Implement standards
Posted: Wed Jan 22, 2025 5:07 am
Next, you need to present these standards to the team and create a shared understanding of expectations. Here's how.
Start by holding a kick-off meeting where you explain the reasons for each rule. Use real-life examples to make them more understandable and encourage team members to ask questions.
This helps everyone feel included in the process and reinforces transparency from the start. To work as a team, each member must understand the rules and actively commit to following them.
Once you set standards, be sure to recognize and celebrate those who consistently follow them.
Recognize teams or individuals who excel, such as those who follow communication protocols investors email list or meeting etiquette. For example, if a team consistently follows communication standards, highlight their efforts during a quick team or company-wide meeting.
ClickUp Custom Automation Example
Automate reminders and more with custom ClickUp automations
To ensure that rules are followed, automate whenever possible. With ClickUp Automations with ClickUp, you can set up reminders and actions that are triggered when certain conditions are met. For example, you can create an automation to send reminders 24 hours before a task is due or automatically update a task’s priority when deadlines approach.
If the first draft of a team manual is submitted, you can set up an automation to assign it to the editor for review. This makes compliance easier.
ClickUp Dashboard: Team Rules
Monitor rule compliance and team performance with ClickUp dashboards
Then, track compliance using ClickUp Dashboards .
For example, if you have a rule that all weekly tasks must be completed by Friday, dashboards can show the percentage of tasks completed on time, providing a clear view of how well your team is following through.
Start by holding a kick-off meeting where you explain the reasons for each rule. Use real-life examples to make them more understandable and encourage team members to ask questions.
This helps everyone feel included in the process and reinforces transparency from the start. To work as a team, each member must understand the rules and actively commit to following them.
Once you set standards, be sure to recognize and celebrate those who consistently follow them.
Recognize teams or individuals who excel, such as those who follow communication protocols investors email list or meeting etiquette. For example, if a team consistently follows communication standards, highlight their efforts during a quick team or company-wide meeting.
ClickUp Custom Automation Example
Automate reminders and more with custom ClickUp automations
To ensure that rules are followed, automate whenever possible. With ClickUp Automations with ClickUp, you can set up reminders and actions that are triggered when certain conditions are met. For example, you can create an automation to send reminders 24 hours before a task is due or automatically update a task’s priority when deadlines approach.
If the first draft of a team manual is submitted, you can set up an automation to assign it to the editor for review. This makes compliance easier.
ClickUp Dashboard: Team Rules
Monitor rule compliance and team performance with ClickUp dashboards
Then, track compliance using ClickUp Dashboards .
For example, if you have a rule that all weekly tasks must be completed by Friday, dashboards can show the percentage of tasks completed on time, providing a clear view of how well your team is following through.