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Territory Plan w/ SFDC
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Add tasks to the table. Add new columns to detail and track information that’s relevant to your team, like dependencies and task kickoff dates.
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Tasks Formatting Key
blue
| due today,
9/24/2024
yellow
| overdue
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My tasks
table below. Learn more on conditional formatting
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My tasks
My tasks
6
Task
Status
Category
Due
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Details
Status
Task
Next Step
Due
Notes
Category
Who Next
Details
Status
Task
Next Step
Due
Notes
Category
Who Next
1
Backlog
QA + bug squashing
4/20/2023
Customer
Not Me
2
In Progress
Create launch promotion plan
Reach out in slack channel with update
4/14/2023
Team
Me
3
Pending
Send them an SOW by XYZ date
4/24/2023
Customer
Me
4
Pending
Submit food preference for team onsite
4/21/2023
Team
Me
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Tasks Board
Tasks Board
6
Backlog
1
Pending
2
In Progress
1
Done
0
Backlog
1
Pending
2
In Progress
1
Done
0
QA + bug squashing
Due
4/20/2023
Category
Customer
Who Next
Not Me
Send them an SOW by XYZ date
Due
4/24/2023
Category
Customer
Who Next
Me
Submit food preference for team onsite
Due
4/21/2023
Category
Team
Who Next
Me
Create launch promotion plan
Next Step
Reach out in slack channel with update
Due
4/14/2023
Category
Team
Who Next
Me
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