Tasks and "Turn this into steps"

"Turn this into steps" sits on every advisor note and every project proposal in your interview, and on every answer from your board of advisors on the Advisors page. It writes one to four concrete steps and adds them to your Tasks list: one step when the note asks for one thing, more when it is a plan or a project. It never pads the list to reach a number.

Turn something into steps

1. Open "Interview" or "Advisors" in the dashboard menu.
2. Press "Turn this into steps" on a note or an answer from your board of advisors, or on a proposed or approved project.
3. The steps are added to "Tasks". The button then says "On your Tasks list".

Pressing it again adds nothing. A dismissed proposal has no button.

Each step says what to do and who it is for: "You" for anything only you can do or decide (answering a question, choosing, sharing data, approving), "Your intern" for building, testing and writing up. Steps never send anything to a customer or move money without your approval, and they use no figures that are not in the note or your answers. They have no due date until you set one.

The Tasks list

Open "Tasks" in the dashboard menu. Open work comes first, done work last. For each task you can:

• change the Status (To do, Doing, Done),
• change who it is For (You, or Your intern),
• set or clear the Due date,

then press "Save". "Remove" takes the task off the list. The intern on one of your projects can read the tasks set for them.

Download the list

"Download tasks as JSON" saves the whole list in the Business Suite's task import format (version 1). Each task keeps the same id in every download, so importing the same file twice adds nothing twice.