Every customer project is unique but they can always be broken down in to a group of tasks that needs to be completed. Use Startdeliver projects to track its progress and make sure those tasks are not missed.
Project templates
It's recommended to use project templates to create a standardized way of working with recurring customer projects. Examples of these could be:
Onboarding
Fix problem X
Upgrading
Off-boarding
In your project template you can:
Set a due date (How many days do you need to complete this project?)
Add tasks and snooze days (Which tasks should be done and in when should they be started)
Add automations (Trigger a new project to be launched based on this template)
To create a project template navigate to your setting and click on "templates" on the left side bar. You can also click the button below to go there directly.
Creating a new project
Check out our tutorial on how to launch a project on a customer:
You can create a project on a customer by multi-edit which is the first option we show in the video which is suitable if you want to launch the same project for multiple customers. The second option to create a project on a customer is to Take action on them and creating a new project.
If the project is of the type shared, you will also need to launch the project as it's only a draft upon creation in case you would like to add/remove tasks before actually inviting your customer to the project. We have an article for shared projects here where you can find more information.
Working with projects
When you have launched your project you will be able to track the progress of it under the overview tab, where you easily can drag and drop the tasks between different statuses such as Next action and Doing.
Conversation tab
If the project is internal and there is multiple team members working on it then you can leave notes and discuss the project under the conversation tab, this could also be useful if you are working on the project alone and want to create notes for yourself.
If the project is shared on the other hand then you are able to leave comments that will be shared with the customer here.
Resources & files
Under the resources & files tab you are able to upload files related to the project.
Impact
The impact tab displays values for the customer comparing it before and after the project began. This can be useful to track how the customer usage has developed during the project and see if they started using your product yet.
Setup
Setup is where you can edit the project name, due date, invite users/team members, share the project, change status and create automations.
Ongoing tab
You can see an overview of all your active projects by going to the Ongoing tab in the left hand menu.
Tasks that are related to a project will also be displayed with a project tag (onboarding in this case) in the customer view.
You can also access your project view by clicking at the project tag on a task.
Completing a project
When all tasks are completed, go back to the project view and click to complete project. If you're afraid to miss this step, add a task to "complete project" as a reminder.
When creating a project template you also have to possibility to choose if you want the project to be completed with the last task, simply choose "Yes" or "No" here:
