Turn an objective into concrete tasks
Create a task for an identifiable result: writing a help page, preparing a set of tests, updating a procedure or reviewing a document. Add subtasks when a deliverable involves several steps that need to be tracked separately.
Give each task a title describing the action and a description explaining the result. Include relevant details and completion criteria. Someone picking up the task can then understand the work without reconstructing the project's entire conversation.
Assign the work and follow its progress
Assign tasks to organization members and set the dates your project needs. Statuses help you track work to do, work in progress and completed work according to how your team is organized.
At a project check-in, examine tasks that need a next action: clarifying a request, completing a deliverable or arranging a review. Update the assignee, conversation and status so everyone knows what they can take forward.
Keep feedback and documents close to the task
Comments, attachments and reactions stay with the task. Feedback on a proposal or document remains connected to the work that needs to change. Activity helps you find the changes made around that task.
Link a project note when it holds the specifications, procedure or useful references. The note is the team's shared document; the task describes the action, assignee and progress. You can develop the document and the work within the same project.
Prepare a task plan with Nudgy
Ask Nudgy to turn an objective into tasks in the project. Specify the deliverable, reference documents, expected date and your team's constraints. Project instructions provide a shared frame for the work requested.
For example: 'Prepare the tasks for updating our product documentation: inventory the pages, write the changes and organize a review.' Examine the tasks created, adjust the assignees and add the decisions your team needs to make.
Example: updating internal documentation
In this illustrative scenario, a team is preparing documentation for a new product release. One task tracks the user guide update, with subtasks for screenshots, explanations and review. Assignees can find the reference note from the task.
Review feedback is added as comments. The team revises the relevant passages, updates the subtasks and completes the task when the document meets the agreed criteria. The project keeps the document and conversations for the next update.
Put it into practice
- Explore project management
- Bring project notes and instructions together
- Move tasks forward with Nudgy
- Break work into subtasks