Do you know how to deal with tasks with a ticking clock ⏰?
Updated by Seth Daily [SSW] 10 months ago. See history
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SysAdmins get through many tasks in a day. These tasks are generally prioritized based on their importance, but some tasks will have a due date - or a ticking clock ⏰. It's important to have a system in place to make sure these tasks are done on time. Otherwise, you might not get a new starter's account created before their start date, or you might not give a dev the access they need to complete their Sprint goal. Of course, this does not just apply to SysAdmins - use this rule for any teams or tasks that fall outside of [Scrum](https://www.ssw.com.au/rules/rules-to-better-scrum/). ### Option 1: Using Outlook Everyone receives tasks in their inbox, so it's good to know how to set a due date on your emails. Just like [following up effectively](https://www.ssw.com.au/rules/follow-up-effectively/), there are a many ways to do this - let's look at 3 ways: #### A. followupthen.com followupthen.com is a simple way to get an email reminder when you need to start working on something. Just email {{ TIME/DATE }}@followupthen.com, and you'll get an email in your inbox when you need it. Of course, you'll need to give yourself time to complete the task before it's due! Note: You can BCC @followupthen.com on any email with other people, and the reminder will only go to you. ::: email-template | | | | -------- | --- | | To: | <1week@followupthen.com> | | Subject: | New Starter - Sophie Belle | ::: email-content ### To Myself Sophie Belle starts work tomorrow. 1. Get their account set up today Thanks! ::: ::: #### B. Follow up flags Follow up flags are Outlook's built-in way to set a due date on an email. Add a follow up flag from the red flag icon in the ribbon, or by right-clicking on an email | Follow up. From there you can also set a custom reminder. The only downside is that you only get a notification (not an email) - so you might miss it. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Outlook | Follow up flag | Custom reminder', shouldDisplay: true }} src="/uploads/rules/tasks-with-a-ticking-clock/follow-up-flag.png" /> #### C. Microsoft To Do [Microsoft To Do](https://www.microsoft.com/en-au/microsoft-365/microsoft-to-do-list-app) is available within Outlook, as a separate app, or on the web. It's a great way to keep track of tasks, reminders and other lists. It can also integrate follow up flags from Outlook. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Microsoft To Do within Outlook', shouldDisplay: true }} src="/uploads/rules/tasks-with-a-ticking-clock/to-do.png" /> ### Option 2: Using Zendesk SysAdmins will mostly work out of a ticketing system like [Zendesk](https://www.ssw.com.au/rules/rules-to-better-zendesk/). Other ticketing systems likely have similar functionality to the below. In Zendesk, it's easy to add a due date to a task. Agents can do this in their Agent workspace. You can also give users the ability to set their own due date from the web interface or the Teams app. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Zendesk | Agent workspace | Due date and time', shouldDisplay: true }} src="/uploads/rules/tasks-with-a-ticking-clock/zendesk-due-date.png" /> Then, you can set up an automation to send an email reminder a certain number of hours before the task is due. See [Zendesk's documentation](https://support.zendesk.com/hc/en-us/articles/4408881800218-Can-I-be-notified-by-email-before-a-task-ticket-s-due-date) for how to set it up. <imageEmbed alt="Image" size="large" showBorder={false} figureEmbed={{ preset: "default", figure: 'Zendesk Admin Center | Automations | Send email 24 hours before due date', shouldDisplay: true }} src="/uploads/rules/tasks-with-a-ticking-clock/zendesk-due-date-automation.png" />
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