To effectively visualize and manage orders in Teamhood, we suggest you use the Kanban view. Here, you can structure even the most complicated process and track each order as it gets delivered.
Below you will see a live board example of order management board. Explore it on your own or continue reading to learn about the specifics.
First, you will need to set up the Kanban view for your process. To do so, use rows and statuses (columns).
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 quarters:
Next up, use statuses to visualize your process. Here you are creating a list of steps each item goes through to be completed.
You can edit the statuses (columns) here Settings -> Workspace -> Boards -> Workflow.
We suggest you group the statuses by their stage – Input, In progress, Output. And then expand each of these stages into more specific steps your team uses. In the live example, we have the following process:
You may have noticed, that the ‘Working on’ status is a little different from others. It has its own child status group. This means, that you can visualize both parent and child items on the board.
This is especially useful for order management, as it allows to divide larger orders into smaller tasks and track their individual progress.
To add another level of information to your board, use Tags on items to represent clients. You can create tags right on the item card by typing in the new name or select from the ones already available.
When using tags, you will be able to sort or filter the Kanban by them.
To sort the Kanban view, go Customize -> Group By -> Tags. You will see all the items grouped in rows based on their assigned tag.
To filter the Kanban view, go Filter -> Tags. You will only see items that have the selected tag as long as the filter is active.
Lastly, open the item details and add a budget to each of your orders. This will be visible in the Kanban view and allow you to evaluate which order should take precedent in a tight situation.
Moreover, you will be able to analyze the data with custom Dashboards.