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Aisys Task Matrix Reviews

Quick Start Guide

A Task Matrix only works while it's kept up. Aisys checks each team member's board for you, lists what needs fixing, and makes the fixes you approve. Everything you need to start is on this page.

What it's for

Every task in the right section. Dated. Assigned. Described well enough for someone else to pick up. Recurring tasks linked to their Operations Manual.

Checking all of that on every board, every week, is the job that slips. So the boards drift, and nobody notices until something gets missed.

Aisys does the checking. You and your team decide what changes.

Setup in Asana

  1. 1Add Aisys as an editor to each Task Matrix project.
  2. 2Check each project's name has one of these words: Task, Board, Taskboard or Matrix.

That's it. Nothing else needs setting up.

Running a review in your hub

  1. 1Sign in to your hub. Go to hub.sys.academy/aisys and type the email you use for Asana. The sign-in link arrives as a private task in your Asana inbox.
  2. 2Choose who each board belongs to. On the Reviews page, pick the team member and press Save. You only do this once for each board.
  3. 3Request a review. Press Request review on the board you want checked. The page shows when Aisys starts, and when the review is finished.
  4. 4Open the review. Click the date under Latest review. The review opens in a new tab.
  5. 5Work through the Actions tab. Approve a fix as it is, change it first, or fix the task yourself in Asana. Approved fixes go in, usually within 2 minutes.
  6. 6Request the next review when you want a fresh check. Anything not fixed stays on the list until it is.

Nothing changes until someone approves it

Aisys never changes a task on its own. The only thing it writes by itself is a note of the review, in its own Aisys Review fields.

Your words stay yours. Aisys never rewrites a description.

Edits in Asana win. If a task changes after the review, Aisys leaves it alone and the next review checks it again.

Your team

Each team member signs in the same way, with their own Asana email. They see only their own review, and they can approve the fixes on their own board. As the manager, you see every board.

Getting help

Share this guide with your team. Anyone whose Task Matrix is reviewed should read it.