Is the new manager checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for managers

New manager checklist with every task dated from the day you start

From advisor to unit leader in ninety days: the paperwork, the first recruits, the first team meeting run alone.

3 sections
14 tasks
Opens as a list
Dated from day 1

New leader: [name]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Week one

Contract, licensing and system changes for the new roleDay 1Urgent
Agree the recruiting target for the quarterDay 3High
Walk through the manager's tools: coaching projects, team views, reportsDay 4
Build their first candidate list togetherDay 5

First month

Weekly leader 1-on-1Every Wednesday 9:00
Shadow you in two coaching sessionsDay 11
Run their first coffee chats with candidatesDay 15
Present at the opportunity eveningDay 26
Day-30 reviewDay 31High

Second and third month

First recruit contractedDay 51Urgent
Start the First 90 days project for that recruitDay 51
Run one team training slotDay 61
Run the team meeting aloneDay 81
Day-90 review and next quarter's planDay 91High

About this template

Promoting an advisor to leader is the start of a second first-90-days. This project is that plan: the contract and licensing changes, their first two recruits, their own coaching rhythm, and the point at which they run their first team meeting alone.

Tips from the template

Share it with the new leader; half the tasks are theirs.
Their first recruit is the milestone; everything else is setup.
Keep your own weekly 1-on-1 with them in the diary.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find New leader promotion and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

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Questions

Run it with the dates filled in.

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