Replies posted by Jarett S

2 Replies

J
Beginner
Jarett SBeginner
asked in Ask a Peer

To-Do vs My Week vs Work

Thanks for all the feedback so far. I’m curious to know what everyone does with respect to clearing Triage if To-Do is not being utilized. Our office pushes a Triage Zero mentality where emails and comments fall into 4 categories (pretty sure I read that on one of these threads). Something that can be done today (quick questions, phone calls, etc) - this would get cleared from Triage once it is handled Something that can be done in the next few days (status updates on existing work, document requests, information updates, more in depth questions) - this gets assigned in To-Do as a task and then cleared from Triage upon assigning. Something that needs more than a week to complete (notice response, Audits, etc) - A work item gets created and then it is cleared out Something that has nothing to do with you and it was sent to you in error. - tag appropriate team member and clear from TriageThat all being said, my question is, are you all creating work items for smaller one off tasks. Are e

13
Jonathan Gibson
Rising Star
5 months ago
J
Beginner
Jarett SBeginner
posted in Ask a Peer

Bookkeeping Work Item Best Practice

Yes. Thank you very much. We are thinking more towards option 1 as well. Work Item Dependency would be an amazing feature add!

3
Victoria Peters
Sr. Community Champion
1 year ago

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