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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.

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

TIP—Want to quickly create multiple tasks? Try Planning mode

Example 1:
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

Updating task status

Whenever you start a new task, or finish an old one, you should update its status. Use the phrase “Find (name of task)” to do this (see Find tasks). Once you have located your task, say “change the status.” After being prompted, respond with the name of the new status of your task, such as “planned, in progress,” or “completed.”

Important for Slack users: Currently, Workstreams Voice does not distinguish multiple in-progress steps from one-another. Saying the phrase “in progress” will automatically take your task to the first step after the “planned” column on your taskboard.

Example 1:
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

To add a due date, first mention the task you want to update. Use the phrase “Find (name of task)”to do this (see Find tasks). Then add the date to the task that needs to be completed. Be specific by saying the exact day the task is due, with phrases like “Set due date to May 18th” or “Set due date to next Monday.” Hint: When a new task is created, the assistant immediately asks if you want to add a due date to it.

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.

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

Analytics & tracking

Editing a task’s title

To edit a task’s title, just locate your task and then say “change title to (new task title).”

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 at once

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.