6. Make it stick (the first two weeks)
Tool rollouts usually fail not because a feature is missing but because there is no agreed way of working. Decide the first two weeks in advance.
Week 1: just get the work in
Section titled “Week 1: just get the work in”The goal this week is that none of your team’s work exists outside UTSUROI.
Rules to agree on
Section titled “Rules to agree on”- Requests happen somewhere that persists. Not verbally, not in DMs.
- Every request gets a due date and a ball holder. “Someone, this week” is not a request.
- When in doubt, create it. Duplicates can be archived. Not creating costs more.
What not to do this week
Section titled “What not to do this week”- Elaborate lane design
- Designing a label taxonomy
- Looking at analytics
There is no data yet, so analytics will tell you nothing. Design comes in week two, after you have seen where things actually jam.
Week 2: look at the stalls
Section titled “Week 2: look at the stalls”Once there is data, take ten minutes once a week.
Open Insights → Risks, where stalled tasks collect.
Questions to ask
Section titled “Questions to ask”- Any task with no ball holder? → Nobody’s turn. It is stopped.
- Any task with no due date? → It cannot be detected as stalled.
- Any task sitting in one lane for a long time? → That lane is where waiting is produced.
The third one matters most. If items pile up in a specific lane (awaiting review, awaiting approval), that lane is your organization’s synchronization point. That is where the work of lowering your synchronous share happens.
Full procedure: The weekly stall review.
After that
Section titled “After that”Two things change the picture again:
- Connect MCP — generate tasks from meeting notes, let AI write the morning summary
- Deriving realistic due dates from velocity
When it is not working
Section titled “When it is not working”| Symptom | Usual cause |
|---|---|
| Tasks are not being created | Requests still flow through DMs and hallways. Slack not connected |
| Lots of tasks with no due date | No habit of deciding a date at request time. Go back to rule 1 |
| Nobody looks at the board | Boards are sliced too finely; people cannot find their own work |
| Notifications are noisy | Too many enabled. Go back to overdue-only |