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:
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.
📝 Adding a Task
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.
👀 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:
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.
Last updated