Project Management Sheets

Streamlined Project Management Made Simple

Tailored Template Project Sheets

Customizable and Efficient Planning Tools Build a customized project sheet for any project, whether large or small. This tool is particularly effective for structured tasks, such as new store opening checklists. Simply enter your start date and watch as the sheet automatically calculates your timeline, ensuring that each step is optimally timed for maximum efficiency.

Smart Automation and Collaboration

Automated Reminders and Seamless Integration Eliminate missed deadlines with automated reminders for all participants, tailored specifically to each task. This feature enhances collaboration by seamlessly integrating franchisees into the project management process, fostering a cohesive and coordinated effort.

Enhanced Functionality

Robust Tool with Advanced Capabilities Our tool supports the integration of files, pictures, hyperlinks, and custom forms directly within your project sheet. It offers detailed management reporting that provides deeper insights into project progress and outcomes. This functionality is designed specifically for franchisors looking to replace traditional pen-and-paper methods with a scalable, digital solution that meets the dynamic needs of their business.
Create Your Template Once

Customizable Task Template Creation


Efficient Task Scheduling and Management

Build your project template by setting specific tasks, similar to scheduling on any calendar. Define start and stop dates, and set up reminders to ensure timely execution. This feature allows for meticulous planning and organization of each task.

Comprehensive Task Detailing


Inclusive Task Components

For each task, you can specify participants, along with any necessary items that need to be included in the task for completion. Enhance task descriptions by adding notes directly within the task for added convenience. You can also include files, pictures, and hyperlinks to provide comprehensive resources related to each task.

Task Duration and Ownership Assignment


Strategic Planning and Accountability

Once you layout the plan, assign the number of days you want to allow for each task to keep your franchisee on track with the planned timeline. Additionally, assign task ownership, whether to a franchisee or a member of the corporate team, to clarify responsibilities and foster accountability.
New Store Project Management Sheet

Comprehensive Project Management (PM) Sheet Overview


Rich Information Display

The PM Sheet holds a wealth of information right at the top, providing immediate access to essential details. It identifies which PM Sheet it is, the specific location (with an active link for easy access), and includes a progress bar and timeline for quick visual assessment of the project's status.

Project Ownership and Status Tracking


Clear Accountability and Progress Updates

The completion status and owners of the project are prominently displayed, ensuring clear accountability and real-time updates on progress. The sheet also houses all attachments relevant to the project, keeping all necessary documentation in one accessible place.

Dynamic Dashboard Integration and Communication Automation


Enhanced Team Visibility and Automated Notifications

The PM Sheet can be pinned to your dashboard, making it visible to everyone on the team it has been shared with. This enhances team awareness and collaboration. Moreover, you can automate emails based on a variety of workflow triggers or conditions, streamlining communication and ensuring timely updates.

Completed Tasks on PM Sheet

Project Management (PM) Sheet Detailed View


Task-Specific Information

Experience a comprehensive view of the PM Sheet where you can see each specific task along with your notes. This layout ensures that every detail needed for task completion is readily accessible and easy to manage.

Task Ownership and Collaborative Review


Enhanced Team and Franchisee Collaboration

Identify and review the owners of each task. Collaborate effortlessly on notes regarding any topic with your franchisee, fostering an environment of open communication and shared responsibility.

Flexible Scheduling and Dynamic Adjustments


Adaptive Project Timelines

Remember that you can adjust task dates as needed in response to any project delays. The system is designed to automatically recalculate the projected open date based on these changes, ensuring that your project timeline remains accurate and achievable.
Report by Section

System Openings Overview


At-a-Glance Project Tracking

This feature provides an excellent view of your system openings, offering a quick snapshot of current progress and any areas where you are running behind. It's an efficient way to oversee multiple openings simultaneously and identify any delays.

Efficiency Optimization and Royalty Growth


Proactive Stall Identification and Mitigation

By consistently monitoring your system's performance and identifying stalls early, you can significantly reduce the days needed to open new locations. This proactive approach not only streamlines operations but also accelerates the growth of your royalty stream by ensuring that new units become revenue-generating more quickly.
Live desktop version preview | Limited functionality