Overview

The tutorial will provide examples of how task templates can be used in the photography industry. Task templates are used to quickly recreate a task that is used over and over again. Please note that task templates are only used to track what needs to be done in the project/order. They are not used to track the status of the order. Project Pipeline are used to track the overall status of a project/order.

For additional information on creating and editing task templates please see How to Create/Edit Saved Task Lists

Examples of Saved Task Lists for Photographers

• Example of task templates for a lead
• Saved Task List: Lead Tasks
• Saved Task: Send Welcome email 1 hour after lead is added to StudioCloud
• Saved Task: Send Welcome packet 1 day after lead is added to StudioCloud
• Saved Task: Call lead to answer questions 3 days after client is added to StudioCloud
• Saved Task: Call lead to schedule date
• Follow up notes: Not all of the tasks need to be accomplished but having all of them in the project lets you know what has and has not been done.
• Example of saved tasks for a client
• Saved Task List: New Client
• Saved Task: Schedule event with client
• Saved Task: Email client requesting an event deposit
• Saved Task: Call client to get the event deposit
• Saved Task: Send event information sheet to client
• Example of task templates for an event
• Saved Task List: New Event
• Saved Task: Schedule event with client
• Saved Task: Email client requesting an event deposit
• Saved Task: Call client to get the event deposit
• Saved Task: Send event information sheet to client