The activity records in TeamGram do a lot more than just listing and reminding the things you need to do. They also facilitate communication between the people who assign activities and those who perform them.
This is done by updating the activity as needed.
The Progress Bar
When you click on a new activity assigned to you, you will immediately notice that it has a progress bar that is set to 0%. This shows that there hasn’t been any progress on this activity yet.
Use this slider to set the completion ratio of your activity in increments of 10%, so the assigner can track your progress.
Setting the completion ratio to 100% marks the activity as completed, removes it from your activity list, and automatically notifies the person who created the activity (unless you were that person and had assigned the activity to yourself).
The completion ratio does not have to be very accurate. You can establish your internal conventions on how to use it. In some companies, activities are set to 10% as soon as the assignee sees it, to let the activity owner know whether an activity has gone unnoticed by the assignee. Others keep it at 0% until the action actually starts. For short activities, you can go straight from 0 to 100%.
Whichever way you decide to use the completion slider, make sure you review your active activities at least once a day and make sure they reflect accurate completion ratios.
The Quick-Complete Box
Some activities are performed in a short time, so they are either completed or not started.
Short, simple activities like a call or an email do not need a completion ratio between 0 and 100%, and having to click on the activity and moving the completion slider for each of these can be time-consuming.
For such activities, you can use the quick-complete box that is displayed next to every activity assigned to you in activity lists. Checking this box is same as setting the completion ratio to 100%, only faster.
Notes About Activities
In addition to updating the completion ratio of an activity, you can add notes, photos, and files to it.
Writing notes is an excellent way to inform your co-workers and document any issues encountered.
To write a note about an activity, go to the activity page and click on the Notes tab under it. Write a short note you want to share about this specific activity. Describe any problems encountered, solutions found, and what progress has been made so far.
You can share as many notes as needed for an activity, and can even write notes about activities assigned to others. You can also add comments to those notes, and like them to show your appreciation.
Adding files and photos will notably enhance a note. You can attach pictures of the work related to the activity, helping others better understand how the activity is progressing.
Next Topic: Listing Activities and Activity Reports