Welcome onboard, dear Teamhood user. The first week is the most crucial in order to succeed with the new shiny tool. Based on best practices identified by our champion customers we have prepared a short step-by-step guide to get you on track fast.
Checklist for what you need to do to succeed with Teamhood.
Understand the basics of the Teamhood workspace structure
Create your first project (Gantt) or team task board (Kanban)
Pages – manage any information or create documents for the whole team.
2. Create your first project and tasks
To get you started quickly, here are two videos explaining how to use Teamhood.
For Kanban Users
For Gantt Users
Import items from other systems
If you already have a task list in some system or file we recommend getting that list exported as Excel (.csv) or MS Project (.xml) format and importing it in Teamhood to the desired board. We recommend adding items that are significant from a value and effort perspective. Things like “Send email to John” can be kept out of the Project task list.
3. Invite your Team
All projects require a team and it is important to add yours to Teamhood. You will be able to assign different workspace roles to the team members, assign items to them and collaborate using comments, attachments, and more.
For now, locate the ‘Invite’ button at the bottom left corner and fill in the information to add your first colleague. More on inviting new users.
4. Learn about different workspace reports
Timeline– view scheduled items across all your boards on a single calendar. Various grouping and filters are available.
Workload– view estimated and scheduled items across all your boards per user. Various grouping and filters are available.
Timesheet– a tracked time report on items from all boards. Refine the data with grouping and filtering options.
Dashboard – create various widgets to report data in real-time. This is a space for your custom reporting needs.
Portfolio Overview – report progress per board based on budget, earned value (EV), and schedule performance index (CPI).
Performance metrics – analyze and measure monthly workflow metrics per team or board. Ideal for Agile or Kanban practitioners.
Get a complete overview of Teamhood reporting options in the video below.
5. Start working daily with your team via Teamhood
You and your team should establish practices that facilitate the transition to full usage of Teamhood for project and task management.
Things that help
Weekly or bi-weekly team meetings – review completed work and plan ahead.
Short daily team meeting – talk about progress and issues.
All tasks in Teamhood policy – agree to transfer everything from emails, chats, and phone calls into the system for transparency and a complete picture.
Aim for productivity – organize an efficient Teamhood workflow so it takes the least amount of people time to achieve desired success.
Evidence of early success
The majority of your team members use Teamhood to check on what they need to do every day.
The majority of your team members report on task progress via Teamhood every day.
People write comments, attach files and share work information via Teamhood.
Team leaders and managers use Teamhood to plan and prioritize work.
You cannot start your day without looking at Teamhood 😉
6. Book a free training after the first week
After one week with Teamhood, you should already have a good idea of what can be done with software and you might have in-depth questions which we will gladly answer. We will also consult you on how to best configure Teamhood based on your current and future needs.