SlideShare uma empresa Scribd logo
1 de 8
Baixar para ler offline
*
How to get the most from
task list templates
Presenter: Samantha Oznowicz, Customer Success Manager
2
Agenda
When to use task list templates
How to create a repeatable process in Redbooth
Next steps + Resources
1
2
3
3
About Redbooth
3
● Comprehensive, easy-to-use collaboration solution to improve the
productivity and performance of teams and companies of all sizes
● 6,000 customers in 100+ countries rely on Redbooth
● Founded in 2008 with offices in Redwood City, California and Barcelona, Spain
Smarter Businesses powered by Redbooth
4
About Me
For the last 10 years I have had a rewarding career helping customers become
successful. I believe in partnering with my customers and delivering a superior
consultative service that leads to a successful deployment of Redbooth’s solution.
What you need to know about me:
1. A “new” mom of two very active babies, Evan (21 months) and Rosalie (7 months)
2. I love listening to baseball games — Go Giants!
3. I own a photography business
5
• On-boarding a new hire
• To do lists
• Annual events
• Closing a month
• Press release
When to use task list templates
6
• Choose a repeatable process you
would like to use in Redbooth
• Begin building your first task list
template
• Get helpful hints and best practices
from our resources
Next Steps
7
• How to guides
• Video Tutorials
• Knowledge Base
• Webinars
• Blog posts and use cases
Resources
8
Audrey Vandenbroeck
Customer Success Manager
Redbooth Inc.
e: audrey@redbooth.com
p: 650-720-4601
Start Working Smarter

Mais conteúdo relacionado

Destaque

Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...
Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...
Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...Buffer
 
5 Ways Gantt Charts Give You Project Management Superpowers
5 Ways Gantt Charts Give You Project Management Superpowers5 Ways Gantt Charts Give You Project Management Superpowers
5 Ways Gantt Charts Give You Project Management SuperpowersRedbooth
 
How the Pros Get Leads From Social Media
How the Pros Get Leads From Social MediaHow the Pros Get Leads From Social Media
How the Pros Get Leads From Social MediaBuffer
 
15 Tips to Stay Productive in 2017
15 Tips to Stay Productive in 201715 Tips to Stay Productive in 2017
15 Tips to Stay Productive in 2017Weekdone.com
 
Where to work? 2016 Employment and Labor trends
Where to work? 2016 Employment and Labor trendsWhere to work? 2016 Employment and Labor trends
Where to work? 2016 Employment and Labor trendsWeekdone.com
 
OKRs: How Google Achieves Company Goals
OKRs: How Google Achieves Company Goals OKRs: How Google Achieves Company Goals
OKRs: How Google Achieves Company Goals Weekdone.com
 
10 Reasons Why You Need More Transparency at Work
10 Reasons Why You Need More Transparency at Work10 Reasons Why You Need More Transparency at Work
10 Reasons Why You Need More Transparency at WorkWeekdone.com
 
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.Weekdone.com
 

Destaque (9)

Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...
Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...
Three Breakthroughs and Two Failures That Have Shaped Buffer in the Past Six ...
 
5 Ways Gantt Charts Give You Project Management Superpowers
5 Ways Gantt Charts Give You Project Management Superpowers5 Ways Gantt Charts Give You Project Management Superpowers
5 Ways Gantt Charts Give You Project Management Superpowers
 
[REPORT PREVIEW] The Transformation of Selling
[REPORT PREVIEW] The Transformation of Selling[REPORT PREVIEW] The Transformation of Selling
[REPORT PREVIEW] The Transformation of Selling
 
How the Pros Get Leads From Social Media
How the Pros Get Leads From Social MediaHow the Pros Get Leads From Social Media
How the Pros Get Leads From Social Media
 
15 Tips to Stay Productive in 2017
15 Tips to Stay Productive in 201715 Tips to Stay Productive in 2017
15 Tips to Stay Productive in 2017
 
Where to work? 2016 Employment and Labor trends
Where to work? 2016 Employment and Labor trendsWhere to work? 2016 Employment and Labor trends
Where to work? 2016 Employment and Labor trends
 
OKRs: How Google Achieves Company Goals
OKRs: How Google Achieves Company Goals OKRs: How Google Achieves Company Goals
OKRs: How Google Achieves Company Goals
 
10 Reasons Why You Need More Transparency at Work
10 Reasons Why You Need More Transparency at Work10 Reasons Why You Need More Transparency at Work
10 Reasons Why You Need More Transparency at Work
 
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.
Introduction to Objectives and Key Results. The Basics & FAQ of OKRs.
 

Último

Al Taj Al Malaki Company Profile -------
Al Taj Al Malaki Company Profile -------Al Taj Al Malaki Company Profile -------
Al Taj Al Malaki Company Profile -------ThanzirNazer
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Winbusinessin
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsIntellect Design Arena Ltd
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfSourav Sikder
 
Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsWristbands Ireland
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examplesamberjiles31
 
MC Heights construction company in Jhang
MC Heights construction company in JhangMC Heights construction company in Jhang
MC Heights construction company in Jhangmcgroupjeya
 
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...Brian Solis
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessAPCO
 
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHelene Heckrotte
 
Transform Your Kitchen Essential Tips for Renovations in Launceston
Transform Your Kitchen Essential Tips for Renovations in LauncestonTransform Your Kitchen Essential Tips for Renovations in Launceston
Transform Your Kitchen Essential Tips for Renovations in Launcestondjhbuildersau
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsyasinnathani
 
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003believeminhh
 
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלי
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלימיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלי
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגליBen Shushan & Co. C.P.A (Isr.)
 
Entrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsEntrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsP&CO
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...IMARC Group
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfHajeJanKamps
 
NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023Steve Rader
 

Último (20)

Sixth Sense Media Portfolio (Eng Ver) PDF
Sixth Sense Media Portfolio (Eng Ver) PDFSixth Sense Media Portfolio (Eng Ver) PDF
Sixth Sense Media Portfolio (Eng Ver) PDF
 
Al Taj Al Malaki Company Profile -------
Al Taj Al Malaki Company Profile -------Al Taj Al Malaki Company Profile -------
Al Taj Al Malaki Company Profile -------
 
Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024Ethical stalking by Mark Williams. UpliftLive 2024
Ethical stalking by Mark Williams. UpliftLive 2024
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking Applications
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
 
Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and Festivals
 
WAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdfWAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdf
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examples
 
MC Heights construction company in Jhang
MC Heights construction company in JhangMC Heights construction company in Jhang
MC Heights construction company in Jhang
 
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
The End of Business as Usual: Rewire the Way You Work to Succeed in the Consu...
 
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for BusinessQ2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
Q2 2024 APCO Geopolitical Radar - The Global Operating Environment for Business
 
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptxHELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
HELENE HECKROTTE'S PROFESSIONAL PORTFOLIO.pptx
 
Transform Your Kitchen Essential Tips for Renovations in Launceston
Transform Your Kitchen Essential Tips for Renovations in LauncestonTransform Your Kitchen Essential Tips for Renovations in Launceston
Transform Your Kitchen Essential Tips for Renovations in Launceston
 
Data skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story pointsData skills for Agile Teams- Killing story points
Data skills for Agile Teams- Killing story points
 
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
 
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלי
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלימיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלי
מיסוי רילוקיישן לפורטוגל- היבטי מיסוי ישראלי ופורטוגלי
 
Entrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizationsEntrepreneurship & organisations: influences and organizations
Entrepreneurship & organisations: influences and organizations
 
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
Boat Trailers Market PPT: Growth, Outlook, Demand, Keyplayer Analysis and Opp...
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdf
 
NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023NASA CoCEI Scaling Strategy - November 2023
NASA CoCEI Scaling Strategy - November 2023
 

How to Best Practice - Task List Templates

  • 1. * How to get the most from task list templates Presenter: Samantha Oznowicz, Customer Success Manager
  • 2. 2 Agenda When to use task list templates How to create a repeatable process in Redbooth Next steps + Resources 1 2 3
  • 3. 3 About Redbooth 3 ● Comprehensive, easy-to-use collaboration solution to improve the productivity and performance of teams and companies of all sizes ● 6,000 customers in 100+ countries rely on Redbooth ● Founded in 2008 with offices in Redwood City, California and Barcelona, Spain Smarter Businesses powered by Redbooth
  • 4. 4 About Me For the last 10 years I have had a rewarding career helping customers become successful. I believe in partnering with my customers and delivering a superior consultative service that leads to a successful deployment of Redbooth’s solution. What you need to know about me: 1. A “new” mom of two very active babies, Evan (21 months) and Rosalie (7 months) 2. I love listening to baseball games — Go Giants! 3. I own a photography business
  • 5. 5 • On-boarding a new hire • To do lists • Annual events • Closing a month • Press release When to use task list templates
  • 6. 6 • Choose a repeatable process you would like to use in Redbooth • Begin building your first task list template • Get helpful hints and best practices from our resources Next Steps
  • 7. 7 • How to guides • Video Tutorials • Knowledge Base • Webinars • Blog posts and use cases Resources
  • 8. 8 Audrey Vandenbroeck Customer Success Manager Redbooth Inc. e: audrey@redbooth.com p: 650-720-4601 Start Working Smarter