Skriv is very easy to handle. The configuration work is to be done only once, and is very well explained. Subsequently, create projects and making them live is very simple, while offering the power of Skriv's unique features.
1. Create an organization
An organization is a set of projects that are all based on the same process.
When you create an organization, you can choose to configure it entirely by hand, or use one of the proposed templates.
Let's say you are using a model.
2. (optional) Adapt the workflow
The workflow is formed by successive steps.
If the one proposed does not exactly match your organization, add or remove steps, or change the assignments.
‣ A step can be assigned to a user or a user role: it is the person who will have to do the work.
‣ A step can also have a validator, who can also be a user or a role: it is the person who will validate the step before proceeding to the next step.
3. (optional) Adapt the user roles
Several user roles are proposed, depending on the chosen model.
If you think they are not the best fit for your internal organization, you can add or remove roles.
Each role can be associated with rights:
‣ Create new projects
‣ Manage projects (modify category, deadline and assignments)
‣ Prioritize projects against each other
‣ Be notified when a project has been created
4. (optional) Adapt the templates
Several templates are available.
Each template defines which steps are enabled, and what are their durations.
It's up to you to define the types of templates you use, the steps that need to be completed, and the time that will be allocated to them.
So, by creating a project, rather than defining the steps and their durations one by one, all you have to do is choose your template. It's much faster!
5. (optional) Create categories
You can create categories, which will be used to easily group projects.
These categories can correspond to the teams of your company, or to your different customers, or to great features... it's as you prefer!
6. (optional) Create sprints / cycles
Are you on two-week sprints? Six-week cycles? Quarterly milestones?
By placing your projects in cycles, you will not need to manage the deadlines individually: the projects will settle on the deadline of the cycle.
And if you move a project from one cycle to another, Skriv will automatically recalculate all the associated deadlines (that of the project, but also those of the intermediate steps).
7. Create projects
To create a project, you need at least one title.
You can add:
‣ A category
‣ A deadline, or a sprint
‣ Activated steps (or a chosen template)
‣ Assigned persons, with associated roles
8. Follow your projects' life
At its creation, the project is assigned to the person who must work on the first stage.
It only takes one click to report that a step is complete.
The project moves to the next step, and is assigned to the right person.
When the last step is complete, the entire project is marked as completed.
The newsfeed of the project displays all the events (creation, modifications, validations of steps) as well as the comments.
9. Manage your projects
The roadmap provides a comprehensive and accurate view of all projects, and where they are, step by step.
‣ Yellow: pending stage
‣ Green: completed step
‣ Dark Green: step completed after its due date
‣ Red: late step!
You also manage the priority of the projects, by moving them by drag n'drop. And if you move a project from one sprint to another, Skriv recalculates its deadline (and all stages) accordingly.
, Project Management
as it should be:
based on your workflow