📋Tasks

Tasks can best be thought of as replacing your "to-do list".

How to think about tasks

Tasks track who is working on what, and when those work items should be completed. Tasks are intended to replace:

• Emails tracking who's working on what

• Light use of tools like Monday.com, JIRA, (any generic task management tools)

The benefits of using Task Management in OurGov are:

• Seeing your workload inline, alongside bill events and your notifications

• Easily create tasks from different events happening inside the government.

  • Example: Public hearing scheduled; create a task to prepare for it?

• Automatically triggered tasks, like reminders to register hours with the ETHICS commission

How tasks work

Task properties

Tasks have the following components to them:

Property	Purpose
Title	This is a short title used to represent the task outcome.
Description	A detailed description, often displayed below the Title.
Due Date	When the task is due. This may impact the color of the task (yellow if due soon, red if overdue) and when the task shows in the home feed.
Assignee	Who the task is assigned to. Unassigned tasks show for all users in the organization.
Subtasks	A collection of tasks that must be completed before the parent (this task) is considered complete.
Is Complete	A task that does not have Subtasks relies on the Is Complete checkbox to indicate whether or not the task has been completed.

Subtasks

Subtasks represent individual units of work that must be completed in order for the broader unit to be considered "done".

A task with Subtasks is not considered complete until all subtasks are marked complete.

Ways to create tasks

Filtering Representatives

When Representatives are filtered from the listing page, a button will appear, prompting you to create a task to "contact 50 representatives".

This creates a parent task with 50 Subtasks that are each linked to a Representative. The subtasks will list the representative's phone number for ease of communicating with them.

From The Task List Page

Tasks can also be created from the List page. Here you can filter tasks based on many of the properties listed above.

Automatically

This is not yet implemented. We will be fully describing our plans when we begin designing the feature. Expected automatically created tasks include:

• Public Hearings being scheduled

• Reminders to Register Hours with the ETHICS Commission

• Notifications about companion bills

and others (send ideas our way!) that will be configurable at the user level.