Choose a repeatable process you would like to use in Redbooth Begin building your first task list template Get helpful hints and best practices from our resources

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How to get the most from
task list templates
Presenter: Samantha Oznowicz, Customer Success Manager

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Agenda
When to use task list templates
How to create a repeatable process in Redbooth
Next steps + Resources
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About Redbooth
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● Comprehensive, easy-to-use collaboration solution to improve the
productivity and performance of teams and companies of all sizes
● 6,000 customers in 100+ countries rely on Redbooth
● Founded in 2008 with offices in Redwood City, California and Barcelona, Spain
Smarter Businesses powered by Redbooth

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About Me
For the last 10 years I have had a rewarding career helping customers become
successful. I believe in partnering with my customers and delivering a superior
consultative service that leads to a successful deployment of Redbooth’s solution.
What you need to know about me:
1. A “new” mom of two very active babies, Evan (21 months) and Rosalie (7 months)
2. I love listening to baseball games — Go Giants!
3. I own a photography business

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• On-boarding a new hire
• To do lists
• Annual events
• Closing a month
• Press release
When to use task list templates

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• Choose a repeatable process you
would like to use in Redbooth
• Begin building your first task list
template
• Get helpful hints and best practices
from our resources
Next Steps

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• How to guides
• Video Tutorials
• Knowledge Base
• Webinars
• Blog posts and use cases
Resources

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Audrey Vandenbroeck
Customer Success Manager
Redbooth Inc.
e: audrey@redbooth.com
p: 650-720-4601
Start Working Smarter