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Manual Task

Written by Devon Page

A manual action is a step carried out by a person.

When editing a manual action you will capture:

  • Step title

  • The type of action: Create/Build, Communicate, Data Entry/Update, Research/Investigate, or Other

  • Who does it

  • What specifically they do

  • What tools or systems are involved

  • An external resource link (optional)

  • Time and cost: how long the step typically takes, in minutes, hours, or days

Cost is calculated automatically from the assigned person's annual cost and the time entered, but you can override this with a fixed cost for the step if needed.

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