Module 10

3W tasks

What, who and when: meetings, assignments and follow-up in one place.

What it does

The module runs assignments that come out of meetings: each meeting has its own participants, and every task has an owner of the question, an assignee and a due date.

There are only two states, in progress and done, while overdue is derived and shown in the header of the system.

Capabilities

  • meetings as blocks with their own participants, with "my tasks" as the default view
  • a checklist inside a task that gates its completion
  • handing a task over in three modes: delegation that keeps responsibility, reassignment, and return to the owner, each with a justification and a history
  • assignee report with attachments, due-date shift with justification, messages inside the task
  • assignments from decisions: an approved request spawns tasks that link back to the decision
  • jumps from a task into the work order, request, purchase order, goods receipt, document or equipment card
  • an overdue counter in the header of the system
  • an archive of completed work recording who closed it and when

What the company gets

  • decisions taken at meetings do not get lost between meetings
  • it is clear who is responsible right now and why the task moved
  • overdue work is visible to everyone, not only at the meeting
  • an assignment stays linked to the document or work order it came from