At first appearance, Trackolade seems simple, and that is our goal. While this is great for new users who are not familiar with collaboration tools, it can be quickly underestimated for teams who are looking for a more robust solution. For that reason, we have decided to start a series of blog posts called “Feature Showcase” where we will highlight Trackolade features and share best practice advice. Today, we will explore the power of task prioritization via the drag and drop functionality.
Prior to implementing Trackolade at our web development and design company, Planidoo, one of the biggest problems we faced as a team was managing multiple projects across multiple team members. We needed a way to not only prioritize tasks within a particular project, but also prioritize tasks by team member across all of their projects. By doing so, everyone on the team would understand the priorities of each project, and also the priorities of their own work, ultimately leading to a more focused effort and increased efficiency.
For this reason, we implemented the capability for task lists to be sorted differently based on the filters provided. In the screen shot below, you can see an example of the drag and drop functionality being used within a project. Tasks can be prioritized within a project, which will be replicated to every member who views that projects task list.
In addition to prioritizing tasks within the project, Trackolade users also have the capability to prioritize tasks assigned to them across all of the projects they belong to. To do this, simply navigate to the “members” page and click on the member to view a list of all the tasks assigned to them. This applies a filter which shows their tasks across all their projects. Keep in mind, you will always be able to see all of your tasks across all of the projects you belong to, but you may only see the tasks of other members related to the projects you share with them. Below is an example of my task lists for two projects I belong to.
Prioritizing tasks for a member has no effect on the prioritization of the task list within a project. We certainly find this functionality helpful and we encourage you to check it out if you are working on multiple projects with multiple team members. Feel free to contact us with any questions at firstname.lastname@example.org