{"id":278,"date":"2017-03-09T18:49:59","date_gmt":"2017-03-09T13:19:59","guid":{"rendered":"http:\/\/blog.orgzit.com\/?p=278"},"modified":"2020-06-12T02:16:38","modified_gmt":"2020-06-11T20:46:38","slug":"8-best-practices-for-task-management-with-orgzit","status":"publish","type":"post","link":"https:\/\/orgzit.com\/blog\/8-best-practices-for-task-management-with-orgzit\/","title":{"rendered":"8 Best Practices For Task Management With Orgzit"},"content":{"rendered":"<p>Having too many tasks on your plate can be debilitating. Even the best of us find ourselves crippled into inaction by our workload every now and then.<\/p>\n<p>With a staggeringly long to-do list staring you in the face, it\u2019s difficult to know where to get started. This problem is acerbated when you\u2019re responsible for\u00a0a team. Your inaction can have a domino effect, attenuating all-round productivity.<\/p>\n<figure id=\"attachment_279\" aria-describedby=\"caption-attachment-279\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-279 size-large\" src=\"http:\/\/blog.orgzit.com\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-1024x576.jpg\" alt=\"Orgzit work load management\" width=\"1024\" height=\"576\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-1024x576.jpg 1024w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-300x169.jpg 300w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-768x432.jpg 768w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-640x360.jpg 640w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-1000x563.jpg 1000w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-279\" class=\"wp-caption-text\">Having too many tasks on your plate can be debilitating<\/figcaption><\/figure>\n<p>The key lies in reorganizing your to-do list and prioritizing effectively. And achieving this can be easier than you might think. Here\u2019s how you can go about managing your tasks effortlessly:<\/p>\n<p><strong>Make Exhaustive Lists<\/strong><\/p>\n<p>Making lists can be therapeutic. It\u2019s important to put down every task\u00a0so that you have at least one less thing to worry about, that is,\u00a0<em>remembering everything on your to-do list.<\/em>\u00a0Orgzit apps are lists that help you store, organize, and manage your data. The Orgzit <a href=\"https:\/\/orgzit.com\/launchers\/\">library app<\/a> \u201cTask Management\u201d\u00a0is a useful starting point\u00a0to begin\u00a0managing your tasks, and is a great place to create, manage, and collaborate on an elaborate task list.<\/p>\n<p>You can use Orgzit\u00a0to manage your own tasks or your entire team&#8217;s tasks,\u00a0so that everyone\u2019s on the same page about what needs to get done.<\/p>\n<figure id=\"attachment_280\" aria-describedby=\"caption-attachment-280\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-280 size-large\" src=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-1024x576.jpg\" alt=\"Orgzit Work Items app\" width=\"1024\" height=\"576\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-1024x576.jpg 1024w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-300x169.jpg 300w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-768x432.jpg 768w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-640x360.jpg 640w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app-1000x563.jpg 1000w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-app.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-280\" class=\"wp-caption-text\">Manage all your tasks with Orgzit&#8217;s Task Management\u00a0app<\/figcaption><\/figure>\n<p>As you go about creating your task list, keep\u00a0these simple <strong>Orgzit hacks <\/strong>in mind:<\/p>\n<p><strong>Assign Task IDs<\/strong><\/p>\n<p>When you<span class=\"apple-converted-space\">\u00a0<\/span>create a task list, it\u2019s good practice to assign an ID to each task. This makes referencing easy, and you don\u2019t need to spell out the task each time you are communicating about it with a team member.<\/p>\n<p>In Orgzit\u2019s Task Management\u00a0app,<em> task IDs are unique, un-editable, and auto-generated<\/em>. As a result, there&#8217;s absolutely no chance of overlap or repetition.<\/p>\n<p><strong>Categorize Your Tasks<\/strong><\/p>\n<p>So you\u2019ve noted down all your tasks and given them IDs. The next step is to organize your tasks on the basis of priority. Use a decision matrix such as Eisenhower&#8217;s Decision Principle, popularized by Stephen Covey as the <strong>Time Management Matrix<\/strong> in his book <a href=\"https:\/\/www.stephencovey.com\/7habits\/7habits.php\"><em>The 7 Habits of Highly Effective People<\/em><\/a>.<\/p>\n<figure id=\"attachment_281\" aria-describedby=\"caption-attachment-281\" style=\"width: 467px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-281\" src=\"http:\/\/blog.orgzit.com\/wp-content\/uploads\/2017\/03\/Covey-Quadrant-for-Task-Management.jpg\" alt=\"Covey's matrix for Task Management\" width=\"467\" height=\"468\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Covey-Quadrant-for-Task-Management.jpg 467w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Covey-Quadrant-for-Task-Management-150x150.jpg 150w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Covey-Quadrant-for-Task-Management-300x300.jpg 300w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><figcaption id=\"caption-attachment-281\" class=\"wp-caption-text\">Stephen Covey&#8217;s Time Management Matrix<\/figcaption><\/figure>\n<p>Each task can be grouped under one of the quadrants in the Covey matrix. Once all tasks are categorized, you can start working on them in order of importance and urgency.<\/p>\n<p>&#8211; Tasks that fall under Quadrant 1 are both urgent and important, and should be your first priority. These are your\u00a0most pressing, high-value tasks, and ignoring them is likely to lead to a\u00a0crisis situation.<\/p>\n<p>&#8211; The tasks that lie between Quadrants 1 and 4 should either be placed second in line of priority or delegated to other team members.<\/p>\n<p>&#8211; Tasks that fall under Quadrant 4 are neither important nor urgent, and belong at the bottom of your priority list. These are your most low-value tasks, and can easily be put off for later.<\/p>\n<p>In Orgzit&#8217;s\u00a0Task Management\u00a0app, you can categorize all\u00a0your tasks as per the Covey matrix. The app\u00a0also allows you to monitor tasks and check their status at a glance. Tasks can be\u00a0&#8220;In progress\u201d, \u201cIn review\u201d, \u201cCompleted\u201d, or \u201cBlocked\u201d. If you like, you can\u00a0also include other status values, such as \u201cNot going to do\u201d or \u201cPostponed\u201d.<\/p>\n<p><strong>Delegate\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/strong><\/p>\n<p>Lighten your workload with effective delegation. While planning tasks, keep in mind the knowledge, attitude, and skills of every individual in your team, and consider their existing workload. Communicate tasks to each team member clearly, so that they know exactly what to deliver.<\/p>\n<p>Orgzit lets you\u00a0assign and communicate tasks to any team member from one screen.\u00a0Each time you assign a task to a particular name, the team member is <a href=\"https:\/\/orgzit.com\/product\/\">notified automatically<\/a> through an email as well as a mobile push notification.<\/p>\n<p><strong>Fix deadlines<\/strong><\/p>\n<p>It\u00a0is absolutely essential that your team members know how much time is available to complete\u00a0each task. It is also a good practice to log actual completion dates of tasks so that you know which team members or tasks are falling behind.<\/p>\n<p>The Orgzit Task Management app captures\u00a0<em>due dates<\/em>\u00a0as well as <em>completion dates<\/em>. It&#8217;s a good idea to set up the app so that you, and only you, can enter or\u00a0change due date values for your team\u2019s tasks.\u00a0Completion dates, on the other hand, should\u00a0be automated. It&#8217;s smart to set up\u00a0finish\u00a0dates\u00a0so that they get populated automatically only when a team member marks a task as complete. This eliminates the chance of anyone going into the task list and altering dates manually.<\/p>\n<p style=\"padding-left: 150px;\"><iframe src=\"\/\/www.youtube.com\/embed\/EOs5hNvYF7w\" width=\"560\" height=\"314\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Filter and prioritize<\/strong><\/p>\n<p>Now that you\u2019ve got all your task-related data organized, it\u2019s time to start filtering it to get to the\u00a0tasks that are\u00a0important to you.<\/p>\n<p>In Orgzit, you can <a href=\"https:\/\/orgzit.com\/blog\/reasons-why-orgzit-is-the-best-for-project-management\/\">filter<\/a> data absolutely any way you like. You can even apply\u00a0a combination of filters\u00a0and save it for later, so you don\u2019t have to re-create it each team you visit.\u00a0It&#8217;s logical to filter tasks by due dates to see\u00a0which deadlines are creeping up on you and need to be prioritized.<\/p>\n<p><strong>Pro tip<\/strong>: <em>If you&#8217;re using the Covey matrix, another way to prioritize is to\u00a0filter tasks by Quadrant, and know at a glance which tasks need immediate attention. <\/em><\/p>\n<p>It&#8217;s also good\u00a0to\u00a0go one step further and apply multiple filters to derive vital information from your task list. One example is to filter\u00a0assignee names as well as\u00a0task statuses to see how each team member is coping with his or her workload.<\/p>\n<p>Remember, when you filter data in Orgzit, it doesn\u2019t affect how other team members view the same data at the same time from their individual Orgzit accounts. So your team members will still be able to view the entire task list and apply filters of their own.<\/p>\n<p><strong>Visualize Your To-Do List<\/strong><\/p>\n<p>When doing task management, it\u2019s easy to get lost in the details. Looking at your task list diagrammatically helps you zoom out and gain perspective. There&#8217;s a also a\u00a0certain amount of aesthetic pleasure to be derived from looking at your data graphically.<\/p>\n<p>Orgzit&#8217;s graphs and charts let you look at all your tasks from the macro level and plan better. The\u00a0Task Management\u00a0app comes with a bunch of pre-built <a href=\"https:\/\/orgzit.freshdesk.com\/support\/solutions\/articles\/17000043772-generating-reports\">reports<\/a>, or charts, that you can generate at the click of a button.<\/p>\n<figure id=\"attachment_282\" aria-describedby=\"caption-attachment-282\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-282 size-large\" src=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-1024x576.jpg\" alt=\"Orgzit Work Items reports part 1\" width=\"1024\" height=\"576\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-1024x576.jpg 1024w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-300x169.jpg 300w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-768x432.jpg 768w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-640x360.jpg 640w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1-1000x563.jpg 1000w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-1.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-282\" class=\"wp-caption-text\">Orgzit reports: &#8220;Number of Work items by Status&#8221; and &#8220;Number of Work Items due Next Week&#8221;<\/figcaption><\/figure>\n<figure id=\"attachment_283\" aria-describedby=\"caption-attachment-283\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-283 size-large\" src=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-1024x576.jpg\" alt=\"Orgzit Work Items report 2\" width=\"1024\" height=\"576\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-1024x576.jpg 1024w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-300x169.jpg 300w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-768x432.jpg 768w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-640x360.jpg 640w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2-1000x563.jpg 1000w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-Work-Items-report-2.jpg 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-283\" class=\"wp-caption-text\">Orgzit Reports: &#8220;Work items by Owner and Type&#8221; and &#8220;Number of Work Items per Owner&#8221;<\/figcaption><\/figure>\n<p>You can also generate your own customized reports to get perspective on the task list\u00a0in a manner that is relevant to you.<\/p>\n<p><strong>Communicate and Collaborate<\/strong><\/p>\n<p>Unless you\u2019re working in a silo, it\u2019s impossible to manage tasks productively without proper communication. Task-related communication includes articulating task goals, setting expectations and finish dates, discussing processes, and collaborating.<\/p>\n<p>However, communication can often become a task itself. A\u00a0lot of time is\u00a0squandered away sifting through and\u00a0drafting\u00a0emails or\u00a0trying to get a hold of someone on the phone.<\/p>\n<p>Orgzit\u00a0solves the problem by letting you <a href=\"https:\/\/orgzit.com\/product\/\">store all communication and files relevant to a particular task in one place<\/a> \u2013 right inside your Orgzit task list.<\/p>\n<figure id=\"attachment_297\" aria-describedby=\"caption-attachment-297\" style=\"width: 940px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-297 size-large\" src=\"http:\/\/blog.orgzit.com\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-1024x576.jpg\" alt=\"Orgzit task management commenting\" width=\"940\" height=\"529\" srcset=\"https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-1024x576.jpg 1024w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-300x169.jpg 300w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-768x432.jpg 768w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-640x360.jpg 640w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1-1000x563.jpg 1000w, https:\/\/orgzit.com\/blog\/wp-content\/uploads\/2017\/03\/Orgzit-task-management-commenting-1.jpg 1920w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><figcaption id=\"caption-attachment-297\" class=\"wp-caption-text\">Tag team members and enter task-relevant comments<\/figcaption><\/figure>\n<p>You can add relevant comments or sub-tasks for each task in your Orgzit task list itself. This way, team members don&#8217;t need to hunt for task-related information in their inboxes. You can even tag team members in your comments so that they are notified as soon as\u00a0they\u2019ve been mentioned.<\/p>\n<p>Each task has a files section, where you can upload pertinent images, presentations, or other documents that may help your team member complete a\u00a0task.<\/p>\n<p>Let\u2019s say, for example, that the task is to plan an office party. You can use the files section to upload a shopping list, invitee list, party budget spreadsheet etc.<\/p>\n<p>Orgzit also lets you automate certain types of communication. You can set up your task list so that when specific changes are made to it, mobile push notifications and emails are automatically sent off to concerned team members.<\/p>\n<p style=\"text-align: center;\"><iframe src=\"\/\/www.youtube.com\/embed\/l81dpc9c0_E\" width=\"560\" height=\"314\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Orgzit is completely customizable, and can help you manage your personal or team&#8217;s tasks from start to finish. If you\u2019d like to get your task management processes organized with Orgzit, call us anytime on <a href=\"tel:+16502650285\">+1 (650) 265-0285<\/a> or on Skype (nitinv8). We\u2019d love to give you a personalized demo to show you how even the lengthiest of To-Do lists can be managed effortlessly with Orgzit.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Having too many tasks on your plate can be debilitating. Even the best of us find ourselves crippled into inaction by our workload every now&#8230;<\/p>\n","protected":false},"author":1,"featured_media":1241,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v16.7 (Yoast SEO v21.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>8 Best Practices For Task Management With Orgzit | Orgzit Blog<\/title>\n<meta name=\"description\" content=\"Having too many tasks on your plate can be debilitating. 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