Team Project for Task Tracking and Sharing Template

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Boost your team's productivity and alignment with this template designed for seamless task tracking and sharing. Ideal for accounting and auditing firms, this template ensures that everyone on the team stays informed and aligned.

From setting up a project management tool to establishing communication guidelines and training the team, this template provides a comprehensive guide to effective collaboration. Implement it to streamline your workflows and achieve unified objectives.

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Team Project for Task Tracking and Sharing for Priority Matrix

Team Project for Task Tracking and Sharing in Priority Matrix

Enhance team collaboration by tracking tasks and sharing updates seamlessly.

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Proposed Tasks

High Impact, Immediate Tasks

  • Task 1: Set up project management tool
    ☐ Research suitable project management tools ☐ Select a tool ☐ Set up an account ☐ Invite team members
  • Task 10: Train team on document repository
    ☐ Plan training session ☐ Conduct training session
  • Task 2: Establish task categories
    ☐ Identify key categories of tasks ☐ Create categories in project management tool
  • Task 5: Establish communication guidelines
    ☐ Identify preferred methods of communication ☐ Establish guidelines for communication and task updates
  • Task 6: Train team on project management tool
    ☐ Plan training session ☐ Conduct training session

High Impact, Long-Term Tasks

  • Task 13: Train team on dashboard
    ☐ Plan training session ☐ Conduct training session
  • Task 17: Train team on meeting expectations
    ☐ Plan training session ☐ Conduct training session
  • Task 19: Train team on feedback process
    ☐ Plan training session ☐ Conduct training session
  • Task 3: Populate tool with current tasks
    ☐ Identify current tasks ☐ Enter tasks into project management tool
  • Task 4: Assign tasks to team members
    ☐ Identify who is responsible for each task ☐ Assign tasks in project management tool
  • Task 8: Set up shared document repository
    ☐ Identify suitable document sharing tools ☐ Create account ☐ Upload key documents

Low Impact, Quick Wins

  • Task 11: Establish document update schedule
    ☐ Identify frequency of document updates ☐ Communicate schedule to team
  • Task 14: Establish dashboard update schedule
    ☐ Identify frequency of dashboard updates ☐ Communicate schedule to team
  • Task 15: Set up team meetings
    ☐ Identify suitable meeting times ☐ Schedule recurring meetings
  • Task 18: Set up feedback process
    ☐ Identify preferred feedback methods ☐ Communicate process to team
  • Task 7: Establish task update schedule
    ☐ Identify frequency of task updates ☐ Communicate schedule to team
  • Task 9: Establish document naming conventions
    ☐ Identify logical naming conventions ☐ Communicate conventions to team

Low Priority / Future Tasks

  • Task 12: Create project dashboard
    ☐ Identify key metrics for dashboard ☐ Create dashboard in project management tool
  • Task 16: Establish meeting agenda template
    ☐ Create a template for meeting agendas ☐ Share template with team
  • Task 20: Review project success
    ☐ Identify key success metrics ☐ Review project against metrics ☐ Communicate results to team