Tasks View

The whole purpose of Task Management is to ensure that nothing falls between the cracks, and nothing gets missed.

Simply put, to be successful you have to make a list of Tasks and then make sure you regularly go back and look at that list.

If you do this each day, you can then decide which Tasks you should action now, which Tasks can be done another time, which Tasks are no longer relevant, and which Tasks have been done. This is sometimes referred to as a review.

The Tasks section can be found in the Sidebar. Tasks are grouped by:

Inbox:

The Inbox shows all the Tasks that have not been assigned to an Objective. Ideally, the Inbox should be empty, and it is a good idea to periodically sift through your Inbox and assign Tasks to the appropriate Tasks List.

Worklist:

The definition of a Worklist Task is a task that is opened by the current user and is not yet done.

This is a list of any Tasks that has been given the status of Worklist, which means it is flagged as a Task that has a raised importance above other Tasks. A Worklist Task will also appear in the middle panel of your Today Screen.

When adding a Task to Worklist the checkbox turns orange, and the Task is moved from the Due section to the Worklist section. Some people set a series of Worklist Tasks at the beginning of the day and these are then worked on during the day.

Did you know?

The Worklist section in the Home Screen does not by defualt display the Due date of the Task, because a Worklist Task is something you aim to get done today or as soon as possible. You can however choose the Worklist Task and assign a due date if necessary, such as a repeating due date.

Check the Pin icon on any existing Task to upgrade it to a Worklist Task. The Pin becomes a solid colour and the check box goes from black to orange.

My Tasks:

This shows a full list of all Tasks that are owned by the current user or delegated to the current user and are not yet done.

Someday:

Tasks that don’t have a specific due date can be set as Due Someday. These Tasks can be reviewed and updated with a corrected due date as needed.

Categories and Keywords:

These display Tasks grouped by either assigned Categories or Keywords.

Delegated:

This will display a list of all Tasks that have been delegated to or by the current user. This is an excellent way to have oversight of all Tasks you have asked other users to do.

Done:

This will display a full list of Tasks that have been marked Done by the current user and sorted by the Start date. This view may not be used very often, but you may find it is helpful to get a full list of the Tasks that have been completed recently.