Team Prioritization

Ducalis offers teams the ability to collaboratively evaluate their issues for prioritization. We believe prioritization is better done as a team because it helps create a team alignment towards the company’s goals. 

A team based issue prioritization system gives everyone in the team a chance to give their opinion on what issues they think the team should prioritize. Last but not least, it helps create some level of transparency in the company.

In this article, we are going to talk about:

  • How to organize a team-based prioritization system.
  • The actual process of evaluating issues for prioritization as a team.

How To Organize a Team Based Prioritization System

Organizing a team based prioritization system involves the following steps:

  1. Creating teams according to their expertise (e.g., Product managers, Developers).
  2. Adding your teammates to the teams.
  3. Assigning criteria to the teams.

Creating Teams

The first thing you want to do is create teams. The teams are created according to expertise, for example, developers, marketers, product managers etc.

  1. Go to Board Users and Teams Settings.
  1. Under Board Users and Teams Settings, find Add Team at the bottom of the settings page, and click on it to start creating a team.
  2. Type the team’s name in the text field and hit enter.
  1. Follow the same steps to create more teams.

Adding Users To the Teams

Add users who will evaluate the issues to their appropriate teams.

  1. Still under Board Users and Teams Settings, to add a user to a team, click on the +button.
  1. Type the name or email address of the user in the search field to quickly find them.
  2. Or select the user you want to add from the dropdown list.
  1. If the user is not in the organization, after typing their email address, an option to invite them to your Ducalis organization will appear.
  2. Assign an access level to the user you want to invite.
  3. Hit the Invite button to send the invitation.
  1. Follow the same steps to add any user to a team.

Assigning Criteria To the Teams

Some criteria are best exclusively evaluated by certain teams using their expert knowledge. We advise that you assign such criteria to specific teams to get more accurate prioritization results.

  1. Go to Criteria Settings.
    • From the top menu bar.
  • Or from the Board Users and Teams Settings.
  1. Under Criteria Settings, select the team you want to assign a criterion to from the top panel.
  2. At the bottom of the settings window, click on Add Criterion. Create a criterion that will be automatically assigned to this team.
  3. Then click Add when you’re done creating the criterion.
  1. If there are any criteria that are being evaluated by everyone in the board, it will be under Shared. If there aren’t any criteria being evaluated by all users in the board, this section will be empty.

Re-assigning a Criterion.

  • Go to the criterion, click on the edit icon.
  • On teams, click on the team that is currently assigned the criterion.
  • Select the team you want to assign the criterion to from the dropdown list.
  • Create a new one by just typing its name in the text field and hitting create.
  • Then click Save.
    You can also do this whenever you want to edit any criterion.

Evaluating Issues for Prioritization As a Team

After setting up your prioritization system, you can go on and start collaborating with your teammates in prioritizing the issues in your company’s backlog.

Evaluating

  1. While evaluating, a team member can ask a question on issues they do not understand to anyone on the board.
  1. If a user has the same question as the one that was already raised by another member, they can join the discussion.
  1. A member who is asked a question receives an email notification. The same applies for members involved in a discussion if there are any updates to a discussion.
  1. Users can see questions and discussions held throughout the board under Questions.

Checking the Team’s Alignment

Part of analyzing the prioritization results involves checking how your team’s opinions on what issues your company should prioritize are aligning. You can check this by going to the Alignment section.

Available on Team and Business plan.

This gives you and team the chance to check areas where your opinions are not aligned and quickly discuss them to find why and resolve the discrepancy.

Updated on July 26, 2022

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