Personalization
td helpdesk
Last Update 2 months ago
Fell free to use the lists in the way that it makes most sense for you. Our 7 lists framework is a recommendation - there might me a better way for your individual case. Independent from what you use the lists for, this is the non-changeable underlying logic:
- Roles 1 and Roles 2 are identical - think of what the best role categories are your your use-case. Items in these 2 lists can have MULTIPLE OWNERS, e.g. the role "Designer" can be owned by 5 people.
- Skills are the connector between players (they have skills) and roles (they require roles)
- Items in the lists Domains and Links can only have ONE OWNER. It is important in a team to define clear responsibilities to avoid chaos. This is what these lists are for.
- "Domains" can be linked to Roles, e.g. the domain "Photoshop License" can be linked to the role "Designer" or the domain "client list" can be linked to the role "Account Manager"
- The green lists are for collaboration (work groups, departments, task forces, business units, etc.) Projects (aka "Teams B") are a sub-list to "Circles" (aka "Teams A).
Changing the names of the lists
Just click on the name of the list to change it:
Menu
Some lists personalization can be done within this menu:
Hiding lists
Order lists' content
On the right side you can chose the order you want the cards in the lists to be in. When you chose "Personal" you can drag and drop the items in the lists as you like and the order will be saved.
Re-order the lists
If you want to change the order of the lists themselves you can drag and drop the names of the list inside this little menu up and down.
By default we have people in first place, but in some cases it makes sense to e.g. have circle first.
Explain lists
Use the notes boxes on top of the lists, to write in them what you decided to use the lists for:
Optional Settings
Upload your company logo in the settings
These are optional features that you can switch on or off:
- circles and projects can have core and extended members, or just members
- team members can see the entire team in their reports, or just their own
- you can use the note boxes in the lists to explain what you use each list for, of you switch them off
- we offer generic role (domain owner, circle lead, etc.) that are automatically created and assigned. If you do not need them, you can switch them off here
- Inside each tool the AI fitness check can check how suitable a task is for AI agent automation. If this is not relevant for your team, you can switch if off here.