Task Rule: If You Read It, Make a Task

Task Creation is Non‑Negotiable

Tasks are the engine of our workflow.

  1. Create a task for every communication or data point.
  2. Set a due date and assignee (PM, Operations Coordinator, or yourself).
  3. When you follow up, reschedule the task to the next check date.
  4. Close tasks only when the work is complete in COREPP.

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