Using Snapshots

Using Snapshots

The Snapshots tab stores saved versions of your audits, perfect for tracking progress over time.

Saving & Restoring

• Click Save Snapshot anytime in your audit.
• Each snapshot shows:
  • Date
  • Number of tasks
  • Export and restore options

Reports

Export:

• Task Analysis Report (PDF) – Breakdown of your time and focus.
• Handoff Report (PDF) – Delegation plan with responsible persons.

📦 Use Snapshots quarterly to measure change and impact after role redesign.

Tips for Better Role Insights

• Keep frequency estimates realistic — underestimation distorts analysis.
• Group related micro-tasks (e.g., “email triage” rather than each individual email).
• Use consistent naming across team audits for better comparisons.
• Revisit priorities monthly — what was Focus six months ago may now be Handoff.