Team Sales Task and Update Tracker Template

Team Sales Task and Update Tracker in Priority Matrix

Share sales updates, tasks, and notes seamlessly with your team to stay informed and aligned.

You can start using Team Sales Task and Update 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

High Impact, Immediate

• Task 1: Set Up Project Management Tool
  ☐ Choose a project management tool ☐ Set up a team account ☐ Configure settings
• Task 11: Train Team on Task Assignment Process
  ☐ Create training materials ☐ Schedule training session ☐ Conduct training
• Task 12: Train Team on Update Creation Process
  ☐ Create training materials ☐ Schedule training session ☐ Conduct training
• Task 2: Train Team on Tool Usage
  ☐ Create training materials ☐ Schedule training session ☐ Conduct training
• Task 3: Define Task Categories
  ☐ Identify common task types ☐ Define categories ☐ Input categories into tool

High Impact, Strategic

• Task 15: Implement Task Assignment Process
  ☐ Assign tasks using new process ☐ Review process effectiveness
• Task 16: Implement Update Creation Process
  ☐ Create updates using new process ☐ Review process effectiveness
• Task 4: Define Update Categories
  ☐ Identify common update types ☐ Define categories ☐ Input categories into tool
• Task 5: Create Task Templates
  ☐ Identify common task structures ☐ Create templates ☐ Input templates into tool
• Task 6: Create Update Templates
  ☐ Identify common update structures ☐ Create templates ☐ Input templates into tool

Low Impact, Operational

• Task 13: Test Project Management Tool
  ☐ Create test tasks ☐ Create test updates ☐ Review test results
• Task 14: Adjust Tool Configuration
  ☐ Identify needed adjustments ☐ Make adjustments
• Task 7: Input Existing Tasks
  ☐ Gather existing tasks ☐ Input tasks into tool
• Task 8: Input Existing Updates
  ☐ Gather existing updates ☐ Input updates into tool

Low Impact, Long Term

• Task 10: Define Update Creation Process
  ☐ Define how updates are created ☐ Create process documentation
• Task 17: Review Project Management Tool Usage
  ☐ Collect team feedback ☐ Review feedback ☐ Make needed adjustments
• Task 18: Refine Task Categories
  ☐ Review task categories ☐ Make needed adjustments
• Task 19: Refine Update Categories
  ☐ Review update categories ☐ Make needed adjustments
• Task 20: Maintain Project Management Tool
  ☐ Regularly review tool usage ☐ Make needed adjustments ☐ Train new team members
• Task 9: Define Task Assignment Process
  ☐ Define how tasks are assigned ☐ Create process documentation