Plan Ahead With Batchbook ToDo Templates
- Posted August 29th, 2011
- Filed under: Using BatchBook
One of my favorite parts of working with our customers is talking to them when they realize how using Batchbook can help them be more efficient. In Webinars, Onboarding Sessions and email correspondence, one of the most common ‘aha’ moments comes when we work through how easy it is to stay on track with Batchbook ToDos, particularly when applied using our ToDo Templates.
Batchbook ToDo templates are a just a common series of actions that you may apply to a Contact Record or a Deal Record to schedule out a whole bunch of tasks all at one time, even far off in to the future.
If you think about your business or or your organization, you probably have a bunch of processes which could be scheduled using a ToDo Template Series. Do you have a checklist of things you do when you get a new customer? How about when you get that first order from someone? When a project starts? When a project ends? When a new lead in generated?
If any situation requires a set series of tasks as a response it’s a great candidate for a ToDo Template and makes sure that these follow up or future tasks aren’t forgotten.
So how do you create them?
The first step is to visit your full To-Do list (here’s a handy tip – just press T on any Batchbook page for easy access to your To-Do List)
At the top of the page you’ll find the option to add a new To-Do Template – Go ahead and click there.
This will bring you to your list of already created templates and give you the option to add an additional one:
Name and provide a description for your To-Do Series:
Define the common actions or process steps you want to follow and the deadline for when those tasks are expected to be done. Include as much information or as many steps as you want here.
So now we’ve got the To-Do Template prepared and ready to be assigned. From now on, whenever you create a new TO-Do item you’ll be presented with a drop down box where you can select from any of the Templates you have created. Here is the option as presented when applying the Quick Add To-Do button from a contact record:
Choose the one that is appropriate and you’ll see the steps laid out for you. Here is the 1st Order process we just defined as added to a contact record:
Each item can be edited, due dates changed or tasks reassigned to another user before saving. Once saved, each task will automatically trigger an email if assigned and will also then appear on the To-Do list for each user.
We love how easy it is to create a series of tasks using a To-Do Template and we think that they can do wonders for you in terms of using Batchbook more efficiently for those common items you do on a regular basis.
