Beginner
Standardized PBC tracker template (status, owner, evidence)
Creates a PBC tracker with status fields, SLAs, and evidence links for audit/close coordination. Useful for keeping engagements on track.
Create a PBC tracker template for {engagement_name}.
Inputs:
- Cycles and request items: {pbc_items}
- Client contacts and owners: {client_owners}
- Internal team roles: {team_roles}
- Deadlines: {deadlines}
Output:
1) Tracker table with columns: Cycle, Request, Purpose, Format, Owner, Due, Status, Date received, Review notes, Evidence link.
2) Status definitions and cadence for updates.
3) Escalation rules and a weekly status email template.
Make it easy to use in Sheets/Excel.Related Prompts
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