WEEKLY TASK REVIEW · Workflow idea
At the end of the week, gather completed tasks for the selected period and group them by completion date. Exclude projects that do not belong in the review, then prepare an email summary for the intended recipient to check and use when reflecting on the week.
01 / The starting point
Tasks completed during the selected week in the user’s approved task list
“Prepare a day-by-day summary of completed work, exclude selected projects, and send it only to the intended recipient after a quick review.”
02 / The work
Helps people review completed work without manually gathering tasks from each day.
Set the week to include and confirm the summary is prepared at the intended time.
Collect task titles and completion dates from the approved task list.
Leave out projects the user has chosen not to include in a personal or team recap.
Organize included tasks by their completion date so the week is easy to scan.
Confirm that the summary contains appropriate details and goes only to the intended person.
03 / The result
A weekly email grouped by completion day, ready for the recipient to review.
Reviews & approvals · Example outcome
A weekly email grouped by completion day, ready for the recipient to review.
A report may contain private project details or omit work that was not recorded in the task list. Check the date range, excluded projects, and recipient, and keep the summary private unless its owner approves broader sharing.
04 / Make it yours
A few choices shape the work around your team.
Decide which day and time the recap is prepared and how a person can request an additional review.
List personal or team projects that should never appear in the weekly summary.
Choose the recipient and the task details to include, keeping the report limited to its intended audience.
Check a normal week, a week with no completed tasks, and the boundary between periods.
Keep exploring
Collect open tasks with deadlines, group upcoming and overdue work, and prepare a weekly reminder for its owner to review.