Team Project: Task Tracking & Sharing Template

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Ensure seamless collaboration within your financial consulting team by sharing project updates, tasks, and notes effectively. This template guides you through setting up a project management tool, adding team members, defining project scope, and assigning tasks based on expertise.

With clearly defined communication channels and regular updates, everyone on the team stays informed and aligned. Monitor progress, provide feedback, and adjust the project scope as necessary to achieve unified objectives and successful project completion.

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Team Project: Task Tracking & Sharing for Priority Matrix

Team Project: Task Tracking & Sharing in Priority Matrix

Keep your financial consulting team informed and aligned with efficient task tracking and sharing.

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Proposed Tasks

High Priority - Immediate Action

  • Task 1: Set Up Project Management Tool
    ☐ Research best project management tools ☐ Choose a suitable tool ☐ Set up the tool
  • Task 2: Add Team Members
    ☐ Compile list of team members ☐ Add team members to the tool
  • Task 3: Define Project Scope
    ☐ Outline the project's goals and objectives ☐ Define project deliverables ☐ Set deadlines for each task

High Priority - Scheduled

  • Task 4: Assign Tasks to Team Members
    ☐ Delegate tasks based on expertise ☐ Provide clear instructions
  • Task 5: Set Up Communication Channels
    ☐ Set up team chat ☐ Define communication guidelines
  • Task 6: Schedule Weekly Updates
    ☐ Schedule weekly meetings ☐ Create agenda for each meeting
  • Task 7: Create Documentation
    ☐ Document project scope ☐ Document task delegation ☐ Document project updates

Low Priority - Immediate Action

  • Task 10: Provide Feedback
    ☐ Provide constructive feedback ☐ Encourage team members to share their feedback
  • Task 8: Encourage Team Collaboration
    ☐ Organize team building activities ☐ Encourage knowledge sharing
  • Task 9: Monitor Project Progress
    ☐ Track task completion ☐ Address any issues promptly

Low Priority - Scheduled

  • Task 11: Adjust Project Scope if Necessary
    ☐ Review project scope ☐ Make adjustments if necessary
  • Task 12: Review Completed Tasks
    ☐ Review completed tasks ☐ Ensure all tasks meet quality standards
  • Task 13: Update Project Documentation
    ☐ Update project documentation based on completed tasks ☐ Share updates with team
  • Task 14: Prepare for Project Closure
    ☐ Finalize all tasks ☐ Prepare project closure report
  • Task 15: Conduct Project Debrief
    ☐ Conduct project debrief meeting ☐ Discuss what went well and what can be improved