Keep governance with management
Project and task managers design the action plan, dates, assignments and structure in Presto.
Quick Wins - Step 6 of 9
Request your first
Request your first
status update.
Structure the action plan, assign the right people and let Presto do the communication heavy lifting. With Push E-mail and TaskConnect, managers can request fast, structured task feedback from staff and Feeder users without requiring them to work inside the full Presto dashboard.
Why this matters
Managers shape the plan. Presto helps chase the updates.
One of Presto's most powerful governance ideas is that the wider team does not need to become expert software users. Managers structure the project, issue or task list, while staff contribute through a simple two-way feedback experience.
Reduce manual chasing
Push a rich HTML request to selected people in seconds instead of contacting task owners one by one.
Standardise the response
Feeder users return notes, comments, links and status information through one quick TaskConnect experience.
KEY
TaskConnect is the bridge between management governance and broad participation.
The manager remains in control of the action plan while staff, service providers or other Feeder users simply receive the information they need and feed structured updates back into Presto.
The workflow
A simple four-step governance cycle.
Once the action plan is ready, Presto helps management request, collect and review status information with very little friction.
1
Set up the task list
Create the project or issue checklist, add tasks and due dates, then assign the right people through RACI.
2
Push the request
Select the recipients and choose exactly what task information and response fields Presto should request.
3
Staff feeds back
The recipient opens the e-mail, enters TaskConnect and provides status, progress and commentary.
4
Staff submits
The Feeder user confirms the requested update and sends it back to Presto with one click.
Step 1
Activate Push E-mail from the task list.
Start from the project, issue or action plan you want to govern. Once the task list is structured and responsibilities are assigned, use the Push E-mail command to begin a structured status request.
Before you push
Make sure the task list gives the recipient enough context.
- 1Define the tasksUse clear actions that people can understand quickly.
- 2Set due datesGive recipients timing context when confirming progress or delivery expectations.
- 3Assign responsibilityUse RACI so Presto knows who is involved and who should receive the request.
- 4Attach useful linksInclude supporting documents or links where they help the recipient respond accurately.
TIP
Keep the action plan with the manager and the response experience simple for everyone else.
The wider team does not need to navigate the full dashboard simply to provide a status update.
Highlight the Push E-mail command on the task-list pop-up panel.
Step 2
Choose exactly what you want Presto to ask.
The Push Request panel lets you control the audience, the part of the action plan being communicated and the response information required. Presto then prepares a rich HTML e-mail containing the task information, owners, dates and links relevant to the recipient.
Configure the recipients, PDCA scope and response fields, then click Send Update Request to send the TaskConnect request.
Step 3
The Feeder user receives the request.
Presto sends a structured e-mail containing the relevant action-plan information and a direct route into the TaskConnect response experience. The recipient does not need to navigate the normal Presto dashboard.
TaskConnect
A fast two-way feedback panel.
The recipient can review what has been assigned, follow useful links and provide the requested feedback through a simple online panel. Depending on the request, this can include status confirmation, task completion, notes, comments and other task information.
FAST
No heavy software training required.
The recipient only needs to understand the focused TaskConnect response panel presented through the Push E-mail workflow.
The recipient receives a Presto-generated Push E-mail and follows the link into TaskConnect.
Step 4
Complete the update and send it back to Presto.
The Feeder user reviews the request, provides the requested task feedback and status confirmation, then submits the response back into Presto with a single click.
Review the request
Check the assigned task information, due dates, links and any specific instructions included by the manager.
Provide the update
Enter the requested status, completion percentage, comments, notes or other feedback directly in TaskConnect.
Send it back
Confirm the update and submit it back to Presto with one click, completing the Feeder user's part of the status-update cycle.
NEXT
What happens after submission is covered in Quick Win 8.
There we will show how task and project managers receive, review and act on TaskConnect-fed updates from staff.
Quick Win checklist
What does "done" look like?
For this Quick Win, the goal is simply to send one structured TaskConnect request to a Feeder user and understand how their response flows back into the action plan.
The task list is ready
Tasks, due dates and ownership are clear enough for the recipient to understand what is being requested.
The request is targeted
You have selected the right recipients and only the response information that is useful for this governance cycle.
Feedback can flow back
The Feeder user can respond through TaskConnect without needing to become a normal dashboard user.
Quick Win 6 complete.
You have now seen how Presto can turn a task list into a structured two-way communication process. Instead of manually chasing individual task owners, managers can push a consistent request to the wider team and bring feedback back into governance quickly.