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AdaptiveWork process flows

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The Project Team Delivery capability focuses on helping teams consistently and efficiently execute project work from initiation to completion. It provides team members a productivity-focused workspace to manage group projects, complete tasks, track progress, and gain overall visibility into the project plan.

Task Management Process Steps

CZ Project Team Delivery - Task Management Process Flow.png

Process Step Description
Add tasks

Tasks represent items of work that are at the heart of task management. Tasks can be created on their own in the Tasks page, or they can be created and assigned through Projects.
Review tasks

Tasks allow team members to know what work is assigned to them and what work is the highest priority. The Tasks page includes different views, including calendars, to-do lists, and Kanban boards, so that users and teams are able to view and complete work in the method that is most efficient for their needs.
Complete tasks As tasks are completed, they can be updated to reflect percentage complete, or can be manually updated to set the status as complete. This information will allow Project Managers and Resource Managers to track the status of work in progress.

Document Management Process Steps

Cz Project Team Delivery - Document Management.png

Process Step Description
Share files

Sharing files allows for users to easily collaborate around work within a single space. Files can be added as related items to Projects, Programs, and Portfolios. This may be done by directly uploading a file, or from Box, Google docs, Sharepoint, and other integrations.

Files can be viewed in the Relations panel on the right.

Collaboration Process Steps

CZ Project Team Delivery - Collaboration Process Flow.png

Process Step Description
Create discussions around work

Social is the heart of collaboration within Planview AdaptiveWork. Discussions allow users to comment around work. Users can see the discussions related to work items such as projects in the relations panel. Discussions can also take place independently using discussion groups.

Multiple discussions can take place around a single related item, so discussions can also be pinned so that the most relevant information is readily available.

For more information, see Social Overview.
Tag users and share discussions

Tagging allows one user to notify another user of a discussion, which is a useful tool to ask questions and share information and updates. Similarly, discussions may be shared by relating them to other items, sharing them with other users, or posting the to discussion groups or boards.

Users who are tagged have the option to receive an email notification, in addition to being notified in-product and seeing the comments in their social feed.
Follow relevant items

Users can choose to receive updates about a work item such as a project and view discussions related to the item in their social feed by following the item. The follow button can be found in the ribbon of the relevant item.

All discussions you are following will appear on the social page.
Create discussion groups Discussion Groups allow users to have discussions independent of related items. This can be helpful when collaborating with a group of people who often work together but may not be officially linked in a team or to a specific item.
Customize social feed The Social Feed can be highly customized to a user's needs, using workflow rules, validation rules, and custom actions. This allows the social feed to be as efficient as possible in relation to each user's individual needs.

Best Practices

Agree on a common approach for prioritizing

Having clarity on how and what gets prioritized will save time for leaders and team members alike. Ensure that this is clearly defined and understood across the team to prevent wasted effort and unnecessary misunderstandings or discussions.

Emphasize transparency

Team members are often held back by a lack of information. Ensuring documents, communications, progress, timelines, and changes are visibly and clearly communicated within the team will allow everyone to stay up to date, avoid confusion, and easily access information without having to wait on others.

Exercise individual ownership

A project’s key milestones are only as good as each individual member’s ability to deliver on time. Get a clear commitment from each team member that work is delivered on time, that cards, tasks, and activities are kept up to date, and that blockers are surfaced quickly.

Try using boards and cards

Kanban and ScrumBan are methodologies based on dragging cards across columns (i.e., not started, in progress, in review, published, etc.) These methodologies can create a painless way to visualize, track, and break work down into manageable pieces for any type of team.

Utilize version management

Version management allows members to see what has changed in documents over time, utilize information from previous versions, and minimize the total amount of documents. Re-uploading each time can result in confusion and excessive documents, which are often only partially correct, creating additional work to sort through and consolidate.

Streamline work with templates

Optimize the documents, project plan, and review processes by utilizing templates. With everyone starting from the same place and being responsible for a common set of data, it creates less guesswork and a smaller margin of error, which expedites execution, streamlines the review cycle, and cuts down on confusion throughout the process.

Build in the review process

Going through the gates of review and approval is a difficult but necessary part of any work process. Attack these hurdles head-on by incorporating them into the project plan, standardizing any review processes, and making them crucial checkpoints.