Turning goals into action
Goals define what needs to get done.
Tasks define how it gets done.
By breaking goals into tasks, teams can organize work, assign ownership, and track progress more clearly.
Tasks live inside goals
Tasks are connected to goals.
They represent the specific actions required to complete a goal.
Organizing tasks inside goals keeps work structured and easy to follow.
Instead of managing everything at a high level, tasks break goals into clear, actionable steps.
Creating a task
To create a task:
- Open a goal
- Click Add Task
- Enter a title and any relevant details
Tasks should be simple, clear, and actionable.
Setting task details
Each task includes key details to support execution:
- Owner to define responsibility
- Team to track group progress
- Priority to indicate importance
- Due date to set expectations
These details help ensure tasks are clear and accountable.
Staying organized
Tasks help teams stay on track by:
- Breaking work into manageable steps
- Making progress visible
- Clarifying what needs to happen next
As tasks are completed, progress toward the goal becomes easier to track.
Collaborating on tasks
Tasks support team collaboration.
You can:
- Add comments to provide updates
- Tag team members to notify them
- Keep collaborators aligned as work progresses
This reduces confusion and keeps communication in one place.
Tracking progress
As tasks move forward:
- Status updates show progress
- Completed tasks contribute to goal completion
- Teams can see how work is advancing over time
This creates visibility across both individual and team efforts.
Connected to the system
Tasks are not isolated.
They connect to:
- Goals for structure and alignment
- Work Plans for execution
- 1:1 Meetings for accountability
- Performance Reviews for reflection
This ensures work is not just assigned, but followed through.
The bottom line
Work gets done when it is clear, assigned, and tracked.
Tasks make that possible.
