Interview your best managers and agree on critical processes to digitise
Create checklists and forms, or pick from our template library
Map out an average week and schedule tasks for the right time
Decide on handheld devices - tablets or phones
Invite users to sites, each of which has its own list of tasks
Split tasks further into departments using tags & filters
Run a short pilot to shape new habits around critical actions
Review, improve and rollout - all the training is within the app
Gradually add more actions from across the business
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