specific work assignment

What Every Job Seeker Should Know About Work Assignments During the Interview Process

You’re progressing well through an interview process, and you think you’re close to landing that coveted offer, when the employer says, “One more thing—we have a little homework for you.”

This tactic is used by a lot of companies (especially startups), and with good reason: The hiring manager gets a firsthand look at your approach, creativity, quality, turn-around speed, and communication and presentation style and can gauge how serious you are about the position.

If you really want that job, your instinct will likely be to put your best foot forward and provide the most fabulous project the employer has ever seen. But there’s something else to consider: You may end up putting in many hours of work, creating an awesome deliverable—and at the end of it all, still not getting the job. There’s even a chance that the company will take the ideas you labored over for its own benefit, and you’re left not only without an offer, but without compensation for all that hard work.

It’s happened to me: Once, at the end of a second round interview, a hiring manager asked me for a list of quick-hit ideas on increasing user engagement for his consumer website. I spent almost half a day coming up with a list of 10 great ideas, including many examples from other sites. After I proudly sent over my recommendations, I didn’t hear from the company for over two weeks. When I finally got a response, he thanked me for all my hard work and said that the company decided not to pursue the position at this time due to “internal matters.”

Who knows if this really was the case; but to my surprise, I noticed a handful of my ideas were actually implemented within the next few months on their site. Maybe these were ideas already in motion and my assignment only confirmed what was planned, but I couldn’t help but feel that I had been somewhat “used” and regretted putting so much time and effort into this homework.

While there are times you may want to go to the moon and back for a job , it’s also important to be careful how you approach these homework assignments—especially if you’re investing your time into applying to multiple jobs. Here are some tips on how to handle this tricky situation.

1. Understand General Goals and Expectations

First, it’s important to get a sense of how this assignment will factor into the overall evaluation of your candidacy. Is this the final hurdle before the job offer? (It should be.) How will this be weighed with other elements of your interview? (You should get some positive reinforcement that the company’s very interested and just wants to get a sense of how you work.) How long will the assignment take? (Being asked to spend more than 2-3 hours on an assignment before getting hired is bordering on disrespect.)

Don’t be afraid to ask questions like, “Can you help me understand how this assignment will be evaluated?” “Are you looking more for big-picture ideas, or a detailed look at my recommendations?” “Roughly how much time do you recommend I put into this assignment?” It’ll help you understand what the company is looking for and how much time you’re willing to put forth.

2. Ask for Data

Next, remember that you have every right to ask for information that’ll help you better tackle the assignment and not start from scratch (if you were hired, that’s what you’d obviously do , right?). So, put some onus on the company to provide relevant data. For example, if the company is asking for your ideas on potential partners, ask questions that’ll point you in the right direction, like, “Who are your current partners?” “What types of partners are you currently pursuing?” “What are the key metrics that define a successful partnership?”

And if the company doesn’t provide any more information? Do your best, but also make sure you express where you’ve made assumptions based on lack of information—e.g., “Without knowing what your current metrics for successful partnerships are, I’ve made suggestions for partners that will boost both brand awareness and website traffic. Obviously, if the company has different goals, I would be able to adjust these recommendations.”

And then don’t worry—if the hiring manager doesn’t offer it, he or she will understand that you’re operating under lack of information and history.

3. Outline Main Points, Only Tease the Details

More often than not, the primary reason companies dole out homework is to get a better sense of your thought process, as well as how you structure and convey your thoughts and ideas. There’s not necessarily a “right” answer, nor is there a need to get way down in the weeds.

So, don’t stress about providing a ton of information—just outline the main points (bullets and numbered lists usually work well). You can tease out more details as you’re talking through your assignment in the interview without having to write down your specific plans and fully fleshed out ideas. Remember: You don’t want the hiring manager to have the blueprints for your fabulous ideas—you want him or her to hire you so that you can be the one implement them!

4. If You’re Worried, Get an NDA in Place

Depending on the type of job function and level you’re interviewing for, it may not be a bad idea to request a non-disclosure agreement. If there is any confidential information you do not want shared widely, your assignment involves using data from your current employer, or you just have a nagging concern that the company may steal your best ideas, take a precaution and get a simple mutual NDA executed (many template NDA forms are available online for download). Don’t make it too legally formal—the company may get turned off by this move—just let the hiring manager know you just want to make sure things stay confidential and you’d be more comfortable providing details with a simple NDA in place. If he or she refuses to sign, this may be another warning flag.

Knocking a homework assignment out of the park can be an amazing chance to show you’re the best candidate of the bunch, but you never want to get in a situation where you’re wasting your time or being used for free labor. Follow these guidelines, and you’ll be able to present a great deliverable while making sure you’re spending your time and effort the right way.

Photo of man working courtesy of Shutterstock .

How to Give Assignments to Team Members

Table of Contents

The project has been divided into milestones, goals and objectives broken into tasks, and now it’s time to assign them. But as you open the project management platform, you’re faced with the unflattering process of wording the tasks, and choosing whom to assign them to.

Well, in this article, we offer advice on how to make that jumbled first moment a little clearer. There are actionable tips, learning the difference between allocating and delegating tasks, and suggested criteria on how to choose the best person for the job.

For a more precise overview, here’s a table of contents:

How do you assign employees tasks?

We normally think that assigning tasks is a time-consuming process that focuses on clearing out task lists to keep the project going. However, task assignment should actually be a more employee-oriented process that requires additional dedication and effort, which yields incredible results. But what do we mean by that?

Properly assigned tasks push your employees, projects, and the overall company forward. Here’s how.

• They strengthen accountability and trust between managers and employees;
• They help teach new skills and perfect old ones;
• They allow employees to get familiar with other teams and avenues of work;
• It becomes easier to make project estimates;
• Makes for great bases for performance reviews, etc.

The list could go on, but we’ll stop there for now.

Of course, such long-term benefits don’t come without some proverbial blood and sweat in the planning stage. Let’s take a look at the general ideas on assigning employee tasks, and specific steps you can take.

Motivation comes from knowing the bigger picture

When we talk about the bigger picture in project management, we talk about each team member’s task affecting their peer’s down the line. Since all tasks are usually small pieces of the puzzle, it helps to remind employees how their work contributes. For example:

• A high-quality draft can make a great foundation for the final version, and it can be completed more quickly.
• A well-prepared presentation can shave time off unnecessary questions and additional email inquiries.

It comes as no surprise that people work better and are more productive, when they know that their work has an impact on the company level.

And so, when you assign tasks, try to emphasize how they fit in the bigger picture. Simply saying: “ You doing X will help with Y and Z ” and how it reflects on the project as a whole will let an employee know that the task they were assigned is important.

Get your employees excited to commit

Telling people about the bigger picture and showing them what’s possible can only get them so far. It’s enough to ignite the initial spark, but for them to fully commit to the task, you need to define what that task entails.

They should be able to picture how to go about the work, what skills to use, and how to reach the desired result. The clearer the instructions, the more motivated they will be to work.

Simply put, give directions on how the task should be done, and make sure they understand. You can’t read each other’s minds, so it’s important everyone is on the same page.

Ask for task transparency

One of the best practices a company can employ is transparency among coworkers.

This is achieved by having everyone input their tasks for the day in a timesheet. The purpose of timesheets is to get an accurate idea of what everyone is working on at any given time.

When people know who works on what tasks, it’s easier for them to know if a person is available or busy, how far along they are with a task, etc.

So, when you give assignments to employees, label them with deadlines. Alternatively, you can ask for employees’ assessments on how long the work would take them, and use those timeframes.

Source: Clockify team timesheet

Timesheets are a great way to keep an eye on tasks and the people doing them. You get to:

• see who struggles with what (helps assess people’s skill sets);
• who burns through their workload and is available for additional tasks;
• whether your time estimates need correction;
• identify any wasted time.

💡 If your employees are insecure about keeping public records of their tasks, here are a few resources that can help:

• How to create order in your daily work tasks
• How to be more efficient with your tasks

Keep a crystal clear timeframe

While we’re discussing timesheets and deadline transparency, it’s important to mention that the times you set for task completions need to be clear-cut.

As we’ve mentioned, the safest way to assign deadlines is to consult the employees. They are better at assessing how long it will take them due to the tasks’ difficulty, overall deadlines, the standards that need to be met, and the skill required to complete it.

When they get a say in how long they should be doing an assignment, people tend to feel more accountable for the whole process. They will do their best to finish in time, since they actively participated in setting the deadline.

Set very clear expectations

Assigning a task should always include your (the supervisor’s) expectations pointed out. For example:

• Does a logo pitch need as many drafts as possible, or just a few finished pieces?

If you ask a designer to make some drafts for a logo pitch, you must specify the kind of quality you’re looking for. Explain whether you are looking for some sketches and drafts for a brainstorming meeting, or if you want clean, presentable pieces to show.

Additionally:

• How many pieces should the designer do?
• Is there a specific color palette they need to follow?
• How important is the task? Is this the day they finally decide on a logo, or is it still in the brainstorming stage? (decides on the quality of the work itself)

Assigning the task using the above questions, you help the designer understand how much effort precisely they need to invest. They become more motivated with clear instructions, as they know what is expected of them. There’s no fear of having their work criticized for something that wasn’t communicated in the beginning. And on your end, it prevents breached deadlines or subpar results.

Avoid creating dependency by being less involved

It’s not unusual for employees to ask their supervisors for their opinion on a certain task, or their performance.

The problem arises when a supervisor makes themselves too involved with the process. When they feel like the project might fall apart if they don’t have their eyes on every moving part all of the time. And when you have, say, 20 people waiting for that person’s approval, advice, or consultation, the workflow runs into a gridlock.

And wait time is wasted time.

Plus, people lose motivation, patience, and grow frustrated, as they could be doing other things.

So, learn not to jump in every time people call for your aid. Assign reliable people who can address smaller issues, while you handle the big picture. Learn how to expend your own energy where it is needed more.

For example – making a pitch presentation for potential investors keeps getting put off because one person needs you to check a client email they want to send, another wants your signature on a form, and the third wants to ask something about employee feedback that’s coming up.

In order to not be stretched thin, and have your time wasted on menial tasks, here’s where you can start:

How to mitigate the risk of being over-involved when assigning

• Remember that you match tasks to people

Which means that, by matching the right people with the right tasks, your involvement will be minimal. Take time to carefully choose who gets to do what. What is the point of assigning tasks if they can’t be done without you?

• Have a 10-point scale to judge the importance of items

How important are certain aspects of your leadership role? Are you absolutely necessary in every meeting, or during every call? Which tasks need your approval, and which ones can be approved by someone under you?

Rank these items on a scale of 0 to 10, based on their importance to you and the project. Top priority tasks should get your undivided attention. And what can be delegated, should be.

• Analyze your schedule

Your energy and time are needed on a much broader scale. The best way to spot if you’re wasting time being too involved is to look at your schedule. Identify how much time you’ve spent on low-priority items, and assess which issues could’ve been solved without you.

• Take into account priorities and deadlines

Step in only when absolutely necessary. You are in charge of things getting done on time, by people most qualified for assigned tasks. Determine what your priorities are for each project, and concern yourself only with those issues, unless there is a risk of breaching a deadline.

• Formulate a list of dependable people

If you know your employees (or team members) well enough, then you should be able to single out those who are more dependable and ready to take on a little more responsibilities. Write out the reasons how they could help by getting involved on low-priority items instead of you. When the time comes, rally them and present them with the idea, keeping in mind that this solution helps push the project forward. When authority is delegated to several people, there’s fewer chances of a hold-up in the workflow.

This also falls into the realm of task delegation , which we’ll get into later.

How do you decide what tasks to assign to which employees?

1. assign based on priority.

Naturally, some tasks will be more important than others. When you break down a project into tasks , spend some time assessing their priority level.

High-priority tasks should be the first on your list to allocate. Whether it’s because they’re time-sensitive, or require more effort and dedication.

Low priority tasks can be allocated as fillers to the first available person.

2. Assign based on employee availability

Another factor to consider when assigning tasks is who is available at the moment.

As the project moves along, new tasks will be added. You will have to allocate new work, but odds are you won’t always be able to pick who you want. Especially if a deadline is approaching, the person with the smallest workload should be your first choice.

Overloading an already busy individual just because they’re more skilled or you have faith in them the most puts an unnecessary strain on them. It’s cause for frustration, poorer results, and decreased productivity.

And as we’ve mentioned, if you have a timesheet with an overview of all the tasks and employees working on them, it’ll be much easier to spot who is free and who isn’t.

3. Assign based on employee skill level

High-priority tasks should go to employees with more experience in a given field or skill. However, you should occasionally give such tasks to other employees as well, to help them grow and become just as dependable. Giving people challenging tasks that can boost their experience is essential to productivity and morale.

Not to mention you get to have multiple high-skilled employees.

Low-priority tasks can be assigned to anyone, despite their experience level. They’re a good opportunity to practice, pick up new skills, or get smaller tasks out of the way to make room for more important ones.

4. Assign based on preference

Last, but not the least, preference can also play a big part in how you assign tasks.

It’s a given that some employees will prefer certain tasks over others. So it could be good to assign tasks at a meeting with the team. As you discuss priorities, deadlines, and availability, ask them which tasks they would like to work on.

If someone shows interest in a specific type of work, they should (with some consideration), be allowed to take it. After all, people are more productive when they’re assigned to something they find new or exciting.

Note: Apply this rule with caution. Letting people do only the tasks they want can stunt their career growth. Getting out of our comfort zones and occasionally doing tasks that we don’t like is how we develop and learn. So, don’t forget to document assignments as you hand them out, to spot these potential issues early on.

Allocating vs delegating tasks

While semantically similar words, delegation and allocation in terms of tasks are two different things.

When you allocate tasks , you are assigning tasks without giving the employees much authority, challenge, or room to grow. It includes you keeping all of the responsibility – writing out the tasks, making deadlines, providing resources, tools, etc. These are usually recurring tasks that can become repetitive.

When you delegate tasks , you allow for some of that responsibility to fizzle out from your fingers. All you think about are the objectives, while letting the employees figure out the details and means to get there.

However, that doesn’t mean delegation is right and the allocation is wrong.

Task allocation has its own place. It is just as important, as a lot of tasks come down to repeated processes that are still vital to the project progress. Task delegation is just a good opportunity for employees to learn, challenge themselves, and assess their skills and performance.

When should you allocate tasks?

Management and BizDev consultant Artem Albul shared his concept on task assignment, which he dubbed an “algorithm”. He emphasized how these criteria are useful only and only when you wish that employees perform the tasks based on your guidelines and instructions (aka allocation).

Here is how Albul broke down the algorithm:

Source: Artem Albul, TWA Consulting

As we can see, task allocation, while the more “controlling” of the two, also gives in-depth instructions and asks for confirmation on task clarity. A lot of it comes down to everyone being on the same page, leaving little to no room for misinterpretation (but also creative freedom).

How should you allocate tasks?

With all that we’ve mentioned in the previous section, here’s how your task allotment could look like, step by step.

• Break down your project

Detail out the goals, objectives, and some individual tasks (not all, be careful not to start micromanaging). Place the most important deadlines.

• Prioritize tasks and sort them

It’s important to know what tasks need to be done faster/better, to properly allocate your resources and manpower from the start.

• Make a list of teams and team members

Assign team leaders (if you don’t have them), and alternatively, ask for their input on individual employees skills, for a more informed decision on who gets what.

• Schedule a meeting

Make a meeting with the team leads and go through the points above. Assign tasks according to each team’s availability, interest, and skill required to successfully push the project forward.

• As team leads – assign tasks further down the pipeline
• Track task completion and make necessary changes along the way

Whether it’s pushing deadlines, reassigning tasks, or shifting around resources. This is perfectly fine and expected, so long as it doesn’t happen on every task you’ve assigned. Then, it is an indicator of poor pre-planning.

• Offer feedback and write performances

Don’t forget to track the progress and make notes of important details that might help the next task allocation/delegation process. It’s also a useful piece of information for the employees on what they need to improve on.

Allocating tasks is somewhat more complicated than we want it to be. But, this kind of thorough research and preparation will make projects run more smoothly. Employees will also be more satisfied with their work, and there will be less hurdles as deadlines approach.

When should you delegate tasks?

Delegation is a great practice in trust for both the employer/supervisor and the employee. The employer learns how to give away some of their control over the process, while the employee learns how to take more accountability for their work.

This lets you focus on big-picture aspects of your job, since you deal less with assignments that are low-priority for you. You save time and energy, while helping others move up in their careers.

How do you effectively delegate tasks as a leader?

As we’ve mentioned, delegating includes more employee independence. There are some additional components which make this type of task assignment more appealing than allocation, with great opportunities for growth.

Focus on delegating objectives instead of actual tasks

When you delegate, you focus on the objective that needs to be done. You shouldn’t give employees a “color by numbers” instruction on how to complete a task.

Communicate clearly what the end result should be and what expectations you (or the higher-ups) have. Leave the means for reaching that end goal to the employees themselves. Because how you solve a task may be completely different to how they will. And that is perfectly fine, so long as the result is the one you are looking for.

Keep the objectives challenging

When the objectives you’re delegating are too easy, chances are the person will either procrastinate, or feel like you don’t trust them enough. And if they’re too difficult, they get frustrated, anxious, and begin to panic.

It’s a good idea to be aware of an employee’s skill level, so you can gauge how much challenge and responsibility they can take on. For them to be the most productive and achieve great results, they need to enter “the state of Flow”.

Source: Optimal Experience , M. Csikszentmihalyi

💡 We’ve discussed the state of Flow in more detail in an article on time organization.

Encourage discussion and feedback

Let employees voice their opinions on the topic.

They should ask anything about the task, the goals, or the overall impact their work will have on the later stages or others’ workflow. It means they are interested in the task, and getting involved.

And if they aren’t asking questions themselves, you can always nudge them into proactivity.

• Is there something you’d like me to clarify?
• Do you already have any ideas on how to go about the task?
• Is the time we agreed upon enough for you?
• Will you need other resources, tools, or support?
• Do you see any problems or risks?

Questions like these help them feel valued, their efforts acknowledged, and let them know you care about the task and how well they perform. Just be careful not to overdo it, or you’ll start to look like a micromanager.

Give employees free rein, but offer support

Speaking of micromanaging, delegation means you let people problem-solve their way out on their own. There should be no reason for a manager to step in and control or supervise any step of the process, unless absolutely necessary.

However, what you should do is let them know you’re available for any advice should they feel stuck. Just because employees get authority on a certain task, and are left to their own devices, doesn’t mean the project has to suffer until they pull themselves up.

From time to time, ask them if they need anything from you, and make sure they know you’re there for any kind of support, consultation, or mediation. ANother good practice is to also give them additional learning opportunities – such as training, conferences, courses, etc.

Delegate objectives that move people forward

Choose assignments that boost the skills and employ all of their experiences, instead of something that simply needs to be done. For example:

• Tasks that require they brush up on their team communication skills;
• Learning how to allocate smaller tasks;
• Supervising others’ work and doing quality control;
• Learning to work with a new tool;
• Holding a meeting (or more), etc.

Find out which skills your employees may want or need to develop, and then plan your delegations accordingly. You want them to complete the task while having learned something new at the same time.

How to choose who to delegate to

Paul Beesley, senior director and consultant at Beyond Theory proposed a nifty checklist for when you’re choosing an employee to delegate to. It’s meant to simplify and speed up the process.

To successfully complete the delegated task, your chosen employee needs:

S – the skill to perform and complete a task

T – the time to complete the task, and if needed, learn the required skill

A – the authority to handle everything concerning the task

R – the necessary level of responsibility

R – the recognition for successfully completing the task

This list is a set of important criteria that should be covered when you consider who to assign to a specific task. However, depending on your niche, type of service, company size and the project at hand, the criteria are likely to change. And it should accommodate your needs, not the other way around.

Common task delegation mistakes to avoid

With all being said, there are some common mistakes managers and employers make, sometimes without even realizing it.

• Being too vague concerning deadlines (using: as soon as possible, when you get to it, I need it by yesterday). It creates unnecessary pressure.
• Being unavailable for questions and concerns. While you shouldn’t micromanage, you should still be present for support if an employee feels stuck. Ignoring them or handing them over to someone else could cause distrust. However, if you are usually swamped with work, set consultation hours each day or week.
• Having unclear directions. Specifying the allotted time for task completion and expectations should be the bare minimum when delegating tasks.
• Not providing feedback. No feedback is worse than bad feedback. Employees need to be aware when they’re doing good work, as well. In one company I worked for, the mantra was: “If no one is complaining about your work, that means you’re doing good”. And while it sounds like sound logic, it actually caused a lot of frustration. We were left directionless, and simply “floating” from task to task, never knowing if any of them had a positive impact on our performance.
• Not listening to employees. Take into account how they feel about a task or the objective. Let them give you feedback and if there are potential problems from the get-go.
• Assigning other people to the same task. If you notice a person struggling, the first instinct should be to ask them how they’re faring, and if they need any help. Some managers tend to assign other employees to help them without consultation, which leaves a sore taste. The employee will feel even more incompetent and will be less likely to take on a similar task in the future.
• Assuming people will know what you mean. This is one of the biggest problems. When you’re formulating a task, be as clear as possible about the goals and expectations. Oftentimes managers think that these things are implied, but the truth is – no one is a mind reader. To avoid having information misconstrued or misunderstood, communicate clearly and directly.

There could be more mistakes, especially for every different field and industry. If at all possible, identify the most common ones, made either by you or your peers. Note down all the instances where certain tasks weren’t up to par, and see what you could have changed in your assignment process to fix it. Maybe there wasn’t enough time or resources, you were unclear, or the employee wasn’t ready for such responsibility. Use the same procedure in all future task delegations. It’s the only way to learn and make the process quicker.

Use Clockify to assign tasks with ease

Now you’re a master of task delegation — congrats!

But there’s more to it than meets the eye.

In fact, what if you used a digital tool like Clockify to increase the likelihood that each job would be completed on time and on point?

In Clockify, you can easily create highly descriptive assignments that contain information like:

• Start time,
• Billability status,
• Name of the employee,
• Period for getting the assignment done,
• Hours per day to spend on the assignment, and more.

That way, you can plan who works on what, how long, and when.

Similarly, Clockify allows you to create project milestones to achieve results faster.

With the Milestones option, you can select dates for deadlines, allowing you to pin down important events in your projects.

For example, if your client expects you to keep them in the loop about developments, you can inform them promptly on whether your team has reached the agreed-upon milestones.

Refocus on your company’s big picture with a project and time tracking tool.

Marijana Stojanovic is a writer and researcher who specializes in the topics of productivity and time management.

Where does the time go?

START TRACKING TIME

with Clockify

How Clockify Transformed Team Time Tracking Forever

Learn more about Clockify’s rising to the top and what sets it apart from other time trackers for teams.

How to create a PTO policy

Everything you need to know about creating a PTO policy — from the basics of PTO to choosing a PTO tracking system that suits your workflow.

Working Overtime Without Pay – Know Your Rights and Options

Discover the legal and financial aspects of working overtime without pay. Learn your rights and how to handle common concerns regarding off-clock work.

PTO vs. Vacation: What Is the Difference?

Learn the difference between PTO and vacation and find out the answers to the most frequently asked questions regarding paid leave!

Best Methods for Tracking Team Productivity

Find out the most useful methods of tracking team productivity, followed by actual examples of how different teams measure their effectiveness.  

Difference Between a Freelancer, a Contractor, and an Employee

Learn which work category you fall into, to better protect your rights as a worker and avoid worker exploitation.

FREE FOREVER • UNLIMITED USERS

Free time tracker

Time tracking software used by millions. Clockify is a time tracker and timesheet app that lets you track work hours across projects.

How To Assign Tasks To Team Members Effectively? Our Full Guideline

How can I effectively assign tasks to people?

Why is it that despite assigning tasks, some groups reach peak productivity and project success, while others grapple with conflicts and burnout?

And how can I address and solve issues related to task assignment?

In this article, we’ll provide answers to all of these questions.

Ready to elevate your task assignment skills and boost your project success? Let’s dive right in!

I. Assigning Tasks: Quick Overview

1. What is task assigning?

Task assigning is the process of allocating specific duties to team members to achieve a common goal.

2. Why is assigning tasks to team members important?

Effective task assigning is crucial for achieving team goals and maintaining productivity because it improves:

• Fair workload distribution.
• Resource efficiency.
• Seamless team collaboration
• Simplifying project progress tracking.

There’s more.

As everyone knows their role, responsibilities, and how their work contributes to the bigger picture, they feel less confused and more accountable for their assigned task.

II. How to assign tasks effectively in a project?

Below are the best strategies, practices, and tips for assigning tasks to others effectively.

Stage 1: Before assigning tasks

• Understand the project & your team members

Ensure you get a clear understanding of:

• Project’s objectives, scope, desired outcomes, and any deadlines.
• Team members’ skills, strengths, weaknesses, and preferences.

This step allows you to match the right tasks with the right team member, which helps allocate tasks efficiently, increase productivity, and maximize project success.

• Break down the project into individual tasks

Follow these steps:

• Identify major components of the project based on its goals.
• Break components into smaller tasks.

This makes it easier for managers to allocate responsibilities and track progress while helping team members better grasp the overall process.

• Prioritize tasks

Prioritize tasks based on 3 factors: 1) urgency, 2) importance, and 3) complexity. Here’s how:

• Identify time-sensitive tasks.
• Address tasks contribute to your long-term goals and should not be neglected.
• Categorize tasks based on difficulty levels, and time and resources required.
• Create a priority list of tasks based on the combination of all three criteria.

This valuable step helps managers make informed decisions on which tasks to tackle first and find the right people to work on each task.

Stage 2: While assigning employee tasks

• Match the right person to the right task

Assign tasks to the most qualified people.

Start by allocating high-priority tasks to the first available person with the matching expertise. Schedule low-priority tasks.

Straightforward tasks can be assigned to less experienced members, while complex tasks may be given to those with advanced skills.

• Be mindful of your team’s availability.
• Set realistic deadlines. Ensure to give members sufficient time to complete their assigned task.
• If someone shows interest in a particular task, consider assigning it to them.

If you know your employees well enough, then make a list of dependable people who are ready to take on a little more duties.

Give them low-priority yet important tasks with authority.

• Communication

To avoid disputes, constant clarification, or errors, it’s important to help your team members understand:

• Project’s goals, desired outcomes, and deadlines.
• Tasks’ requirements and priorities, plus how they contribute to the overall project’s success.
• Who is responsible for which task and what is expected of them.

Tips: Use clear and concise language when communicating. Encourage employees to ask questions and seek clarification on the project and their assigned tasks.

Stage 3: After assigning tasks

• Monitor Progress & Offer Help

Check-in with team members regularly to see how they are doing and if they need any help.

Encourage them to open up and transparently communicate their concerns and challenges.

On your side as a team leader or project manager, be available to offer assistance if they encounter challenges.

This helps resolve issues and improve the task assignment process.

• Provide Necessary Resources

Ensure that team members have the necessary resources, tools, and information for their task completion.

Stage 4: After the task/project is completed

• Reflect on Past Assignments

After each project or task, take time to reflect on what worked well, what didn’t, and where certain tasks weren’t up to par.

Address any issues and offer feedback on completed tasks. Use this feedback to refine your approach in future assignments.

Recognize and reward everyone’s efforts and contributions. This helps keep employees excited and motivated.

• Continuous Learning and Improvement

Invest in training and development opportunities for your team to enhance new skills and knowledge.

Extra tips for assigning tasks effectively:

• Use project management software to help you manage workload, make time estimates, performance reviews, etc.
• Be flexible. Things don’t always go according to plan, so be prepared to adjust your assignments as needed.
• Don’t be afraid to experiment. Try different approaches to see what works best for your team.

III. How to assign tasks in Upbase?

In this section, I’ll show you how a project management tool like Upbase helps simplify task assignments, improve morale, and increase outcomes.

Quick info:

• Upbase organizes and manages projects by lists.
• Members of a list can’t see and access other ones except those lists’ owners allow them to.
• Upbase offers unlimited free users, tasks, lists, and storage .

Sign up for a free Upbase account here , follow this guide, and take your task assignment process to the next level.

1. Break down projects into smaller tasks

Create a new list:

• Hover over “Lists” on the left sidebar to open the dropdown menu.
• Select “List”
• Edit the list’s icon, color, name, and description. Then, add your employees.

Add new tasks to the list:

• Navigate to the Tasks module.
• Create and edit sections.
• Add tasks to sections by clicking “+” or “Add task”.

Add new tasks via emails : Open the dropdown menu next to the list name, select “add tasks via emails”, and follow the instructions.

Add task details:

You can add specific instructions, priorities, deadlines, and other attributes to individual tasks and subtasks.

Keyboard shortcuts : Hover over a task card and press:

• “S” to set high priority
• “D” to open the Due date picker
• “C” to open the Tag picker

Upbase Tip : Use task tags to categorize tasks by urgency, importance, and complexity. This makes it easier to match the right tasks to people for later.

2. Assign tasks

Check your employee availability:

Go to the Members page, and click on the team member you’d to assess their workload.

You’ll be driven to a separate page that shows that member’s assigned tasks, along with their due dates, priorities, etc. You can also filter tasks by one of these attributes.

Use this page to check each employee’s availability and identify who can complete additional tasks.

Assign tasks:

Open the desired task, click “Assignee”, and choose the right team member(s).

Keyboard shortcuts : Hover over the task and press “A” to open the Assignee picker. Press the space bar to assign yourself. This way makes assigning tasks easier and quicker!

If you want multiple people to work on a particular task, consider dividing it into subtasks, give time estimates for each, and then assign them to the right team member(s).

Communicate tasks:

Use the Messages and Chat modules to communicate with your team.

Messages is best suited to show the big picture, like project goals, desired outcomes, everyone’s duties, and how their work contributes to the whole.

Make use of the comment box to encourage everyone to ask questions and seek clarification about the project or their assigned tasks.

Chat supports both 1:1 chats and group chats. It’s perfect for quick discussions about issues, task deadlines, etc.

3. Track progress

Upbase offers an array of tools for project managers to track the workload of other employees.

To track a project’s progress:

From the Tasks module :

Here, you can view tasks in a List or Board format.

The List format provides an overview of tasks, deadlines, priorities, and employees working on them, while the Board visualizes the project’s progress.

Besides, you can group tasks by due date, priority, assignee, or section. View tasks filtered by one or multiple tags. Or create a custom filter.

From the Calendar module:

It shows all the scheduled tasks within a project by week or month. It also allows you to create a new task or reschedule overdue tasks.

To track the progress of all projects in a workspace :

Filters : In addition to filtering tasks within a project, you can create custom filters across multiple or all projects in a workspace.

Schedule : It functions similarly to the Calendar module. The two main differences are:

1) Schedule is to track the progress of tasks from all projects while Calendar is to track the progress of tasks within a project.

2) Schedule offers an additional view, named Daily Planner.

Other tools for progress tracking:

My Tasks : A private place where you can get an overview of all the tasks you create or tasks assigned to you.

4. Encourage collaboration and provide support

Use Upbase’s Docs, Files, and Links to provide employees with resources, information, and tools they need to complete tasks.

These modules are available in each list, making it easy to manage project data separately. Plus, they all provide collaboration features like watchers and comment boxes.

• Docs : You can create native documents, share a doc’s public link, embed Google Docs, and organize documents by folders.
• Files : It allows you to upload/download files, manage file versions, embed Google Drive folders, and show files by Grid or Board view.

• Links : You can save URLs as cards, and then add descriptions, watchers, and comments.

5. Providing feedback

On the Tasks module, you can create a section, named “Review”.

When a task is completed, the assignee will drag and drop it here. Then, you, as a project manager will leave feedback on it via the comment box.

So, why wait? Sign up for a free Upbase account now and experience it yourself.

IV. Common mistakes to avoid

For successful task assignment, remember to avoid these common mistakes:

1. Fear of Assigning Tasks

Some people, particularly new or inexperienced managers, may hesitate to allocate tasks to others due to concerns about:

• The quality of the work
• Fear of losing control
• Lack of trust in team members

This fear can hinder productivity and personal growth within a team or organization.

2. Lack of Clarity

This means that the instructions and details regarding a task are not transparent.

Team members may not have a clear understanding of what they are supposed to do, what the goals are, or what the expected outcomes should be.

This lack of clarity can lead to confusion and misunderstandings.

3. Poor Communication

Poor communication can contribute to misunderstandings and problems in task assignments, too.

However, it addresses different aspects of the overall process.

Poor communication means that there might be a lack of information sharing or ineffective communication methods. This could include:

• Not providing updates
• Failing to ask questions when something is unclear
• Not actively listening to others.

Even with clear instructions, if there’s poor communication, the information may not be conveyed effectively.

2. Overloading

Assigning too many tasks to a single person or team can overwhelm them and negatively impact the quality of their work. It’s crucial to distribute tasks evenly and consider each individual’s capacity.

3. Ignoring Skills and Strengths

Neglecting to match tasks with team members’ skills and strengths can result in subpar performance. Assign tasks based on individuals’ expertise and abilities to optimize results.

5. Micromanagement

Hovering over team members and scrutinizing every detail of their work can stifle creativity and motivation.

Trust your team to complete their tasks and provide support when needed.

6. Inflexibility

Being rigid in task assignments can prevent adaptation to changing circumstances or new information. It’s essential to remain open to adjustments and feedback.

8. Unrealistic Deadlines

Setting unattainable deadlines can put unnecessary pressure on your team and lead to a rushed and subpar outcome. Ensure that timelines are realistic and allow for unexpected delays.

10. Lack of Feedback

Forgetting to provide constructive feedback or failing to seek input from team members can hinder growth and improvement. Regularly discuss progress and provide guidance when necessary.

In summary:

Successful task assignment relies on clear communication, matching tasks to skills, flexibility, and a supportive, accountable, and feedback-driven environment.

Avoiding these common mistakes will help ensure that tasks are completed efficiently and effectively.

1. What’s the difference between assigning and delegating tasks?

Task delegation means you give someone the authority to make decisions and complete tasks independently without constant supervision.

Task allocation, on the other hand, means you assign specific duties to someone, often with clear instructions, while retaining overall control.

A delegated task gives the team member more freedom to make decisions and determine how to produce the desired results. An assigned task is more limited because it’s based on instructions and under supervision.

In short, delegating tasks typically involves a higher degree of trust and empowerment than allocating tasks.

2. What’s the difference between tasks and subtasks?

Tasks are generally larger, more significant activities that need to be completed, while subtasks are smaller, specific components or steps that contribute to the completion of a task.

Subtasks are often part of a broader task and help break it down into manageable pieces.

3. Who is the person assigned to a task?

The person assigned to a task is called an “assignee”. They’re responsible for completing that specific job or duty.

4. Who should you delegate a task to?

Delegate a task to the person best suited for it based on their skills, expertise, and availability.

Choose someone who can complete the task effectively and efficiently, taking into account their experience and workload.

5. What is the best way to assign tasks to team members?

The best way to assign tasks to others is by considering each member’s strengths, skills, and workload capacity, and aligning tasks with their expertise and availability.

6. Why is it important to assign tasks to your team members?

Assigning tasks to team members is crucial because it ensures clarity, accountability, and efficiency in achieving goals.

It helps prevent duplication of efforts, enables better time management, and allows team members to focus on their strengths, ultimately leading to successful project completion.

7. How do you politely assign a task?

To politely assign a task, you can follow these steps:

• Start with a friendly greeting.
• Clearly state the task and its importance.
• Ask if the person is available and willing to take on the task.
• Offer any necessary information or resources.
• Express appreciation for their help.

8. How do short-term goals differ from long-term goals?

Short-term goals are specific, achievable objectives that you aim to accomplish soon, typically within days, weeks, or months.

Long-term goals are broader, more substantial objectives that you work towards over an extended period, often spanning years.

Short-term goals are like stepping stones to reach long-term goals.

One place for all your work

Tasks, messages, docs, files, chats – all in one place.

• Help center
• Terms of service
• Privacy policy
• iOS mobile app
• Android mobile app

• SUGGESTED TOPICS
• The Magazine
• Newsletters
• Managing Yourself
• Managing Teams
• Work-life Balance
• The Big Idea
• Data & Visuals
• Case Selections
• HBR Learning
• Topic Feeds
• Account Settings
• Email Preferences

Make Sure Your Team’s Workload Is Divided Fairly

• Rebecca Knight

It’ll save your top performer from burnout.

An important part of your job as a manager is making sure everyone on your team has the right amount of work. It’s tempting to give the workhorse more projects than others (especially if she’ll get them done the fastest) or to ease up on someone who is struggling, but you also need to be fair. How do you make sure that work on your team is evenly distributed? What do you do about the person who’s great at saying no and the one who can’t say no?

• RK Rebecca Knight is a journalist who writes about all things related to the changing nature of careers and the workplace. Her essays and reported stories have been featured in The Boston Globe, Business Insider, The New York Times, BBC, and The Christian Science Monitor. She was shortlisted as a Reuters Institute Fellow at Oxford University in 2023. Earlier in her career, she spent a decade as an editor and reporter at the Financial Times in New York, London, and Boston.

Partner Center

12 Best Practices for Successful Task Assignment and Tracking

Build with Retainr

Sell your products and services, manage clients, orders, payments, automate your client onboarding and management with your own branded web application.

1. What are the top 12 practices for successful task assignment and tracking?

Key practices for effective task assignment.

The assignment of tasks should always be done strategically to ensure successful completion. Here are six key practices for successful task assignment:

• Clear and concise instructions: Always provide clear steps on how to accomplish the task. Vague instructions may lead to misunderstandings and poor results.
• Assign tasks based on skills and experience: Certain tasks require special skills. Assign tasks to those who have the skills and experience needed to perform them efficiently.
• Establish realistic deadlines: Set achievable deadlines to prevent unnecessary pressure and poor quality of work.
• Communicate the task's importance: Explain why the task is necessary and how it contributes to the overall project.
• Availability check: Make sure that the person assigned to the task has the capacity to do it.
• Empower them: Give them the freedom to do the work in their own way, as long as they meet the project’s quality standards.

Efficient Task Tracking Methods

Task tracking not only ensures timely completion but also guarantees that the quality of work is not compromised. Here are six efficient task tracking methods:

• Use of tracking tools: Implementing task tracking tools like Trello or Asana can automate the tracking process.
• Regular follow-ups: Frequent check-ins allow early detection of issues and timely resolution.
• Setting Milestones: Break down the tasks into manageable chunks or stages with set deadlines.
• Encourage self-reporting: Ask team members to provide status updates on assigned tasks. This makes tracking easier and instills a sense of responsibility.
• Document progress: Keep a record of task progression to easily identify bottlenecks and delays.
• Feedback session: Constructive feedback sessions aimed at learning can be helpful for future tasks.

Comparison Table for Task Assignment and Task Tracking

2. How can I effectively use these best practices in my daily work management?

Utilizing best practices in daily work management.

Deploying the best practices in your daily work management is all about integration and consistency. Whether you are leading a small team or managing a large project, the successful task assignment and tracking methods will boost productivity and keep everyone on the same page. Here's how you can effectively use these practices:

• Clear Communication: Always communicate task details clearly. Specify the project description, important deadlines, and the expected deliverables. Make use of tools like Slack or Microsoft Teams for smooth communication.
• Team Collaboration: Encourage teamwork, brainstorming sessions and ensure everyone contributes their ideas. Collaborative tools like Google Workspace or Monday.com can assist in shared work.
• Prioritization & Scheduling: Prioritize tasks based on their urgency and importance. Use scheduling tools, like Asana or Trello, to arrange tasks for all team members, ensuring they are aware of their responsibilities.

Implementing Task Assignment Practices

Assigning tasks effectively involves understanding each team member's strengths and weaknesses. The following steps are recommended:

Successful Task Tracking

Tracking tasks helps in maintaining the project's accuracy ensuring that everything is running smoothly. Adopting effective tracking practices can lead to a drop in missed deadlines, an increase in productivity, and a more efficient workflow. Here are some tracking methods:

• Use a Project Management System that offers real-time tracking.
• Conduct regular progress meetings.
• Encourage team members to provide progress reports.

3. Can these best practices for task assignment and tracking be applied to any industry?

Applicability of best practices across industries.

The best practices for task assignment and tracking are versatile, adaptable and can be beneficial to most, if not all industries. This includes but is not limited to the IT, healthcare, construction, education, and manufacturing industries. The principles of clarity, efficiency, and productivity that underscore these best practices are universal needs across business operations.

List of Industries

• Information Technology
• Construction
• Manufacturing

Each of these industries can make use of the best practices in their own unique way. For instance, in the IT industry, these best practices can be utilized to assign and track different coding or debugging tasks. In healthcare, these practices can be used to efficiently assign patient care tasks to different members of a healthcare team. In education, teachers can assign tasks to students and track their progress more effectively. In short, these practices foster a culture of accountability and efficiency.

Tabular Representation of Application in Different Industries

In conclusion, these best practices provide a standard system that is convenient, effective and that can be customized to any industry’s specifics. The consistent theme across all industries is to enhance productivity and optimize resources.

4. What is the first step one should take to apply these practices effectively?

Understanding the task.

The first step towards effectively applying the practices for successful task assignment and tracking is gaining a thorough understanding of the task at hand. To successfully delegate assignments and oversee their completion, you must grasp the task's specifics, objectives, and requirements. The following goals can guide you:

• Determine the nature and scope of the task: Exactly what does this task entail? What are its dimensions and boundaries?
• Identify the expected outcome: What should the ideal result look like once the task is completed?
• Analyze potential problems: What kind of issues may arise during the execution of the task? How can they be addressed proactively?

Establishing Clear Objective and Goals

Once you've comprehended the task, the next step involves establishing clear objectives and goals. These goals should ideally be SMART (Specific, Measurable, Achievable, Relevant, Time-bound). A well-defined goal gives a clear direction to the entire task assignment process. Consider the following points when mapping out your goals:

Identifying the Right People for the Task

Once each task has been clearly defined and its goals set, the next step is to assign the right people to the task. This requires analyzing your team's strengths, weaknesses, preferences, and workload. Here are some factors to consider:

• Skills and capabilities: Does the person possess the necessary skills and abilities to perform the task effectively?
• Workload: Does the person have the necessary time and bandwidth to take on the task?
• Preference: Does the person show an interest in the task? Are they excited about the work they're assigned?

5. Are there specific tools that help facilitate these best practices for task assignment and tracking?

Top tools for task assignment and tracking.

There are numerous tools designed specifically to facilitate task assignment and tracking. They range from simple to-do list apps to complex project management systems. Here are a few popular options:

• Asana: This tool is designed for both individuals and teams. It allows for task assignment, due dates, priorities, comments, file attachments, and progress tracking.
• JIRA: Popular among software development teams, JIRA provides a detailed view of ongoing tasks, project timelines, and allows for personalized workflows.
• Trello: Trello operates on a board-and-card system, allowing for easy visualization of tasks and assignments. It also supports collaboration and progress tracking.
• Basecamp: This is a project management tool that integrates discussions, tasks, files, and timelines in one place. It offers a clear view of who’s working on what.

Choosing the Right Tool for Your Needs

To choose the right tool for task assignment and tracking, you need to consider the size of your team, the complexity of the tasks, and the specific features you need. Equally important is the user-friendliness and cost of the tool. Here's a simple comparison:

Consistent Use of Tools

Regardless of which tool you choose, consistent use is essential. All team members should be trained on how to use the tool effectively. Regular updates and reviews are also crucial to keep everyone aligned and ensure smooth progression of tasks. Remember, a tool is only as good as how you use it.

6. How does clear communication help in successful task assignment and tracking?

Benefits of clear communication.

Successfully assigning and tracking tasks in any business or organization often hinge on clear and effective communication. With effective communication, team members can understand their responsibilities, tasks can be properly tracked, and project deadlines can be met. There are several benefits that clear communication provides:

• Boosts Team Morale: When everyone understands their role in a project, they feel valued, which increases motivation and productivity.
• Prevents Confusion: Clear instructions prevent misunderstandings, ensuring tasks are done correctly the first time.
• Increases Efficiency: When goals and objectives are clear, teams can work more efficiently, saving time and resources.

How to Communicate Clearly

Implementing the right communication strategies can be crucial for successful task assignment and tracking. Here are a few methods to foster better communication:

Elements of Clear Communication

To ensure your communication is clear and effective, consider the following elements:

• Clarity: Ensure the message is simple, direct and that technical jargon is minimized where possible.
• Conciseness: Too much information can confuse. State only necessary details.
• Feedback: Encourage feedback - it helps affirm the message was understood correctly.

7. Why is it important to define expected outcomes when assigning tasks?

Importance of defining expected outcomes.

Defining expected outcomes is a vital step in task assignment and tracking because it sets the direction and provides a clear vision of what needs to be achieved. It helps in setting the standards, improving performance, and ensuring better accountability. The following points will further elucidate its significance:

• Clarity and direction: defining the expected outcome provides clear instructions to the task performer about what exactly needs to be achieved. It gives them a sense of direction and purpose.
• Performance measurement: With a defined outcome, it becomes easier to measure performance. The actual results can easily be compared against the expected results, simplifying performance appraisal.
• Increased Accountability: If expected outcomes are well-defined, it can help increase accountability. Task performers are more likely to take ownership and responsibility of their work, ensuring that they deliver the expected results.

Best Practices When Defining Expected Outcomes

While defining expected outcomes is important, it is equally crucial to ensure they are well drafted. Following are some best practices to consider when defining the expected outcomes:

Defining expected outcomes when assigning tasks is a fundamental step to ensure smooth progress and successful task completion. It not only provides a clear vision of what needs to be achieved but also facilitates performance measurement, leading to improved productivity and increased accountability. Employing the best practices while defining these outcomes can greatly enhance their effectiveness.

8. How can these best practices improve overall team productivity?

Enhancing team productivity through best practices.

Implementing best practices in task assignment and tracking can significantly improve overall team productivity. Effective task assignment ensures that the right tasks are allocated to the right people based on their skills, capabilities, and availability. This eliminates confusion, reduces the chances of mistakes, and improves efficiency. When tasks are tracked effectively, it's easier to identify bottlenecks, improve workload distribution, and ensure timely completion of tasks.

Key benefits include:

• Better task distribution: When tasks are assigned judiciously taking into consideration individual skills and capabilities, it ensures a better distribution of workload. This leads to improved efficiency and higher productivity.
• Proactive problem-solving: Effective task tracking allows for early detection of problems or issues that might arise during the execution of tasks. This allows for proactive problem-solving, ensuring the smooth continuation of work.
• Effective communication: These practices foster better communication within the team as tasks and responsibilities are clear. This reduces chances of misunderstanding or confusion, promoting a more harmonious and productive work environment.

Illustrating Productivity Improvement Through a Table

Here's a simple table illustrating the difference in overall team productivity before and after implementing these best practices:

9. What are some challenges one might face when implementing these best practices and how can they be overcome?

Challenges faced in implementing best practices.

When initiating the best practices for successful task assignment and tracking, several challenges might pop up which could hinder the effective execution of the process. Firstly, resistance to change is a common obstacle that organizations face. Employees might resist the new strategies brought about by these best practices, partly due to their unfamiliarity or because they feel comfortable with the old systems. Secondly, lack of adequate resources such as software and tools for task assignment and tracking can also pose a significant challenge. Lastly, the lack of appropriate training to equip the workforce with the necessary skills can impede the implementation of these practices.

Overcoming the Challenges

The good news is, these challenges aren't insurmountable. Here are a few solutions:

• Resistance to Change: This can be overcome by fostering a culture of open communication where the benefits of the new practices are clearly articulated. Regular feedback forums where employees' concerns can be addressed can also help ease the transition.
• Lack of Resources: For businesses facing this issue, it could be worth investing in project management software or tools which have proven to enhance task assignment and tracking. There are many budget-friendly options available.
• Inadequate Training: Conduct regular training sessions and workshops. Such initiatives would enhance employees' skills, thus boosting their confidence in using new systems.

Considerations for Successful Implementation

10. Can these practices be adjusted for small teams or individuals, or are they only relevant for large organizations?

Adapting practices for different team sizes.

The beauty of best practices for task assignment and tracking is that they can be adapted to suit any team size, from large organizations to small teams and even individuals. Indeed, achieving productivity and efficiency is not merely the preserve of the big players. A small team or self-employed individual can efficiently manage their tasks by adjusting these practices to their unique needs.

• Small teams: Best practices can be refined to a simpler format for smaller teams. For instance, daily huddles could replace full-blown weekly meetings for status updates. Task tracking might also involve a more shared responsibility, with every team member being able to monitor and update their progress. Prioritization is still key, but it takes on a more immediate, flexible form.
• Individuals: For solo entrepreneurs or self-employed professionals, these practices can be tailored to personal task management. Clear objectives and deadlines are just as crucial and can be self-imposed. Tools such as personal to-do lists, digital diaries, or task management software can replace team boards and project management platforms.

Best Practices Table

To sum up, while these best practices were developed with larger organizations in mind, they are certainly not restricted to them. With some adjustments, they can offer immense benefits to the efficiency and productivity of smaller teams and individuals too. Therefore, it is important to experiment with, and adapt these practices to fit the specific dynamics and requirements of your working arrangement.

Best Practices for Successful Task Assignment and Tracking

Successful task assignment and tracking is often the difference between successful and unsuccessful projects. The following are the 12 best practices that can streamline your working process and ensure successful task tracking:

• Clarity: Make certain that instructions are clear and comprehensible.
• Define Objectives: Clearly state the purpose and outcome of each task.
• Relevant Skills: Assign tasks based on individual competencies.
• Priority Tasks: Highlight priority tasks.
• Transparent Communication: Maintain an open communication line to deal with problems quickly.
• Empowerment: Empower your team members in task management.
• Use of Technology: Utilize technology to track and manage tasks efficiently.
• Time tracking: Employ a software to track time spent on each task.
• Regular Updates: Showcase constant updates to keep the team on track.
• Project progress visualization: Represent the progression of the project visually for better understanding.
• Deadlines: Set realistic and flexible deadlines.
• Feedback: Regularly give feedback to promote constant improvement.

In light of the above-mentioned practices, the role of technology in task assignment and tracking cannot be overstressed. Several softwares are available in the market to help you streamline your task assignment and tracking processes but none are more efficient and user-friendly than Retainr.io .

Improve Your Business Operations with Retainr.io

Retainr.io is a whitelabel software that unifies all your task management needs. It enables you to sell, manage clients, orders, & payments with your own branded app, ensuring that all information is kept in one place, thus, making accessibility and tracking easier.

With its vast array of features, it empowers your team members by making task assignment and tracking seamless and efficient. It simplifies project management and enhances transparency in communication. The software's use of visual aids for project progress ensures that all team members have a clear view of where the project stands and what needs to be done.

So, harness the power of Retainr.io to ensure a well-coordinated, proficient, and successful execution of your projects. Start your journey towards efficient task management with Retainr.io today.

Boost Your Agency Growth with Retainr Accelerator

Uncover secrets, strategies, and exclusive blueprints to supercharge your agency's growth - from marketing insights to effective presentations and working with technology..

SOPs, Cheatsheets & Blueprints

Leverage 50+ SOPs (valued over $10K) offering practical guides, scripts, tools, hacks, templates, and cheat sheets to fast-track your startup's growth.

Connect with fellow entrepreneurs, share experiences, and get expert insights within our exclusive Facebook community.

Join a thriving community of growth hackers. Network, collaborate, and learn from like-minded entrepreneurs on a lifelong journey to success.

Gain expertise with recorded Courses, Live Bootcamps and interactive Workshops on topics like growth hacking, copywriting, no-code funnel building, performance marketing and more, taught by seasoned coaches & industry experts.

Wall Of Love

See why thousands of digital agencies and freelancers love retainr.

"After fifteen years in the industry I thought the way I handled my clients was very efficient . And I did...That is until I ran into Retainr and improved my efficiency by 40%!"

Business owner

Productize your creative work with AI & Automated Flows.

Sell More Creative Services with Retainr

From branded client portals to efficient project management, Retainr empowers your agency at every step.

Join Top Agencies: Grow Faster, Scale Easily and Work Smarter with Retainr

Related Blogs

10 Reasons How Niche Targeting Can Benefit Your Small Agency

15 examples of small agencies excelling in niche targeting, top 5 industry-specific services every freelancer needs, 6 key steps to penetrate niche markets successfully, 7 inspiring examples of freelancers with exceptional industry-focused brands, how to develop a unique selling proposition for your small agency, 9 steps to choose the right industry specialization as a freelancer, how do industry-specific services impact freelancers' success, 13 must-have tools for freelancers to boost industry expertise.

how to effectively assign tasks to team members to increase productivity?

Picture this: It's Monday morning, and your team is buzzing with excitement, ready to take on the week. But wait! Who's doing what? Does everyone know their roles and responsibilities? Ah, the perennial challenge of assigning tasks . If this rings a bell, worry not. We've all been there. Have you ever felt the sting of mismatched roles? Like trying to fit a square peg into a round hole? Assigned tasks play a pivotal role in the smooth functioning of any team. And guess what? There are methods and tools that make this process easier. Let’s dive in.

As a leader in the workplace, it is essential to ensure that everyone in the team gets the appropriate amount of work. Sometimes, it's tempting to give an employee more tasks than others, especially if he/she finishes the tasks faster. But keep in mind that as managers, you must be fair. You must learn how to effectively assign tasks to your team members . 

Although it may seem like a simple management function, assigning tasks to your team is actually challenging. As said by Liane Davey, cofounder of 3COze Inc. and author of  You First: Inspire Your Team to Grow Up, Get Along, and Get Stuff Done , You are “juggling multiple interests” in the pursuit of optimal team performance.

Task distribution among various departments might vary from person to person. For efficient delegation, it is vital to consider guidelines while distributing duties to team members.

Tasks that are delegated effectively move your people, projects, and the entire business forward. It increases management and staff trust and accountability, helps in refining and teaching new abilities, enables personnel to become acquainted with various groups and areas of employment, and is an excellent foundation for performance reviews, etc.

How do you assign tasks to your employees? 

Assigning tasks is typically perceived as a time-consuming activity that focuses on removing items from task lists in order to keep the project moving forward. Task assignment, nevertheless, ought to be a more employee-focused procedure that calls for extra commitment and work, which produces excellent outcomes. 

Here are some tips to effectively assign tasks to your employees:

1. Delegate Positively

Don't just throw work at someone and expect them to deliver when they might not be qualified for that particular assignment. Maintain a mindset of doubting every assignment you gave and go over your personnel roster to see whether anyone else is capable of completing it as effectively as you can. They will be more likely to believe that they can do the assignment in the manner that the leader desires if they have a positive outlook. Employees won't feel inspired to start their assignment if you adversely assign them or have doubts about their competence. A little encouragement will make their day happier and encourage them to confidently do the tasks given to them.

2. Set Clear Goals and Objectives

To understand how your team performs, you should set clear goals and objectives before entrusting them with any responsibilities. When goals and objectives are not defined, it'll be harder for your team to see the big picture and perform tasks in a particular manner. 

3. Assign the Right Task to the Right Employee

This is the key to productivity. Who has the most expertise and experience should be given priority, but don't give that individual too much work. You should also think about who needs to develop their sense of responsibility. Also, take into account the passage of time and their eagerness to seize the opportunity. To do this, the manager should create a delegation plan that considers the various skill sets of each employee and assign tasks that are properly suited to each individual. On the other hand, when a task requires an extraordinary employee and there is a talent shortage, the leaders themselves should do the assignment in an emergency or without a workforce.

4. Obtain Inputs from Your Team and Set Up Meetings if Possible

Get suggestions from your team on what should be modified, who you could include, and how outcomes should be defined. Engage with the specific managers of the sub-teams if you are in charge of a large team or organization. A meeting with the entire team is necessary before assigning tasks to team members. You may obtain a clear picture of who is responsible for what and how purposefully they can do the assignment. Getting suggestions from your team members ensures that each of them will contribute to the task's accomplishment.

5. Conduct Training and Supervision

A project's completion necessitates the blending of various delegation techniques, a high degree of team member commitment, and effective planning and execution. It is essential to teach the team members and meet with the team every day in order to produce a skilled workforce. The training includes free access to resources for developing skills, such as courses from Upskillist ,  Udemy , or  Coursera . Following the training phase, the work must be supervised by a professional to ensure that the team learned from the training provided. Before and throughout the task assignment and execution among several team members, training and supervision are equally crucial.

6. Communicate Constantly

It doesn't mean that when you're done delegating the tasks, everything's good. No, it doesn't work that way. Constant communication is also the key to unlocking productivity. You need to collaborate with your team . Professionals at work must keep a close watch on their team members to learn about any challenges or issues they may be having.  For the task to be completed and the status of each team member to be tracked, communication is essential. Following up on tasks you assign to your employees helps them manage pressure and boost job productivity since problems like stress and pressure may tangle them and slow them down. Employee burnout is a result of micromanagement, which is not a good concept. It is best to let staff go free by following up casually.

7. Know who to Handover Authorization and Control

Decentralized power relieves employers of job management. Make sure to provide your staff some authority when you delegate tasks to them using management apps such as Trello , Asana , Edworking , Slack , and the like. Employees become empowered and responsible for completing tasks as a result of the control transfer. Giving them too little authority can cause issues because they lose interest in their work while giving them too much control might overwhelm them and cause them to forget basic responsibilities. The key to the team's success is giving each member the authority they rightfully deserve while also soliciting input.

8. After the project, assess the results

Ask yourself how you as the manager could support the success of your team members more effectively. Give constructive criticism and accept it in return.

The most vital phase in job completion is assigning tasks to team members. Due to the frequent mistakes made while delegating duties, it is imperative to use management tools when giving your team responsibilities. Project management solutions provide better work allocations by incorporating features like marketing automation. Employee development and time tracking are made easier by the task assignment guidelines, which also help keep workers interested. 

Allocating Vs. Delegating Tasks 

Now that you've learned about some tips to properly assign tasks, you may also have questions like, "what's the difference between allocating and delegating tasks?" 

As stated by Abhinav in a published article on LinkedIn, "The imbalance of responsibility and accountability is the main difference between Delegation and Allocation." What does it mean? Delegation gives a real opportunity for your team to upskill, grow, and develop. Allocating tasks is merely assigning tasks without the goal of helping your team grow.

Although assigning tasks has its merits, delegating tasks offers significant advantages in terms of employee growth and engagement. Because delegation when done well delivers diversity and other intrinsic motivational incentives that make work so much more meaningful, it will be even more rewarding for the manager and team members.

Task Tips and Best Practices 

In order to accomplish our objectives and SMART goals, we define a particular number of tasks that we must do each day. We frequently take on more than we can handle in the fight to remain at the top of our game and maintain our competitive edge.

Even while everything appears to be of the utmost importance, something is off in your struggle to finish everything while maintaining your composure. Some of us have a lengthy list of things we want to get done before a given age or period. Others devote so much effort to honing a particular skill that by the time it shines, it is no longer relevant.

Time management and balancing workload are not just skills of project managers or superiors. In reality, these abilities should be embraced at every level, particularly when working in a team. Research by Cornerstone found that when workers believe they don't have enough time in the day to do their jobs, work overload reduces productivity by 68%. What tips and best practices should you do so you don't only allocate tasks but delegate them effectively?

1. Prioritize. Make a to-do list according to the order of priority

Even if to-do lists are classic, they are still more efficient and effective than ever. People used to keep handwritten notes for ideas and tasks back in the day.  There are smart to-do lists apps and software that provide notifications and reminders prior to the task's due date. 

2. Maximize productivity and minimize procrastination

To start, delegate the tasks to the right people. Don't do it tomorrow or the next day. Do it today. Having a lot to accomplish may be stressful, which is sometimes worse than the actual task. If you struggle with procrastination, it's possible that you haven't come up with a good task management strategy. You might express your lack of starting knowledge by procrastinating. It could not be laziness, but rather a matter of setting priorities.

3. Be motivated

Procrastination and a lack of motivation are closely correlated. When you lack motivation, you tend to get distracted. If you want to meet milestones and deadlines, be motivated.

4. Delegate and be involved

The reality of being overburdened can have a negative impact on productivity if it is not properly managed. At the end of the day, we're still just humans. When it comes to having patience, resilience, working under pressure, or finishing a task quickly, each one of us possesses a certain set of skills. So, delegate the right tasks to the right person in your team, and don't just stop there. Be involved. Leaving the stadium just because you're done delegating is a big no. Keep in touch with them and follow up on the progress of the tasks assigned.

Task Vs. Subtask 

Tasks and subtasks are quite similar. The only difference is that a subtask should be completed as an element of completing a larger and more complex task.

For example, the task is to increase your company's social media presence. So, what should you do to accomplish those tasks? That's when you have subtasks such as creating optimized posts and content on various social media platforms, scheduling them, interacting with your audience in the comment section, etc. 

The additional stages that make up a task are called subtasks. They are essential while working on large projects with a wide range of tasks. In some task management tools, You may create as many subtasks as you need in the task view, but you must first choose the parent task before you can create a subtask.

Why You Should Assign Tasks Effectively to Team Members

Enhance team productivity.

Efficient task assignment can work wonders for your team's productivity. When each team member knows their role and is well-suited for their tasks, they can focus on delivering high-quality results. Imagine a well-oiled machine, with each cog spinning smoothly and in harmony - that's your team at peak productivity!

Consider these points:

• Match tasks to individual skills : Ensure tasks align with your team members' unique abilities and expertise.
• Set clear expectations : Be transparent about deadlines, deliverables, and objectives.
• Foster collaboration : Encourage communication and collaboration among team members.

Nurture a Sense of Ownership

Assigning tasks effectively helps to in still a sense of ownership and responsibility within your team. When individuals understand their role in a project, they are more likely to take pride in their work and strive for excellence. It's like planting a seed - with proper care and attention, it'll grow into a strong, thriving tree.

Key elements to foster ownership:

• Encourage autonomy : Allow team members to make decisions and take charge of their tasks.
• Provide feedback : Offer constructive feedback and celebrate successes.
• Support development : Invest in your team members' growth through training and development opportunities.

Reduce Work Overload and Burnout

Nobody wants to be buried under an avalanche of tasks. By allocating work effectively, you can prevent team members from feeling overwhelmed and burned out. Just as we can't run on empty, neither can our team members - so, let's ensure they have a manageable workload.

Strategies to avoid overload:

• Balance workloads : Distribute tasks evenly and consider individual capacities.
• Encourage breaks : Promote a healthy work-life balance and remind your team to take breaks.
• Monitor progress : Regularly check in with your team members to assess their workloads and stress levels.

Boost Employee Engagement

An engaged employee is a happy and productive one. When you assign tasks effectively, you're laying the groundwork for increased engagement. Think of it as a dance - with the right choreography, everyone knows their steps and performs in harmony.

Steps to enhance engagement:

• Align tasks with goals : Ensure tasks contribute to the overall goals of your team and organization.
• Offer variety : Mix up tasks to keep things interesting and provide opportunities for growth.
• Recognize achievements : Acknowledge hard work and accomplishments.

Improve Overall Team Morale

Finally, effective task assignment can lead to a happier, more cohesive team. When everyone feels valued and supported, team morale soars. Imagine a choir, each voice blending harmoniously to create a beautiful symphony - that's a team with high morale.

Ways to uplift team morale:

• Empower decision-making : Encourage team members to contribute their ideas and be part of the decision-making process.
• Foster a positive atmosphere : Cultivate an environment of open communication, trust, and support.
• Celebrate successes : Acknowledge both individual and team achievements, and celebrate them together.

Tools to Simplify Task Assignments in Teams

Microsoft outlook: not just for emails.

Yes, you heard that right. Beyond sending emails, Outlook has task features that allow managers to assign work to team members. You can set deadlines, prioritize, and even track progress. Think of it as your digital task manager. How cool is that?

Google Docs: Collaboration Made Easy

A favorite for many, Google Docs allows real-time collaboration. Need to distribute tasks ? Create a shared document, list down the tasks, and voila! Everyone can view, edit, or comment. Ever thought of using a simple shared document as a task distribution board?

Trello: Visual Task Management

For those of us who are visual creatures, Trello is a game-changer. Create boards, list assigned duties , and move them across columns as they progress. Remember playing with building blocks as a kid? It’s pretty much that, but digital and for grown-ups!

Common Mistakes to Avoid

Assigning tasks effectively is a skill that every leader must master to ensure team productivity and employee satisfaction. While the tips provided earlier can help you get there, being aware of common mistakes in task assignment is equally crucial. Avoiding these pitfalls can save you from derailing your projects and hampering your team's morale.

1. Overburdening Skilled Employees

It's tempting to give the bulk of the work to your most skilled team members, but this can lead to burnout and decreased productivity in the long term.

2. Lack of Clarity in Instructions

Vague or unclear instructions can result in misunderstandings, leading to poor quality of work or project delays. Always be specific and clear about what is expected.

3. Micromanaging

While it’s essential to oversee the progress of tasks, hovering over your team members can undermine their confidence and create a stressful work environment.

4. Failing to Prioritize Tasks

Not all tasks are created equal. Failing to prioritize can lead to poor allocation of resources, with less important tasks taking away time and energy from critical objectives.

5. Ignoring Team Input

Ignoring suggestions or feedback from your team can result in missed opportunities for more effective delegation and stronger team cohesion.

6. One-Size-Fits-All Approach

Remember that each team member has unique skills and limitations. Assigning tasks without considering these factors can lead to ineffective results and frustrated employees.

7. Neglecting Follow-Up

Assigning a task is not the end but part of an ongoing process. Failing to follow up can result in delays and could indicate to your team that the task wasn’t that important to begin with.

8. Fear of Delegating

Sometimes managers avoid delegating tasks because they feel that no one else can do the job as well as they can. This not only increases your workload but also deprives team members of growth opportunities.

A significant aspect of a leader's duties is delegating assignments to team members effectively. The secret to a manager's team functioning like an efficient machine is wise delegation.

Because of delegation, you won't have to spend hours on work that someone else can complete more quickly. Trying to handle everything on your own can quickly wear you out, regardless of your knowledge or expertise. Effectively delegating tasks enables you to keep on top of your own work while assisting team members in acquiring new abilities and developing a sense of comfort with taking ownership of tasks. 

Proper delegation of tasks also provides managers and team members with a learning opportunity since it enables everyone to build trust and become accustomed to exchanging comments and showing each other respect and appreciation.

Less is more when attempting to boost your team's output. Your team may become burned out if you try to increase their production too rapidly. In contrast, if you're too aggressive, your team can lose interest in their work and productivity might drop. Keep in mind that everyone will be more productive if they are part of the decision-making and execution process.

If you want to delegate tasks with ease and convenience, go for Edworking . This management tool lets you assign tasks and oversee your team's progress in a specific task. You can also conduct meetings to meet your team.`

Know that productivity greatly matters. With the right knowledge of assigning tasks to your team members, you can maximize productivity. Thus, achieving the goals and objectives of your organization.

What is the best way to assign tasks to team members?

Recognizing and understanding each member's unique strengths and expertise is paramount. Instead of assigning tasks randomly, it's always better to match each job with the individual’s skill set. Consider open dialogue, seek feedback, and ensure the assigned tasks align with both team and individual goals. It's a bit like giving everyone their favorite role in a play; wouldn't they shine brighter?

How do you assign tasks to a team in Teamwork?

In Teamwork, tasks can be assigned effortlessly. Start by creating a task list, then add individual tasks. Within each task, there's an option to 'Assign To.' Simply choose the team member you wish to assign the task to. Think of it as passing the baton in a relay race – each person knows when to run and when to pass it on!

Why is it important to assign tasks to your team members?

Assigning specific tasks helps in streamlining the workflow, ensuring accountability, and reducing overlaps or gaps in responsibilities. It also empowers team members by giving them ownership of their work. Have you ever seen a football team where everyone runs after the ball? Without clear roles, it's chaos!

How do you politely assign a task?

Start by acknowledging the individual's capabilities and expressing confidence in their ability to handle the task. Then, clearly explain the job's scope, expectations, and its importance in the overall project. Think of it as offering a piece of cake, not dumping a plate on their lap!

How do short term goals differ from long term goals?

Short-term goals act as stepping stones towards achieving long-term goals. While short-term goals focus on immediate challenges and tasks (think weeks or months), long-term goals look at the bigger picture and can span years. It's like comparing a sprint to a marathon. One's quick and intense, the other's about endurance and the long haul.

Tips for Allocating Work Assignments

It’s probably a no-brainer that improper delegation of tasks has obvious consequences, such as increased frustration, stress and workload. The quality of work and team morale may suffer while trust, productivity, efficiency and profitability dwindles. In such a situation, the organizational structure fails, clients’ trust dies, reports of unaccountability emerge, staff may underperform and project failure becomes imminent. This is why it’s vital to ensure that work assignments are delegated efficiently and to the appropriate team member.

Approximately 94% of companies lack exceptionally good management. The 6% of firms with excellent management culture and style tend to be dedicated to their workforce and team building rather than external stakeholders.

Achieving excellence in organizational operations is an enormous challenge for most organizations and begins with the manner and style of delegation of assignments.

Management has to choose the right team , build trust and accountability , develop its team through delegation, manage performances, have tough conversations and acknowledge and reward excellence to enhance employee engagement and lower turnover.

What exactly are work assignments?

Work assignments are remarkable tools for enhancing employee growth and must be managed deliberately; otherwise, they could limit efforts towards building a diverse workforce.

Evidence shows that experimental learning accounts for 70% of leadership development , particularly, effective delegation of work assignments.

Work assignments are tasks that are deliberately designed for organizational purposes. They are allocated to staff to achieve results. In the simplest terms, these assignments are activities or projects for a specific end. Work assignments should come with a task description, deadline and expected results.

Work assignments tips

Why delegate work assignments?

Employee empowerment.

Managers with great team building skills understand the importance of instilling trust in team members for enhanced morale and performance because they believe they are wired to drive organizational objectives.

Strengthens trust

Assigning work means trusting the employee’s ability to achieve a particular result through task performance. Frequent delegation builds the trust needed to create collaborative skills within organizations.

Helps lower workload

Successful delegation of work assignments lessens the burden of tasks that pile up. It saves the time needed to focus on other important organizational tasks and goals.

Planning for fair distribution of work assignments

Most industries, such as hospitality, telecommunications and healthcare need to ensure uninterrupted service delivery. At the same time, they must consider the health of their employees, who need regular breaks and leave to stay productive and rested.

With the rise of flexi-workers , ensuring everyone gets a fair share of leave could become a logistics nightmare for business owners. This also applies to contractual staff who may feel overburdened.

When planning and distributing work assignments, managers must take into account employees’ vacation days, sick leave, emergency absences and so on. Things to consider include, but are not limited to:

• Employees should have their preferences fulfilled to avoid bias.
• Organizations should try to accommodate employees’ requests for rest days as much as possible.
• The duty roster should be planned in such a way as to allow enough time for deadlines and urgent tasks.
• There is also an allowance for fair leave/day swapping among employees.

The manager planning the duty roster should keep track of requests and demands in real time. This enables the planner to synchronize replacement leave and overtime pay calculations at the end of the roster period.

Delegating work assignments to employees

Create an effective work plan.

An effective work plan is the key to the success of every project. Approximately 58% of organisations don’t understand the value of project management, which explains why most projects fail as soon as they begin.

The planning phase determines either the failure or success of such project. Organizations must have a solid work plan, including a weekly action plan for greater efficiency and productivity. You can create a good work plan by following the steps below.

• Set specific goals that include actual numbers and quantifiable terms and scope.
• Lay out the objectives and deliverables, including the project schedule. Consider rewarding your team based on achievement. The incentives will boost productivity.
• Brainstorm and detail the key resources that your team needs. Brainstorming and planning will help colleagues become creative, forecast unforeseen obstacles and promote teamwork. Converse with your them about the resources that can help them achieve set objectives and give them available resources.
• Identify task sequencing . The schedule of a project outlines activity sequencing, tracks performance and calculates the duration of tasks sequences.

Delegate assignments based on aptitude

By assigning work to employees based on their areas of strength and skills, you set them up to excel. This means you need to understand your employees’ strengths, preferences and weaknesses. You may also allow your staff to choose their preferred tasks. This is important for building trust.

Give your team prior notice

No need to stress everyone out and kill their morale with endless impromptu and urgent work assignments. As far as is feasible, try to give your employees a couple of days’ notice at least.

Foster project ownership

Encourage your team to ask questions for clarity. Determine your availability and take the time to give them clear instructions, feedback and assistance. Giving them a sense of ownership allows your team members to see the big picture.

Real delegation is when you encourage your team to own the project. This gives them the authority to take initiative for the execution process.

Most companies spend hours and weeks planning and generating roasters manually when they can use TimeTrack Duty Roster to save time. TimeTrack Duty Roster creates a perfect overview of both employers and employees and allow managers to personalize shifts according to preferences.

TimeTrack Duty Roster

Monitoring work assignments

Monitoring work assignments helps your team complete their duties successfully and meet the desired outcomes. There’s no need to micromanage, but you can certainly help keep employees focused while tracking processes.

Ensure an effective project plan

• Compile a clear project outline, including a schedule. Collaborate with your team to create the plan and include the project scope, tasks, deadlines and resources. Creating a timeline is vital; use a flow chart to make things clearer. A clear work plan helps you understand the key performance indicators you can monitor.

Set SMART goals

• One of the key ways to monitor assigned work is to create specific, measurable, attainable, relevant and time-bound goals. This SMART criteria helps you identify detailed and quantifiable goals with effective deadlines. You then have quantifiable items to monitor the performance of the assignments.

Steady check-ins

• Creating a schedule for progress check-ins is a key step in monitoring assignments. The regularity of the check-in depends on the project. For example, check-ins for long-term and short-term projects differ in intervals. Check-ins should be balanced to support effective monitoring of performance indicators.

Records and analysis of data

• For each of the scheduled check-ins, keep records and analyze data to understand the progress of projects. You can gather data through team meetings and input into spreadsheets or project management tools. The data will then be analyzed to determine the status of the assigned work.

Every organization wants to empower its workforce for enhanced morale, focus, accountability, efficiency and productivity. These achievements are only possible with effective delegation of work assignments and tasks.

I am a researcher, writer, and self-published author. Over the last 9 years, I have dedicated my time to delivering unique content to startups and non-governmental organizations and have covered several topics, including wellness, technology, and entrepreneurship. I am now passionate about how time efficiency affects productivity, business performance, and profitability.

Time Tracking

• Absence Management Software
• Clock In System
• Time Attendance System
• Auto Scheduling
• Duty Roster
• Shift Planning
• Appointment Planning
• Task Planning
• Integrations
• Info Center
• Timesheet Templates
• Download Apps
• Rota Templates
• Promotional Program
• Affiliate Program
• Success Stories

What is Work Assignment? – Advanced Work Assignment (AWA)

Work assignment, a fundamental concept of professional realms, refers to allocating specific tasks or duties to individuals or teams within a certain timeframe.

By clearly defining roles, responsibilities, and deadlines, work assignments ensure that each member is aware of their contribution towards the broader objectives.

What is a Work Assignment?

A work assignment or job assignment refers to a task or set of tasks allocated to work centers , an individual, or a team within a specific timeframe. Depending on the context, it can be part of a larger project or an isolated task. 

Automated Work Assignment

Automated assignment of work helps to reduce the stress on employees. It saves the project manager time because the auto-assignment manager does not need to remind his team about the work. The system only gives notifications to the team.

Managers can efficiently assign work to minimize downtime and maximize productivity by considering employees’ individual skills and availability.

Advanced Work Assignment

Advanced Work Assignment (AWA) is a methodology organizations use to create and assign work tasks to employees based on their skills, abilities, and interests.

This approach can help improve employee productivity and satisfaction while reducing organizational costs. 

One of the critical benefits of it is that it allows organizations to optimize their resources and assign work that is most suited to each employee’s skills, abilities, and interests.

Additionally, it can help reduce organizational costs by ensuring that employees are assigned work within their abilities and do not require excessive training or support.

Despite these benefits, some potential challenges are associated with using AWA.

Therefore, it is essential to carefully consider whether or not AWA is right for your organization before implementing it.

Scheduling of Work Assignment

This includes understanding how these applications operate and considering what kind of factor affects them most when deciding which option will be best suited for your business needs!

You can utilize manual assignment or auto-assignment for scheduling once you get it.

1. Examine the type of work

2. analyze the skills of the employees.

Each employee has their talent. So before scheduling the work, making one flowchart of the work process is better.

After analyzing employees’ skills, assign the work in the flowchart to the specified employees. Also, keep one backup person if the designated employee cannot perform the job.

3. Calculate the required time

4. avoid the duplication of work.

When you assign laborers to different fundamental processes, there will be a chance of duplicating work because all the laborers do jobs not mentioned in the flow chart.

5. Provide a clear idea to the customer

Considering customers’ expectations is critical to set company standards. It helps to learn the market standards also. It will be achievable when you do a proper work assignment.

Important Information that Works Assignment Contains

Benefits of work assignment, what are the components of advanced work assignment (awa), what is standard operating procedure (sop).

Standard Operating Procedure (SOP) , often shortened to “the SOP,” is a standardized plan adopted by an organization for the orderly and efficient carrying out of various activities such as work, production, or services.

While it may appear overly restrictive at times, its goal is to minimize variation and mistakes. Every business activity has at least one best practice that can lead to success and efficiency if adhered to deliberately and consistently.

What is a Work Instructional Package (WIP)?

A Work Instructional Package (WIP) is a document that provides step-by-step instructions for performing a specific job or task. It may also include diagrams, photographs, and illustrations to help clarify the steps involved.

The proliferation of technology has led to an increased demand for automation. Companies have found a balance between humans and machines using automated work assignment software, or AWA. Automatic job assignments can be used in many industries, from IT support to sales call centers.

Related Articles

Daring Leadership Institute: a groundbreaking partnership that amplifies Brené Brown's empirically based, courage-building curriculum with BetterUp’s human transformation platform.

What is Coaching?

Types of Coaching

Discover your perfect match : Take our 5-minute assessment and let us pair you with one of our top Coaches tailored just for you.

Find your coach

We're on a mission to help everyone live with clarity, purpose, and passion.

Join us and create impactful change.

Read the buzz about BetterUp.

Meet the leadership that's passionate about empowering your workforce.

For Business

For Individuals

22 workplace goals examples to strive for

Setting personal and professional goals for yourself keeps you motivated. They help you fulfill your responsibilities and daily to-dos.

Goals also help you keep moving forward when life is full of day-to-day tasks. Setting goals helps you not get stuck. Goals provide an important reminder of the big picture: with persistence and hard work, you can reach your full potential. 

We’ve created a guide that walks you through setting career goals. See exactly why they’re important, and explore a list of common work goal examples to inspire you as you create your own list.

What are work goals?

Workplace goals are related to your current job and organization or to your career and future.  Professional goals are mental targets or milestones that keep you focused and on track to succeed in your career. Work goals cover a wide range, from hitting a performance target or having a specific role on a project team to learning a valuable skill or earning a promotion.

Goals can be short-term and long-term, depending on what you wish to accomplish. Short-term goals typically can be accomplished within a few months. Long-term goals take longer to achieve, requiring at least six months, or up to several years from now. 

Typically, professional development goals are more strategic than personal development goals. Your ambitions will aid you in your career development, whether you’re aiming to receive a raise or a promotion, or starting a brand new job.

Why are workplace goals so important?

From a young age, we learn about the importance of setting goals for ourselves . The following is a list of reasons why doing this is vital for professional development.

1. They’re measurable

Setting goals can quantify or evaluate your growth. The SMART goal method, discussed in detail below, is one of many ways to track how you’re doing and where you might need to improve. Without measuring, you won’t know if you’re meeting goals or falling short. Measurable goals allow you to see when you need to reduce them into steps to make them more attainable. 

2. They provide vision

What do you wish to learn? To achieve? Where do you want to be next month, next year? Goals are a wonderful way to help build your personal and professional mindsets, your physical skills, and more. 

3. They provide clarity

Most people have a list of daily, weekly, monthly goals. But life is messy, and your goals can be easily forgotten or pushed aside. To stay focused on what you want to achieve, try using a whiteboard or online platform to outline your goals. 

4. They help you stand out

If you set goals, you’ll achieve dreams. That’s bigger than completing the bare minimum responsibilities, and people will notice. Plus, when you hit your goals, you’ll be more confident.

How to set up work goals

First things first: there’s no right or wrong way to set and achieve your goals. It all depends on your preferences and what works best for you. Regardless, clearly outlining what you’re striving toward is a great start. 

One method worth considering is the SMART goals method . SMART is an acronym, with each letter representing an aspect that helps set your professional goals.

S: Specific

You want to make your goals, individual or group, as specific as possible. 

M: Measurable

Determine how to assess your goals and keep track of your progress. Will you keep a journal ? Check items off of a to-do list? Have team meetings to discuss your accomplishments?

A: Attainable

Although pushing yourself to do better isn't bad, your goals should be achievable . Developing plans too far out of reach isn't healthy and can stir up negative feelings and attitudes. Setting goals should keep you inspired and working hard for yourself or your team, not discourage you. 

R: Relevant

Your ambitions should be purposeful and suitable to your career and professional environment. If what you want to achieve isn’t in line with what you can achieve, maybe you need a career change.

T: Time-bound

Establishing a time frame to achieve your goals will help you work harder and smarter, and see results quicker. This also gives you a marker on the calendar so you can access whether or not you’ve achieved a goal. This gives you an opportunity to recalibrate as needed. 

Looking back at what you’ve already accomplished can serve as a good source of motivation as you consider your SMART goals. Ask yourself why you set goals in the past, and if achieving them led to positive changes in your life. Asking these questions will boost your well-being and give you the necessary push to start. 

Carving out some time to reflect about what you desire in life currently and later on will give you the room to explore and decide what path and what types of goals are best for you .

22 workplace goals examples

Everyone requires a bit of inspiration now and then! Take a look at some career targets examples to help you find that spark and set your own work goals. 

1. Communicate with impact

Improving your communication skills is a critical aspect of success, regardless of your goals. Don’t keep your aspirations and needs a secret. Talking about them helps others understand who you are and what you’re trying to accomplish. Your coworkers can’t support you if they don’t know what you need.

2. Grow your skills through continuing education 

There’s absolutely nothing wrong with self-improvement . Refreshing or adding to your knowledge base increases both individual group competency. This can involve going back to school, taking a single class, or attending a seminar online or in person.

3. Improve your public speaking

A large majority of professions require employees to come to meetings and present their ideas. Try these tips to improve your public speaking skills . Mastering the art of telling a story, giving a sales pitch, or simply explaining yourself with confidence and an informed opinion will help you stand out.

4. Work on team collaboration

Whether you’re working from home or going into the office, you’ll always be interacting and talking with team members. Good cooperation between coworkers leads to healthy relationships built on respect — collaboration also improves your own productivity and the bottom-line for your company. 

5. Build your network

These days, networking is essential to any career. It can help you find work and extend your professional services to other industries and customers. And it doesn’t have to be complicated — some simple strategies to have more connections and grow your network include: 

• Attending conferences
• Going out to lunch with people in other departments or industries
• Scheduling regular check-ins with people you admire

6. Research your competition

Having insight into how your competition operates, including their strengths and weaknesses, can help you learn more about your field and effective decision-making skills. 

7.  Master time management

You can’t hope to achieve many goals if you aren’t keeping yourself on track. Productivity and efficiency are two skills many employers look for when hiring or promoting workers.

Strong time management skills will reduce your stress. Plus, increased efficiency with work-related tasks means more time for hobbies or self-care after your workday.

8. Sign up for leadership training

Leadership can be a learned skill. Through mentorship programs, apprenticeships, project management, on-the-job experience, and other leadership training , you can improve your ability to encourage others, keep projects organized , and cultivate a productive environment.

9. Practice creativity

Creativity lends itself well to just about any workplace. Having the knowledge to address unexpected and expected issues will help you make positive, meaningful strides toward your goals. Creative problem-solving is a tool that will never go out of style. 

10. Work on your conflict resolution 

Conflicts will always arise at work, whether it’s with another employee, your boss, or a customer. It's essential to know how to handle them without escalating the situation and hurting feelings.

11. Develop emotional understanding

Understanding your own and others' emotions is key. This can improve work relationships, boost leadership skills, and help navigate workplace dynamics more effectively.

12. Upgrade job-specific technical skills

Staying up to date with the latest technologies and processes in your field can make you a valuable team member. This could mean learning new software, understanding new industry standards, or mastering a new tool.

13. Seek feedback for continuous improvement

Actively seeking and constructively responding to feedback is a powerful way to grow professionally. This could involve regular check-ins with your manager, seeking mentorship , or engaging in peer reviews.

14. Boost productivity with automation

Identify tasks that can be automated and learn how to use these solutions. Automation can save time and reduce errors, freeing you and your team to focus on strategic initiatives.

15. Improve customer service abilities

Regardless of your role, understanding how to serve customers better  can lead to organizational success. This could involve learning new communication techniques, understanding customer needs more deeply, or improving response times.

16. Grow financial understanding

Understanding your business's financial aspects, including budgeting, forecasting, and financial analysis, can help you make better decisions and prove your value to your organization.

17. Create a positive work environment

A positive work environment boosts morale and productivity. Be a source of positivity in your team by encouraging open communication, recognizing others' achievements , and contributing to a supportive and encouraging culture.

18. Enhance project management abilities

Even if you're not a project manager, understanding project management basics and tools can help you lead initiatives, meet deadlines, and collaborate more effectively.

19. Strengthen adaptability and flexibility

Adapting to changes and staying flexible in your work approach is crucial in today's fast-paced work environment. This could involve adjusting to new work conditions, adopting new methodologies, or being open to shifting project priorities.

20. Pursue a professional certification

Earning a certification in your field can validate your skills, potentially leading to new opportunities and demonstrating your commitment to career development .

21. Balance work and life effectively

Setting boundaries and managing your time effectively can improve job satisfaction and overall well-being. This goal could involve disciplined scheduling, learning to say no , or incorporating mindfulness practices into your routine.

22. Contribute to innovation

Being a part of your company's innovation can set you apart. This could involve suggesting new processes, contributing ideas for new products, or finding ways to improve efficiency.

4 tips for completing work goals                 

Here are some actionable steps to successfully complete your career goals.

Tip #1: Set aside time to reevaluate your goals

Life is dynamic, and so is the workforce. What is a priority one day might not be a priority tomorrow. Schedule time annually (or even monthly or once a quarter) to reassess your goals. 

Tip #2: Ask for help

Everyone needs help. Reach out to others for their insights — you may find that your coworker or boss will suggest a solution or approach you hadn’t considered

Tip #3: Connect with experts, like a career coach

Career coaches and advisers can help you identify what you’re looking to gain out of your career and devise a strategy to accomplish that. They can provide you with various tactics to help you achieve your short and long-term goals. A BetterUp® coach, for instance, will help you develop awareness about the various roles you play and dimensions in your life through the Whole Person™ model .

Tip #4: Put yourself first

Don’t overlook self-care. While work and other responsibilities are important, that doesn’t mean it’s OK to put yourself on the back burner. If you’re not taking care of yourself properly you won’t reach your full potential.

Putting it all together

Having work goals in place will help you identify what will make you happy and fulfilled at work — and then achieve it. By setting work goals, you’ll be able to dream bigger, and accomplish more, than checking tasks off a daily to-do list. To get the most out of the goal-setting process, try the SMART technique. 

And don’t shy away from seeking help throughout the process.  If you’re looking to achieve short- and long-term work goals, a relationship with a BetterUp coach can help you set or assess your goals, and will foster the perspective and accountability necessary to achieve them.

Understand Yourself Better:

Big 5 Personality Test

Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

Your guide to individual development plans (with examples)

How to set short-term professional goals, top 33 professional goals and how to achieve them, how to write a professional development plan for career success, 8 examples for setting professional development goals at work, career pathing for employees at all levels, goal-setting theory: why it’s important, and how to use it at work, what is a career statement, and should you write one, purpose, mission, vision: what drives what, 12 ambition examples that’ll inspire your goal-setting, get closer to your dreams: 20 examples of monthly goals that work, ready to be inspired here are 11 self-motivation examples, what's integrity in the workplace and why is it important (+examples), carpe diem: set daily goals that make a difference with these 4 tips, 5 long-term goals examples (+ tips to achieve them), own your personal development: self-improvement goals that motivate, 15 career goals examples to inspire you to set your own, stay connected with betterup, get our newsletter, event invites, plus product insights and research..

3100 E 5th Street, Suite 350 Austin, TX 78702

• Platform overview
• Integrations
• Powered by AI
• BetterUp Lead™
• BetterUp Manage™
• BetterUp Care®
• Sales Performance
• Diversity & Inclusion
• Case studies
• ROI of BetterUp
• What is coaching?
• About Coaching
• Find your Coach
• Career Coaching
• Communication Coaching
• Personal Coaching
• News and Press
• Leadership Team
• Become a BetterUp Coach
• BetterUp Briefing
• Center for Purpose & Performance
• Leadership Training
• Business Coaching
• Contact Support
• Contact Sales
• Privacy Policy
• Acceptable Use Policy
• Trust & Security
• Cookie Preferences

• Product overview
• All features
• Latest feature release
• App integrations
• project icon Project management
• Project views
• Custom fields
• Status updates
• goal icon Goals and reporting
• Reporting dashboards
• asana-intelligence icon Asana AI
• workflow icon Workflows and automation
• portfolio icon Resource management
• Capacity planning
• Time tracking
• my-task icon Admin and security
• Admin console
• Permissions
• list icon Personal
• premium icon Starter
• briefcase icon Advanced
• Goal management
• Organizational planning
• Project intake
• Resource planning
• Product launches
• View all uses arrow-right icon

• Work management resources Discover best practices, watch webinars, get insights
• Customer stories See how the world's best organizations drive work innovation with Asana
• Help Center Get lots of tips, tricks, and advice to get the most from Asana
• Asana Academy Sign up for interactive courses and webinars to learn Asana
• Developers Learn more about building apps on the Asana platform
• Community programs Connect with and learn from Asana customers around the world
• Events Find out about upcoming events near you
• Partners Learn more about our partner programs
• Asana for nonprofits Get more information on our nonprofit discount program, and apply.
• Project plans
• Team goals & objectives
• Team continuity
• Meeting agenda
• View all templates arrow-right icon
• Inspire & Impact Collection |
• Workload management: How to manage your ...

Workload management: How to manage your team's workload

Imagine a team overwhelmed by tasks, facing tight deadlines, and escalating stress—a scenario all too familiar in many workplaces. In such situations, understanding workload management becomes essential. Discover how the right combination of intuitive tools and strategic approaches, like agile methodologies and effective task distribution, can turn this challenging scenario into a story of productivity, balance, and team harmony.

What is workload management?

Workload management is the process of efficiently distributing and managing work across your team. When successfully done, workload management maximizes employee performance and helps melt away chaos, leaving you and your team feeling satisfied at the end of each day rather than overwhelmed . Team members will feel confident about their work volume and deliver higher-quality work at a faster pace.

Why is workload management important?

Recent research shows that 80% of global knowledge workers report feeling overworked and close to burnout . Further, four out of five (82%) employees say they feel less engaged at work when they’re stressed. Workload management enables you to distribute work across your team more effectively, which not only reduces burnout for stressed employees but also prevents them from feeling overworked in the first place. Workload management tools provide real-time insight into the tasks your team has on their plate, so you can manage your team workload effectively and promote balance, not burnout.

The five-step guide to workload management

If you haven’t given much thought to workload management, you’re not alone; the International Institute of Directors and Managers reports that few people are actually trained in this much-needed skill.

The good news is there are tools that can help you keep everyone and everything moving forward simultaneously (see item five below). But in order for a tool to really help you manage your team members’ workloads, you’ll need to make sure some of your other project management skills are in prime shape. Put these five steps into action so you can successfully manage your team’s workload.

1. Figure out your team’s workload and capacity

With your team’s work scattered among multiple different project briefs , plans, and tools, it’s hard to understand just how much total work you all need to tackle. Having that knowledge is key to figuring out how much each team member is doing or what they can take on. You can get past that and figure out what your team’s workload actually is by getting your plans in order:

Put together a full list of projects and processes your team is responsible for. These can be projects your team is driving, or cross-functional work they'll be contributing to.

Determine the scope and timing of work for each. Are these big, complex projects with multiple deliverables or are these smaller in scope? How much of each project or process is your team responsible for?

Break down projects into smaller tasks and workstreams. Once you have a big picture understanding of your team’s work, use a work breakdown structure to break it into smaller chunks so you can know what their weekly or daily loads look like.

Prioritize work based on importance and urgency. This way, you’ll also know what your team needs to tackle first through a needs assessment and can better schedule when you’ll be working on each project.

Knowing how much work you need to tackle is only one half of the equation, though. You’ll also have to know how much bandwidth your team and each individual has. Once you’ve taken into account meetings, vacations, and recurring responsibilities, how much does each team member have left to devote to these projects? Assess each team member’s workload, or ask them to do so for you, to get a sense of what else they can take on.

Workload measuring example:

Your analytics team has to produce nine different reports in Q2. It’s a mix of new reports that will take longer to build, and repeatable ones they already have systems set up for. Before you start assigning them out to individual team members, get an understanding of timing (when does each have to be delivered by), importance (what work is this blocking?), and the amount of time you expect it to take to create each.

Based on this research, you now know how much additional work your analytics team is responsible for. You may have even discovered that it’s too much for your small team’s bandwidth, but knowing that some of the reports are low-priority, you can smartly defer less important requests in favor of more impactful ones.

2. Allocate resources and break down individual workloads

Now that you have an overview of everything your team needs to do, you can now figure out who will be working on what and when. And while assigning out the individual pieces of work may sound straightforward, as the sage folks at the Harvard Business Review report have pointed out, workload management can actually be quite complicated.

Resource allocation can help you effectively identify and assign available resources to an initiative. This process is particularly beneficial for complex projects like new site openings and clinical trial research , where work management solutions can help reduce costs and minimize delays.

If you've never tried resource allocation before, use these five tips to keep everyone’s workloads balanced and manageable:

Assign the highest-priority work first. Order your team’s to-do lists and projects in terms of priority, and work on staffing the top priorities first.

Balance start and due dates. Now that you know who will be doing what, start scheduling each task or project. You can also implement time management strategies, like time blocking , to help team members be more intentional about their work.

Make sure you’re matching the right people to each task or project. Take into account their availability, as well as their skill sets and experience.

Include your team in the conversation by asking them what extra bandwidth they believe they have. Not only will they know their own workloads and capacities the best, but they’ll also feel more empowered when you involve them in planning.

Always let someone know why you’re assigning a particular task to them. This is a great way to increase engagement and set expectations from the outset.

Resource allocation example:

You need two people to work on ad designs for an upcoming campaign, and have five people on your team. You could assign the work randomly, but you’ll get better results if you look at team members backgrounds’ (e.g., have they worked on previous campaigns before?), check for any team members who may already be overloaded, then ask your top picks if they feel they have the capacity to take on this new project .

3. Check in with your team members and adjust workloads as needed

Even the best-laid plans and project timelines hit roadblocks, and you’ll need to be prepared to make adjustments in real time before deadlines are missed.

To proactively manage and track each team member's current task list, implement regular 1-1 check-ins as a key part of your workload management strategy. If those check-ins reveal that a team member feels overloaded with responsibilities, check to see who might be able to take on something else.

When you reassign tasks or projects, be sure to communicate with your team about the changes so they understand why they’re now being pulled in a different direction. This can be done via a change control process . Alternatively, consider coaching opportunities to help them become more efficient and organized and always recognize your team members’ hard work.

Check-ins example:

You’ve noticed that two of your account managers are staying late night after night, and another one is emailing you in the wee hours of the morning. This could be a sign they’re overloaded. Schedule check-ins with each person on your team to see where they stand with their work; offer to shift or defer responsibilities if needed; and provide coaching to anyone who reveals a need. If you don’t already, schedule regular check-ins for each team member going forward to avoid similar problems cropping up in the future.

Pro tip: Don’t forget about team culture

In addition to 1-1 check-ins, make sure to save time for team-wide moments of connection and celebration. Whether your team is in the office, distributed , or remote , it’s important to have face time and connect. Depending on the size of your team, consider planning a weekly stand up meeting , a biweekly happy hour, or a larger monthly gathering.

4. Improve team efficiency when workloads are heavy

While you’re mainly focused on the big picture, encourage your team to develop their own system to manage their workload. When there’s a lot to do, it’s important that they’re doing the right things, efficiently.

Suggest time management strategies that fit their individual styles, like timeboxing or time blocking .

Minimize the amount of meetings the team is required to attend. Find new ways to communicate that don’t take as much time.

Help your team understand what project management is and how an organized plan saves time.

Team efficiency example

One of your direct reports always turns in their work early, and through conversations you learn that they have been using some new strategies to work more efficiently. Encourage that person to share their experience with the team, and consider creating a shared space where team members can post time-saving tips as they come across them.

5. Onboard a work management tool

Imagine being able to see everything that’s going on with every project and every team member in one single location . Talk about saving time. Using a work or project management tool does just that.

When you adopt a work management tool, every team member is able to see how their work feeds into larger team and company initiatives. Communication happens within tasks, so finding the information you need takes five seconds instead of five minutes. Timelines keep everyone on track because projects can be viewed individually or together.

Work management tool example:

You’ve loaded all the tasks and steps of your production schedule into a workload management tool, and work is moving smoothly. Because all team members have a view of the status and where they fit in the process, you’re able to avoid conflicts and save time.

Pro tip: Establish team conventions

The best work management tool is one your entire team is using. But it’s important to set team conventions and best practices for using your tool. Not only will that make it easier for your team to adopt your new tool, but it’ll also reduce the barrier to entry, because your team won’t have to worry that they’re using the tool "incorrectly." Your work management tool should have a how-to guide and videos to help you get started—set some time aside to go through those with your team and establish shared conventions.

Common team workload management issues

Effective team workload management is fundamental to project planning , and the first step toward improvement is to identify common issues that affect a team's performance. Uncovering these challenges not only helps with workload balancing but also strengthens team productivity and employee satisfaction. Here are some prevalent workload problems teams face.

Unrealistic expectations

Unrealistic expectations often stem from a disconnect between project schedules and actual team capacity. For instance, setting aggressive deadlines for complex tasks without considering the team's current workload or external dependencies can lead to stress and burnout. This misalignment is common in environments where milestones are prioritized over realistic deadlines.

Introducing workload management software can help in setting more realistic deadlines by providing visibility into team capacity and dependencies.

Uneven workload distribution

Uneven workload distribution occurs when some team members are overloaded while others are underutilized, which can lead to resentment and decreased team morale. 

For instance, if a few team members consistently handle the majority of important tasks, it might indicate a need for better workload balancing. Tools like Gantt charts and task management software can aid in identifying and correcting these imbalances.

Under-resourcing

Under-resourcing occurs when there's a gap between the workload and the resources available, including personnel, tools, or time, to complete the task at hand. For instance, expecting a small team to handle a large volume of project tasks without appropriate workload management software or sufficient time can lead to missed deadlines and decreased quality of work.

This calls for effective resource management and capacity planning to ensure that teams have what they need to manage their workload efficiently.

Over-demanding work culture

An over-demanding work culture often prioritizes quantity over quality, expecting team members to multitask extensively. This can be seen in environments where back-to-back team meetings, constant multitasking, and long hours are the norm. 

This often leads to decreased team productivity and a negative impact on overall team morale. However, emphasizing well-being and incorporating time tracking can help create a more balanced environment.

Effective workload management tips

Maximizing the full potential of your team requires more than just identifying issues; it demands practical solutions. Integrating tools for managing workloads, along with practical strategies, makes for a supportive and productive workplace. 

Prioritize and set realistic deadlines: Use workload management software to categorize your team’s tasks and subtasks by urgency and importance. This ensures alignment with team capacity and project milestones.

Introduce agile methodologies: Adopting agile practices like scrum or Kanban can improve any team’s workload management process. These methodologies help team leaders regularly reassess workloads and ensure tasks are distributed based on goals and resources.

Implement effective resource management: Ensure all necessary resources are available for efficient task list completion and to avoid bottlenecks in project planning.

Foster open communication: Encourage regular team meetings and open dialogues to discuss workload distribution, dependencies, and over-demanding tasks. Effective communication helps maintain a healthy work-life balance and ensures that everyone is on the same page.

Integrate automation and project management tools: Streamline workflow with automation and use project management software to optimize team productivity. To-do lists and automated reminders can be effective in keeping the team focused and organized.

Monitor and adjust workloads regularly: Use time tracking and workload management software to measure and adjust the team's workload so that tasks align with project goals and schedules.

Encourage a culture of well-being: Promote a work culture that values team members' well-being , sets boundaries for work hours, and prioritizes tasks without compromising personal time.

FAQ: Workload management 

How can i manage conflicting deadlines and priorities.

Workload management isn’t always as smooth as we’d like it to be. Sometimes the team members who are best suited for a project are already busy with another, equally high-priority initiative. Sometimes, your entire team is in crunch mode, and it’s hard to imagine adding more work to their plates. While there may not always be a perfect answer, knowing your team’s workload in advance can help you anticipate these resourcing problems and address them before they hit.

For example, if you know there’s an upcoming, high-priority deliverable with a short turnaround time, can you shift lower-priority work earlier or later in the month? When you have a window into your team’s bandwidth, you’re better equipped to help them manage their workload—both in the near and long term.

How can I empower my team to be more effective and efficient?

Efficient teams do things right, whereas effective teams do the right thing. Ideally, you want to empower your team to be both efficient and effective in order to ensure they’re doing the right thing.

If you don’t already, make sure everyone on your team is using the same work management tool so they have clarity on who’s doing what by when. Your work management tool should also easily integrate with your favorite business tools, so your team spends less time switching between apps and digging through spreadsheets and more time on their high-impact work. And of course, look for a work management tool that has a built-in workload management component, so you can track team workload right where work happens.

What are the strategies for managing workload?

Workload management strategies include task list prioritization, effective delegation, setting realistic deadlines, conducting regular team meetings, and adopting agile methodologies. These strategies collectively contribute to optimizing team efficiency and enhancing project management.

How do you track and manage workload?

Tracking and managing workload effectively generally requires workload management software that monitors your team’s tasks, sets deadlines, and assesses team capacity. Regularly reviewing and adjusting workloads based on project schedules, milestones, and team feedback is also important for maintaining balance and ensuring efficient task completion.

Set your team up for success

Are you feeling empowered to improve your time and workload management skills ? Remember, workload management is all about efficiently assigning work, managing those tasks, and updating stakeholders on your projects. The tips we’ve outlined above, combined with a work management tool like Asana , can help you sort through conflicting deadlines and priorities to manage your team’s heavy workload.

Related resources

Your guide to RACI charts, with examples

How to give and take constructive criticism

4 ways to establish roles and responsibilities for team success

Listening to understand: How to practice active listening (with examples)

Work Assignments Template

Identify assignees for tasks, define task parameters, submit task parameters to manager for approval, approval: task parameters.

• Define Task Parameters Will be submitted

Initiate Draft Work Assignment Template

Identify required deliverables.

• 3 Prototype
• 4 Completed Task

Input Required Deliverables into Template

Identify timeline for task completion, input timeline into template, identify required resources.

• 2 Equipment
• 3 Access to Systems

Input Required Resources into Template

Review draft work assignment template, approval: draft work assignment template.

• Initiate Draft Work Assignment Template Will be submitted

Address Feedback from Approval Task

Finalize work assignment template, distribute finalized work assignment template to assignees, review assignees’ understanding and acceptance of assignments, approval: assignee understanding and acceptance.

• Review Assignees’ Understanding and Acceptance of Assignments Will be submitted

Initiate Work on Assignments

Monitor progress of assignments.

• 2 Behind Schedule
• 3 Completed

Stay updated—subscribe to our blog!

More templates like this.

• Utility Menu

GA4 Tracking Code

fa51e2b1dc8cca8f7467da564e77b5ea

• Make a Gift
• Join Our Email List

Many students have had little experience working in groups in an academic setting. While there are many excellent books and articles describing group processes, this guide is intended to be short and simply written for students who are working in groups, but who may not be very interested in too much detail. It also provides teachers (and students) with tips on assigning group projects, ways to organize groups, and what to do when the process goes awry.

Some reasons to ask students to work in groups

Asking students to work in small groups allows students to learn interactively. Small groups are good for:

• generating a broad array of possible alternative points of view or solutions to a problem
• giving students a chance to work on a project that is too large or complex for an individual
• allowing students with different backgrounds to bring their special knowledge, experience, or skills to a project, and to explain their orientation to others
• giving students a chance to teach each other
• giving students a structured experience so they can practice skills applicable to professional situations

Some benefits of working in groups (even for short periods of time in class)

• Students who have difficulty talking in class may speak in a small group.
• More students, overall, have a chance to participate in class.
• Talking in groups can help overcome the anonymity and passivity of a large class or a class meeting in a poorly designed room.
• Students who expect to participate actively prepare better for class.

Caveat: If you ask students to work in groups, be clear about your purpose, and communicate it to them. Students who fear that group work is a potential waste of valuable time may benefit from considering the reasons and benefits above.

Large projects over a period of time

Faculty asking students to work in groups over a long period of time can do a few things to make it easy for the students to work:

• The biggest student complaint about group work is that it takes a lot of time and planning. Let students know about the project at the beginning of the term, so they can plan their time.
• At the outset, provide group guidelines and your expectations.
• Monitor the groups periodically to make sure they are functioning effectively.
• If the project is to be completed outside of class, it can be difficult to find common times to meet and to find a room. Some faculty members provide in-class time for groups to meet. Others help students find rooms to meet in.

Forming the group

• Forming the group. Should students form their own groups or should they be assigned? Most people prefer to choose whom they work with. However, many students say they welcome both kinds of group experiences, appreciating the value of hearing the perspective of another discipline, or another background.
• Size. Appropriate group size depends on the nature of the project.  If the group is small and one person drops out, can the remaining people do the work? If the group is large, will more time be spent on organizing themselves and trying to make decisions than on productive work?
• Resources for students. Provide a complete class list, with current email addresses. (Students like having this anyway so they can work together even if group projects are not assigned.)
• Students that don't fit. You might anticipate your response to the one or two exceptions of a person who really has difficulty in the group. After trying various remedies, is there an out—can this person join another group? work on an independent project?

Organizing the work

Unless part of the goal is to give people experience in the process of goal-setting, assigning tasks, and so forth, the group will be able to work more efficiently if they are provided with some of the following:

• Clear goals. Why are they working together? What are they expected to accomplish?
• Ways to break down the task into smaller units
• Ways to allocate responsibility for different aspects of the work
• Ways to allocate organizational responsibility
• A sample time line with suggested check points for stages of work to be completed

Caveat: Setting up effective small group assignments can take a lot of faculty time and organization.

Getting Started

• Groups work best if people know each others' names and a bit of their background and experience, especially those parts that are related to the task at hand. Take time to introduce yourselves.
• Be sure to include everyone when considering ideas about how to proceed as a group. Some may never have participated in a small group in an academic setting. Others may have ideas about what works well. Allow time for people to express their inexperience and hesitations as well as their experience with group projects.
• Most groups select a leader early on, especially if the work is a long-term project. Other options for leadership in long-term projects include taking turns for different works or different phases of the work.
• Everyone needs to discuss and clarify the goals of the group's work. Go around the group and hear everyone's ideas (before discussing them) or encourage divergent thinking by brainstorming. If you miss this step, trouble may develop part way through the project. Even though time is scarce and you may have a big project ahead of you, groups may take some time to settle in to work. If you anticipate this, you may not be too impatient with the time it takes to get started.

Organizing the Work

• Break up big jobs into smaller pieces. Allocate responsibility for different parts of the group project to different individuals or teams. Do not forget to account for assembling pieces into final form.
• Develop a timeline, including who will do what, in what format, by when. Include time at the end for assembling pieces into final form. (This may take longer than you anticipate.) At the end of each meeting, individuals should review what work they expect to complete by the following session.

Understanding and Managing Group Processes

• Groups work best if everyone has a chance to make strong contributions to the discussion at meetings and to the work of the group project.
• At the beginning of each meeting, decide what you expect to have accomplished by the end of the meeting.
• Someone (probably not the leader) should write all ideas, as they are suggested, on the board, a collaborative document, or on large sheets of paper. Designate a recorder of the group's decisions. Allocate responsibility for group process (especially if you do not have a fixed leader) such as a time manager for meetings and someone who periodically says that it is time to see how things are going (see below).
• What leadership structure does the group want? One designated leader? rotating leaders? separately assigned roles?
• Are any more ground rules needed, such as starting meetings on time, kinds of interruptions allowed, and so forth?
• Is everyone contributing to discussions? Can discussions be managed differently so all can participate? Are people listening to each other and allowing for different kinds of contributions?
• Are all members accomplishing the work expected of them? Is there anything group members can do to help those experiencing difficulty?
• Are there disagreements or difficulties within the group that need to be addressed? (Is someone dominating? Is someone left out?)
• Is outside help needed to solve any problems?
• Is everyone enjoying the work?

Including Everyone and Their Ideas

Groups work best if everyone is included and everyone has a chance to contribute ideas. The group's task may seem overwhelming to some people, and they may have no idea how to go about accomplishing it. To others, the direction the project should take may seem obvious. The job of the group is to break down the work into chunks, and to allow everyone to contribute. The direction that seems obvious to some may turn out not to be so obvious after all. In any event, it will surely be improved as a result of some creative modification.

Encouraging Ideas

The goal is to produce as many ideas as possible in a short time without evaluating them. All ideas are carefully listened to but not commented on and are usually written on the board or large sheets of paper so everyone can see them, and so they don't get forgotten or lost. Take turns by going around the group—hear from everyone, one by one.

One specific method is to generate ideas through brainstorming. People mention ideas in any order (without others' commenting, disagreeing or asking too many questions). The advantage of brainstorming is that ideas do not become closely associated with the individuals who suggested them. This process encourages creative thinking, if it is not rushed and if all ideas are written down (and therefore, for the time-being, accepted). A disadvantage: when ideas are suggested quickly, it is more difficult for shy participants or for those who are not speaking their native language. One approach is to begin by brainstorming and then go around the group in a more structured way asking each person to add to the list.

Examples of what to say:

• Why don't we take a minute or two for each of us to present our views?
• Let's get all our ideas out before evaluating them. We'll clarify them before we organize or evaluate them.
• We'll discuss all these ideas after we hear what everyone thinks.
• You don't have to agree with her, but let her finish.
• Let's spend a few more minutes to see if there are any possibilities we haven't thought of, no matter how unlikely they seem.

Group Leadership

• The leader is responsible for seeing that the work is organized so that it will get done. The leader is also responsible for understanding and managing group interactions so that the atmosphere is positive.
• The leader must encourage everyone's contributions with an eye to accomplishing the work. To do this, the leader must observe how the group's process is working. (Is the group moving too quickly, leaving some people behind? Is it time to shift the focus to another aspect of the task?)
• The leader must encourage group interactions and maintain a positive atmosphere. To do this the leader must observe the way people are participating as well as be aware of feelings communicated non-verbally. (Are individuals' contributions listened to and appreciated by others? Are people arguing with other people, rather than disagreeing with their ideas? Are some people withdrawn or annoyed?)
• The leader must anticipate what information, materials or other resources the group needs as it works.
• The leader is responsible for beginning and ending on time. The leader must also organize practical support, such as the room, chalk, markers, food, breaks.

(Note: In addition to all this, the leader must take part in thc discussion and participate otherwise as a group member. At these times, the leader must be careful to step aside from the role of leader and signal participation as an equal, not a dominant voice.)

Concerns of Individuals That May Affect Their Participation

• How do I fit in? Will others listen to me? Am I the only one who doesn't know everyone else? How can I work with people with such different backgrounds and expericnce?
• Who will make the decisions? How much influence can I have?
• What do I have to offer to the group? Does everyone know more than I do? Does anyone know anything, or will I have to do most of the work myself?

Characteristics of a Group that is Performing Effectively

• All members have a chance to express themselves and to influence the group's decisions. All contributions are listened to carefully, and strong points acknowledged. Everyone realizes that the job could not be done without the cooperation and contribution of everyone else.
• Differences are dealt with directly with the person or people involved. The group identifies all disagreements, hears everyone's views and tries to come to an agreement that makes sense to everyone. Even when a group decision is not liked by someone, that person will follow through on it with the group.
• The group encourages everyone to take responsibility, and hard work is recognized. When things are not going well, everyone makes an effort to help each other. There is a shared sense of pride and accomplishment.

Focusing on a Direction

After a large number of ideas have been generated and listed (e.g. on the board), the group can categorize and examine them. Then the group should agree on a process for choosing from among the ideas. Advantages and disadvantages of different plans can be listed and then voted on. Some possibilities can be eliminated through a straw vote (each group member could have 2 or 3 votes). Or all group members could vote for their first, second, and third choices. Alternatively, criteria for a successful plan can be listed, and different alternatives can be voted on based on the criteria, one by one.

Categorizing and evaluating ideas

• We have about 20 ideas here. Can we sort them into a few general categories?
• When we evaluate each others' ideas, can we mention some positive aspects before expressing concerns?
• Could you give us an example of what you mean?
• Who has dealt with this kind of problem before?
• What are the pluses of that approach? The minuses?
• We have two basic choices. Let's brainstorm. First let's look at the advantages of the first choice, then the disadvantages.
• Let's try ranking these ideas in priority order. The group should try to come to an agreement that makes sense to everyone.

Making a decision

After everyone's views are heard and all points of agreement and disagreement are identified, the group should try to arrive at an agreement that makes sense to everyone.

• There seems to be some agreement here. Is there anyone who couldn't live with solution #2?
• Are there any objections to going that way?
• You still seem to have worries about this solution. Is there anything that could be added or taken away to make it more acceptable? We're doing fine. We've agreed on a great deal. Let's stay with this and see if we can work this last issue through.
• It looks as if there are still some major points of disagreement. Can we go back and define what those issues are and work on them rather than forcing a decision now.

How People Function in Groups

If a group is functioning well, work is getting done and constructive group processes are creating a positive atmosphere. In good groups the individuals may contribute differently at different times. They cooperate and human relationships are respected. This may happen automatically or individuals, at different times, can make it their job to maintain the atmospbere and human aspects of the group.

Roles That Contribute to the Work

Initiating —taking the initiative, at any time; for example, convening the group, suggesting procedures, changing direction, providing new energy and ideas. (How about if we.... What would happen if... ?)

Seeking information or opinions —requesting facts, preferences, suggestions and ideas. (Could you say a little more about... Would you say this is a more workable idea than that?)

Giving information or opinions —providing facts, data, information from research or experience. (ln my experience I have seen... May I tell you what I found out about...? )

Questioning —stepping back from what is happening and challenging the group or asking other specific questions about the task. (Are we assuming that... ? Would the consequence of this be... ?)

Clarifying —interpreting ideas or suggestions, clearing up confusions, defining terms or asking others to clarify. This role can relate different contributions from different people, and link up ideas that seem unconnected. (lt seems that you are saying... Doesn't this relate to what [name] was saying earlier?)

Summarizing —putting contributions into a pattern, while adding no new information. This role is important if a group gets stuck. Some groups officially appoint a summarizer for this potentially powerful and influential role. (If we take all these pieces and put them together... Here's what I think we have agreed upon so far... Here are our areas of disagreement...)

Roles That Contribute to the Atmosphere

Supporting —remembering others' remarks, being encouraging and responsive to others. Creating a warm, encouraging atmosphere, and making people feel they belong helps the group handle stresses and strains. People can gesture, smile, and make eye-contact without saying a word. Some silence can be supportive for people who are not native speakers of English by allowing them a chance to get into discussion. (I understand what you are getting at...As [name] was just saying...)

Observing —noticing the dynamics of the group and commenting. Asking if others agree or if they see things differently can be an effective way to identify problems as they arise. (We seem to be stuck... Maybe we are done for now, we are all worn out... As I see it, what happened just a minute ago.. Do you agree?)

Mediating —recognizing disagreements and figuring out what is behind the differences. When people focus on real differences, that may lead to striking a balance or devising ways to accommodate different values, views, and approaches. (I think the two of you are coming at this from completely different points of view... Wait a minute. This is how [name/ sees the problem. Can you see why she may see it differently?)

Reconciling —reconciling disagreements. Emphasizing shared views among members can reduce tension. (The goal of these two strategies is the same, only the means are different… Is there anything that these positions have in common?)

Compromising —yielding a position or modifying opinions. This can help move the group forward. (Everyone else seems to agree on this, so I'll go along with... I think if I give in on this, we could reach a decision.)

Making a personal comment —occasional personal comments, especially as they relate to the work. Statements about one's life are often discouraged in professional settings; this may be a mistake since personal comments can strengthen a group by making people feel human with a lot in common.

Humor —funny remarks or good-natured comments. Humor, if it is genuinely good-natured and not cutting, can be very effective in relieving tension or dealing with participants who dominate or put down others. Humor can be used constructively to make the work more acceptable by providing a welcome break from concentration. It may also bring people closer together, and make the work more fun.

All the positive roles turn the group into an energetic, productive enterprise. People who have not reflected on these roles may misunderstand the motives and actions of people working in a group. If someone other than the leader initiates ideas, some may view it as an attempt to take power from the leader. Asking questions may similarly be seen as defying authority or slowing down the work of the group. Personal anecdotes may be thought of as trivializing the discussion. Leaders who understand the importance of these many roles can allow and encourage them as positive contributions to group dynamics. Roles that contribute to the work give the group a sense of direction and achievement. Roles contributing to the human atmosphere give the group a sense of cooperation and goodwill.

Some Common Problems (and Some Solutions)

Floundering —While people are still figuring out the work and their role in the group, the group may experience false starts and circular discussions, and decisions may be postponed.

• Here's my understanding of what we are trying to accomplish... Do we all agree?
• What would help us move forward: data? resources?
• Let's take a few minutes to hear everyone's suggestions about how this process might work better and what we should do next.

Dominating or reluctant participants —Some people might take more than their share of the discussion by talking too often, asserting superiority, telling lengthy stories, or not letting others finish. Sometimes humor can be used to discourage people from dominating. Others may rarely speak because they have difficulty getting in the conversation. Sometimes looking at people who don't speak can be a non-verbal way to include them. Asking quiet participants for their thoughts outside the group may lead to their participation within the group.

• How would we state the general problem? Could we leave out the details for a moment? Could we structure this part of the discussion by taking turns and hearing what everyone has to say?
• Let's check in with each other about how the process is working: Is everyone contributing to discussions? Can discussions be managed differently so we can all participate? Are we all listening to each other?

Digressions and tangents —Too many interesting side stories can be obstacles to group progress. It may be time to take another look at the agenda and assign time estimates to items. Try to summarize where the discussion was before the digression. Or, consider whether there is something making the topic easy to avoid.

• Can we go back to where we were a few minutes ago and see what we were trying to do ?
• Is there something about the topic itself that makes it difficult to stick to?

Getting Stuck —Too little progress can get a group down. It may be time for a short break or a change in focus. However, occasionally when a group feels that it is not making progress, a solution emerges if people simply stay with the issue.

• What are the things that are helping us solve this problem? What's preventing us from solving this problem?
• I understand that some of you doubt whether anything new will happen if we work on this problem. Are we willing to give it a try for the next fifteen minutes?

Rush to work —Usually one person in the group is less patient and more action-oriented than the others. This person may reach a decision more quickly than the others and then pressure the group to move on before others are ready.

• Are we all ready-to make a decision on this?
• What needs to be done before we can move ahead?
• Let's go around and see where everyone stands on this.

Feuds —Occasionally a conflict (having nothing to do with the subject of the group) carries over into the group and impedes its work. It may be that feuding parties will not be able to focus until the viewpoint of each is heard. Then they must be encouraged to lay the issue aside.

• So, what you are saying is... And what you are saying is... How is that related to the work here?
• If we continue too long on this, we won't be able to get our work done. Can we agree on a time limit and then go on?

For more information...

James Lang, " Why Students Hate Group Projects (and How to Change That) ," The Chronicle of Higher Education (17 June 2022).

Hodges, Linda C. " Contemporary Issues in Group Learning in Undergraduate Science Classrooms: A Perspective from Student Engagement ,"  CBE—Life Sciences Education  17.2 (2018): es3.

• Designing Your Course
• A Teaching Timeline: From Pre-Term Planning to the Final Exam
• The First Day of Class
• Group Agreements
• Classroom Debate
• Flipped Classrooms
• Leading Discussions
• Polling & Clickers
• Problem Solving in STEM
• Teaching with Cases
• Engaged Scholarship
• Devices in the Classroom
• Beyond the Classroom
• On Professionalism
• Getting Feedback
• Equitable & Inclusive Teaching
• Artificial Intelligence
• Advising and Mentoring
• Teaching and Your Career
• Teaching Remotely
• Tools and Platforms
• The Science of Learning
• Bok Publications
• Other Resources Around Campus

5 Examples of Take-Home Tasks for Different Roles

Assigning take-home tasks when hiring is much like marmite, coriander, or Hawaiian pizza. Your candidates will either love it or hate it.

The ‘love it’ camp likely welcomes the opportunity to showcase their skills and appreciate the time to think it through versus answering questions on the spot in an interview.

However, the ‘hate it’ group sees it as doing work for free, might already have portfolios of work that give a much fairer picture of their experience level, and resent the infringement on their personal time (regardless of how this might be their dream job).

What we can learn from this dichotomy is that while a take-home assignment is not right for every role, it’s still worth it for some. To figure out if it’s a fit for the role you’re hiring for, let’s look at five good examples of take-home tasks that your candidates will (hopefully) love.

TL;DR — Key Takeaways

A take-home assignment is an important part of the interview process that focuses on candidates crafting and completing real-world tasks .

Incorporating a take-home assignment will give your organization better insight and skill observation over candidates. However, job seekers may see take-home tests as time-consuming, exploitative, or manipulative.

The perfect take-home assignment should be structured around providing the candidate with clarity about the role, respecting their time, and ensuring consistent testing criteria.

Toggl Hire introduced homework tasks in our skills assessment library! It’s never been easier to raise the quality of your hires with reliable proof of competence.

What are take-home tasks?

A take-home assignment is given to candidates during the interview process to complete in their own time and shows the hiring manager how the job seeker is able to complete a task.

These assignments generally consist of coding tests for developers , presentations for upper-level management, and campaigns for marketers. They’re given to candidates after the first interview round. The success will determine if the candidate makes it to the second round.

Pros and cons of a take-home assignment

Obviously, there are pros and cons to using a take-home assignment, right? Of course! So let’s go over the big ones.

• Skill observation : It allows the hiring company to understand the candidate’s skills in action and their thought process.

• Insight : The take-home interview assignment will allow the candidate to have a better understanding of the position, break any key assumptions, and what the company expects of them.

• Supplemental information : If done early in the interview process, an interview assignment allows the candidate’s skills to do the talking as opposed to the hiring manager only relying on the resume.

• Less pressure : Because a Q&A interview can be a pressure cooker, the take-home assignment makes the interviewing candidate feel more at ease.

• Time-consuming : A hiring team may claim the assignment will only take several hours to prepare and complete, but any interview assignment over more than an hour is cutting into the candidate’s personal time and current job.

• Ethical concerns and lost earnings : Asking a candidate to complete an unpaid work assignment can be seen as unethical and equivalent to unpaid labor. Some companies may even go so far as to steal the ideas of the candidate, use them, and not give credit or compensate the candidate.

• Limited personal evaluation : While the interview take-home assignment can assess a candidate’s skill set, it may not capture important aspects such as personality and behavior.

How to structure a take-home task

Creating a take-home assignment that strikes the perfect balance of helpful but not exploitative can be tricky. Regardless of what kind of take-home task or homework assignment you’re creating for hiring, it’s crucial for hiring managers to approach their creation with careful thought and attention.

Your hiring team will need to consider all of the following:

What are the common mistakes?

It’s normal to make mistakes, and learning from them can help you hire better, faster, and more fair.

So, let’s explore common blunders to steer clear of when designing and implementing a take-home assignment during the interview process, ensuring fairness and an effective evaluation process that respects candidates’ time and effort.

• Appropriate Task Alignment : Avoid assigning tasks that aren’t directly relevant to the role.

• Reasonable Task Length : Create a take-home assignment that can be completed within a reasonable timeframe.

• Providing Sufficient Context : Avoid requesting candidates to answer or solve company-specific problems without providing adequate information.

• Ethical Treatment of Work Requests : Refrain from asking candidates to produce work for free that the company may later exploit, such as writing a blog post for publication.

• Timely Introduction of Tasks : Including a take-home assignment as an early screening requirement can discourage candidates. Do this after their first interview.

• Constructive Feedback : Don’t miss the opportunity to provide candidates with constructive feedback on their completed tasks.

• Balancing Mandatory and Optional Tasks : Avoid making the take-home assignment mandatory for all applicants, as circumstances may prevent some candidates from completing it.

• Conduct post-assignment interviews : Once you have received a few tasks back from candidates, we highly recommend that you schedule a take-home assignment interview to better understand any pain points the job seeker may have had.

5 thorough examples of great take-home assignments

Now that you better understand the how , the when , and the why of take-home assignments, we’ll show you five examples. The example take-home assignments will cover tasks for:

• Developer – fixing a broken site
• Product manager – redesigning a feature
• Marketing lead – creating a marketing campaign
• Designer – redesigning the onboarding flow
• Customer success executive – running a mock QBR

Example #1: Take-home task for a developer role

This challenge is geared towards a mid-level developer who can identify and fix errors and optimize the code of an eCommerce website. The goal here is to see how well the candidates understand debugging techniques, approach problem-solving, and how they will communicate with the rest of their team.

Task: Fixing a Broken E-commerce Site

Introduction

Your mission is to debug the broken e-commerce site, fix errors, and ensure it runs smoothly. Customers are unable to place orders due to the significant increase in errors.

Requirements

• Identify and fix all of the errors on the site.
• Ensure that customers can place orders without any problems.
• Optimize the site to improve its performance.
• Document your approach and explain your reasoning behind your changes.

Instructions

• Clone the repository from the following Github URL: https://github.com/debugging-challenge/e-commerce-site.git .
• Install all the dependencies by running npm install .
• Start the development server by running npm start .
• Debug and fix all errors.
• Document your approach and explain your reasoning in a README file.

Your submission will be evaluated based on the following criteria:

• Identification and fixing of all errors
• Site optimization
• Completeness of documentation and reasoning
• Code cleanliness and adherence to best practices
• Clarity and organization of documentation
• Submit your code as a ZIP file.
• Include the README file that explains your approach and reasoning.
• Send the ZIP file to the hiring manager by email.

Example #2: Challenge for a product manager

Our next example focuses on testing product manager candidates on how they approach problem-solving, communicate with customers, and conduct user research while implementing open-ended questions.

In a sense, how well they’ll actually do their jobs in a product management role. This assignment is bound to produce better product management interviews for your organization.

Task: Redesigning Filma’s Collaboration Features

You are the Product Manager for collaboration features at Filma, a leading collaborative design platform. Recent feedback from customers has shown that they are not happy with how collaboration features work on the site. Your mission in this product management task is to redesign the collaboration features to better meet customer needs and preferences.

• Review the problem statement and develop a list of open-ended questions to better understand the issue.
• Conduct user research to validate assumptions and identify pain points and user needs.
• Develop a new design for collaboration features.
• Prioritize features and functionality based on customer needs and business goals.
• Outline the implementation plan.
• Document your approach and explain your reasoning.
• Review the problem statement and develop a list of open-ended questions to better understand the issue and customer needs.
• Conduct (mock) user research to validate assumptions and identify pain points and user needs. Schedule a call with a team member to role-play a customer interview. Include data points such as user feedback, user behaviour, and competitor analysis in your research.
• Develop a new design for collaboration features. Identify the key features and functionality of the new design, and prioritize them based on customer needs and business goals.
• Outline the implementation plan. Include a timeline, resources required, and technical feasibility.
• Document your approach and explain your reasoning in a presentation or document.
• Quality of open-ended questions and user research.
• Soundness of the new design and prioritization of features and functionality.
• Clarity and feasibility of the product management implementation plan.
• Completeness of documentation and reasoning.
• Clarity and organization of presentation or document.
• Submit your open-ended questions, presentation, or document as a PDF or PowerPoint file.
• Send the file to the hiring manager by email.

Example #3: Testing marketing managers

Let’s now explore an exciting marketing challenge that aims to find a candidate who can skillfully design an innovative user acquisition growth loop. This task involves leveraging valuable market research insights to craft a robust strategy that showcases a deep understanding of growth concepts.

Task: Designing a User Acquisition Growth Loop

You are the Marketing Lead at a Product-Led Growth (PLG) company that provides a collaboration tool for remote teams. Your team has conducted market research to identify target customer segments. Your mission is to design a new user acquisition growth loop based on the insights gained.

• Review the market research insights provided by your team.
• Design a new user acquisition growth loop, with a structured approach, based on the insights gained.
• Identify metrics to measure the effectiveness of the growth loop.
• Review the market research insights provided by your team. Use the insights to identify areas where a new user acquisition growth loop can be designed.
• Design a new user acquisition growth loop based on the insights gained. The growth loop should identify key stages, such as awareness, interest, and activation, and prioritize them based on customer needs and business goals.
• Identify metrics to measure the effectiveness of the growth loop. The metrics should be tied to the key stages of the growth loop and should be used to track progress and optimize the loop over time.
• Soundness of the new user acquisition growth loop and prioritization of key stages
• Creativity and effectiveness of the growth loop design
• Identification and feasibility of metrics to measure the effectiveness of the growth loop
• Clarity and organization of presentation or document
• Submit your presentation or document as a PDF or PowerPoint file.

Example #4: Take-home test for designers

This challenge is centered around an intriguing product design assessment designed to narrow down a candidate who excels in analyzing user recording sessions and crafting an improved onboarding flow design.

Task: Redesigning the Onboarding Flow Introduction

You are a Product Designer at a web-based Product-Led Growth (PLG) company that provides a collaboration tool for remote teams. Your team has recorded user sessions for the past 3 months to help identify areas of improvement for the onboarding flow. Your mission is to redesign the onboarding flow to improve user engagement and activation based on the insights gathered.

• Analyze the user recording sessions to identify user needs and preferences.
• Develop a new design for the onboarding flow.
• Prioritize design features based on user needs and business goals.
• Ensure that the design aligns with the company’s minimalist, intuitive design philosophy.
• Analyze the user recording sessions to identify user needs and preferences. Use the insights gathered to identify areas for improvement in the onboarding flow.
• Develop a new design for the onboarding flow. Identify the key stages of the flow, and prioritize them based on user needs and business goals. Ensure that the design aligns with the company’s minimalist, intuitive design philosophy.
• Prioritize design features based on user needs and business goals. Identify the most important design features that will enhance user engagement and activation.
• Quality of analysis of user recording sessions and identification of user needs and preferences
• The soundness of the new onboarding flow design and prioritization of key stages
• Alignment with the company’s minimalist, intuitive design philosophy
• Creativity and effectiveness of the prioritized design features

Example #5: Testing customer succes

Our final challenge example focuses on a customer success assignment. The perfect candidate will showcase their expertise in defining success metrics for a simulated account, devising impactful tactics to drive feature adoption and enhance metrics, and effectively presenting their approach and results in a mock Quarterly Business Review (QBR) presentation.

Task: Driving Feature Adoption and Improving Metrics

You are a Customer Success Manager at a PLG company that provides a project management tool for remote teams. Your mission is to work with a mock account to define success metrics, develop tactics to drive feature adoption and improve metrics for Q2, culminating in a mock QBR presentation.

• Define success metrics for the mock account.
• Develop tactics to drive feature adoption and improve metrics.
• Document your approach and results in a mock QBR presentation.
• Define success metrics for the mock account. Assume that the mock account is a remote team of 20 people that uses your project management tool for all their projects. Assume that they have been using the tool for 6 months, and that they have expressed interest in increasing feature adoption and improving metrics related to on-time delivery, collaboration, and budget management. Use your own assumptions to define success metrics that measure the impact of the product on their business.
• Develop tactics to drive feature adoption and improve metrics. Use the success metrics to identify the actions needed to increase feature adoption and improve metrics, and assign responsibilities to your team. Use customer success best practices, such as regular check-ins and training sessions, to ensure that the tactics are on track and that the mock account is engaged and satisfied.
• Document your approach and results in a mock QBR presentation. Create a deck that’s less than 10 slides, with consistent title and object placement, fonts, font colors, and different ways of visualizing insights. Use the mock QBR presentation to realign on the mock account’s goals, review their performance, present the tactics and their impact on the success metrics, and recommend the next steps to improve product performance next quarter.
• Quality of success metrics defined for the mock account.
• Soundness of the tactics to drive feature adoption and improve metrics.
• Collaborative execution of the tactics with your team.
• Clarity, organization, and persuasiveness of the mock QBR presentation.
• Submit your mock QBR presentation as a PDF or PowerPoint file.

Try a Homework Assignment by Toggl Hire

Ready to add homework assignments to your hiring process? Our homework assessments provide invaluable insights for hiring managers evaluating candidates ‘ ability to solve job-specific assignments.

Designed to test the hands-on skills necessary for day-to-day work, these assessments offer a glimpse into a candidate’s potential future job performance . With over 500 pre-built tasks available in Toggl Hire’s library, you can quickly implement comprehensive tests that align with your hiring needs.

Toggl Hire’s homework assessments are highly flexible, allowing for either integration with other assessments or standalone use. Create your free account now to explore a few examples!

Juste loves investigating through writing. A copywriter by trade, she spent the last ten years in startups, telling stories and building marketing teams. She works at Toggl Hire and writes about how businesses can recruit really great people.

Subscribe to On The Clock.

Insights into building businesses better, from hiring to profitability (and everything in between). New editions drop every two weeks.

You might also like...

Related to Talent Assessments

4 Benefits of Using an Online Coding Test to Hire Great Developers

What Is the Halo and Horn Effect & How It Impacts Hiring

10 Ways to Assess Cognitive Reasoning in Your Hiring

Take a peek at our most popular categories:

Understanding Assignments

What this handout is about.

The first step in any successful college writing venture is reading the assignment. While this sounds like a simple task, it can be a tough one. This handout will help you unravel your assignment and begin to craft an effective response. Much of the following advice will involve translating typical assignment terms and practices into meaningful clues to the type of writing your instructor expects. See our short video for more tips.

Basic beginnings

Regardless of the assignment, department, or instructor, adopting these two habits will serve you well :

• Read the assignment carefully as soon as you receive it. Do not put this task off—reading the assignment at the beginning will save you time, stress, and problems later. An assignment can look pretty straightforward at first, particularly if the instructor has provided lots of information. That does not mean it will not take time and effort to complete; you may even have to learn a new skill to complete the assignment.
• Ask the instructor about anything you do not understand. Do not hesitate to approach your instructor. Instructors would prefer to set you straight before you hand the paper in. That’s also when you will find their feedback most useful.

Assignment formats

Many assignments follow a basic format. Assignments often begin with an overview of the topic, include a central verb or verbs that describe the task, and offer some additional suggestions, questions, or prompts to get you started.

An Overview of Some Kind

The instructor might set the stage with some general discussion of the subject of the assignment, introduce the topic, or remind you of something pertinent that you have discussed in class. For example:

“Throughout history, gerbils have played a key role in politics,” or “In the last few weeks of class, we have focused on the evening wear of the housefly …”

The Task of the Assignment

Pay attention; this part tells you what to do when you write the paper. Look for the key verb or verbs in the sentence. Words like analyze, summarize, or compare direct you to think about your topic in a certain way. Also pay attention to words such as how, what, when, where, and why; these words guide your attention toward specific information. (See the section in this handout titled “Key Terms” for more information.)

“Analyze the effect that gerbils had on the Russian Revolution”, or “Suggest an interpretation of housefly undergarments that differs from Darwin’s.”

Additional Material to Think about

Here you will find some questions to use as springboards as you begin to think about the topic. Instructors usually include these questions as suggestions rather than requirements. Do not feel compelled to answer every question unless the instructor asks you to do so. Pay attention to the order of the questions. Sometimes they suggest the thinking process your instructor imagines you will need to follow to begin thinking about the topic.

“You may wish to consider the differing views held by Communist gerbils vs. Monarchist gerbils, or Can there be such a thing as ‘the housefly garment industry’ or is it just a home-based craft?”

These are the instructor’s comments about writing expectations:

“Be concise”, “Write effectively”, or “Argue furiously.”

Technical Details

These instructions usually indicate format rules or guidelines.

“Your paper must be typed in Palatino font on gray paper and must not exceed 600 pages. It is due on the anniversary of Mao Tse-tung’s death.”

The assignment’s parts may not appear in exactly this order, and each part may be very long or really short. Nonetheless, being aware of this standard pattern can help you understand what your instructor wants you to do.

Interpreting the assignment

Ask yourself a few basic questions as you read and jot down the answers on the assignment sheet:

Why did your instructor ask you to do this particular task?

Who is your audience.

• What kind of evidence do you need to support your ideas?

What kind of writing style is acceptable?

• What are the absolute rules of the paper?

Try to look at the question from the point of view of the instructor. Recognize that your instructor has a reason for giving you this assignment and for giving it to you at a particular point in the semester. In every assignment, the instructor has a challenge for you. This challenge could be anything from demonstrating an ability to think clearly to demonstrating an ability to use the library. See the assignment not as a vague suggestion of what to do but as an opportunity to show that you can handle the course material as directed. Paper assignments give you more than a topic to discuss—they ask you to do something with the topic. Keep reminding yourself of that. Be careful to avoid the other extreme as well: do not read more into the assignment than what is there.

Of course, your instructor has given you an assignment so that they will be able to assess your understanding of the course material and give you an appropriate grade. But there is more to it than that. Your instructor has tried to design a learning experience of some kind. Your instructor wants you to think about something in a particular way for a particular reason. If you read the course description at the beginning of your syllabus, review the assigned readings, and consider the assignment itself, you may begin to see the plan, purpose, or approach to the subject matter that your instructor has created for you. If you still aren’t sure of the assignment’s goals, try asking the instructor. For help with this, see our handout on getting feedback .

Given your instructor’s efforts, it helps to answer the question: What is my purpose in completing this assignment? Is it to gather research from a variety of outside sources and present a coherent picture? Is it to take material I have been learning in class and apply it to a new situation? Is it to prove a point one way or another? Key words from the assignment can help you figure this out. Look for key terms in the form of active verbs that tell you what to do.

Key Terms: Finding Those Active Verbs

Here are some common key words and definitions to help you think about assignment terms:

Information words Ask you to demonstrate what you know about the subject, such as who, what, when, where, how, and why.

• define —give the subject’s meaning (according to someone or something). Sometimes you have to give more than one view on the subject’s meaning
• describe —provide details about the subject by answering question words (such as who, what, when, where, how, and why); you might also give details related to the five senses (what you see, hear, feel, taste, and smell)
• explain —give reasons why or examples of how something happened
• illustrate —give descriptive examples of the subject and show how each is connected with the subject
• summarize —briefly list the important ideas you learned about the subject
• trace —outline how something has changed or developed from an earlier time to its current form
• research —gather material from outside sources about the subject, often with the implication or requirement that you will analyze what you have found

Relation words Ask you to demonstrate how things are connected.

• compare —show how two or more things are similar (and, sometimes, different)
• contrast —show how two or more things are dissimilar
• apply —use details that you’ve been given to demonstrate how an idea, theory, or concept works in a particular situation
• cause —show how one event or series of events made something else happen
• relate —show or describe the connections between things

Interpretation words Ask you to defend ideas of your own about the subject. Do not see these words as requesting opinion alone (unless the assignment specifically says so), but as requiring opinion that is supported by concrete evidence. Remember examples, principles, definitions, or concepts from class or research and use them in your interpretation.

• assess —summarize your opinion of the subject and measure it against something
• prove, justify —give reasons or examples to demonstrate how or why something is the truth
• evaluate, respond —state your opinion of the subject as good, bad, or some combination of the two, with examples and reasons
• support —give reasons or evidence for something you believe (be sure to state clearly what it is that you believe)
• synthesize —put two or more things together that have not been put together in class or in your readings before; do not just summarize one and then the other and say that they are similar or different—you must provide a reason for putting them together that runs all the way through the paper
• analyze —determine how individual parts create or relate to the whole, figure out how something works, what it might mean, or why it is important
• argue —take a side and defend it with evidence against the other side

More Clues to Your Purpose As you read the assignment, think about what the teacher does in class:

• What kinds of textbooks or coursepack did your instructor choose for the course—ones that provide background information, explain theories or perspectives, or argue a point of view?
• In lecture, does your instructor ask your opinion, try to prove their point of view, or use keywords that show up again in the assignment?
• What kinds of assignments are typical in this discipline? Social science classes often expect more research. Humanities classes thrive on interpretation and analysis.
• How do the assignments, readings, and lectures work together in the course? Instructors spend time designing courses, sometimes even arguing with their peers about the most effective course materials. Figuring out the overall design to the course will help you understand what each assignment is meant to achieve.

Now, what about your reader? Most undergraduates think of their audience as the instructor. True, your instructor is a good person to keep in mind as you write. But for the purposes of a good paper, think of your audience as someone like your roommate: smart enough to understand a clear, logical argument, but not someone who already knows exactly what is going on in your particular paper. Remember, even if the instructor knows everything there is to know about your paper topic, they still have to read your paper and assess your understanding. In other words, teach the material to your reader.

Aiming a paper at your audience happens in two ways: you make decisions about the tone and the level of information you want to convey.

• Tone means the “voice” of your paper. Should you be chatty, formal, or objective? Usually you will find some happy medium—you do not want to alienate your reader by sounding condescending or superior, but you do not want to, um, like, totally wig on the man, you know? Eschew ostentatious erudition: some students think the way to sound academic is to use big words. Be careful—you can sound ridiculous, especially if you use the wrong big words.
• The level of information you use depends on who you think your audience is. If you imagine your audience as your instructor and they already know everything you have to say, you may find yourself leaving out key information that can cause your argument to be unconvincing and illogical. But you do not have to explain every single word or issue. If you are telling your roommate what happened on your favorite science fiction TV show last night, you do not say, “First a dark-haired white man of average height, wearing a suit and carrying a flashlight, walked into the room. Then a purple alien with fifteen arms and at least three eyes turned around. Then the man smiled slightly. In the background, you could hear a clock ticking. The room was fairly dark and had at least two windows that I saw.” You also do not say, “This guy found some aliens. The end.” Find some balance of useful details that support your main point.

You’ll find a much more detailed discussion of these concepts in our handout on audience .

The Grim Truth

With a few exceptions (including some lab and ethnography reports), you are probably being asked to make an argument. You must convince your audience. It is easy to forget this aim when you are researching and writing; as you become involved in your subject matter, you may become enmeshed in the details and focus on learning or simply telling the information you have found. You need to do more than just repeat what you have read. Your writing should have a point, and you should be able to say it in a sentence. Sometimes instructors call this sentence a “thesis” or a “claim.”

So, if your instructor tells you to write about some aspect of oral hygiene, you do not want to just list: “First, you brush your teeth with a soft brush and some peanut butter. Then, you floss with unwaxed, bologna-flavored string. Finally, gargle with bourbon.” Instead, you could say, “Of all the oral cleaning methods, sandblasting removes the most plaque. Therefore it should be recommended by the American Dental Association.” Or, “From an aesthetic perspective, moldy teeth can be quite charming. However, their joys are short-lived.”

Convincing the reader of your argument is the goal of academic writing. It doesn’t have to say “argument” anywhere in the assignment for you to need one. Look at the assignment and think about what kind of argument you could make about it instead of just seeing it as a checklist of information you have to present. For help with understanding the role of argument in academic writing, see our handout on argument .

What kind of evidence do you need?

There are many kinds of evidence, and what type of evidence will work for your assignment can depend on several factors–the discipline, the parameters of the assignment, and your instructor’s preference. Should you use statistics? Historical examples? Do you need to conduct your own experiment? Can you rely on personal experience? See our handout on evidence for suggestions on how to use evidence appropriately.

Make sure you are clear about this part of the assignment, because your use of evidence will be crucial in writing a successful paper. You are not just learning how to argue; you are learning how to argue with specific types of materials and ideas. Ask your instructor what counts as acceptable evidence. You can also ask a librarian for help. No matter what kind of evidence you use, be sure to cite it correctly—see the UNC Libraries citation tutorial .

You cannot always tell from the assignment just what sort of writing style your instructor expects. The instructor may be really laid back in class but still expect you to sound formal in writing. Or the instructor may be fairly formal in class and ask you to write a reflection paper where you need to use “I” and speak from your own experience.

Try to avoid false associations of a particular field with a style (“art historians like wacky creativity,” or “political scientists are boring and just give facts”) and look instead to the types of readings you have been given in class. No one expects you to write like Plato—just use the readings as a guide for what is standard or preferable to your instructor. When in doubt, ask your instructor about the level of formality they expect.

No matter what field you are writing for or what facts you are including, if you do not write so that your reader can understand your main idea, you have wasted your time. So make clarity your main goal. For specific help with style, see our handout on style .

Technical details about the assignment

The technical information you are given in an assignment always seems like the easy part. This section can actually give you lots of little hints about approaching the task. Find out if elements such as page length and citation format (see the UNC Libraries citation tutorial ) are negotiable. Some professors do not have strong preferences as long as you are consistent and fully answer the assignment. Some professors are very specific and will deduct big points for deviations.

Usually, the page length tells you something important: The instructor thinks the size of the paper is appropriate to the assignment’s parameters. In plain English, your instructor is telling you how many pages it should take for you to answer the question as fully as you are expected to. So if an assignment is two pages long, you cannot pad your paper with examples or reword your main idea several times. Hit your one point early, defend it with the clearest example, and finish quickly. If an assignment is ten pages long, you can be more complex in your main points and examples—and if you can only produce five pages for that assignment, you need to see someone for help—as soon as possible.

Tricks that don’t work

Your instructors are not fooled when you:

• spend more time on the cover page than the essay —graphics, cool binders, and cute titles are no replacement for a well-written paper.
• use huge fonts, wide margins, or extra spacing to pad the page length —these tricks are immediately obvious to the eye. Most instructors use the same word processor you do. They know what’s possible. Such tactics are especially damning when the instructor has a stack of 60 papers to grade and yours is the only one that low-flying airplane pilots could read.
• use a paper from another class that covered “sort of similar” material . Again, the instructor has a particular task for you to fulfill in the assignment that usually relates to course material and lectures. Your other paper may not cover this material, and turning in the same paper for more than one course may constitute an Honor Code violation . Ask the instructor—it can’t hurt.
• get all wacky and “creative” before you answer the question . Showing that you are able to think beyond the boundaries of a simple assignment can be good, but you must do what the assignment calls for first. Again, check with your instructor. A humorous tone can be refreshing for someone grading a stack of papers, but it will not get you a good grade if you have not fulfilled the task.

Critical reading of assignments leads to skills in other types of reading and writing. If you get good at figuring out what the real goals of assignments are, you are going to be better at understanding the goals of all of your classes and fields of study.

You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill

Make a Gift