video1.0<iframe src="https://www.loom.com/embed/4d408848c71b4814a5cda8d0825f8080" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/4d408848c71b4814a5cda8d0825f8080-1667317663952.gif1225.02How to Set Up Reporting ManagementSkip to 11:15 and watch through to 15:07 if you're just looking for the SOP on how to set up Reporting Management for a new customer.
00:00 Templated Project Plan Overview
01:45 The New Customer Workflow
03:35 How to Add Deliverables From Templated Project Plan to Reporting Management
06:00 Importance of Filling Out the Assigned Date and Assign Due Date
06:50 How the Suggested Dates Work
09:05 How to Create a New Team Member View in Reporting Management
11:15 SOP on How to Set Up Reporting Management
12:10 1. Go to the Project Management System Base.
12:15 2. Ensure the Client has been added to the Clients table with, most importantly, a Kickoff Call Date specified.
12:45 3. Navigate to the Templated Project Plan Table.
12:50 4. Copy all the Title of Deliverables.
12:57 5. Switch to the Reporting Management Table.
13:05 6. Select the New Project Plan Goes Here View.
13:10 7. Scroll all the way to the bottom, then click the + icon.
13:15 8. In the Deliverable field, paste all of the deliverables you copied from the Templated Project Plan.
13:50 9. Select the appropriate Task Owners and Managers.
13:55 10. Select the Deliverable Status as Assigned. Drag down for all deliverables.
14:00 11. Select the appropriate Project (client). Drag down for all deliverables.
14:10 12. Use the fill handle to drag Suggested Assigned Dates and Suggested Due Dates over to Actual Assigned Dates and Actual Due Dates. Change Actual Assigned Dates and Actual Due Dates as needed.
14:50 13. Delete any unnecessary deliverables (ones that are not relevant to this specific project).
15:07 14. Add any necessary Project-Specific Info (scroll right).
16:25 The Overdue Task Notification Automation
17:05 How to Automatically Request a Status Update
18:00 How to Notify When Someone When a Deliverable is Marked as Completed