Torch Project Management: Best Practices #1

So, here's a few tips on how to use Torch better:

1) Use Pins

Pin's are a way to mark an event or task as something special for you. When you pin something, you are only pinning it for yourself (though other users can pin the same item).

I use them to mark tasks that are my responsibility. Then on the dashboard I can toggle between uncompleted items and uncompleted items that I need to do.

2) Categorize Everything

Messages, events and Google Docs can all be placed in categories. They can also be created without a category, but try to place every item in a category. This may seem pointless early on, but it is immensely useful once the project is of any size and you are trying to find something.

For instance. If I'm trying to find a bit of text, I can search for it limiting to just search a particular category (by typing something like "search phrase category: category name"). This will produce a much shorter search result.

3) Archive Old Projects

By archiving old projects, you not only get them out of the way, but you lower their priority. So when you CC or forward e-mail into Torch it assigns it to an active project. This is particularly important if you have multiple projects with the same name or multiple projects with the same external users.

5 Responses to “Torch Project Management: Best Practices #1”

  1. Sue Massey Says:

    I found your site on Google and read a few of your other entires. Nice Stuff. I'm looking forward to reading more from you.

  2. Torch Project Management: Best Practices #1 Says:

    [...] Go to the author’s original blog: Torch Project Management: Best Practices #1 [...]

  3. Hans Eisenman Says:

    How the do you archive a project? I can't figure it out. Where do you go to do that? It's apparently not under Projects tab or settings or Access or anything else I can find. Agh!

    Sorry for the emotion but I'm very frustrated by this and my attempts to find the answer anywhere in the forums. Need some contextual help files or something. I am spending way, way too much time looking for answers in Heap and Torch for the time that I have available as an independent guy. LOVE these tools but they aren't as intuitive as I'd like their interfaces to be and I'm the kind of guy who can usually wander into any app and find my way through it.

  4. Ben Says:

    Hans -

    From the project drop down select "--All Projects --", next to each project there is an icon that looks like a sheet of paper (either with a check mark or not), clicking on that will archive/un-archive a project.

  5. Hans Eisenman Says:

    Thanks, Ben. That's great, but a bit hard to find and there's no documentation on it that I could find on the forums or online help. I'm going to post this link in the forums for posterity.

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