This monthly tasks checklist helps you maintain control over recurring business responsibilities across departments. We created this template to make it easier to keep track of your organization’s monthly operations.
The Project Management Institute found that nearly 12% of resources in an organization are wasted because of inefficient task management. With sections for general tasks, accounting, sales, and operations, you can quickly verify that essential activities are completed on time. When end-of-month deadlines approach and your team is juggling multiple priorities, this checklist ensures critical tasks like tax filing and client follow-ups receive the attention they deserve.