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Task Management

Overview

Tasks represent executable delivery work. Tasks provide ownership and progress tracking for requirements.

Key Concepts

  • Task: unit of work assigned to a Teammate

  • Task status: workflow state for execution tracking

  • Due date: planning signal for sequencing and reviews

  • Save View: repeatable task review list

How It’s Used

Use tasks to execute requirements. Use Save Views for daily triage and weekly delivery reviews.

Benefits

  • Clear ownership and accountability

  • Faster execution tracking through consistent statuses

  • Better planning through due dates and views

Setup Steps

1

Create and assign tasks

2

Standardize task views

Best Practices

  • Link tasks to requirements when traceability is required.

  • Keep status meanings consistent across Projects.

  • Use Segments and Processes for reporting consistency when configured.

Summary

Task Management supports execution tracking for requirements. Views and statuses provide repeatable review workflows.

Related:

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