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Juggling multiple projects at once? That’s usually the name of the game when it comes to managing any type of project-based work, whether it’s internally or for your clients. Until now, getting a clear, consistent picture of progress across those multiple projects meant jumping in and out of different boards, repeating the same setups, and piecing together the bigger picture manually.
We’re excited to say that changes today with the introduction of Workflows in Teamwork.com.
The need for a holistic view across all of your projects
Previously, the absence of a cross-project board view required a bit of finagling to see your full workload and track the status of work across your team. We heard this challenge loud and clear from some of you, including feedback like this:
“In Teamwork.com, we correspond each client to an individual project. We use the board to track our monthly progress and closings of books. It would help having continuity and to be able to make changes to boards across all projects.”
Workflows was designed to solve exactly that problem—bringing visibility, consistency, and efficiency to the way you manage tasks across projects. Over the past months, we’ve been gradually rolling out and testing this feature, and we’re confident that this release meets those needs and much more.
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So, what exactly are Workflows?
It’s a good question, given that you probably have your own definition of workflows that you and your team are used to setting up and implementing. In Teamwork.com, Workflows are a predefined set of board stages and automations that you can apply across multiple projects. Think of it as a customized playbook for how your team gets work done—one you can set up once and roll out everywhere it’s needed.
With Workflows, you can:
Create and apply standardized board setups across your projects for consistency.
View work across projects at the site level—in one unified board—for a true bird’s-eye view.
Save and reuse Workflows to reduce repetitive, manual setup work.
Layer in automations so every project follows the same process with less effort.
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Streamline your work by focusing on the bigger picture
Let’s drill down into those benefits a bit more so you can visualize how you might set up your first (or your next) Workflow:
1. Get a bird’s-eye view across your projects
From your Everything > Boards tab, you can now see tasks from multiple projects that share the same Workflow, all in a single Kanban view. This gives you the clarity you need to track work-in-progress across clients, teams, or tasks without hopping from project to project.
2. Reduce manual work
No more recreating board structures or manually checking for consistency. By building a Workflow once and applying it everywhere, you eliminate repeated effort and ensure your team is set up for success to follow the exact same process every time.
3. Increase consistency and reduce errors
At their best, Workflows standardize the way your projects run. This not only saves time, but also reduces the risk of errors, ensuring smoother collaboration across your organization. A win-win!
4. Bank on built-in flexibility
Need to build something unique for a specific project? Project-level boards remain fully customizable. You can create one-off, ad hoc setups when needed without losing the power of standardized Workflows for the rest of your projects.
5. Enjoy an improved Boards experience
Alongside Workflows, we’ve rolled out a refreshed Boards interface for you to enjoy. With a modern, intuitive design and improved task card interactions, managing work feels smoother and more natural than ever before.
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A game-changer for everyone, no matter your role
That’s right, we’re confident that Workflows will change the way you work, regardless of the type of work you do in Teamwork.com, including for:
Project managers who need visibility into workloads across multiple clients and teams
Operations managers who want to enforce consistency in processes and reduce repeated, manual setup
Worker bees who need to keep their eyes on upcoming deadlines within both individual and team-wide projects
Senior leaders who need to track progress across many client projects at once
We know that using any new feature can be daunting, especially when it has ramifications as vast as Workflows. Thankfully, our Help Docs have you covered with detailed setup instructions, where you can get all of your burning questions answered. Still, you can get up and running quickly by creating a Workflow in your site settings, or saving an existing project board as a Workflow to reuse it elsewhere. Once applied, you’ll have visibility across all projects using that Workflow in a single, unified board view.
Ultimately, Workflows brings clarity, consistency, and control to multi-project management. It’s about reducing the noise, simplifying processes, and helping your team focus on delivering great work on time, every single time.
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