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Topics: Organizational Project Management, PMO, Requirements Management
What are the best task name templates and formats?
Got to unify task naming for the company. Got several ideas based on my experience and some best practices, but need more information to suggest some variant to the team.
Appreciate any advices, template examples, articles, blog posts, pdfs relates to the tasks naming.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
There isn’t one-size-fits-all for naming. It depends what the files are for, what industry you operate in and other factors. Please provide more clarity and details. Thanks!
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1 reply by Mikhail Klimenko
Nov 02, 2023 10:59 AM
Mikhail Klimenko
...
Rami, thank you for attention to the question.

We are CRO consulting agency.

Task types:
Frontend development
QA
Ux Research
Analytics
Data tracking
Product managers requests

My goal is to implement the task naming convention with tricks rules and format, as some task tracking systems can parse task names and allow to set certain automation/rules based on that.

Actually I have my favourite format, but I need to give product and project managers several alternatives to choose, so I'm searching through different Project Management blogs, courses platforms, forums - aiming to find as many naming templates as possible.
Nov 02, 2023 10:26 AM
Replying to Rami Kaibni
...
There isn’t one-size-fits-all for naming. It depends what the files are for, what industry you operate in and other factors. Please provide more clarity and details. Thanks!
Rami, thank you for attention to the question.

We are CRO consulting agency.

Task types:
Frontend development
QA
Ux Research
Analytics
Data tracking
Product managers requests

My goal is to implement the task naming convention with tricks rules and format, as some task tracking systems can parse task names and allow to set certain automation/rules based on that.

Actually I have my favourite format, but I need to give product and project managers several alternatives to choose, so I'm searching through different Project Management blogs, courses platforms, forums - aiming to find as many naming templates as possible.
avatar
Kiron Bondale
Community Champion
Mentor| World Class Productivity Inc. Welland, Ontario, Canada
Mikhail -

Such naming conventions might simplify back end analysis and reporting, but unless you are able to enforce their usage, I'd expect individual project teams will take liberties with task names. And if you can enforce their usage, I'd expect individual project teams to complain that a task cannot be named specifically enough for their or their stakeholders' needs.

A better bet might be to look at using task meta data rather than name to achieve your objectives.

Kiron
avatar
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Mikhail, my thoughts are in line with Kiron’s suggestions!
Kiron, Rami - thank you very much for your suggestions!
avatar
Markus Kopko Principal Project Management Consultant| Karer Consulting AG Hamburg, Hamburg, Germany
Hello Mikhail,

Here are my 2 cents ...


As a Principal Consultant, I have advised numerous organizations on establishing effective governance and operational procedures, including standardizing task naming conventions. The goal here is to achieve a consistent and descriptive naming protocol that can be easily interpreted, not just by humans but also by task tracking and automation systems.

Here are several pieces of advice and a framework I recommend based on my professional experience and the requirements you've outlined:

Start with a verb-noun format: This simple structure prompts for an action and the object it is acting upon, which often clarifies the purpose of the task at a glance. For instance, "Implement-UserLogin" or "Test-PaymentModule."

Include unique identifiers: Whenever possible, incorporate unique identifiers such as a task number or a project code. This could follow a format such as "DEV123-Implement-UserLogin" for development or "QA456-Test-PaymentModule" for quality assurance tasks.

Use specific prefixes for task types: Establishing a prefix system can provide immediate context. For instance, “FRONT-” for Frontend Development, “QA-” for Quality Assurance, “UXR-” for User Experience Research, “ANL-” for Analytics, “DTR-” for Data Tracking, and “PMR-” for Product Manager Requests.

Implement a hierarchy or tagging system: For complex tasks, a hierarchy can show relationships. For example, "ANL-DataTracking-UserEngagement" signifies that the task is part of a broader analytics project concerning user engagement data tracking.

Standardize abbreviation usage: To maintain clarity and avoid confusion, abbreviate standard terms consistently. Define these abbreviations in a shared document so all team members are aligned.

Capitalize for emphasis: Use capital letters to make the prefix or the primary action stand out, like “QA-TEST-PaymentModule,” which immediately informs the task’s nature and priority.

For your research, I would suggest exploring the following resources:

Project Management Institute (PMI) publications and white papers often include best practices for project management processes, which can be extrapolated to task naming.

Agile Alliance resources: They have many user experience reports and articles that might provide insights into task naming in an agile context.

Books and eBooks: Titles focusing on IT project management, such as "The Art of Project Management" by Scott Berkun, often touch on task organization.

Software-specific guides: Look for guides and best practices from specific project management tools like JIRA, Asana, or Trello, as they often have recommendations for naming tasks within their systems.

Remember to provide your product and project managers with examples that showcase the structure and the benefits of each format. Illustrate how the naming conventions can integrate with the automation features of your task-tracking systems and how they can improve clarity, reporting, and team communication.

It's also worth noting that while having several alternatives is beneficial, the ultimate goal is to reach a consensus that aligns with your company's workflow and culture. As such, I would recommend that you facilitate a session where these alternatives can be discussed and evaluated by the relevant stakeholders before implementing the chosen standard.

BR,

Markus
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1 reply by Mikhail Klimenko
Nov 03, 2023 11:43 AM
Mikhail Klimenko
...
Hello Markus,

This is amazing! Thank you so much.
I'll deep dive into the suggested materials and will also try to use your suggested naming format to some degree adjusting the format I had in mind.

Thank you.

Best,
Mikhail
Nov 02, 2023 5:27 PM
Replying to Markus Kopko
...
Hello Mikhail,

Here are my 2 cents ...


As a Principal Consultant, I have advised numerous organizations on establishing effective governance and operational procedures, including standardizing task naming conventions. The goal here is to achieve a consistent and descriptive naming protocol that can be easily interpreted, not just by humans but also by task tracking and automation systems.

Here are several pieces of advice and a framework I recommend based on my professional experience and the requirements you've outlined:

Start with a verb-noun format: This simple structure prompts for an action and the object it is acting upon, which often clarifies the purpose of the task at a glance. For instance, "Implement-UserLogin" or "Test-PaymentModule."

Include unique identifiers: Whenever possible, incorporate unique identifiers such as a task number or a project code. This could follow a format such as "DEV123-Implement-UserLogin" for development or "QA456-Test-PaymentModule" for quality assurance tasks.

Use specific prefixes for task types: Establishing a prefix system can provide immediate context. For instance, “FRONT-” for Frontend Development, “QA-” for Quality Assurance, “UXR-” for User Experience Research, “ANL-” for Analytics, “DTR-” for Data Tracking, and “PMR-” for Product Manager Requests.

Implement a hierarchy or tagging system: For complex tasks, a hierarchy can show relationships. For example, "ANL-DataTracking-UserEngagement" signifies that the task is part of a broader analytics project concerning user engagement data tracking.

Standardize abbreviation usage: To maintain clarity and avoid confusion, abbreviate standard terms consistently. Define these abbreviations in a shared document so all team members are aligned.

Capitalize for emphasis: Use capital letters to make the prefix or the primary action stand out, like “QA-TEST-PaymentModule,” which immediately informs the task’s nature and priority.

For your research, I would suggest exploring the following resources:

Project Management Institute (PMI) publications and white papers often include best practices for project management processes, which can be extrapolated to task naming.

Agile Alliance resources: They have many user experience reports and articles that might provide insights into task naming in an agile context.

Books and eBooks: Titles focusing on IT project management, such as "The Art of Project Management" by Scott Berkun, often touch on task organization.

Software-specific guides: Look for guides and best practices from specific project management tools like JIRA, Asana, or Trello, as they often have recommendations for naming tasks within their systems.

Remember to provide your product and project managers with examples that showcase the structure and the benefits of each format. Illustrate how the naming conventions can integrate with the automation features of your task-tracking systems and how they can improve clarity, reporting, and team communication.

It's also worth noting that while having several alternatives is beneficial, the ultimate goal is to reach a consensus that aligns with your company's workflow and culture. As such, I would recommend that you facilitate a session where these alternatives can be discussed and evaluated by the relevant stakeholders before implementing the chosen standard.

BR,

Markus
Hello Markus,

This is amazing! Thank you so much.
I'll deep dive into the suggested materials and will also try to use your suggested naming format to some degree adjusting the format I had in mind.

Thank you.

Best,
Mikhail
avatar
Kwiyuh Michael Wepngong
Community Champion
Financial Management Specialist | US Peace Corps / Cameroon Yaounde, Centre, Cameroon
You may need to customise this basing on the field of operations and organisational culture
avatar
Verónica Elizabeth Pozo Ruiz
Community Champion
RYLAI Access Control Quito, Pichincha, Ecuador
I agree with Kiron, it's better to standardize task meta data or tags added to the task, but not the "name".

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