This Showcase shows how marketing agencies are using SmartSuite to create recurring projects with templated tasks based on type, and from there, using views and time-related fields to effectively allocate and track their team's time.
This Video's Chapters:
0:00 Showcase Intro
1:36 Recurring Projects
3:13 Templated Tasks Example
4:40 Scheduling Time for Team Members
6:36 Time Tracking
6:59 Showcase Outro
Introduction and Overview
SmartSuite provides a powerful framework for managing recurring projects, templated tasks, and scheduling time for tasks, applicable to any business in any industry. This system helps streamline operations and ensures efficient use of resources.
Agency Marketing Showcase Solution
The Agency Marketing Showcase Solution, available on the SmartSuite homepage, offers a comprehensive overview of projects, tasks, work requests, clients, and contacts. This solution demonstrates how SmartSuite can be used to manage marketing efforts effectively.
Recurring Projects
Recurring projects are managed efficiently within SmartSuite by setting them to occur on a monthly or weekly basis. Using a Formula Field, triggers for these projects can be automated, allowing for the creation of new projects using data from previous ones through Workflow Automations.
Templated Tasks Example
SmartSuite allows for the creation of templated tasks based on project types, such as social media or retainer projects. These tasks are linked to specific project types, ensuring consistency and efficiency in task management.
Scheduling Time for Team Members
Allocating work and managing team workload is streamlined using SmartSuite's Grid View. Tasks can be grouped by team members, with formula fields calculating time allocations. Column footers sum up allocated time to track the total time assigned to each team member.
Time Tracking
SmartSuite's time tracking features enable users to track work progress and time spent on tasks accurately. The time tracking log records work submissions and calculates total time spent, facilitating client billing based on time spent and task type.By leveraging these features, SmartSuite helps businesses manage recurring projects and tasks efficiently, ensuring optimal resource utilization and improved productivity across teams.
