Team Project for Task Tracking and Sharing Template

Team Project for Task Tracking and Sharing in Priority Matrix

Keep your tax consulting team informed and aligned with seamless task tracking and client updates.

You can start using Team Project for Task Tracking and Sharing or other Tax-Consulting Project Templates with Priority Matrix in just a few steps:

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
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If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

Urgent & Important

• Task 1: Set up Project Management Tool
  ☐ Research suitable project management tools ☐ Choose a tool that meets our needs ☐ Setup accounts for all team members
• Task 2: Create Project in Tool
  ☐ Create a new project in the chosen tool ☐ Define the project's objectives and timeline
• Task 6: Train Team on Using the Tool
  ☐ Organize training sessions ☐ Monitor usage and provide assistance as needed

Important, Not Urgent

• Task 10: Review and Refine System
  ☐ Collect feedback on the system ☐ Make improvements based on feedback
• Task 3: Define Roles and Permissions
  ☐ Define roles for each team member ☐ Set appropriate permissions for each role
• Task 4: Create Task Templates
  ☐ Create templates for common tasks ☐ Train team on how to use the templates
• Task 7: Weekly Task Review Meetings
  ☐ Schedule weekly meetings to review tasks ☐ Discuss progress and any issues
• Task 9: Create Task Reporting System
  ☐ Define what data will be included in reports ☐ Set up automatic generation of reports

Urgent, Not Important

• Task 5: Import Existing Tasks
  ☐ Import existing tasks from other systems ☐ Assign tasks to team members
• Task 8: Set Up Notifications
  ☐ Configure notifications for task updates ☐ Ensure everyone knows how to manage their notifications