Task Workflow & Accountability

Easily monitor tasks that you assigned to others — it's only done when you say it's done

When you assign a task to someone and they do a poor job, who ends up being responsible?

Sometimes you might be lucky enough to get away with it—but in most cases, it's prudent to verify that a task you assigned to someone else was done correctly.

Jumptree Project helps by maintaining a task workflow where only the person who created the task can close it. That way, you can make sure the task was properly completed.

Task Workflow

The Task Workflow. If you created the task, then only you can close it.[1] This way you can ensure the quality of the work being done.

When you assign a task to someone, the default status is Not Started. Once they start working on it, they can use the Active and On Hold statuses to keep you informed of their progress.

Once the person has Completed the task, the status will indicate that it needs your approval.

Tasks that need your approval

Here is a list of completed tasks that you assigned to others. Notice the status requires your approval.

Duplicate tasks occur when someone is assigned multiple tasks that are identical.

For example, suppose you notice a spelling error and you assign someone to fix it. Then someone else also notices the same error and creates another task. As a result these 2 tasks are duplicates of each other.

Both the Dashboard and the Tasks Overview page will show you tasks that need your approval.

How to see tasks that need your approval

Right when you login the Dashboard will notify you of any tasks that need your approval. You can also use the filter in the Tasks Overview page.

  1. ^ There are 2 roles where someone other than the task creator can close a task: Administrators and the Project Manager of the project.

Track the entire task history so you know who did what ... and when

In theory, breaking down tasks into easy-to-understand, next action to-dos is a great idea.

In reality this rarely works.

What you might consider easy-to-understand will often be misinterpreted. And what you think is a single action might actually involve many steps.

Oftentimes there's a back-and-forth process where you assign someone a task, they ask for clarification, you elaborate some more, and so forth.

And based on this interaction, a lot about the task might change—such as the estimated hours, the categories it belongs to, or maybe even the milestone it's targeting.

Jumptree Project helps by keeping a chronological record of all the changes and comments regarding the task. That way, you'll be able to see the lifecycle of the task, and if anything goes wrong, you'll be able to pinpoint exactly where it happened.

Task History

Jumptree Project maintains a detailed history of every task. So if someone changes the status, updates their hours, or even reassigns the task to someone else—it's all recorded.

You can also directly add comments to a task. So if someone is unclear about what you assigned them, they can simply ask you a question and it'll be attached to the task.

And even better, you get an email whenever a task is updated.