Are responsible for managing a team? Do you need an efficient way to assign tasks to your team members and monitor their workload? Do you want your team members to always be clear on what they have to do next?
For example, consider Jane, a testing manager at a software company. Jane and her two team members are responsible for testing all changes to the software. Jane is responsible for assigning testing tasks that arrive from development to her team members, taking skill set and workload into account.
Using TaskTrakz, Jane's dashboard can appear as follows:
A customized test team managers dashboard showing the test tasks for each team member as well as the test tasks which have not yet been assigned to a team member
As you can see Jane has a constantly updated list of testing tasks that she needs to assign, a list of tasks she must personally test, and an overview of the tasks assigned to her two team members. Jane can easily and efficiently manage her teams tasks and workload.
Jane needs to follow a few simple steps to set up this management of her team.
Adding a custom field to track the user assigned to test this task.
Simply visit the custom fields area of account administration and add a User custom field named Tester.
Setting up the custom workflow state to represent tasks in testing.
In the custom workflow area of account administration create a Testing workflow state. Set up appropriate transitions in to this state from other states (such as development) and appropriate transitions out of the testing state (probably one back to development and one to completion).
Saving a search using filters on both the task status and the assigned tester
Do a task search using the filters and criteria necessary for each widget desired on the dashboard. Once you are happy with the search save the search and give it an appropriate name.
Searches that would be of interest to Jane would be:
Customizing the widgets on the team managers dashboard to show each team members tasks and any unassigned tasks.
Click the customize dashboard button on your dashboard and add a detailed or consice task list widget for each saved search. Give each widget a title and select the appropriate saved search. Drag and drop the widgets to arrange them on the dashboard to your liking.
Now Jane can clearly see all task assignments for the test team, regardless of which project tasks belong to. She is fully in control, has good visibility and can see new work as it arrives. Each team member can also set up their own dashboard to list their own tasks.
TaskTrakz customization supports your business processes, making them easier to implement and follow. Use TaskTrakz for your next project. Get your 14 day free trial here.