Projects Prioritization List

To prioritize your project items, use the List view in Teamhood. Here, you will be able to visualize item details and make informed decisions on their priority.

Here is a live example of a prioritized List view, continue reading to learn how to set up one for your team.

Rows

To start setting up the List view, you will first want to add some structure with Rows and Fields.

Rows are used to categorize your items. So that the list is divided into clear sections which can be collapsed and expanded. Common uses for rows are to separate initiatives, projects, item categories, etc.

In our example, there are three rows:

1. Strategic Projects
2. Smaller Initiatives
3. For evaluation

Fields

Next, press ‘Customize’ to edit the fields (columns) visible in your List view.

Once you open the menu, you will see all the default fields available in Teamhood. You can pick which ones are useful for your purpose.

Remember, you can edit the fields seen in the List view at any time. So, if something changes, change the fields as well.

Custom Fields

If you need to add some more information to your items, add Custom fields.

You will see such an option in the ‘Customize menu’ or can navigate like this Settings -> Workspace -> Custom Fields.

With the custom fields, you can choose from 4 options:

1. Text (Text field)
2. Number (Number field)
3. Checkbox
4. Dropdown (A multichoice field with predefined options)

In our example, we see a combination of native and custom fields.

1. Impact (Custom Dropdown)
2. Confidence (Custom Dropdown)
3. Effort (Custom Dropdown)
4. Timeline (Custom Text)
5. Budget (Native)

Tags

Lastly, you can use item Tags to add an additional level of information to your List view. Use them to mark clients, incentives, projects, etc.

To add a Tag, hover over the item name, press on ‘Add Tag’ and select one from the list, or type in a new one. You can see ‘Promotion’ and ‘Marketing’ tags used below.