Send Push E-mails on Behalf of Others
For administrators and personal assistants supporting senior management
Empowering leadership to delegate and lead
Introducing a game-changing feature in Presto PDCA: the ability for Supervisor users to send e-mails on behalf of others. Designed and rigorously tested with one of our largest clients-a global leader with a dynamic senior management team spanning cross-departmental roles-this feature simplifies communication, enhances productivity, and ensures seamless task follow-ups. Whether you're an administrator or a personal assistant, you can now send chaser reminders, status update requests, and other critical communications directly from Presto, acting on behalf of senior leaders who may not be active platform users. This functionality bridges gaps in communication, saves time, and enables managers to stay informed and responsive, all while maintaining a professional and cohesive workflow.
3-Way Governance Program
- 1. Team Leader: Sets-up task lists & assigns to staff members.
- 2. Team Leader: 'Pushes' a system generated e-mail on behalf of his/her supervisor to staff when seeking status updates.
- 3. Staff: Responds providing feedback & status updates in real time via online survey portal
- 4. All Management: Reviews staff feedback, updates platform & takes action.
This new feature streamlines your reporting process, providing a comprehensive overview of your strategic initiatives and how they are progressing across different levels of your organization.
Step 1:
Set-up your task checklist
- 1. Navigate To PDCA Dashboard: Add new activity.
- 2. Create Checklist: This could be for project, a standard process or issue.
- 3. Identify Tasks: Add tasks that need to be completed & due dates
- 4. Assign Responsibilities: Use the RACI matrix to assign tasks to staff.
Team Leaders begin by creating and organizing task lists tailored to their team's work flows. Each task is then assigned to the appropriate staff members within Presto PDCA, ensuring that everyone is aligned with their responsibilities and deadlines.
Step 2:
Request feedback from your team
- 1. Send a 'Push E-mail': Click to send a rich HTML e-mail to your team..
- 2. Choose Platform: Instruct Presto to do your 'heavy lifting'.
- 3. Choose Sender: Choose the person (e.g. Supervisor) from whom the e-mail will be sent by.
- 4. Choose Recipients: Choose all staff members to receive e-mails.
- 5. Request Response: Request status response.
- 6. Add Note: Add a personal note
Request feedback from your team
After setting up your checklist, easily gather updates from your team using the push email feature. From the task list push email pop-up, select the specific team members you want to contact. Customize the email by adding a personal message and tailoring the information included in the automatic email. With just a few clicks, you can send a detailed, rich HTML email directly to the selected staff, ensuring they receive all the necessary information to update their task statuses..
Step 3:
Staff receives e-mail & completes survey
- 1. Receive E-mail: Staff recipients receive Presto-generated e-mail
- 2. Access 2-Way Feedback Hub: Click link to open online survey.
- 3. Update & Submit: Staff update task statuses & submit comments.
Introducing the Task Feedback Hub
The Task Feedback Hub is an intuitive platform that allows staff, vendors, and clients to easily view their assigned tasks, update statuses, and provide comments, all in just a few clicks. Requiring no more than 5 minutes of introductory training, this user-friendly panel streamlines task updates and keeps everyone aligned with your project goals in real time.
Step 4:
Review feedback
- 1. Receive alerts: Manager receives an alert/e-mail when feedback is submitted.
- 2. Review: Manager sees where notes have been received from staff
- 3. Act: Manager acts based on staff feedback received
Need more details?
Manager Job Aid - DOWNLOAD
Staff Job Aid - DOWNLOAD
WEBINAR - 28 AUGUST 2024
In this exclusive webinar, we showcase the groundbreaking task management feature in our Presto PDCA strategy deployment software. Watch as we walk you through a live simulation of managing large-scale projects and tasks with ease, all while empowering team leaders to receive real-time updates from their staff. Featuring a special guest appearance by Binoy Mohan, Managing Director & Partner at Cerulean Infotech, who presents an exclusive offer for Indian-based companies.
Don't miss this opportunity to see our game-changing software in action and learn how it can transform the way you manage your projects and teams.