I recently was having a conversation with my manager around my workload, projects and other activities with my team. During the conversation, he asked me to walk him through my activities from the previous day. I thought to myself, “How can I possibly remember every detail of my day with the volume of activity?”
In our business, the focus is on the customer experience and making sure that projects are on track, customer emergency or escalations are being responded to in a timely manner, and numerous other things that just seem to come up during the day. It is the “numerous other things” that are hard to quantify. Each day seems to present you with new challenges or a prioritization around what is most important that particular day.
As we kept discussing this, he asked, “Do you keep a checklist?” Normally, I keep everything on a large whiteboard in my office. This captures mainly large tasks such as, a customer issue, statement of work, or other critical tasks I am working on. As we kept discussing the checklist concept, it was clear the detail and insight required for him was not being completely captured on whiteboard. And it wasn’t really practical for him to head into my office and look over my work every time he wanted to see what I was working on.
Clearing The Way: AtTask
We decided to use a cloud-based project management software application called AtTask for me to track my tasks. We currently use this application for project management but it also has some great features for “ad hoc” task tracking.
Essentially, I can login from anywhere (including my iPhone) and log tasks with a brief description and estimated completion. It is simple to use and takes a few seconds to add each task once I am logged in. Even better, I can tag people (think Facebook) to a task I am creating if I want to delegate or make them aware of the status. This will notify that user via email or when they login into AtTask.
Essentially, I can login from anywhere (including my iPhone) and log tasks with a brief description and estimated completion. It is simple to use and takes a few seconds to add each task once I am logged in.
Completed tasks are stored are tracked as well and can be seen by my manager or other team members that I have tagged. It is a great feeling clicking the “DONE” button next to the task and seeing your accomplishments start to stack up.
It also has provided better visibility for my manager to prioritize my workload and offload tasks that normally I would handle myself. And finally, it is a great reminder of things that may slip through the cracks as my day gets away from me from time to time.
See a demo of how AtTask works …
Photo credit: grahamb via Flickr