Create the perfect template for your project workflow! Eliminate mistakes and move projects forward with task-specific templates. Recycle your task template for future projects and iterate on them as you continue to improve the process.
To begin, go to any project. Inside the project, click the Template icon in your task tab to add a Task Template or use one of the default Task Templates.
The Task Template menu will open, to create a custom Task Template, click + Create New.
The Task Template editor will open. Enter a title for your Task Template and click Next. Start adding tasks to the template.
If you want this specific Task Template to not schedule tasks that fall on a weekend, click Ignore Weekends. When you have added all your Tasks, click Close.
To apply the Task Template to your project, click the Task Template icon, and then click the Name of the Task Template that you would like to add to your blog.
When you are assigning a task template to a post, CoSchedule lets you review the associated tasks before applying it. Once you are ready to apply the Task Template click Apply.
Eliminate the tedious reminders, pleading, and email threads with social approvals. To add an approval to your task, open the Advanced Options.
Approvals are great ways for managers to make sure everything is being finished. Add descriptions to any task to give the assignee an idea of what you are specifically looking for.
We know a marketing process can get pretty noisy and convoluted. Especially with conversations happening in chat, email, and face to face.Here, you can keep a running discussion thread with your team. You can also attach files and leave notes relevant to this task.
To create a discussion for a task, open the Advanced Options. Any activity inside of a task will show up inside of the discussions section.
Discussions connected to tasks will alert anyone assigned or mentioned inside of the task. To mention any of your team members, type @ then select their name.
Unviewed task discussions will have an Orange speech bubble.
Any previously viewed task discussions will have a Grey speech bubble.
When you switch back to the calendar view, you’ll see your completion percentage there, too. This makes it easy to monitor progress quickly when scanning tons of projects at once:
Move to the next section to learn how to gain insight into your team’s overall progress in one powerful report. 😎