Getting Started

Getting Started

When you first log in, you’ll see:

• Your Full Name and Role/Job Title at the top.
• The Task Analysis table, which lists every task you perform along with its frequency, estimated time, and priority.

💡 Tip: Begin with a realistic view of your current workload — the more complete your task list, the more accurate your analysis.

Adding and Managing Tasks

Add a Task

1. Click + Add Task.

2. Fill in the following details:

   Field	Description
   Task Name	The activity you perform (e.g. Run Coaching Sessions).
   Frequency	How often you do it (Daily, Weekly, Monthly, Quarterly).
   Estimated Time (hours)	Time spent per occurrence.
   Priority	Choose Focus, Retain, or Handoff.

3. Click Save Task.