This guide gives you an overview of Task Management, its importance, and how to implement an effective task management system. Release Updates Outlined feature updates from our last releases.Help Center Endless support in case you are stuck.OKR Canvas Kick start your okr implementation right away.Answers (FAQs) Get instant solutions to your queries.Watch Latest Webinars Discover current trends and expert insights.OKR Examples Collection of OKR examples for your business.KPI Library Find the Most Effective KPIs for your business.eBooks Books sharing our OKR expertise, ideas and insights.OKR University OKR resources for beginners and experts.Why ? Know what customers like you think about us.Case Study Know why 1000s of brands trust.Integrations Integrate easily with all your favorite apps.Employee Engagement Engage, align and inspire your team.
Task Management Increase day-to-day productivity.Performance Management Build a high performance team.OKR Management Strategy-execution made easy.Product Overview Know more about our products.You can use this information to determine which engagement teams need additional resources or more attention. You will see all of the overdue open tasks for your organization displayed on the Tasks page. On the filter menu, choose Status | Open. Select the filter icon ( ) in the search bar, and on the filter menu choose Due | Overdue.
Viewing overdue tasksĪlternatively, you can look up all overdue tasks for all of your clients across your organization. If an open task has a due date that has already passed, its status and due date are both displayed in red. The list is sorted by due date in ascending order, so the earliest tasks are displayed at the top of the list. You are now looking at a list of all the tasks related to your engagement. Select the Due column heading to sort the tasks by due date. Select your client entity in the entity selector at the top left side of the page. If your organization uses tasks in Cloud for engagement milestones, you can quickly review the tasks for a client to measure the relative engagement progress.Įnsure that you have the Viewer role or equivalent permissions for the client entity. You have now set a due date for the task in Cloud. In the Edit Task dialog, select a due date using the calendar menu. On the Tasks page, select the task to be assigned a due date. Select the Activities menu, then choose Tasks. When you set due dates for the activities on Cloud, other staff can track and manage their workloads and deadlines more easily.Įnsure that you have the Editor role or equivalent permissions for the client entity. With these due dates assigned, you can review the progress of your organization's work from the Activities page. If your organization uses tasks in Cloud to track engagement deliverables, you can assign due dates to them.
You may need to look at your organization as a whole, or you may want to manage a specific client engagement. As a manager or a partner, you need a way to track the progress made by your organization.