Bitriks24: Effective task management - how to learn to take the job on time
Work And Study / / December 25, 2019
We continue to review a series of how Layfhaker moved to Bitriks24And the theme for today - an effective task management.
we talked last time about the difficulty of finding a business serviceCombining advanced task management system and sane CRM. Proper task management is not possible without a flexible tool, and Bitriks24 its part proposed the right solution for our needs.
expresses clear
Put the task easy. But here is to pose the problem so that everyone all at once it became clear, and there is no question - really hard. We are faced with situations where complex a task to a group or even a single person generates multi-megabyte stream of updates, clarified and peresprashivaniya that can last for hours.
Which number should be complete? And this is for dinner, or waiting until the evening? specifically how many K should be? A boss knows? He forwarded a comment? I've got 3 tasks that do first? Programmer seen kammenty with bugs? a task set designer? Who is in contact with the customer?
Such happiness we do not need, and therefore the task management system should take into account all the nuances and peculiarities of each process, that is a task should be amended so that it is immediately clear and understandable.
How to put the problem right?
To achieve the effect, "he said as the cut" is possible only through an elaborate form of preparation Tasca. Do you want to execute the task on a clean sheet in a free format? Good luck to you.
Here everything is simple and consistent. The system as it specifies additional parameters directly in the process of formulation of the problem, and does not allow to forget to specify the important points. For quite primitive Taxco is a form of "simple task". On its compilation requires no more than a minute.
Each of the additional parameters are always before my eyes and caused a single mouse click.
The output is a task description, priority, deadlines, responsible person and project-specific basis. Do not forget that when you press "Save" the man immediately notified within Bitriks24, and with each setting alerts it additionally comes an email. Nothing (except for the name and description of the problem) do not need to drive handles - all of our employees, together with the structure of the company made to the system, and select any of them can be a couple of clicks.
complex tasks
Okay, simple tasks, everything is clear, but what is the situation with serious component of Taxco that involve a few people, and each of them carries out its part of the work, and some of the sub-tasks are priorities for the time completion?
In fact, in the same way. Increasing only the number of parameters which indicates Tasca producer, but the output we have the same clear implementing finite structure.
When combined is sufficient to indicate coauthors tasks and subtasks in the presence of each subtask is entered sequentially in the parent task.
To all were dedicated in deeds, enough to enable them to challenge the role of observers.
A look from the artist
Now we look at the process from the other side - from the eyes of the person who will carry out these tasks.
Even the most well thought-out task management system would be useless in the absence of the ability to clearly and understandably present the data to the executor. In our opinion, the basic requirement for such an interface is the ability to give a person all the important information without clicks and conversions, that is, on one picture.
Here it is implemented by color and digital displays. At the top of the total number of active tasks with the division according to the type of participation in them: artist, assistant, supervisor, delegating.
The name of each task is indicated by a certain color depending on the timing of the deadline. Blue TASK - work today. Green - a new challenge, which I have not yet examined. Red - overdue task of fire.
To determine the execution sequence TASK assigned a priority ranging from gray (lowest) to the red (priority).
Working with tasks
When switching to a specific task performer sees Task's description with the appended thereto materials (documents, graphics and so on) and included here subtasks (if any). In the right corner is still visible key information: priority and deydlayn. To exclude the issues of "who to contact about ..." here Set Production tasks.
Communication and fixation activity through comments system. Left a message instantly comes to all responsible, assistants, directors, as well as observers.
In general, the interface block comments are very similar to GMail and can be attached to any type of comment files, videos and links. Text editor for formatting text available.
The human factor can emerge everywhere, and Bitriks24 is no exception. For example, we came to a task that is by no means related to our business and should clearly be carried out by another person. For such a situation, there is provided the option of delegating tasks. In one click we pass a task his true artist, without losing precious time and do not bother the director and everyone else.
Naturally, all of the actions associated with the task are stored in a log block.
Search a la Google
We do not know how to enjoy working with the information you have, but they often prefer to look all through a single search. By this we have trained Google.
Less guglovogo find that, for example, while in the mail, you can search only by mail + + online chats, but not on Google Drive.
In Bitriks24 search engine is one and is able to find the corresponding request data from any unit to which the user has access.
No matter what part of the system you are now at the top of the interface is always a search box that searches everywhere.
Fast access
The last thing we want to mention in this review Bitriks24 - interface architecture. This is a pretty subjective question, because its navigation and interaction model for every soul to those or other services, but we are with 146% probability willing to say - excessive nesting nobody likes. You know, there are products in which to move from one section to another you need to make more than 5 clicks. This is unacceptable, and the reason for such errors is one - no permanent display custom navigation menuFrom which you can instantly turn into your desired section of the system and continue to see this menu wherever you are. It is extremely faster navigation.
We do not advocate the position of "get used to everything." In fact, you do not get used to it, and put up and get mad. The pleasure of working with such a tool will not increase over time. We continue to develop deeper Bitriks24 discovering new facets of this service.
To be continued
Today we offer you to participate in the construction of subjects following reviews. Tell us in the comments on the questions you may have regarding the operation of various elements Bitriks24, and in turn we will try to include the most interesting moments in the following publications.
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