In order to create a Project within FranchiseBlast, you need to first create a template so that the same template can be performed in different locations.


Is Your Process or Project Suitable for Projects?

If one of your business processes contains a series of tasks that are repeatable across multiple locations, then it could be a fit for the Projects application within FranchiseBlast. Franchises commonly use the system to manage tasks/milestones related to new store openings. The Projects application is not designed to create follow-up tasks related to an audit, this is done within the audits app. 


Creating a Template


To create a Project, please go to Collaboration > Projects. 

At the top right, please choose the add template button  Please note that if you have any outstanding Projects, it will be listed in this screen.


If the green plus sign is not visible, you do not currently have access to create a Project. 



On the next screen, please choose the Store that you would like to assign the Project to. You will also need to choose the predefined template.


Please do not forget to choose the "Main Event Date".


Uploading Templates

Although you can create and edit Project templates on your own, the FranchiseBlast support team can easily import an Excel, or CSV template for you.

Your Project template should include the following

  1. Each task/milestone related to the process.
  2. What users or department is responsible for each task.
  3. A due date for each task (e.g. 30 weeks prior to target date, 20 weeks prior to target date, etc.).


Inviting People to Projects


Whether it be franchisees, training staff, or franchise coaches, each person involved in the Project needs a FranchiseBlast account.

Invite People. Please email support@franchiseblast.com with the name, email, and department of anyone who needs to setup with a new account.


Reviewing Project Templates

Once we've imported your Project, it is good to review the template to ensure its ready to launch. Here is how to access your project templates:

Go to Collaboration>Projects, then select Templates and chose a project template.  

Once you select a Project, you can change/edit any of the sections or individual steps.


Once your Project templates are set up, you can start launching new Projects in any location that you choose.


Get Started.  Email your current project to support@franchiseblast.com


Need more help?

Feel free to contact support@franchiseblast.com with any questions.