Task management and execution tracking system

We design and implement a task management system tailored to your company’s workflows, roles and management requirements.

What happens after the platform is selected? How do we make it part of daily work? How can managers track thousands of tasks? Why can an employee still be unclear about the required outcome after a task has been assigned?
TASK MANAGEMENT AND EXECUTION TRACKING

How often do you ask your employees questions like these?

Without a documented task management and execution tracking system, business owners repeatedly face the following problems:

01“I assigned this task a month ago. Where is the result?”The expected result and delivery date are not recorded in a single system.
02“I asked for a presentation. Why did you send me a commercial proposal?”The parties understand the result criterion differently.
03“Why does the report not contain data showing the effectiveness of the new loyalty system?”The required deliverable and data were not defined when the task was assigned.
04What happens next?The system needs operating rules, team training and a process for monitoring compliance.
WHEN THE SYSTEM DOES NOT WORK

Tasks are assigned, but progress and outcomes remain unmanaged

Without one shared system, employees interpret priorities, deadlines, required deliverables and the review process differently.

Employees determine priorities themselves

employees set their own priorities;

Tasks are lost

tasks are lost;

Different interpretations of the required outcome

employees interpret tasks in whichever way is most convenient for them;

Deadlines are missed

employees do not complete assigned tasks by the required deadlines;

Tasks have to be recreated

when an employee is replaced, tasks and commitments have to be reconstructed and reassigned;

Task briefs have to be repeated

the owner has to explain the same task repeatedly;

SYSTEM MAP

What the task management implementation includes

As part of the implementation, we will:

Task management platform selection

select a task management platform that fits the company’s requirements;

  • company tasks
  • execution progress
  • suitable platform

Workflow design

Design workflows in the selected platform for your industry, structure and management model.

  • one shared process
  • roles and accountability
  • execution rules

Task definition

establish a clear standard for defining and assigning tasks;

  • clear deliverable
  • delivery date
  • definition of done

Policies and procedures

develop operating procedures for the task management platform;

  • common rules
  • task statuses
  • review process

Training

train your employees;

  • working in the system
  • common standards
  • team practice

Implementation support

the team receives implementation guidance and support;

  • team questions
  • review of real cases
  • reinforcement of the agreed operating practices

Quality assurance

implement a quality-assurance process that monitors compliance and ensures the agreed task-management rules are followed.

  • compliance monitoring
  • adherence to operating rules
  • corrective actions

Project execution management

create a visible execution plan for major projects so stages, dependencies and delays are identified before the final deadline.

  • project plan
  • stages and timelines
  • early visibility of deviations
SOLUTION ARCHITECTURE

From a clear task brief to an accepted deliverable

It may appear sufficient to introduce a platform such as Trello, Asana, Bitrix24 or Todoist and record tasks and progress there. In practice, the first difficulty is choosing the right platform; the larger challenge is designing the operating model around it.

Discuss the system design →
1

System selection

How to select a platform from many options and match it to the company’s processes, team and reporting requirements.

2

Operating rules

How do we make the platform part of the team’s daily work?

3

Execution tracking

How can managers track thousands of tasks without reviewing each one manually?

4

Clear task briefs

Why can an employee remain unclear about the expected result even after a task has been assigned?

TASK AND PROJECT MANAGEMENT SYSTEMS

Russian and international platforms

A platform is selected not by popularity, but by company processes: team size, project complexity, data requirements, integrations, access rights, reporting and deployment model.

Bitrix24

Tasks and projects in a common corporate environment with CRM, chats, calendar, documents, roles, automation and executive reporting.

Russia · corporate portal · CRM

Yandex Tracker

Queues and configurable processes, tasks, Agile boards, Gantt charts, projects, portfolios, dashboards and workflow automation.

Russia · processes · projects and portfolios

Kaiten

Kanban and Scrum boards, workflow management, work hierarchy, dependencies, resource planning, time tracking and cloud or server deployment.

Russia · Kanban · processes and resources

YouGile

Tasks and projects with boards, diagrams, deadlines and discussion directly in the task card—for teams that need to combine work and communication.

Russia · tasks · built-in communication

Jira

Flexible workflows, tasks and work types, boards, reporting and a broad integration ecosystem for product, project and technical teams.

Global · workflows · product and IT teams

Asana

Projects, tasks and collaboration in list, board, calendar and timeline views—with visibility into deadlines, portfolios and team capacity.

Global · projects · cross-functional work

Trello

Visual management through boards, lists and cards; additional views show the calendar, timeline, table and consolidated work status.

Global · Kanban · simple visual processes

ClickUp

A unified workspace for tasks, documents, objectives, views, dependencies and time tracking across projects of different scales.

Global · unified workspace · flexible configuration
We do not impose a single platform.

We first define the task management and execution tracking model, roles, statuses, rules and reporting. We then select a platform that supports this operating model without unnecessary complexity.

A UNIFIED WORK SYSTEM

A task management platform alone does not solve the management challenge

What happens next? How do we make the platform part of the team’s daily work? How can managers track thousands of tasks? Why can an employee still be unclear about the required outcome after a task has been assigned?

Prioritiesemployees set their own priorities;
Lost taskstasks are lost;
Understandingemployees interpret tasks in whichever way is most convenient for them;
Timelinesemployees do not complete assigned tasks by the required deadlines;
Work handoverwhen an employee is replaced, tasks and commitments have to be reconstructed and reassigned;
Repeated explanationsthe owner has to explain the same task repeatedly;
HOW IT IS USED IN MANAGEMENT

The system must be part of daily work—not a separate administrative layer

We design and implement a task management system tailored to your company’s workflows, roles and management requirements.

Platform selection

select a task management platform that fits the company’s requirements;

Outcome:a platform matched to the company’s requirements.

Workflow configuration

Design workflows in the selected platform for your industry, structure and management model.

Outcome:a single, consistent task-management workflow.

Task definition

establish a clear standard for defining and assigning tasks;

Outcome:a clear expected deliverable and definition of done.

Policies and procedures

develop operating procedures for the task management platform;

Outcome:documented operating rules for the entire team.

Training and support

train your employees;

Outcome:the team receives implementation guidance and support;

Quality assurance

implement a quality-assurance process that monitors compliance and ensures the agreed task-management rules are followed.

Outcome:consistent adherence to the agreed process.
HOW WE IMPLEMENT

Five steps to an operating task management system

As part of the implementation, we will:

1

Task management platform selection

select a task management platform that fits the company’s requirements;

2

Workflow design

Design workflows in the selected platform for your industry, structure and management model.

3

Task definition

establish a clear standard for defining and assigning tasks;

4

Procedures and training

document the operating procedures and train the team to use them;

5

Support and quality assurance

provide implementation support and introduce a quality-assurance process that monitors compliance with the agreed rules.

WHAT THE CLIENT RECEIVES

An operating task management and execution tracking system

Configured task management platform

select a task management platform that fits the company’s requirements;

Workflows and operating procedures

configured workflows tailored to the company, together with documented procedures for using the platform;

Trained team

the team is trained and receives support while the new working practices are adopted;

Quality assurance

implement a quality-assurance process that monitors compliance and ensures the agreed task-management rules are followed.

NEXT STEP

We will implement a task management system tailored to your company

We design and implement a task management system tailored to your company’s workflows, roles and management requirements.

  • select a task management platform that fits the company’s requirements;
  • Design workflows in the selected platform for your industry, structure and management model.
  • establish a clear standard for defining and assigning tasks;
Discuss task management

Documented procedures, employee training, implementation support and quality assurance for the task management system.