Team Project for Task Tracking and Sharing Template

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Enhance your team's collaboration and efficiency in the online sales industry with this comprehensive template. Designed to facilitate seamless sharing of sales updates, tasks, and notes, this template ensures that every team member stays informed and aligned.

From creating a project dashboard to conducting regular reviews, this template covers all essential aspects of effective team collaboration, leading to increased sales and improved performance.

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Team Project for Task Tracking and Sharing for Priority Matrix

Team Project for Task Tracking and Sharing in Priority Matrix

Keep your sales team aligned with seamless task tracking, updates, and note sharing.

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Proposed Tasks

High Priority / Immediate Action

  • Task 1: Create Project Dashboard due in 1 day
    ☐ Subtask1 Setup a project management tool. ☐ Subtask2 Create a dashboard for tracking tasks, sales updates, and notes. ☐ Subtask3 Share the dashboard link with the team.
  • Task 3: Assign Roles and Responsibilities due in 10 days
    ☐ Subtask1 Define roles for each team member. ☐ Subtask2 Assign tasks based on roles. ☐ Subtask3 Ensure everyone understands their responsibilities.
  • Task 8: Quarterly Review Meeting due in 3 months
    ☐ Subtask1 Prepare for the quarterly review meeting. ☐ Subtask2 Discuss the team's performance and progress. ☐ Subtask3 Set goals for the next quarter.
  • Task 10: Year-End Review Meeting due in 6 months
    ☐ Subtask1 Prepare for the year-end review meeting. ☐ Subtask2 Discuss the team's yearly performance. ☐ Subtask3 Set goals for the next year.

Important / Long Term Goals

  • Task 2: Train Team on Using Dashboard due in 1 week
    ☐ Subtask1 Schedule a training session. ☐ Subtask2 Demonstrate how to use the dashboard. ☐ Subtask3 Answer any questions or concerns.
  • Task 4: Monitor Progress and Provide Feedback due in 2 weeks
    ☐ Subtask1 Regularly check the dashboard for updates. ☐ Subtask2 Provide constructive feedback to team members. ☐ Subtask3 Make necessary adjustments to the plan.
  • Task 6: Monthly Sales Report due in 1 month
    ☐ Subtask1 Prepare a monthly sales report. ☐ Subtask2 Share it with the team. ☐ Subtask3 Discuss the report in the next team meeting.
  • Task 9: Customer Feedback Review due in 4 months
    ☐ Subtask1 Collect customer feedback. ☐ Subtask2 Analyze feedback for improvements. ☐ Subtask3 Implement necessary changes.

Minor Tasks / Quick Completion

  • Task 5: Weekly Team Meetings due in 3 weeks
    ☐ Subtask1 Schedule weekly meetings. ☐ Subtask2 Discuss progress, challenges, and solutions. ☐ Subtask3 Keep the team motivated and aligned.
  • Task 7: Update Project Dashboard due in 5 weeks
    ☐ Subtask1 Regularly update the project dashboard. ☐ Subtask2 Add new tasks and notes. ☐ Subtask3 Archive completed tasks.