Hey Monday fam, my company has 6-7 client folders with 10-12 boards each, each board with 6-7 groups and 10-12 pulses each. We are a full service business consulting company with a small team doing a lot. I manage web deployments, marketing/social channel deployments and ongoing marketing and maintenance for the deployed platforms and channels. This is about 2 boards per client. I am the project owner for have three key fellow managers who participate and 2 contractors who work hourly for me.
Between the regular inundation of new tasks, the already planned tasks, and the ongoing implementations of new platforms, things are falling through the cracks. I don’t like things falling through the cracks. I believe in a system where every new valid task gets added to the right place as an idea or planned item, is assigned an owner/pointperson, and then added to a timeline. Things are getting added and generally to the right place, but there’s not always a point person, and often tasks don’t get a timeline. Employees are trained to mark completed tasks as “Test” or “Approval” for my review.
I need help. What I think I need, visualizations for the following:
“What is assigned to me which is not already done.”
“What is on my specified boards which is not assigned to anyone.”
“What is on my specified boards which is assigned but has no due date.”
“What is on my specified boards which is not done but approaching/past due.”
"What is on my specified boards which is marked as “Test” or “Approval.”
If anyone has any insight I would be supremely grateful.