TranskribatorTranskribator
Project managers

Writing a SMART task: an example after a call

Turn a verbal assignment into a SMART task. Clarify the deliverable, checks, conditions, and deadline. Includes an example and a task card template.

The Transkribator team5-minute read
What • how much • when
Worked exampleWorking templateResult check
Clear task wording

SMART clarifies the result, but feasibility still needs checking

SMART is a way to check a goal or task. The common version looks for specificity, measurability, achievability, relevance, and a time limit. Answer the practical questions: what should change, how will you see it, and under what conditions can the work be done?

Verbal instructions often leave expectations unstated. “Fix the report by Friday” does not tell the assignee what to check or who will accept it. A transcript recovers the wording, but it cannot fill in the scope on the requester’s behalf.

Vague assignment
Make a proper database of customer questions.
Verifiable task
By Thursday, compile an agreed list of recurring questions from selected inquiries and flag answers still awaiting verification.
Steps

Five checks before handing off a task

  1. S — specify the deliverable

    Describe the document, action, or change needed. “Work on inquiries” is an activity. “List recurring questions and their sources” specifies a deliverable.

  2. M — define how to check it

    A large growth percentage is only one kind of measure. For a document, check required fields, coverage of selected sources, and completion of all mandatory items.

  3. A — verify the conditions for delivery

    Do you have access to sources, the necessary skills and time, and a way to resolve disputed points? State unmet dependencies explicitly before calling a task achievable.

  4. R — explain why it matters

    Connect the output to a real need. If the questions will update a help page, the assignee will understand why clear wording and verified answers matter.

  5. T — set a deadline and approval point

    Specify the date and, if necessary, the time and time zone. Give the draft and final acceptance separate deadlines if someone else needs to review it.

Training scenario

From a verbal instruction to a task card

Excerpt from a practice recording · 02:05
Go through the questions from recent conversations so support doesn’t have to start from scratch every time. Do it this week.

Fictional example. The instruction leaves the scope, date, and requirements for answers open. Ask which conversations to use, who approves the answers, and what document support needs before treating those details as agreed.

ClarificationCondition in this example
ScopeTen preselected anonymized recordings
DeliverableTable: question, context, source, draft answer, review status
AcceptanceEvery recording is reviewed and every answer has a reviewer
DependencyAccess to the material is provided by Tuesday
DeadlineDraft by Thursday at 16:00 Moscow time
ApprovalThe support lead reviews the answers on Friday
What was saidWhat was clarifiedWhat was agreedDo not substituteThis weekWhich day and what scope?Draft on ThursdayReviewGo through the questionsWhich fields do we need?A table with statuses
Ask about missing parameters instead of assuming them.

Final task card: “Prepare a table of questions from the ten agreed recordings by Thursday at 16:00 Moscow time. Include context and source for each question. Flag draft answers as unverified until the support lead approves them. The aim is to lay the groundwork for the help page.”

The example does not promise 30% fewer inquiries because that effect has not been measured. Ten is an illustrative scope. If access is late, the assignee raises the dependency and the deadline is explicitly revised.

Check the meaning

Distinguish the deliverable from the business outcome

1AssignmentOriginal wording2ClarificationsGaps and conditions3Task cardConfirmed deliverable4AcceptanceCheck against criteria
Clear wording preserves the limits of the agreement.

A table of answers is a deliverable the assignee can show. A lighter support workload is a broader outcome affected by answer quality, page placement, and user behavior. If it matters, test it after launch. Avoid promising it in the task.

“Do it 100% well” says nothing about the criteria. List observable checks: links open, disputed answers are marked, and selected material is covered. For creative or research work, define a reviewable output and scope without assuming the conclusion.

Ask the assignee to explain the task in their own words. If they describe a different deliverable, fix the card before work starts. The call can show where the mismatch arose, but the people involved still need to agree on the clarification.

Template

Task card after the conversation

Template for your workSelect and copy
Deliverable:
For whom and why:
Sources to use:
In scope:
Out of scope:
Acceptance criteria:
Assignee:
Approver:
Access and dependencies:
Draft deadline:
Approval deadline:
What to do if blocked:
Source and timecode:
Clarifications confirmed after the conversation:
  • The deliverable can be shown or checked.
  • The task does not promise an outcome beyond the assignee’s control.
  • Scope and dependencies are explicit.
  • The deadline does not replace quality criteria.
Frequently asked questions

A closer look

Does every task need numbers?

No. You can check for specific sections, an approved option, or a completed scenario. A number without a purpose does not improve the task.

What if the exact deadline is unknown?

Record the dependency and the date when the deadline will be decided. Avoid filling the gap with an arbitrary date.

Can AI write the task?

It can draft from the recording, but check which details were actually stated. Scope, owner, and deadline still need to come from the people involved.

Keep working with the recording