This is a work in progress for the Marketing Project Management Simplification project.
Teams and individuals are often asked / requested to work on multiple efforts, across the company. For example,
While it is possible to use
issue assignments or
labels to track simple tasks and assignments, in an organization of scale, there are challenges.
Any individual can be
assigned to an issue. There no a built in mechanism to manage or moderate
assignment of a person to work on an issue.
labels are used to indicate a team is responsible for contributing to an issue, there is no current mechanism or process to manage adding a team
label to an issue.
These two limitations make planning and managing a team's commitments to tasks and work a challenge.
Use a project issue and workflow to consistently capture requests and manage commitments. Effectively a simple and efficient
request-issue that enables a request to be made, and a process to answer the request.
requestissue (defined by an
requestmanages the process and takes action
There are two key labels that allow a team to define and manage the process:
A project label that tags all issues in the process for example
sm_request - is the Strategic Marketing label for all requests. Need to explore the potential of these being common group level labels (shared across projects).
A set of scoped labels that define the workflow. Here is the list of labels from the Strategic Marketing workflow:
Typically - you would replace the "sm_" with the team initials.
Important Note: Managing a process like this based on labels, can create overhead in keeping everything in the right status. Expecting everyone to memorize all labels and right steps might be a challenge. It is possible to automate rules/policies that will either automatically close issues, add a label, etc. Learn how to automate label hygiene
Using an issue template helps to consistently define the process and make it easy to get started.
For example this URL will open a Strategic Marketing Request:
https://gitlab.com/gitlab-com/marketing/product-marketing/issues/new?issuable_template=A-SM-Support-RequestThe key is the end of the URL
new?issuable_template=A-SM-Support-Requestwhich tells GitLab to open a specific template!
The issue template, both describes the information that is needed to understand and prioritize the work, but also includes Quick Actions to assign specific labels. At the bottom of the strategic marketing template there are the following quick actions to add labels:
/label ~"sm_request" ~"Strategic Marketing" ~"sm_req::new_request" ~"mktg-status::plan"
New Requestsand decides how to respond. (
req::assignedis applied and the individual is assigned to the request issue.
req::completed(the SM Triage Bot automatically closes completed issues)
Just adding a label or tagging another person is NOT the same as a commitment!