As my firm tries to transition from using the Todo to using My Week we’ve run into a pitfall: members with the most tasks/work items due are struggling to find a practical way to keep up with their work in the My Week format.
It seems as though we’d have to go and change all of our Work Items to unique Work Types in order to somewhat minimize the clutter, but other than that we are at a loss.
What is some advice on a seamless transition to My Week?
@Danielle Clark! That’s a great question. I personally think there’s a lot of noise in My Week when trying to schedule out my time.
We have adopted time blocking so that everything that I plan to do this week is on the calendar. If it doesn’t fit on the calendar, it needs to go to next week (or later). Once something is on my calendar, I put it in “Working on Now” in chronological order, so I know that it’s on the calendar and my brain can relax.
Putting everything on the calendar and then pushing everything else to future weeks really helps reduce the amount of noise and helps me and my team take a practical approach to planning our work.
Does that help at all?
P.S. - There’s a feature in development where you can drag items from My Week onto a calendar in My Week and it’ll add a time block to your outlook or google calendar, which makes the process I described a little easier to manager.
@Danielle Clark - We’re starting the rollout process of My Week with our wider team today (beginning with training and cleaning up To Plan in June, then starting to use it day to day in July), and I am anticipating we will have some teething problems for this same reason. Definitely following along this thread with interest to see what others things!
Here’s the process to manage work I’ve come up with so far to guide our team. This is yet to be tested, but I’m thinking they would do this two or three times a day (start, maybe middle, end).
Tag everything! Then one of the following:
As part of this we are also implementing a few standard dashboards that each person will monitor for themselves:
There are a couple of things that I think may factor in to how cluttered My Week gets: