Share the work with tasks and check-ins

Tasks keeps track of who promised to do what, and by when. Check-ins ask your executive the same question on a regular schedule, so you hear what is happening without calling a meeting.

Your task board

Open Tasks from the Officer Hub menu, or Open task board from the home page. Use the filters to see Open tasks, only Mine, those that are Done, or All. Overdue tasks are marked. The board refreshes by itself every few seconds, so you see changes other officers make.

Add a task

1. 1Press New task.
2. 2Write a short title that says what done looks like, such as "Request the overtime list for the last three pay periods".
3. 3Add notes if needed. Type @ and a name to mention another officer.
4. 4Set a due date if there is one.
5. 5If the task belongs to a grievance or a bumping case, link it so it shows on that file.
6. 6Press Create task.

Work through tasks

• Assign to me takes a task nobody has picked up.
• Mark done when it is finished. Reopen if it was not.
• Tasks assigned to you also appear in My tasks on the home page.

Answer a check-in

When a check-in is waiting, it shows on the home page and under Waiting for your answer on the Check-ins page.

1. 1Press Answer now.
2. 2Write Your answer. A sentence or two is enough.
3. 3Press Submit answer. You can see the other answers for the same period below.

Set up a check-in

The president and executive members can create check-ins.

1. 1On the Check-ins page, press New check-in.
2. 2Write the question, such as "What are you hearing on the floor this week?".
3. 3Under How often, choose Every day, Weekdays (Mon–Fri) or Once a week, and the day for a weekly one.
4. 4Press Create check-in.

To stop one, open it and press Deactivate. Check-ins do not send email reminders yet, so mention new ones at your next executive meeting.