DailyWF / Workflows

Task Triage

Sort incoming work by urgency, value, risk, and dependency.

Type: WorkflowVersion: v7

How to use this workflow

Task Triage is useful when repeated work needs a visible path from request to completion. Keep it compact: the value is in clarifying ownership, next action, and evidence, not in creating a large approval artifact.

  1. Capture the request without rewriting intent or hiding missing information.
  2. Classify the work by impact, deadline, risk, dependency, and requester expectation.
  3. Choose one disposition: act now, schedule, delegate, clarify, decline, or place in backlog.
  4. Record the owner and the next visible update so the item cannot drift silently.
  5. Review aging items and reclassify anything whose risk, deadline, or dependency changed.

Expected output

A completed task triage record with trigger, owner, decision, next action, and evidence.

Common failure mode

Keeping the document as a form instead of using it to make decisions visible.

Use notes

Best triggerUse when the work repeats, affects others, creates risk, or needs a defensible handoff.
EvidenceKeep the shortest record that proves the decision, action, owner, and result.
Review pointReview after incidents, repeated confusion, tool changes, ownership changes, or missed expectations.

Related pages

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