Teamwork Projects allows you to create task repeats, so that you can continue chase up feedback until this is received. You need a task to follow up on this feedback, but it’s hard to create time specific tasks that take place after the feedback, as there is no confirmed timescale for busy clients getting back to us.Īt NeoMam, we get past this hurdle in 2 ways: Task Repeats Most projects require feedback from external parties, whether that is from clients or from internal stakeholders. Design tasks lists to manage external feedback This can be easily done by adding task descriptions.Ģ. At NeoMam, we try to group up tasks under 1 task that can be quickly completed. We learnt the hard way with having ‘task mania’ where individuals end up getting assigned too many bitty tasks, which ends up clogging up their task dashboard.Īs Getting Things Done has taught us, too many tasks means we will struggle to get anything done as it’s stressful embarking on a day of completing 50 tasks. When the tasklist is added to the live project, it will automatically work out due dates around the weekends. Teamwork Projects allows you to skip weekends, so you can easily work out the number of working days needed. If the project is a little more custom, then it’s easy to quickly adjust the due date. If it’s 1st December, then automatically Project Brief Completion due date will be 2nd December. When you activate the project using this task list, you will be asked what Day 1 is. How?įor example, if you assign a project on Day 1, and it takes 2 days to complete the project brief, you can set the due date for the Project Brief Completion due date as Day 2 within the Task List Template. Instead of having to manually assign a date every time you create a task, by creating a task list, you create a set of due dates. You can also assign timeframes in the templates. For example, a task could be assigned to ‘Designer’ and once the project is set up, the most suitable designer will be selected and the tasks can be allocated. Assigning the task to a role instead of an individual is really useful, as it allows tasks to be assigned once the actual project is set up. It contains tasks, due days and assigned roles or individuals.įor each task, you can allocate an individual, such as Joe Bloggs, or a role. Example Task List TemplateĪ task list template on Teamwork Projects looks like the following image, taken directly from our NeoMam Teamwork Projects account. Each task list is activated at the relevant stage of the content production and promotion process. We currently have 25 task list templates (which we plan to reduce over the coming months), containing all the tasks needed to complete the project. In Teamwork Projects, you can generate as many task lists as you need. It means you can create a template, which can then be quickly added to a new project. Teamwork Project’s ability to template out task lists is really powerful. However, creating tasks from scratch for every project can become tiresome. Users then have tasks assigned to them with a due date flag up in their own TeamWork dashboard for the day they are due. Task lists are simply a set of tasks under one list.
We want to make sure that we repeat this successful formula for every single project we do, so templating task lists inside of TeamWork was ideal. One of the reason’s we selected over other project management tools was it’s ability to template out task lists that can then be easily activated for projects.Īt NeoMam, we have spent the last 4 years refining a tried and tested process of creating content that will get powerful results.
Using Teamwork Projects Task List Templates Teamwork Projects Task List Templates 2. Teamwork Projects Messaging 3. Teamwork Projects Notebooks In this blog post, I am going to discuss 3 Teamwork Projects features that we use, how we use them and mistakes to avoid. Teamwork is the project management tool we have been using for the past 4 years, and it has become a fundamental part of the NeoMam process for achieving media placements for our clients.
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