Overview
Projects and templates play an important role in customer onboarding, but it can be easy to confuse the two. Here's a quick overview to get you started.
Projects are a collection of tasks that will help your customer successfully complete their onboarding. You can customize project tasks for each customer to ensure they get the best possible experience.
Templates are a bit like projects, but they are pre-designed processes or sets of steps that you can use to guide new customers through onboarding. Think of templates as your starting point and projects as customized versions of them.
How to get Started
To get started with projects, you need to first build a template. Here are the 5 steps to building a template:
Create your Template Wireframe:
You need to map out all the tasks that help a customer get onboarded, then organize those tasks under milestones
Map Responsibility
Knowing what needs to get done is just as important as who needs to do it!
Set the Estimated Hours, Durations, and Dependencies
Help the assignee know how long a task should take them, when it needs to be done by, and control the flow of task assignments!
Task Instructions
Give the assignee a step-by-step guide on how to complete the task they're assigned to!