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GETTING STARTED WITH Task Unicorn

GETTING STARTED WITH Task Unicorn. “ The journey of a thousand miles begins with one step” - Lao Tzu. Task Unicorn is a free online business management tool that includes task and project tracking, reporting systems and integrated communication.

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GETTING STARTED WITH Task Unicorn

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  1. GETTING STARTED WITH Task Unicorn “The journey of a thousand miles begins with one step” - Lao Tzu

  2. Task Unicorn is a free online business management tool that includes task and project tracking, reporting systems and integrated communication. Project Managers, Sales Agents, Health Professionals, Financial Advisors, Engineers, and many others use Task Unicorn to manage their day to day business processes. What is Task Unicorn? INSIGHTFUL REPORTING INTELLIGENT TASK MANAGEMENT GROUP MESSAGING

  3. It's a great place to plan your project Make every second count by using Task Unicorn to: Build strategic plan Boost productivity Reach your goals Produce better results By organizing future tasks and projects ahead of time By optimizing task recurrence to work with different projects simultaneously. By constantly hitting deadline after deadline By completing your to-do list on time

  4. Now let’s get started!

  5. Step 1:First things first - Set up your free account. Click Try for free from the top right menu Tip:Just simply connect your Google or Facebook Account to sign up

  6. Step 2:Create a project Let’s keep moving! Projects allow you to organize tasks related to specific goals, products, services, or any piece of work. So you can track event progress, product launches, group recurring tasks, and more. To create a new project, just select the New Project submenu from the Open Tasks menu. You can set the name and description for each project.

  7. Step 3:Add your first task You’ve added your project. Now what? Add your first task by clicking the green unicorn icon in the bottom right corner of the page. You can create tasks that need to get done today, this week, this month, or anytime in the future. Don’t forget to create tasks for your team, your suppliers or for people anywhere. Tip:Setup a recurring task to create the same request repeatedly without having to do anymore work.

  8. Step 4:Collaborate with your team And involve your clients to a project Tracking your work with Task Unicorn gives you a clear vision of whos doing tasks by when. Now that you’re done exploring tasks and projects, you can invite your teammate to work with you even if they don’t have account in Task Unicorn yet. I created the task I am following the task I want to be updated all the time I will execute the task

  9. Ready to start working with your team?

  10. Here are a few ways to start working and tracking your work with your team Assign a task:To start collaborating, begin by assigning tasks to your team. Just fill in the task details needed and let Task Unicorn do the rest. Add a follower:Add any stakeholders as a follower to both be notified about all progress as well as allow them to contribute to the task. Add a comment: Add comments on a task to update any information, ask questions, and respond to your team. Group chat:Messenger is the communication center in Task Unicorn. Create a group chat within the project or create one for your department. Also add your client to the group chat. Tip:Select Group Chat from within a task and immediately create a messenger group with everyone associated with that task.

  11. Sure you’re now working far better with your team than ever before, but... ...what else do you have?

  12. Step 5: Kaizen. Use Task Unicorn Reporting to consistently improve your team. Evaluate your team performance for their assign tasks for the last quarter, last 6 months, last year, or any duration date of your choice. Find out: • Feedback Report:See your team’s performance • Open/Closed Report:See your team’s ongoing and finished tasks • Close rate Report:See how many tasks are finished on time or overdue. • Clumping Chart:See infographics of the assigned tasks for your team. Tip:Create a recurring task assigned to yourself to check these reports on a regular basis. Aim to improve performance a little every month or even every week.

  13. Tips for organizing projects in Task Unicorn Visual always helps:Visual content helps you and your team to easily figure out what the task is all about. Have a screenshot or data file attached for every task you create to support the description of your task Have a unique name for each project that let you and your team easily identify what the project is about. Add the client or company name to better organize the project list. Mark the priority:Make sure to accurately choose the level of prioritization for each task, for your team to easily identify which needs to to be completed first. Make sure your task description is easily understood:Be concise in writing any information so that the description can be understood by any involved in the task.

  14. Visit us at www.taskunicorn.com and create your free account today

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