PROJECT MANAGEMENT
Create a shared task list
Features & integrations used:
🌊 WORKFLOW
💬 CHAT
Summary
🔨 FUNCTIONS
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Convert messages into tasks
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Monitor task completion rate
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receive real-time status updates
💡 RESULTS
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Reduce follow ups
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Social accountability
🤼 TEAMS HELPED
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Management
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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:
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A combined todo list with everyone in the company – this works well for smaller organizations with high transparency & collaboration between teams.
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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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