Commerce to Manufacturing

When managing multiple teams with different processes in Teamhood, it is best to use several boards. This is why in the following example each team gets to visualize their process individually.

The workspace contains 2 boards – Commerce and Manufacturing.

Commerce

The first board is dedicated to Commerce. This is where the team registers, analyzes and confirms new orders.

Rows

The Commerce board has two rows – high priority and normal priority. It allows the Commerce team to sort the new items according to their urgency.

Statuses

The Commerce board carries the following Workflow:

1. Input
   • RFQs
   • Orders
2. Analysis/Design
   • Analysis
3. Ready for Manufacturing
   • Ready (transfer to MNFCR board)

So, as a new request or order comes in, it is first placed in the ‘Input’ status. Then, a person on the commerce team investigates the item in the ‘Analysis’ status. And finally, as the order is ready to be scheduled, it is moved to the ‘Ready’ status.

Once the item is ready, a person responsible for board management moves it to the Manufacturing board.

Manufacturing

Since both teams use individual boards, the setup of the Manufacturing board is different and answers the specific needs this team has.

Rows

The board is divided into two main rows – Manufacture Group A and Manufacture Group B. This separates the two teams that are working on manufacturing and allows them to manage their schedules individually.

There is an additional row named Unscheduled. Which contains items ready for manufacturing, but not yet scheduled for any of the teams.

Statuses

The workflow structure is also different for the Manufacturing team:

1. Input
   • Ready
   • Next Up
2. Work In Progress
   • Request
     1. Child Item Todo
     2. Child Item Done
3. QA
   • Internal Review
   • Customer Review
4. Output
   • Completed

The ‘Ready’ status is used for items moved over from the Commerce board. Once a manager or responsible team member prioritizes the item, it is moved to the ‘Next Up’ status.

As the team starts working on the item its status changes again to ‘Request’. This status is special, as it also expands all the child tasks that the item has. Allowing for more accurate tracking of progress.

Next up, the item goes through Quality Assurance and is finally completed.

Tags

The workflows of each team are represented individually, but both teams work using the same data. Items are simply transferred from one board to another when they are ready.

To further categorize both boards, we suggest you also take advantage of Tags. Use them to specify the name of the client and then sort both boards according to the client when needed.

Moving Multiple Items

When working with 2 or more boards in your workspace, you will most likely need to move items between these boards.

Each item can be moved individually or from the quick action menu.

However, it is often more efficient to move multiple items using the multi-select tool.

Project Overview

Lastly, having your project on 2 or more boards does not mean you cannot oversee the full situation. For this, open the Timeline view and you will have a visualization of both boards in one place.

Video Explanation