Jul 2nd, 2018. 2 min read
Track tasks for our Seller Support team
I mostly use with with our Seller Support Manager so us two can stay on top of the projects beyond the core tasks of our department (interacting with our sellers). Before this, we used a Trello board, but the organization wasn't as clean and communication was more difficult. We want to ensure that the status of all projects is clearly conveyed.
Getting started tips
First and foremost, we ensure an owner is assigned to each project for accountability. We also make sure to update our statuses and priority to keep communication strong. Our Seller Support Manager and I (Operations Manager) are the primary stakeholders. But, many times, other members of our Operations umbrella team need to stay informed on these initiatives, so we encourage two-way communication on many of these pulses.
"It's simple and clean enough to easily digest, but leverages all the functionality we're looking for."
Why we love this template
Like I mentioned in the quote, we don't go overboard with columns. This is a simple way to leverage Monday. Our major goal of this template is to ensure we're tracking all projects necessary. I always take time each day to update the statuses and priorities of ongoing projects, so if my Manager or anyone else wants to see what we're working on and what we're prioritizing, they get a real-time view and know who the owner is if updates are in order.
Without this template I would
I'd lose track of projects--many of which would never get done. We have a fair share of projects that are instantly added to the "backlog." And even though they're assigned a low priority, just seeing those pulses every day can give me a kick in the pants to get some of these going when I have time--or if one of these projects gains priority. There's no doubt in my mind that this board makes our department more productive and more accountable for the tasks being constantly thrown our way!
Hi I'm Scott Kellogg from Parkwhiz and this was my story
Hi I'm Scott Kellogg from Parkwhiz and this is my story, check it out