Team playbooks
Procedures your team runs, with a record of each one.
Write procedures as checklists, run them and keep a record of what was done. Use them in your own team, or build playbooks for your clients.
What you can do
- Write procedures as checklists
- Run them and track each run
- Keep them with the rest of your work
What your clients get
- Their way of working written down
- Steps that get done the same way
- A record of every run
How setup works
- Write the procedure.
- Start a run when the work begins.
- Tick off each step and keep the record.
Questions
- Can I sell this to my clients?
- Yes. Tell us when you set it up, and we will agree the terms, including selling it under your own brand.
- Do I need to switch anything on?
- No. Checklists come with every Workspace.