How to create a personal ToDo list for multi-project environment | Targetprocess - Visual management software

How to create a personal ToDo list for multi-project environment

Your personal ToDo list shows you the work items you’re responsible for among all selected Projects and Teams. However, this may make your ToDo list a little bit messy. The following productivity tips may help you to organize your personal ToDo list views and keep them in order.

Customize Cards

To be able to quickly recognize what item belongs to what Project, add a unit showing Project name, abbreviation or color onto cards of your work items use Customize Cards feature. If you’re a member of several Teams at a time, add the same unit to distinguish Teams as well. Setup catchy colors for Projects and icons for Teams in advance to let them serve as clear visual discriminators.

Customize Cards

Use Projects as Lanes

Edit View settings, then select Project or Team as a horizontal lane on Setup tab. Add ?it is not None filter to hide No Project or No Team row from your board view.

Use Projects as Lanes

With these setup settings cards on your ToDo list view will be distributed by Projects or Teams.

Projects as Lanes on Board view

Create Views with saved Projects and Teams selection

Set default projects and teams to let your ToDo list keep showing items from these particular Projects and Teams only, regardless of what has been chosen on the top left selector. This is very helpful when you want to have separate ToDo lists, say, for Project A and Project B and quickly switch between these two views and other ones you might have.

Set default Projects and Teams

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