Managing tasks effectively is crucial for maintaining order and efficiency, especially when handling multiple opportunities and processes involving numerous team members.
The absence of proper task management can lead to chaos and unfinished work, impacting your team's success. That's where tasks come in—they serve as customizable reminders and collaborative tools to assign responsibilities, set deadlines, and track team progress.
1. Creating Tasks
Tasks can be generated for content across the Federal Compass platform. When on a specific piece of contact you can generate a task by doing the following:
- Navigate to the collaboration panel on the right side of the page and find the Task feature.
- Once the edit field is open, you can name the task, assign a due date, designate an assignee, and include any additional information in the body of the task.
Upon creating a task, its status will be “Assigned,” and an email will be sent to alert the assignee of the new task. Additional status options will allow users to provide a disposition on the task's current progress.
- “In Progress” will communicate that the assignee has seen and is working on the task.
- “Blocked” will communicate that the assignee depends on an action they do not control and cannot progress with the task.
- “Completed” will communicate that the assignee has finished the task. Once the status is set to complete, the reporter will receive a notification that the task has been completed.
2. Editing and Progressing Tasks
Federal Compass offers various methods to access, modify, and advance tasks efficiently. You can find tasks in the following ways:
Navigation Bar Access: Click on "Pipeline" in the navigation bar and select "Tasks." Depending on your subscription level, this will display a table view or a Kanban board of tasks.
- Table Configuration: The table view can be adjusted to display "My" tasks or all tasks.
- Kanban Board: This view organizes tasks into four possible statuses and with the option to view tasks specific to individual users.
- Information Display: Both the table view and Kanban board show task names, assignees, due dates, and links to related content..
- Editing Tasks: Click on a task to open the edit window, where the status bar can be used to update the status.
- Editing Permission: It is important to note that only the reporter or assignee can edit an existing task.
- Collaboration Panel: Tasks can also be found within the collaboration panel on content where they were created.
- Activity Section: The Activity section on content provides a record of all user activities, including tasks.
- From any of these access points, click on a task and make any necessary updates.
3. Visualizing, Managing, and Monitoring Tasks
Access the Dashboard Customization:- Navigate to the top right corner of your dashboard.
- Click on the Customize Dashboard option.
- Browse the report library for valuable insights.
- Locate the "Upcoming Tasks" report for quick task references.
- Click the plus sign icon (＋) at the bottom right corner of the report's box to add it to your dashboard.
Utilizing tasks within the Federal Compass platform minimizes chaos and streamlines workload management, ensuring essential work is completed amidst evolving milestones. This structured approach enhances team collaboration and accountability, reducing the risk of overlooked responsibilities. Ultimately, tasks enable your team to navigate Federal contracting clearly and efficiently.