#OptimalPrime: Simplify Collaboration with Shared Tasks

At Function Point, ‘Prime’ is the name we give to the people at your agency who know how to best use the system. Each month we’ll share new tips and tricks from our system to help you Transform your Function Point skills from average to amazing. Tune in each month to elevate your game, and if you miss any previous posts, check out #OptimalPrime on our Twitter: @functionpoint.

Simplify Collaboration with Shared Tasks

When you’ve got hundreds of tasks on the go, keeping it simple is essential. With Shared Tasks, all you need to do is create one Shared Task for the Job — “Logo Design” or “Maintenance,” for example — and everyone involved tracks their time to that Task.

The new task type saves you time and makes it easy to track billable meeting hours by allowing multiple people to track time to a single Task.

Here’s How:

  1. On a Job schedule, click the “+ Task” dropdown.
  2. Click “Add Shared Task”.
  3. Assign the Task to the appropriate staff members.
  4. Click “Save Changes”.

Have a 2-hour client meeting that involves 3 team members? Shared Tasks allows everyone to track time to a single Task, saving you time and keeping your task list more organized.

Stay tuned for the next #OptimalPrime where we continue your transformation into a productivity pro with a new trick in FP.

Marissa Ho

Brand & Product Coordinator

Marissa was raised on a steady diet of mountain and ocean activities. She’s a product marketer by day, reader by night, and human being by day and night.

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