EOS Tasks

Manage operational tasks with subtask assignments, progress tracking, and team coordination through the EOS Actions interface.

Who can use this feature

Role	Create Tasks	Assign Subtasks	Update Own	Update Others	View All
Admin	✓	✓	✓	✓	✓
Operations Manager	✗	✗	✓	✗	Assigned only
Operations Support	✓	✓	✓	✓	✓

What is an EOS Action?

EO tasks are structured work items that break down complex operational activities into manageable subtasks. They ensure coordinated execution across multiple team members with comprehensive tracking and progress monitoring.

EOS Actions Interface

Task Overview Dashboard

Central hub for viewing and managing all EOS-related tasks and updates.

Task Tracking: Track all EOS-related tasks and updates from weekly meetings
Weekly Organization: Tasks organized by week periods (e.g., September 29, 2025 - October 05, 2025)
Collapsible Weeks: Expand/collapse weekly sections for better organization
Add Task Button: Quick access to create new tasks

Search and Filter Controls

Comprehensive filtering system for finding specific tasks quickly.

Search Task Title: Text search across all task names
Month Filter: Filter tasks by specific months (October dropdown)
Week Filter: “All Weeks” dropdown for week-specific filtering
Assignee Filter: “All” dropdown to filter by assigned person
Status Filter: “All Status” dropdown for status-based filtering

Task Cards Display

Individual task cards showing key information at a glance.

Task Title: Clear task identification (e.g., “Task for Oliver Bennett”)
Priority Indicator: Color-coded priority levels (Mid Priority badge)
Status Badge: Current task status (Not Started, In Progress, etc.)
Due Date: Calendar icon with due date (October 02, 2025)
Assigned User: User icon with assignee name
Clickable Interface: Tasks are clickable for detailed view

Task Detail Interface

Task Information Panel

Comprehensive task details and management options.

Status Management: Dropdown with Not Started, In Progress, Completed options
Priority Level: Visual priority indicator (Mid Priority with orange badge)
Due Date: Calendar display of task deadline
Last Updated: Timestamp of most recent changes
Assigned To: Clear assignee identification

Progress Overview

Visual progress tracking for task completion.

Subtasks Completed: Shows completion ratio (e.g., “0/0”)
Progress Bar: Visual representation of completion percentage
Real-time Updates: Progress updates as subtasks are completed
Completion Tracking: Clear indication of overall task progress

Task Description

Detailed task objectives and coordination requirements.

Comprehensive Description: Full task objectives and scope
Coordination Details: Information about team coordination needs
EOS Item Connection: Links to assigned EOS items and responsibilities
Timeline Clarity: Clear timelines for each step of the task

Subtasks Management

Create and manage individual subtasks within the main task.

Subtask Counter: Shows current number of subtasks (0)
Add Subtask Button: Easy creation of new subtasks
Subtask Table: Organized view with Name, Priority, Assigned To, Status columns
Individual Tracking: Each subtask has independent status and assignment

Activity and Communication

Activity Tracking

Monitor all task-related activities and changes.

Activity Log: Chronological list of all task activities
Status Changes: Record of status updates and modifications
Assignment Changes: Track reassignments and updates
No Recent Activity: Clear indication when no recent changes

Notes and Communication

Collaborative communication within task context.

Task Notes: Dedicated notes section for task-related communication
Add Note Interface: Text input for adding new notes
Collaboration: Team members can add updates and comments
Historical Record: Maintains history of all task communications

Task structure

Main Task

Contains: Overall objective, deadline, priority, and description
Assigned to: Task owner responsible for coordination
Status: Reflects overall completion progress

Subtasks

Contains: Specific actions, individual deadlines, assigned person
Assigned to: Individual team members
Status: Independent progress tracking

Task statuses

Task-Level Statuses

Not Started Not Started: Newly created, planning phase
In Progress In Progress: Active work on subtasks
Completed Completed: All subtasks finished
On Hold On Hold: Temporarily paused
Cancelled Cancelled: No longer required

Subtask Statuses

Not Started Not Started: Ready to begin
In Progress In Progress: Actively working
Completed Completed: Finished and verified
Blocked Blocked: Cannot proceed due to dependency

Priority levels

🔴 High Priority

Urgency: Critical operational needs, immediate attention required
Timeline: Same day or next business day
Examples: Emergency event preparation, critical system issues

🟠 Medium Priority

Urgency: Important but not critical, standard processing
Timeline: 2-5 business days
Examples: Routine event setup, regular compliance checks

🟢 Low Priority

Urgency: Can be scheduled flexibly, no immediate impact
Timeline: 1-2 weeks
Examples: Process improvements, training activities

Using the EOS Actions Interface

Viewing Tasks

Navigate and view tasks effectively using the interface.

Weekly View: Tasks organized by weekly periods
Click to Open: Click any task card to open detailed view
Filter Options: Use month, week, assignee, and status filters
Search Functionality: Search by task title or keywords

Managing Task Progress

Update and track task progress through the interface.

Status Updates: Change task status using dropdown
Subtask Progress: Monitor subtask completion ratios
Add Notes: Document progress and communications
Activity Monitoring: Review activity log for changes

Creating and Assigning Subtasks

Break down tasks into manageable subtasks.

Add Subtask Button: Create new subtasks within main tasks
Individual Assignment: Assign subtasks to specific team members
Priority Setting: Set individual subtask priorities
Status Tracking: Monitor each subtask independently

Task lifecycle

1. Creation & Planning

Operations Support creates task with objectives, breaks down into subtasks, assigns team members

2. Assignment & Notification

Subtasks assigned to specific individuals, notifications sent, deadlines established

3. Execution & Tracking

Team members update subtask progress, coordination through task notes, regular status monitoring

4. Completion & Review

All subtasks completed, overall task marked complete, lessons learned documented

Best practices

For Task Owners:

Break down complex work into clear, actionable subtasks
Set realistic deadlines with buffer time
Monitor progress regularly and update stakeholders
Document important decisions and changes in task notes

For Subtask Assignees:

Update status promptly when starting or completing work
Communicate blockers immediately through task notes
Ask questions rather than making assumptions
Coordinate with other subtask owners when needed

For Interface Usage:

Use filters to focus on relevant tasks
Click tasks to access detailed information
Regularly check activity logs for updates
Utilize the notes feature for team communication

Integration Points

Troubleshooting

Can't see my assigned tasks

Check Management → EOS Actions. Use the assignee filter to show only your tasks. Verify your role has task access. Contact Operations Support if tasks are missing.

Task not appearing in correct week

Check the due date of the task. Tasks appear in weeks based on their due dates. Use the week filter to find tasks in different time periods.

Cannot update task status

Verify you have permission to update the task. Check if you’re the assigned user or have admin/ops support permissions. Contact task owner if status seems incorrect.

Subtask progress not updating

Ensure subtasks are being marked as completed individually. The overall progress bar updates based on subtask completion ratios. Check subtask statuses in the detailed view.