Managing Team Projects

Quick reference

• 00:04 Hello everyone, and welcome back to this GoSkills course, all about Todoist.
• 00:08 Now in this feature, we're diving into managing team projects.
• 00:12 Now the team experiences on the Todoist, is a really awesome experience.
• 00:16 You can actually add tasks, assign them to other people, and
• 00:20 coordinate projects as well.
• 00:22 Now, as you can imagine, the project view is quite important for that.
• 00:26 Inside of Todoist, you can create a new project and
• 00:29 inside of that it allows you to invite other people to the project.
• 00:32 And naturally this level of collaboration can help boost the vision and
• 00:37 actually keep the team on task and that works across the team.
• 00:41 If you're an employee or an employer, it's very important.
• 00:45 Now in terms of etiquette when it comes to the project view,
• 00:48 that's very important to learn when you've got a Todoist project open, and
• 00:53 you're beginning to assign tasks.
• 00:55 Now, the etiquette really stands around three things is to reduce noise.
• 00:59 You don't want to dump too much inside this area.
• 01:02 You don't add too much into comments.
• 01:04 You don't want to add too many tasks.
• 01:05 And you don't want to create too many headers to confuse people
• 01:08 when they're creating their project.
• 01:10 Now you want to also agree on the tasks before you actually assign them.
• 01:15 So this might be delegated to one person or everyone, but they must be clear,
• 01:20 concise, and provide detail into the task before you actually assign them.
• 01:25 And of course naturally they need to be known about before they're assigned.
• 01:29 They need to be brought up in a meeting or confirm, before you actually assign them.
• 01:33 You don't want to give too many tasks at too many people.
• 01:36 And also, you don't want to overload people with task inside of this.
• 01:40 You don't want to delegate too much to someone because
• 01:42 they're going to be getting delegated by other people.
• 01:45 You don't what they've got in their list.
• 01:47 But you can get a good idea by checking who and
• 01:50 what they've been assign to so far.
• 01:52 Now, in terms of features that actually assist teams inside of Todoist,
• 01:56 you can create headers inside of the projects.
• 01:59 And, that's a great way to coordinate different types or
• 02:02 areas that you're working on.
• 02:04 You could be in the planning phase or, the execution phase and,
• 02:08 use headers to determine between the two.
• 02:11 Now, adding comments to add context is very important.
• 02:15 As you can see on the right, this is a great example.
• 02:17 You can add images, you can audio, you
• 02:19 can notify people about all of the details they need to know to complete their task.
• 02:24 It could just be some inspiration but that actually provides a lot more detail.
• 02:28 You can also assign tasks after meetings.
• 02:31 That's very helpful, and something that a lot of people do inside there, and
• 02:34 communicate in terms of comments when you're going about your day,
• 02:38 even if you just want to have a regular conversation.
• 02:41 Now in terms of best practice, it's really suitable to speak with your team first
• 02:46 before adapting any tasks or adding them there.
• 02:49 A team meeting every Monday probably helps to solve that.
• 02:52 But remember, that you don't want to be keep nudging too many people
• 02:55 inside of messenger or anything like that during the day about the Todoist account.
• 03:00 Now it really is important as a team to have a strategy for adding monitoring and
• 03:04 managing tasks.
• 03:05 If you get that opportunity,
• 03:07 it's definitely worth passing that responsibility over to one person.
• 03:11 So it's not everyone's not administrating the Todoist account too much.
• 03:15 Now here are some worked examples.
• 03:17 On the left hand side, you have a very simple task list, but
• 03:20 on the right hand side you can see a more coordinated list that includes headers,
• 03:25 you can see the difference.
• 03:26 The right side is very much more clear and concise and includes sub
• 03:30 tasks as well as giving you a good outline of the task without just dumping stuff in.
• 03:34 Take advantage of the headers and
• 03:36 clear titles to help your team work towards better productivity.
• 03:40 Now in terms of the exercise, this is a good exercise.
• 03:43 It's a way to start with your Todoist account with teams.
• 03:46 Set up a list of team rules, you'll create a short checklist of your
• 03:50 team's agreements and this will help you to have best practices.
• 03:54 In terms of your team, it's almost like a commandments of your Todoist account and
• 03:58 it will provide you with the best set of rules to move forward.
• 04:02 I hope that you enjoyed this one, in the next section we're going to be talking
• 04:06 about managing labels and filters inside of your Todoist account.
• 04:10 I will see you in the next feature.
• 04:12 Cheers.

Lesson notes are only available for subscribers.