Table of Contents
Telescope Essentials is designed primarily for individuals and small teams (1-15 users typically, although there is no limit). There is a 1GB limit of file storage, ideal for Word documents, spreadsheets, small images and PDFs.
Below are several different ways the AutoBoard (exportable) can best be utilized for this team size.
Board and Task Tips:
- Personalized Boards: This is usually the easiest and most organized approach for users using their own board as a personal reminder for weekly tasks. Each user builds their own board for a given team for scheduling and tracking their progress, especially since the AutoBoard moves tasks between the four columns, based on their status and deadline. Tasks created in each board may also be used to describe different phases of a project, or as a project, entirely (depending on size and scope). Tasks can also be used as goals or mile-markers within a project, or as standalone items. The boards may be named accordingly, such as “Rachel’s Board”. Some users may require multiple boards per user, such as “Martin-1” and “Martin-2”.
- Boards as Projects: This method is very popular for allowing multiple projects per team to be monitored, with tasks assigned to multiple users at a time. The boards may be named after the project, or multiple boards may be used within a team for different project phases. Board names may be things like “Project-1” or “Project-1.2”, “Project-1.3”, etc.
- The calendar provides a bird’s-eye-view of all work for a given team.
- Progress is tracked in every board in the “In Progress” column. This makes it easy to quickly skim over a board. Tasks showing a blue “Play” button indicate that task is in a “Paused” state and something may be wrong, or a user is stuck.
- Color tags with tag names replace labels and sticky notes in the office.
- Subtasks provide an added layer of detail.
- Files can be attached directly from the task or shared from the Shared Files area.