platform ☐ Create new project ☐ Name and describe the project

Critical but Not Immediate

  • Task 4: Add Key Tasks to the Project - due in 1 week
    ☐ Add tasks previously identified ☐ Assign tasks to team members ☐ Set deadlines for each task
  • Task 5: Share the Project with the Team - due in 1 week
    ☐ Invite team members to the project ☐ Ensure everyone has access ☐ Guide team on how to use the dashboard

Not Critical but Immediate

  • Task 10: Regular Updates - due every day
    ☐ Update task progress daily ☐ Check for updates from other team members
  • Task 9: Regular Team Meetings - due every week
    ☐ Schedule regular team meetings ☐ Discuss progress and issues ☐ Plan for the following week
  • Task 6: Monitor Progress - due in 2 weeks
    ☐ Check completion status of tasks ☐ Address any issues ☐ Provide necessary assistance
  • Task 7: Update Tasks - due in 2 weeks
    ☐ Update task list as necessary ☐ Reassign tasks if required ☐ Adjust deadlines if needed

Not Critical or Immediate

  • Task 8: Review Project Success - due in 1 month
    ☐ Evaluate the efficiency of the dashboard ☐ Gather team feedback ☐ Make necessary improvements