ActionOrder is in pre-launch.

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Managers of remote teams

Hand it offwith everything you know.

Delegate a card with its prep, a note and a due date. It lands ready to act on in any time zone, and the result comes back as a card.

A team member writing a handoff note next to her laptop

The situation

Why handoffs stall on a remote team

Alex manages a 9-person remote delivery team spread across four time zones. Handing work off should free Alex up, but “Can you take this?” usually arrives without the history, the numbers or a first draft.

A handoff works when the context, a first draft and a clear way back all travel with the work.

Lands with Jordan, project coordinator · delegated by Alex, with a noteExample
RunClient delivery · ~25 min

Sandpiper’s project plan is due Thursday.

A 6-week website rebuild, the team’s largest new project.

Prepped for you
History
Sandpiper’s last project ran 2 weeks over, mostly waiting on content.
Kickoff notes
Sept 19. Three must-haves: online booking, a blog and Spanish pages.
Draft
A project plan from the team template, with tasks, owners and estimates.
Next steps
Check the estimates with Priya (5 min). Confirm the launch date with Alex (1 min). Share the plan for review (2 min).

How it moves

How a handoff travels

  1. Delegate with a noteAlex taps Delegate.
  2. It arrives readyThe card lands in Jordan’s feed with the kickoff notes, the template, past projects and a first draft, ranked alongside Jordan’s other work.
  3. Questions come back as cardsThe template’s estimates are a year old, so Jordan asks which to use.
  4. The loop closesWhen Jordan finishes, a card goes back to Alex with the plan attached, and Jordan’s logged time sits on the card next to its estimate.

Prep

What travels with a delegated card

How prep works
Context

Every record the card was built from: the project in Asana, the kickoff notes, the client thread and past projects with the client.

Analysis

What’s at stake and why the card ranks where it does, so the teammate can see how it compares with everything else in their feed.

Research

Anything looked up along the way, like comparable projects or the client’s recent news, with sources.

Draft

The first draft and a short checklist with time estimates, with the delegator’s note and due date on top.

Build path

Then fix the source.Put current estimates in the project template.

Each step is assigned, with the evidence attached. When it’s done, ActionOrder measures what changed.

How the Build path works
BuildOptimize · 3 stepsExample

Put current estimates in the project template.

5 delegated planning cards came back to Alex this quarter with questions about estimates. The template doesn’t answer them.

5planning cards handed back or questioned this quarter
38%average gap between estimated and logged time on last quarter’s projects
  1. 1Update the template with estimates from last quarter’s logged time (draft ready)JJordan~30 min
  2. 2Check the estimates for design and QA tasksPPriya~20 min
  3. 3Approve the template and share it with the teamAAlex~10 min

What changes

What changes, and how you’d know

What to watch

Hand-backs for missing context

Delegated cards returned because something was missing. Before the template update, planning cards made up most of them.

What to watch

Done by the due date

Delegated cards finished or answered on time, shown in the team view next to how long each one waited.

Questions

What managers ask.

What if my teammate isn’t on ActionOrder yet?

The delegated card is their invitation.

Will they see data they shouldn’t?

No. Prep follows each person’s permissions, so sensitive data reaches only the roles you allow, even on a delegated card.

See it with your own teamwhen ActionOrder opens.

Join the waitlist and we’ll email you the day it opens.

In pre-launch · Free plan planned for up to 3 people · Every integration included