The Business Overview Template gives your company a place to track initiatives, projects, and internal communications.
Roles
- Human Resources
- Operations
- Administrator
- Manager
Sample Uses
Use this template to:
- See what’s in the company pipeline.
- Share company-wide announcements.
- Provide a resource hub for employees.
How to Use:
Human Resources, Operations, Administrator, or Manager creates a Task that includes relevant information in the appropriate column:
ANNOUNCEMENTS - Share updates and centralize company communications in this column.
RESOURCES - Use this column for assets, files, and how-tos your employees need quick access to.
INITIATIVES - Enter company projects here, including projected timelines and which teams are working on the projects.
The Task creator updates the Task as needed.