Step 1. Expense is submitted. Step 2. Initial review. Step 3. Direct manager approval. Step 4. CEO approval. Step 5. Payment is made.
From the manager's perspective, each task has:
- Its own performer, which can be hardcoded or dynamically assigned based on conditions. - A clear definition of "done," i.e., a set of data inputs required for task completion, such as file uploads or specific selections. - Its own dynamic due date, based on variables and conditions.
From the performer's perspective, they receive a convenient list of similar tasks to complete, such as a list of expenses to review, phone calls to make, or customers to interview. They don't need to worry about SOPs, like where to submit information for the next step. They simply hit "complete," and the process moves to the next station or person in the queue. Alternatively, if they hit "return," the task goes back to the previous station.
1. In a nutshell, Asana and Monday are board-based tools suited for project management, where people can see most tasks simultaneously and then choose what to work on.
Pneumatic, on the other hand, builds sequences, so my task only comes to me when it’s time for me to act. This templated sequence can be run repeatedly (manually or triggered by external events) to achieve predictable results.
2. We use Pneumatic to manage our development process :)