11 Rules for Remote Work Etiquette

Lionel Valdellon
ART + marketing
Published in
5 min readDec 29, 2016

Back in the day, there used to be books written about propriety, politeness, and manners in any sort of social circumstance. But what about today? Where is the Emily Post of digital society? And what might she have to say about the etiquette surrounding remote work and digital communication?

If you’ve started using a project management tool like Wrike and are wondering about “proper manners” when collaborating with remote team members, then allow us to suggest these 11 rules of remote work etiquette. They’ll work in Wrike or any other work tool. Incorporating these rules into your daily work should smoothen collaboration and make it much more pleasant for your team, no matter where they may be working.

1. Don’t assign a task without complete context

You must ensure that the people you assign tasks to have access to the parent task of anything delegated to them. If all they can see is what’s in the task, then they may not understand how this cog fits into the bigger machine, including the goals of the larger task. If, however, the parent task contains confidential information, then proceed to rule #2…

Zooey Deschanel argues for better context.

2. Don’t assign the task until the description is complete

Otherwise the assignee might get notified, and click into an empty task! Think they’ll come back to check if the description is completed in ten minutes? More likely, they’ll just move on to the next job. So before you assign someone, provide as much context as possible within the task description (if you cannot share the parent task with them).

Friends argues for better planning.

3. Reassign a task to yourself when taking an assignment

By assigning yourself to a task, you’re making yourself accountable for completing this piece of work and showing the team this task is yours. This way, two people don’t end up working on the same thing and unknowingly duplicating efforts.

Wayne’s World — probably not the best example of accountability in pop culture.

4. Start the timer when you begin working

If a task is too minor to assign yourself to, one way to announce that you’re working on the task is to start the timer. It’s also a good habit that helps when you need to generate a report on time spent working on a project.

In Wrike, starting the timer helps you record billable hours. It also tells teammates you’re working on something.

5. Pass the baton with the @mention

A really simple tip: @mention the assigner that you’re done working on your part of the task so they can continue with the next step. It’s just common courtesy: “My part is done, colleague; back to you!”

LOL J/K — how NOT to pass the baton to a teammate.

6. Update your attachments properly

Instead of uploading multiple copies of a file and having 13 different attachments all named “sales-deck-final.pptx,” use the “upload new version” feature in Wrike. This ensures that you only have one attachment that’s properly versioned (sales-deck-final.ppt v.13), eliminating confusion for all involved.

The file naming conventions of inefficient designers.

7. Always @mention the person you’re conversing with

They won’t know you’re replying to their comment unless you properly identify them. This is the @ mention feature. Don’t be afraid to use it every time you add a comment to the discussion. There’s no such thing as overusing the @.

Always @ mention your teammate if you want their feedback.

8. Don’t expect instant replies

This is especially important when your teams are in various time zones: don’t expect people to reply instantly to your messages in your work management tool. Task comments are not a live chat, after all. When you send an @ mention, move on to another task and keep an eye on your inbox for a return @ mention or task update.

Stop using the comments section on your tasks as a platform for attention.

9. Reframe open-ended questions as multiple choice

If you write questions in the comments section of a task, don’t force people to answer in essay format. Instead, rewrite your questions as multiple choice so it’s easier for the other person to respond, and you can proceed more quickly.

Why ask for essays when you can give them artistic multiple choice?

10. Don’t complete a task unless there’s no more work to be done

A simpler way to say this is: if you don’t own the task, don’t close it out. There may be other people who need to work on it and if you mark it complete, they may not be able to find it again. If it’s taking up space in your workflow or Dashboard, then once you’re done, unassign yourself from the task to stop following its progress.

Unassign yourself to a task and say goodbye. It’s the manly way.

11. Never delete a task!

Unless it’s a private task you created just for yourself, don’t go deleting tasks. Other people may need them one day. Instead, complete them, or archive them, so your coworkers can still find them.

Eternal Sunshine of the Spotless Mind had one good takeaway: deleting is bad news.

There you go! These 11 rules should make collaborating with remote teammates a breeze. If the above was TL:DR, then here’s a single general rule: better to over-communicate than under-communicate when working remotely. Happy collaboration!

And if you really want to collaborate efficiently, then use the right software. Sign up for a free Wrike trial.

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Originally published on the Wrike blog.

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Lionel Valdellon
ART + marketing

Content marketer, mobile marketing enthusiast, productivity nerd, composer, husband, parent, & electronic musician. http://writerlionel.wordpress.com