Waymaker Taskboards are even more intelligent & insightful than ever before.
Hitting goals, delivering outcomes and completing routine processes is easier than ever with task automation, taskboard templates, and taskboard Dashboards.
Task automation
Task automation enables task users to set a rule on a task to change status based on conditions met.
With the introduction of task automation by status, time, and activity, you can now set relationships between tasks to trigger task status updates.
Using time-based task automation enables a task status to update, such as move to in progress, a certain number of days after another task has been completed.
For example, 30 days after a new team member starts, schedule a check-in to make sure the onboarding program is going as planned as you execute your employee experience strategy.
Using status-based task automation enables a task to start when a related task completes.
For example, you are rolling out a new marketing campaign and on concept approval from your line manager you mark this task as complete and the next tasks to work on in your standard operating process for a marketing campaign, move to in-progress and are assigned to your digital advertising manager.
Using activity-based task automation enables a task to start when a related task owner completes all checklist items.
Waymaker tasks include checklists. These are lists on the tasks that are reminders of activities to complete when doing the task. A checklist item might be a step with instructions or even a link to a file to update, or link to another webpage such as a knowledgebase article.
For example, a finance manager is completing an end-of-month accounting workflow which includes a set of checklist steps to reconcile, journal, and close off accounts. These action items are checklists on the task and when the final checklist item is marked complete, the task is automatically marked complete.
If, in the above scenario, there was a status-based task automation on the task that was just completed, then it would action on task completion, creating and assigning the next task to whoever is set as responsible.
As you can see, if you start to apply and connect task automation, the opportunities are endless to execute tasks faster and easier.
Now that you can build intelligent task automation to execute more outcomes, more easily, it makes sense that you’ll want to save your task plan as a template to use again and again by yourself or by others.
That’s why we’ve built Taskboard templates.
Taskboard templates
Taskboard templates enable you to save a taskboard as a template and allow yourself or others to apply that template with all its content, checklists, assignments, and task automations into another taskboard.
When saving the existing taskboard to become a template taskboard you will be prompted to name the new taskboard and choose who the members of the template will be.
Membership to a Taskboard template means that user can see the template in their template library. If you’re the Taskboard owner, you can choose to add members by user, or by team.
There are several useful applications of this.
Project templates
Create a best practice project template and save it as a template for others in your team or the entire company to access and use. The tasks might include detailed descriptions, checklists, links to resources, task automation, and assignments to people.
Standard operating processes
Create standard operating processes as task templates and allow users to access the template and deploy it to any of their taskboards.
For example, an annual leave application process. Create the steps to plan, apply, and confirm annual leave. A user can add the template of tasks to their personal task board and work through the process accordingly.
Product launch
Another example could be a product launch. Hit every deadline and set up the product launch goal with your best practice product launch sequence of tasks, task automation, assignments, and pre-written content.
Task templates enable you to make best practices actionable with ease.
You can also apply the tasks from a template into any board, any number of times you want, making your board perpetual. What this means is that any number of taskboard templates can be applied into a single taskboard any number of times.
Too often (in other software tools) a template is a one-time use. Choose your template and then create your task list, workspace, or board. However, once you’ve done this once, any new task creation must be manual.
Not in Waymaker. Perpetual templates mean you can apply and reapply any template into the same Taskboard as many times as you like!
How does this help?
Let’s imagine you lead the marketing team. You run a weekly marketing team WIP in Waymaker Meetings to ensure that your team is on track to hit their goals every quarter.
In the Waymaker Meeting type you’ve created you have linked in your marketing team’s Taskboard for collaborative team execution.
At the start of each quarter there is a set of tasks to plan, brief, execute, optimize, and deliver campaigns.
Now, when the next quarter comes around and the next campaign is due, any member can click the template library icon, select the marketing campaign template, and a whole new set of the pre-organized tasks are deployed into the same taskboard.
Now, with WaymakerTaskboardtemplates you can deploy best practice tasks, anytime.
In addition, let’s imagine the marketing team is executing a website rebuild. The team leader clicks on the template library icon, chooses the website build template, and deploys all the tasks (with their content and automation) into the marketing team’s Taskboard.
That’s the power of perpetual templates. Any template, into any taskboard, any number of times.
It is likely you’ll want to update templates over time as you continuously improve your execution.
If you need to update a template, simply go to the template library on your Tasks homepage, open the templated Taskboard and make the edits. They are automatically saved and ready for use in the next deployment. In addition, any updates are tracked as system notifications on the Taskboardchat channel ensuring any updates have an audit trail for security.
Continuous improvement on perpetual templates! That’s performance intelligence!
Of course, now that you and your team are doing even better work, it’s time to share that with your colleagues.
Taskboard dashboard
If you or your team are doing important work, it’s important you can see intelligent insights to improve the work.
Our new Taskboard dashboards are accessible within the Task module when you are viewing a board. They are a pre-built dashboard and visualize pertinent data about the tasks within the taskboard you are viewing.
The native taskboard dashboard is embedded on the Taskboard menu within the Taskboard you are working within.
If you have access to the Taskboard, you can see the Dashboard.
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