Econy Implementation Specialist

Plan and deliver an Econy rollout for a team or a client.

What you'll be able to do

• Run discovery
• Configure and migrate
• Train people and prove adoption

Lessons

1. Rollout 1: discovery: Map what the team needs before configuring anything.
2. Rollout 2: configure the workspace: Settings, roles, templates and automations in the right order.
3. Start from a template: Create projects from the gallery or your own templates.
4. Import and export tasks: Move task lists in and out with CSV.
5. Rollout 3: migrate data: Bring history and records across safely.
6. Rollout 4: train people: Train each role with the right material.
7. Rollout 5: check adoption: Close the rollout with evidence.