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How to Use - Agent SOP
Matthew edited this page 2025-08-14 08:29:47 -07:00
Using the Task Tracker
Objective
This SOP outlines the steps to effectively use the task tracker for managing assigned tasks and personal to-do lists.
Key Steps
1. Accessing Your To-Do List 0:00
- Open the task tracker to view your to-do list.
- Assigned tasks will appear here.
2. Editing Task Details 0:07
- Click the pencil icon next to a task to edit.
- Make the title more descriptive.
- Change the urgency level (low, medium, high, very high, critical).
3. Adding Notes to Tasks 0:15
- Add notes in the designated area.
- Use double asterisks to make text bold.
- Use a single asterisk for bulleted lists.
4. Completing a Task 0:31
- Check the box next to the task to mark it as complete.
- The task will move to the completed section.
5. Understanding Points System 0:44
- Points help ensure equitable workload distribution.
- Monitor your active, waiting on, rollover, and completed points.
6. Managing Rollover Tasks 1:25
- Uncheck a task to move it to rollover if not completed that day.
7. Moving Tasks to Waiting On 2:05
- Drag tasks to the 'waiting on' section if you need further information.
8. Adjusting Settings 2:14
- Access settings to toggle dark mode and RPG mode.
9. Using RPG Mode 2:24
- Enable RPG mode to gamify task completion.
- Earn energy points for completed tasks.
10. Accessing the Journal 2:49
- Click on the journal to view daily stories and discoveries.
11. Managing Personal To-Do List 3:41
- Add personal tasks that do not count for points.
- Mark them as complete when done.
12. Adding New Tasks 4:40
- Click 'Add New Task' to create a task not assigned to you.
- Select the appropriate template or fill in the details.
Cautionary Notes
- Ensure to check tasks daily to avoid backlog.
- Be mindful of the urgency levels to prioritize effectively.
Tips for Efficiency
- Regularly review your waiting on tasks to follow up as needed.
- Use the journal feature to track progress and insights from completed tasks.