Team Task Tracker Template
More sales templates
Ensure your sales team stays informed and aligned with the Team Task Tracker template. This project management template helps inside sales reps share deal updates, tasks, and notes seamlessly, promoting effective collaboration and unified objectives.
From setting up a project management tool to conducting team training sessions and gathering feedback, this template provides a comprehensive guide to streamline communication and boost sales performance.
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Team Task Tracker in Priority Matrix
Enhance team collaboration by sharing deal updates, tasks, and notes seamlessly.
You can start using Team Task Tracker or other Sales Project Templates with Priority Matrix in just a few steps:
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Proposed Tasks
High Urgency, High Impact
-
Task 1 due in 1 day: Set up a project management tool
☐ Research suitable project management tools ☐ Set up an account ☐ Create a new project -
Task 2 due in 3 days: Invite team members to the project
☐ Collect team members' email addresses ☐ Send out invites ☐ Confirm everyone received the invite
Low Urgency, High Impact
-
Task 3 due in 1 week: Set up task categories
☐ Identify different categories of tasks ☐ Create categories in the tool -
Task 4 due in 2 weeks: Create initial tasks
☐ Identify initial tasks ☐ Create tasks in the tool -
Task 5 due in 3 weeks: Assign tasks to team members
☐ Assign each task to a team member ☐ Ensure everyone understands their tasks -
Task 6 due in 1 month: Set up recurring tasks
☐ Identify recurring tasks ☐ Set up recurring tasks in the tool
High Urgency, Low Impact
-
Task 7 due in 1 month: Share project with management
☐ Prepare a project overview ☐ Share the project with management -
Task 8 due in 1 month: Conduct a team training session
☐ Prepare a training session ☐ Conduct the training session
Low Urgency, Low Impact
-
Task 10 due in 2 months: Gather team feedback
☐ Ask for feedback from the team ☐ Implement suggested improvements -
Task 11 due in 2 months: Update management on progress
☐ Prepare a progress update ☐ Share the update with management -
Task 9 due in 2 months: Review project progress
☐ Review the progress of the project ☐ Adjust tasks and priorities as necessary -
Task 12 due in 3 months: Review team feedback
☐ Review feedback from the team ☐ Implement suggested improvements -
Task 13 due in 3 months: Adjust task categories
☐ Review task categories ☐ Adjust categories as necessary -
Task 14 due in 4 months: Review project progress
☐ Review the progress of the project ☐ Adjust tasks and priorities as necessary -
Task 15 due in 4 months: Update management on progress
☐ Prepare a progress update ☐ Share the update with management -
Task 16 due in 5 months: Gather team feedback
☐ Ask for feedback from the team ☐ Implement suggested improvements -
Task 17 due in 5 months: Review project progress
☐ Review the progress of the project ☐ Adjust tasks and priorities as necessary -
Task 18 due in 6 months: Update management on progress
☐ Prepare a progress update ☐ Share the update with management -
Task 19 due in 6 months: Review team feedback
☐ Review feedback from the team ☐ Implement suggested improvements -
Task 20 due in 6 months: Review project success
☐ Evaluate the success of the project ☐ Identify areas for improvement for future projects