Lesson 1, Topic 1
In Progress

PM tool automation

For regularly recurring tasks, now is also the time to automate the template cards set up in your PM tool to:

  • Auto create at the right time e.g. For a weekly meeting have it create on the right day with the checklist ready to go.
  • Auto assign the right roles e.g. if certain roles are responsible or accountable for the same tasks over and over again automatically assign these.