Creating Effective Tasks
Last updated
Last updated
Creating an effective task in Motion involves defining a task that is both actionable and dynamic. In the context of the Motion product, a task needs to meet two criteria:
Actionable: Can the task actually be performed?
Dynamic: Is the task flexible regarding when it can be started and completed?
A bad example of a task would be something like "Pick up kids from school" because it can only be done at a fixed time when school is out, typically around 3:15 PM. This should be made into an event instead.
To create a task in Motion, follow these steps:
Click the "+ Add Task" button.
A Task Modal will appear, where you can specify various task details, including:
Title: Provide a clear and concise title for the task.
Priority: Define the task's priority (e.g., ASAP, high, medium, low).
Duration: Specify the estimated duration of the task.
Schedule: Determine when the task should be scheduled, including its frequency (one-time or recurring).
Chunk (if applicable): Break the task into smaller chunks if necessary.
Start Date: Set the task's earliest start date.
Due Date: Establish the task's deadline.
Hard Deadline Toggle: Specify if the task has a fixed deadline.
Status: Define the task's current status (e.g., to-do, in progress, completed).
Label (if applicable): Assign relevant labels or tags to the task.
Workspace: Assign the task to a specific workspace.
Project (if applicable): Associate the task with a particular project.
After scheduling a task, it appears in multiple places:
Calendar Tab 🗓️: The task is visible on your calendar, marking the scheduled time for the task.
Project Tab 📊: In the Projects tab, tasks are organized within projects.
Task templates are invaluable for standardizing tasks and saving time when creating similar tasks. You can create task templates in Motion by following these steps:
Click on "Settings."
Navigate to your workspace.
Select "Templates" and create a task template.
Using task templates streamlines the process, especially when you have multiple tasks with similar requirements.