Why did a task appear, and where did it come from?
Each task shows its origin: your Roadmap, your getting-started steps, an action plan from your mentor, or a task the team wrote by hand.
Written By GovPreneurs
Last updated 21 days ago
Every task has an origin. The origin shows as a small label on the task and as a word next to the title. The origin tells you who asked for the task.
The origins you can see
Getting-started tasks have no origin label. Examples are the LLC (limited liability company) paperwork, your intro call and your Basic Info. A Roadmap task with no due date shows an "As soon as possible" mark.
How "Do this next" works
The Roadmap has a Do this next button. The task list holds one task with the same step. When you finish the step, the task ticks itself. A new task then names your next step. See How do I find the next step that needs me?.
Example
A member opens Your tasks. Row 1 reads "Do this next: Capability Statement". Row 2 comes from an action plan that the mentor assigned. The label on row 2 names the plan. The member does row 1 first, because Roadmap work leads the list.
What the page cannot show
- The page does not make up work. Each task has a person or a Roadmap step behind it.
- The page does not turn a call recording into tasks. Your mentor adds the steps. See Where do I find my call notes and next steps after a mentor call?.
β What to do next: If you do not expect a task, ask your mentor in your next call. If it is not relevant to you, read How do I dismiss a task that is not relevant?.