Team Manager Guide
Delegate work and track progress without micromanaging
Assign work confidently with clear expectations. Track progress without interrupting. Maintain quality standards at scale.
Create Task from Template
Select a proven process template. Customize for your specific client or project. Set due dates and assign team members.
Example:
Select "Client Onboarding" template. Customize for Acme Corp. Set due date for Friday. You're ready to delegate.
Delegate Activities
Assign specific activities to team members. The criteria define "done" clearly. No ambiguity about expectations.
Example:
Assign "Discovery call" to Sarah, "Proposal creation" to John. Both see the criteria: what must be documented, what must be reviewed.
Monitor Progress
Activity Flow shows all team work. Focus List shows your personal priorities. Dashboard shows team status at a glance.
Example:
Check Activity Flow - see that Sarah's discovery is 75% done, John is waiting to start proposal. Everything visible.
Review & Approve
Team submits completed activities. Review against the criteria you defined. Approve or request specific changes. Close when done.
Example:
Sarah submits discovery. You review against criteria: objectives documented, budget noted, next steps identified. Approve - task moves forward.