Creating Effective Tasks

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:

  1. Actionable: Can the task actually be performed?

  2. 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.

📝 Adding a Task

To create a task in Motion, follow these steps:

  1. Click the "+ Add Task" button.

  2. 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.

👀 Task Visibility

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.

🌟 Using Task Templates

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:

  1. Click on "Settings."

  2. Navigate to your workspace.

  3. Select "Templates" and create a task template.

Using task templates streamlines the process, especially when you have multiple tasks with similar requirements.

Last updated