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How to Manage your Collaborative Action Plan?

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Plenty of people around the table

There are a lot of tools to create collaborative to-dos: mobile apps and collaborative to-do list tools, behaving like project management tools.

Which tool should you choose? Adopting a tool means adopting its approach and culture; which is sometimes a difficult step to take! You, and only you can tell what your project needs. You might not necessarily need all of the options but you will surely want one that is not included.

How can you ensure that your team members will stay updated on the project’s progress and required actions? And how will you receive notice of each task performed?

What about project rights administration or visibility? What should each project member have right of access to? With most tools, you will need to adapt to the way they were designed, so it can become a bit tricky to match your management style!

So, which tool are you more inclined to use? if I’m asking you the question, it’s because I have something for you.

Your team’s to-do list managed with RowShare

Why use RowShare to manage your team’s to-do list? Here are arguments in favor that I feel will really make a difference.

A custom-built actions plan

RowShare’s collaborative system is based on tables, meaning that it is possible to add as many columns as you need.This is because many specialized tools are limited in terms of developed options: if you want to set three different dates (start, initial deadline, modified deadline… ), it’s not easy. With RowShare is different: it offers a template table that you can tailor to your needs.

Each column you decide to add will behave in function of its content: attached files, task assignment, priority, progress, responsible person, … Moreover, you won’t need any technical assistance to customize it.

Take my project: I decided that I had to have a set deadline for each task. But if you’re not in a hurry, you can do things differently.

A notification for each modification

None of that with RowShare! By now you’ve understood that you will no longer need to send tons of emails to give progress updates on a task or to assign a new one. RowShare does it for you!

As a project manager, you will receive notification of every modification, whether it is for a change of status or for a new comment.

As a mere project participant, you will be notified of each new task assignment or change that concerns you. RowShare makes project follow-up easier for you.

To each their path, to each their row

Remember when I said that choosing a tool meant adopting its approach and culture? Well, not with RowShare! It will adapt to your culture and to your team. How? I’ll show you.

Let’s say you are a rather old-fashioned manager: you’d like to centralize all the necessary actions in the same place, but you don’t want people to see each other’s tasks. Just like old times: no collective intelligence!

Now for another assumption: you are a manager who encourages collaboration and information sharing within their project team, you’d just love to have a table where everyone can see everybody else’s tasks but with edition authorizations restricted to their own action rows. This way, you avoid careless mistakes and negligence as well as malicious acts.

Lastly, let’s say that you are the laidback manager of a startup and that you’d like to give all of your collaborators an opportunity to see everything and to edit everything. In this mode, anyone can go as far as editing their colleagues’ tasks.

Whichever one of these three types of managers you are, you’ll find your heart’s desire. Switching quickly from one mode to another.

Your move now!

In order to have your own follow-up table for your team’s actions, all you have to do is go through the following steps. I will walk you through account setup, copying my table, customizing it if necessary, and then you’ll be ready to use it.

    1. First of all, and if you don’t already have a RowShare account, you’ll need to sign up. It only takes a few seconds. Click here
    2. You can access my table by clicking here
    3. Now, simply click on the “duplicate” button above the table.
    4. Then, click on the “settings’ icon to customize the title and the table’s description
    5. To add a new column, you have to press the “+” on top
    6. Specify the column type. Don’t worry, you just need to choose if this column will hold numbers, text, dates, email addresses. To learn more about Types, click here.
    7. As an owner of the table, you can choose how visible the table is for everyone: read and write or only read. these authorizations will apply to all of your table’s users to whom you’ll send the link… except yourself, obviously. You’ll always be able to edit everything; it’s your table. Here, if you are a manager in favor of participative work, but only to a certain extent, you want everyone to see everyone else’s tasks in addition to being able to edit their own. Click here to learn more about Permissions.
    8. By the way, if you are an old-fashioned manager, you’ll prefer the following sharing rights: “can see the lines” and “can only add or edit their own lines”
    9. Your table is ready to be shared! Send the link directly to the people you want by copying it directly from the browser.
    10. Once you’ve shared your table, RowShare will notify you of every modification. You can change the way you receive notifications at any time in the “My account” section, then “Notifications”. To learn more about notifications, let’s read this summary!

In conclusion, RowShare allows you to share your team’s actions in a flexible manner by tailoring the table to your needs, your culture and your management style. In case you already planned all of your tasks in an Excel spreadsheet, you can import it directly and then share it with your team members. So, convinced or not?

2018-11-15T16:25:46+00:00April 2nd, 2016|Categories: Tips|Comments Off on How to Manage your Collaborative Action Plan?