SuiteDash Projects Toolkit 101: Automate and Scale Your Workflows

Mastering SuiteDash: Projects Toolkit & Automation Essentials

In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve productivity. Discover the key advantages of the Projects Toolkit, such as automated project creation, streamlined task management, and workflow scalability. Follow along as Mitchell demonstrates how to set up custom fields, create task templates, and generate projects with powerful automation features. Stay updated with SuiteDash by subscribing on YouTube and following on social media. Don't miss this comprehensive guide to optimizing your business operations with SuiteDash's Projects Toolkit.

Mitchell Royster, Founder of Brilliance Code Co. is a Trusted SuiteDash Agency Partner and Business Development Professional with 3+ years of hands-on experience; helping businesses streamline operations through automation, & creating breakthroughs in their RESULTS using Peak Performance Coaching.

KEY MOMENTS:

00:00 Welcome to Academy Sessions
01:16 Introduction to Projects Toolkit
03:13 Setting Up Custom Fields
05:02 Creating Task Templates
09:16 Managing Tasks and Phases
17:17 Project Creation and Assignment
26:58 Exploring Project Generators
32:50 Setting Project Completion Dates
33:47 Custom Fields for Project Dates
34:43 Project Information Settings
35:17 Client Visibility and Notes
36:11 Project Assignments and Task Templates
39:09 Triggering Automations
42:35 Managing Project Tasks
49:17 Timers and Time Tracking
53:22 File Management
54:34 Team and Client Communication
56:59 Project Settings and Progress
01:01:16 Project Dashboard Customization
01:03:01 Creating and Updating Projects
01:03:34 Generating Projects with Forms
01:05:41 Final Thoughts and Feedback

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