Startklar mit Planio » History » Revision 2
Revision 1 (Thomas Carney, 05/25/2016 03:47 PM) → Revision 2/15 (Thomas Carney, 05/25/2016 03:53 PM)
# In nur Get productive with Planio in 10 Min startklar Minutes Planio ist die gewinnbringende Verbindung verschiedener Tools. Für erfolgreiche Projekte und optimale Zusammenarbeit. Flexibel und nahezu allen Anforderungen gewachsen. is a powerful set of collaboration and project management tools which is flexible enough to adapt to almost every situation in the workplace. Für den Anfang empfehlen wir: Mit weniger beginnen und schrittweise alle Funktionen aufschalten. Noch besser: Wir legen jetzt gemeinsam los. Especially if your company hasn't used a tool like Planio before, we recommended to start small and add more features as you go. {{>toc}} ## Machen Sie es einfach Keep it simple stupid Diese Vorgehensweise hat sich bewährt: **Wir reduzieren Nobody likes complicated -- and neither do we. If you're just starting, why not take a radical approach: **Let's strip your Planio zunächst auf ein Minimum** und Sie konzentrieren sich auf das Wesentliche. down to the bare minimum!** Sie werden sehen: Sie verpassen nichts. Und nach und nach nehmen wir gemeinsam Fahrt auf. Don't worry - we aren't burning any bridges here. All bells and whistles will still be there when you need them later on. ### Ein Projekt am Start with only one project Wir beginnen mit einem Projekt. Auch, wenn Sie viel vorhaben. Gerade dann ist es besonders wichtig erst mit einem Projekt loszulegen. Machen Sie sich mit allem vertraut. Anschließend können Sie immer noch alles nach Belieben ändern. Versprochen! For starters, we recommend you only use one single project. Not more. Sure, you'll have a lot of stuff to do organise with Planio, and you can create as much content as you like. But have only one project in the beginning. Add more later if you need them. Und jetzt starten wir endlich mit Ihrem Projekt Let's create a super simple project, shall we? - Bitte oben zu Navigate to **Administration**, dort dann **Projekte** auswählen. then **Projects**. - Bereits Projekte angelegt, die Sie nicht mehr benötigen? Ab ins **Archiv** und bei Bedarf wieder hervorholen. Have projects you created but don't use anymore? **Archive** all of them. Don't worry, you can always unarchive them later.  *Ungenutzte Projekte archivieren* *Archive unused projects* - Oben rechts On the upper right, find the **New project** link in der Ecke bitte Klick auf **Neues Projekt** the contextual area and click it. - **Projektnamen** auswählen – der Name Ihres Unternehmens? Ihres Teams? Mein Projekt oder Testprojekt fänden wir schade. Da geht noch was. Schließlich wollen Sie doch direkt mit Planio arbeiten. Und was erledigen. Select a **Name** for your project. How about the name of your company or the name of your team? Let's not settle for *My project* or *Test project*. We're in it for the real deal, this time - actually getting stuff done. - Das alles können Sie ignorieren – Kennung, Website, Unterprojekte – weiter geht es unten bei den **Apps**. Don't bother with **Identifier**, **Homepage**, **Subproject of**, etc. You can skip those and have a look at the **Apps** section. - Bitte Häkchen setzen an **Aufgaben-Verwaltung, Dokumente, Foren, Blog und Wiki**. Activate the following apps for a clean and simple project: **Issue tracking**, **Documents**, **Forums**, **Blog**, and **Wiki**. - Darauf achten: Häkchen bei *Aufgabe* unter Tracker setzen, dann auf **Anlegen**. Be sure that the *Task* tracker is selected and click **Create**.  *Use only one project for everything in the beginning* If you've already invited other colleagues to Planio, be sure to add them to your new project using the **Members** tab. When selecting a role, choose *Manager*. If you haven't invited anyone yet, don't worry, we'll do that later. ### One Workflow to track them all Trackers let you define a unique workflow for recurring tasks like handling an incoming invoice or approving a purchase order according to predefined steps in a business process. That's not what you were after when we said simple, right? - If all you want to do for now is manage, assign, and work together on tasks, head over to **Administration** -\> **Trackers** and simply delete all but the *Task* tracker. - Now, still in **Administration**, navigate to **Issue statuses** and delete all but the default *New* and *Closed* statuses. For the sake of consistency, rename *New* to *Open*. ### Flatten your hierarchies Roles are a powerful way to manage access control in Planio. They give you fine-grained control over the "who can do what" in your project. Our hypothesis: Forget roles for now. - Navigate to **Administration** -\> **Roles and Permissions** and delete all roles but the *Manager* role. - Be sure to edit the *Manager* role and assign all available permissions. We want everybody on the team to be able to do everything for now. You can always restrict permissions later. ### Less numerous enumerations Getting the hang of it? Let's remove some more unused stuff for now. - Already in **Administration**, click on **Enumerations**. This where you define custom document categories, issue priorities and activities for time tracking. - Delete all document categories and create a new one called *General*. - Delete the *Urgent* and *Immediate* priority. *High*, *Normal*, and *Low* should be enough for now. - Delete all activities and create a new one called *General*.  *Use only a few numerations* Feels good, doesn't it? ### Get rid of unused fields Don't feel like selecting trackers, categories, milestones, and % done for a simple task? Let's get rid of them and simplify our workflow. - Still in **Administration**, click on **Workflow**. - Leave the select boxes to *Manager* and *Task* (our only role and our only tracker) and click **Edit**. - Make sure that all four check boxes are checked, this will let everyone switch a task's status from *Open* to *Closed* and back.  *A basic workflow* - Click **Save**. - Now, select the **Fields permissions** tab, and - in both columns - set all select boxes to **Read-only**, except for the rows **Subject**, **Description**, **Priority**, and **Assignee**.  *Reduce issue form fields to a healthy mininum* - Click **Save** again. Got it? By setting the fields to **Read-only**, we've actually removed them from the forms that are used to create and update tasks. It will make those forms much simpler and easier to fill out. Afraid you'll miss a field later on? No problem, just switch it back from **Read-only** to the empty selection and the field will be visible again in forms. ## Get to work! That's it, you're done. Welcome to the most simple Planio setup. What to do next? Here are some ideas: ### Invite some colleagues If you haven't, invite your team members to Planio. - Navigate to **Administration**, then **Users**. - Click on **Invite users via email** and enter a couple of email addresses. If you're still learning how to use Planio, maybe invite only one or two colleagues at first. You can always add more later. - Be sure that the checkbox next to **Also invite these users to existing projects** is checked and click on **Invite**.  *Invite colleagues to Planio* ### Create some content Navigate to your project via the **Projects** menu at the top and check out the different sections. But what are they for? Let's see: - **Overview** and **Activity** show you what's going on in your project. Skip them for now and come back a little later. - **Issues** are single action items that need to be done. Some people say "tasks" or "work packages". A more technical term is "ticket". No matter what you call them, issues define work that can be assigned to people on your team. Their progress will always be tracked in Planio. - The **Blog** is great for announcements. Have a new member join the team? Signed a new client? Have an important milestone to celebrate? Write a blog article and keep everybody in the loop. - Within **Documents**, you can upload important office documents like Texts, Spreadsheets, Presentations, etc. The documents section is great for publishing finalized documents. While you still work on unfinished documents, you might want to use issues instead and attach current versions as you update them. - The **Wiki** is your project's Wikipedia. You can create wiki pages with important content that you'd like to work on with the team, like a glossary, meeting minutes, process descriptions, you name it. A wiki is never finished. Everybody can and should be encouraged to add, update, restructure, and even remove (old) content. Updates to wiki pages are tracked and you can always jump back in time to see and compare older versions. - The **Forums** can be used to discuss project related topics. Whenever you'd like feedback on an idea or would like to spark a conversation, write a forum post. You can select to **watch** interesting conversations and receive email updates about them. Or you can check in from time to time and read up on the latest posts when you feel like it. ### Think twice before you send an email! Now, what's the best way to adopt Planio in your everyday life? It's really simple actually. It all comes down to one easy habit to adopt: **Think twice before you send an email!** Know that reflex to open up your email client and add all your colleagues in CC? Don't do that anymore! Think about what it is you're writing. If you're looking to get work done, create an issue. If you want to announce something, use the blog. Have a PDF file to share, upload it to documents. Want to write meeting minutes or describe the new workflow for [[Create_a_custom_workflow_for_recurring_tasks|submitting a vacation request]], update the wiki. Finally, if you just had an awesome idea and want feedback, write a forum post. Encourage your colleagues to do the same, and enjoy less email, a better structure, and incredibly improved productivity!
.