What is the best way to track work one team does on another team's project?

Some of our teams are specialized in the type of work they do. Sometimes they have their own projects and sometimes the work they do is part of a bigger project managed by a different team. Should we create a sub project to track the work they are doing on the bigger project? If so how is that done?

Scott Horlander July 12, 2014 22:36 Answered

Scott,

Depends at the end of the day but the Best Practice here would probably be to use the shortcut option and make the projects of the specialized team(s) as a shortcut within your Project (i.e. within "bigger project").

If a shortcut does not do it, the other option is to create Tasks for those teams that need to be completed. You can even create customization workflows that once Project A is updated, update project B. This would be more complicated and would probably require hours with a Customer Success Manager or Professional Services to provide a solution.

Sincerely,

Boris

Boris Krutiy July 14, 2014 16:44 0 votes

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What is the best way to track work one team does on another team's project?

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What is the best way to track work one team does on another team's project?

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