Free Client Task List Template
CLIENT TASK LIST
|
Name |
Company |
|---|---|
|
[Your Name] |
[Your Company Name] |
As a project manager, the [Your Company Name] serves as a crucial tool for organizing and overseeing tasks related to client projects and communications.
Task Details
|
Task Description |
Priority |
Deadline |
Assignee |
Status |
|---|---|---|---|---|
|
Review brief and proposal |
High |
2054-07-15 |
John Doe |
In Progress |
|
Develop initial project timeline |
Medium |
2054-07-20 |
Jane Smith |
Not Started |
|
Conduct market research |
High |
2054-07-30 |
Emily Brown |
In Progress |
|
Create project budget |
Medium |
2054-08-05 |
John Doe |
Not Started |
|
Draft project contract |
High |
2054-08-10 |
Jane Smith |
Pending |
|
Schedule kickoff meeting |
High |
2054-08-15 |
Emily Brown |
Not Started |
Additional Notes
-
Regular updates and clear communication channels are maintained with clients via email and scheduled meetings.
-
Task statuses are monitored closely to ensure deadlines are met and milestones are achieved as per the project plan.
-
All client interactions and project milestones are documented in project management software for reference and future audits.
-
Scheduled client meeting for final approval. Client feedback is incorporated into the proposal.
-
Waiting for client feedback on proposed milestones and project phases.
-
Research materials were gathered, analysis phase is ongoing. Initial findings show promising market opportunities.
-
The budget template was prepared, awaiting financial input from the finance team.
-
Legal team review pending before client presentation. Terms and conditions are being finalized based on client requirements.
-
The meeting agenda was drafted. Waiting for client availability confirmation.
This detailed template provides a structured approach for project managers to effectively manage client tasks, ensuring projects progress smoothly and meet client expectations
