Planning
Manual Work Tracker
List the repetitive work before deciding what to automate.
EDITABLE WORKSHEETPlanning
What this guide covers
List the repetitive work before deciding what to automate.
Sections
- Capture the tasks. Record every recurring task for one representative week.
- Frequency and effort. Note how often each runs and the observed handling time per run.
- Owner and rework. Name who is responsible and how often the task fails or is redone.
- Suitability read. Mark each task simplify, standardise, or review for automation.
- First candidate. Pick the highest frequency-times-effort task that has clear rules.
Worked example
Fictional task: A service request arrives by email, is copied into a sheet, assigned and chased. Frequency 20/week, handling time 6 minutes.
How to use it
Download the editable file, fill it in with a real task from your own work and revise it once you have tried the process. The guide is meant to be used, not filed.
This guide is educational material. It is not legal, security or compliance advice. If your work touches regulated data, involve the right professional before automating.
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