While it is easy to see how utilising Teamwork Projects makes the management and tracking of multiple projects move from complex to simple with a few clicks of a mouse; a bit of out of the box thinking can help change the way you and your teams view this versatile software; evolving it from being simply a project management tool, to a vital part of business operations.
One of the ways that Teamwork Projects can help simplify and streamline business processes is through making the use of Task Templates.
Why Use Templates?
Task Templates are a great way to keep track of ANY processes that involve steps and check points that are important to keep an eye on, such as employee onboarding and induction, event planning, content creation, meeting planning and agile sprints, etc.
Using employee induction and onboarding as an example, an HR department can benefit greatly by having a centralised space to track progress of employee induction to a company, and ensure that all documentation and processes are accounted for. Having a Task Template created for this process allows the HR team to quickly create employee profiles within Teamwork Projects, and use task lists to be assured that all employees have the correct information on record.
Employees can also be onboarded into Teamwork Projects, or another company-specific way of working, by following a process that can be added as a Task Template, that can be shared with the employee to work through. This allows managers to have a view of what new employees have covered, as well as ensuring that all employees are up to speed with company policies and procedures, and familiar with any software they may need to work in, in no time at all.
An example of how you may wish to onboard team members to Teamwork Projects can be found below:
Task Templates are a versatile tool that can be utilised to make virtually any process simple to follow, from project management, to how to handle client complaints.
Now that you are thinking outside the box about Task Templates, what other templates can you create to make sure your team doesn’t miss any steps in important processes?