Managing Hybrid Projects

If you are looking to use a Hybrid project management approach with Teamhood, you will need to set up 2 views – Gantt and Kanban.

The Gantt view will be used for planning your items and seeing the big picture and the Kanban view will be used to track item progress through to completion.

Follow the link below for a live example or continue reading to learn more details.

Gantt view

The first thing you will want to do when setting up your hybrid workspace is to prepare the Gantt view. To do so, you will need to add Rows and to Customize the view for your liking.

Gantt Rows

In Teamhood, Rows are used to categorize your items. This can be based on their delivery cycle, team, department, client, etc. Use something that works for your team. In the example, you can see that rows visualize different sprints and groups miscellaneous infrastructure tasks:

  • Sprint 0
  • Sprint 1
  • Sprint 2
  • Sprint 3
  • Infrastructure
Screenshot 2022 05 19 at 10.58.07

Customize Views

After the initial row structure is set up, open the ‘Customize’ option available at the top of the Gantt chart.

Here you will be able to pick:

  1. Which fields are displayed on the left side of the Gantt view.
  2. What you want to be shown.
  3. How you would like to group the items.
  4. Define the scale of the Gantt view.

The ‘Customize’ menu can be accessed at any point and is available for multiple views. So, remember to use it when analyzing and overseeing data down the line of your project.

Screenshot 2022 05 19 at 11.04.40

Add your items

That is it, your structure is set up and you can start adding items to the Gantt view.

Useful tip – If the item is already in the list on the left, you can press on the Gantt chart where you want the item to be scheduled.

Kanban View

As the project is planned out, you can switch over to the Kanban view (top of your screen) and set up the process for the team. Your team will use the Kanban view to track the daily progress of all items and collaboration.

The Kanban view will automatically have the same rows and items as the Gantt view. The only thing left to do is to set up appropriate statuses (columns).

Kanban Statuses

In Teamhood, statuses represent your team’s process. Each status is a process step an item goes through before it is finished.

You can edit the statuses (columns) here Settings -> Workspace -> Boards -> Workflow.

We suggest you group the statuses by their stage – Input, Work in progress, Output. And then expand each of these stages into more specific steps your team uses. For example, the Input stage could be divided into – New, Planned, and Priority.

In the live example, we have the following process:

  1. Input
    • Todo
  2. Work in progress
    • Doing
  3. Output
    • Done
Screenshot 2022 05 19 at 11.15.47

The example above is quite straightforward. So, here is another one that gives you more of an idea of what the columns could look like.

  1. Input
    • New Issues
    • L1
    • L2
  2. Work in progress
    • Resolution
    • Acceptance by Requestor
  3. Output
    • Resolved
Screenshot 2022 05 18 at 11.23.20
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