Tasks

A "Task" is a specific job that needs to be done within a time-frame. A best practice is to define a due date and one person responsible for coordinating the amount of work to be done in that task, in order to fulfill predefined goals. With that single person responsibility you maximize the chances of that work to get done in that time-frame (success).

When you need to involve other people in that task execution, you can do it by assigning a second level of responsibility that we call "task followers" - people involved in, but not the main person responsible (in charge) of that specific task.

Don't be afraid of splitting tasks in many. For example, when we thing that some "task" needs 2 assignees, in fact, it's a "job" that needs 2 tasks, one for each assignee - by doing that we guarantee the single person responsibility (more chances of success), each person will have his "assigned task" on their "to-do list" and they can even track time independently. 

Creating Tasks
In order to create Tasks, you need first to create a Task List to insert that task. After that, open the Task List you want the new Task to be in and create it. Don't forget to select it's Assignee and Deadline.



shortcut: task deadline (+2d)

When you add a task, type +2d or +1w at the end of the task name, and the task deadline will be today + 2 days, or + 1 week, check it out.




Kanban Card

  • Change Assignee
              


  • Change Deadline
         
  


  • Execution Date
                 


  • Task Followers 
     
           

    • Notes and Documents
                    

    • Task Options
       
                 


    • Move Task to another List or to the Ideas Pipeline
                
     


    • Time Tracking
                   



    Task Views  
    • Status Kanban - In this view, the Tasks Kanban Cards are grouped by Status: todo (grey), doing (blue), issue (red) and done (green).




    • Category Kanban - Besides the 4 available Tasks Statuses you can group your tasks into "categories". 



    • Grid View - Get an overall view of the Tasks in a specific Task List and a Summary of the Estimated and Used Hours.