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Task Management: A Beginner’s Guide

We all do some form of task management every day. In fact, each time you come home and decide to do a load of laundry and leave the dishes for tomorrow, you’re managing your tasks.

Formal task management is a basic concept expanded for use at scale. Done correctly, it can increase your productivity and positively impact your business’s bottom line.

“The task management life cycle includes steps like planning, tracking, execution, and a compilation of your success after a project or group of tasks has been completed,” says Travis Haninger, VP of customer experience and cofounder of SequoiaCX. “When done right, it can transform your organization’s productivity and growth.”

But task management is much more than shuffling a list of items from to-do to done. Organizations can scale effective task management so that both small and large teams work together seamlessly to bring projects to fruition.

In this beginner’s guide, we’ll define task management, break down the most popular task management methods, tackle how to use those methods, learn to build workflows, and cover online task management and the top features of a good workflow tool. Here’s an overview of each topic.

Chapter synopsis

  • Introduction.
  • What is task management? Learn what task management means, how to think about managing tasks through their entire life cycle, and the difference between task management and project management.
  • Top task management methods and methodologies. Two main methodologies cover how to execute task management responsibilities day to day. Learn about both in this chapter.
  • How business teams of all types use task management. All sorts of business teams use task management methodologies in different ways. Learn more with concrete examples from marketing, HR, IT, and sales teams.
  • Essentials of an effective task management workflow. Learn how an effective task management workflow can remove bottlenecks, improve communication, increase transparency, help you prioritize, and automate administrative tasks like status updates.
  • Converting to online task management. Learn to convert to online task management in just three easy steps: mapping your workflow, selecting a tool, and performing repetitive testing.
  • Top features of a task management system. Learn how to pick a good workflow tool with this list of necessary features, including task delegation, calendar management, tracking, and much more.

Now that we’ve briefly reviewed each chapter, let’s dive into a detailed description of task management, including how it relates to project management and why it’s important for any business.

Remember to bookmark this guide for later reference.

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