how to best practice - task list templates
TRANSCRIPT
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How to get the most from task list templates
Presenter: Samantha Oznowicz, Customer Success Manager
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AgendaWhen to use task list templates
How to create a repeatable process in Redbooth
Next steps + Resources
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About Redbooth
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● Comprehensive, easy-to-use collaboration solution to improve the productivity and performance of teams and companies of all sizes
● 6,000 customers in 100+ countries rely on Redbooth
● Founded in 2008 with offices in Redwood City, California and Barcelona, Spain
Smarter Businesses powered by Redbooth
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About Me For the last 10 years I have had a rewarding career helping customers become successful. I believe in partnering with my customers and delivering a superior consultative service that leads to a successful deployment of Redbooth’s solution.
What you need to know about me:1. A “new” mom of two very active babies, Evan (21 months) and Rosalie (7
months)2. I love listening to baseball games — Go Giants!3. I own a photography business
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• On-boarding a new hire• To do lists• Annual events• Closing a month• Press release
When to use task list templates
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• Choose a repeatable process you would like to use in Redbooth
• Begin building your first task list template
• Get helpful hints and best practices from our resources
Next Steps
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• How to guides• Video Tutorials• Knowledge Base• Webinars• Blog posts and use cases
Resources
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Audrey VandenbroeckCustomer Success ManagerRedbooth Inc.e: [email protected]: 650-720-4601
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