Hi, I’m trying to do something similar.
We made Projects for each client first. And we have Account/Project Managers review each client’s current project status on the daily.
But many functions within each client project belongs to a department. For us, the departments are “Accounts Receivable”, “Accounts Payable”, “Compliance”, etc. So we label each department as a project also and tag every task in both projects (Client project and department project). To distinguish client projects from department projects, we put an underscore in front of each department project. For Example: _Accounts Receivable
So it looks like this:
Anyone else doing this? I haven’t tried Teams, but that may help. I tried a simple test and a task can be shared between the Team and the Client Project, that’s good. Maybe it will help. At end of day, we need a complete multi-dimensional tracking by both Client and Department/Team. Each task needs to appear in both sections.
The problems are:
a) We don’t know if all tasks are in both a client project and department project without scanning through all of them manually. Perhaps there is a report we can create to see if tasks have less than 2 projects?
b) We actually add “many” client projects to a single department task if it is the same task for every client. For example, we have to file taxes for a bunch of clients. So we call it “Taxes” and assign it not just to the “_Tax” department but also to the Client 1, Client 2, Client 3, etc projects. So there are a lot of tags! Probably not the best way, but we did it so that we did not have to replicate the task so many times which takes up a lot of space (we use subtasks within that task instead).
So is it better to use Teams instead of multi-dimensional project mapping (Clients & _Departments) in one master team?