Following the successful introduction of Meeting Templates in version 6, Performance Scoring is taking project management to the next level with the release of Project Templates in version 6.5. This feature allows admins to set up recurring projects and tasks, ensuring that essential workflows are followed consistently and efficiently. Whether you’re managing large teams or juggling multiple projects, Project Templates make it easy to automate recurring tasks and keep your team on track.
How Project Templates Work
Project management often involves repeating the same tasks or workflows across multiple teams or projects. Manually setting up these projects each time can be a time-consuming hassle. That’s where Project Templates come in. Using the same user-friendly workflow as Meeting Templates, admins can now create a set of tasks grouped into a Project Template that can be replicated anytime it’s needed.
Here’s how it works:
- Create and Customize Templates: Admins can build templates for frequently used projects that include all the necessary tasks, due dates, and assignees.
- Consistency Across Projects: Whether you’re onboarding a new client, planning a quarterly review, or executing a marketing campaign, Project Templates ensure every process is completed the same way every time.
- Automate Recurring Projects: With this feature, you can set up recurring projects that will automatically generate the corresponding tasks based on a predefined schedule. Once set up, these tasks and projects are triggered automatically, ensuring your workflow runs like clockwork—without the need for manual intervention.
Benefits of Recurring Projects and Project Templates
1. Save Time and Reduce Human Error
Manually recreating the same project over and over is not only time-consuming but also opens the door to inconsistencies. By automating this process, Performance Scoring’s Project Templates help you eliminate errors and ensure that all tasks are set up correctly every time.
2. Improve Team Efficiency
Recurring projects often require multiple team members to complete tasks at different stages. With Project Templates, everyone knows exactly what they need to do and when they need to do it. This streamlines communication and helps teams stay focused on their core responsibilities.
3. Maintain Consistency
Whether it’s quarterly reports, routine client check-ins, or any other recurring process, Project Templates ensure that tasks are consistently completed according to established workflows. This helps improve accountability and ensures no important steps are skipped.
4. “Auto-Magically” Create Projects and Tasks
Once you’ve created your Project Templates, set them to recur at the intervals your team requires. Whether it’s weekly, monthly, or yearly, Performance Scoring will automatically generate the project and tasks, giving you one less thing to worry about. It’s productivity on autopilot!
Use Cases for Project Templates
Here are just a few examples of how Recurring Projects and Project Templates can help streamline your operations:
- Client Onboarding: Set up a project template for onboarding new clients, ensuring every step is followed—from account setup to first meetings.
- Marketing Campaigns: Plan your marketing strategies with recurring templates for campaigns, ensuring tasks like content creation, review, and publishing happen on schedule.
- Quarterly Reports: Eliminate the need to manually set up tasks for quarterly performance reviews by using a recurring template that includes all the necessary steps for preparing and presenting the report.
Start Using Project Templates Today!
Performance Scoring’s Project Templates are designed to save you time, increase efficiency, and eliminate human error. Whether you’re managing recurring projects or setting up standard processes, this feature ensures your team operates smoothly and consistently.
