Table of contents
Today we will model service-type agencies that have from 2 to 50 employees and 10-100 projects simultaneously. We will use a single workspace for the sake of simplicity.
Client focus vs project focus vs team focus
You will need to decide what is the main focus of your setup in Teamhood to deliver the most value. Each Teamhood workspace can contain multiple boards. Boards are powerful containers as they can be shared with 3rd parties, and made private. Each board can have a different workflow and row structure. Boards are ideal for grouping similar work items and separating them from the rest. We will cover 3 common cases of how boards can be used, based on which perspective you focus.
Suppose you want to build everything around a client so that you can share data directly from Teamhood or maybe even invite clients to participate as readers/collaborators. In that case, we recommend creating one board per client.
This one is ideal if you have 5-50 clients and for each client, you have at least 10 tasks (mini-projects).
If your agency is sized around 10-25 employees, and you have well-defined teams of different functions, for example, engineering, design, and sales. We recommend either splitting them into different workspaces or boards. As we decided to do everything in a single workspace, we will go for a separate board per each team.
This one is focused on a fairly large amount of projects in parallel. If your agency runs 50+ projects in parallel and each has at least 10 tasks we recommend focusing on project throughput. You should attempt to group/categorize your projects and split them into different boards. Few ideas on how to group/categorize:
If your projects tend to have more than 10 tasks or if you would like to have project-level reporting – go for rows as projects.
If you end up having more than 25 projects per board – go for items as projects. Less reporting capabilities but far more optimized for throughput and visualization.
You can read more about data structuring in Teamhood here.
Each project coordinator or manager should be an admin in the workspace and then the rest of the team – collaborators.
You can invite freelancers or external consultants who are contributing to your projects. Invite them as guests and assign limited collaborator or reader roles. The reader gets access to everything, while limited collaborator is limited to items assigned. Read more about roles and access rights.
The golden standard is to use Tag for customers. This enables filtering and grouping on any view or report.
Still common enables filtering also but takes away visual project grouping not only by the client. We recommend using rows as clients if you are going for a single board to visualize all the projects across your organization.
As explained above, if your clients are
That is very easy since Teamhood’s primary focus is people and their work. Just make sure tasks are properly assigned and/or scheduled. This way, you will be able to leverage Workload view to understand how busy your team is and when you have the capacity for new projects.
For non-human resources such as instruments or machinery, we recommend using tags. This way you will be able to report on machinery resources via Workload view as well. Just select “Group by Tag” in Customize menu.
If your employees will perform time tracking activities in Teamhood due to its easy and integrated time tracker, you will most likely use Time sheet to report that time. Things we discussed in the first section about structure will come in handy if you will need to filter by board or tag to present certain set of data.
You can set hourly rates for each individual contributor and time sheet report will calculate the total cost based on that rate and time tracked.
You can create dashboards for each board (client, project group, or team). Visualize progress, list blockers or overdue work, create quick checklists for this week’s work, and more. If required, you can share these dashboards with each client separately by providing the secure link.