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Task System

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📋 Open Ben's Smartsheet    

📅 Plan Tomorrow

🎯 Prioritization Rules

Critical — Do Now

  • Production incident actively impacting users or revenue
  • Deadline is today AND business consequence if missed
  • Explicit directive from CTO/CEO with same-day expectation
  • Security vulnerability in live systems
  • Blocking an entire team from working

High — Today / This Sprint

  • Deadline within 48 hours
  • Dependency for another team or project
  • Stakeholder commitment confirmed in writing
  • Escalation risk if not addressed soon

Medium — Plan This Week

  • Deadline within the sprint/week
  • Contributes to OKR but not immediately critical
  • Improves reliability, performance, or team efficiency

Low — Backlog / Opportunistic

  • Nice to have, no firm deadline
  • Technical debt without near-term consequence
  • Administrative or process improvements

🚦 Status & RAG Rules

Project RAG

  • Green — On track, no material risk to delivery
  • Amber — At risk; mitigation plan exists but uncertain
  • Red — Off track; escalation required

Task Statuses

  • Not Started — Queued, not yet worked
  • In Progress — Active work underway this sprint
  • Waiting — Awaiting review, approval, or response
  • Blocked — Cannot proceed; explicit blocker identified
  • Complete — Definition of completion met

Forecast Accuracy

  • Target: ±20% variance on task estimates
  • Persistent underestimation → re-calibrate T-shirt sizing
  • Persistent overestimation → tasks being de-scoped mid-sprint

🔀 Defer · Delegate · Escalate · Re-scope

Defer when

  • Priority dropped below High and sprint is already full
  • Dependency is unresolved with no unblock date
  • Context switch cost exceeds the value of doing it now
  • Work is blocked by a third party with no ETA

Delegate when

  • Work doesn't require TL decision-making authority
  • A team member has capacity and the skill
  • Delegating builds capability in the team
  • TL is the bottleneck on more than 3 tasks simultaneously

Escalate when

  • Scope has grown beyond original estimate by 50%+
  • Two Critical tasks with conflicting deadlines exist
  • A blocker persists beyond 24 hours with no resolution path
  • Delivery commitment to a Business Owner is at risk

Re-scope when

  • Original estimate was <50% accurate after work begins
  • MVP can satisfy stakeholder need at lower effort
  • Technical approach discovered to be unviable
  • Business requirement has changed mid-delivery

🛠 Tool Implementation Guide

📊 Excel / Google Sheets

Best for offline-first teams with no tooling budget.

  • Tabs: Projects · Tasks · Milestones · Interruptions · Daily Review · Scorecard
  • VLOOKUP/XLOOKUP to join Task → Project
  • Conditional formatting for RAG and priority colours

📝 Notion

Best for linked databases and flexible views.

  • Databases: Projects → Tasks → Milestones (linked)
  • Views: Board by status, Calendar by due date
  • Linked views filtered by Today for commitments

🟣 ClickUp / 🟦 Monday.com

Best for visual dashboards and automation.

  • Space/Board per project; items = tasks; sub-items = milestones
  • Custom fields: Category, Effort, Completion Definition
  • Automation: alert when task blocked > 24h

🔵 Jira + Confluence

Best for engineering teams in the Atlassian ecosystem.

  • Epic = Project · Story/Task = Task · Sub-task = Milestone
  • JQL board filter for Critical or Blocked today
  • Confluence templates for Daily Review + Scorecard