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Does your organization rely on weekly team meetings to catch up on accomplishments or challenges? Or use in-person drive bys to see how things are going?
As work from home is suddenly the norm, being able to track upcoming or completed work for your team is crucial. More than ever, effective work management can help keep your people aligned and productive.
By building a team dashboard with a series of reports, in a single view, you can see what is being worked on, what is late, planned, or completed and what roadblocks are causing delays.
The most common reports within a team dashboard are detailed below with suggestions on how to build these within your own environment using filters, groupings, views, and charts.
Because tasks can have more than one assignee, an assignment report would be best used to pull this information. This allows the same task to appear under both assignments rather than just the primary assignee.
To see what is coming down the pipeline, create a report that shows all upcoming or planned work.
Depending on the information you want visible in the report, can you always adjust the groupings to include Assigned To > Name.
To understand how much work has been done—and to focus on the positive—this report provides a visual of what has the team completed over the last few weeks.
If you want to share this information with the team, use Workfront’s automated delivery feature via Report Actions > Send Report to email this to the whole team weekly.
If your company uses the organizational set up of portfolios and programs, create a report to detail the active projects by program to get a visual of where work is being allocated.
Shifting to a remote workforce is a significant change for your organization and how work gets done. As a customer-obsessed business, Workfront is offering a free 45-minute consultation to answer your questions on how best to leverage Workfront with your virtual workforce.
Additional ideas to help support our customers are detailed in the Workfront blog, 3 ways we obsess over customers in uncertain times, written by Workfront CEO, Alex Shootman.
Make sure to “Like” this post if you find it helpful. If your organization uses other reports within the team dashboard to help manage work or if you have ay questions, please share the details below!
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