Use sub-calendars, customized calendar links, feeds, and more to keep projects organized and moving forward.
It’s a challenge to manage a group with multiple projects of varying scope. Keeping all the information organized — and keeping everyone on the team on task and clear on what they need to do — gets a lot easier when you use Teamup.
Managing a group with multiple projects
This is a common work scenario.
If you lead a design team, for example, you’re working with a group on multiple projects and tasks all the time. You might have recurring in-house design needs, as well as client projects that vary in scope and timeline.
As the team lead, you also need to know the schedules, abilities, and assignments for each individual on your team. It’s a lot of information to manage.
This is where Teamup really shines: consolidating multiple streams of information into one easy-to-use interface.
“Your calendar is the only one I’ve found that has a team function that is not only usable, but extremely simple to set up.” — Bert W.
Our design team calendar example
Let’s say that you’re leading a design team of five people (including you) for a marketing agency. You have regular in-house design needs, though they don’t always occur on a predictable schedule. Your team also handles all the design work for client projects, which can range from “simple” (a logo redesign) to complex (a complete rebranding package).
Let’s look at how you could use a Teamup calendar to keep all the information sorted and scheduled, without losing flexibility.
Organize your team with sub-calendars
First, you want to be able to work with individual team members on assignments and schedules. So create a calendar for each member of the team. Include yourself, of course. Organize your calendars in a folder by using a folder name or names, and > to create a hierarchy. In this case, you’ve created a main “Design” folder. Then you’ll nest another folder and set of calendars in it for the Design Team, by using Design > Team > Calendar Name.
Now each person on your team can share their schedule (meeting, away from office, etc.), receive assigned tasks, and share updates on their progress on their own, designated calendar.
Your next set of calendars might be for projects or clients. In this example, you’ve created a Client Projects folder (nested in the Design folder), with individual Client calendars, as well as a calendar for In-House Projects.
You can use a customized event field to specify the type of project, then have that field’s data appear on the calendar view.
Events that you assign to more than one sub-calendar can appear as separate boxes or as striped events in your calendar view. (Set your preference in the General Settings.)
When you’ve set up the sub-calendars the way you want them, set up calendar access for each member of your team. You can set their permissions as needed (and these can be changed at any time).
Give calendar access to your team
You can grant calendar access via account-based users or via secure shareable calendar links. We recommend using account-based access for individuals who will regularly access and use the calendar. Shareable links are helpful for temporary calendar access, when embedding a calendar, or if you need to create a secure way for the public or a large group to view your calendar.
Read more about working with users and links here.
For example, you may want all team members to see what’s happening on a client’s rebranding project, so they can be aware of schedule conflicts. But if only two people are actively working on the project, they’re the only ones who need modify permissions for the sub-calendar. As your team opens and closes new projects, you can modify the permissions for each person’s link as needed.
Share information with other departments
Perhaps your team needs to work closely with another team or individual on a project. If so, you can set up ways to share information via your Teamup calendar.
It’s very important to consider security when sharing a iCalendar feed. To maintain security and share information, open your calendar from a shareable link with appropriate sharing permissions for those who will access the iCalendar feed. Then set up the feed from that link.
Read more about setting up secure iCalendar feeds.
You can share calendar feeds with other individuals or departments; this way they can receive information from your Design calendar onto their own. The feed works with multiple calendar choices, such as iCal, Google Calendar, and Outlook.
Set up a secure calendar feed by opening up the calendar from a link with appropriate permissions. Then go to Settings > iCalendar Feeds.
You may need to coordinate with the sales department, for example, to go over the materials your team is helping them create for the annual conference. Create a sub-calendar for the annual conference, then share the feed link with their departmental calendar.
It’s pretty great to eliminate the hassle of multiple back-and-forth emails about time availability and progress on various tasks. The calendar feed lets everyone see what’s happening, and when.
You can also set up a unique shareable link for a department, colleague, or client.
Using links to share information is really helpful in these situations, because they don’t require a login and you can close them out when needed. Perhaps you want a client to see the timeline on their rebranding progress (again, saving an email barrage of questions about “How soon my logo will be finished?”); set up a read-only link to the project calendar for the client.