Run a 20-minute weekly planning review
A repeatable routine that uses the Calendar, Board, Dashboard and Activity tabs.
A short, steady review keeps work from slipping. This routine takes about twenty minutes and needs no preparation.
- Open the Dashboard and look at Overdue
Anything late is the first thing to discuss. Choose Open beside an item to read it. See The Dashboard tab, explained.
- Switch to the Board and scan the In review column
These are the projects waiting on someone. Add a comment and @mention the person who is holding it up. See The Board tab, explained and Comment on a project and @mention a teammate.
- Move finished work to Done
Drag a card, or change its Status in the project window. See Change a project’s status.
- Open the Calendar in Week view
Look at the coming week. Drag anything that has moved to its new day. See Switch between month and week view and Reschedule by dragging.
- Check the Activity tab for Mentions
Reply to anything you were tagged in. See Find where you were tagged.
- Turn the best new ideas into projects
On IdeaLine, open any idea that reached Shortlisted or Active and choose Promote to project. See Promote an idea to a project.
Use the same day and time every week. A review people can predict is a review people attend.
Related articles
- Switch between month and week viewZoom in on one week or step through months.
- Choose Columns, Cards, List or IconsFour ways to see the same board. Pick the one that fits the task.
- The Dashboard tab, explainedCounts, charts and lists that show how the work is going.
- The Activity tab, explainedA feed of what changed and where you were tagged.
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