Thinking Outside The Box With Task Templates

Teamwork Solved > Optimisation  > Thinking Outside The Box With Task Templates

Thinking Outside The Box With Task Templates

While it is easy to see how utilising Teamwork Projects makes the management and tracking of multiple projects move from complex to simple with a few clicks of a mouse; a bit of out of the box thinking can help change the way you and your teams view this versatile software; evolving it from being simply a project management tool, to a vital part of business operations.

One of the ways that Teamwork Projects can help simplify and streamline business processes is through making the use of Task Templates.

Why Use Templates?

Task Templates are a great way to keep track of ANY processes that involve steps and check points that are important to keep an eye on, such as employee onboarding and induction, event planning, content creation, meeting planning and agile sprints, etc.

Using employee induction and onboarding as an example, an HR department can benefit greatly by having a centralised space to track progress of employee induction to a company, and ensure that all documentation and processes are accounted for. Having a Task Template created for this process allows the HR team to quickly create employee profiles within Teamwork Projects, and use task lists to be assured that all employees have the correct information on record.

Employees can also be onboarded into Teamwork Projects, or another company-specific way of working, by following a process that can be added as a Task Template, that can be shared with the employee to work through. This allows managers to have a view of what new employees have covered, as well as ensuring that all employees are up to speed with company policies and procedures, and familiar with any software they may need to work in, in no time at all.

An example of how you may wish to onboard team members to Teamwork Projects can be found below:

Task Templates are a versatile tool that can be utilised to make virtually any process simple to follow, from project management, to how to handle client complaints.

Now that you are thinking outside the box about Task Templates, what other templates can you create to make sure your team doesn’t miss any steps in important processes? Still stuck? Head over to our Resource Centre to see some of the templates that we have available for you to use


We use cookies to give you the best online experience. By agreeing you accept the use of cookies in accordance with our cookie policy.

Privacy Settings saved!
Privacy Settings

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. Control your personal Cookie Services here.

These cookies are necessary for the website to function and cannot be switched off in our systems.

In order to use this website we use the following technically required cookies
  • wordpress_test_cookie
  • wordpress_logged_in_
  • wordpress_sec

For perfomance reasons we use Cloudflare as a CDN network. This saves a cookie "__cfduid" to apply security settings on a per-client basis. This cookie is strictly necessary for Cloudflare's security features and cannot be turned off.
  • __cfduid

Decline all Services
Accept all Services