Customer onboarding starts with planning tasks ahead of time in order to accomplish a certain goal. Keeping a tab on project phases and tasks helps to gauge the success rate of the project and promotes confidence in the team's ability to make things happen.
Standardizing the onboarding processes and methodology is a great way to ensure customer success! It also ensures adherence to best practices by your onboarding team members.
Rocketlane’s template feature helps you do just that by providing an action plan that can be referred to by the team members. Project templates can help you and your team to achieve a common goal by providing structure, objectives, and accountability.
A carefully planned process requires a roadmap to guide you as well as your customers throughout onboarding and after that too as the project continues. Rocketlane’s Project Templates help you schedule and overview the execution of your entire project plan.
Project Templates are of two styles:
- Built-in Templates: These templates are designed to help you lay a basic structure that you can apply and modify according to your needs.
- Blank Templates: You can build on blank templates and create your own customized template from scratch based on your timelines and expectations.
Creating Project Templates
Each project has its own demands and timelines depending on the customer requirements and team members' bandwidth. Project Templates help you keep track of project success and create your own templates from scratch.
To create a project template:
- Click the Templatesicon from the panel on the left side of the screen.
- The Templatespage opens.
- Click Create a new project templateoption.
- A blank template opens with the default name as Untitled. You can change the name of the template according to your project.
There are different views where you can design your template. These are:
By default the List view is selected.
You can add phases to Rocketlane Project Templates to have a clear view of the bigger picture of the project until completion and implementation. Phases help you keep track of timelines and project transitions.
- Click Add new phase to start adding phases and name it.
- You can view Phase Details on the right side of the screen. You can change the name of the phase here.
- The Start on section marks the start day and the Duration is set automatically by calculating the total duration of tasks and subtasks. By default the Start on and Duration are set to 1d.
- The More Actionsoption allows you to perform various tasks on the phase.
The following operations can be performed:
- Insert a phase above: Lets you add a new phase above the current phase.
- Shift days: Allows you to shift the start date of the project later or earlier by
days/ weeks/ months with respect to the current date.
- Mark as private: Allows the phase to not be shared with others.
- Delete: Deletes the current phase.
Tasks are an integral part of each project. Rocketlane’s Project Templates allow you to add tasks whilst assigning those to teams and people responsible for its completion. You can also share files and track progress of tasks by interacting with the team.
- Click Add new task to start with adding the first task in the phase. Name the task and press Enter. The Start on and Duration are set as 1d by default.
- On successfully adding a new task you can explore the Task Details section on the right.The following functions can be performed here:
- Rename: Rename the task.
- Responsible and Assign to: You can tag the team responsible for the task
and assign it to specific people in the team.
- Description: Add a description for the task and format it. You can also add a private note to the project description. You can also mention People, Tasks and Doc Templates in the description.
- Attachments: Add attachments i.e files or documents related to the task.
- Time Entry Settings: You can mention if the current task is billable or not and also add a category to it.
- Dependencies: You can link related tasks by using the Add dependent taskoption.
Pro Tip: You can type ‘@’ to mention People, ‘@@’ for Tasks, ‘@@@‘ for Doc Templates.
- Rename: Rename the task.
- The More actionsoption allows you to explore other operations that can be performed with the current task.
- Add task above: To add a task above the current task.
- Mark as private: To mark the visibility of the current task as private to stop others from viewing it.
- Mark as milestone: To mark a task or a sub-task into a project milestone.
- Rearrange: To rearrange tasks and subtasks according to requirements and timelines.
- Delete: To delete the current task.
Rocketlane’s Project Template tasks can have multiple subtasks under it for micro-managing the project.
- Click Add a subtask below option to create a subtask for the current task.
- Name the subtask and press Enterto save the new subtask.
- On successfully adding a new sub-task you can explore the Task Details section on the right. It has the same features as that mentioned in the Tasks section.
- The More Actions option allows you to explore other operations that can be performed with the current sub-task.
- Another level of sub-task can be assigned to the current sub task. Click Add a subtask belowoption.
- Name the sub-subtask and press Enterto save the new sub-subtask.
Saving a Project Template
Once your project is ready with all the phases, tasks and subtasks in place, it can be saved in a private or public space. Your saved custom project template can now be edited or used as a reference for other projects.
Let us see how to save a template.
- Click Nextfrom the bottom right corner or from the top left corner.
- A page will appear where you can add documents and files to each space. The spaces are categorized as Private spaces and Shared spaces on the left panel.
- On the right, you will find options to add files.
You can create a document from scratch, or embed a document using a URL. You can also replicate Rocketlane’s built-in Document Templates and modify them for your needs.
You can add documents, embed your calendar, add slide decks, etc. To add another document or file, click the ‘+’ icon.
- Once you have added the necessary files and URLs, click the Save button on the top right.
- Your custom project template is now saved and can be edited and used as a template for other projects too. By default, the view that opens is the List view.
- Click Timeline for a gantt-chart view of the project.
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