Team Project for Task Tracking and Sharing Template

Team Project for Task Tracking and Sharing in Priority Matrix

Seamlessly share sales updates, tasks, and notes with your team to ensure everyone stays informed and aligned.

You can start using Team Project for Task Tracking and Sharing or other Finance 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

Low Impact, Scheduled Execution

• Task 1: Create a shared task management platform due in 1 week
  ☐ Research on best task management platforms ☐ Set up the chosen platform ☐ Share access with the team
• Task 2: Develop task tracking system due in 2 weeks
  ☐ Create a system for tracking tasks ☐ Establish task status indicators ☐ Train the team on using the system
• Task 3: Schedule weekly task review meetings due in 3 weeks
  ☐ Set up a recurring meeting ☐ Prepare agenda for first meeting ☐ Send out calendar invites to the team
• Task 4: Develop task delegation process due in 1 month
  ☐ Establish criteria for task delegation ☐ Create process flow for task delegation ☐ Train the team on the process
• Task 5: Establish task completion reporting mechanism due in 5 weeks
  ☐ Define how task completion should be reported ☐ Develop a template for task completion reports ☐ Train the team on using the template
• Task 6: Create system for urgent task escalation due in 6 weeks
  ☐ Define what constitutes an urgent task ☐ Establish protocol for escalating urgent tasks ☐ Train the team on the protocol
• Task 7: Develop process for task prioritization due in 7 weeks
  ☐ Establish criteria for task prioritization ☐ Create a process flow for task prioritization ☐ Train the team on the process
• Task 8: Implement system for task updates due in 2 months
  ☐ Define how task updates should be reported ☐ Develop a template for task update reports ☐ Train the team on using the template
• Task 9: Train team on task management platform due in 9 weeks
  ☐ Prepare training materials ☐ Conduct training sessions ☐ Collect feedback and address any issues
• Task 10: Establish process for task feedback due in 10 weeks
  ☐ Define how task feedback should be given ☐ Develop a template for task feedback ☐ Train the team on giving and receiving feedback
• Task 11: Set up system for task reminders due in 11 weeks
  ☐ Establish when task reminders should be sent ☐ Set up automatic task reminders ☐ Train the team on managing task reminders
• Task 13: Establish a process for task revision due in 13 weeks
  ☐ Define when a task should be revised ☐ Create a process for task revision ☐ Train the team on the revision process
• Task 12: Implement task completion rewards system due in 3 months
  ☐ Define what constitutes task completion ☐ Establish rewards for task completion ☐ Inform the team about the rewards system
• Task 14: Set up system for task archiving due in 14 weeks
  ☐ Establish when a task should be archived ☐ Set up a system for task archiving ☐ Train the team on the archiving system
• Task 15: Implement a process for task rescheduling due in 15 weeks
  ☐ Define when a task should be rescheduled ☐ Create a process for task rescheduling ☐ Train the team on the rescheduling process
• Task 17: Implement a process for task reassignment due in 17 weeks
  ☐ Define when a task should be reassigned ☐ Create a process for task reassignment ☐ Train the team on the reassignment process
• Task 16: Set up system for task history tracking due in 4 months
  ☐ Establish what information should be tracked ☐ Set up a system for task history tracking ☐ Train the team on the tracking system
• Task 18: Set up system for task duplication due in 18 weeks
  ☐ Establish when a task should be duplicated ☐ Set up a system for task duplication ☐ Train the team on the duplication system
• Task 19: Implement a process for task deletion due in 19 weeks
  ☐ Define when a task should be deleted ☐ Create a process for task deletion ☐ Train the team on the deletion process
• Task 20: Establish a process for task approval due in 5 months
  ☐ Define what constitutes task approval ☐ Create a process for task approval ☐ Train the team on the approval process