Task management
View how to assign tasks with due dates, approve changes before they reach the model and track every task.
How task management works in Drivetrain
Turn any request into a task. Notify the right people, collect their changes, approve them and see how everything is moving.
Create a task with an assignee, due date and reviewer
- Create a task from a report, with a title and a description of what you need.
- Assign it to the person who owns the update and set a due date.
- Add a reviewer in the approval workflow, with instructions if needed, so changes only take effect once they're approved.
Notify assignees and reviewers by email, Slack or Teams
- Assignees and reviewers hear about a new task by email, Slack or Teams, and in their Drivetrain inbox.
- Open the task from the notification to go straight to the work.
Make changes directly in the linked report
- The task opens on the table in the report that needs updating.
- Edit values in place, for example approving or rejecting proposed hires.
- Charts that use the table update once the changes are saved.
Sign off before updates reach the model
- When the assignee marks the task as done, the reviewer is notified to review it.
- Once the reviewer approves, the changes flow back into the underlying model and every report that uses it.
Track every task in one queue
- See every task grouped by status, such as to do, pending approval and completed.
- See who each task is assigned to, who created it, its due date and the report it's linked to.
- Discuss changes in comments and replies on the task, and tag people when you need their input.
How Drivetrain simplifies task management
Collect updates from business teams in Drivetrain, not through spreadsheets passed around by email or Slack.
Approve every change before it reaches the forecast and the reports built on it.
Let business teams update the numbers they own without editing your model directly.
FAQs
Do Drivetrain task notifications only reside in Drivetrain, or are they delivered to people's inboxes as well?
Both. Assignees and reviewers are notified by email, Slack or Teams, as well as in their Drivetrain inbox.
Can Drivetrain hold changes until someone approves them?
Yes. When you add a reviewer to a task, changes only take effect once the reviewer signs off. After that, they flow into the model and every report that uses it.
Can Drivetrain show the status of every task in one place?
Yes. The task queue groups every task by status, such as to do, pending approval and completed, and shows the assignee, creator, due date and linked report.
Can people discuss a task inside Drivetrain?
Yes. Assignees and reviewers can add comments and replies on a task and tag other people, so questions are answered next to the work.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
