Tracking Tasks in Roger: The Basics

Learn to track Tasks! We discuss Taskboards, My Tracked Tasks, and Linking Emails in this video.

Why does this matter?

• Tracking everything is hard. We know keeping track of work isn’t always the easiest. With emails, meetings, and phone calls taking up your day, the lists of things to do only grows.

• Other solutions don't help you "execute." Sticky notes, notebooks, and OneNote don’t always cut it. So we give you a single spot to track and get everything done — that you can share and manage with your whole team. Need to send an email? You can do it right from our tasks. Your notebook can't do that.

How do I use tasks?

Managing Boards. You can create any board for the task section of Roger. Name it whatever you want — we see most users creating 1-2 boards per project. Most teams have a shared board, and a personal board.

What’s this ‘My Tracked Tasks’?

My tracked tasks is a collection of every task that you are the owner of, or that you have set a “tracking date” on. It shows you all of the items that you have coming up. To “add” a task to this board, you must make yourself an owner or add a tracking date.

What’s the difference between a tracking date and a due date?

• Tracking Dates are for personal action. Think of a tracking date as when you need to actually DO work. It’s when you need to take action on something (follow-up, make a draft, send out a notice). It's entirely personal -- other team members never see your tracking dates.

• Due Dates are for delivery. This is the last possible moment for when the task can be delivered (to client, team member, boss).

Best Practice:

Use tasks to track every item from emails or projects that needs more than just “follow-up” — these are units of work like “approve PCO” or “schedule inspection.” These are deliverable-based items that you want to track for yourself or your team.

Pro Tip: You can quick create tasks from any email by highlighting any text.