Having the ability to create project templates has been key to our success. We use templates to draw up comprehensive dependencies among tasks, write detailed descriptions for each task, and easily replicate those projects for new clients. It’s nice that teammates can be assigned to the tasks, and can be carried over when the templates are replicated, but this process only works well right now because we have 8 employees (one employee for each service).
Down the road, when we are able to hire multiple people for each department and change up project teams, this process in the template tasks will become a hindrance. I will no longer be able to have specific people assigned to tasks in the template because I'll ultimately have to "swap" out people to form new teams, which leaves room for error if a task is missed and the wrong teammate is still assigned.
Solution: Assign Services in Templates
When creating a template, allow us to assign specific services to each task, instead of specific teammates. For example, I can assign Graphic Designer and Brand Manager to Task 1, then Graphic Designer to a dependent Task 2, and Developer to a dependent Task 3. When I am ready to convert a project template into an active project, I can be prompted to create my project team. I can Select Employee A to fill all Graphic Designer roles, Employee B to fill all Brand Manager roles, and Employee C to fill all Developer Roles.
Through an automated process, the following happens:
Task 1 (Graphic Designer & Brand Manager) = Employee A & B
Task 2 (Graphic Designer) = Employee A
Task 3 (Developer) = Employee C
In a project with over 100 tasks, this will save Project Managers so much time, therefore allowing their project teams to get started on the projects more quickly.