Use projects to centralize work, templates to standardize and accelerate it, and
data fields to make it consistent and measurable. When used together, these features
turn Minitab Workspace from a
collection of tools into a repeatable organization-wide improvement system.
Projects
A project is a single file that contains everything related to your work: roadmaps, phases, tools, forms, data, related documents (in the desktop app), links, and connected Minitab projects. The roadmap organizes work into phases and provides structure for executing improvement initiatives.
Consider the project as the system of
record- Use the project as your system of record to keep all project-related information in one central location.
Use the roadmap to guide project
execution- Start with a predefined roadmap or customize phases and folders to align with your organization's processes and methodologies.
Templates
Templates standardize work and reduce setup time.
Standardize before you scale- Create custom project templates with your organization’s terminology, required tools, and default data to ensure consistency across teams.
Embed best practices in project
templates- Include example data and common tool templates so users know how each phase of the roadmap should be completed.
Leverage tool templates for efficiency- Save commonly used tools as templates with preferred formatting, user-entered example data, and labels to ensure consistency and avoid repetitive setup.
Data fields
Data fields ensure consistent data collection across tools.
Define data fields early - Set up key metrics (dates, owners, statuses, financials) before teams start filling out forms to prevent inconsistent data entry.
Choose the right category- When creating custom data fields, use single-value fields for project-level attributes, such as project name and start date. Use data tables for items that can have multiple values, like team members, who can have several attributes such as name, email address, and role.
