AI Automated Task Management Template

Welcome to the AI Automated Task Management! This template is designed to help teams manage tasks more efficiently through automation, allowing members to stay updated on task progress, thereby enhancing collaboration efficiency and work transparency. It includes several key features, such as task progress tracking, automated reminders, and weekly summary reports. Here’s an overview and usage guide for the template:

Core Features

1. Team Task Database
   Displays weekly tasks through different views, such as This Week, Last Week, My Tasks, and All Tasks. It records essential task information, including the task name, progress, assignee, start date, and end date.

2. Progress Update Automation

   • Monday Team Task List Notification: Every Monday at 6:00 PM, an automated trigger sends the team’s task list to members’ emails and in-app reports, ensuring everyone is aware of the weekly task assignments.
   • Wednesday Progress Reminder: Every Wednesday at 6:00 PM, each team member receives a personal task list, reminding them of their current task progress.

3. Friday Summary Report

   • AI-Generated Task Summary: Every Friday at 6:00 PM, an automated task summary report is generated, creating a personalized progress report that includes a summary of task completions and a count of completed tasks. This is sent via email and in-app reports to members.

Quick Guide

1. Using the Task Database

   • Add and update tasks in the task database to manage weekly team tasks.
   • Use different views to filter tasks, making it easy to see individual or team-wide tasks.

2. Automation

   • No manual actions are needed; processes are triggered automatically every Monday, Wednesday, and Friday, ensuring all members receive relevant task reports and reminders on time. (After installation, you need to set up the APIkey for the OpenAI action in the automation.)

With this template, your team will be able to manage tasks in a more systematic, efficient way while maintaining transparent progress tracking. Try it out and experience the benefits of AI-powered task management!