Tag Archives: Task Management

When is a task not a task?

In the world of productivity there’s always a running debate around task management.

In the world of productivity there’s always a running debate around task management. Should they have reminders? Do they get scheduled? How do you track them? How do you follow-up? Before delving into that type of discussion let’s focus on helping define exactly what tasks are to you and how you can get a grip on them.

The term “task” is a loaded one in my dictionary, because it immediately conjures the image of something hard, something that needs to be “managed,” and something that needs a “manager.” Let’s change the definition a little and see if that helps grant us a better perspective. Instead of a task being focused on work to expend, let’s focus it on objective to be accomplished. Each task we complete should be an accomplishment, no matter how minor. (You have no idea how often completing the task of “getting my morning coffee” is the biggest accomplishment of the day. Now, with our new outlook on tasks, we can change even more rules.

When we look at tasks there are really two types in my book: tasks you assign yourself and tasks assigned to you by someone else. The biggest difference is the second type, assigned by someone else, involves just that…someone else. Part of the task accomplishment process then has to include the other person in the mix to be considered an accomplishment when complete. Let’s take a closer look at a basic userflow (one of my favorite terms) for the two types of task:

Task A — Assigned by me

Identify the task –> Document the task –> Plan –> Execute –> Document accomplishment

Task B — Assigned by someone else

Receive assignment –> Review assignment –> Acknowledge assignment –> Capture the task –> Document the task –> Plan –> Execute –> Document –> Report accomplishment –> Confirm or review accomplishment

If you are in a situation where a task takes longer than planned, you add in a loop for “Report Status –>” after Execute and go back to Execute to continue working. See how much more complicated things get when we introduce another human in the equation? This is where so many of our “task management” solutions fall apart. As professionals, we strive to find the one system, the one miracle pill, to address both Tasks A and B. They’re a rare beast by any measure. So how do we do this? There has to be a way. My opinion…it all comes from a change in perspective.

Communication vs. completion

Let’s take Task B from earlier since it’s the complicated one and break it down into two main areas: action and sharing.

Receive assignment –> Review assignment –> Acknowledge assignment –> Capture the task –> Document the task –> Plan –> Execute –> Document –> Report accomplishment –> Confirm or review accomplishment

Interesting change in what the task effort looks like, isn’t it? Out of the 10 steps to carry out the task, only two focus on the “doing” of the task. The rest are either receiving, sharing, or documenting (for future sharing.) When we look at our tasks this way, we can see putting energy into the task itself is not where the bulk of the work is derived. The heavy lifting comes from the communication back and forth to keep both parties engaged. Now this is just if you’re working with one person on a task. Think about what happens when we add two, three, or more.

Creating the stages in a solution for managing tasks from others must include steps to close the loop on the communications. Updates, snapshots, etc. are all part of the accomplishment of the task, but for more than just the “doing.” If you are going to establish a reputation for being the type of person who gets things done, others have to know you are doing just that. It’s up to you as part of your solution to make sure information about the successes are getting back to the right people in a timely manner so your reputation for quality work grows, rather than just becoming the person who can really crank out the widgets.

When you’re designing your “task management solution” always keep this in mind; the work you do is only a fraction of the work you share.


Hack for adding tasks to Notion

If you’re using Notion as a task manager, here’s a quick tip for entering new tasks. First, create views in your task list database that filters for things such as today’s date, tomorrow’s date, and specific categories. Next make sure you apply the relevant filter BEFORE you create the new task. This way, when you add the new task to the list, Notion will automatically apply the filtered properties to the new task.

For example, if I’m adding a task for today, I go to my Today’s Tasks view first. This is filtered for any task that has a due date of today. Now when I click on the new button from this view, any new tasks created will get today’s date assigned to them. I have a similar view for Tomorrow’s Tasks that makes short work of adding new tasks for tomorrow.

The added benefit of handing task creation this way? If I’m adding tasks to tomorrow, I can already see everything that is on my list for tomorrow to know if I’m overwhelming myself with work and should move something to another day.

Choosing a task manager? How about a free worksheet to help you decide?

Choosing which tools you want to use when it comes to improving your productive quality of work can be a challenge. Not only do you need to figure out the tools, you need to understand what you want from them in the first place. This is why we’ve created our “30 Questions to Choose the Right Task Manager for You” worksheet.

By answering the questions in the worksheet and then using your answers to guide your decision making, you’ll avoid focusing on tools with features you don’t need while ensuring the ones you evaluate have the features you do. This worksheet doesn’t recommend specific tools as they are changing all the time, but rather provides you evergreen questions you can revisit as your needs evolve.

The worksheet is free for registered site members and is part of a new collection of guides and worksheets we’re making available for members. Click on the Log In link if you’re already a member or to create an account. Then you’ll be able to download the PDF and get started.

30 Questions to Choose the Right Task Manager

Recommended Reading for Week 21, 2021

Here are this weeks’ reading recommendations. Included are more discussions about hybrid working, measuring success, a great productivity hack, and the difference between professionals and amateurs.

  1. Work From Home to Lift Productivity by 5% in Post-Pandemic U.S. – Bloomberg
  2. A new measure of success: Counting hours worked isn’t cutting it anymore – Fortune
  3. Find a To-Do List Strategy That Works for You – Entrepreneur
  4. A Harvard professor suggests we all steal the ‘Feierabend’ productivity hack. – Inc. Magazine
  5. Professional Amateurs and Amateur Professionals – Thrive Global

If you’ve read something interesting and worth sharing, pass it along and I might include it in future posts of Recommended Reading.

Are subtasks useful?

Many of the task management applications available today offer the feature of subtasks: tasks that are embedded or tracked under a parent task.  For example, if you have a task called “grocery shopping” the subtasks may be all the items you need to pick up at the store.  In this case, the subtasks are functional and useful, but is this always the case?

One of the challenges I’ve run into is in many applications the subtasks are hidden within a task and are difficult to access from the master list of tasks.  This creates a couple of problems.  First, things can be easily missed because they are not visible.  Second,  and this is my larger issue with them, is they can create a false sense of the amount of work ahead.  If you have a task that has two subtasks, a task with 20 subtasks, and a task with no subtasks, at the task level they all look equal.  It’s that misleading sizing that causes the issue. A good tool will show you not only the task, the presence of subtasks, but also the number of subtasks.

Let’s have a look at how you can handle subtasks in some popular productivity tools.  Some of these are not dedicated to task management but are popular enough to be used for it frequently.

Todoist

Todoist is an example of an application that does subtasks right.  Not only can you create subtasks on any task, but when  you view the task itself the application tells you that you have subtasks, how many, and how many are incomplete.  Can’t ask for much more than that.

Any.Do

The Any.Do mobile application tells you a task has subtasks but not how many.  The Windows application shows the number of subtasks as well as the number remaining completion.  This is where I struggle with platforms…this inconsistency between their mobile and desktop applications.

Workflowy

While not a dedicated task management application, tasks can be tracked to completion through the interface.  This doesn’t support subtasks in the same manner as the other applications as they are indented tasks in an outline format with no roll up to their parent task.  This accomplishes the same goals for the most part, but there is no tracking of subtask quantity or degree of completion.

OneNote

OneNote works in a similar manner to Workflowy with no real subtask functionality available.  It can be challenging to manage tasks within OneNote but it’s flexibility in an outline structure can mitigate the difficulties.

While there is no way to avoid having subtasks within task lists in some form, keeping them visible and under control makes all the difference working them into a task management solution. If you are going to introduce subtasks into your lists I recommend trying them on just a couple of tasks first before diving into the deep end with them.

Create a mobile friendly task list in Notion

If you’re managing tasks or checklists in Notion and want a mobile friendly interface I recommend creating a Gallery view for your list. Not only does it work on the desktop as well as on mobile, but it scales to work well in the vertical layout of a phone.

In Notion, go to your listing, select Add a View and choose Gallery. You can then choose what properties are displayed as well as any filters and sorts that need to be applied.

Bonus TIP – On mobile if you press and hold on any of the gallery boxes you can drag them to change their order in the list. I use this frequently when re-prioritizing my work.

Becoming a better diagnostician in task management

My friend Francis Wade from ProductivityCast has a new article out: Why should an ambitious person care about becoming a better diagnostician in task management?

I think Francis may really be on to something here with his MyTimeDesign Rapid Assessment. Why don’t you have a look and let me know what you think in the comments?

Listen to Ray, Augusto, Francis, and Art on the ProductivityCast Podcast


Recommended Reading for Week 20, 2021

Check out the recommended articles for this week. If you have any you would like to share, please include them in the comments.

How I finally conquered my never-ending tech reading list – Boris Cherkasky

Shameless Work Influencers Are the Bane of LinkedIn – By Anadolu Agency

What Caffeine Really Does to Your Brain – By Psychology Today

Your Company Is Not a Family – By Reid Hoffman, Ben Casnocha, and Chris Yeh

My Productivity System in Microsoft Office 365 – By Bob Stanke

All About Task Management – Parts 1 and 2

Over at Being Productive I’m doing a three-part series on different types of tasks and ways to manage them. In the first episode I start to lay the groundwork on these task types, the issues they create, and some strategies on managing them.

In part two I go into the two types I hear most frequently when it comes to problematic task types: Recurring and Urgent tasks. It’s important to understand the details about each of these types and how those details impact how they are managed.

If you like these two episodes make sure you subscribe in your podcast tool of choice (look for Being Productive) or sign up for email notifications here on the site so you don’t miss a thing. Part three is already being written with a focus on tasks from others and tasks for others (should be a good one.)

All About Task Management – Part 1

All About Task Management – Part 2