Remote Team Hub

Projects

Tears are often working on multiple projects at once. This table holds all projects, their tasks, and how many tasks the team still needs to accomplish. One look at this table can identify how far along the team is, and whether additional resources need to be allocated differently across projects.

Fields

Name. The name of the project.
Description. A brief description of the project.
Deadline. The deadline for the project.
Related tasks. This field links to the Tasks table, identifying the different tasks associated with this project.
Total tasks. This formula field calculates the number of total associated tasks.
Remaining tasks. This formula field calculates the number of tasks related to this project that have not yet been marked as completed in the Tasks table.
Formula_field. This field is hidden on all views. It exists to help other formulas within the template function as desired. Avoid deleting this field if you want to retain this template’s formulas.

Views

All projects. Displays all projects sorted by earliest deadline to most recent deadline.
In progress. Displays projects that still have tasks waiting to be completed sorted by highest number of tasks remaining to lowest number of tasks.
Complete. Displays projects that have had all tasks completed and can be marked as complete sorted by earliest deadline date to latest date.
2022. Displays projects that must be completed within 2022, sorted by earliest deadline to latest deadline.
New project. Displays a shareable form that can be used to enter a new project into the database.

Tasks

Each project has a list of tasks associated with the project. For a risk assessment, there will be a protocol, or a series of tasks that must be completed in a specific order in order to complete the project for the client. This table homes all of the tasks associated with all projects the team handles, their current status, and the members assigned to those tasks.

Fields

Title. A brief description of the task.
Deadline. The date by which the task must be finished.
Priority. This field allows you to rank the priority level of the task on a scale of 1-3, with 3 being top priority.
Project. This field links to the Projects **table to display the specific project the task is related to.
Assigned staff. This field is linked to the Team members table. It shows which team members have been assigned the task.
Is complete. This boolean field lets you check mark off the tasks that have been completed.
Associated meetings. This field links to the Meetings table, displaying the specific meeting dates and times when this task was discussed.
Notes. Additional notes regarding the task.

Views

All tasks. Displays all tasks sorted by earliest to latest deadline.
Incomplete. Displays tasks that have not yet been marked as completed sorted by earliest deadline to latest deadline.
Top priority. Displays tasks that are rated as top priority tasks.
New task. Displays a sharable form that can be used to submit a new task.

Meetings

Meetings are important when it comes to giving updates, talking about blockers, addressing concerns, asking for help, strategizing together, and more. This table logs all meetings, whether they are routine or one time meetings, and the items discussed during the meeting.

Fields

Date and time (CET). The date and time of the meeting in ISO format and 24 hour format.
Purpose. The purpose of the meeting. Is it a routine meeting? A review? A strategy-focused meeting?
Title. The title of the meeting as it would appear in a calendar invite.
Frequency. The frequency of the meeting. If it is anything outside of a daily, weekly, or quarterly, select “one-time.”
Duration (min). The estimated duration of the meeting in minutes.
Tasks discussed. The tasks discussed during the meeting. This field links to the **Tasks table.
Required staff. This field links to the Tasks table to lookup the staff members that are required to participate in the meeting due to the task being assigned to them.
Optional staff. This field links to the Team members **table to display the additional team members that are invited to the meeting but are not required to attend.
Meeting notes. Add any additional notes about the meeting in this field.

Views

All meetings. Displays all meetings sorted by earliest date and time to latest date and time.
By meeting purpose. Displays all meetings grouped together by their purpose in the form of a kanban view. If you’re trying to remember during which daily strategy meeting you discussed a certain topic, this is a great view to reference.
By frequency. Displays all meetings grouped together by their frequency.
New meeting. Displays a shareable form that can be used to add a meeting to the list.

Events

Events thrown by the company for the employees can show their appreciation for the employees, encourage interaction between members, celebrate company success, boost morale, and overall build up the team. Companies throw a wide variety of events, ranging from trainings to virtual DJ happy hours. Use this table to track all events and participation.

Fields

Name. The name of the event.
Type. The type of event. Is it for training purposes or is it a fun, team building event?
Description. A description of the event.
Is virtual. This boolean field lets you check mark this field if the event is virtual.
Date and time (CST). The date and time of the event in Central Standard Time. This time zone can be changed to accommodate any other time zone.
Duration (hr). The estimated duration of the event in hours
Organized by. This field links to the Team members **table to display which team members organized the event.
Signed up. This field links to the Team members **table as well to identify which team members are signed up for the event.
Number of participants. This formula field calculates the number of participants registered for the event.

Views

All events. Displays all events sorted by earliest date and time to latest date and time.
In person. Displays events that are not virtual and require physical presence, sorted by earliest date and time to latest date and time.
Virtual. Displays events that are virtual sorted by earliest date and time to latest date and time.
By type. Displays all events grouped together by the event type in the form of a kanban view.
New event. Displays a shareable form that can be used to enter a new event to the list.

Team members

It’s important to value and appreciate the individual team members that work hard to help the business succeed. Having a place to showcase each of those employees and their interests can be helpful in creating a more friendly virtual work environment. Learning that a team member loves to run marathons or knits hats from their “About me” bio can go a long way to help team members bond and work together for the better of the company.

Fields

Name. The name of the team member.
Role. This single select drop down lets you select the role or position the team member holds.
Level. The level of experience the member has. Are they at a junior level, mid level or senior?
Headshot. This file upload allows your team to upload a picture of the team member. Pictures always add a more personal touch!
Email. The email the team member uses to communicate.
Phone number. The phone number the member can be reached by.
About me. A short description of something the team member enjoys doing and if they chose to share where they’re located.
Time zone. A single select field that indicates where the team member is based out of. This is helpful when scheduling meetings and taking everyone’s local time into account.
Birthday. The team member’s birthday if they choose to share it. This is in ISO format. It’s always nice to wish your teammates a happy birthday on their special day.
Required meetings. This field links to the Meetings **table, displaying the various dates and times this team member attended a meeting they were required for.
Optional meetings. This field links to the Meetings table, displaying the various dates and times this team member attended an optional meeting.
Tasks assigned. This field links to the Tasks table, indicating which tasks the team member is responsible for.
Events attended. This field links to the Events **table, displaying the various events the team member has participated in.
Events organized. This field links to the Events table as well, indicating which events the team member has organized or put together.
Number of meetings. This field calculated the number of meetings the team member has attended.
Number of tasks. This field calculates the number of tasks the team member has been assigned.
Number of events attended. This formula field calculates the number of events the team member has participated in.

Views

All team members. Displays all team members sorted in alphabetical order.
Heavy workload. Displays team members that are assigned more than 3 tasks, sorted in alphabetical order.
Event-goers. Displays team members that often participate in events and have attended more than 3 events sorted by lowest event attendance to highest.
By role. Displays team members grouped together by their role in the company in the form of a kanban view.
By level. Displays team members grouped together by their seniority level in the form of a kanban view.
By time zone. Displays team members grouped together by their seniority level in the form of a kanban view. Trying to organize an event for all members in a time zone? Reference this view!
Team members gallery. Displays team members sorted in alphabetical order in the form of a gallery view.
New team member. Displays a shareable form to add a new team member to the list.