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Second Brain with Teams

How to use Second Brain to collaborate effectively with your team.

In this video, I will show you how to use Second Brain to collaborate effectively with your team. We will cover adding an assignee property to the task database, creating a filtered view for assigned tasks, and creating dedicated dashboards for each team member. By following these steps, you can easily track the progress of tasks assigned to each team member. Watch the video to learn more and start using SecondBrain with your team today.

 

Key Steps:

  1. Open the task management tool (e.g., Todoist, Trello).
  1. Add an "assignee" property to the task database.
  1. Create a filtered view to display tasks assigned to a specific team member.
  1. Create a dedicated page for each team member with tasks filtered by assignee.
  1. Duplicate the main Projects and Tasks page to create individualized dashboards for each team member.
  1. Rename the duplicated page to the team member's name (e.g., Jason Dashboard).
  1. Set up filter rules on each view within the dashboard to display tasks assigned to the respective team member.

Cautionary Notes:

  • Ensure that the "assignee" property is accurately assigned to each task.
  • Double-check filter settings to ensure tasks are correctly displayed for each team member.
  • Regularly update and maintain the task database to reflect current assignments.

Tips for Efficiency:

  • Use consistent naming conventions for assignees (e.g., full names or initials) to avoid confusion.
  • Periodically review and adjust filters to accommodate changes in team assignments.
  • Encourage team members to regularly check their dedicated dashboards for task updates and progress tracking.
 

Link to Loom:

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