How to Turn SOPs into Templates for Task Management

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ProcessDriven CEO Layla Pomper demonstrates how to link standard operating procedures (SOPs) to specific tasks, making them easily accessible for your team, ensuring efficiency, and reducing errors by clarifying established standards. Read more 👉 loom.ly/RNF7AzQ
Here's what we'll cover:
00:00 Connecting Your SOPs to Tasks
02:10 Step 1. Have an SOP
03:16 Step 2. Identify Tasks
05:40 Step 3. Create Tasks
06:07 Step 4. Connect to SOPs
08:25 Step 5. Create Template
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Пікірлер: 11

@bc4198 10 ай бұрын

Awesome video! You're moving into something that seems simple and obvious, but is somehow a profound shift from previous generations of office workers... Thank you!!!

@LaylaPomper 10 ай бұрын

Well said! I'm glad you liked the video! Thank you for your support. ☺️

@MrPioorko 10 ай бұрын

Hi! In this video you mention about linking SOPs to taks. Whereas, in your video about switching from docs to tasks (clickup), you write SOP directly within description area of a task. I am in the process of moving SOP to ClickUp. Having SOP in task is convenient but what about updating SOPs? What is your way of managing updates?

@LaylaPomper 10 ай бұрын

Great question! You can create a routine task to verify that the SOP is still relevant and whether or not it needs to be updated.

@MrPioorko 10 ай бұрын

Ok. And when SOP is updated, what to do with all tasks that are active and were created based on the updated SOP. I think about "mention SOP (task)" in task description. So when SOP changes, all active tasks don't need to be rewrites. @@LaylaPomper

@bc4198 10 ай бұрын

@@MrPioorko Edit: Layla answers this (at least in part) starting at 7:13 in the video 👍! You're looking for the source of truth. Using embeds for Markdown/HTML-based apps or "subdocuments" for Word, you have the task list insert the SOP content, so that updating the SOP (i.e. source of truth) automatically updates every task list based on it. Layla's solution sends the user to visit the latest version, rather than directly including the content, which still achieves the goal of changing one file that updates all the others.

@iamashleylbrown 7 ай бұрын

I was just about to say this!

@iamashleylbrown 7 ай бұрын

I’m confused. If you create a template SOP task, why would you need to link out to an external doc? Wouldn’t you just go back into the original template and make the updates there so that it reflects in the tasks moving forward? It wouldn’t change anything from the past, correct?

@LaylaPomper 10 ай бұрын

Want to work with me to get your SOPs updated (or created for the first time)? 1 - Join my next live SOP workshop: processdriven.co/services/sop 2 - Unlock 109 SOP examples: processdriven.co/sop