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Identifying and Categorizing Tasks in Reflow Setup

Introduction

This guide aims to provide a detailed walkthrough of how to identify and categorize tasks within the Reflow setup area. By following these steps, users will be able to effectively organize tasks, enabling better tracking and management of team activities.

Step-by-Step Instructions

Accessing Reflow Setup

Begin by accessing the Reflow setup area where you will be able to view tasks related to different domains and applications. This is essential for monitoring team activities and the data generated while they work.
Accessing Reflow Setup

Creating and Managing Rules

In the Reflow setup, you can click on 'rules' to create specific rules as necessary. This helps in organizing and categorizing tasks for improved management.
Creating and Managing Rules

Identifying Task Durations

Evaluate whether tasks are being executed within the expected time frame by comparing the actual time with SOP workflows. This will help in identifying users who may need additional training or system configuration adjustments.
Identifying Task Durations

Tagging Tasks for Insights

Tagging tasks is crucial as it allows you to view them at both individual and team levels, offering deeper insights into team operations and efficiency.
Tagging Tasks for Insights

Using Sheets for Better Organization

Transfer task information into a spreadsheet to facilitate easier viewing and collaboration with others.
Using Sheets for Better Organization

Validating Task Data

Ensure all task data is validated for accuracy, making any necessary changes for consistency and correctness.
Validating Task Data

Revalidation by Team Lead

After the initial validation, the team lead should review the tasks again to ensure all categorizations are accurate and make any further adjustments.
Revalidation by Team Lead

Defining Specific Task Instances

Define each specific instance of a domain name related to a task. This ensures that tasks are appropriately categorized and more detailed insights can be obtained.
Defining Specific Task Instances

Running Granular Reports

By identifying tasks in multiple areas, you can run detailed reports that provide insights into specific instances within a domain, enhancing decision-making.
Running Granular Reports

Creating a New Task Tag

When necessary, create new task tags for better task management and tracking, ensuring all relevant activities are documented.
Creating a New Task Tag

Conclusion

By following this guide, users will be able to effectively identify and categorize tasks within the Reflow setup area. This process not only aids in task management but also provides valuable insights into team operations, enabling more informed decision-making.