The Perfect Client Onboarding & Offboarding System with Pip Meecham
Business Processes Simplified Podcast
00:00
How to Template a Project Into Your Project Management Platform
Once you have outlined what those key steps are, allocated them and grouped them into the relevant rollso oral team members or departments, transfer that then into your project management platform. Tim plating it sor actually, is creating, in our mose project management, well, let you create a timpat, or at least have one that ou can just duplicate and replicate each time. So every time you're duplicating that, and if you assign a task, you've got them step by step how to on how to do that task so far.
Transcript
Play full episode
