Effective workflow management requires clearly defined tasks, accountability, and easy progress tracking. In Puzzle, Tasks represent individual actions required to build, refine, or complete steps within your workflows. By creating detailed, trackable to-do lists directly within each step, you ensure that your team remains organized, accountable, and efficient.
With Puzzle Tasks, every critical action stays visible empowering your team to streamline workflow development, stay focused, and achieve project goals smoothly.
Benefits of Using Tasks
📝 Action Lists: Clearly define every required action, ensuring all necessary steps for building processes are accounted for.
📊 Tracking: Stay on top of progress by tracking task completion and easily identifying incomplete tasks.
⚡ Efficiency: Boost team productivity by effectively managing tasks and ensuring critical actions don't fall through the cracks.
Step-by-Step Guide
1️⃣ Adding a Task
1️⃣ Adding a Task
🆕 Add Task: Within the step sidebar, click the ✔️ icon to create a new task.
✍️ Detailing the Task: Include clear, concise descriptions for each task to ensure responsible team members know exactly what to do.
🚨 Important: If the Tasks input is not visible in your Step Sidebar, you may need to enable it first.
How to Enable Tasks in Step Sidebar Configuration:
Go to Workspace Settings in Puzzle.
Navigate to Step Sidebar Configuration.
Toggle ON the Tasks input.
Click Save, and your Step Sidebar will update automatically.
2️⃣ Managing and Tracking Tasks
2️⃣ Managing and Tracking Tasks
✅ Mark as Complete: When a task is finished, click the ✔️ icon next to it. Completed tasks display a green checkmark with a strikethrough, while incomplete tasks remain clearly visible.
🛠️ Modify or Remove Tasks: You can edit task details by clicking directly on the task. You can also delete unnecessary tasks by hovering over them and clicking the ❌ icon.
💡 Best Tips and Practices
🚦 Prioritize Critical Tasks: Clearly prioritize important actions to prevent workflow delays and keep your team focused on high-impact tasks first.
🔄 Regular Task Reviews: Frequently review your task lists to ensure their accuracy and relevance, especially for long-term projects or evolving processes.
🔗 Include Helpful Links: Add links to important documents or resources within tasks to provide quick access to essential information.
💡 Use Clear Descriptions: Avoid vague descriptions. Instead, provide specific, actionable tasks (e.g., replace "Review document" with "Review the Q4 Marketing Strategy for approval by Oct 25").
🚀 Coming Soon! Exciting Task Improvements
We're continually working to improve how tasks function in Puzzle. Here’s a sneak peek of upcoming features designed to supercharge your workflow experience:
🛠️ Task Integrations
Zapier Integration: Trigger automated actions when new tasks are created in Puzzle, connecting seamlessly with hundreds of apps.
Native Task Integrations: Quickly sync your tasks directly to your favorite project management tools, like Asana, ClickUp, Notion, and Monday.com.
👤 Assign Tasks to Team Members
Easily assign tasks directly to specific team members, enhancing clarity, accountability, and collaboration—perfect for team-based process building.
📋 Task Subitems
Break down complex tasks into smaller subtasks for more granular tracking and detailed project management.
📊 Task Summaries (Roll-ups)
View comprehensive task summaries directly within your Section Sidebar and Workspace Sidebar, giving you instant visibility into task progress and responsibilities at a higher level.
We'd love your input on these features or suggestions for further enhancements! Check out our Feature Request Board to stay updated, vote on upcoming features, or request improvements that matter most to you.
Conclusion
Puzzle Tasks provide the foundation for clear, accountable, and organized workflow management. By breaking complex processes into manageable, clear action items, you ensure tasks are completed efficiently, effectively, and without confusion. With exciting upcoming enhancements, including integrations, assignments, subtasks, and roll-up views, managing your workflows will become even more seamless and powerful.
Start leveraging Puzzle Tasks today and watch your workflows become clearer, more structured, and significantly more efficient!