šŸ§  Project Template of the Month: Common Core Aligned Network (Academia/Research)

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MiŔa Hennin
MiŔa Hennin Admin, MeisterLobster, EN Business, DE Advocate Posts: 1,397 Community Admin
edited November 2023 in Tips and Templates

Hey!

This academic project board was inspired by theĀ EU Network of AcademicsĀ šŸ¤“. It acts as aĀ network for academics from different universities working on trans-disciplinary research.

You might remember how the different branches inĀ @fionaburke's educationalĀ mind mapĀ linked to different sections of a MeisterTask project - itā€™s exactly these sections that weā€™ll be looking at today!

With thisĀ static project,Ā academics across the globe align toĀ reach a common project objectiveĀ while working on their independent tasks šŸ“š.

Devoted to defining workflow, the first section is limited toĀ one explanatory task: this is exceptionally useful as a reference when onboarding new team members šŸ¤. The subsequent sections are "work packages":Ā mini-projects with specific objectives and teams.Ā The first task of each section definesĀ roles and ownership; the second Overview task outlinesĀ objectives. All following tasks correspond to the outlined objectives šŸ¤Æ.

Sounds like a lot?Ā Import the json file attached belowĀ to your own MeisterTask account to explore Fiona's board independently.

šŸ’” More info on importing project templates can be foundĀ here. Note: Automations won't be imported and will have to be set up manually. You can find out more about automationsĀ here.šŸ’”


Project Boards Highlights

Restricting Access to Sensitive Information

When tasks are moved to the WP3 section, they are automatically transferred to theĀ Inbox sectionĀ in a separate WP3 project using theĀ Move Task automation.Ā Fiona enabledĀ roles and permissionsĀ in the WP3 project toĀ restrict access to the sensitive information.Ā 

Using Tags to Allow Easy Filtering

Fiona has addedĀ tagsĀ such asĀ "Pending", "In Progress" and "Done - Needs Approval"Ā for quick filtering. Project members can use theĀ filter menuĀ on the right to instantly see only the tasks that are tagged with one of these statuses. With this knowledge, you can devote more time to tasks that need it. Remember, tags areĀ increasingly useful for organizationĀ as your project grows and the number of tasks within it rises.Ā 

Loading Checklist Templates for Quality Control

Sometimes the same steps need to be taken in a variety of tasks, this is whereĀ checklist templatesĀ can be really useful forĀ saving time and ensuring quality.Ā Fiona created two checklist templates in this project: Agenda Points and Feedback Review. Collaborators can load these checklists into any relevant task, ensuringĀ important points aren't overlooked and quality is consistentĀ across the project.

Let me know what you think in the comments below!

Comments

  • Emily
    Emily EN Pro Posts: 132 Star Contributor
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    Hi!

    I don't actually partake in any projects like this and I'm also pretty far from the EU Network BUT I think my colleagues in higher education would love this board. A few of my professor friends are working on historical research in preparation for a book - they're all taking slightly different angles to a singular theme. I think this is where a board like this would come in really useful.

    I also love the 'restricted section' - this is something I could definitely incorporate into my own shared boards + classes.

    Thanks!

  • Rooster McNugget
    Rooster McNugget MT Tester, DE Business Posts: 605 Community Leader
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    Hi @MiŔa,

    thanks for sharing this super board. I especially like the WP3 automation with the restricting access area.Ā Something I didn't think about yet. So thank you! šŸ¤—

    Will definitely download and have a look. Maybe I can still adapt something in my boards.

    Best, Samuel

    The impossible does not exist! The solution has just not been found yet!

  • MiÅ”a Hennin
    MiŔa Hennin Admin, MeisterLobster, EN Business, DE Advocate Posts: 1,397 Community Admin
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    Hey @Emily - I agree. But I also think this board could be adapted to a variety of collaborative work. For example, even if research isn't directly connected, a shared board would allow everybody's process to be centralised so you could just stay up to date with what others are doing even if it doesn't impact your own work. I guess that's what I like about it - something similar could even be used as a sort of personal diary to share with your friends maybe?

    Yes @Rooster McNugget both Andrew and I were very impressed by Fiona's use to the WP3 automation! I've not seen it before so was really pleased when she shared and demonstrated it. Let me know what you think if you have more of a look or any other thoughts!

  • Joerg Koper
    Joerg Koper DACH Partner, MT Tester, DE Business, EN Advocate Posts: 1,389 Community Leader
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    Hi guys ļ»æšŸ‘‹šŸ™‚

    I like @fionaburke's example and the explanation from @MiÅ”a very much. We can see how flexible MeisterTask can be used for nearly every kind of team projects šŸ‘ļø

    We have implemented the "move task" automation in some of our project boards too. Especially when tasks have to be moved from a project to the accounting of my agency. I have recommended a similar workflow for the use in a car dealership some weeks ago too.

    Best, jƶrg

    Als Experten-Partner von Meister fĆ¼hre ich in meiner Agentur u. a. Workshops fĆ¼r die Integration der Meister Software durch. Hier in der Community freue ich mich auf den Austausch mit Euch und helfe bei Fragen zu MeisterTask, MeisterNote und MindMeister gerne weiter.

    Weitere Informationen findest Du auf agenturkoper.de und LinkedIn.

  • MiÅ”a Hennin
    MiŔa Hennin Admin, MeisterLobster, EN Business, DE Advocate Posts: 1,397 Community Admin
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    Hi @Jƶrg Koper and thanks for sharing that use case. I can imagine the "move task" automation really simplifies processes when it comes to things like accounting. And thanks for the link!

    Best,