I keep this kind of thing in a folder at the top of my outline called "Procedures and Templates to Copy - Kicked off by an Event" I set it to hidden.
For example, I have a task for setting up a computer for a new user - which has hundreds of tasks under it. So when we hire an employee I copy that project template down into my working projects in my outline and delete any tasks that won't apply to this user - ie the book keeper won't require the same software as the engineer so I list all the software and when I make it active I delete what I don't need or just check it off. Then I start checking off tasks as I set up the computer or I set a date due for the future or I make it dependent on the employee accepting our offer or the new computer arriving. I have hundreds of these templates. Anything basically that isn't a set routine and is kicked off by an inconsistent event - new hire, new job, filling in for another person while they are out (this one I move to the active outline and then I move back up when they come back), random server processes when something goes wrong for troubleshooting, how to install things,.... Pretty much every time I have an issue and figure it out I put it in these templates for the next time I have the same issue. If we get new software I put the steps for installing so that the next time I have to install I don't even have to think about it as far as where it is saved and what settings have to be set to be consistent with all the other's that are already installed. It also comes in handy for delegating - if I have all the task involved I just print that selected project and hand it off to someone else to do. The only thing you have to remember is I am continuously improving my process and/or things are always changing so if I need to change something I need to remember to change the template and the active project. I hope that helps. Susannah On Wednesday, May 4, 2022 at 6:02:29 PM UTC-4 Gerardo Aguilar wrote: > I work as PM, many of my projects have the same sequence in process and > tasks, > when I have a new project I create new project and then create a new > section of tasks, > these tasks sections are like "Installation process, maintenance window" > Is it a form in which these names can be set as template for different > projects? > So I do not have to write them multiple times? > > I have read the guide help but I think I did not find something like this > Thank you > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to mylifeorganized+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/ad4395f4-7c3f-4c81-ae42-08aa655ee18dn%40googlegroups.com.
