If you've ever felt swamped by the complexities of project management or yearned for a Struggling with complex project management? You're in luck. Today, we delve into Streamtime's Priorities Boards, our spin on the classic Kanban board. This piece draws on insights from a recent webinar featuring Brooke and Sarah from our team.
You'll find examples highlighting the versatility of our Priorities Boards. Remember, our platform adapts to your unique business needs. For tailored advice, reach out to our Customer Success Team at help@streamtime.net.
🥇 Priorities Basics
In this section, learn how to access Priorities via the navigation bar or the shortcut G > B. We'll discuss Streamtime's Kanban approach, including card types and customisation options.
📝 Templates
In this section, Brooke showcases her go-to time-saver: Templates. Learn how to duplicate a Priorities board tailored to your business flow.
👩👦Mother Project Management Board
This board is a comprehensive tracker for workflow, budget, and team tasks. It starts with quote cards and progresses through job cards for each project stage, complete with budget summaries. The board's quick, at-a-glance format outpaces custom reports and can be tailored to your data needs. It also lets you view checklists and schedule To-Dos, streamlining your operations.
➡️ Job Progress Tracker
This board uses item cards to offer a detailed view of tasks or milestones within a job, which you can move between columns like "To Do" and "In Progress." Colour-coded alerts flag overdue tasks for immediate action. The board also features smart totals, enabling custom calculations at column bottoms to help you manage budgets effectively.
🤑 Sales Pipeline
This section will give you a quick rundown on using a Priorities board as a sales pipeline. If you're interested in a more in-depth exploration of managing your sales pipeline, we recommend checking out our comprehensive guide.
🗒️ Note Cards
In this section, we'll delve into note cards, ideal for storing cloud links, meeting agendas, and task lists. Learn how to maximise the utility of these handy cards.
👨🏼💻 Weekly Standup/WIP
TThis board is an alternative to traditional schedules, perfect for team stand-ups or weekly planning. Columns can be organised by team members or weekdays, and cards highlight individual focus areas. Compared to schedule views, it offers a cleaner, more visual way to track priorities and tasks. Real-time visibility allows for instant updates and teamwork, making it a hub for enhanced communication and collaboration.
🎉 Wrapping It Up: Your Priorities, Your Way
And there you have it—a thorough look into the versatile landscape of Streamtime's Priorities Boards. Whether you're managing big projects or sorting out day-to-day tasks, these boards offer a focused and industry-specific solution. But the true standout feature is their customisability. Just as every project is unique, your Priorities Boards can be too. They're not set in stone; they're adaptable frameworks designed to sync with your particular workflow.
If you ever find yourself in a spot where you need a bit more guidance on these flexible boards, keep in mind that our Customer Success Team is always at your service. For any questions, custom setup help, or just general advice, drop them an email at help@streamtime.com.