Project and task management - APPLAN

APPLAN is an integrated task tracker for managing projects, resources, and deadlines in one system.

Project and task management - APPLAN
INGELLO / BUSINESS1817

I noticed a funny pattern long ago. The smaller the team, the longer it is convinced it does not need a task tracker. "There are five of us, we all know everything, we discuss it all in the chat." That is true exactly until the first vacation, the first sick leave or the first parallel project. Then it turns out that a task "everyone knew about" is not done, because each person thought someone else was doing it. That an agreement with a client drowned in the chat between memes and a lunch discussion. That a new developer spends a week finding out what stage the project is at by asking colleagues one by one. I have been leading development for many years and walked this path myself, so at some point we built APPLAN, our own tracker for teamwork.

Why a chat is not a tracker

A chat is a wonderful tool for conversation and a terrible one for memory. It works like a river: everything flows, the new washes away the old, and a week later finding what was agreed is almost impossible. A task in a chat has no status, no owner and no deadline. It is just a message that someone read and someone did not.

I once asked a client's team to find in their work chat a decision they had made a month earlier about an important integration. Three people searched for forty minutes. They found two contradictory messages from different people and never figured out which one was final. They had to get on a call and make the decision all over again. Forty minutes of three people plus a call, and that is just one task out of a hundred.

A tracker works differently. It is not like a river but like a board in a command post, where every flag has a place, a colour and a label. You look at the board and understand: these tasks are in progress, these are done, these are stuck, this is who is doing what. No need to ask anyone, no need to call a meeting to find out where things stand. That saves more time than it seems, because every "so how is that going?" distracts two people: the one asking and the one being asked.

A task without a status, an owner and a deadline is not a task. It is a wish.

What we wanted in one place

When we were designing APPLAN, the problem was not a lack of trackers. There are hundreds. The problem was that the work of a small development team was smeared across five services: tasks in one, discussions in another, files in a third, code in the repository, meetings in the calendar. Every switch between them is a small loss of attention, and over a day there are dozens of such switches. So the main idea of APPLAN was simple: gather in one window what the team needs every day, and connect the rest through integrations.

  • Projects tied to a specific team rather than hanging "in someone's head".
  • A task board by stages, with each project having its own stages: development has some, design others, marketing others still.
  • A task card with a description, a canvas for architecture sketches, discussion, an event feed and attachments.
  • A link to the repository, so You can browse code and create issues without leaving the tracker.
  • A shared team calendar showing meetings, deadlines and workload.

We described all this in detail, with screenshots, in the APPLAN case study, so here I want to talk not about features but about what makes task management work at all.

Nesting, dependencies and time

Three things distinguish a tracker that helps from one that merely stores a to-do list. The first is nesting. Big tasks need to be broken into small ones, otherwise the tracker holds "build the sales module" for three months and nobody knows how much is done. A good task fits into one or two days of work, and its completion is visible. The second is dependencies. You cannot start front-end work until the design is ready, You cannot test until the code is ready. When dependencies are explicit, the manager sees which task is holding up the whole chain and what happens if it slips a week. The third is time tracking. Not to watch people, but to answer honestly six months later how much such tasks really cost and to estimate the next projects more accurately, not by gut feeling.

Visible workload

A separate word about team workload, because this is what managers lack most. The typical situation: the manager hands out tasks to whoever is nearest or whoever does not refuse loudly enough, and a month later one developer is drowning while another is bored. Nobody is to blame, nobody just sees the whole picture. When workload is visible on one screen, an imbalance shows up immediately, and it can be evened out before someone burns out and the project slips.

It is like a conductor who sees the whole orchestra. Without that view each musician plays his part honestly, but someone comes in too early, someone does not come in at all, and the result is noise.

How to bring order to tasks

If Your team currently lives in chats, try one simple step. Agree on a rule: anything that requires more than an hour of work goes into the tracker with an owner and a deadline. Not into the chat, not into private messages, not into someone's head. The first week will feel unusual and someone will grumble. A month later there will be nothing left to discuss at stand-ups except the genuinely hard questions, because everything else is visible on the board.

Which tracker to choose is a secondary question. For us it is APPLAN; for larger companies tasks and projects live in Forma's project management section, connected to sales, personnel and the warehouse. But any system works only if the team has agreed to use it. Start with the agreement, the tool will follow. Clear tasks and calm deadlines to You, colleagues.