Team Project Tracker Template

More finance templates

Ensure your finance and investment team stays informed and aligned with the Team Project Tracker template. This comprehensive guide helps you share project updates, tasks, and notes seamlessly, promoting effective collaboration and project success.

Use this template to define your project scope, set up a project management tool, create a task list, and monitor progress through regular reviews and meetings. Achieve your project goals with structured timelines and continuous improvement processes.

Get this template on priority matrix

Team Project Tracker for Priority Matrix

Team Project Tracker in Priority Matrix

Keep your finance team aligned and up-to-date with seamless project tracking and collaboration.

You can start using Team Project Tracker or other Finance 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

Not Urgent, Not Important

  • Task 1: Define Project Scope (due in 3 days)
    ☐ Identify key objectives ☐ Identify deliverables ☐ Identify stakeholders
  • Task 2: Identify Team Members (due in 1 week)
    ☐ Identify skill requirements ☐ Select team members
  • Task 3: Set Up Project Management Tool (due in 1.5 weeks)
    ☐ Choose a project management tool ☐ Set up project in the tool
  • Task 4: Create Task List (due in 2 weeks)
    ☐ Define tasks ☐ Assign tasks to team members
  • Task 5: Define Project Timeline (due in 3 weeks)
    ☐ Set deadlines for tasks ☐ Create project schedule
  • Task 6: Share Project Plan with Team (due in 1 month)
    ☐ Present project plan in a team meeting ☐ Get feedback from team members
  • Task 7: Start Project Work (due in 1.5 months)
    ☐ Begin work on tasks ☐ Monitor progress
  • Task 8: Weekly Team Meetings (due in 2 months)
    ☐ Discuss progress ☐ Address issues
  • Task 9: Mid-Project Review (due in 3 months)
    ☐ Review progress ☐ Adjust plan if necessary
  • Task 10: Final Project Review (due in 4 months)
    ☐ Review project outcomes ☐ Compare outcomes with objectives
  • Task 11: Project Documentation (due in 4.5 months)
    ☐ Document project outcomes ☐ Document lessons learned
  • Task 12: Project Closure (due in 5 months)
    ☐ Close project ☐ Share project documentation with stakeholders
  • Task 13: Post-Project Review (due in 5.5 months)
    ☐ Review project process ☐ Identify areas for improvement
  • Task 14: Update Project Management Tool (due in 6 months)
    ☐ Update tool based on feedback ☐ Implement improvements
  • Task 15: Training on New Project Management Tool (due in 6.5 months)
    ☐ Train team on new features ☐ Get feedback on training
  • Task 16: Implement New Project Management Tool (due in 7 months)
    ☐ Implement tool in new projects ☐ Monitor usage
  • Task 17: Review New Project Management Tool (due in 8 months)
    ☐ Review tool effectiveness ☐ Make adjustments as necessary
  • Task 18: Continuous Improvement (due in 9 months)
    ☐ Implement continuous improvement processes ☐ Monitor effectiveness
  • Task 19: Share Lessons Learned (due in 10 months)
    ☐ Share lessons learned with other teams ☐ Implement feedback
  • Task 20: Celebrate Success (due in 11 months)
    ☐ Plan celebration ☐ Celebrate success with team