Determining if your work templates are too long

  • 2 December 2020
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  • Anonymous
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Determining the length of your work templates all depends on what you're trying to accomplish, and how you and your team prefer to work. The most important thing is whether you're asking the right questions!

 

  • Do I have tasks with different assignees or due dates? This is almost a sure sign that your section should be split up so you can make better use of automators.

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  • Do I have more than one task assigned to the same person? Again, you're most likely missing out on a chance to use more automators OR simplify that user's To-Do list experience.

  • Is my team frustrated by the number of boxes they have to tick? Might be time to consolidate some tasks. It all depends what level of granularity their manager needs to see.

 

Every practice is different, which is why Karbon's templates are so flexible. Make sure yours are aligned with how you work!


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