In my previous blog post I introduced the pros and
cons of DO.com. Go ahead and read it, and come back to this blog where I
explore how to use DO.com via a sample project.
How
do I start?
Lets walkthrough a basic project / task
management and try to use our imagination as to see what we can use this
platform for.
-
First visit https://do.com/ and
sign up for your personal do.com account, this is where we manage our projects
and tasks with the specified group of people
and tasks with the specified group of people
-
There are two ways of signing up, you can sign up with your personal ID or use
your Google Apps ID if you have one.
You’ll see the following screen
You’ll notice on the left hand side there are a
couple of things that look interesting
·
Groups – Your group is the people you work with
and the projects, tasks and notes you work on together. To share projects,
tasks and notes with someone, they must be in your group. You can create
multiple groups by clicking the ‘+’ sign on the bottom left hand corner
·
Tasks
- This is a list of your
tasks or your groups task and you can filter them based on pre-defined filters
like “Completed task”, “My Tasks” etc or create your own custom filter
·
Projects – This is the wrapper for all your tasks;
projects are meant to reduce clutter and organize tasks logically. When you
share a project among your team they can access all the tasks within the
project.
·
Notes – this is like a sandbox of notes and
ideas each person wants to track, and can evolve into a task or attached to a
task.
Step
1: Create a project
During your 1st login you might
have created a project and some dummy tasks. If you skipped those steps, then
create a new project, by clicking on the project and ”create new project”
Enter
the
·
Project Name
·
dead line of the project
·
description
Once the project is created, we get a detail UI
where more tasks can be created. But before that, a quick note about the
project tabs
There
are 3 tabs:
1) Tasks shows a
list of tasks for current project, you can create new tasks, Subscribe to the
list on your calendar, or create a new section to organize the tasks for
logical separation.
2) Activity, This
tab reminds me of chatter.com feed, this acts as a similar news feed for the
project and changes to the list of tasks
3) Attachments, obvious
enough, is a tab to keep track of the attachments your members posted in the
project
Step
2: Create tasks
Now that we have a project, we need to create
some Tasks. Navigate to Tasks and click on create Task button
The creation page collects some basic info
Do.com users may invite colleagues, friends and
family to tasks regardless of whether those contacts are Do.com users. Invite
your members and if he/she is already invited, name is available to select on
the dropdown. I’m not going into the details and will leave it to your
imagination to fill out the rest of the task details
Things
to Note:
·
Tasks can be
recurring and can be assigned to multiple people.
·
Once assigned the member
gets a notification by email, and can choose to accept it.
·
Once task is completed
the member can mark it as completed from either the dashboard, his email or
from the mobile
·
The dashboard gives a
high level overview of the ongoing/completed projects and tasks.
I hope I have whetted your appetite for DO.com
with this blog. The best feature of DO.com is its ability to integrate
intimately with salesforce.com.