Use columns to represent the process and rows to separate teams, products or projects. Track tasks as they move through the steps to have a clear idea on what the team is doing.
Set up the full project plan in a timeline and draw dependencies. Make sure the work is finished on time. Dependencies can be assigned to both – tasks and subtasks.
Quickly understand the overall progress and identify overdue tasks. Evaluate the workload of each team member. Reassign work to meet your deadlines.
Divide larger tasks into smaller items. Use sub-process to control execution of small items without losing track of full scope of the project.
Keep all the important information and communication in the task details. Write comments with mentions, attach files, set tags, and get all related team members notified when things change. Review all previous actions in the task changelog.
Forget sharing documents through e-mail or any other system. All files attached to tasks are now in one place – review, download and edit together.
Choose which team members can collaborate on tasks and who controls the whole workspace. Different roles allow for easier workspace control.
Quickly review items assigned to you, identify late tasks and decide where to draw your focus.
Stay on top of what happens with tasks you are assigned to, created, or are watching. Check the notification bell or opt-in for e-mail updates on your tasks.
Review the workload of each team member individually and ensure the workload is divided equally. You will see tasks from all the boards and the accumulated estimated hours for each day.
Track live when working on a task or add in time spent later. Review estimated vs spent time to evaluate progress.
See all tracked time for given time period. Group data by the most useful approach – by month, by person, by customer or by project.
Use subtasks to split large work items into smaller achievable tasks. Provide additional descriptions, due dates, files and assign each subtask to a member on your team.
Create the most common work item templates for the team to choose from. You will save time and ensure business process standards are met.
Make the management of repeating tasks easier with the item recurrence feature. Set daily, weekly, monthly, or yearly recurrence and focus on creating new tasks instead of repeating ones.
Quickly review the total progress your team has made so far. Compare how many planned, in progress and completed work items and work hours you have on the board. As well as an overall percent of project completion.
Understand if your team is capable meeting the deadlines by analyzing how many items are being completed on time. And identify any possible bottlenecks by monitoring for how long items have been sitting in progress.
See how long it takes your team to complete a task since its creation. Look for causes if this number suddenly increases or drops. Also check the rate of completion versus the rate of new task creation. If they are not growing together, there may be some issues.
Quickly improve your productivity and project status by checking on the Actionable items feature. Complete the overdue tasks to get back on track and enlist the help of your team to finish items that have been aging in progress for some time.
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