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Tips for choosing project and issue management tools

Series: Task Management Tips for TeamsPart 3

How Small Should Tasks Be? A Rule of Thumb for the Right Size

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Series “Task Management Tips for Teams”, Part 3: How small should tasks be?

About this series

“Task Management Tips for Teams” is an eight-part series, plus a bonus article, for teams that have just started using a task or project management tool. The tips apply to any industry, and you can read the articles in any order.

  1. How Should You Group Your Work?
  2. How to Write Tasks People Understand
  3. How Small Should Tasks Be?This article
  4. How to Set Assignees and Due Dates
  5. How to Reply to Comments
  6. How Should You Report Progress?
  7. How to Write When Working with People Outside Your Company
  8. How to Close Out TasksComing soon

Bonus: “How to Write So Teammates Who Speak Other Languages Understand” (coming soon)

You enter a single task called “Exhibit at the trade show,” and before you know it, it’s the day before and everyone is scrambling. Or you go the other way, split things down to “Send one email,” end up with more than 100 tasks, and can no longer tell which ones matter.

Both happen because the tasks are the wrong size.

Note: this article is written by the developer of GeckoFlag.

The short answer: make each task something one person can finish in a few days

There are three rules of thumb.

Signs a task is the right size

  • You can give it to one assignee
  • It takes a few days, or at most a week or two
  • It’s clear whether it’s done or not

If all three apply, the task is the right size. If any of them doesn’t, split the task or combine it with others.

Signs a task is too big

  • Several people are assigned to it
  • The update has been “in progress” for weeks
  • You can’t write a definition of done (how to write one is covered in Part 2, “How to Write Tasks People Understand”)

From the outside, you can’t tell how far a task that’s too big has progressed. Delays only come to light just before the due date.

Signs a task is too small

  • Entering it takes longer than doing it
  • The list is full of jobs that take a few minutes
  • The list is so crowded that you can’t see the important tasks

Don’t make jobs that take a few minutes into tasks. List them as bullet points under “What to do” in a task’s description instead.

How to break work down

Let’s take preparing to exhibit at a trade show as an example.

  1. List what must be in place at the end: the booth, handouts, staff for the day, and setup and teardown
  2. For each, list the work needed
  3. Regroup by assignee and duration: make each task something one person can finish in a few days
  4. Note the order: for work that can’t start until something else is finished, write down the order
Group Task Assignee Order
BoothDraw the booth layoutSatoFirst
BoothArrange display stands and lightingSatoAfter the layout
HandoutsPut together the brochure copySuzukiFirst
HandoutsSend the brochure to the printerSuzukiAfter the copy
StaffMake the staff schedule for the dayTakahashiFirst
Setup and teardownBook the shipping companyTakahashiAfter the layout

With a single task called “Prepare the brochure,” you can’t see whether things are stuck on the copy or on sending it to the printer. Splitting it shows you exactly where the delay is.

Two levels are enough

Breaking work into two levels, “large groups” and “individual pieces of work,” is usually enough. Go three or four levels deep, and it gets harder to see the big picture, and keeping everything updated takes more effort.

If you find yourself wanting a third level, that’s a sign the group is too big. Split the group in two, or move it to a separate project (how to divide work into projects is covered in Part 1, “How Should You Group Your Work?”).

Common stumbling blocks

1Trying to break everything down perfectly at the start

You can’t know what lies ahead until you get started. Break down only what you can see, starting with what’s closest. It’s fine to leave work further out as larger tasks for now.

2Forgetting the group task after splitting it

Even after every piece of work is finished, the group task can be left “in progress.” When you finish the last piece, mark the group task as done too.

An example of what can happen

A team had “Produce the company brochure” as a single task. Nobody noticed that the photo shoot date hadn’t been set until two weeks before the deadline.

After they split it into copy, photo shoot, design and printing, they could check at the weekly meeting where things were stuck.

How to break work down in GeckoFlag

  • You can create child issues under an issue (parent/child issues). In the issue list and the Gantt chart, you can collapse the children under their parent
  • Parent/child issues go two levels deep. That matches the “two levels are enough” idea in this article, so things don’t get too deep
  • A parent and its children belong to the same project
  • Write the order in the description as well

You can try the actual screens in the demo.

Summary

Make each task something one person can finish in a few days, with a clear way to tell whether it’s done. To break work down, work backward from what must be in place at the end, and keep it to two levels. Next time, we’ll look at how to set assignees and due dates for the tasks you’ve split.

SeriesHow to write titles and a definition of done is covered in Part 2, “How to Write Tasks People Understand”

SeriesPart 4, “How to Set Assignees and Due Dates”