Best Practice Starter Workflows
Our starter workflows are not static templates; they are best-practice guidance built by experts in their field. They come complete with recommended deliverables, task groups, and tasks within a drag-and-drop three-level structure for easy and effective planning. Many items include best practice recommendations, and the workflow creators can insert custom guidance for specific users. Starting with our best practice workflows eliminates the need to reinvent the wheel, ensuring consistency, saving time and effort, and reducing conflict. They provide a launch pad for creating successful solutions.
Are you considering starting a podcast? Launching a podcast is an exciting endeavor. Whether it's your lifelong passion or a recent idea, the prospect of sharing your voice and ideas with the world can be truly inspiring. On the surface, it looks easy to simply record talking with people about a subject of interest and promote viewership.
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What's required behind the scenes can be a daunting list of challenges. Would you benefit from having a professionally defined set of custom steps to follow? A successful podcaster collaborated with a project assistant to build that solution within this workflow.
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Start by facilitating your team in creating a written plan. Customize the preloaded items to meet your needs. Describe your project to the AI bot Jared and ask Jared for additional information on any part of your project. While the task groups are listed in a logical sequence it's common to be working on several in parallel.
We recommend focusing on one column of tasks at a time. Edit and assign the task groups and tasks. Review the guidance provided for each task group. You may need to add additional tasks. Drag and drop task groups to schedule and use the my assignments screen to prioritize, update, and complete tasks.
This workflow describes our best-practice foundation.
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Launching projects with a starter workflow.
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Create a written plan with your team.
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Dissecting the workflow's deliverables.
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Drag-and-drop to schedule the work
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Implement with the help of smart screens.
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Update the workflow and close the project.
Has juggling multiple assignments become overwhelming? Are commitments slipping through the cracks? Do you need an easy-to-use solution for managing your organization?
Launch a project with the Managing an Organization workflow.
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Start by reviewing your current goals, metrics, and functions. Identify the functions to be managed by your first project. Enter the functions you identified into the columns.
Set an initial short-term goal for your project. Customize the project for your needs. When the goal is achieved, formally close the project and save it as a private workflow. Use the private workflow to create your next project.
Would your non-profit organization benefit from an easy-to-use solution for planning and managing all its work? Launch a project with the Managing a Non-Profit Organization workflow.
The functions are your daily operations while projects implement change. Enter the functions you identified into the columns.
Set an initial short-term goal for your project, and identify projects that need to be launched.
Customize the project for your needs and train the staff in editing and updating their assigned items. When the first project goal is met, formally close it and save it as a private workflow.