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Chat and tasks

Following tasks: statuses, the board and reminders

Once tasks exist, the question is where they stand today. The Tasks module shows work by status, owner and date, so you see what is late before a client asks about it.

Steps

  1. Open the Tasks module and pick the view that fits: a list for quick follow-up, or a board to see the statuses side by side.
  2. Move a task between statuses as work advances — the status updates immediately for everyone watching.
  3. Filter by owner, project or date to get one picture instead of a long list.
  4. Review what is late first thing in the morning. A delay caught early never becomes a crisis.

Worth knowing

  • Hold the morning stand-up in front of this board, not a spreadsheet. What is not on the board is not being followed.
  • Comments on a task stay with it, so the context survives when a colleague takes it over.

The module this belongs to: Explore Tasks

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