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AI Automated Task Management
AI Automated Task Management

v1.0.1

Kelvin

Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.

📋 Project Management

🤖 Automation

🧠 AI

❇️ Offical

Included Resources

Weekly Team Tasks

Used to store the team’s weekly tasks, including task name, progress, owner, start time, end time, and other information.

Monday - Sync Schedule

Triggered at 18:00 on Monday, find the team’s task list for this week and send it to each member.

Wednesday - Progress Reminder

Triggered at 18:00 on Wednesday, find the team’s member list, iterate through the list, find all the tasks for the member this week, and send a personal report to the member.

Friday - Weekly Summary Report

Triggered at 18:00 on Friday, find the team’s member list, iterate through the list, find all the tasks for the member this week, and send a personal report to the member.

Workflow Graph

Workflow Graph

Workflow of AI Automated Task Management

Release Notes

Release Notes

Release notes of AI Automated Task Management

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!