Embedded Files
obeya.pptxObeya - Visual management 10€
Obeya - Visual management 10€
Obeya template is a tool for visual project management . The tool is an Excel file with macro.
It's using post-its to set and track actions on a next 5-week basis
Control menu
Control menu
Click on Refresh , refresh the complete Dashboard - putting Post-it in the right place on the Dashboard and refreshing appearance of the Post-it
TO DO after each modification or batch of modifications
A simple click on "New Task" button creates a new Post-It named Id_X
You can change the content by replacing directly "Id_x" by the action to do -> Drawing to release, RFQ to send, etc...
A double click on the Post-it opens the following userbox to set Post-it properties.
Post-it properties
Post-it properties
You can :
- Change the Post-it content : "Drawing to release"
- Change the expected date with 2 different ways , setting week number (14) or the date in a format xx/xx/xxxx ( mm/dd/yyyy for the US - dd/mm/yyyy for Europ)
- Change type of the Post-it (Design, purchasing, quality, manufacturing,...) -> it will change color of the Post-it
- Change people assigned - linked to type of the Post-it and team set on the sheet "Contacts"
- Write an updated comment in the large textbox
- Go to the action in the action list sheet
Direct controls with right click on the Post-it
Direct controls with right click on the Post-it
Re-plan : to change due date of the Post-it
Status : to close, cancel, or put on hold the action
Type : Post-it family (design/Purchasing/Manufacturing etc...)
Set Post-it filters
Set Post-it filters
On the right of the sheet, pre-defined filters allow to hide/show Post-its on Obeya dashboard depending types or status
Post-it filters
Post-it filters
Activate/deactivate filter by clicking on the V or X
X = hide
V=show
Long term Items filter allows you to choose to screen either items due for week +5 only (when "X" is selected) or all items with due date >=+5weeks from today (when "V" is selected)
Large screen option allows to switch from a 1 column per week display to a 2 columns per week display
Large Screen = "V" : width for 2 post-its per week , filters shifted out of the screen onthe right side.
Automatic Minutes
Automatic Minutes
with the sheet "Minutes" :
The tool is able to release automatically the minutes of your weekly meeting from the different actions and updates you made during the meeting. Please check the sheet "Minutes" and select "Refresh" to screen the minutes of the week
Select "Send" to send the minutes to all contacts mentioned in the sheet "Contacts" (see next)
Set the team
Set the team
On the sheet "Contacts":
=> Allows up to 3 people to a groupe ( =one Post-It color)
Set Groups name &color
Set Groups name &color
In the sheet "Settings" :
=> Set color and name of post-it for each group or department - e.g. "Design" or "Quality"
Mentions légales
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