Welcome to our dedicated Office Hours thread, where discussions from each of our sessions will be posted for you to reference.
- Stay tuned for our first discussion taking place on Wednesday 26th July
Employee-specific time tracking boards → utilise automations to move/create items in the employee time tracking board after the employee is assigned to the task (in a project/task board).
Option to connect the item across boards for project tracking (and cross-referencing purposes).
Time can be tracking utilising the time-tracking column or simply using the numbers column.
Once the task has been created in the relevant team board, the task can be delegated to the employee group (via automation), and they can track time accordingly:
This set up allows for more in-depth reporting capabilities too, especially within our dashboards:
To explore further:
By moving the item (instead of creating a new item) we can ensure that the updates remain with that item in the destination board.
We also utilised a status column to identify which items that need to be created across boards (as for the use-case discussed, all items weren’t required in the destination board).
It was also noted that data from the initial board can be mapped into the item in the destination board - as long as column types match across the 2 boards:
Our suggestion here was to instead invite those employees into the account as viewers. This way, they can be invited to a main, shareable or private board and access the data, while it all remains information secure within the platform.
It was also suggested to utilise the schedule dashboard email notification which is supported on Enterprise.