Item Management

Tasks or items (as we call them) are the most important aspect of Teamhood. Continue reading to learn about Teamhood item management features.

Item Assignees

Teamhood items can have one or multiple Assignees. To add an assignee, first, add your team members to the workspace and then quickly choose from the list on the item card.

Item Watchers

For some items, you will not be doing the work, but still want to be in the loop about the progress. In such a case, add yourself and any other team members as item Watchers. You will be notified of all the changes. You can do so in the item details.

Item Schedule

To plan out your project and take full advantage of other views like Gantt and Workload, you will need to add a schedule to your items. You can do so from most of the views or by opening the item details.

Use the presets for quick layout or determine specific dates for accurate planning.

Auto schedule dependencies

For those using item dependencies, we recommend turning on the feature to auto-schedule dependant items. Once this feature is turned on, and you change the schedule of an item with dependencies, the schedule of those dependent items is automatically adjusted. So, if one item is running late, your project plan and duration adjust automatically.

This feature can be found in Workspace settings.

Reschedule parent items

Another automation that can be found in Workspace settings is to automatically adjust the parent item schedule when the child item schedule changes. Use this feature to accurately calculate parent item duration.

Recurring Items

If you work with a lot of recurring items, take advantage of the Repeat feature. In the schedule settings, you can choose to repeat the item on your preferred schedule.

Choose ‘Repeat when completed‘ so that the recurrence only happens if the previous item was completed.

Choose ‘Create new item when repeating‘ if you want to have a separate item each time the recurrence happens.

Estimations

Teamhood offers two types of estimation – hours and story points. You can set a different estimation method for each board in your workspace. To do so, open the settings tab and choose which estimation unit will be used.

You can also choose not to use estimations at all.

Tags

Use Tags to categorize and sort your items. You can add as many tags as you need as well as assign multiple tags to an item. Create new tags by simply typing them in or by opening the Settings tab.

Once tags are assigned, you can Group views such as the Kanban board by Tags instead of Rows.

Or you can filter your views to only see items that have a specific Tag.

Item Dependencies

There are two ways to manage item dependencies in Teamhood – you can draw arrows or fill in the item details.

To draw arrows between dependent items, you will need to open Gantt, Workload, or Timeline views.

For all other views, you will need to open item details and specify Item relations.

The Waiting on section portrays all of the items that must be finished before the current item can begin and the Blocking section portrays all items that are waiting for the current item to be finished.

Learn more about Item dependencies.

Child Items

If you find that any of the items are too large, you can divide them into smaller child items. Each of the child items functions as an individual item that can have a separate assignee, due date, description, tags, etc. Once all child items are completed, the parent item is also completed.

More on child item management.

Multi-Item Picking and Multi Actions

Perform multiple actions on items, by using the multi-select tool. To select multiple items, mark the tick box that appears on the item card once you hover over it.

Multi-item picking in Gantt and List

Multi-item picking in Kanban

Once you have selected 2 or more items, a multi-action menu will appear at the top of your screen. here you can perform the following actions:

• Change status
• Complete item
• Assign user
• Assign watchers
• Add Tags
• Move
• Set budget
• Set schedule
• Change color
• Archive
• Delete

Custom Fields

Teamhood allows you to add custom fields to be used in your workspaces. You can choose from – number, text, checkbox, and multiple-choice fields. Learn more about customization.

Moving Items Between Boards

With Teamhood you can move items between boards and workspaces as needed.

To move a single item, open the task details and click on the icon with two arrows. From here, you will be able to choose the workspace, board, and row for where to place the item.

To move multiple items, pick the items with the multi-selection and click on the ‘Change location’ button in the multi-action menu. Here, you will be able to define the new location by the workspace, board, and row.