Business Task Manager
About this template
With this template you are getting a complete company management package for a small (Or freelance) company.
The template is configured so you can add deliverables (One off or recurring) with a pre-configured template.
To these deliverables you can add tasks (Small or Large) with a pre-configured template.
To the large tasks you can add sub-tasks in the pre-configured template.
Both the task and deliverable section have progress tracking and required field checks included.
Includes meeting notes section te keep track of internal/external meetings and add "action Points".
Template sections:
Main menu
- Home button
- Navigation to main sections.
- Navigation persists through all main sections for easy navigation
Company dashboard:
- Task priority and task health graphs
- Deliverable database view(s) with buttons to quickly add new (recurring) deliverables + 4 different filter views including timeline.
- Task database view(s) with buttons to quickly add new (Large or small) tasks + 5 different filter views including timeline and priority views
- Meeting notes database view(s) with buttons to quickly add new (Daily/weekly/monthly) meetings + 3 different views
Personal pages:
The personal page can be used to give each employee their own view with tasks specifically assigned to them.
- Template to duplicate personal page, you just need to add the applicable person to the filter of each section.
- Tasks - This week & high priority (Open done tasks)
- Deliverables (Open and done)
- Tasks - Coming 7-30 days
- Tasks > 30 days
Priority & Health board
These boards can be used to:
- Prioritize tasks and follow their progress
- Keep track of which task are late or have not been assigned a "due date"
Page Templates
- Deliverable (One off)
Used to track one off deliverables like "Get website online", "Create feature xx etc.
Template contains section to quickly add and link tasks to the deliverable.
- Deliverable (Recurring)
Used to track recurring tasks like supplier reviews, VAT applications etc.
Template contains section to quickly add and link tasks to the deliverable.
Task (Small)
Used to track one or a few small tasks
Task (Large)
Used to track a group of linked small tasks that result in performing the big task
Meeting notes (Daily, Weekly, Monthly)
Used to track internal and external meetings and extract action point to further track.
