The Team Management Template helps teams organize, track, and manage their assignments.
- Team Member
Use this template to:
- Assign work to team members.
- View where tasks are in the pipeline.
- Track approval requests for assignments.
How to Use:
The Manager creates a Task in the Assigned column for each work assignment. In the Task, the Manager enters a description of the work, optionally adds a due date, and assigns it to a Team Member.
When work begins, the Team Member moves the Task to the In Progress column.
Once the work is finished, the Team Member moves the Task to the For Review column.
If the Task is approved, the Manager moves the Task to the Completed column.
If the Task is not approved, the Manager moves the Task back to the In Progress column and leaves feedback in the comments, so the Task can be corrected. Once it’s corrected, the Task is moved back to the For Review column.