Team Task Tracking and Collaboration Project Template

More project-management templates

Ensure your financial services team stays informed and aligned with this comprehensive task tracking and collaboration template. Designed to streamline communication and project management, this template allows you to share updates, assign tasks, and track progress effortlessly.

Effective collaboration is crucial in the financial services industry, and this template helps you achieve unified objectives and top-notch project execution.

Get this template on priority matrix

Team Task Tracking and Collaboration Project for Priority Matrix

Team Task Tracking and Collaboration Project in Priority Matrix

Keep your financial services team aligned with seamless task tracking and collaboration.

You can start using Team Task Tracking and Collaboration Project or other Project-Management 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

Critical and Immediate

  • Task 1: Establish Project Management Platform
    ☐ Research suitable platforms ☐ Choose a platform ☐ Set up an account ☐ Invite team members
  • Task 13: Finalize Project
    ☐ Ensure all tasks are completed ☐ Review project outcome against objectives
  • Task 14: Conduct Project Review Meeting
    ☐ Prepare agenda for meeting ☐ Discuss project outcome, successes, and areas for improvement
  • Task 2: Define Project Scope
    ☐ Understand the project ☐ Determine the tasks ☐ Assign roles and responsibilities
  • Task 5: Set Up Communication Channels
    ☐ Decide on a primary communication channel ☐ Set up secondary communication channels
  • Task 6: Conduct Kick-off Meeting
    ☐ Prepare agenda ☐ Conduct meeting ☐ Discuss project scope, timeline, and roles

Important but not Urgent

  • Task 18: Update Project Management Best Practices
    ☐ Update company's project management best practices based on lessons learned
  • Task 3: Set Up Project Timeline
    ☐ Break down the project into manageable tasks ☐ Assign due dates to each task
  • Task 4: Assign Tasks to Team Members
    ☐ Assign tasks to team members based on their roles and responsibilities
  • Task 7: Regular Progress Meetings
    ☐ Schedule regular meetings ☐ Prepare agenda for each meeting ☐ Discuss progress, challenges, and solutions

Less Critical but Immediate

  • Task 12: Maintain Open Communication
    ☐ Encourage team members to communicate openly ☐ Ensure everyone feels heard and valued
  • Task 17: Share Lessons Learned
    ☐ Document lessons learned from the project ☐ Share with the team and other relevant parties
  • Task 20: Provide Feedback to Team Members
    ☐ Provide constructive feedback to each team member ☐ Discuss areas for improvement
  • Task 8: Update Task Status Regularly
    ☐ Regularly update the status of assigned tasks ☐ Communicate any challenges or delays
  • Task 9: Share Project Updates
    ☐ Prepare project updates ☐ Share updates with team members

Less Important and not Urgent

  • Task 10: Resolve Project Issues
    ☐ Identify any issues or challenges ☐ Brainstorm solutions ☐ Implement solutions
  • Task 11: Adjust Project Timeline if Necessary
    ☐ Review project timeline regularly ☐ Make adjustments if necessary
  • Task 15: Archive Project
    ☐ Ensure all project documents are saved and archived
  • Task 16: Celebrate Success
    ☐ Plan a celebration for the team ☐ Recognize individual contributions
  • Task 19: Prepare for Next Project
    ☐ Start preparing for the next project based on lessons learned