Add How to Use - Agent SOP

2025-08-14 08:29:47 -07:00 · 2025-08-14 08:29:47 -07:00 · a081ad77a1
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+## 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](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=0)
+
+![generated-image-at-00:00:00](https://loom.com/i/4dec354190264dd1983747b8e41fa832?workflows_screenshot=true)
+
+- Open the task tracker to view your to-do list.
+- Assigned tasks will appear here.
+
+**2. Editing Task Details** [0:07](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=7)
+
+![generated-image-at-00:00:07](https://loom.com/i/931e43ac86af4e4e88028aba0eb832e5?workflows_screenshot=true)
+
+- 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](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=15)
+
+![generated-image-at-00:00:15](https://loom.com/i/ef375326034c4fdb85c62ea39cf62561?workflows_screenshot=true)
+
+- 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](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=31)
+
+![generated-image-at-00:00:31](https://loom.com/i/801d79e486764fd18278677aa098ce71?workflows_screenshot=true)
+
+- 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](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=44)
+
+![generated-image-at-00:00:44](https://loom.com/i/baadb2d1a7b846aa91951e778b0148aa?workflows_screenshot=true)
+
+- Points help ensure equitable workload distribution.
+- Monitor your active, waiting on, rollover, and completed points.
+
+**6. Managing Rollover Tasks** [1:25](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=85)
+
+![generated-image-at-00:01:25](https://loom.com/i/8d4b16b5276e4473b4346f0160bc6e03?workflows_screenshot=true)
+
+- Uncheck a task to move it to rollover if not completed that day.
+
+**7. Moving Tasks to Waiting On** [2:05](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=125)
+
+![generated-image-at-00:02:05](https://loom.com/i/8e3324e8973146fb960f5106646ea5c2?workflows_screenshot=true)
+
+- Drag tasks to the 'waiting on' section if you need further information.
+
+**8. Adjusting Settings** [2:14](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=134)
+
+![generated-image-at-00:02:14](https://loom.com/i/e61af08dc23441bb9a01b2bd743a8856?workflows_screenshot=true)
+
+- Access settings to toggle dark mode and RPG mode.
+
+**9. Using RPG Mode** [2:24](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=144)
+
+![generated-image-at-00:02:24](https://loom.com/i/0654dd02fe13475a8d2e2db02f3bd716?workflows_screenshot=true)
+
+- Enable RPG mode to gamify task completion.
+- Earn energy points for completed tasks.
+
+**10. Accessing the Journal** [2:49](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=169)
+
+![generated-image-at-00:02:49](https://loom.com/i/714aa35fbe83482899c22e918f3428fc?workflows_screenshot=true)
+
+- Click on the journal to view daily stories and discoveries.
+
+**11. Managing Personal To-Do List** [3:41](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=221)
+
+![generated-image-at-00:03:41](https://loom.com/i/2c88688e90074ba9b36cd5de89717450?workflows_screenshot=true)
+
+- Add personal tasks that do not count for points.
+- Mark them as complete when done.
+
+**12. Adding New Tasks** [4:40](https://loom.com/share/973fe7d1ed644806badf084b4e45a908?t=280)
+
+![generated-image-at-00:04:40](https://loom.com/i/a44e3c34aae34125aaa88181de32b5e3?workflows_screenshot=true)
+
+- 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.
+
+### Link to Loom
+
+<https://loom.com/share/973fe7d1ed644806badf084b4e45a908>