Company-Wide Remote Task Management

• 11.08.2024

A paradigm shift in project, issue & daily work governance

Most task management solutions place the burden of task updates on staff, requiring extensive training and effort in software usage to ensure consistency across teams. Presto PDCA is different. Only your a few project managers and task managers need to know how to use the software. The rest of your company contributes through a no-training-required, easy-to-use input panel referred to as 'The Task Feedback Hub'. By starting at the management level, we enable mid and senior managers to structure task lists effectively before involving their teams. From their, push notifications allow management to request updates from their staff through an online survey system, streamlining communication and decision-making.

This dual functionality guarantees swift, efficient communication, whether within the platform or directly from your trusted e-mail service.

3-Way Governance Program

• 1. Team Leader: Sets-up task lists & assigns to staff members.
• 2. Team Leader: 'Pushes' a system generated e-mail to staff when seeking status updates.
• 3. Staff: Responds providing feedback & status updates in real time via online survey portal
• 4. All Management: Reviews staff feedback, updates platform & takes action.

This new feature streamlines your reporting process, providing a comprehensive overview of your strategic initiatives and how they are progressing across different levels of your organization.

Step 1:
Set-up your task checklist

• 1. Navigate To PDCA Dashboard: Add new activity.
• 2. Create Checklist: This could be for project, a standard process or issue.
• 3. Identify Tasks: Add tasks that need to be completed & due dates
• 4. Assign Responsibilities: Use the RACI matrix to assign tasks to staff.

Team Leaders begin by creating and organizing task lists tailored to their team's work flows. Each task is then assigned to the appropriate staff members within Presto PDCA, ensuring that everyone is aligned with their responsibilities and deadlines.

Step 2:
Request feedback from your team

• 1. Send a 'Push E-mail': Click to send a rich HTML e-mail to your team..
• 2. Choose Sender: Instruct Presto to do your 'heavy lifting'.
• 3. Choose Recipients: Choose all staff members to receive e-mails.
• 4. Choose Sender: Request status response.
• 5. Choose Sender: Add a personal note

After setting up your checklist, easily gather updates from your team using the push email feature. From the task list push email pop-up, select the specific team members you want to contact. Customize the email by adding a personal message and tailoring the information included in the automatic email. With just a few clicks, you can send a detailed, rich HTML email directly to the selected staff, ensuring they receive all the necessary information to update their task statuses..

Step 3:
Staff receives e-mail & completes survey

• 1. Receive E-mail: Staff recipients receive Presto-generated e-mail
• 2. Access 2-Way Feedback Hub: Click link to open online survey.
• 3. Update & Submit: Staff update task statuses & submit comments.

Introducing the Task Feedback Hub

The Task Feedback Hub is an intuitive platform that allows staff, vendors, and clients to easily view their assigned tasks, update statuses, and provide comments, all in just a few clicks. Requiring no more than 5 minutes of introductory training, this user-friendly panel streamlines task updates and keeps everyone aligned with your project goals in real time.

Step 4:
Review feedback

• 1. Receive alerts: Manager receives an alert/e-mail when feedback is submitted.
• 2. Review: Manager sees where notes have been received from staff
• 3. Act: Manager acts based on staff feedback received

Need more details?

Manager Job Aid - DOWNLOAD

Staff Job Aid - DOWNLOAD