Chapter 3: Team Management

3.1: What is a Team in Qanban?

A team in Qanban represents a group of individuals working together on tasks, sprints, or objectives within a shared workspace.

Why is Team Management Important?

Collaboration: Helps streamline communication and coordination among team members.

Clarity: Ensures that everyone knows their roles and responsibilities.

Efficiency: Organizes workflows by assigning tasks to the right people within a structured framework.

Accountability: Makes tracking progress and contributions easier for leaders and stakeholders.

3.2 What is a project in Qanban?

A project is a collection of tasks, sprints, or work items organized to achieve specific goals within deadlines and budgets.

How does a Project work in Qanban?

  1. Task Boards: Visualize project tasks in Kanban boards, Gantt charts, or timelines.
  2. Milestones & Deadlines: Set and track key milestones and due dates.
  3. Integration Options: Integrate with third-party tools (like Slack, Jira, or Salesforce) for seamless project management.
  4. Progress Tracking: Use analytics and reports to monitor the status and performance of tasks or projects.

Use Cases:

  • Track product development cycles or marketing campaigns.
  • Manage sprints for agile projects.

Step-by-Step Guide to Create a Project in Qanban

Step 1:

  1. Log in to your Qanban workspace.
  2. On the left menu bar, locate and click on the Project section.

Step 2:

  1. Fill in the deatils and click save once you are done.

Step-by-Step Guide to Create a Team in Qanban

Step 1:

  1. Log in to your Qanban workspace.
  2. On the left menu bar, locate and click on the Team section.

Step 2:

  1. Click new Team
  2. Fill in the details and click save once you are done.

Step-by-Step Guide to Link a Team to a Project

Step 1:

  1. Log in to your Qanban workspace.
  2. On the left menu bar, locate and click on the Team section.

Step 2:

  1. Click on the three lines button.
  2. Click on assign project

Step 3:

  1. Select the projects you want this team to work on and slick save.

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