{"id":3355,"date":"2022-01-10T10:14:44","date_gmt":"2022-01-10T10:14:44","guid":{"rendered":"https:\/\/www.teamly.com\/blog\/?p=3355"},"modified":"2022-01-10T10:28:45","modified_gmt":"2022-01-10T10:28:45","slug":"how-to-keep-track-of-delegated-tasks","status":"publish","type":"post","link":"https:\/\/www.teamly.com\/blog\/how-to-keep-track-of-delegated-tasks\/","title":{"rendered":"How to Keep Track of Delegated Tasks and Manage Them the Easy Way"},"content":{"rendered":"<p>Delegation is important for businesses to get right. It will play an important role in the business&#8217;s day-to-day operation and is key to growth. In fact, good delegation can lead to an uptick in revenue, and who doesn\u2019t want that.<\/p>\n<p>Not all delegation is created equal. Some leaders find it hard to let go of tasks and allow their staff to take over. However, in doing so you can free yourself up to work on bigger picture stuff which might be more pressing. You may want to learn how to keep track of delegated tasks to ensure work is being completed to your standard.<\/p>\n<p>There are times when delegation is an absolute necessity. If business leaders or managers decide to take some time off, whether planned absence or sickness, you need to know that the business won\u2019t implode on itself due to your absence. Leaving your business in the hands of someone else can be stressful but if you delegate tasks well, everything should continue smoothly.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3360\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Benefits-to-Delegation.png\" alt=\"Benefits to Delegation\" width=\"860\" height=\"396\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Benefits-to-Delegation.png 860w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Benefits-to-Delegation-300x138.png 300w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Benefits-to-Delegation-768x354.png 768w\" sizes=\"auto, (max-width: 706px) 89vw, (max-width: 767px) 82vw, 740px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"are_there_benefits_to_delegation\"><\/span>Are There Benefits to Delegation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Delegation is a great way to bring about the next generation of leaders within your business. It gets people thinking for themselves and challenges them in personal growth. Every leader in your organization should look out for rising stars including your C-Suite execs, department heads, project managers, and team leaders.<\/p>\n<p>If your company culture includes promoting from within, delegation becomes a vital tool for getting employees ready for new challenges. The delegation of tasks also helps to foster relationships between employees and their supervisors. There\u2019s a certain degree of trust that comes with delegating tasks to employees.<\/p>\n<p>Although most employees will relish the opportunity to develop their skills and take on more responsibility, others may think delegation comes from laziness. If you\u2019re dealing with an employee who isn\u2019t as receptive as they should be, it may be worth explaining the personal benefits. Alongside skill development, they\u2019ll have more experience when promotions become available.<\/p>\n<p>Managers delegate tasks for a variety of reasons, sometimes there are not enough hours in the week to do everything on their plates. On other occasions, it could be to train employees in new roles or to create an atmosphere of creativity and collaboration. Effective delegation is something great leaders can do very well, getting the most out of their employees to stimulate business growth and increase revenues.<\/p>\n<p>As a leader, you\u2019re responsible for the overall result. Keeping track of delegated tasks is an important aspect of the job. Entrust tasks to your staff and avoid micromanagement. However, you need to know what&#8217;s going on, if tasks are being done correctly, and if projects will be delivered on time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3361\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Why-You-Need-Delegation-at-Work.png\" alt=\"Why You Need Delegation at Work\" width=\"592\" height=\"395\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Why-You-Need-Delegation-at-Work.png 592w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Why-You-Need-Delegation-at-Work-300x200.png 300w\" sizes=\"auto, (max-width: 592px) 100vw, 592px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"why_you_need_delegation_at_work\"><\/span>Why You Need Delegation at Work<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Managers who try to do everything by themselves end up burning out and providing work that doesn\u2019t meet company expectations. It\u2019s not uncommon to want to try and keep every plate spinning by yourself but learning to let go and delegate tasks are going to help keep you sane. It doesn\u2019t mean you can retain ownership of the task, as you can monitor and keep track of progress.<\/p>\n<p>Some members of staff incorrectly believe that the delegation of tasks is borne out of laziness and work avoidance but they fail to see the benefit this has for their own careers.<\/p>\n<p>Delegation is, by design, a collaborative process and is an excellent way to facilitate a transfer of knowledge between leaders and their subordinates.<\/p>\n<p>It\u2019s an exercise in trust, if a manager asks their employees to work on important tasks, it\u2019s a show of confidence in that individual. Developing talent in your team is a great way to retain their services, if they believe they have a future at the company it will stop them from looking for outside opportunities.<\/p>\n<p>Lightening your workload means you can make progress on multiple tasks at once. You\u2019ll be able to focus on the most pressing things while overseeing the development of delegated tasks. If you have go-getters in your team, they will relish the opportunity to take on more responsibility and demonstrate their comprehension.<\/p>\n<p>You\u2019ll still be responsible for the overall result, there\u2019s no getting around that. So, keeping track of delegated tasks will become a key aspect of your role once tasks are handed out. Try to avoid <a href=\"https:\/\/www.teamly.com\/blog\/negative-effects-of-micromanagement\/\">micromanagement<\/a> because this creates an uncomfortable work atmosphere which can affect employees&#8217; moods. Once a task has been handed off, trust your employees to get the job done, but be on hand as a consultant if necessary.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3362\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Comprehensive-Knowledge-Base.png\" alt=\"Comprehensive Knowledge Base\" width=\"860\" height=\"396\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Comprehensive-Knowledge-Base.png 860w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Comprehensive-Knowledge-Base-300x138.png 300w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Comprehensive-Knowledge-Base-768x354.png 768w\" sizes=\"auto, (max-width: 706px) 89vw, (max-width: 767px) 82vw, 740px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"comprehensive_knowledge_base_to_answer_all_questions\"><\/span>Comprehensive Knowledge Base to Answer All Questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Create a place your staff can go to seek out your wisdom without needing to knock on your door. The more information they can find without your intervention the quicker and easier they can complete tasks. You will then be able focus on your tasks safely in the knowledge that the answer to common questions can be easily found.<\/p>\n<p>To do this you should host a knowledge base on your intranet which employees should be able to access with ease. Alternatively, you may wish to use a cloud service that can house all the information. Create a one-page document that\u2019s given to all new starters that demonstrates how to access the knowledge base and how to navigate it.<\/p>\n<p>You can easily upload templates, best practices, and workflows to this sort of system. Include a comprehensive FAQ section that answers questions to do with delegated tasks. This is especially important when employees are dealing with common and repetitive tasks throughout the business.<\/p>\n<p>When an employee hits a roadblock they can refer to the knowledge base and find answers to help them proceed. In the event of a roadblock that doesn\u2019t have an answer, you should address the issue with the employee and then add this to the knowledge to avoid the issue being brought up again.<\/p>\n<p>The knowledge base should have walkthroughs and workflows for every common task your team undertakes. Even the simplest of tasks should have an explainer and it may be worth including a how-to video. It may seem like overload at this point, but your knowledge base should preempt everything your employees need to know to do their job.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3363\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Define-the-Process-for-Each-Delegated-Task.png\" alt=\"Define the Process for Each Delegated Task\" width=\"860\" height=\"396\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Define-the-Process-for-Each-Delegated-Task.png 860w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Define-the-Process-for-Each-Delegated-Task-300x138.png 300w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/Define-the-Process-for-Each-Delegated-Task-768x354.png 768w\" sizes=\"auto, (max-width: 706px) 89vw, (max-width: 767px) 82vw, 740px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"define_the_process_for_each_delegated_task\"><\/span>Define the Process for Each Delegated Task<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Some tasks are easy and self-explanatory. They don\u2019t require much intervention from supervisors when handing the work off to someone else. A good example of this is when you\u2019re transitioning to cloud-based systems and you need documents to be scanned onto the server. Asking an employee to take control of this task should be a simple show and tell and then leaving them to complete the task.<\/p>\n<p>However, larger more complex tasks may require a degree of setting up and a significant transfer of knowledge. This is where the knowledge base can come in handy but it is also worth making sure the employee understands the process like the back of their hand.<\/p>\n<p>If you can provide your staff with a walkthrough for how to complete complex tasks this will aid them in their understanding of the role. Think about the roadblocks you\u2019ve encountered doing the tasks before and ask yourself what questions are they likely to ask. If you can preempt the sticking points, you can include information to keep the task progressing.<\/p>\n<p>One of the best things in your arsenal is creating simple videos that show how to do the task in the right way. You can achieve this through screen recording and providing a voiceover. If the task at hand is something repetitive but time-consuming, a video to refer back to is a great asset for your team, especially if the task passes to new hands.<\/p>\n<p>Creating a simple walkthrough allows you to retain control over the delegated task but allows your staff to work away without the need to seek your guidance. Of course, if members of staff have genuine questions you should be available to answer them. The goal of the walkthrough is to share knowledge and teach new skills to your employees.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3364\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/What-Kind-of-Tasks-Should-Be-Delegated.png\" alt=\"What Kind of Tasks Should Be Delegated\" width=\"860\" height=\"396\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/What-Kind-of-Tasks-Should-Be-Delegated.png 860w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/What-Kind-of-Tasks-Should-Be-Delegated-300x138.png 300w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/What-Kind-of-Tasks-Should-Be-Delegated-768x354.png 768w\" sizes=\"auto, (max-width: 706px) 89vw, (max-width: 767px) 82vw, 740px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"what_kind_of_tasks_should_be_delegated\"><\/span>What Kind of Tasks Should Be Delegated?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that we know how to delegate tasks in the workday, let\u2019s take a look at the kind of tasks that can and should be delegated. Managers and supervisors need to be able to decide what tasks require their input and what tasks can be worked on by someone else.<\/p>\n<ul>\n<li>\n<h4>Tiny and simple tasks<\/h4>\n<p>It might even be a task that you enjoy but if it\u2019s holding you back from the work you really need to be doing, it might be worth handing it off to someone else. Things like copy &amp; paste responses to emails, or scheduling the meeting room for next week. It may take only a few minutes, but those minutes can quickly escalate to hours.<\/li>\n<li>\n<h4>Learning opportunities<\/h4>\n<p>Delegating jobs that can improve someone&#8217;s skills, experience or understanding is the best kind of task to pass to an employee. Upskilling the people on your team benefits them, the business, and yourself. It\u2019s a rare opportunity where everyone wins.<\/li>\n<li>\n<h4>Tasks you absolute hate<\/h4>\n<p>You worked hard to get to where you are and one of the benefits of being in charge is getting someone else to do the jobs you hate. They may not necessarily be awful tasks, but just something that you, personally, would rather not do. Luckily, you can delegate these tasks to your employees, you may even find that someone has an affinity for the task.<\/li>\n<li>\n<h4>Routine and repetitive tasks<\/h4>\n<p>Tasks that are a consistent presence in your life, but require little managerial input. These sorts of tasks have a pattern that needs to be learned and followed to be completed. Teach your employees how to do this and you\u2019ll be able to share the burden around the team.<\/li>\n<li>\n<h4>Tasks that take a long time<\/h4>\n<p>Sometimes you just have more pressing things to work on and some tasks just take too long. You need to stay productive and you can\u2019t do that if you\u2019re stuck with a time-consuming menial task that needs to be done but doesn\u2019t necessarily need to be done by management. Ask one of your employees to take over this task if it isn\u2019t impeding on their important work.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3365\" src=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/How-to-Keep-Track-of-Delegated-Tasks-1.png\" alt=\"How to Keep Track of Delegated Tasks\" width=\"585\" height=\"385\" srcset=\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/How-to-Keep-Track-of-Delegated-Tasks-1.png 585w, https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2022\/01\/How-to-Keep-Track-of-Delegated-Tasks-1-300x197.png 300w\" sizes=\"auto, (max-width: 585px) 100vw, 585px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"how_to_keep_track_of_delegated_tasks\"><\/span>How to Keep Track of Delegated Tasks<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Just because you\u2019ve handed the job off to someone else, doesn\u2019t mean you aren\u2019t responsible for it. Learning how to delegate tasks is the first step, but monitoring their progress is important to make sure your expectations are being met by your employees. Here are the 4 steps you should take when assigning the task to someone new:<\/p>\n<ol>\n<li><strong>Define the deliverables.<\/strong> Tell the person taking on the task exactly what you expect them to do. This helps them (and you) understand when the tasks have been completed and can be signed off on.<\/li>\n<li><strong>Be available for questions.<\/strong> The knowledge base should be an employee&#8217;s first point of call, but if there is information missing, you need to be available to answer any questions. There are no stupid questions if someone is trying to deliver results for you.<\/li>\n<li><strong>Make clear deadlines.<\/strong> If you\u2019ve been working on the task before, you\u2019ll know how long it should take. Set expectations for the delivery and make them clear to your employee.<\/li>\n<li><strong>Keep track of delegated tasks.<\/strong> You can\u2019t assume that everyone has a good task management system. Everyone works in different ways, but as the boss, you need to be more organized. Below are some suggestions for keeping track.<\/li>\n<\/ol>\n<h3>Sticky notes<\/h3>\n<p>Nice and simple, utilize sticky notes to detail who is working on what task and when you need it to be completed. This is a really simple solution but it\u2019s been working for years. A low-tech option like this is perfect for managers who aren\u2019t tech-savvy and the idea of automation might sound otherworldly.<\/p>\n<h3>Automate with email<\/h3>\n<p>If you work in an office then you probably already use email to delegate tasks, or you\u2019ll use an instant messenger and formalize via email. The next step in this process is to set up automation through email to keep track of delegated tasks. Use your built-in to-do list to assign work to your employees.<\/p>\n<h3>Kanban boards with Teamly<\/h3>\n<p>Kanban boards are a visual project management tool used to monitor the progress of tasks. In their most simple form you\u2019ll have three columns named \u201cto-do,\u201d \u201cdoing,\u201d and \u201cdone.\u201d You can insert each task into the to-do folder and assign jobs to specific employees, they can then move the task along with the board as they progress.<\/p>\n<p><a href=\"https:\/\/www.teamly.com\/\">Teamly<\/a> has kanban boards built into it and you can use them to manage your team. It\u2019s a one-stop shop for project management and will be your secret weapon to keeping track of delegated tasks.<\/p>\n<div style=\"background-color: #eaeffc;\">\n<h2><span class=\"ez-toc-section\" id=\"conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The delegation of tasks has plenty of benefits and is something that managers should embrace. Hoarding tasks is only going to slow you down and ultimately hold your business back from growing. Share tasks with your staff to enable them to develop their professional career. Use this as an opportunity to teach and build trust between managers and their staff.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Delegation is important for businesses to get right. It will play an important role in the business&#8217;s day-to-day operation and is key to growth. In fact, good delegation can lead to an uptick in revenue, and who doesn\u2019t want that. Not all delegation is created equal. Some leaders find it hard to let go of &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.teamly.com\/blog\/how-to-keep-track-of-delegated-tasks\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to Keep Track of Delegated Tasks and Manage Them the Easy Way&#8221;<\/span><\/a><\/p>\n","protected":false},"author":10,"featured_media":3359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-3355","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Keep Track of Delegated Tasks &amp; Manage Them<\/title>\n<meta name=\"description\" content=\"Delegation will play an important role in the business\u2019s day-to-day operation and is key to growth. 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