How do you follow up on assigned/delegated Projects? Looking for tipps
Hi Podio Community,
once you have created your workspaces, in there your apps, who then contain projects where each project has its own tasks and for some you can create workflows where different actions trigger alert notifications I was wondering how some of you follow up on projects, especially if you have delegated most of it and aren't directly involved in doing the tasks but just the overseer or when questions are asked you will get a notification.
As you know, if you only create a project in an app and assign no task, then it's more like just a project description and no one will have a task to get started, so it requires a task to initialise the project. (It took me a while to grasp this, if there is a different way you initialise or start a project - pls share!)
What I love about Podio is that you can basically back up any project you have. It's also great to just archive whatever has been lying around in folders and makes you feel liberated knowing its in Podio now. You can have them just as descriptions without initialising them yet with a task.
What I'm looking for is some tipps how you manage your projects if you have a lot of them, and delegated most of them meaning you have your own tasks section pretty empty. Good thing - right? :) It means GTD (Getting Things Done) is working.
Where I feel lost is that some projects, if they don't contain tasks or have been inputed as projects to be done in the future at some stage - and if they aren't my tasks especially, when I go in my tasks section, I will not see listed there any projects or tasks (well its designed to list tasks only). I can loose track of the existence of that project. (I mean especially not those very important and urgent ones).
The only way I have found out is that on a regular basis I will need to click on each workspace > app > and look at the projects how they are doing or which one to focus on and which one is still in waiting list. But it does involve lots of clicking.
Do you have a different principle or better suggestion?
Do you proceed according to the calendar because there you can get a global overview?
Do you create a task for each project so that you have it as a link in your tasks section?
What is your THING that is very optimal and makes you feel good knowing you have a complete overview of all your projects?
Maybe there is a complete different approach, or more efficient management todo this?
Looking forward in reading from you.
Sunny regards from Mauritius,
Dietmar
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Hey Dietmar,
I could recommend using an actions app and link actions/tasks to projects, then create a view for each app for overview of projects and sub-tasks.
I also think adding reports to workspace home page or personal home page will help you get better overview if you are managing many projects.
https://help.podio.com/hc/en-us/articles/201038678-Using-an-Actions-app-for-tasks
https://help.podio.com/hc/en-us/articles/201019078-Home-Workspace-TilesI can also recommend using the advanced workflows to create follow up tasks for yourself based on a specific category change in the project: https://help.podio.com/hc/en-us/articles/204366037-Advanced-workflows
//Sara - Podio
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I've got your answer!
Go to Zapier.com and create a flow.
Select podio as the trigger. "When new task created"-->when task is checked off--> if label="custom text"--> (custom text is) JJJ
JJJ is just what I used. In theory, when I type JJJ into any task headline, it will trigger this flow once the task is checked off.
The action afterwards is up to you. It can text you, create a notification in podio, send an email (my choice) or anything.
CHEERS! I needed this badly, as tasks get lost in the shuffle.
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