Roost: Manage your to-dos every day

What tasks should I look at today?
Are my project deadlines being met?
What is my team working on today?

Roost is a to-do platform on Teamnest.com to help you take control of your work. You can see tasks assigned to you by different team members with due dates and priorities. You can break down tasks into sub-tasks and assign them to relevant team members. You can collaborate with team members on a task by leaving notes or uploading documents.

You and your team members can create tasks under ‘Buckets’. A bucket could be a project, a milestone, or any other high-level goal that you would like to group a set of tasks by. You can view the progress of the Bucket to analyse completion vis-a-vis the deadlines.

Create a Bucket

You need to have admin rights to create a Bucket.

1. Go to Admin Section > Organisation > Buckets
2. Click on ‘Add Bucket’
   
   
   
   
3. Enter the name and description of the Bucket. Assign an owner to the bucket. This person is responsible for adding, managing, and getting tasks in this bucket completed
   
   
   
   
4. You can also Bulk Add multiple buckets using the Bulk Add option.
   
   

Adding a Task and Sub-tasks

1. Go to Roost from the left navigation.
   
   
   
   
2. Click on the ‘Add a Task’ option from the Employee Section > Roost.
   
   
   
   
   
3. Enter the name of the task. Choose the bucket it belongs to and set a completion date for the task. Assign it to the person responsible for carrying out this task.
   
   
   
   
4. That’s it. You can add multiple tasks either for yourself or assigned to other team members.
   
   
5. If a task requires more than one person to finish, you should create sub-tasks under this task. Assign each sub-task to one team member.
   
   
6. To add a sub-task, click on the name of the specific Task and click on Add a Sub-Task tab.
   
   
   
   
7. Now Add the same information for the sub-task in the Add Sub Task page.
   
   
   
   
8. You’re done. You can create multiple sub-tasks and assign them to different people. They will each see the sub-task assigned to them.
   
   
   
   

Managing Tasks

1. You can filter your task list by the following:
   • Assigned to you.
   • Assigned by you.
   • By the applicable bucket.
   • By status - complete or pending.
2. For each task, you can see its priority, due date, no. of sub-tasks, and progress.
3. Within a task, you can add notes or upload documents as a reference for other team members.
4. A task or a sub-task assigned to you can be closed only by you.
5. You can also re-open a closed task or sub-task.

Mobile App

1. Tap on 'Roost' on your mobile app Dashboard. You will see all the tasks assigned to you. Tap on 'Assigned by Me' to see the tasks you have assigned to other team members.
2. Tap on the ‘Add Task’ button at the bottom of the screen.
3. Add your Task details.
4. Your Task is created.
5. Tap on the Title of any Task to
   • See more details and other Sub-tasks.
   • Add / Update Sub-tasks.
   • Mark the Task as Complete.
6. You can edit a Task to update the details or add Sub-tasks.