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5.6 Operations Manager  Task-Driven Team Coordination

Updated

Persona: Sarah, operations manager at a logistics company. Coordinates daily tasks across warehouse, shipping, and support teams.

  1. Morning planning : Opens XNote Home, reviews Tasks Overview (see 2.5.5 / 3.6.5). Filters by "Due Today" to see all urgent items across projects (see 2.11.1 / 3.12.1).
  2. During the day : Writes meeting notes by hand. Spots action items in her notes, creates tasks directly: "Reorder packaging supplies  due March 28", "Update shipping SLA document  high priority" (see 2.11.2 / 3.12.2).
  3. Todoist sync : All tasks sync bidirectionally with Todoist, where her team also works. A warehouse team member completes "Reorder packaging supplies" in Todoist  it's instantly marked done in XNote too (see 2.11.4 / 3.12.4).
  4. Tracking : Uses Sort by priority to focus on high-priority items first. Searches tasks for "SLA" to find all related action items across notebooks (see 2.11.3 / 3.12.3).
  5. Weekly review : Filters by "Completed" to see what got done this week. Filters by "Overdue" to follow up on blockers. Moves completed project pages to the "Archived" folder (see 2.14.1 / 3.15.1).

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