✅

Task

👀 Overview

A task is a unit of work-to-be-done. Each

is composed of tasks. We use
Asana
Asana
 to track our tasks. Tasks for all projects are consolidated onto the
🏄
Big Board
 to be assigned and scheduled. We have a very specific way we do our tasks which is vital for the smooth functioning of the company.

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🏅 Principles

  • Clarity. Tasks need to be complete and detailed before they can be executed.
  • Accountability. Tasks represent some kind of outcome that we are trying to deliver for a client. When someone is assigned to a task they are the ones “on the hook” to deliver that outcome, whatever it takes.

📏 Rules

✅ Tasks Should…

  • Be written by a
    Project Manager
    Project Manager
     in conjunction with a
    Strategist
    Strategist
    ,
    Solutions Architect
    Solutions Architect
    , or other team member
  • Follow our standard format
  • Stay assigned to one person for their whole lifecycle
  • Use a due date representing our promised delivery date for the work

🚫 Tasks Should Not…

  • Represent more than 8 hours of work
  • Have a “rolling” due date

Task Anatomy

We use a standardized set of information per task. Most of this is set in an Asana custom field, while some is set as a sub-task or part of the Asana description.

NameExampleMandatory?
Update all WP plugins for the Cantilever website
Big Board, FuzzCo Website
Sherbert the Sheep
4/15/22
“In Progress”
“Medium”
3 Hours
Strategist
“We want to make sure the client’s Wordpress site has all its plugins fully updated, ensuring that there is no security risk from outdated plugins”
“You should be able to update the plugins using the WordPress control panel.”
“We want to launch this by Friday so please complete this on staging by Wednesday. The client has one hour left in their budget so let’s try to spend at most 30 minutes on this.”
• You have updated all the plugins on staging • You have done a quick check to make sure that the site is working properly • You have passed this task to QA
☝
You can easily create tasks in our style by using the “Cantilever Style Task” template on the
🏄
Big Board
 project.
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