Manage Teamwork in Kanban

For ongoing teamwork, set up a Workspace for each team, for example, the Marketing team.

 

  1. Create a Workspace for the team, for example, “Marketing team”.
  2. Work with a single Board: By default, the Workspace contains a single board (called “My First Board”). You can add and track all of the team’s Tasks on a single Board.
  3. ...Alternatively, work with multiple Boards: you can create multiple Boards within the team’s Workspace, to help divide and track Tasks in meaningful ways. Some examples:
    • A Board for each work type, containing Tasks of a certain type, such as “Content creation”, “Graphics”, “Infrastructure”, “Back-end development”, etc.
    • A Board for each initiative / area, containing all Tasks associated with a certain initiative or area that the team is working on. For example: “Team To Do’s”, “Sales Process Redesign”.
  4. Add Tasks to your Board(s) and assign them to people.
  5. Set up your Stages: On the Board, create any number of Stages (columns) to reflect your workflow and process. Each Board can have a different set of Stages. For example, Tasks from different work types may need to go through different stages or approval processes.
  6. Move Tasks between Stages on the Board, as you get work done.
  7. Have target dates and deadlines?  (“Campaign launch”, “Customer delivery”, “Internal release”, etc.) Add them as Milestones in the Workspace to help the team stay accountable and track progress towards those target dates.
  8. Use Epics in the Workspace, to track large bulks of work or high-level deliverables, which contain a large number of Tasks.

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