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Tactick glossary

As you're getting started in Tactick, there are some common terms that are handy for you to know. Here's an overview of Tactick basics:

 

% Accountable

The percent of tasks on a list that have been marked with a status of Done, Doing, or Not Doing. In other words, the percent of tasks that have a status other than Due.

For organizations on Accountability-Based Pricing™, an org member's % accountable refers to the percent of tasks assigned to that member in the billing month that have been marked as Done, Doing, or Not Doing. Org Admins can see a leaderboard the shows each organization member's % accountable so far this month by selecting 'All Areas' on the Progress screen.

You can see your % accountable for yesterday, today, this week, and this month on the Progress screen.

 

% Done

The percent of tasks on a list that have a status of Done.

 

All Organizations

A view that includes tasks, routines, and/or areas across all the organizations you’re a member of. This is the top view on your organization dropdown (the Switch Org button at the top left of your screen).

 

Area

There are 4 levels of organization in Tactick: organizations, areas, routines, and tasks. All tasks are recurring and live in routines, all routines live in areas, and all areas live in organizations. Areas are the categories, departments, or drivers of an organization (e.g., product, market, money, and people). For more details, see how Tactick is organized.

 

Area Owner

The Area Owner is the person responsible for an area’s overall performance. An area must have an Area Owner.

 

Demote

To remove Org Admin privileges from an organization member. Only Org Admins can demote other Org Admins. If you are an Org Admin, you can demote yourself.

 

Doing

There are 4 possible statuses for each occurrence of a task: Due, Done, Doing, and Not Doing. Tasks that are marked 'Doing' are yellow and indicate that a task is in process and/or that the person assigned the task intends to complete it. Task occurrences marked Doing count toward a task list’s % Accountable.

 

Done

There are 4 possible statuses for each occurrence of a task: Due, Done, Doing, and Not Doing. Tasks that are marked 'Done' tasks are green and indicate that a task is complete. Task occurrences marked Done count toward a task list’s % Accountable and % Done.

 

Due

There are 4 possible statuses for each occurrence of a task: Due, Done, Doing, and Not Doing. Due tasks are not marked — they’re just an empty check box — and indicate that a task has not been accounted for. Due tasks are your enemy — you conquer them best when you mark them as Done. You also conquer Due tasks by marking them as Doing or Not Doing.

 

DWMY

DWMY stands for Daily, Weekly, Monthly, and Yearly — the four main frequencies for recurring tasks.

 

Goal

Goals are the purpose, reason, or inspiration behind an organization, area, or routine. Setting a clear, concise goal for these items helps clarify and direct the work that supports it. For example, setting a clear, concise goal for a routine helps clarify and direct the tasks that support the routine.

 

HPM (Hours Per Month)

HPM stands for Hours Per Month. Each task has an HPM based on the task's duration and frequency. For example, a task with a duration of 1 hour and a frequency of daily would have an HPM of approximately 30 — in other words, it will take 30 hours per month to do that recurring task. The HPM from each task is added up to form the HPM for each routine, area, and the organization overall to help you plan and budget each organization member's time, so that no one person (or the organization overall) gets overwhelmed with too many hours of tasks.

 

Library (Routine Library)

The Routine Library is a collection of pre-built Organized Routine™ templates that have the daily, weekly, monthly, and yearly tasks that support each routine already built out. You can customize any routine after you add it to an area in your organization.

 

Marked

Occurrences of a task are considered marked when they have the task status of Done, Doing, or Not Doing. Task occurrences that are marked count toward a task list’s % Accountable.

 

Not Doing

There are 4 possible statuses for each occurrence of a task: Due, Done, Doing, and Not Doing. Tasks that are marked 'Not Doing' are red and indicate that a task is not complete and that the person assigned the task does not intend to complete the task. Task occurrences marked Not Doing count toward a task list’s % Accountable.

 

Notification

Notifications are a way for Tactick to tell you about items that need your attention, even when you're busy or on the go. You can choose which notifications to receive on your desktop, phone, or via email. You can even customize which types of activity you want to receive notifications for and how.

 

Occurrence

Occurrences are instances of a recurring task. For example, if the task ‘Reconcile the bank statements’ was scheduled to repeat every Tuesday and was assigned to you, an occurrence of this task would appear on your task list every Tuesday.

 

Org Admin

Org (Organization) Admins can view, edit, and delete all info in the organization, including all of its areas, routines, tasks, but cannot delete the organization.

 

Org Owner

The Org (Organization) Owner is the person responsible for the organization’s overall performance (usually the person who created the organization). Only the Org Owner can delete the organization. An organization must have an Org Owner.

 

Org Report

An Org Report summarizes task statuses for all of the tasks assigned in the organization during a set time period. On the Settings screen you can choose to receive daily, weekly, and/or monthly Org Report emails. Note: only Org Admins have the option to receive Org Report emails.

 

Organization (Org)

In Tactick, people collaborate in organizations. Tactick is built for small business organizations, but can also be used by other organizations — teams in large businesses, community groups, families, and more (even just you can be an organization). In Tactick, all tasks are recurring and live in routines, all routines live in areas, and all areas live in organizations. For more details, see how Tactick is organized.

 

Promote

To give Org Admin privileges to an organization member. Only current Org Admins can promote other Org Members to Org Admins.

 

Routine (Organized Routine™)

There are 4 levels of organization in Tactick: organizations, areas, routines, and tasks. All tasks are recurring and live in routines, all routines live in areas, and all areas live in organizations. For more details, see how Tactick is organized. Organized Routines™ are sets of recurring tasks that fulfill a job, responsibility, or goal (e.g., financial reporting, marketing strategy, onboarding, etc.). 

 

Routine Library

A library of pre-built routines that you can browse on the Library screen.

 

Routine Owner

The Routine Owner is the person responsible for a routine’s overall performance. A routine must have a Routine Owner (or be “Unassigned”).

 

Task (Recurring Task)

There are 4 levels of organization in Tactick: organizations, areas, routines, and tasks. All tasks are recurring and live in routines, all routines live in areas, and all areas live in organizations. For more details, see how Tactick is organized. Organized Routines™ are sets of recurring tasks that fulfill a job, responsibility, or goal. The recommended structure for a task is ‘verb the noun’ (e.g., send the report, lead the meeting, call the customer).

 

Task Owner

The Task Owner is the person responsible for a task’s performance. A task must have at least one Task Owner (or be “Unassigned”) and can have multiple Task Owners.

 

Task Status

There are 4 possible statuses for each occurrence of a task: Due, Done, Doing, and Not Doing.

 

Task Summary

A Task Summary is a report that summarizes task statuses for all of your assigned tasks during a set time period. On the Settings screen you can choose to receive daily, weekly, and/or monthly Task Summary emails.