Team Task Tracker for Seamless Collaboration Template

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Streamline your team's workflow and ensure everyone stays informed with the Team Task Tracker for Seamless Collaboration template. This project is designed to help counseling teams share client updates, tasks, and notes effortlessly, promoting unified objectives and top-notch client care.

With tasks ranging from setting up a shared task tracking system to conducting regular reviews and planning team bonding activities, this template ensures effective communication and collaboration within your team.

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Team Task Tracker for Seamless Collaboration for Priority Matrix

Team Task Tracker for Seamless Collaboration in Priority Matrix

Enhance team collaboration with an effective task tracking system for client updates, notes, and tasks.

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Proposed Tasks

High Impact, Quick Wins

  • Task 3: Update client information in the system due in 1 day
    ☐ Collect client information ☐ Update it in the system
  • Task 4: Share client updates with team due in 2 days
    ☐ Write down client updates ☐ Share it with the team
  • Task 1: Create a shared task tracking system due in 1 week
    ☐ Research about different task tracking systems ☐ Select the most suitable one ☐ Set it up
  • Task 2: Train team on using the task tracking system due in 2 weeks
    ☐ Develop a training plan ☐ Conduct training sessions ☐ Address queries

High Impact, Long Term

  • Task 6: Weekly review of tasks due in 1 week
    ☐ Review completed tasks ☐ Plan for upcoming tasks ☐ Address any issues
  • Task 5: Plan for weekly team meetings due in 1 week
    ☐ Decide on a time and place ☐ Prepare an agenda ☐ Invite team members
  • Task 7: Quarterly review of the system due in 3 months
    ☐ Collect feedback from team ☐ Make necessary improvements ☐ Train team on new updates if any

Low Impact, Quick Wins

  • Task 8: Update team on industry trends due in 1 month
    ☐ Research about industry trends ☐ Share it with the team
  • Task 9: Monthly team bonding activities due in 1 month
    ☐ Plan for the activity ☐ Coordinate with team ☐ Execute the plan

Low Impact, Long Term

  • Task 10: Client feedback collection due in 1 month
    ☐ Prepare a feedback form ☐ Send it to clients ☐ Analyze the feedback