Overview

Tasks are a fundamental component of OKRs. Tasks are used to determine what needs to be done to reach your goals.

Gtmhub understands OKRs as a pyramid with three main components:

  • Objectives - What I want to achieve?
    For example, Become a thought leader.
  • Key results - How do I measure it?
    For example, Grow blog subscribers list to 5,000.
  • Tasks - What needs to be done about it?
    For example, Write a blog post on "Trends in the SaaS industry in 2020".

You can create tasks from several places in the system:

  • The Tasks section
  • The Home page
  • While editing an objective

Create a task from the Tasks section

When you create a task, you can attach it to an OKR. This is optional – you can create a detached task.

To do this, perform the following:

  1. In the navigation pane, expand Tasks and click My tasks.
  2. In the toolbar, click Create new task.
  3. Enter a task title.
  4. You are automatically assigned as the task owner.
    If you want to change it, click in the Owner column and start typing the new owner – user or team.
  5. Optionally, click in the Due date column and select a deadline for the task completion.
  6. Optionally, enter a Description of the task.
  7. In Status, select whether the task is To-do, In progress, or Done.
  8. Optionally, link the task to an objective.
  9. Click in the OKR column and select the desired objective.

Create a task from the Home page

To do this, perform the following:

  1. Navigate to the Home page.
  2. In the toolbar, expand Add and select Task.
  3. Enter a task title.
  4. You are automatically assigned as the task owner.
    If you want to change that, click Change and select a new user or team.
  5. In Status, select whether the task is To-do, In progress, or Done.
  6. Optionally, click Set date and select the due date.
  7. Optionally, in Linked to, select a parent objective.
  8. Optionally, enter a Description of the task.
  9. If you expand Status activity, you can see all status changes so far.
    For example, when the task became from To-do to In progress.

Create a task from an objective

Perform the following:

  1. Open the objective for editing or create a new one.
  2. Under Tasks, in the first column, enter a name for the task.
  3. In the next column, enter the user or the team that will own the task.
  4. Optionally, click Set date and select the due date.
  5. In the last column, set the status of the task.

Result

The task is immediately created – when you enter the title.

Navigate back to the Home or the Tasks page and refresh it to see the new task

NOTE: Gtmhub will send you notification 24 hours before the due date.


Filter tasks

By default, you have two filters My tasks and your teams’ tasks. You can create as many as you need.

For example, if you want to know how Sales and Marketing teams are progressing with their tasks, you can create a filter for that.

The filters are visible only by you in your account.

To create a filter, perform the following:

  1. In the navigation pane, expand Tasks and click + Add filter.
  2. Enter a name for the filter.
  3. To select the task owner, either enter the user or the team or click + or Select from a list.
    You can add a filter with multiple task owners.
  4. Click Save.
    The filter appears under Tasks.

Change tasks view

Instead of a list, you can switch to Kanban view of tasks. Each task board can be visualized as a Kanban board or list.

Each board has three statuses:

  • To do
  • In progress
  • Done

To do this, perform the following:

  1. In the navigation pane, expand Tasks and click a filter.
  2. In the right of the toolbar, click View as Kanban or View as list, respectively.

Detach an OKR from a task

You can attach a task to an OKR to show how your work relates to your OKRs. You do this while you are creating or editing a task. You can also detach a task from an OKR, if it is no longer relevant.

  1. In the Kanban or the list view, expand the task menu.
    It is located either in the upper-right corner or at the end of the row.
  2. Click Detach from OKR.

Jira tasks

Gtmhub also supports direct integration with Jira. In this scenario, you can define your tasks in Jira and assign them to your OKRs. It is also possible to merge Gtmhub tasks with Jira tasks.

You can install a free Jira plugin from Atlassian Marketplace for Jira Cloud.

For more information, see Gtmhub for Jira Cloud.

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