See all tasks assigned to a user across all boards and workspaces

#4

Yes, personal dashboard can be a very powerful tool (if apllied correctly). Here I paste Engage section (kind of personal dashboard) from personal productivity software FacileThings:

As you can see, there are visible following items:

  • next actions (with links to goals and projects)
  • calendar events (with links to goals and projects)
  • reminders
  • basic reporting

I think Infinity can do it even better in due time :smiley:

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Need an Inbox for assigned cards
#5

Yeah I have confidence in this team too even though I have only been here about 1 week. I already love how we can use the table view for things like products each client has, marketing calendar planning and even client contact info + reports (PDFs mainly). So far we are planning all client projects in one big project and the folders and sub-folders help us organize by clients. While ORA has folders I think Infinity has done a great job with their folder view. Now, we just need (perhaps) a global folder view for all projects kinda like ORA has but more like their Agenda view. I would love to see more discussion around this topic.

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#6

I totally agree!

This is crucial. I work with so many different teams and people.

Please make this happen! :pray:

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#7

I think one of the best ways for us to make some headway on this is to provide great examples of how similar platforms have handled this. It’s not to copy, but it’s so we can avoid reinventing the wheel.

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#8

I second to it, one of the most needed request for me, along with sorting by date and time. I have to discuss this on the live call that has been scheduled with the team next week, hope they have some solution for this.

1 Like

#9

Agree with all of this: having an overview of tasks across all Workspaces/Boards is crucial, and a significant limitation currently. I work under at least three different brands and partners, which logically are different Workspaces, with client projects then separate Boards - it’s essential to be able to see what needs to happen in one view across all of that, both for my own tasks as well as those assigned to others. I understand this may be a technical challenge to the guys at Infinity, but one that has to be resolved to make this app as powerful as it looks set to become. As mentioned by others, other apps such as Clickup already do this well.

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How are Items/Folders/Boards/Workspaces linked?
#10

+1 for this feature! I adore the way Ora.pm has this implemented.

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#11

+1 for this feature. Would be a huge addition.

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#12

+1 also. It’s really the missing link in my opinion.Two things come to mind - calendar and assigned (sorted by tasks, etc.). Across all teams/boards. I think the key here is the ability to sort, which allows for tons of flexibility and at the same time keeps things simple.

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#13

Yes, they (ora) have an agenda view, that shows:
Inbox
Today
Next 7 days
All days
Weekly Plan
Calendar


And you can also select if overdue items are visible or invisible.

Would love all that for infinity, too.

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#14

Freedcamp.com has a bit more flexible setup that might mesh well with Infinity’s “infinite organization possibilities” theme… I did a quick screencast here: http://research.pachecoconsulting.co/zAb3mG

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#15

Yes I agree we definitely need this. Also the ability to get notifications about a task that has past it’s due date, and constant reminders. Once it goes past a certain amount of reminders, the main admin should be notified.

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#16

Hi All,

It is good to join the community.

I support the request for the capability to be able to see all of your own ToDo items across all of the teams and workspaces in your dashboard. This is, I think, one of the major “must have” items for any project / task management tool. If I may suggest an enhancement?

Even with all of my todo’s in one place (a la Trello) I can still lose focus of what is important to do today, this week etc. as there is no easy way to plan which of the todo’s you will do when through the app. The current Trello style cards kind of incentivise (me at least) to work on items that are due today because that is what is showing as most urgent. This means for me that even with the power of a project management app, I am still reacting rather than planning.

Sunsama has an interesting approach where it allows you to plan daily activities, weekly activities etc by dragging the card to a day in a week view. This ability to make my dashboard dynamic by being able to select what items to work on when, would be enormously helpful.

If I were then able to see items that are going to be overdue because I have not planned to work on them or I have not allowed enough time to work on them, I am in a position to be able to have a good discussion about the deadlines or priorities with whomever is affected by the task not being completed as per the deadline.

Regards

Dustine

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#17

Hey @dustine.dupreez!

Welcome to the Infinity Community forum, we’re delighted to have you here!

We need to seriously dig into this, and we appreciate all of the details and feedback.

Sunsama could be a great example, and I love the way you described the ‘spatial organization’ of our potential Calendar View (I hope you were implying to that specific one).

However, have you also tried using Columns view with a specific ‘Label’ attribute, which could have different tags such as ‘Daily activites’, ‘Weekly activities’, etc. ? :slight_smile:

Just brainstorming here, and sharing what crosses my mind. Hope you don’t mind.

Thanks for all the suggestions and feedback!

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#18

Thank you @coa, I appreciate the welcome and the feedback

Using tags in that way may be a great interim measure and I will give that a go with my team to see how we can put that into our workflow.

To test the water a little, I am wondering if the requirements we have are coming from a slightly different place to some of the other teams? My team and in fact my organisation are not a software development company but rather a operational supply chain team working across multiple companies in a group as a group shared function. We don’t use scrum or sprints or any of these kinds of project methodologies that have been so useful in software development. (Whether that is good or bad is a topic for another discussion :grinning: )

Our issue is that we have multiple different projects with completely contrary focuses and entirely different businesses and teams that we are trying to juggle with too few resources. Not an unusual story I am sure. My/Our biggest challenge is the ability to actively plan what activities we are going to work on when for which company. I also need to challenge those organisations to plan their work in order to be effective.

For me, that means the ability to actively plan what I will do in a week month etc. and the Sunsama drag and drop idea works well. Where that can be improved is the ability to see if the work has been planned (on the card) and simulate whether or not we will meet the deadlines based on the planned work. Not sure if that clarifies, or just repeats what I have already said in a slightly different way.

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Sync tables between boards
#19

+1 for this feature. :slight_smile:

1 Like

Create Rules for to automate cross board and Workspace
#20

+1 for this feature as it is very much needed.

@coa and Infinity team please take a look at this video on best use of My Tasks in Asana for inspiration.

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#21

Besides the other great examples posted, the Asana “My Tasks” example @joseph posted has a few features that are excellent for a “List View” format of all tasks assigned to a user across boards and workspaces:

~ Collapsible “Standard Views” of Today, Upcoming and Later - Those of us who are visual really appreciate this. Being able to remove specific sections from the view mitigates the sense of feeling overwhelmed by a list with hundreds of tasks. Removing items from the visual field that don’t require our immediate focus helps us “visuals” see and think more clearly about what needs attending to.

~ Automatically arrange items into sections by filtered due date - In the example video, the presenter refers to her concern that Asana doesn’t do this (Asana’s dragging and dropping as the only way to rearrange a list of hundreds of items is tedious and time consuming). I would love if Infinity would include the arrange items filtered by due date feature in their implementation, along with dragging and dropping that includes when dragging an item to “Today” its due date automatically changes to today.

~ Include the ability for users to create and name custom sections within the list that augment the “Standard Views” of Today, Upcoming and Later - So we could also break it up anywhere into preferred sections; here the user-created sectioning of the list could either be separate from the “Standard Views” or within the lists “Standard Views”.

I suppose the developers could incorporate these features into a viewing format other than “List View”, so having them included in whichever viewing format they create would be helpful.

Is it possible that - in the spirit of Infinity boards’ data multiple layout view - the developers can create a multiple layout view of “See all tasks assigned to a user across boards and workspaces”? Perhaps it’s too complicated to do, but being able to see different views of this all-important data is a nice thought, and if they did it well, it would surely put Infinity more apart from the pack.

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#22

@joseph, @chrish hey guys!

Woah! Amazing. I like your ‘case studies’ very much. I dare to call them like that, since those are really good suggestions.

I won’t try to play it too smart, I’ve already taken a screenshot and forwarded the video to our dev team.

I’m inviting our CTO @damir89 to join the conversation :slight_smile:

Cheers!

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#23

If I can add my 2 cents here, I think that seeing all tasks assigned to my should be limited to only one workspace. I understand that LTD members who have multiple workspaces could be tempted to divide their life into many workspaces and seeing all tasks across all workspaces could seem advantageous but I think that in real life it’s not only unnecessary but also too distracting. What do I have in mind?

Workspaces are meant to contain whole organization or at least a department. So if you run 2 companies you don’t need to see all tasks from both companies. Or If you are a managing director and there are 3 departments in your company (and each is a separate workspace) then at any given time you are interest in one department only. Seeing your tasks from another department or another company may give you too much information noise and lead to cognitive exhaustion.

If you have other comments or if you’ve noticed I’m missing something, please feel free to add your thoughts and ideas.

8 Likes