Objective
This SOP outlines the steps to create and manage project tags and description notes in ShedMate for effective project organization.
Key Steps
1. Introduction to Project Tags 0:00
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Understand the purpose of project tags and description notes in ShedMate.
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Recognize the importance of organization for return on investment (ROI).
2. Accessing Drafts and Jobs 0:46
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Navigate to the drafts section for quotations and job proposals.
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Identify the tags section for both drafts and jobs.
3. Creating Project Tags for Drafts 1:08
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Click on a draft project to select tags.
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Use tags such as:
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New: for new inquiries.
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Quoting: when the project is being quoted.
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Quote sent: after sending the quotation to the customer.
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4. Creating Project Tags for Jobs 2:10
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Access the jobs section to manage project workflows.
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Use tags such as:
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New project: for new jobs.
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Delivered: when the project is completed.
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Ordering materials: when materials are being procured.
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5. Adding New Categories and Modifying Tags 2:47
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To add new categories, click on the option to create a new tag.
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Assign a name and color to the tag (e.g., 'Concreting in progress').
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Save the new tag.
6. Using Description Notes 3:31
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Navigate to the description notes section of a project.
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Add notes regarding project status or tasks (e.g., 'Josh, please work on the quote').
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Include dates and specific details as necessary.
7. Weekly Team Meetings 5:24
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Use project tags and notes to prepare for weekly team meetings.
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Review the status of each job and update notes accordingly.
8. Filtering Projects 6:23
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Utilize the filtering options to view specific project statuses (e.g., all projects ordering materials).
Cautionary Notes
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Ensure that all team members are trained on how to use tags and notes effectively.
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Regularly review and update tags to maintain clarity and organization.
Tips for Efficiency
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Encourage team members to update project notes immediately after any significant change.
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Use consistent naming conventions for tags to avoid confusion.
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Schedule regular reviews of project statuses to keep everyone informed.