Software to Organize SOPs | Example using ClickUp Docs and Task Templates
14.2 هزار بار بازدید -
4 سال پیش
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👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/clickup/how-...
I believe there are two types of SOPs: "library" and "daily tools." In this video, I talk about how you can document processes in a way that's flexible enough for a small team...while actually lightening the load on the managers or owners.
Note: While I'll be using ClickUp as an example here, this lesson could be applied to various software tools.
Here's what we'll cover:
00:00 Introduction
4:54 Here's how I build this out in ClickUp.
5:57 Wiki (library) in ClickUp Docs vs. a dedicated Knowledge Base software.
7:30 Search ClickUp Docs.
7:57 Daily Tools are the second category...but might be an even easier place to start. I'll give an example here of how you can use ClickUp task templates to define your process.
10:55 Load a template on an existing ClickUp task to "train" your employees with clear work instructions that you can recycle.
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📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
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🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/clickup/how-...
I believe there are two types of SOPs: "library" and "daily tools." In this video, I talk about how you can document processes in a way that's flexible enough for a small team...while actually lightening the load on the managers or owners.
Note: While I'll be using ClickUp as an example here, this lesson could be applied to various software tools.
Here's what we'll cover:
00:00 Introduction
4:54 Here's how I build this out in ClickUp.
5:57 Wiki (library) in ClickUp Docs vs. a dedicated Knowledge Base software.
7:30 Search ClickUp Docs.
7:57 Daily Tools are the second category...but might be an even easier place to start. I'll give an example here of how you can use ClickUp task templates to define your process.
10:55 Load a template on an existing ClickUp task to "train" your employees with clear work instructions that you can recycle.
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
4 سال پیش
در تاریخ 1399/02/23 منتشر شده
است.
14,268
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