Creating a Tasklist
The Creating a Task List feature is where the intricacies of task management come into play. This feature allows users to capture and configure task lists designed to address specific business activities. The process begins with creating a task list and assigning owners using the RACI accountability matrix, which clarifies roles and responsibilities. Users can then assign due dates, task types, and fine-tune the list using Plan-Do-Check-Act (PDCA) classification, ensuring that tasks are organized and executed efficiently. While there is a lot to learn in this feature, Presto encourages users to start simple and gradually explore the advanced options. By mastering task list creation, team leaders can ensure that every aspect of a business activity is accounted for and managed effectively, driving better outcomes and productivity.
Introducing Presto PDCA's
Exclusive Task Builder Feature
Presto PDCA offers a unique task-building feature that empowers users to create their task lists from the ground up. Using the 'Zoom In' task dashboard, users can assign individual RACI matrix roles to each task and designate its PDCA state (Plan, Do, Check, Act). This ensures that as tasks are completed, progress is automatically reflected in the current phase of the PDCA cycle on the dashboard. To learn more, watch the 2-minute video in the right panel for a quick overview of how this feature works.
Assigning Plan-Do-Check-Act logic to each task
Teach your team PDCA in minutes
Using the PDCA Stack View Workbench
The new PDCA Stack View feature in Presto PDCA allows users in 'Just-Do-It' mode to easily toggle between a simple checklist and a grouped view of activities by Plan-Do-Check-Act phases. This feature is particularly helpful during virtual team meetings for tracking status updates and planning future projects. To see how it works, watch the 30-second video in the left panel.
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Creating a Tasklist from the Dashboard
Pre-Step - Click here to add an activity on-the-fly from the PDCA dashboard
1. Click here to add a new checklist
2. Select 'No' to create your own customized checklist
3. Click here to assign due dates
4. Click here to manually assign a RAG (red, amber, green) status
5. Assign staff members to RACI matrix
6. Click here to cascade RACI to all tasks
7. Click here to confirm
8. Access the task Zoom-In panel here
9. On the task Zoom-In panel you can provide details, notes & files at the task level
Congratulations! You have completed the exercise