Working Intelligently with
Smart Links
In this exercise, trainers and trainees will focus on the importance of establishing good practices when setting up task lists within Presto PDCA. By utilizing the smart link feature directly on the dashboard, users can efficiently link their tasks to various company elements, such as strategic objectives, grouped projects/OKRs, KPIs, clients, vendors, service providers, assets, documents, recurring meetings, products, and IT applications. Taking a few moments to create these intelligent links not only streamlines work flow but also saves significant time later on, making it easier to filter and manage project listings based on these key elements. This proactive approach will enhance organization and accessibility, setting the stage for effective task management.
Creating Smart Links Step-by-Step Guide
You can link company elements (e.g. clients, assets, strategies, etc.) to projects. Here's how!
1. Click here to link a project to an asset(s)
2. Click here to view all assets in your span of control
3. Choose asset and drag into linked container
4. Congratulations! Link successfully created
5. Click here to link a project to a document(s)
6. Click here to link a project to a KPI(s)
7. Click here to link a project to a client(s)
Congratulations! You have finished this exercise
Bonus Video
Leveraging Smart Links For Client Management
In this 1-minute video, discover how to effectively create a smart link to connect a project with a client, enabling you to effortlessly filter your open projects report by client on the dashboard. This powerful feature enhances client management and visibility, making it easier to track progress and manage resources effectively.