While every team has their own way of doing things, there are some standard best practices to keep in mind:
1. Establish naming conventions
To help keep things organized and easy to quickly find, we suggest you and your team establish and follow naming conventions for:
- TIP: If you work cross-functionally, it might be helpful to name projects starting with the department abbreviation.
- TIP: Use a short descriptive title, provide needed context in the notes section, and tag with a label(s) so that the task is associated to the appropriate category or workflow stage.
- TIP: To keep the number of labels under control and searches simple and comprehensive, we suggest team leads own label creation and encourage team members to use pre-existing ones whenever possible.
2. Agree upon use cases
Who on your team should change due dates, move or delete tasks, revise assignees, etc. – or should this be up to each team member’s discretion? Figuring out and agreeing upon the usage of the following things could save everyone a headache down the road…
- Priority level
- Due dates
*Helpful hint: action taken on all of these features will be tracked in the project’s activity feed and task’s audit trail.
3. Create processes
What types of tasks warrant high priority vs. high, medium, etc.? How should tasks move through workflow stages? When should projects be private vs. open? All of these questions + more are things we recommend teams work out as they get ramped up on Producteev. This will allow everyone to be their most organized, efficient, collaborative, productive, and GET WORK DONE TOGETHER – the better way.