Internal Tasks are invaluable for keeping work organized within your team, especially when dealing with sensitive or internal-only items that don’t need to be visible to board or committee members. For example, you might assign an Internal Task to a team member for a financial check-up, a document review, or a proposal review before presenting it to the board. This feature is also helpful for tracking progress on tasks that involve multiple steps or need input from different team members.
If a task requires updates, you can use the Email Reminder feature to quickly send a summary and any notes to the assigned team member, helping to ensure nothing falls through the cracks. The reminders offer flexibility in communication since they allow you to decide how frequently team members should receive notifications. Additionally, linking these reminders to project tasks can help centralize communications, especially for tasks that are time-sensitive or require close collaboration.
Another best practice with Internal Tasks is to keep detailed notes within the task itself. This way, if you need to hand off the task to someone else or bring in additional help, everyone has access to the latest updates and action points. Attach any relevant documents or email correspondence directly to the task to make it easy to retrieve supporting materials. With these strategies, Internal Tasks become a central hub for managing and documenting progress on crucial work without adding unnecessary visibility outside the team.