Begin with the smallest set of fields needed to complete the job. Each field should have a clear meaning and an example value. You can ask an Agent to propose a structure, but the team should check that it matches the way the work is actually managed. Learn more: Kylon Apps.

What to do

  1. Write three realistic example records.
  2. Identify the information you need to sort, compare or act on those records.
  3. Define status labels and required fields so teammates use them consistently.

Example

For project tasks, use title, owner, due date and status. Define blocked as waiting on a named dependency, not simply unfinished.