Team Project Tracker Template

Team Project Tracker in Priority Matrix

Keep your sales team aligned and informed with shared updates, tasks, and notes.

You can start using Team Project Tracker or other Sales 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
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

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

Immediate Action Needed

• Task 4: Share Weekly Updates (due every week)
  ☐ Prepare a summary of the week's progress ☐ Share it with the team
• Task 6: Update Task List (due daily)
  ☐ Check task progress ☐ Update task status
• Task 1: Create a Master Task List (due in 2 days)
  ☐ Identify all ongoing tasks ☐ Define their status ☐ Assign responsible team members
• Task 2: Set Up Weekly Team Meetings (due in 1 week)
  ☐ Define the agenda ☐ Find a suitable time for all members ☐ Prepare meeting invites

Important but Not Urgent

• Task 10: Feedback Session (due every month)
  ☐ Collect feedback from team members ☐ Implement changes as needed
• Task 5: Monthly Performance Review (due every month)
  ☐ Analyze monthly performance ☐ Identify areas of improvement ☐ Share review with the team
• Task 8: Update Sales Targets (due every quarter)
  ☐ Review sales targets ☐ Adjust targets as needed
• Task 3: Develop a Communication Protocol (due in 2 weeks)
  ☐ Define the modes of communication ☐ Set response time expectations

Delegate

• Task 7: Client Follow-Up (due as needed)
  ☐ Follow up with clients ☐ Update team on client feedback

Low Priority

• Task 9: Team Building Activity (due every month)
  ☐ Plan a team building activity ☐ Coordinate with team members