I’m creating a project template for my organization, and I ultimately have three levels of information I need to track. Stage, major stage task, and minor stage task. The team will be working at the minor stage task and dividing work at that level. However Senior Management primarily cares about reporting at the Stage and major stage task level. What is the most effective way to set this up to meet all needs?
Things I’ve tried:
-Stage = Section
-Major task = task
-minor task = subtask
Pro: Reporting was great for Senior management
Con: Many of the most powerful features are lost as the team is working at the subtask level.
Stage = Custom field
Major Task = Section
Minor Task = Task
Pros: This is exactly the level the team is working at and leverages the collaboration perfectly.
Con: Senior Management finds the project too cluttered, and difficult to see the status of key items buried in the activity.
Ideal: Some for a report or roll-up that looks like Attempt 1, but functions like attempt 2 for the team.