Hello
I am enjoying testing out SkyLightIt.
Can you please tell me how to setup recurring tasks/Milestones
Support Staff2 Posted by Taimur Khan on 08 Dec, 2011 02:35 AM
Thanks Chris, Let us know if we can help. Unfortunately we dont
have recurring tasks/milestones yet implemented. Though we are
testing Project Templates: https://secure.skylightit.com/project_templates
Were you can create templates with tasks and milestones, this
might be able to solve part of the process of creating selection of
tasks and milestones in one go.
I've just started to try Skylight and this is one of my first
questions. I would use recurring tasks in at least 3 ways -
If I'm producing a client's monthly email newsletter, in my mind
that's a year long "Project. " Each monthly issue is probably a
"Milestone" (or "subproject" - not sure how Skylight would
classify). To produce each monthly issue I go through the same set
of tasks. Many of them take less than an hour, by the way (don't
know how granular your time tracking is). I want to attach the same
set of monthly tasks to the Project for at least 12 months. This is
critical if I want to keep a big picture overview of all my
work...while making sure nothing is slipping through the
cracks.
I shouldn't have to re-type this set of 10 tasks every month
(Get content from Sue, Enter content in template, Set up links,
Check links, Spell check content, Send test message, Gather
feedback and make changes, Send newsletter, Gather stats and
report). I know this is pretty detailed, but it's what I need to do
to make the newsletter a quality product. Retyping is a waste of
time and effort, and also allows errors to potentially slip into
the process.
If I have 5 newsletter clients, I need a simple, yet robust
tracking system to make sure none of those 50 monthly steps falls
(10 tasks x 5 clients) through the cracks.
I also need to integrate those 50 tasks into other projects I'm
managing.
Another example - I have just landed a client whereby I'll be
providing him with a weekly status update regarding online comments
about his business. I need to check Yelp and other review sites 2x
per week, write and send a status report, and suggest responses.
I'd like to set this all up as a recurring set of weekly tasks,
again, to make sure nothing is getting overlooked.
I'm very new to the site, so perhaps this is a feature that's
available, but when I land a new client, it's for a similar set of
projects (I'm a marketing consultant). Like with the newsletter
example, I often do the same steps in a project but for different
clients. (examples: draft white paper, write press release, update
blog posts, etc.)
Maybe these are available as a set of steps in a template?
Recurring tasks is a pretty big missing feature in my
mind....
I've just started to try Skylight and this is one of my first
questions. I would use recurring tasks in at least 3 ways -
If I'm producing a client's monthly email newsletter, in my mind
that's a year long "Project. " Each monthly issue is probably a
"Milestone" (or "subproject" - not sure how Skylight would
classify). To produce each monthly issue I go through the same set
of tasks. Many of them take less than an hour, by the way (don't
know how granular your time tracking is). I want to attach the same
set of monthly tasks to the Project for at least 12 months. This is
critical if I want to keep a big picture overview of all my
work...while making sure nothing is slipping through the
cracks.
I shouldn't have to re-type this set of 10 tasks every month
(Get content from Sue, Enter content in template, Set up links,
Check links, Spell check content, Send test message, Gather
feedback and make changes, Send newsletter, Gather stats and
report). I know this is pretty detailed, but it's what I need to do
to make the newsletter a quality product. Retyping is a waste of
time and effort, and also allows errors to potentially slip into
the process.
If I have 5 newsletter clients, I need a simple, yet robust
tracking system to make sure none of those 50 monthly steps falls
(10 tasks x 5 clients) through the cracks.
I also need to integrate those 50 tasks into other projects I'm
managing.
Another example - I have just landed a client whereby I'll be
providing him with a weekly status update regarding online comments
about his business. I need to check Yelp and other review sites 2x
per week, write and send a status report, and suggest responses.
I'd like to set this all up as a recurring set of weekly tasks,
again, to make sure nothing is getting overlooked.
I'm very new to the site, so perhaps this is a feature that's
available, but when I land a new client, it's for a similar set of
projects (I'm a marketing consultant). Like with the newsletter
example, I often do the same steps in a project but for different
clients. (examples: draft white paper, write press release, update
blog posts, etc.)
Maybe these are available as a set of steps in a template?
Recurring tasks is a pretty big missing feature in my
mind....
Support Staff5 Posted by Taimur Khan on 07 Feb, 2012 12:04 AM
Hi Jane,
We had some issues with the system and seams like your requests
were catched by our spam filter! So its only now coming on to our
forum.
thank you for sharing your workflow and i can see that our
Project templates will work wonderfully for this. The only downside
is that for each newsletter you will need to create a new project.
Have a look and let me know if that would work.
Support Staff7 Posted by Taimur Khan on 22 Feb, 2012 02:14 PM
Hi Stephen, I am afraid not through the forum, but your posts
does update every one on this thread so I am sure she would have
got the message and i'll leave it to her to get back to you here
and exchange contacts etc if need be.
Support Staff 2 Posted by Taimur Khan on 08 Dec, 2011 02:35 AM
Thanks Chris, Let us know if we can help. Unfortunately we dont have recurring tasks/milestones yet implemented. Though we are testing Project Templates: https://secure.skylightit.com/project_templates
Were you can create templates with tasks and milestones, this might be able to solve part of the process of creating selection of tasks and milestones in one go.
How would you use recurring tasks/milestones?
Taimur
3 Posted by Jane on 25 Jan, 2012 10:23 PM
I've just started to try Skylight and this is one of my first questions. I would use recurring tasks in at least 3 ways -
If I'm producing a client's monthly email newsletter, in my mind that's a year long "Project. " Each monthly issue is probably a "Milestone" (or "subproject" - not sure how Skylight would classify). To produce each monthly issue I go through the same set of tasks. Many of them take less than an hour, by the way (don't know how granular your time tracking is). I want to attach the same set of monthly tasks to the Project for at least 12 months. This is critical if I want to keep a big picture overview of all my work...while making sure nothing is slipping through the cracks.
I shouldn't have to re-type this set of 10 tasks every month (Get content from Sue, Enter content in template, Set up links, Check links, Spell check content, Send test message, Gather feedback and make changes, Send newsletter, Gather stats and report). I know this is pretty detailed, but it's what I need to do to make the newsletter a quality product. Retyping is a waste of time and effort, and also allows errors to potentially slip into the process.
If I have 5 newsletter clients, I need a simple, yet robust tracking system to make sure none of those 50 monthly steps falls (10 tasks x 5 clients) through the cracks.
I also need to integrate those 50 tasks into other projects I'm managing.
Another example - I have just landed a client whereby I'll be providing him with a weekly status update regarding online comments about his business. I need to check Yelp and other review sites 2x per week, write and send a status report, and suggest responses. I'd like to set this all up as a recurring set of weekly tasks, again, to make sure nothing is getting overlooked.
I'm very new to the site, so perhaps this is a feature that's available, but when I land a new client, it's for a similar set of projects (I'm a marketing consultant). Like with the newsletter example, I often do the same steps in a project but for different clients. (examples: draft white paper, write press release, update blog posts, etc.)
Maybe these are available as a set of steps in a template?
Recurring tasks is a pretty big missing feature in my mind....
4 Posted by Jane on 26 Jan, 2012 06:40 PM
I've just started to try Skylight and this is one of my first questions. I would use recurring tasks in at least 3 ways -
If I'm producing a client's monthly email newsletter, in my mind that's a year long "Project. " Each monthly issue is probably a "Milestone" (or "subproject" - not sure how Skylight would classify). To produce each monthly issue I go through the same set of tasks. Many of them take less than an hour, by the way (don't know how granular your time tracking is). I want to attach the same set of monthly tasks to the Project for at least 12 months. This is critical if I want to keep a big picture overview of all my work...while making sure nothing is slipping through the cracks.
I shouldn't have to re-type this set of 10 tasks every month (Get content from Sue, Enter content in template, Set up links, Check links, Spell check content, Send test message, Gather feedback and make changes, Send newsletter, Gather stats and report). I know this is pretty detailed, but it's what I need to do to make the newsletter a quality product. Retyping is a waste of time and effort, and also allows errors to potentially slip into the process.
If I have 5 newsletter clients, I need a simple, yet robust tracking system to make sure none of those 50 monthly steps falls (10 tasks x 5 clients) through the cracks.
I also need to integrate those 50 tasks into other projects I'm managing.
Another example - I have just landed a client whereby I'll be providing him with a weekly status update regarding online comments about his business. I need to check Yelp and other review sites 2x per week, write and send a status report, and suggest responses. I'd like to set this all up as a recurring set of weekly tasks, again, to make sure nothing is getting overlooked.
I'm very new to the site, so perhaps this is a feature that's available, but when I land a new client, it's for a similar set of projects (I'm a marketing consultant). Like with the newsletter example, I often do the same steps in a project but for different clients. (examples: draft white paper, write press release, update blog posts, etc.)
Maybe these are available as a set of steps in a template?
Recurring tasks is a pretty big missing feature in my mind....
Support Staff 5 Posted by Taimur Khan on 07 Feb, 2012 12:04 AM
Hi Jane,
We had some issues with the system and seams like your requests were catched by our spam filter! So its only now coming on to our forum.
thank you for sharing your workflow and i can see that our Project templates will work wonderfully for this. The only downside is that for each newsletter you will need to create a new project. Have a look and let me know if that would work.
Thanks
Taimur
6 Posted by Stephen Davidson on 22 Feb, 2012 10:54 AM
Are we able to contact ther users on this Forum, i would like to get in touch with Jane from the above posts...
Regards,
Stephen
Support Staff 7 Posted by Taimur Khan on 22 Feb, 2012 02:14 PM
Hi Stephen, I am afraid not through the forum, but your posts does update every one on this thread so I am sure she would have got the message and i'll leave it to her to get back to you here and exchange contacts etc if need be.
Taimur