A Task is a focused action item that must be under  a parent goal or a supporting goal. Tasks are useful for tracking the progress of a goal, breaking it down into smaller, manageable steps that move you toward completion.

Creating and Managing Tasks

Tasks help break down goals into measurable, trackable action items. ThriveSparrow offers multiple ways to create them:

1. Create a Task Using Quick Add

• Navigate to My Goals from the left-hand menu.
• At the top of the page, click Quickly add a Goal or Task.
• Select Task.
• Fill in the task name, due date, and other details.
• Choose the parent goal or supporting goal to link it to.
• Don’t forget to Save.

2. Create a Task from the “New Goal” Button

• Go to My Goals.
• Click the dropdown next to the New Goal button in the top-right corner.
• Select Task.
• Enter task details such as title, due date, and alignment.
• Assign it to the correct parent or supporting goal.
• Click Save.

3. Create a Supporting Task Under an Existing Goal

• Open My Goals and find the goal you want to add a task under.
• Click Add Supporting Goal or Task.
• Select Task.
• Fill in the task name, due date, and other details.

Choosing the Right Measure for Tasks

When creating a task, it’s important to define how progress will be measured. ThriveSparrow supports four measure types:

1. Decision → For binary action items (e.g., Done / Not Done).
2. Percentage → For percentage-based values (e.g., uptime %, churn rate).
3. Number → For numeric metrics (e.g., average resolution time, NPS).
4. Currency → For monetary metrics (e.g., ARR, ARPU).

You can switch how a task is measured in two ways:

• From Detailed View → Open the task, find the “Measured In” field, and select a different measure.

• From Quick Add → While creating a task, click the measure icon and choose the correct option before saving.

Best Practice: Prefer Numbers and Percentages over Decision where possible. They provide more granular tracking and help you understand progress better.

Best Practices for Creating Tasks

• Frame tasks correctly → Avoid listing day-to-day activities. Instead, create agnostic tasks that meaningfully contribute to goal progress.
• Always link tasks to a goal → This ensures progress is rolled up into overall goal tracking.
• Write action-oriented descriptions → e.g., “Prepare Q1 Sales Report” instead of “Sales Report”.
• Set realistic due dates → Keep momentum and accountability.

Additional Notes

1. Visibility → Tasks automatically inherit the visibility of the parent goal.
2. Initiatives → Add initiatives under tasks if you want to track daily activities that could influence progress. (Note: Completing an initiative does not move the task value up.)
3. Contributors → After creating a task, you can add contributors if multiple people are involved.