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Tag: Project Management
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How to Comment in Teamwork.com
Definition
Comment in Teamwork.com can be used to response any Task , SubTask or Milestone by either assignee (i.e. collaborator) or the assignor (i.e. Project Manager) of the Task.
How Comment in Teamwork.com looks like
What Problem Patterns the Comment solved
Accessability
Not only can you use the Teamwork.com interface to place the comment, but also you can place the comment via replying by their mobile phone the comment email sent to the collaborator registered email address, which is good for the collaborator who is not always stuck to the computer.
Task Instruction Optimisation
All the Task Comments will be reviewed by the assignor. In case the assignee had left a feedback in the Task Comment that for some reasons he/she could not execute the task, for example, due to the lack of Login Password Credential provided in the Task Input, the assignor will update the Task Instruction Framework Template such that the same type of Task can be carried out smoothly next time.
In this sense, the Task Comment is acting as a media of nurturing the positive loop of optimising the quality of Task Instruction.
As a Knowledge Repository in DDM’s Group
Knowledge Repository means a knowledge library which stores both the theory and execution experience of carrying out a task. No matter the experience is successful or failure , they are both valuable as a failure experience can eliminate a trial and error testing of a specific task.
While all these theories and experiences are stored in the comment, the Knowledge Repository in DDM Group will crawl the Task comments so that the teammates can refer to this Knowledge Repository when they face the same type of task.
Guideline on how to Comment in Teamwork.com
While you can write whatever content you want in the comment, there are some little tricks for you to communicate well.
Mention a specific Collaborator
Please always mention a specific collaborator that you want him to read the comment, otherwise all the collaborators inside the loop can and will read the comment and they will be disappointed because the comment is irrelevant to some of the collaborators.
You can mention a particular collaborator by simplying typing in the comment box like the example in below:
@Tom
If you want to mention the whole Company, you can type in the comment box like the example in below:
@DDM1
Replying previous Comment
Unfortunately there is no nested comment in teamwork.com. (i.e. you cannot comment the comment). As an alternative, you can create a new comment and refer the previous comment that you want to reply
- Visit the comment that you want to reply
Copy Link
You will copy the link like below:
21835467 is the Task# , while 20415136 is the Comment# (i.e. c=)
- Copy the Comment URL into a new comment
- Press
in the Comment URL
Or alternatively you can simply copy and paste the referring text and add a
as a blockquote so that the reader will understand that the Comment under the quote below will be the reply of the quoted Comment.
Please be reminded that you should NOT blockquote the new comment you just added. You should only blockquote the text in previous commnet. Otherwise , the reader will have no idea on which paragraph is quoted from the previous comment, and which pargraph is newly written by you.
Answering Output Request
If the purpose of leaving the comment is for answering the request from the Output session in the Task Instruction, following rules should be complied:
- The number of answers should always match the number of output requests in the
[Output]
Session. I.e. If there is 2 Output Requests in the[Output]
Session in the Task Instruction, you should always reply 2 answers in the comment.
2 Outputs Request In Output Session - ALWAYS write the Output# (referring to the Output# in the
[Output]
Session in Task Instruction) PAIRING with the associated answer in the comment.2
Output#2
The answer of output#2 is that ……
Comment which can only be read by DDM Group internally
Occasionally you may want to place comment only to your teammate and don’t want your client to read that comment. You can easily do this by
Privacy
>Set Privacy
- Tick (or untick) anyone you want (or not want)
Leave Comment via Email Reply
Sometimes when you cannot access the Teamwork.com interface or you are outside and only have a mobile phone on hand, you can leave the Comment to the task by simply replying the Email sent from Teamwork.com regarding a specific Task.
After you have replied the comment by sending an reply email via your Email Interface, your reply can automatically be shown in the Comment of the associated Task inside the Teamwork.com interface.
Reply the Comment with Cap Screen or Image
Besides attaching image files via File Attachment, you can simply directly copy and paste the cap screen or image into the Comment Box via the Teamwork.com Interface.
DO NOT forget to wait until you can see the uploading bar shows 100% before you press
Save Comment
.
Conclusion
After you have placed the comment , as a good citizen please always type (and only type) the #Task + Comment # (e.g. #28929393c20392733) in the associated Project Whatsapp Group and mention (e.g. @Tom) the recipient that you have already placed a Comment in Teamwork to remind him/her to read the Comment.
Good Practice of the conversation in Whatsapp message on reminding the reipcient will be as below:
@Tom
#28929393c20392733
2024 Sales Report
Please always be reminded that Whatsapp Group is acting as a reminder only. Therefore, only 3 components are supposed to be shown in the reminder Whatsapp Message:
- Group Participant that you want to mention
- #Task + Comment#
- Identifiable Task Topic
Always encourge the participants to check the details via Teamwork.com Interface.
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Inviting Collaborator to Join Project Management System
Definition
Project Management System
In DDM Group, we will adapt teamwork.com as the Project Management System, which is used by tens of thousands of orangisation in the world.
Whom to Invite
Administrator
Supervisors or Project Managers in DDM Group will be invited as Administrator.
Standard User
Any non Administrator teammates but own an domain email address under DDM Group will be invited as Standard User.
Collaborator
Any Vendor , Partner or Client of DDM Group will be invited as Collaborator
Step by Step – Inviting Collaborator to join Teamwork.com
Invite users
Invite users
- Add details
- Who would you like to invite?
- <<
First Name
>> - <<
Last Name
>> - <<
Email Address
>>
- <<
- Which company should they belong to?
Add a new company
- <<Company Legal Name>>
- <<
Standard user
||Collaborator
>> - Choose projects
- <<
Project Name
>>1 - Send invite
Send invite to one person
2- Wait Inviting User to accept the Email Invitation
- Received Inviation accepted Email.
User has accepted your invitation
Invitation Accepted By User
- Login User Email 3
- Received the Email sent from [email protected].4
Administrator has added you into Teamwork Get Started
5- Start collaborating with your team today
- Role =
Team Member
- Role =
- I would like to receive news about Teamwork products, services, and events.
- By signing up, you agree to the storing of your data. Privacy Statement.
Create a password
Finish Sign up
Teamwork User Invitation Finish Signup - Completed
- Please save the password somewhere safe for future login.
People Configuration
Configuration should be carried out for the
People
(i.e. the User) after thatPeople
is created.- diamonddm.teamwork.com/app/people/people
- <<TEAMMATE_FULLNAME>>
Permissions
Administrator Yes | No Is this user an administrator? Yes Can this user manage task templates? Yes Can this user manage custom fields? No Can this user access the calendar? Yes Give automatic access to all future projects? No Permission Tab Configuration
Standard User or Collaborator Yes | No Is this user an administrator? No Can this user access project templates? No Can this user manage project templates? No Can this user add projects? No Can this user manage task templates? No Can this user manage people and companies? No Can this user manage custom fields? No Can this user access the calendar? Yes Permission Tab Configuration
Preferences
Administrator OR Standard User OR Collaborator Yes | No Receive task/milestone completed emails? Yes Receive ‘Added as a follower’ emails? Yes Play a sound when the user receives a reminder or alert? Yes Receive daily ‘Project Report’ email? No Give automatic access to all future projects? No Use ‘Markdown’ for messages and comments? Yes Show only notifications for items they’re following Yes Receive status update notifications/emails? Yes Alert the user if they forget to notify people when they comment? Yes Enter time log duration in shorthand No Permission Tab Configuration
Teamwork.com APP Installation
For mobility please also install the APP version of the Teamwork.com
Footnotes
- Do NOT tick the Compan Name. Tick the Project Name instead. ↩︎
- An email will be sent from [email protected] to the inviting users. ↩︎
- Email inbox of Inviting User ↩︎
- Email Title = You’ve been added by <<Administrator>> to collaborate on Diamond Digital Marketing (HK) Ltd ↩︎
- Once the user clicked the Get Started button, a new tab of the browser will be openned and the User will be brought to https://diamonddm.teamwork.com/launchpad/login/projects ↩︎
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Google Drive Usage in Project Management
Definition
Google Drive is a cloud-based file storage provided by Google which is totally free for use if the storage usage is under 15GB. You can regard it as a storage of your hard drive in your laptop, except that the storage is stationed in the Cloud instead of your laptop..
Problem Patterns that Google Drive solves
Files needed to be stored in mutli-location and multi-device
By storing the file into Google Drive (i.e. the Cloud Drive) , you can access the file in any device including laptop , desktop or even mobile phone. As long as you have access to the internet, you can use any browser to login to Google Drive and access the storage.
This is a common scenario where you have saved a important Powerpoint file in the laptop in your home but in the morning you forgot to copy that Powerpoint file from your laptop to the USB drive, which eventually you failed to use the file to do the presentation.
Different roles need different access rights level for different files in the storage
Imagine a scenario that when you are working for a project with your client, you want to share only one of the files in the storage, while keeping the vendor quotation files away from your client.
Another scenario is that you want to only share the company profile .pdf file to your client for reading and don’t want them to have the rights to delete the file.
This capability is what we called Role Based Access Control🛈, which is one of the features of Google Drive.
Company’s Files scattered around different local storage
Imagine if you have 30 staff in your company and everyday they work very hard to do their jobs via their laptop. One day , you have a very important sales pitch which drives you to gather all the past job references from your colleague. While you may need to get the Social Media Ads Image Ads from a designer, you also need to go for the programmer to ask for the wideframe of the website. Without luck, the programmer who created the wideframe just quit last week without leaving any clue where he stored the wideframe which he created 2 years before.
If this scenario sounds familiar to you, it is time for you to think of using Google Drive to centralise all the important files and documents to save the time of searching.
Scenario of using Google Drive
Sharing files to your client by Role Based Access Control
Step By Step
- Determine the hierarchy level that you want to share in the Google Drive
As said before, Google Drive is no different than any of the File Manager in your laptop computer, except that the files inside the Google Drive are stored in a cloud harddisk, while the Files accessed by your File Manager of your laptop are saved in your local laptop harddisk.
Therefore , both of them are using the same tree hierarchy to locate the files. Allow me to illustrate the File Manager Hierarchy with the example below:
Your Company Google Drive File System Hierarchy
- Google_Drive_Root
- Human_Resource (Folder)
- Accounting (Folder)
- Client (Folder)
- 00_Alice_Ltd (Folder)
- 01_Facebook_Post_Image.png (File)
- 02_Facebook_Post_Text.docx (File)
- 03_Alice_Quotation.pdf (File)
- 04_Vendor_Invoice.pdf (File)
- 05_Billy_Company_Ltd (Folder)
- 00_Alice_Ltd (Folder)
In this example, as the Project Manager of Alice Ltd, you may probably want to share the whole Folder of Alice Ltd (i.e. 00_Alice_Ltd) to your Assistant Digital Marketing Manager , Sam, but not Billy Company Ltd (05_Billy_Company_Ltd), which Sam has no time to manage.
Meanwhile, you may want your Digital Marketer to access only the Image (01_Facebook_Post_Image.jpg) and Text file (02_Facebook_Post_Text.docx) , and you don’t want him to access the Quotation to Alice Ltd which contains the selling price of the Project.
In this case, to share the Whole Folder of 00_Alice_Ltd to Sam (Assistant Digital Marketing Manager), you can :
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What is Teamwork.com
Definition
Teamwork.com is a SaaS (Software as a Solution) which is a Project Management System applied in Diamond Digital Marketing (DDM) to manage the execution of all project.
How teamwork.com looks like
What Problem the Teamwork.com Solves
Before we dived into the problems we encoutered , allow me to setup the environment that is close to the reality.
Imagine you are working in a company which has 20 projects come from 15 companies at the same time on the fly. You are a newbie with a title Marketing Executive in this company who just reported to due for only 1 week. Your company have 50 staff. Although you direct report to your superior which is a Senior Digital Marketing Manager, both the Marketing Director and the Senior Digital Marketing Manager, as well as the clients you are serving , can and will assign you task directly.
Searching Inefficiency
Multi Project Environment
One day your superior is asking you to find out the “Logo PNG File” from one of the loyal clients which your company had already worked on 3 projects with. While you start searching for the “Logo PNG File”, you should make the following decisions before you can find the file.
- In which Google Drive you should search for as the Logo PNG File should have been saved in somebody’s Google Drive that you don’t have access rights to. Imagine each time when you are searching for 1 file, you may need to search for 5 Google Drives, which means 80% (4/5) of the time on searching is wasted for each File you searched. Imagine if you need to search for 1000 files in a year, how much time you have spent on the searching activities which didn’t bring any productivity.
- What Keyword to search for. While you are searching for an appropriate Google Drive in your company, what Keyword should you search in the Google Drive? While there are 4 components which locate a correct file:
- Client’s Name (e.g. DDM_Logo)
- File Title (e.g Logo)
- File Version (e.g. v1 , v2, v20240815)
- Approval Status (e.g. Approved , Rejected By Client)
- File Variant (e.g. 1000×1000 pixels, Editable , Transparent Background)
Imagine if the Logo File you searched for simply came out with the result “Logo.png” , how can you decide the 5 points above? And unfortunately, most of the time you don’t even know (before you read this article) there are 5 components you should be considered during searching a file.
The Project Management System (Teamwork.com) is going to eliminate the searching cost.
Multi Task Environment
On another day, your superior complained that she is not happy with the speed of your delivering the output. She wanted to help you to speed up your work and she asked you the following questions:
- How much tasks you are on hand right now
- What are the priorities of all these tasks and what is the logic behind prioritising these tasks.
- What tasks are waiting for the client’s reply before we can move forward.
Before you can answer these questions, do you have a mechanism to record all these tasks? Even if you have this mechanism , how much time do you need to spend each day to maintain the hygiene of the record?
How much time do you need to spend on searching for all the tasks and consolidate them into 1 spreadsheet and report to your superior?
Even worse , while you are “searching: for all the tasks , do you know what keyword to “search” for a particular task? How can you guarantee that you didn’t miss any task when each person will use a different title to mention the same task in the email?
In turn, probably you may need 4 hours to produce this report to your superior, and that is exactly the reason why you cannot deliver the output on time (because your superior asked for a report which consumed you 4 hours).
While your superior , the Senior Marketing Manager , having spent 1 mins to read your report, now she understand how challenge you are to handle all the 50 tasks at the same time, don’t forget that there are still the Marketing Director and your 20 Clients who didn’t (and will not) read your report , and therefore keep complaining they are waiting for so long for your output.
One of the functions of Teamwork.com is helping you to enumerate and prioritise all the tasks in one click.
Multi Communication Channel Environment
Imagine this scenario : While you have been added into Digital Marketing Project Whatsapp Group with 6 people involved which you just joined 1 week ago. One day your client in the Whatsapp group is asking for you to find out a Last Year Budget Plan Cap Screen .jpeg File which was sent to your company 1 year before. Lucky the Digital Marketing Project Whatsapp Group is created by the company owned Whatsapp Number, so that you go for this mobile phone handset and start searching for the cap screen. As it is a cap screen that the client for sure didn’t rename the cap screen file for search-friendly purposes, you started to scroll back to top from the very bottom of the Whatsapp Group to search for that cap screen, which took you 15 mins but in vain.
You start wondering if the client had really sent via the Digital Marketing Project Whatsapp Group. You send a message to all the teammates in the same Whatsapp Group and ask for them to search for the cap screen .jpeg file inside their personal whatsapp conversation box with that client. After less than 1 mins all your colleagues told you that they found nothing. You wonder if they really take it seriously. But unfortunately you cannot prove anything.
You know it is unlikely that it can be found in the email box, but you still take a chance to search in the email box of the ex-staff who acted as your position. As the cap screen will not be assigned a very search-friendly name , you can only filter all the email with an attachment , and read the email title one by one. Found nothing, for sure.
And finally you compromised and you told your client that your side lost the Last Year Budget Plan Cap Screen. Lucky your kind client told you that he remembered he sent the cap screen file to you via a Google Drive Link. So that in the Whatsapp Group and search for the Google Drive received around 1 year before. Bingo ! You finally got the Last Year Budget Plan (and in the very inner you , you muttered why the client didn’t find it by himself) , although you have already spent 1 hour to do so.
Do not underestimate the time you spent within a year to seeking for a password, as well as resetting password of all the applications you have used in the company.
As you are the Digital Marketing Executive who just onboard for 1 week, you should have the login credentials of the digital assets from both of the 20 clients that are under your manage, including 50+ digital assets including :
Multi Authority Environment
While one of your job duties are to do the regular Facebook Page Post copywriting, you need to get the approval from your superior by emailing the copywriting to her, before you can send the ready-to-publish version to your client for approval. Once your superior approved the copywriting and replied your email with a little bit comment and adjustment which is not supposed to be seen by your client, you cannot directly forward the email from your superior to your client without deleting the email content that is not approrpiate for the client. And therefore you need to create a brand new Email every time you have a new version of copywriting, but all these emails are actually referring to the same article. Imagine if you have 60 articles per month , which each article is modified 3 times on average, you are additionaly created 120 emails. How do you search for the latest version or approved version after 3 months will be definitely a challenge.
By using the feature in Teamwork.com as the Project Management System, this kind of searching cost can be eliminated.
Multi Talent Environment
Imagine when you are building an e-shop for your client, your client is requesting you to create a “Banner” at the top of the “Front of the Website“to show the hot item of the eshop. When you , as a Salesperson , reply to reconfirm to your client that you will ask the web designer to design a “Hero Banner” in the “Landing Page” . So you pass this requirement to your Web Designer, which she asks you how many numbers of Product Photos are going to install into the “Hero Banner Slider”. Once she confirmed the number of photos in the slider, she passed her design with the HTML and CSS Code to the programmer to build the “Slider” , which the Slider now has an unique programming ID of “slider_home_one“. He had created a CSS Class “#slider_home_style” so that in the future any Slider can apply the same CSS style to make the design align.
Can you realise that even though in the same organisation ,both of you (Salesperson), Client, Web Design and the Programmer are referring to the same object (“Banner”), they are in fact using totally different wording / jargon to describe the world, not to mention if there people in different company with different academic background are using different wording to refer to the same thing. In linguistic this problem pattern is called Polymorphism.
By using the Project Management System – Teamwork.com, in order to avoid the misunderstanding , we are trying our best to standardize the wording that all different people are going to use to describe the same thing.
Communication Inefficiency
Communication Mesh
Imagine when you are working for a project with 10 people, it is quite common that you will create a Whatsapp Group and invite everyone who is involved into this project to join.
Everytime when you want to update the progress of one of your web design tasks, even though you initially just want to notify the Web Designer in the Whatsapp Group, you eventually type a “@Designer” handle in the Whatsapp Group and everyone in the Whatsapp Group will receive that message. Although you only want to communicate with 1 person (the Web Designer),in turn 8 remaining people have wasted the time to check the message and find out that the message is not relevant to them, and therefore 8 communications are wasted.
If you want to split the Main Whatsapp Group into subgroups, you will find that finally you have no idea which Whatsapp Group you should go to for checking the previous important message that you have notified your teammate.
Now if you are working for 20 projects with 20 Whatsapp Groups with 20 Tasks on the fly per project, you can do the maths and find out how much time of communication is wasted.
We call this communication pattern “Mesh Topology” and in order to stream the communication , we have to turn the communication pattern from “Mesh” to “Star” Topology.
The Project Management System Teamwork.com is here to solve this problem.
Lack of Quality Assurance
Input Quality Control
While most people are alert on controlling the quality of the output of a Task, seldom people will pay attention to controlling the quality of the input of a Task. One of the prerequisites of the input of the Task is the Task Instruction.
Let’s illustrate the concept with 2 instructions in below:
Instruction One : Write an article that can convert the traffic to sales
Instruction Two: Based on the product specification found in the Product Collection – Children Footwear in our website , write an English human article (which the output will be used as a Facebook Post) within 300 words in casual tone and manner, using “love” as the sales angle, to convert the traffic in Facebook Post to Sales Transaction , with an expected CTR of 2%.
Which one (Instruction One and Two) do you think is more executable and the less risk of being rejected by the client after delivered?
Obviously Instruction Two is the answer.
However, in reality , The instructors may think that it is not worth spending 30 minutes to write an instruction which leads the executor to write an article which can be completed within 1 hour. And therefore they will apply a “trial-and-error” approach to let the executor write a draft and modify the draft afterwards, which this method make the instructor invest least time on it.
This method is only in favour of the instructor which in expense of the time of revising articles by the executor, which in turn brings a “loss” to the company as a whole.
Meanwhile, due to the fact that most of the time the instructor is also the superior of the executor, the executor does not dare to challenge the quality of the instruction provided by the instructors, leading the quality of the input (i..e the instructions) with no quality control.
To consider the interest of both instructor and executor, by creating the Templated Instructions for the repeating tasks, everytime the instructor simply calls the Templated Instruction again, so as to save the time of the instructor of repeatedly writing the same instructions details again and again.
Moreover, we can keep fine-tuning the instructions to make it perfectly. As the Templated Instruction will be used many times, the time we invested in fine-tuning the instructions will become an “asset” (i.e. instead of expenses).
Here comes the feature called “Templated Task List” which exactly fits the need of Templated Instructions
Output Quality Control
Unlike Physical Product (i.e. SKU) which has a predefined and standardised deliverable, it is quite hard for a business to standardise the service in each deliverable.
Imagine how you can measure the quality of the Marketing advice provided by a consultant to a restaurant and a brand of a fashion chain store?
If we cannot quantify or measure the quality of the deliverable, that means the business is at risk, which will bring the business to failure in the long-run.
While staff training is another big topic regarding how to control the quality of their output, before that we can build a Task Library which stores all the delivered Tasks, no matter success or failure, into one place. Whenever the newbie wants to carry out a Task by himself, he can refer to the Task Library to gain some insights and learn the error from others , in order to save the wasted time derived from error.
Conclusion
Teamwork.com is a the major project management system used within the entire DDM Group. Details usage of each feature will be mentioned in another articles.