How Product Teams Use SmartSuite to Build and Hit Projects & Tasks Milestones

This Showcase shares how product teams use SmartSuite to build and keep track of their work in relation to deadlines.  

This Video's Chapters: 

0:35 - Understanding the Data Schema: Exploring how different components are connected in SmartSuite.

1:53 - View Options: Exploring the Kanban and Timeline views for effective project management

2:54 - Task Management: Streamlining workflow and automation for efficient task completion.

3:40 - Sprint Tracking: Monitoring progress and milestones in fixed intervals.
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Video Details:

Introduction and Overview

• Data schema and the purpose of the video

• Mention of previous videos on SmartSuite usage

Projects

• Grid view and field types for capturing project information

• Linking to feedback, OKRs, and design files

• Using fields for complexity value and effort level to prioritize projects

• Organizing projects into different views (kanban view, timeline view)

• Record view for detailed project information

Tasks

• Overview of task management within projects

• Use of automations to streamline workflow processes

• Assignment of tasks to specific sprints

• Populating Sprint release dates based on task assignment

Sprints

• Introduction to the Sprints app

• Tracking work within fixed intervals

• Status tracking and work day calculations

• Sprint planning chart view for visualizing task status

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