Team Project for Task Tracking and Sharing Template
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Enhance collaboration within your coaching team with this comprehensive template for task tracking and sharing. Designed for the Corporate Coaching & Family Business industry, this template ensures that all team members stay informed and aligned by seamlessly sharing updates, tasks, and notes.
By implementing this template, you'll streamline communication, define clear roles and responsibilities, and establish effective task accountability measures. Ensure your team operates with unified objectives and delivers top-notch client service.
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Team Project for Task Tracking and Sharing in Priority Matrix
Seamlessly share updates, tasks, and notes to keep your coaching team informed and aligned.
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Proposed Tasks
Immediate Action Needed
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Task 1: Setup Project Management Tool (due in 1 week)
☐ Research and select a suitable project management tool ☐ Sign up for the tool ☐ Set up the team accounts -
Task 4: Assign Roles and Responsibilities (due in 1 month)
☐ Assign roles and responsibilities to each team member ☐ Communicate the roles and responsibilities to the team -
Task 6: Establish Communication Channels (due in 6 weeks)
☐ Identify suitable communication channels ☐ Set up the channels ☐ Communicate the channels to the team
Plan and Prepare
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Task 2: Define Task Categories (due in 2 weeks)
☐ Identify various categories of tasks ☐ Define scopes for each category -
Task 3: Create Task Templates (due in 3 weeks)
☐ Create task templates for recurring tasks ☐ Share templates with the team -
Task 5: Setup Task Tracking System (due in 5 weeks)
☐ Establish a system for tracking tasks ☐ Train team members on how to use the system -
Task 7: Create a Task Sharing Protocol (due in 2 months)
☐ Create a protocol for sharing tasks ☐ Share the protocol with the team -
Task 9: Implement Task Accountability Measures (due in 3 months)
☐ Implement measures to hold team members accountable for their tasks ☐ Communicate these measures to the team
Delegate and Monitor
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Task 8: Schedule Regular Team Meetings (due in 2.5 months)
☐ Schedule regular team meetings ☐ Communicate the meeting schedule to the team
Low Priority/Long Term Goals
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Task 10: Review and Adjust the System (due in 4 months)
☐ Review the effectiveness of the task tracking and sharing system ☐ Make necessary adjustments