Daily / Weekly Area: Manage Your Daily and Weekly Tasks

12/19/2024

The Inmanage application allows you to effectively plan and track your daily and weekly tasks. This guide will walk you through the steps of daily and weekly task planning and explain how to manage these processes. 

Steps for Daily / Weekly Task Planning and Tracking 

Click on the "Dashboard" Button in the Sidebar: Access the daily and weekly task planning screen by clicking on the "Dashboard" button located in the left sidebar. 

Open the Daily / Weekly Area: In the dashboard, click on the "Daily / Weekly" tab. This page allows you to plan and track your tasks daily and weekly. 

Plan Your Tasks: Define your daily and weekly tasks. In this area, you can add and edit tasks and activities planned for a specific day or week. 

Enter Planned Time: Enter the planned time for each task in the "Planned Time" field. This determines how much time you need to allocate to complete your tasks. 

Track Allocated Time: Enter the time spent on each task in the "Allocated Time" field. This shows how much time you spent completing your tasks and helps improve time management. 

Edit Task Details: Edit the details, assigned persons, and statuses of each task. In this area, you can view the current status of your tasks and who is involved in which tasks. 

Track with Calendar Integration: Use Outlook or Google Calendar integrations to synchronize your tasks with these calendars for better planning and tracking. This allows you to organize all your tasks on a single platform. 

Features of Daily / Weekly Task Planning 

Daily and Weekly Task Planning: You can define, plan, and update your daily and weekly tasks. This helps you organize your short-term goals and tasks. 

Time Management: By tracking the time allocated and spent on your tasks, you can improve time management and increase efficiency. 

Calendar Integration: Integrate all your tasks and activities with Outlook or Google Calendar to make your team's workflow more organized and efficient. 

Task Updates: Regularly update the status of tasks to inform your team and monitor the progress of tasks. 

Points to Consider When Planning and Tracking Tasks 

Realistic Time Planning: Ensure that the time allocated for your tasks is realistic and achievable. 

Regular Updates: Regularly update your tasks to provide current information flow. 

Use Integrated Calendars: Optimize your workflow by tracking all your tasks and activities through integrated calendars. This guide explains how to manage your daily and weekly tasks in the Inmanage application step by step. By organizing your projects more systematically and accessing them easily when needed, you can create a productive working environment with your team. 

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