3 Tools to Organize Your Workflow

Do you ever wake up and start counting all the tasks on your to-do list for the day? 

Your shower is interrupted by “oh, I can’t forget this” or “I have to call them back”. Then, when your workday starts, you are distracted by a full inbox, and a list of to-dos carried over from the previous day.

Not the best way to start your morning.

This is where I come in with a list of tools that will help streamline your workflow and allow you to reclaim your mornings. These tools are easy to implement, scale as your business grows, and are designed to fulfill our common goal: to increase efficiency. 

Asana

Asana is a project management application that works for teams of every size. There is an extensive library of templates to choose from when starting your first project, with categories for teams of every kind: sales, product, marketing, finance, and more!

Asana tool allows you to set due dates, assign tasks, and create custom tags for your to-dos. This allows your team to readily see task status and project deadlines without pinging you directly for answers.

At its most basic, Asana is a central location to host all your tasks, so you aren’t stuck looking through multiple emails or notes for your action items after your team’s morning standup.

Calendly

There’s nothing worse than messaging back and forth for days to find a common time to meet with a client or team member. Calendly turns this interaction into a single email, saving you time and ensuring you are never double-booked.

With Calendly, you can create an interactive calendar that others can use to book meetings with you. This tool integrates with your digital calendar(s) to find free time blocks and hide times during which you are unavailable.

Calendly also allows you to time-block your weeks by choosing your availability. Do you want to make Thursday a no-meetings day? Do you prefer to have meetings before 4 pm? You can make this a reality using Calendly.

Zapier

What if you could cut the repetitive tasks from your workflow while improving communication, efficiency, and productivity? As it turns out, you can “zap” those tasks right out of your life.

Zapier workflows (or “zaps”) can perform a multitude of tasks:

• Send leads from multiple social networks to a single inbox.
• Generate task lists for your team based on client requests.
• Send an email with a booking link after receiving an inquiry.
• Create a Google Doc with your clients’ information straight from an email.

With the first five zaps free, this is a tool worth trying.

Not sure how to get started?

If you aren’t currently opening up a new tab and signing up for these tools, you likely fall into one of these groups:

1. You love efficiency and already use these tools or comparable ones
2. You simply don’t have the time to set up these tools for yourself or your business

If you’re in the second group but want to join the world of seamless workflows, send us a message!

With our experienced strategists and expertise in process optimization, we can create a workflow so seamless that your team’s efficiency will increase, and you will find yourself singing in the shower again.