Working with Feng Office Templates

Templates are one of the most powerful tools of Feng Office.

Setting the right templates on your Feng Office will help greatly to:

1. Reduce risks of errors (mainly by avoiding omissions)
2. Improve Productivity

Keep reading to learn more about templates.

Feng Office templates are a very powerful tool for kickstarting a new project/service.

Instead of having to create all the tasks from scratch, you can very easily create all the tasks with very few inputs.

A Feng Office template is a collection of tasks that represent a process.

Most organizations and companies have a few processes that they have to execute on a regular basis, following a pre-defined set of steps.

Depending on your team's activities, the process can represent one of many things. Some examples are:

1. Projects
2. Services
3. Internal Processes

Templates often define a few set of basic steps, but can also define very specific details of a process. It is up to your team to explore and define the level of detail that your templates will need (although Feng Office consultants would gladly help you define it).

Setting the right templates on your Feng Office will help greatly to:

1. Reduce risks of errors (mainly by avoiding omissions)
2. Improve Productivity

How?

Instead of having to create the same tasks over and over, every time you have to repeat a process, you just do a few clicks and inputs.

Let us show you some examples…

Lets see some examples of templates applied on real-life companies.

We are going to see examples for:

1. Advertising agencies - Radio piece work order
2. Law firms - Preparing and Executing a business selling contract
3. Construction firms and Architecture studios - New construction project
4. Service delivery - New client process
5. Schools and Universities - New course development
6. Public agencies - Processing a building permit request

There are many, many more processes being defined with Feng Office templates. If you would like to share yours we would love to learn about it. Leave a comment here, or a post at the Forum. If you are a Professional Edition Client we could publish the case study, if you want.

The elements that compose a template are:

1. (Template) Name
2. Description
3. (Template) Objects
4. (Template) tasks
5. Parameters
6. Original Objects

This is the name of the process/project type. This name is the name displayed when you go to the tasks menu to create a new process.

These are the elements that compose the

These are the objects that you use to create the template

In order to create a template, you should first create the tasks and milestones that you would like your template to have.

Once these have been created, you should first go to the Administration Panel (See how to access the administration panel here) keeping in mind your user should be an administrator, and select Templates to have them listed, or Add template to directly add a new one.

When creating a new template, the next screen should be shown:

Coming soon…