Our firm is having some difficulty determining where we should be looking to see outstanding work for our team. We are using some iteration of To-Do, My Week, and Work as each one of them some benefits as well as their shortfalls.
This is what we have everyone use as it has the ability to list all tasks at a granular level. Our work item set up isn’t task heavy. Anything that can be done in one sitting is listed as one task with multiple steps in the description. What we do not like about To-Do is that you cannot get a total time budget allocation for all tasks in a given time period nor is it guaranteed that they will all show up on the client profile as work completed for a client. Example would be small tasks that were assigned from emails and not attached to a work item are not visible as items that were completed for a client when we are assessing how much out of scope work we do for a client throughout the year.
We have not yet been confident enough in My Week to roll it out as we have had some technical issues and there are certain things about it that seem inconvenient. While we like the less noisy view it provides over To-Do, it often misses out on certain items such as emails and notes assigned as tasks. Not that they can’t be added to a team member’s week, it’s just that it requires intervention from that team member as opposed to a team leader who is assigning the task or email. Additionally, we have seen issues with time budgets not coming through properly.
Work does give us a nice up in the sky view of things with the exception of small tasks that get assigned that are not attached to a work item. It is a good place to go see overall allocated time budgets for work assigned, but the fact that it does not take tasks not associated with work into consideration is a draw back.
Ultimately what we are struggling with is that we do not have one place in Karbon where we can confidently look and see what someone’s work capacity might be which makes it difficult to plan out work. Most of our work is all scheduled out and we go through some one off work items that come up throughout the year but I wanted to know how other firms are navigating the platform when it comes to items like this. Don’t know if we are over/under thinking on this process or not. Any feedback would be much appreciated.
Best answer by Rebecca WilliamsView original