Grouping projects

The average number of active projects is currently just under 18 (with a peak of no less than 189 different projects!).

We leave it entirely up to you how you group this correctly. Because this can be different for every company and marketing organization. If you organize one event a year then it might be a bit over the top to create the group 'Events' for it. But if you have 12 to juggle with, it might well be worth creating that particular group for them.

A few ideas for grouping projects:

  • by target group (customers, prospects, key accounts, B2B, B2C …)
  • by type of media (online, print, earned, paid …)
  • by marketing activity (online, events, direct mail, marketing tools …)
  • by marketing approach (inbound, outbound)
  • by time (continuing projects, temporary projects, seasons, quarters…)
  • by business units
  • by product groups
  • by priority
  • by impact and effort (quick wins, major projects, fill-ins, hard slogs)

There are, by the way, no limits on the number of groups (and not on the number of projects either). It is, however, a good rule of thumb to limit the number of groups to 7 (and a maximum of 9) in accordance with the famous Miller's Law and the magical number 7. So it remains comprehensible for everybody's brain.

Tags

Project groups are one way of tying your projects together. A project can belong to only one project group.

Tags are another way to group your projects. Each project can have multiple tags. These tags are shared with other items in your Husky account, such as campaigns and campaign dates. You can apply multiple ideas for grouping your projects as listed above.

Not everything fits in a box

You don't have to put every project in a group. Projects that are not assigned to a group are placed automatically in the special Ungrouped projects group. In the overview that group is at the bottom and it doesn't follow the alphabetical logic of the other groups.

An important objective of Husky is to get something out of your head quickly and into the system. Hence it is possible to add tasks without first having to choose a project or a deadline. And that's why it's also possible to add projects without putting them in a group. When you have an idea, don't jot it down on a piece of paper that you are guaranteed to lose, instead put it straight into Husky. You can work out the details later.

Creating a project group

In the Projects section of your plan you have the purple button to create a new project. Below it you can find the option to create a New group.

Adding an existing project to a project group

Once you've created your first group, the dropdown for groups start to appear in the create/edit forms for projects. To add an existing project to a project group, edit the project (pencil icon in projects list, or cogwheel in the upper right corner if you're looking at the detail of the project). Then you can select the desired project group.

Also for changing the relation between a project and a project group you have to edit the project.

Renaming or deleting a project group

Click on the pencil icon to rename the project group. Sometimes it's a good idea to number your project groups. They are ordered alphabetically by default, so you might start your project group with "A. Project" or "1. Project" to put it first on the list.

You can delete a project group when there are no projects related to the group anymore, so you first have to move the projects to other groups, or decide that they don't belong to any group at all.

Latest update:20 January 2019