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Task Management

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Creating tasks

After connecting with Workstreams Voice (see How to talk to Workstreams Voice), it is possible to create a task simply by saying 'Create a task'. The assistant will respond by asking you for the task title. Reply with the title of your choosing and you will have successfully created the task.

Example:
Create a task
Okay, what’s the new title?
Prepare conference presentation!
'Prepare conference presentation' is ready to be picked up.

Example 2:
Create ‘Prepare conference presentation’ due by Monday
'Prepare conference presentation' was added and it’s due by Monday, May 4th 2020

Right after you create a task, you can edit it or update the status (see Update task status).

Hint: Want to quickly create multiple tasks? Try Planning mode

Updating task status

Whenever you finish a task, or start working on a new one, be sure to update its status. The fastest way to do this is by searching for a task by its title (see Find tasks). If you are looking for a new task to work on, you can ask what to do next by asking for important tasks (see My important tasks).

Example:
Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
Change the status
Ok, what’s the new status?
Completed
You’re on fire! This was your last task.

Example 2:

You can also change the status with one interaction.

Return to planned

Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
In planned
Done, I changed ‘Prepare conference presentation’ to planned.

Start working

Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
Start working
Done, I changed ‘Prepare conference presentation’ to in progress.

Completed

Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
Complete it
Perfect, the task ‘Prepare conference presentation’ is now completed. Continue working on ‘Send presentation by mail’.

Adding due dates

Make sure you don’t miss important deadlines by adding due dates to your tasks. To add a due date, first mention the task you want to update. The fastest way to do this is by searching for the task by title (see Find tasks). Then add the date to the task that needs to be completed.

When a new task is created, the assistant automatically selects it, letting you immediately add or change a due date.

Example:
Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
Set due date to Monday
The task is now due Monday, May 4th 2020.

Hint: When using the Workstreams voice assistant to set a due date, be sure to only say specific dates, or days of the week.

Analytics & trackingg

Editing task title

Correcting a task title can be done on the fly. First, mention the task you want to update. The fastest way to do this is by searching for the task with its current title (see Find tasks). Then change it as shown below.

Example:
Find ‘Prepare conference presentation’
Ok, I found your task with title ‘Prepare conference presentation’.
Change title to ‘Prepare conference talk’
I changed it to ‘Prepare conference talk’.

Creating multiple tasks

If you want to rapidly create several new tasks with their own titles, just say ‘start planning.’ The Workstreams Voice assistant will then interpret everything that you say as the title of a new task. When you’re done, say stop planning.

Example:
Start planning
Let's start, what's the first task title?
‘Prepare conference presentation’
Continue!
‘Prepare conference talk’
Go on!
‘Buy train ticket’
Next!
Stop planning
Ok, we're done for now. You created three tasks.