The Preparation category within league play helps to gamify your team’s scheduling and planning workflows on Outfield. As you and your team create calendar events and tasks, points will be added to their overall League Play score. As an administrator, you can determine how many points your team members receive for doing various Preparation actions.
Below is a summary of the Preparation Actions and how you can leverage them into positive outcomes for your team!
Preparation Actions Explained:
Calendar event: note length bonus (1k+ char) - Bonus points awarded when a user on your team creates a calendar event with notes that exceed 1000 characters.
Calendar Event: Planned - Earned when a user on your team creates a calendar event
Calendar Event: Recurring Created - Earned when a user on your team creates a recurring calendar event
Calendar Event: with notes bonus - Bonus points awarded when a user on your team includes notes on their planned calendar event
Task: Planned: - Earned when a user on your team creates a task or is assigned a task
Leveraging “Preparation” for better utilization.
The Preparation category within Outfield can be used to encourage the scheduling of events and tasks with customers and accounts. The more events and tasks that someone makes, the more points they receive. By utilizing both Calendar and Tasks, your team can have their whole day planned out, reducing stress and scheduling conflicts. If you see that your team is not scheduling events or creating tasks and it's leading to disorganization or other issues, then try increasing the amount of points they receive for doing the desired actions and run a contest around it. You may be surprised by the changes you see in your team's preparation habits, especially if there is a reward given to those who succeed.