Team Task Tracking Project Template

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Ensure your account-based marketing team stays aligned with the Team Task Tracking Project template. This template helps you set up a centralized dashboard to keep everyone updated on task statuses and account progress.

From setting up the dashboard to training the team and reviewing individual performance, this comprehensive template covers all essential steps to maintain team alignment and streamline your account-based marketing efforts.

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Team Task Tracking Project for Priority Matrix

Team Task Tracking Project in Priority Matrix

Keep your team aligned on key tasks and account progress with a centralized dashboard.

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Proposed Tasks

Less Important, Not Immediate

  • Task 1: Set Up Dashboard due in 1 week
    ☐ Identify suitable dashboard tool ☐ Set up basic structure ☐ Test functionality
  • Task 2: Identify Key Metrics due in 2 weeks
    ☐ Consult with team ☐ Research industry standards ☐ Finalize metrics
  • Task 3: Input Initial Tasks due in 3 weeks
    ☐ Collect tasks from team ☐ Input into dashboard ☐ Assign responsibility
  • Task 4: Train Team on Dashboard Use due in 1 month
    ☐ Create training materials ☐ Conduct training session ☐ Provide support
  • Task 5: Monitor Dashboard Use due in 5 weeks
    ☐ Check in with team ☐ Make necessary adjustments ☐ Encourage continuous use
  • Task 6: Review Task Progress due in 6 weeks
    ☐ Check task completion ☐ Identify bottlenecks ☐ Address issues
  • Task 7: Update Dashboard due in 7 weeks
    ☐ Add new tasks ☐ Archive completed tasks ☐ Update task progress
  • Task 8: Conduct Team Feedback Session due in 2 months
    ☐ Collect feedback ☐ Discuss improvements ☐ Implement changes
  • Task 9: Refine Key Metrics due in 9 weeks
    ☐ Review current metrics ☐ Adjust as necessary ☐ Update dashboard
  • Task 10: Celebrate Successes due in 10 weeks
    ☐ Identify wins ☐ Communicate to team ☐ Celebrate together
  • Task 11: Review Individual Performance due in 11 weeks
    ☐ Assess task completion ☐ Provide feedback ☐ Set new goals
  • Task 13: Update Training Materials due in 13 weeks
    ☐ Review current materials ☐ Update with new information ☐ Distribute to team
  • Task 12: Plan for Next Phase due in 3 months
    ☐ Reflect on past phase ☐ Set goals for next phase ☐ Update dashboard
  • Task 14: Conduct New Training Session due in 14 weeks
    ☐ Plan session ☐ Conduct training ☐ Provide support
  • Task 15: Monitor New Phase due in 15 weeks
    ☐ Track task progress ☐ Address issues ☐ Encourage team
  • Task 16: Review Team Progress due in 16 weeks
    ☐ Assess team performance ☐ Provide feedback ☐ Set new goals
  • Task 17: Update Dashboard due in 4 months
    ☐ Add new tasks ☐ Archive completed tasks ☐ Update task progress
  • Task 18: Conduct Feedback Session due in 18 weeks
    ☐ Collect feedback ☐ Discuss improvements ☐ Implement changes
  • Task 19: Review Key Metrics due in 19 weeks
    ☐ Assess effectiveness ☐ Adjust as necessary ☐ Update dashboard
  • Task 20: Celebrate Successes due in 5 months
    ☐ Identify wins ☐ Communicate to team ☐ Celebrate together