Good morning, Zac

Add your task

1. Open the dashboard and pick your name under You are (top right). It's remembered on your device.
2. Click + New task or press N.
3. Choose a Quick template for your role, or type your own task.
4. Add the client, priority, due date and any notes or links. Assigned to is filled in with your name.
5. Click Save task. It appears in To do.

Work on it

1. Click My tasks to see only your work.
2. When you start, drag the card to In progress, or open it and change Status.
3. Put updates, links and blockers in Notes so your manager can see them.
4. Tasks that are close to due turn amber. Overdue tasks turn red.

Complete it

1. Executives & interns: when finished, drag the card to Review so your manager can check it.
2. Experts & managers: check the work, then click the ✓ on the card (or drag it to Done).
3. For your own tasks that need no review, click ✓ directly.
4. Done tasks count toward your progress on the Team page.

Start of day

• Pick your name, click My tasks.
• Clear anything overdue first, then work by priority.

During the day

• Move cards as you go so the board always shows real status.
• New work from a client or manager → add it as a task right away.

Managers

• Check the Review column daily and approve to Done.
• Use the Team page to balance workload and spot overdue tasks.