Project Templates In AgencyOS

Speaker 0: Hi guys. Brian here for Directus. Welcome back to the Agency OS series. In this video, we're going to be talking about project templates. So, imagine that you've been working this deal for this cool organization called Directus and they are ready to move into an actual project.

This is where things get a little bit fuzzy before Agency OS. You may have been quoting inside your CRM or just via email and now you're gonna action this project inside Asana or Basecamp or some other tool. But now, with AgentC OS, it's combined into a single platform. Project Templates are gonna help you operationalize your actual Projects. So, we'll click on Create a Project on the right information sidebar.

We'll give this project a quick name, New Website Project, select an organization, Directus in this case, select our primary contact, and then we're gonna pick the project template. So these are already preset in Agency OS for you. We'll show you how to customize them in just a few. Then we'll pick a start date for the project. We'll choose a completion date or a target completion date because projects, especially web projects, don't always go according to plan.

But that's what we're trying to fix. So now that the project is created, let's just pop in and take a look. One of the nice things about AJC OS and Directus is how flexible it is. So, we'll open up this new website project and I can see I've got all my information prefilled. But the beauty of this, as I scroll down, I've got all of my tasks, my entire project already planned out.

That's huge. So we can actually operationalize this. And one of the core features here is the ability to collaborate with clients on Tasks. So you can see this task is marked visible to the client. And if I were to open up the AgencyOS client portal, that task will show up.

So we'll just log in to the portal and I could see in the client's task list is that kickoff call, where we would have that detailed information on what that looks like. So that's how project templates work. How do we actually configure these? If you go to the settings tab within the left hand sidebar, you will find your project templates. Now we've gone through and spec'd out several of these project templates for you already.

But if we inspect the website design and development one, let's just take a look. You can see the preset task where you can determine the type of task. You can add names, descriptions. You can assign team members. You can make this visible to the client.

You can even set dates relevant to the start of the project or when the project is due to start and end this specific task. So you can really systemize each one of your projects and hopefully gain more efficiency than creating this project plan one off every single time. So we've covered how to actually create these project templates. But let's take a peek behind the scenes into the actual flows that create this project. So there is a Create Project Flow inside your settings and it is triggered manually whenever you click the button.

It will read the task template or the project template that you set up. It will run some JavaScript, nothing fancy, to format all the tasks within that project. And then create a new project and all the individual tasks for everyone on your team automatically for you just with a couple of clicks. That's it for project templates. Make sure you stay tuned for the other videos in this series for more information on Agent COS.

See you.