Team Task and Workflow Management Dashboard Template

More management-consulting templates

Effective team management is crucial in consulting. This template helps you create a dashboard to align your team on key tasks and ensure efficient workflow. By following the step-by-step guide, you can improve efficiency and productivity across your team.

From defining dashboard features to training your team and monitoring usage, this template covers all the essential tasks needed to ensure your team is on track and working effectively.

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Team Task and Workflow Management Dashboard for Priority Matrix

Team Task and Workflow Management Dashboard in Priority Matrix

Align your team on key tasks and ensure efficient workflow with this management dashboard template.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Define Dashboard Features due in 1 week
    ☐ Identify key features needed in the dashboard ☐ Consult with team members about what they would like to see ☐ Document feature list
  • Task 2: Select Dashboard Platform due in 2 weeks
    ☐ Research available dashboard platforms ☐ Compare features and pricing ☐ Choose the most suitable platform
  • Task 4: Implement Dashboard Features due in 4 weeks
    ☐ Start building out the dashboard features ☐ Test each feature as it's implemented ☐ Fix any issues that arise
  • Task 6: Launch Dashboard due in 6 weeks
    ☐ Ensure all features are working properly ☐ Make any final adjustments ☐ Officially launch the dashboard to the team

High Impact, Not Urgent

  • Task 3: Design Dashboard Layout due in 3 weeks
    ☐ Sketch out dashboard layout ☐ Decide where each feature will be located ☐ Ensure layout is user-friendly and intuitive
  • Task 5: Train Team on Using Dashboard due in 5 weeks
    ☐ Prepare training materials ☐ Hold a training session for the team ☐ Answer any questions and address any concerns
  • Task 8: Make Adjustments Based on Feedback due in 8 weeks
    ☐ Review the feedback received ☐ Decide which suggestions to implement ☐ Make the necessary adjustments to the dashboard

Low Impact, Urgent

  • Task 7: Obtain Feedback on Dashboard due in 7 weeks
    ☐ Ask team members for their feedback ☐ Document feedback ☐ Identify any common issues or suggestions
  • Task 10: Conduct Follow-up Training if Needed due in 10 weeks
    ☐ Assess if additional training is needed ☐ Prepare new training materials if necessary ☐ Hold another training session

Low Impact, Not Urgent

  • Task 9: Monitor Dashboard Usage due in 9 weeks
    ☐ Track how often the dashboard is being used ☐ Identify if certain features are not being used ☐ Consider if any changes need to be made based on usage