[{"data":1,"prerenderedAt":1115},["ShallowReactive",2],{"handbook-\u002Fhandbook\u002Foperations\u002Fceo-ops\u002Ftask-managment\u002F":3,"handbook-nav":243},{"id":4,"title":5,"body":6,"description":235,"extension":236,"meta":237,"navigation":238,"path":239,"seo":240,"stem":241,"__hash__":242},"handbook\u002Fhandbook\u002Foperations\u002Fceo-ops\u002Ftask-managment.md","Task Management",{"type":7,"value":8,"toc":224},"minimark",[9,18,21,26,29,48,51,55,58,108,112,122,129,153,156,159,163,166,177,181,184,187,198,202,205],[10,11,12,13,17],"p",{},"Tasks are the primary way to track work that needs to happen on behalf of the\nCEO. The goal is to keep all tasks ",[14,15,16],"strong",{},"self-contained",": every task should hold\nenough context that anyone picking it up can act on it without needing to dig\nthrough email threads or ask for background.",[10,19,20],{},"High-priority items must always be surfaced, even when the CEO is operating at\na higher strategic level and less involved in day-to-day execution.",[22,23,25],"h2",{"id":24},"task-anatomy","Task anatomy",[10,27,28],{},"A well-formed task includes:",[30,31,32,36,39,42,45],"ul",{},[33,34,35],"li",{},"A clear, action-oriented title",[33,37,38],{},"The relevant context — links to emails, documents, or calendar events",[33,40,41],{},"A due date or target timeline",[33,43,44],{},"An owner (the CEO, a delegate, or the executive assistant)",[33,46,47],{},"Any dependencies or blockers",[10,49,50],{},"When new context arrives (e.g. a reply in a related email thread), update the\ntask immediately. The task is the source of truth — not the inbox.",[22,52,54],{"id":53},"daily-workflow","Daily workflow",[10,56,57],{},"Each workday, review all open tasks. Run through the following checks:",[59,60,61,73,79,85,91,102],"ol",{},[33,62,63,66,67,72],{},[14,64,65],{},"Match inbox items to tasks."," Cross-reference the ",[68,69,71],"a",{"href":70},"\u002Fhandbook\u002Foperations\u002Fceo-ops\u002Finbox-management","inbox"," with open tasks. If an email relates to an existing task, add the context to that task and note any updates.",[33,74,75,78],{},[14,76,77],{},"Check scheduled tasks."," For each task with a due date or scheduled start: is the timeline still realistic? Does anything need to be moved earlier or later?",[33,80,81,84],{},[14,82,83],{},"Assess readiness."," Is the task ready to be executed today — or is it blocked? If blocked, note what is needed and by whom.",[33,86,87,90],{},[14,88,89],{},"Identify delegation opportunities."," Which tasks can be handled without the CEO? Reassign where appropriate and update the owner on the task.",[33,92,93,96,97,101],{},[14,94,95],{},"Flag tasks that need time blocked."," If a task requires focused CEO time (e.g. writing, reviewing, a decision), create a ",[68,98,100],{"href":99},"\u002Fhandbook\u002Foperations\u002Fceo-ops\u002Fcalendar-management","calendar event"," for it and link the task in the event description.",[33,103,104,107],{},[14,105,106],{},"Surface urgent or high-priority items."," Any task that is overdue, at risk, or requires an imminent CEO decision should be flagged in the daily touch-base.",[22,109,111],{"id":110},"deal-desk-review","Deal Desk review",[10,113,114,115,121],{},"Deals stall on the CEO more often than on anything else — a pricing approval, a\nredline, or a signature that nobody has chased. The daily brief therefore always\ncovers the ",[68,116,120],{"href":117,"rel":118},"https:\u002F\u002Fapp.asana.com\u002Fread-only\u002FDeal-Desk\u002F1213818720452348\u002F35b84534fdbe0d38d02d16cf84565538\u002Flist",[119],"nofollow","Deal Desk Asana project","\nexplicitly, rather than leaving those tasks to surface through the general task\nreview.",[10,123,124,125,128],{},"Every workday, before compiling the briefing, open the Deal Desk project and pull\n",[14,126,127],{},"every task due today or tomorrow",", regardless of who it is assigned to. Walk\nthe CEO through each one in the brief. For each task, state:",[30,130,131,134,147,150],{},[33,132,133],{},"The counterparty and the deal it belongs to.",[33,135,136,137,141,142,146],{},"What is being asked for — pricing\u002Fdiscount approval, legal or redline review,\nan NDA, or a signature (see ",[68,138,140],{"href":139},"\u002Fhandbook\u002Fsales\u002Fengagements\u002F#deal-approval-process-deal-desk","Deal Approval Process","\nand ",[68,143,145],{"href":144},"\u002Fhandbook\u002Fsales\u002Flegal\u002F","Legal"," for what each type involves).",[33,148,149],{},"Whether the CEO is the one who has to act, or whether it is waiting on someone\nelse — and if the latter, who and since when.",[33,151,152],{},"The decision or action needed today, phrased so the CEO can answer it in the\nbrief itself.",[10,154,155],{},"Nothing due today or tomorrow is omitted because it looks routine or because it\nalready appeared in yesterday's brief — a task that has been repeated three days\nrunning is itself the thing worth flagging. Tasks already past their due date are\nescalated alongside them.",[10,157,158],{},"Record the CEO's response on the Asana task the same day, and reschedule or close\nit accordingly, so the Deal Desk stays the source of truth for where each deal\nstands.",[22,160,162],{"id":161},"scheduling-and-timelines","Scheduling and timelines",[10,164,165],{},"A task on the list without a realistic timeline creates noise. When reviewing\ntasks:",[30,167,168,171,174],{},[33,169,170],{},"If a task has no due date, assign one or flag it for prioritization.",[33,172,173],{},"If a due date has passed without completion, either reschedule it with a new\ndate and a note explaining the delay, or escalate to the CEO.",[33,175,176],{},"Avoid piling too many tasks on a single day — spread work to match the CEO's\navailable focus time.",[22,178,180],{"id":179},"delegating-tasks","Delegating tasks",[10,182,183],{},"Not every task requires the CEO. Before keeping a task assigned to the CEO,\nask: can this be handled fully or partially by someone else?",[10,185,186],{},"When delegating:",[30,188,189,192,195],{},[33,190,191],{},"Update the task owner.",[33,193,194],{},"Include enough context in the task that the delegate can act without a\nhandoff call.",[33,196,197],{},"Set a follow-up date to check on completion.",[22,199,201],{"id":200},"blocking-time-on-the-calendar","Blocking time on the calendar",[10,203,204],{},"Some tasks require uninterrupted focus time. When a task needs a dedicated\nblock on the CEO's calendar:",[30,206,207,215,218,221],{},[33,208,209,210,214],{},"Create a calendar event following the ",[68,211,213],{"href":212},"\u002Fhandbook\u002Foperations\u002Fceo-ops\u002Fcalendar-management#calendar-event-anatomy","event anatomy"," guidelines.",[33,216,217],{},"Link the task directly in the event description so context is one click away.",[33,219,220],{},"Keep the block appropriately sized — avoid over- or under-allocating time.",[33,222,223],{},"If the task is completed before the block, release the time.",{"title":225,"searchDepth":226,"depth":226,"links":227},"",4,[228,230,231,232,233,234],{"id":24,"depth":229,"text":25},2,{"id":53,"depth":229,"text":54},{"id":110,"depth":229,"text":111},{"id":161,"depth":229,"text":162},{"id":179,"depth":229,"text":180},{"id":200,"depth":229,"text":201},"Tasks are the primary way to track work that needs to happen on behalf of the\nCEO. 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