Mastering Collaboration: Your Guide to Productivity Using Taskade | Damanick Dantes, CMT | Skillshare

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Mastering Collaboration: Your Guide to Productivity Using Taskade

teacher avatar Damanick Dantes, CMT, Macro Trader at Dantes Outlook

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Taught by industry leaders & working professionals
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Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

8 Lessons (40m)
    • 1. Achieve Ultimate Productivity

      2:07
    • 2. What Makes us Unproductive

      3:43
    • 3. Intro to Taskade

      4:20
    • 4. Getting Started With Workspaces

      7:06
    • 5. Prioritize Workspaces

      3:28
    • 6. My Trading Desk on Taskade

      6:59
    • 7. Collaborate Using Chat Features

      3:19
    • 8. Summary

      8:43
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About This Class

The most productive people succeed in prioritizing and delegating tasks. But working in teams to achieve ultimate productivity isn’t the best for everyone. Just think about the wasted time spent on back-and-forth emails or chatting on Slack instead of executing the next big idea. This is why I chose to operate my trading group in one central workspace using the Taskade app.

Taskade is a collaboration tool that offers a platform to keep track of team projects across multiple devices. This class will offer methods to collaborate with colleagues using the Taskade app, and it’s perfect for beginners, from small groups to larger business teams who struggle to make decisions. By the end of this class you will learn:

  • How to build a collaboration workspace on Taskade, step by step
  • Different use cases on Taskade with my trading group
  • Collaboration skills to communicate and filter relevant information
  • Insights from Taskade’s co-founder on minimalist design and productivity hacks

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Meet Your Teacher

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Damanick Dantes, CMT

Macro Trader at Dantes Outlook

Teacher

Hi, I'm Damanick Dantes, owner of Dantes Outlook. This channel offers classes on trading for beginners and also explores techniques to boost productivity and mindfulness. Over the past few years, I've learned that the hardest part of trading is the ability to properly execute a plan and manage risk. With all of the market noise, it's easy to develop anxiety as a trader, which contributes to a significant decrease in productivity.

So, traders must master the soft skills too. Making any bet, whether it's a decision to take a trade or start a business, requires the right mindset to develop, execute, and actively refine a process. And if you get that right, decision outcomes will hopefully be in your favor. Join me on this journey and stay tuned for fresh content and upd... See full profile

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Transcripts

1. Achieve Ultimate Productivity: Hi, I'm Damanick Dantes. A busy trader involved in multiple projects. I work in teams, oftentimes remotely and together we cover markets and business teams around the world. Whether it's from my trading desk or in a corporate office, I've learned that the most productive people succeed in prioritizing and delegating tasks. But working in teams is not the best for everyone. Just think about all the wasted time spent with back and forth emails or chatting away on Slack. Instead of executing the next big idea. That's why I chose to operate my trading group in one central workspace using the Taskade app. Taskade is a collaboration tool that offers a platform to keep track of team projects across multiple devices. The best part of Taskade is that you can use it on your web browser, a desktop app or on your mobile device. For example, here's where I access my training group on the go. I simply click through workspaces, task lists, and chat with my team immediately. At the end of this class, you will learn how to build a collaboration workspace on Taskade, step-by-step. Different use cases, on Taskade with my trading group. How to measure project results and organize your thought process over time. Collaboration skills to communicate and filter relevant information and insights from Taskade's co-founder on minimalist design and productivity hacks. Hi and I'm John, co-founder of Taskade. Together with my team, we identify a problem and that is mastering team productivity. It is a difficult problem to have, especially when your team is distributed across the world and that's why we had that idea to build a better way to collaborate on team projects. We need a one central spot to organize ideas, chat and manage tasks in real time, simply and intuitively, and so we assembled a team together to build Taskade, including strategic advisors from leading tech companies. This class will offer methods on how to collaborate using the Taskade app. It's perfect from small teams to larger businesses who struggle to make decisions. I'll see you there. 2. What Makes us Unproductive: I want to start off by identifying the problem. Ask ourselves, what makes us unproductive? To start off identify five main productivity pin points, the first being that we're juggling way too many tasks at once. Oftentimes, when we're faced with the cumbersome to do list, we don't take inventory of our current situation, we only take inventory of our resources to really take on so many different tasks. When we do so, we are able to prioritize and better make judgment over what we can handle and what we can't handle. The second main productivity pin point is that we don't have any central workspace. Try finding a file in your computer, there's so many different avenues we can go and nothing is really organized in the same place that everybody can access at once. I think tax gate offers that solution and we'll dive into that next. Third pin point is a failure to execute. Oftentimes, we have a lot of meetings, a lot of status reports, a lot of check-ins, but there's no decision-making along the line and the failure to make a decision just slows down the process and that boils up towards when something goes wrong, there is pointing the blame game. I think when you make decisions and you're held accountable to them, it really makes the productivity engine run. The fourth main pin point is inability to retrace our steps, without any process to begin with we can't go back to figure out what went wrong, what went right, and what decision was tied to a particular result. Fifth, the lack of accountability, when we're inspired to make decisions with a productivity engine and you're held accountable for every result, it inspires a level of creativity and collaboration that you can't get anywhere else. What does that mean? Working in silo is disruptive, whereas working alone can prevent innovation, stifle creativity and it leads to decision bias. I'd rather be disruptive in my decision-making to really drive those productive outcomes via collaboration involving others in the process. When you have a process that leads to consistent outcomes rather than some one off positive direction, you want consistency over the long-term and productive collaboration systems allow for that consistent outcomes to be in your favor. How do we avoid this bias trap of working alone as opposed to working collaboratively? Well, I borrowed some advice from Annie Duke. She's a pro poker player, a great book, it's called Thinking in Bets. She recommends that we form decision pods around a collaboration systems, or you can call them buddy systems. You can focus on thinking in bets and making sure that every decision that you make has a predictive outcome or series of probabilities or expected returns. Number 2, is you modify the usual social contract. A good way of doing this is set aside some guidelines of telling your folks what you're going to do? How you're going to do it? Who's assigned to different tasks? That's your social contract to keep everyone on-point. Number 3, you agree to be open-minded, challenge each other's ideas. Number 4, you give credit where it's due, and lastly, you take responsibility where it's appropriate. When some collaboration should focus purely on accuracy, this is information, finding out what's right and what's wrong and what you're going to focus on, rather than confirmation, forming a belief system, and finding all the information that can confirm it. That's not what you're about. It's an evidence-based collaboration. It's a smart way of thinking about collaboration 3. Intro to Taskade: Welcome to taskade. The first step on this class is to download taskade or visit taskade.com on your web browser. There are three main avenues that you can use to access taskade. It's either through the web browser or you can use it on your mobile device by downloading the app or you can download the desktop app version, and I'll show you how to do that. When you go to taskade.com the first thing you'll see, you can see that they're are smart lists for instant organization, you can track our progress, collaborate with your team, chat in one App. This is all about collaboration. Remember the main point of this class is collaboration as a means to achieving ultimate productivity. In order to do so, we're going to need one central location that we can organize all of our thoughts, all of our documents, all of our chatting with a team to access everything all in one space. That is why I chose to taskade because it's purely focused on not only project management and productivity, but also the collaboration aspect. I think if you marry the two, it's much better than anything else. If you think about e-mail, where things get lost in translation or if you are thinking about slack, which is purely for communication. But it doesn't really have those types of tools that keeps everyone on track in terms of list and productivity, pin points and work spaces. It's less of a collaboration tool, but more of a communication tool. I think taskade blends all of those things in one. Enough of me preaching, but let's go to the website and just give a brief overview of what taskade offers. You can see here that this is a screenshot of how their video feature works. You can just easily chat with a friend or colleague. I think that's an easy way of just getting the job done. What they also offer is a really cool visual workflow, you can toggle between lists, boards or action views. It's really cool. You can have a chat feature on one left corner and keep scrolling right or left. You can see your list in action. It's super productive just from a visual standpoint. I think they've really succeed on a minimalist, simple design. Where is easy for anyone to come in, the learning curve is not as steep. Some of the features here is that you can do dates, you can sync it with calendar by getting notified and you stay on track by each particular task, which is nice. I get pinged on my phone a lot of times when an invoice is due or someone has succeeded in doing a particular task or anything like that. I think the notifications are key. Again, you can video chat, you can personalize it by style and and views. You can comment on particular tasks, which is really nice. You can also share attachments, a lot of times my group, we share a lot of charts, resources and links. That is actually very useful. The real-time editing tool is really good because it keeps everyone on the same page by updating the document in real time or the to-do list or task list in real time. There's really no lag in terms of this productivity workspace. Again, you can work anywhere. The first step, download it either on your desktop, access it via the web or on your mobile device. To start off with accessing or creating your workspace, the great thing about taskade is that there is no barrier to entry in terms of working on it. You can just click here, create a list, and you're in it from the get-go. I think that's really cool. You don't have to sign up or anything like that. You'll see later on in order to invite someone else to join you, they don't need to sign up at all. All they need is the link or an e-mailed link. They get invited right down and you can just collaborate with them on a good go. I think that's really a unique value proposition in terms of hosting a productivity workspace. They take the unproductive step out of the way. You can go right in, create a task lists or anything like that, a weekly planner. The templates are really cool, they get you started. We can start a blank document by just typing in tests. You just start creating a lists and they give you prompts and how to do so. The next lesson, we'll just dive into it a little bit more. I will show you how to flesh out an entire list or workspace and really get you started. First step, access it via either three channels, web, desktop or mobile. 4. Getting Started With Workspaces: Assuming you've joined taskade by downloading the app or using the web browser version, or just hop straight into it by creating a list? Here's some starting points for you to really think about as you get started with taskade. Here's my general workspace. I have my own account for taskade, I have a personal list, the trading room list, and some other stuff that I use just for managing projects or keeping up to date with certain tasks that I do. You can either create a new workspace by clicking here or you can join a workspace. When you joined a workspace, this just means that somebody else created a project management space and they just send you a link either via e-mail or just copied and pasted it and I'll show you how to do that. All you just do is paste in the link and just join the workspace. That's pretty much simple. Some things here to start off with is knowing that taskade offers a series of themes. This is more of a beautification thing if you're more comfortable with something of a unique background, it makes choices is just more fun, which is really cool and it changes sometimes or you can just have a standard background. I tend to use the standard ones less distracting for me, but that's a personal choice. You can also go in night mode, which was really cool. Or you can just go back to the standard one or you can install the app. Those are the three main things here. A good thing too, is that if you get lost along way to taskade offers feedback so you can just see no message that team of taskade and they'll get back to you with some answers to your question and I think that's a really cool personal touch. Then there's also some unique resources here that you can go to figure out more about taskade. Really neat thing is that you get an inbox so if folks have messaged you on a particular workspace like here, it shows up in your inbox section. You can see here I was chatting with the co-founder of taskade Diones about some preliminary notes to this class, really talking about design, what goes into taskade from a design perspective, the user-interface, how they keep current with collaboration tools and things like that. This was a unique way for us to really write down who's attending it, what was the agenda of our meeting, the topics of discussion, some task items, and for me to organize some notes. Again, I can copy this link and just share it with someone else or I can just allow them to just view the link and only chat and comment and join the calls or if you edit the link, you can allow them to really collaborate even more on the workspace. That's a really unique way. The Start section just shows lists that you have started individually so you can get to them easily. This works if you have like maybe a 100 plus lists, you're super productive and using this aggressively and things are scattered. If you started things, it'll just show up here in this priority inbox, if you will. Then you have your list of work spaces here. You can also drag them down by prioritizing what's more important or what least important. For us, for starting out, you can create a new workspace. Let's say here, I'm just creating a skill share new workspace or something like that or skill share test. You can categorize it. If you have a thing where you want all of your revenue producing items for your business or revenue producing work spaces you can color code them by green or you can have something else just for workers. Employment type of workspace, you code them as purple things for, if I'm looking at commodities or if I have a particular workspace just for equities, I can color code them accordingly. I think that's a really unique way of keeping organized by category in terms of creating work spaces. Let's just make this one green. You can also add a little cool emoji if you want. Here you create the new workspace. You can invite others. One thing that I told John is that when I'm inviting people to my training workspace, via e-mail, sometimes I don't tell them, they just get this random thing in their inbox saying, hey, you've been invited to join Dominic's workplace on taskade, click here to join in, and it gives me just access to the workspace and they're like, what the heck is this? It'll be a neat way for me to create a more personal touch or a note, I think that'll be really nice to really lessen the learning curve and provide a more personal introduction to folks that are just blind testing this from the get-go. I can do that just by inviting them by a link, just copying it, and including my own personal message in the email or whatever. There's two options, but sometimes if you have a username or email address, it's just quicker if you just have that little box that adds a little description of why you're inviting them. A neat, cool thing here is that you can just enter also their username. If they're on taskade already then invite them to your workspace. This is how it looks when you get started. Again, you can also invite, you can have little options here, like you can manage members. You can enable notifications here. You can have a notify me for all new updates on the workspace only when you're mentioned or just ignore. You can specify your mobile notifications and your browser notification so that you're not inundated with stuff, especially when you're on the go, and maybe if you're logging in frequently and only when you're on the go you want notifications on updates on your workspace. I think that's a really cool feature to have. Here you can create a new list on this workspace so let's just say we want to do a task lists. Really simple. It just gives you a template to work off, if you want a weekly planner task aid also provide the templates organized by dates of the week. You can also include meeting notes by attendees, your agenda, and then they have a whole host of new templates that I talked about in one of the other classes. You can have meeting notes, project overviews. Have it. Let's just say we wanted to create a bullet journal. I think that's really cool. It shows you things to do, phone calls and e-mails. This is just a starting point for you to work off, and if you want to use a template, you can. You just add it to your workspace there. Give it a second and it comes through. If you want to do the chat feature, you can add people to your bullet list and so on and so forth. Start by doing this creative workspace, fresh off the box, and just start navigating it slowly by slowly. As you get to see it, it's pretty self-explanatory. It's easy to use. But just as a central point, this gives you some of the main items on a taskade page, and how you create a workspace, how you invite others, and really just get started. Next class we will dive into more about productivity hacks on taskade by using the use case of my training group. 5. Prioritize Workspaces: One thing I want to show you before we hop in to the trading desk, is how do you manage and prioritize different lists and tasks and workspaces on Taskade. When you get into a workspace, let's say for example, the trading desk, you're presented with your recent lists. For here you can see I have client services and 2019 trade ideas. It's only two so far since I'm new to this, but as I go along, I imagine way more lists and workspaces building out, as I build a team, project manage, and assign and delegate different tasks. If you're managing a business or you're trading, or you're doing whatever or managing your life, you have multiple facets involved in that, and you want to find a way to prioritize and keep track of different changes. One way of doing that is by starred. Starred allows you to float everything into one central corner. So for example, if 2019 trade ideas are important to me, which it is, I star it by entering the workspace. A good way of doing that is just starring it here. That makes sure that it's accessible in this save inbox, if you will. So all my important items are here. If you go back, you can see that a good way of also doing it is by going to archives. Let's say for example, here you can see this little thing here, is a progress status, a status report in a way, it shows you that this is probably about 10 percent completed, based on some of the assigned task, you checked off items that we'll dealt with looks a little bit more. If you go into client services, let's say that that's something that's already done with, I can archive that. It's taken out of my recent tab. When I go to archive, it shows that it has been completed and I can always revisit it down the line. This is one example of retracing your steps. If you go back into client services, for example, and you see that you made a poor decision or something was misaligned or you had some success along the way. You can go in there, retrace your steps by seeing who was assigned a particular task and really flowing through that project to see whether or not it was efficient and productive. You can also restore it if you've deleted it. That's a good way of doing something. In restoring it, just puts it right back into the recent right. If there's something that you missed or, something that you want to further develop, you can always just take it out of the archive tab and back into the Recent tab. Then a good way of also managing your lists in your workspace, is you can always edit the workspace, you can manage your members in the workspace, over here you can see that I've got two of my traders here as well, and I can manage them accordingly. You can also set your notifications by email, by whether or not you want to get mentioned or ignore certain things, and you can segment them. Your notifications by e-mail, mobile, or browser, and I think that's really nice. Another way of doing it is, you can also see your notifications that are archived here and you can also delete the workspace by clicking on that settings icon. You can also invite others to join a particular workspace or you can create a new list within this workspace. That gives you the templates or a free-floating theme of developing your own customized workspace. That's just a broad overview of managing and prioritizing different tasks on workspaces via the Taskade App. 6. My Trading Desk on Taskade: Now we're ready to enter the trading desk. I've got one list [inaudible]. Good timing here. Here you can see how the notification works, real-time. I'm getting a reminder that one task is due to upload this Skillshare class. That's funny, but let's go trade into the trade ideas. By now you can see that all the prior lessons have given you some roadblocks or building blocks into building your own workstation. I've shown you how to prioritize different things. I've shown you how to shift in and out of different workspaces, how to integrate with the calendar. How to even change different themes and really make it customizable. It's all about how you figure out your best way of being productive by using a workspace. It's totally up to you. But the good thing about Taskade is out of offers flexibility and it has an intuitive design that allows you to tweak and really make the best use of the platform. One of the motivations for me creating a trading desk using task aid was that I'm hyper-focused on one market or I'm looking at one area but I really don't have the extra resources or even the brainpower sometimes to really shift through different markets to generate trade ideas. I'm operating around the clock, a cover a lot of times commodities at trade 24-7, I essentially and it was very hard for me to just tap into the expert insight that I've got with some really close friends of mine that are in-tune with the markets. One covers a lot of effects and other one does a lot of credit. Another one does a lot of equities and for me throughout my career, I've always built this infrastructure of a multi-frame work, a mosaic approach to understanding the market because I figure when you're hyper-focus on one area, it's very easy to miss out on inner market relationships. One market might be telling you one signal and that has implications for another market. You really have to be in-tune with multiple different asset classes across the globe and I think that a multidimensional framework is very important for investors and it's something of a decision-making skill that you can apply for anything else. If you're managing a business, it's good to operate in terms of a board council, have multiple people share insights from different areas of businesses that can allow you to become a better entrepreneur. If you are prioritizing things around your life, it's important to include friends in that framework because a lot of times what you do influences the abilities of others to have an impact on your own personal decisions. A collaborative approach allows you to not be one-sided, but to involve multiple facets of different projects and ideas. Going back to this, it's important when you're collaborating to set three guidelines or three approaches, you want to start with your guidelines. You also want to delve into what you're actually doing, in this case, it's research and then you want to actually produce ideas or decisions off of that and you want to have assignments. Keep everyone accountable for the decisions and foster community of challenge of idea seeking and accuracy over confirmation which we talked about earlier. The guidelines for this workstation or trade desk was, we're going to present trade ideas and monitor market developments throughout the year of 2019. We're going to create an open board to share market color, charts, vetting of ideas, and we're going to combine multiple sources, track our progress, like trade performance and the value of the ideas throughout the course of the year, and arranged group check-ins and utilize the chat notification functions on task key to keep pulse of global market moves around the clock. That's pretty simple. It's just an open format, collaborative and it's not for confirmation. It's always about sharing the best resources and tapping into the insights of our members. A cool way of just organizing it. This is cumbersome if you're just scrolling through and looking at lists. I don't like this one in particular, but the cool new feature that Taskade offers is dynamic visuals. You can click from this to action view, for example, and if you have multiple things with due dates, this is really nice to see, a calendar approach of what's due, what's upcoming, different comments, and more on each different task. I tend to not use that because I've not very calendar oriented. I love the board view in particular because it allows you to scroll right and see different segments of lists in your workspace side-by-side which is really nice. Here you can see the guidelines. You can always revisit that. I would level ways to pin this. I don't think they do that, but you can fold it and unfold just to hide it and create less clutter. You can see here that the research was really on point and timely, to say the least for this group. I spoke with my friend who's a retail analyst. She covers a lot of credit. We talked about the retail space and some of the struggles going on there. It was very timely right before Macy's reported a really somber Q4 retail environment here in the US and that cause a drag on the entire sector. We were ahead of that and I think that was really cool. We looked at relative performance on different dollar stores versus the broader retail segment. We're really chimed in together. We challenge each other and you'll see that in the chat feature as I go along, I also looked at the NYSE composite which is abroad index of the stock market if you're interested in that. A lot of good research here and we also produce ideas out of that. So from the research was a breeding ground of ideas, just sharing charge sharing links, sharing some insight, and then from that we have some trade ideas. Some of them are bespoke and some of them are linked to specific things. A really nice thing is that you can add a comment to it. For example, a companion article on that idea. You can also add attachments very easily by just clicking on the more icon. You can also add a comment and things like that on the attachment part if you want to add an additional attach you just click on here and the two attachments to add more and for me, I like to add just charts and visuals to it. Just support the idea or get the idea even further and then the assignments part is where you can go ahead and get things done by assigning a particular tasks to folks. For the people that involved my training does I just assign them by different segments. Trader one was credit insight. That's my friend who does a lot of equities and occasional musings. For me, I provide a lot of macro color commodities and market relative trends and my other friend does a lot of FX and commodities in particular. Together it hasn't been as collaborative as I want. But the value of it has been very, very strong and timely and I think that we're onto something if we keep this current and fluid and allow Taskade, offer us the platform to be able to share ideas, collaborate, and produce better trading results over the long-term. 7. Collaborate Using Chat Features: Lastly, I want to show you some additional features that I find pretty unique and useful using the Taskade app. Going back into the trading desk, I want to show you the chat function. A lot of my friends, especially when I invited them to join the group, there were like, what is this, what are you up to, what is Taskade? It was difficult. I would love a way, and I spoke to John about this, of producing a little note when you add an invite, but I guess you can still do that by just copying the link and then sending it to whatever message platform or text message to your friends, and explain it further there, but the email link, I think it's really cool from an enterprise or more professional perspective, have a nice designed structure format explaining what Taskade is about, why I'm inviting you, and what we hope to accomplish. The good thing is that, when they land to the page, they'll see the guidelines anyway, but some people, the learning curve is pretty much steep and it takes a while for people to adopt a new platform, especially when it deals with collaboration, chatting, and getting things done. Speaking of that, a lot of folks, what I've learned, especially for my trading desk, is that, they're not as open to discussing trade ideas and collaborating when they're not really in tune with everybody else in the group. The struggle from a leader's perspective is getting everyone aligned, and knowing that everyone is in it for the same reason, and it's not a one-off approach where you're dealing in secret. You could think about this also when you are using Slack and it's enterprise environment. I think I've heard this somewhere in terms of stats or a user interface, arguments that a lot of people on Slack tend to use it just for private channels, where they chat with one another, and they don't use the community platform to engage and actionable ideas and manage tasks and projects. We tend to work in silos even when we're working in groups, and that can be a pain to the process of productivity and collaboration. That's something I have to work on, getting everyone involved and syncing people together. It's a diplomatic approach, and that's a very special skill that will take a while to develop. With traders in particular, we tend to stick to ourselves, so that's more of a behavioral change that we'll have to adapt to. In the meantime, John and Dionis, the co-founders of Taskade, actually said that most of the activity that happens on this app is via the chat feature, and here I'm going to unhide it to show you. The chat feature is really interesting, because you can also do the same things you are doing here. You can attach files, you can even use emojis, you can dial and video with your group, which is amazing. A lot of that just streamlines the process and get straight to getting the work done, and we engage in some really high-quality discussions. We're comparing ideas, we're aggressively discussing industries and my friend is developing models. She's sharing it. The quality of discussion here was very, very high. One thing that I have failed at, is not being able to synthesize these chats and really put it into the research. I tried here, putting the retail sales struggles that we talked about. 8. Summary: Welcome to the end of the class. This was really fun to put together because I was able to sample the product of Taskade using my training team and we're off to a slower start than usual, but I figured it was nice to play around with some of the tools and I think it increased our productivity and allowed us to really communicate one-on-one and share ideas and highlight some of the most timely and most quality driven research. We engage really well on Taskade and I'm thankful for that. There are still a little tweaks along the way that we saw, additional features that could be added, but Taskade is still in the early stages and it's great to just see it flourished. Over the past year or so, they've continuously add new features and adapt to the needs of their users. I want to summarize this class. It was a test drive and we use collaboration as a means to increase productivity. In the beginning, we walked through some of the philosophical ideas about working in silo and how that can be disruptive to the whole process of innovation. You're going to rely on others for their insight. In order to do so, you have to delegate certain tasks that you don't have the capacity or sometimes brain power to do. For example, in my situation as a lone trader occupying just one area of the market, I like the mosaic approach, understanding different areas. My team consists of members who are experts in their own given areas. They also thrive by communicating and sharing ideas across different markets. Tapping into that unique diverse viewpoint of expertise allows me to become a better trader. My next step is tracking that process over time and being able to go back and see where the mistakes were and how we can aggressively correct for them by allowing more of a diverse, not only collaborative, but at times competing viewpoints, and allow it to create this friction that thrives for accuracy rather than a confirmation if that makes sense. I think that's a decision-making process. Again, you have to have the ability for folks to actually participate as one and that's something that I'm continuously working on. The second is that we're going to organize projects in one central workspace. I think I've shown that well by using Taskade as a platform for you to organize your workspaces, keep everything in sync and also operating on multiple platforms, whether it be your mobile device, your web browser or your desktop app. Everything is kept in sync and you saw how the notifications work, which is great. I think that central workspace just from the start is something that's going to get you started on a good path towards creating a productivity system. The third is using Taskade features to interact with teams, whether it be the chatting function, the video function, the real time editing features, things like that, I think allow you to really streamline your productivity system and really get rid of the clutter and get rid of the miscommunications along the way. That's something that email can't do. Also with Slack and other apps out there. They're very good with communication, but they're not good at managing projects and keeping everyone aligned and on task. I think Taskade allows you to combine all those efforts, not only in communication, the task list and the project management, but also that area of decision-making and keeping track of everything within mosaic approach. You can see that in the intuitive workspace that allows you to be a visual thinker and a communicator and also in a sense a project manager by allowing your team to interact and really keep track of the results over time. The fourth part is planned for consistent workflow. I do this by setting number 1, the guidelines or the terms of service right off of your community, creating this culture of collaboration from the start. Number 2, what you're going to do then move through the discovery process and that's going to be customized to whatever you do. For me as a trader, my discovery is in the realms of research, producing great research, understanding what the market signals are and that allows me to link that macro case to some trade objective or trade idea. That discovery process is crucial. It's the product part of your decision-making. Let's say you're organizing a meeting, you set the guidelines for that meeting, then you have a discovery that's the collection of all the ideas that came out of it. You want to synthesize that as best as you can. Then you move on to the decision-making process, which is the assignments component. That assignments component on Taskade will be the part where you're going to add a particular user. I showed you that future where you can list off when they completed a project. For my example, my assignments whereby expertise, so one trader did credit, another trader did FX, another trader was commodities, my role was more macro, equity, things like that. As you produce ideas, you want to check off whoever's completing those assignments. For my case, it wasn't really a thing where people are contributing to a project timeline. It's their assignments of contributing ideas on a consistent basis and that's something that we're going to measure over time. Maybe for follow-up class, I'll show you more how to measure and synthesized to create consistent workflows that produce outcomes that will be more skewed towards your favor. That's something that's a work in progress but I think once you have that system in place, it will allow you to do much better work. The fifth point is going to prioritize work and track your progress. The prioritizing work part is great when I showed how you can swap in and out, moving workspaces by order of importance. You can star them and that's all showed up in your starred category. You can also archive and Taskade does a great way of organizing your inbox. I think that's a great. You want a repository of some of your best workspaces or your projects that are on task and you want to get rid of things that have been completed or things that you want to get to at a later point. That's a dynamic prioritization that I really, really like. Number 6, overseeing the project with visual workflows. I had mentioned this in my previous course on an intro to productivity, where we touched on Taskade a little bit. But as a manager or project manager, you tend to have the idea of wanting to get into everything, it because we don't really trust when people join our workflow. It's very difficult or it's very easy to be in the spirit of micromanagement and that stifles innovation. Micromanagement is a method to make work a lot more silo because you're the one that's in everything and you don't allow your team to flourish by having that freedom, that independence to own a particular tasks while everyone is on the same page. That creates a lot of friction and it's unproductive. Visual workflows, that way that I was able to scroll left or right by having those dynamic action views and board views. That's an easy way for you to have total visibility from one standpoint as a manager. You can see how people are doing. You don't have to constantly check in. Everyone has this transparent workflow on Taskade where everyone's on the same page. It doesn't mean that you have to be the manager by being the sole task maker, if that makes sense. You can be a manager by stepping back and having that visual workflow as your dashboard of controlling outcomes. Number 7 lastly, I want you to share and create your custom productivity system. Use the building blocks of each class to flesh out your own custom system. It's really up to you based on how you want to use it for your best advantage. When you do, I want you to showcase that in the project section. The top winner will receive a year of sealed share premium which is really awesome. Then the second, the top three winners or so, I'll pick out to have one-on-one guidance with Taskade co-founder who you saw in the intro video, John Xie. John along with maybe his co-founder Dayones, will walk you through how to build a productivity system or workstation on Taskade for the year ahead. I think that's an awesome feature to get that one-on-one guidance. I know I'm going along, but I think this course is really good. I want to follow up and I want to produce more of those training outcomes and really see it flourish and use it to the best of its ability. With that said, thanks a lot for joining and feel free to leave a comment, get in touch with me and share your projects. I'm excited to see it.