Task Management: Track Onboarding, Offboarding, Time Offs, Time Tracking, and Initiatives in One Place

Effectively managing your tasks and staying aligned with team and organizational initiatives is crucial for productivity. The Task Management feature offers a dedicated space to achieve this, providing a centralized overview of everything that requires your focus. Accessible via the Task Management icon 𝌠 in the main menu (which shows the total number of tasks requiring your attention), the left-hand menu organizes your workload into three main sections: Initiatives, which includes all relevant initiative categories, Tasks, which shows the day-to-day work managed in Task Boards across all teams, and Action Required, which contains the tasks you need to complete.

• Initiatives:
  This section allows you to effectively track and manage initiatives across
  various levels of the organization. Navigate through initiatives categorized by: Personal, My Team, Body, Organization, Shared Initiatives, and Insights:
• Personal: View and manage initiatives that are specific to your individual goals and responsibilities.
• My Team: See the initiatives that your direct team is working on (where they are the owner or a contributor).
• Body: Gain insight into the broader initiatives being pursued within your specific organizational body.
• Organization: Get a comprehensive overview of key initiatives at the organizational level.
• Shared Initiatives: See initiatives shared with specific employee groups and individuals.
• Users with whom an initiative is shared receive view-only access to stay informed and cannot edit, report progress, or delete. They can only add comments to the initiative. 
• Insights: Access comprehensive overviews and visualizations of key metrics across all initiatives, including distribution by status, priority, progress, and breakdown by department and assignee.

Note: The number next to each level (e.g., Personal 31) indicates the quantity of initiatives displayed for that view.

Each category is organized into three tabs to help you filter and manage your work:

• All: Shows all initiatives, whether they are connected to goals or not.
• Standalone: Shows only independent initiatives that are not linked to any Key Result or company objective.
• Linked: Shows initiatives that are connected to at least one Key Result, helping you see how they contribute to company goals.

• Action Required: This section provides a clear and immediate view of tasks that need your attention. It is further broken down into specific areas:
• Onboarding: Here, you'll find a count of onboarding tasks that are currently pending. Clicking on the Onboarding card will display a list of these pending onboarding tasks. Selecting a specific task from the list will then redirect you to the dedicated Onboarding tasks page, where you can take the necessary actions.

• Offboarding: Here, you'll find a count of offboarding tasks that are currently pending. Clicking on the Offboarding card will display a list of these pending offboarding tasks. Selecting a specific task from the list will then redirect you to the dedicated Offboarding tasks page, where you can take the necessary actions.

• Time Offs

• Time Trackings

• Requisitions

• Requests to Approve

• Pending Reviews shows the number of reviews you need to complete. Click the card to open the full list of reviews with details (360 Review, Manager's Performance, Potential Performance, Value Engagement), and select any review to complete it.

Creating Initiatives

To create an initiative, follow these steps:

1. Click the Task Management icon in the main menu.

2. First, choose the level for whom you want to add the initiative (Personal, My Team, Body, Organization). This determines the scope and visibility of your initiative. (You cannot add an initiative from the Shared Initiatives section).

3. Click on the Add Initiative button to begin creating a new initiative.

4. In the opened sidebar window, define the following fields:

   • Title: Give your initiative a clear and concise title.
   • Attachments: Choose a file to upload. (Attach supporting documents related to your initiative).
   • Measurement: Select the measurement type for tracking progress (Percent, Number, or Reached/Not Reached) and specify the Start Value and Target Value for your initiative.
   • Percent: Tracks progress as a percentage of completion from a start to a target.
   • Number: Measures progress by a numerical count or value towards a specific target.
   • Reached/Not Reached: Indicates if a goal has been achieved or not.
   • Branch Offices:  Assign the initiative to one or more specific branch offices within your organization:
   • Bodies: Link the initiative to the relevant bodies responsible for its execution.
   • Tags: Apply keywords or labels to categorize and easily search for your initiative.
   • Due Date: Select the target completion date for the initiative.
   • Set Priority: Set the priority of the initiative (High, Medium, Low) to indicate its importance.
   • Private: By default, this toggle is OFF, meaning the initiative is visible only to the team selected in the Assign Team section.
   • Enable Private use the Share With field to add additional individuals or groups outside of the assigned team.
   • Share With: Make the initiative visible to chosen employee groups or individual employees.
   • The field is visible when the Private toggle is OFF.
   • Assign Team: Select an Owner (responsible for the initiative) and Contributors (team members who will help with the work).
   • Strategic Alignment: You can also choose Pillars and Perspectives within the Strategic Alignment section to link your initiative to broader strategic goals.
5. Click Cancel or Save to add the initiative

Managing Initiatives

Within the Initiatives section, you can perform the following actions:

• Add Initiative: Create a new initiative from scratch, defining its title, goals, and team members.
• You cannot add an initiative from the Shared Initiatives section.
• Filter by Priority, Progress, and Status: Use the Filter by Priority,  Filter by Progress, and Filter by Status options to narrow down the initiatives displayed based on their assigned priority (High, Medium, Low), their current progress status (Behind, Low Chance, On Track, Not Completed, and their overall stage of completion (Not Started, In Progress, Overdue, Completed, Archived). This helps you quickly identify initiatives that need immediate attention or those that are progressing as planned.
• By default, all active initiatives are displayed (Not Started, In Progress, Overdue). Completed and Archived initiatives are not shown in this view.
• You can filter initiatives by department, branch office, owner, contributor, due date, and tags using the Filter button.
• Report Progress: Update the status of an initiative. Regularly reporting progress ensures everyone stays informed and potential roadblocks are identified early.
• Add Comment: Allows you to add and edit comments related to an initiative.
• Edit: Modify the initiative's details, such as its title, due date, priority, assigned team members, measurement values, and strategic alignment. This ensures that the initiative information remains accurate and up to date.
• Delete: Remove the initiative from the system.
• You can delete initiatives only if their status is Not Started or Completed. 

• Archive: Move the initiative out of the active view without deleting it.

• You can archive initiatives with any status except Not Started and Completed.

• View Team: Allows you to see the team members currently assigned as owners and contributors to this initiative. 

• Complete: Click the Complete button to mark the initiative as completed. 

• Not available for Archived or already Completed initiatives.

• Export: Download the displayed list of initiatives into a file for external use.

Note: The actions -  Add Comment, Edit, Archive, and Delete are accessed via the Action Menu, represented by three dots (⋮) next to each initiative. Click the Action Menu to see the available options, then select the action you want to perform.

Initiative Statuses: 

• Not Started: An initiative that has just been created with 0% progress.

• In Progress: An active initiative with ongoing progress, with its end date still in the future.

• Overdue: An active initiative that has not yet been completed, and its end date has passed.

• Completed: An initiative that has been finished and has reached 100% progress.

• Archived: An initiative that has been manually hidden from the main list.

How to Request to Become a Contributor

If you are not an owner or an existing contributor of an initiative, you can submit a request to join the team (become a contributor).

Requesting to Become a Contributor:

1. On the initiative page, click the View Team button to open the sidebar.
2. In the sidebar, enter your request in the text box, then click the Become a Contributor button to send your request.

Once you have sent your request, the initiative owner will receive a notification.

1. The owner will see a number highlighted next to the View Team button, indicating there are pending requests.
2. The owner can click this button to open the sidebar and review your request.
3. The owner can then either approve or reject your request. You will be notified of their decision.
• The owner can also remove other contributors from the initiative.

With these tasks at your fingertips, you can optimize your HR operations and boost overall team efficiency.