PROJECT MANAGEMENT

Create a shared task list

Features & integrations used:

🌊 WORKFLOW
💬 CHAT

Summary

🔨 FUNCTIONS
  • Convert messages into tasks

  • Monitor task completion rate

  • receive real-time status updates

💡 RESULTS
  • Reduce follow ups

  • Social accountability

🤼 TEAMS HELPED
  • Management

  • Remote

STEP #1

In the Workflow Library, Create a simple kanban workflow.

STEP #2

1.Connect Kanban workflow to a general Group with your entire team, or a Group where it is most relevant.

🤿

 

DEEP DIVE

Kanban boards are simple project management tools that help visualize progress & workload. Each component is a task, which moves through stages starting from Backlog (where all unfinished tasks are stored), to Doing, to Verifying when a peer/manager verifies completion, to being completed in Done.

 

A common rule when managing workload is to limit the number of tasks in doing to 5 per person.

🤿

 

DEEP DIVE

There are 2 ways to set up these general todo lists:

  1. A combined todo list with everyone in the company – this works well for smaller organizations with high transparency & collaboration between teams.

  2. A todo list for each department – Better for bigger organizations with completely different functions for each department.

STEP #3

1.Get notified whenever an activity occurs i.e. new tasks, new assignees, new attachments, task completions, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.

STEP #4

1.Click view details to learn more about a task or click View Workflow to get a bird’s eye view of what everyone is doing.

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