Smarter Week

How to automate it

How to automate “coordinate cross-team projects and keep owners on track”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, every day
45%
of the time can be automated
Some setup
to set up

Fix 1 of 2

AutomationBest fix

Make the project tool chase updates and summarize them for you

Asana, Jira, Linear, Monday and ClickUp can ask owners for a status on a schedule and use built-in AI to summarize progress, so you stop chasing people one by one.

Typically saves about 50% of the time2 h to set up
  1. 1Make sure each project lives in one tool with a named owner and a due date.
  2. 2Turn on scheduled status updates or reminders for owners (Asana status updates, Linear project updates, Jira automation, Monday automations).
  3. 3Use the tool's AI (Asana AI, Atlassian Rovo, Linear, Monday AI, ClickUp Brain) to summarize status across projects every Friday.
  4. 4Read the summary and only follow up on items that are red or missing.

Tools: Asana · Jira with Atlassian Rovo · Linear · Monday.com · ClickUp

Fix 2 of 2

Process fix

Keep one list of delegated actions, each with an owner and date

Follow-up time drops when every delegated item lives in one place that the owner updates, and you review it at a set time instead of asking around.

Typically saves about 30% of the time30 min to set up
  1. 1Create one list or board: action, owner, due date, status.
  2. 2Every time you delegate something in a meeting or message, add it before you move on (or let your AI notetaker add action items).
  3. 3Ask owners to update status themselves.
  4. 4Review the list once a week, or in each 1:1, and close or re-date items.

Tools: Asana, Linear, Jira, Monday, Todoist or Microsoft Planner

Quick wins

Have you tried…

Does your project tool ask owners for status updates automatically, so you don't have to chase?
Asana, Jira, Linear and Monday can remind owners to post a status on a schedule and use AI to summarize them. You read one summary and only follow up on what is late.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Chiefs of Staff