At Motion, we’re always looking for ways to make project management more seamless and efficient for your team. Today, we’re excited to announce a game-changing feature: the ability to add meetings and events directly into your projects and project workflow templates.
Why This Matters
In many organizations, meetings constitute a significant portion of project activities—sometimes over 50%. Yet, until now, there wasn’t an efficient way to track these crucial interactions within your project management tool. This gap made it challenging to have a holistic view of all project-related activities, leading to potential oversights and inefficiencies.
The Heartbeat of Your Business: SOPs and Workflow Templates
Standard Operating Procedures (SOPs) are the lifeblood of any organization. They outline how work gets done, ensuring consistency and efficiency across all operations. By codifying these procedures into repeatable workflows, you can streamline processes, reduce errors, and ultimately drive profitability.
The Power of Project Workflow Templates
Motion’s project workflow templates allow you to transform your SOPs into actionable, repeatable tasks. Whether it’s a feature development cycle with stages like design, review, and release, or onboarding a new employee with steps like IT setup and training, these templates ensure that every task is assigned, scheduled, and tracked automatically.
And now, with the addition of meetings and events, your templates just got even more powerful.
Bridging the Gap: Adding Meetings to Your Projects
We’ve heard your feedback loud and clear. The inability to integrate meetings into project workflows was a significant hurdle. Here’s how we’ve addressed this challenge:
- Seamless Integration: Existing meetings can now be added directly to your projects.
- Template Support: Meetings can be included in project workflow templates, allowing you to model out complete workflows —even when they involve scheduling future meetings.
- Automated Scheduling Tasks: When a meeting is part of a workflow template, it initially appears as a task assigned to the meeting host. They have three days to schedule the meeting. Once scheduled, the task disappears, leaving the meeting seamlessly integrated into the project timeline.
- Flexibility: Meetings can be rescheduled as needed, ensuring your project plan stays up-to-date.
- Blockers and Dependencies: Just like tasks, meetings can have blockers, ensuring that all prerequisites are met before the meeting occurs.
- Easy Scheduling: Schedule meetings effortlessly using the new meetings modal, right within Motion.
- Time tracking: And because now meetings are part of projects, you can track the time your team is spending on meetings within your Motion Views
How It Works: A Closer Look
Imagine you’re initiating a new project that requires several kickoff meetings, client consultations, and team reviews. With our updated workflow templates:
- Include Meetings in Templates: Add these meetings as part of your standard workflow template.
- Assign Scheduling Tasks: The responsible team member receives a task to schedule the meeting within a specified timeframe.
- Automatic Updates: Once the meeting is scheduled, the task is marked complete, and the meeting is visible in the project timeline.
- Manage Dependencies: Set blockers to ensure that certain tasks or meetings occur in the correct sequence.
- Stay Flexible: Reschedule meetings as project timelines evolve, with all changes reflected in real-time across the project.
The Benefits for Your Team
- Unified View: See all project-related activities—including meetings—in one place.
- Improved Accountability: Assign and track scheduling responsibilities to ensure meetings are set up promptly.
- Enhanced Collaboration: Keep everyone on the same page with updated timelines that include all tasks and meetings.
- Efficiency Boost: Reduce the back-and-forth of scheduling and rescheduling by managing it within your project management tool.
Start Enhancing Your Projects Today
Meetings are an integral part of project execution, and now you can manage them effortlessly within Motion. By integrating meetings into your project workflow templates, you’re not just scheduling events—you’re enhancing your entire project management process.
Ready to take your project management to the next level? Log in to Motion and start incorporating meetings into your projects today.
At Motion, we’re committed to helping you execute with precision and efficiency—as if you had a dedicated project management team right behind you. With our latest update, managing your projects just became even more powerful.
