Teamhood is full of great features, but it all starts with a fully customizable task board. Here you can accurately visualize your process, add tasks with important details and track each item through to completion.
Teamhood task board is fully customizable, which means you can add in custom processes and manipulate the board to provide you with the best overview of your project. The board is uncluterred and only shows the most important information on the surface view. If you need more details, simply open up the task details and add in information such as description, subtasks, files, comments, tags and more.
So how can you get started on creating the task board of your dreams? Follow these steps.
Get started with 3 columns
If you are new to visualizing work items on a task board, we suggest starting simple. Create three columns to separate work items into 3 sections – Planned, In Progress and Done. This will allow you to quickly evaluate project progress, discuss what is currently being done and continue working on the most important items.
While being rather simple, such boards are great for visualizing what is happening within a project and bringing clarity into the process. They are easy to understand and require no training to be used by everyone on the team. Simply add task cards and move them from one column to the next as you start and finish work.
Setting up a board like this is quicker than starting up your computer in the morning.
Visualize the process
While the simple approach is great, most of you will need to track processes more accurately. Therefore your next step with visualizing work in Teamhood will be expanding the In Progress column. Create a Column Group and add in a column for each step your tasks go through. For example – Design, Manufacturing, Testing and Shipment. Such visualization of the process allows even more insight into what the team is working on and thus makes communication and management easier.
If your team uses multiple processes for different task types, you can either skip over the irrelevant columns or create separate boards for different processes. If the variation is of process is minor, using one board will make more sense. While if there are several completely different workflows, separate boards would be a better solution.
Add in Priorities
As your project continues, usually the work item count starts to really grow. More and more tasks are added to the backlog and it can become difficult to sort and know which of them are the most important. For this, we suggest adding priority columns into your Teamhood task board. Depending on your process, you can add in 1, 2 or more priority columns, making sure your team always knows which tasks they should be working on next.
If you need even more visualization, consider adding an urgent tag or changing the color of the important items. This will attract most attention and give clear guidance to your team. Some teams also arrange tasks in the priority columns so that the most important items are at the top and less important items are placed at the bottom. After a few iterations you will be able to tell what approach works best for you and your team.
Visualize complex workflows
If your projects are large and complex, visualizing full scope and operational details on a single board becomes challenging. First of all complexity is solved by task grouping – larger tasks and subtasks under them. Teams must follow subtasks on operational level, however they do not need that detailed view through all the process . This is why Teamhood is equipped with secondary workflows or 2D Kanban. This secondary process can be added to any of your In Progress columns, meaning you will be able to track not only the main task, but also the subtasks through the critical phases.
For example, your process is composed out of 5 steps. 3 of them are pretty much straightforward and do not require additional tracking, as the actions taken are clear. In this case, the task moves from one step to another without any secondary workflows. But then the other 2 steps are more complicated. To perform them, the team has to make additional actions and they take up more time. In this case, just tracking it as one process step is not effective as it does not show all the effort that has to be put in. Here we suggest adding in secondary workflows that allow you to track the subtasks through a separate process of that particular step.
Here is an example of a Teamhood task board where secondary workflow is used to track the subtasks of larger planned work items. You can see that subtasks are visualized under the task cards in the sections without a secondary workflow and then as separate cards in the column with a secondary workflow. Making it easy to track only where that is important.
Separate teams and projects
Lastly, the Teamhood task board can also be divided by rows or Kanban swimlanes, giving you full power and control of how you can set up task tracking. In most cases, rows are used to separate different types of tasks, teams of projects. But they can also be used to define periods of time, like workweeks. Which can help you plan out work in advance. Some teams even use Kanban swimlanes to plan and track OKR goals.
Each row can have a specific name as well as defined start and end dates. And if those dates are set, when planning in Timeline you will only be able to add tasks within that timeframe. Here is an OKRs example in Teamhood.
Teamhood task board examples
Want some inspiration before you begin with your own project? Here are some examples of Teamhood task boards created for different departments.
First up is the Teamhood task board for accounting services – the task board is divided into work weeks using rows and column groups are used to prioritize and track the tasks as they are being worked on. Red and Blue column colors are used to draw attention to the most important parts of the board and tags help separate clients.
Next up is an example of how an engineering process could be set up in Teamhood. Here we see two separate boards for design and production, separating the processes and allowing to track what is important. Once a task reaches the completed column in the design board is is automatically transferred into the production board, making the process seamless.
Marketing teams usually have a lot of ideas and plans, but managing all of them can be a challenge. If there is no place for all the ideas and go through them, some great insights may be forever lost. In this example, a marketing team is using the Backlog section in Teamhood to collect all campaign ideas, then goes through them and prioritises the best ones, then plans them and moves to campaign management board when done.
Ready to manage your projects more effectively? Pick one of the Teamhood task board templates or choose a blank task board and build your own process!
Passionate content marketer looking to bring better solutions to the project management space.
2020 - Present Marketing specialist at Teamhood.
2014 - 2020 Marketing manager for Eylean.