The Atlassian private chat system, Rovo, is an extremely powerful tool, which has been designed in order to improve the overall productivity and efficiency of an organization. Every group within an organization functions uniquely, and has different patterns or requirements of work and hence, an all-in-one approach may not prove to be successful. The process of adjusting as well as customizing Rovo in order to fit into the norms of the Team has resulted in great positive impacts to the efficiency of the teams and its improvement.
Here are some of these guiding principles which will go a long way in making sure that Atlassian Rovo meets your exact requirements.
Customise your dashboards
The dashboard acts as a place where team members have access to their tasks, works and even communication, and can be tailored to suit any user.
- Widgets & Reports: Place widgets show the performance measures, project status reports and high priority tasks.
- Layout Customization: Sets the correct order of all the in-flowed window elements so that essential tools are easily accessible.
- Style & Theme: Changes the colour and the window appearance to use other styles than the basic one available.
Make task scheduling easy with custom workflows
Not all teams do things the same way and consequently having default task management processes in place may ultimately hinder the smooth running of projects.
- Custom Statuses: These are stages in which the team recognizes the tasks as having reached and might require modifications of previous defaults.
- Permissions & Roles: This is about specifying who has the power of editing, or assigning or approving tasks in order to protect the flow of operations.
Implement external programs
Atlassian Rovo helps external programs to integrate, thus enhancing its performance.
- Time Tracking Tools: Includes solutions for effective time tracking within your service package boundary.
- Communication Platforms: Integrates with other systems such as Slack, or MS Teams for effective team communication.
- Cloud Storage Solutions: Integration with Google Drive, Dropbox, and iCloud for storing important files and documents.
Apply user defined fields for more information about an issue
Some of the fields that are used to create issues might be very common in an organization and some of the other fields maybe very specific to a particular issue. These are what we call ‘user defined fields,’ which will be defined within the organizational project settings. As the name suggests, user defined fields are very specific towards an object that will be processed in a different tab or project.
- Priority Levels: Incorporating customized priority tags saves from using just “High” or “Low”.
- Effort Estimation: This allows to follow up the time or the other resources required to complete the task.
- Reference Links: These are the links which are important and should be accessible fast and are catalogued under a specific project or customer.
Automate notifications and alerts
Keeping team members informed without overwhelming them with unnecessary notifications is key.
- Smart Alerts: Customize notifications based on task importance or user role.
- Digest Emails: Creates an alternative for sending every notification to the users- this feature aggregates the notifications into weekly or daily emails.
- Suppressed Notifications: Send alerts only when specific conditions are met, reducing unnecessary notifications.
Use advanced search operators and filters
It can save a lot of time, especially when handling large projects, to be able to promptly retrieve information. This is now the primary principle to be exercised.
- Saved Searches: Create custom search queries to retrieve frequently accessed information.
- Tagging System: Consistent tags can also help organize and retrieve tasks and development records more efficiently.
- Advanced Filters: Apply multi-layered filters to narrow down task lists based on priority, deadlines, or team assignments.
Encourage user preferences and custom views
Different team members have different ways of working and allowing individual customization can enhance their experience.
- Personalized Views: Adapt and allow participants to customize dashboards or create Kanban board.
- Dark Mode & Accessibility Options: Offer visual customizations that improve user comfort.
- Keyboard Shortcuts: Improve efficiency with the help of Custom keyboard shortcuts for the most repeated commands.
Put in place standard operating procedures (SOPS)
Spelling out the best practices to use Atlassian Rovo ensures that training is carried out across different teams.
- On boarding Guides: Provides training materials for new users to understand custom features.
- User Help and Training: Maintains a knowledge base with step-by-step guides on workflows and configurations.
- Regular Reviews: Evaluates customisations and adjusts them as needed to match the changing requirements of the team.
Conclusion
Customizing Atlassian Rovo can change the manner in which your team works together and organises the tasks. It helps by customising display sections, changing workflows, and working with the connections and settings within the system, in such a way that those that best suit the team’s measures are put in place. Wait no more and start using these recommendations to enable your team to efficiently utilize Atlassian Rovo now.
We, at CRG Solutions, help clients get maximum benefits from Atlassian’s portfolio of products to help teams around the world from concept to launch.
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