The Tasks page helps you manage all the next steps from your meetings. The Tasks and Backburner items recorded during a meeting are housed on the Tasks page in that meeting's workspace. Your team can also create new, modify and complete Task Groups and Tasks on this page to keep the team aligned and move the work forward.
In this article, you'll learn:
Depending on how your team works, you may or may not have a shared task system. Regardless, its useful to align with your team on the critical aspects of getting the work done. Using Task Groups as headers to group related tasks will help keep your team organized. Clarifying Tasks will ensure everyone knows what they are responsible for. Check off the Task Groups or Tasks that are completed so everyone is on the same page.
Tip: In addition to viewing shared tasks in a workspace, you can also view all the Task Groups and Tasks you own across workspaces in the My Work View.
Task Groups organize related tasks together. A Task Group can be:
- a milestone (Final proposal is approved by senior leadership.)
- a work activity (phone calls, research, design)
- project phases (phase 1, phase 2 / design, build, launch)
- status of work (not yet started, in progress, blocked, completed)
- a period of time (March, April / Q1, Q2)
You can create many tasks under a single Task Group and they function as a collective unit. When you drag a Task Group , all the associated tasks will go with it, and you can drop it in any order you like on the page.
Click here to learn different ways to name your task groups.
Tasks are action items to be completed and they are always associated with a Task Group. This helps the team stay organized, aligned and clear about the bigger picture. A task can be reordered within its grouping under the same Task Group or dragged to another Task Group.
Tips for writing and managing Tasks:
- Phrase a Task with a verb so it is clear and actionable. eg: Create a list of stakeholders.
- Assign an owner and a due date to each task, so nothing falls through the cracks.
- Use the Task detail pane to add contributors (people to keep informed or responsible for contributing to the task), notes and documents.
- Each person is responsible for keeping their Tasks up to date, marking them complete, etc. Consider checking in on the Tasks page during team meetings.
During a meeting, the conversation can become distracted by topics, issues, questions or initiatives that are important but off topic for that meeting. Click here to learn more about how you can create, prioritize and utilize Backburner items.