1 February 2013

Tasks Management

Friends, let us talk about concept of Tasks Management in Smart Manager
  • An efficient & robust Tasks management system is the need of the day
  • Everyone who wants to work in systematic way with high efficiency must follow it
First step is to define place for your Tasks to reside. If you operate in multiple contexts, create documents with context specific name

For Personal tasks it can be P Tasks, for business tasks B Tasks, office Tasks O Tasks and so on If initial letter is same for more than one context two letters can be used

Hope you are moving along. Going to the next step ..

Add all known Tasks to the appropriate context. This is a recurring process. These documented tasks come under Planned category  

Example Getting son’s book goes to P Tasks whereas Talk to service provider goes to B Tasks

Segregating the tasks according to context helps you balance different roles you play with ease    

  •  Moving on, select tasks which you intend to do in the coming days and move them to Scheduled category. Allot start and completion schedule dates for each of these tasks
  • Add to Pending list also (under Expecting/ Pending list*) 
  • As you start work on a scheduled task, move it to Progress category. Many times,  tasks may not be completed in one go. Whatever activity is performed, add a numbered update (U1, U2 and so on) to describe it. Always add date of starting and completion in each update. If an activity is completed in 1 day, add one date  
  •  Make  U1, U2 bold (if support is present to do this) to easily identify Task stages
  •  It’s good to create an execution plan for Tasks. It brings clarity as to how the complete task would be executed and also to have better schedule estimation
Each activity which is part of plan should be added  as a planned update (U1’ , U2’ and so on) to describe the planned activity. Special symbol should be used to distinguish planned update from executed update. Same symbol used twice can be used to mark updates which are in progress
 
  • Schedule can also be added to planned updates
  • Once the task is completed move it to Done category
  • Separate each task with special character. Don’t use numbers as tasks are moved in different categories or shifted up/down in list, it could consume lot of time to update numbering
  • Always update Expecting/Pending list* as you work on tasks

Have you identified your contexts yet ? Do a little brain storming and add some tasks to appropriate contexts. Start following the above process to get comfortable with the approach.

Let's move on to tasks categories

Tasks categories

Planned Tasks which have been documented but not assigned a schedule yet. If broad priority is known, keep Tasks with higher priority on top and vice versa. This helps in quickly moving top tasks to scheduled instead of thinking every time which tasks to pick in the case where tasks are present in random order

Scheduled Tasks which have been assigned a start & completion schedule 

Progress Tasks having at least one executed/ongoing update    

Done Tasks with all planned activities executed

Deferred Tasks which are not to be done in immediate future due to certain constraints

No response Tasks where you are dependent on an external entity for execution but you have not received necessary response from them yet and expectation for getting response is bleak
 
Need external input Tasks where you have performed actions in your scope and are waiting for someone else’s input before proceeding

Done/Repetitive Tasks which have been executed once but need to be repeated at a certain period of time again in future. Define: Repeat interval, last executed, upcoming execution date, dates on which execution happened

Sample

B Tasks

Progress

Do analysis of existing web sitesU1 Analyzed 5 sites SD 10 Aug’12 ED 12 Aug’12  U2’ Share analysis document for review 13 Aug’12 
SD: Update Start Date  ED: Update End Date U1 Executed U2’ Planned
Stay tuned for more !

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Thanks
Aman Preet Singh
GlobalFactor

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 * We would talk about this in future post