Assistant Workspace Tasks Naming Convention

Our goal in creating naming conventions for tasks is to make it more organized, and easier to digest for those who will read, especially the client.

Main Tasks

General Rule:

• Always do it in title format
• Keep the task name short but understandable
• Include important details such as:
  • Action
  • Vendor Name
  • Date
  • Location

Examples:

• Bookings/Reservations
  • Restaurant Reservation Reservation: [Restaurant Name] for [Number of People], [Date] at [Time with Timezone]
    • Reservation: Shakey’s for 2, 11/6 at 7PM PHT
  • Hotel Reservation: Reservation: [Hotel Name], [Dates of Checkin-Checkout)
    • Reservation: Hotel California, 11/12-11/13
  • Flight: Flight: [Origin]-[Destination], [mm/dd of departure] – [mm/dd of return]
    • Flight: MNL-NYC, 11/15-12/15
• Calendar
  • Calendar Management: Calendar Management: [Name of Client/POC]
    • Calendar Management: Thanos
  • Appointment Setting: Appointment Setting: [Name of Client/POC]
    • Appointment Setting: Chandler
• Email
  • Email Management: Email Management: [Name of Client/POC]
    • Email Management: Thor
• Other Tasks
  • Research: Research: [Topic of Research]
    • Research: Potato Recipes
  • Purchase: Purchase: [Item/Description]
    • Purchase: Taylor Swift Eras Tour Tickets

Subtasks

 General Rule:

• This may be used as a checklist in order complete the main task
• Use simple but specific sentences in naming subtasks

Examples:

• Bookings/Reservations
  • Main task: Reservation: Shakey’s for 2, 11/6 at 7PM PHT
    • Subtasks:
      • Find restaurant options
      • Call the restaurants to check availability
      • Confirm and book a reservation
      • Update the client
      • Send a reminder and PEFU

• Calendar
  • Main task: Calendar Management: Thanos
    • Subtasks:
      • Check for conflicting schedules
      • Check for incorrect invites
      • Update the client
      • Send reminders for meeting

• Main task: Email Management: Thor
  • Subtasks:
    • Label emails accordingly
    • Delete spam emails
    • Send update to client re: urgent emails

• Other Tasks
  • Main task: Research: Potato Recipes
    • Subtasks:
      • Search for potato recipes online
      • Organize by fried, baked and boiled
      • Share doc to client and send updates