Author Archives: Rowanne Whatley

Why you need to use a task management app in 2018

The days where we would spend hours pondering the simple choice of using a pad of sticky notes or notepad are long gone. Now we’re spoiled for choice with task management apps offering us more than a pen and paper ever could. If you’re wondering what the fuss is all about with task management apps and how you may benefit from using one, then we’re here to give you the low down.

Task management apps help us to stay organized, work efficiently, hit deadlines and communicate with others. But why is 2018 the year to start using a task management app? Read on to discover how a tool like DropTask will help you to achieve a better work-life balance and hit your goals in 2018.

Plus, find out below why this year will be especially exciting for this task management tool…

Balance your work-life

Life can get hectic. If you’re struggling to achieve a healthy work-life balance, you’re not alone. To-do lists may start out effective, but can quickly become messy and outdated. It’s difficult to pool together every priority, from both work and home, without feeling overwhelmed. DropTask makes all of that stuff easy. With features such as a built-in Calendar, DropTask helps you balance all the things that are important to what you do and achieve.

DropTask gives you the option to create an unlimited amount of projects. For example, create a project called ‘Groceries,’ ‘KPI Report’ or even ‘Toby’s Schoolwork’. You can create a project for anything. DropTask’s workspace is infinite, which means no matter how many to-dos you’re currently juggling, they will always have a home.

Assessing priorities helps to identify where your time is best spent. By assigning deadlines to each of your tasks, they’ll automatically schedule in your calendar. Task management tools help us to prioritize and focus on what’s important. And, when the majority of us are trying to work full time, build a social life and work on our goals, we could all do with an app that enhances our organization.

Keep up to date – wherever you are

With more and more organizations allowing their teams to work remotely, it’s more important than ever to stay connected. Task management apps are ideal for remote workers. If you’re a remote worker, you’ll know that it’s not always laptop-on-deck chair type of working, you’ll know that maintaining communication is key. It takes a lot of planning for a remote team to work effectively together, and a task management app like DropTask can help.
DropTask streamlines team communication, ensuring you’re always in the loop and still feel a part of the office wherever you are. In the app, you’re able to Comment and Message team members, so there’s no need to worry about missing out on important information. Instant notifications within the app inform you of any new updates that have been made within any team project.

With remote working on the rise, it’s a fact that the way that teams are working together is dramatically changing. With advancements in technology allowing us to stay connected 24/7, we’re able to respond, like, share or comment from our chosen location. The same goes for projects in DropTask. With online and offline capabilities, you’re able to update the progress of shared projects with the tap of a button. Even when a project crosses the finish line, you’ll be able to share a sense of team accomplishment in knowing that you helped get the project across the finish line, together.

Track your goals

According to studies, 92% of people who set goals in the new year never actually achieve them. This shocking statistic proves now more than ever we need task management apps to help us track, manage and achieve our goals. That’s where DropTask comes in. DropTask provides you with a clean slate where you can jot down your goals and achieve them. Writing down your goals is important. Why? It motivates you to take action and enables you to see what you need to work towards.

By defining steps you need to take, you’ll be able to reach your goals at a faster pace. Assign yourself to your goal in DropTask by dragging and dropping your picture onto the vibrant circle. Once you’re assigned to it, it’s time to take action. When you get to work, slide the Progress Bar along to show you’re on the road to completion. This will give you a boost of motivation to keep on moving forward. A quick check of your DropTask Canvas will give you a clear overview of your progress and next steps, keeping you on track to achieve this year’s goals.

For us, 2018 is going to be an exciting year. Over the years, we’ve gained incredible insight into the way teams and individuals work all around the world. We know that the modern workplace is changing and we are ready to evolve with it. We’re looking forward to an exciting year of new feature releases that will help you work smarter than ever, wherever you are and whatever you do. We know you’re going to love them. Stay up to date with all of our plans for the year over on on social channels @droptask. You won’t want to miss a thing…

If you’re struggling to get things done, then make 2018 the year you start using DropTask. Enjoy a growing list of powerful features that enhance the way you get things done. DropTask will help you to work efficiently, streamline team collaboration and keep you on track to achieve your goals.

Sign up to our visual task management app, DropTask for FREE today.

DropTask’s guide to a prosperous 2018

To successfully kick off a productive new year, it’s important to set aside time to reflect on what we want to achieve and how we want to get there. Remember those goals from last year? Did you get all of the stuff done that you wanted to? Or, did you spend the first six months of the year struggling with priorities, unable to track progress and falling behind?

Dreaming up goals without efficient deadlines, zero urgency or forgetting to invite colleagues to lend a hand along the way will result in a lack of real progress. Make this year one to remember by ticking off those all important milestones and reaching your longstanding goals.

Use task management app DropTask to power up your productivity for the whole of this year. Take a look at our guide to a productive and prosperous 2018 below. Plus, get your hands on 1 year free of DropTask for Business in our exclusive offer.*

Don’t waste crucial time

As the saying goes, ‘new year, new start’. What better way to get started on your New Year’s resolutions than at the very beginning of January? Jot down your goals in a safe place like DropTask. Use the app’s blank Canvas to arrange your goals into corresponding Categories that help link similar themes with one another. By segmenting your goals into different categories, they’ll be grouped together and will look a lot less daunting to start on.

With your goals laid out in front of you, assign Start and Due Dates to them. Assign dates based on priorities and balance your workload throughout the year. Plus, when dates are fixed, they’ll be automatically scheduled in your Calendar to ensure that no goal is forgotten.

Target where your effort is going to

We all feel fired-up to get to work on our goals and resolutions at the start of the year. But, by the time February comes around, we can lose motivation and feel overwhelmed by the tasks ahead of us. Make sure you maintain motivation by working efficiently with colleagues. Ask for a helping hand by Assigning Tasks to individuals who have strengths in those areas. Delegating effectively allows you to target your energy and effort more efficiently. Work together to reach your goals faster and share a sense of achievement when you get there.

And if you’re looking for ways to give your team a little boost of motivation, use the Comments and Messaging feature to drop a colleague a thank you message to show that you’re grateful for their commitment.

Keep on track throughout the year

As you’re making progress on your goals, it’s vital that you have a clear view of everything that you’ve accomplished so far. Keep track each step of the way by updating the Progress Percentage Bar. A simple slide of the progress percentage bar will provide you with an at-a-glance understanding of what’s making progress and what needs more focus. Plus, this will act as a motivator as it clearly indicates the percentage that you’ve got left to go.

When you’ve finished working and are ready to celebrate your achievements, click the ‘tick’ button to transport your goal into the Completed Tasks View. This view is a great way to scan through your accomplishments. Arrange by day, week or month, and get an instant boost of motivation as it shows you how far you’ve come. You are sure to feel encouraged to continue smashing your remaining goals for 2018.

Achieve your goals today. Sign up to task management app DropTask for free.

What resolutions do you have for the new year? Let us know in the comments, we’d love to hear them.

What would you like to achieve next year?

With 2017 coming to a steady close, now is usually the time when we think about what we’ve achieved and what we didn’t throughout the past twelve months. Did you hit that end of year sales target? Did you finally get that long-awaited promotion? If the answer is no, then now is the time to think of the reasons why. Was it a case of, “I’ll start tomorrow”? Or, simply a fear of failure? Whatever the reason, DropTask can help to not make this a repeat occurrence.

For our last blog of 2017, we’ve rounded up our top 3 tips for how to step into 2018 with a positive and can-do attitude, to ensure that your goals stay your priority for the coming year. Take a look below to see how DropTask can help you achieve your goals early and make 2018 a year to remember.

Ask yourself what’s important? Then get to work

What would you like to achieve this year? Pour all of your goals and aspirations for the new year onto the interactive Canvas. We recommend starting a new, blank project to ensure that your goals are placed within a personal project. Title the project ‘My Goals for 2018’. This will allow you to solely focus on your tasks for the upcoming year, and keep all important information in one place.

When your goals have been added to the Canvas, group them together by using Categories and Assign yourself to them. That way you’ll create clear definition and hierarchy within your project, while at the same time knowing exactly what your main priorities are for the new year. Did you know that when you have a physical record of your goals, you’re more likely to achieve them? Dr. Gail Matthews, a psychology professor at the Dominican University California, studied the science behind goal setting. Matthews’ studies found that individuals are significantly more committed to reaching their goals when they’re recorded.

Create small milestones and start ticking them off

So, now that all of your goals have been turned into actionable tasks on the Canvas, it’s time to start breaking them down. The majority of your goals will be long-term endeavours. With this in mind, use Checklists to break each goal down into smaller milestones that you can start working towards. For example, a goal of yours may be called ‘Promotion’. Within this goal, checklist items may be ‘Complete employee handbook’, ‘Secure an excellent review’, and so on. Smaller milestones will help you to stay on track with your end goal.

Once you’ve started to make progress towards achieving your goal, use the Progress Percentage Bar to mark how far you’ve come. The visual indicator is shown on the outside of the task circle and will help you to view progress at a single glance, encouraging you to push forward to the next stage of your goal.

Keep yourself motivated to reach that end goal

We’ve all experienced that feeling of not having enough energy to see our goal through to the very end. In 2018, let’s make this a thing of the past. If you feel as though you’re not making progress, be sure to assign Due Dates to your goals. Believe it or not, having clear and tight deadlines encourage us to work harder by adding a little more urgency to tasks that we need to complete.

If you’re worried about your schedule for the new year, or any unexpected tasks that may pop-up, there’s no need to stress. DropTask’s built-in Calendar ensures that all tasks across all projects are prioritized in accordance to their start or due date. With deadlines assigned to your goal, you’ll be more motivated than ever to work towards deadlines, rather than letting them slip through the cracks like previous years.

With DropTask, you’ll have everything that you need to achieve your goals in the #NewYear. Do you have any goals that you have lined up for 2018? Let us know in the comments below!

Got deadlines? We’ve got it covered

When we plan to meet deadlines we imagine the best-case scenario; involving no hiccups or bumps along the way. But the reality is, deadlines often get missed and before you know it, you’re already two steps behind on next week’s work.

At DropTask, we want to eliminate the risk of missing important deadlines. We’ve made note of just some of the ways that DropTask can help you to plan, manage and achieve anything that you put your mind to. Don’t believe us? See for yourself below.

Plan thoroughly

Imagine this. You’ve just arrived at work and before you’ve even had a chance to sit down, your manager has unexpectedly thrown you a bundle of urgent deadlines to meet. Already juggling your current workload, the thought of adding more tasks into the mix, seems almost impossible. First things first – don’t panic. We suggest making each deadline a task in DropTask to make getting your head around your impending work that little bit easier. And the best thing about tasks? Creating them is simple.

    • Tasks are a great way to identify the steps you need to take. We suggest doing this so you know exactly what you need to work on. Click here to turn your deadlines into tasks.

Now you’ve made a visual note of everything you need to do, the next stage is making each task more desirable to tackle. Next up are Checklists:

  • Checklists allow you to break down the original tasks that you’ve created. For example, if one task is particularly tricky, you’ll be able to define the individual steps you’ll need to take to complete the overall task. This feature is a great way for you to limit the chances of overwhelm and let’s face it, we’ve all been there.

Ready to break it down? Learn more about Checklists here.

Manage accordingly

So now that you’ve jotted down your action steps for the coming weeks, it’s time to cement those deadlines in place. We suggest selecting a date before the actual deadline is due. Confused? Don’t worry, we’re here to give you the low-down.

Welcome to ‘self-imposed deadlines‘. If you’re unfamiliar with this method, self-imposed deadlines simply encourage you to work harder. By setting them days or even weeks before a deadline is due, you’ll give yourself extra time to perfect those finishing touches.

Set and manage these deadlines by assigning Due Dates to tasks. Once Due Dates have been set in place they’ll automatically be slotted into the built-in Calendar, carefully displaying your schedule for the coming weeks and months ahead, helping you to remain on track to meet all of those deadlines.

(Top tip: Want to rearrange a date? Simply drag and drop your task into its new date and let DropTask rejig your schedule accordingly.)

Achieve consistently

Last, but certainly not least, is achieve. You’ve planned your steps and created a personal Calendar, now all that’s left is to meet those deadlines.

From the very start of creating your tasks, to sliding the Progress bar to 100% complete; DropTask is there to help you work more efficiently towards reaching that end goal. With its unique capabilities helping to boost performance and maximize your potential, you’ll never miss a deadline again. Now, you’ll be able to keep track of everything (including the important details) all in one, organized workspace.

Never miss a deadline again with DropTask. Sign up today – it’s free.

Avoid speed bumps on the road to project completion

Within every type of project, whether you’re working alone or as part of a team, there are dependencies that effect how fast it progresses. And while completing all steps are vital in making a project a success, miscommunication between team members and being ill-informed of key information can impact accountability, and the execution of the overall project.

To avoid this from happening, we’ve made note of how to limit the possibility of project failure to ensure you always remain on an uphill cycle.

Establish everyone’s direction

While it’s important to work on the tasks that you’re Assigned to, stepping back to look at the bigger picture allows you to see previous actions that have been taken and the remaining tasks left to complete. But not being aware of your contribution towards the project’s overall completion can sometimes stall progress for other team members, and their ability to begin their own work. In DropTask use the Canvas view to envision the aim of the project and get that big picture view. With each step clearly defined as task circles, you’ll be able to gain a visual perspective of the entirety of the project, and identify which actions you need to take.

Another simple but highly effective way to ensure team members are informed of the impact their tasks have on other members’ work, is to encourage others to update one another on the Progress of their task. With a performance indicator displayed on the task circle, you’ll be able let others know how much longer the task will take. And if you’re still curious on the status of a task, drop the team member a direct Message to ensure you’re always informed of key developments within the project.

Avoid a pile-up

The definition of backlog is – ‘the accumulation of uncompleted work needing to be dealt with‘. Ring a bell? Perhaps it’s emails that need to be followed up, forms waiting to be filled in or feedback that needs reviewing, avoiding tasks that lack excitement are normally the ones that delay other work from starting.

Stopping and stalling a project is inevitable. However, if this is a frequent occurrence during all stages within your project, then it’s time for a change. Think about all of those instances you’ve wasted locating miscellaneous to-do’s and what you could have achieved if you’d kept everything together. It would be pretty great, right? With DropTask, there’s no need to worry about the misplacement of documents, dates or reminders of important actions that you need to take, because DropTask’s got it covered. Attach Files to tasks that you’ll need to recall, and assign Due Dates to ensure you’re aware of upcoming deadlines. And if this isn’t enough, add Reminders to prompt you on actions that you need to take (and ones that you’re likely to forget about). With everything you need in one convenient workspace, your projects will be completed more efficiently and effectively, without the backlog.

Buckle yourself in until the end

Without the willingness to help push the project towards the finish line, tasks will not be executed to a high standard, resulting in work needing to be revisited later down the line. In a 2014 survey conducted by Salary.com, 69% of employees admitted to wasting a substantial amount of time at work and letting urgent work slip to the bottom of the pile. Avoid this from happening by becoming more committed, and use your own initiative to utilize your time on something more productive.

Keep moving forward and begin by editing your workspace to indicate to others what you’re working on. Use Dependency arrows to draw links to connecting tasks together, so others (you too) will remain informed of the order of the tasks that you’re going to complete. With focused and visual order displayed within your project, it will give others a gentle nudge of the timescales of their upcoming work.

If you’re facing difficulty with an unusually large task, why not make use of Checklists to break the task down into separate actions. Plus, with the number of checklist items appearing on the task circle, your progress will be instantly visible for those within your project. An employee who is proactive with their time recognizes when responsibility is needed. Don’t be the weak link in the team. Take charge of your work and utilize the time you’ve been granted to increase your accountability, and to remain focused on producing consistent results.

To learn more, sign up for free at www.droptask.com/signup

 

Rally your team together this 4th July

We’ve all had to work with others at some point in our lives in order to get things done. Whether it’s working towards a strict deadline or organizing a big event, we often rely on fellow team members to help us get over that final hurdle, and they’re often the ones who we’re celebrating with when we cross the finish line. And while some prefer working on their own, many of us can’t imagine facing everyday workplace challenges without a supportive team behind us.

Rally your team together this 4th July and create the best team on the block with our top tips below.

Boost morale – a ‘good job’ goes a long way

Being thankful for hard work and celebrating small successes can sometimes get pushed aside by other pressing deadlines. Recognition of your team’s hard work not only allows you to express gratitude for their efforts, but also encourages employees to strive for greater results with a clear understanding of what behaviors and outcomes your organization values.

Share praise by Commenting on a specific job well done, and get the team geared up for the next phase of the project. With the ‘@’ symbol you can mention team members in a comment to thank them for their hard work.

Oversee, don’t micromanage

Employee autonomy limits the need for constant direction from managers and CEO’s. However, in a 2013 survey conducted by Stanford University focusing on executive coaching, 35% of coaches admitted that delegating work is something that they need to work on. And even when managers do delegate responsibility, they fall into the trap of micro managing the rest of their team, resulting in employees performing at a lower level (as found in a recent study).

Instead of feeling like you have to constantly look over your team’s shoulder, take a step back to show that you trust them to perform at a high standard. By granting the team a little authority, they’ll have the freedom to work together to get things done. After Delegating responsibilities, you can gently oversee project developments by looking at the ‘Active’ projects from within the Project Browser. Here, you’ll be able to view what’s in Progress, what’s been Completed, and areas that require your attention. With indicators displaying the status of the overall project, you’ll be able to keep track of project developments at a glance.

Define deadlines

Strategic deadlines push the team forward towards the desired end goal. Set specific task Due Dates to inform everyone of the activities and timescale required for the project’s successful completion.

How do you motivate your team to get things done? Let us know in the comments below.

How DropTask takes center stage at the ‘Zebra Financial’ offices

Frank Xiriha, Managing Director of Mortgage Brokering Company ‘Zebra Financial’, was looking to build a more productive and efficient process for the internal day-to-day operations within his company. With up to 8 stages that client files must progress through before completion, performing duties and keeping on track of status proved to be an issue for Frank and his team, until he found DropTask. By eliminating the hurdles, DropTask provided the team with a complete oversight of the entire business and the processes within it.

‘Prior to finding DropTask, we were searching for a tool that gave us that ‘big picture overview’. This search was not only time consuming but it also turned into a repetitive and boring task.

‘DropTask is now a vital part of our day-to-day operations’

Being an ‘outside the box’ thinker, I made it my personal mission to explore new ways to solve our problem of keeping track of each stage of sale process, while at the same time ensuring that when we found the right solution, it would be an easy transition for the team. After what seemed like forever sifting through various task management platforms, one of the most intuitive and visually pleasing was DropTask. The visuals that I was presented with from the very beginning was a welcoming first impression, and was fun and friendly to work with.

Before making the decision to move to DropTask, we had various methods of tracking our day-to-day processes. Among these methods were spreadsheet software, markerboards and filing cabinets; all proving to be ineffective, overly complex, and required a huge amount of effort to maintain. But with DropTask, staying on track has never been so easy.

Our usual way of managing projects was by using an old fashioned markerboard, but we’ve since upgraded our projects to a 65″ TV which now takes center stage in the middle of our office.

One of the key features we use to manage and oversee stages within projects is the Workflow View. The Workflow View replicates the way we used to try and manage stages on the markerboard, except now we’ve spared ourselves the time of rubbing and re-writing names on the board. The Workflow is easy for the team to use, and has proven to be a seamless transition for us all.

The team LOVE DropTask and the fact it gives them the ability to update tasks even when they are away from the office. The app’s online and offline capabilities and availability on different devices means that work is easily accessible, even outside of traditional working hours. This proved to be the most substantial ability that the app provides, as it guarantees effective collaboration between a range of employees; whether they’re working in the office or remotely.

Going digital with our daily processes has been the best decision that we’ve ever made. To monitor our processes, we create a task to represent each client deal that’s in progress. As the task moves through its own process, in the Workflow view we drag and drop the bubble into its corresponding vertical swimlane. This makes each stage instantly identifiable, and makes knowing what’s in progress and what’s completed visible at a single glance.

The fact that DropTask is overall visually pleasing and user friendly was the main reason why I made the decision to introduce it to my business. The ability to Assign Tasks to members of the team and allocate them to a particular file by simply adding their Avatar image onto a task is useful to the whole team. Everyone not only knows who’s assigned to which task, but with their avatar image displayed on the task circle it reminds them that they’re responsible to complete it. I can’t remember a time without DropTask as it’s now an integral part of our day and how we get work into its completed stage.’

Already a DropTask user? Share your story with us at contact@droptask.com for your chance to be featured in a future post!

Streamline your workflow and keep everything in one place

In the busyness of 21st century living, the amount of information that we absorb can often be overwhelming. We all have important documents that we can’t afford to lose, and with a safe place to keep that file and another folder to keep those important forms, even when we think we’re on top of our workload, things still get misplaced. When we’re trying our very best to stay afloat, we’re drowning in emails, messages from team members and updating client notes, all while jumping between different apps and devices, resulting in wasted time as well as frustration.

At DropTask, we’re on a mission to make it easy to stay on track. See just the few ways you can minimize the risk of losing important information below, and gain a central hub for ideas, notes and attachments while feeling at ease, knowing that everything you could ever need is in one place.





Connect seamlessly

We all have our go-to tools that we rely on to remind us of actions we need to take, and the truth is there are some tools we just can’t live without. But sometimes when we have so many applications that we have to update, it can become a chore in itself trying to locate specific information. Spare the worry of jumping between applications and instead, connect DropTask with the tools you use everyday. With a long list of Integrations on hand, you’ll be able to effortlessly intertwine DropTask with your favorite services. Now, you can sync your Google Calendar with DropTask to ensure you’re informed of all of life’s events, import notes from Evernote to turn them into actionable tasks and upload Google Drive files to your projects, giving you the flexibility to manage work and mark progress from wherever you are.





Manage without email

It’s hard to believe that at some point we went through our day-to-day lives without email. In 2014, over 100 billion emails were sent and received every day, so it’s no wonder that we spend most of our days chasing numerous email threads, resulting in low productivity and missed information. With a constant stream of instant notifications, many of us find it difficult to stay on top of our overflowing inbox. With these shocking statistics, business leaders, managers and team leaders are looking to limit the amount of time employees spend in their inboxes, with the aim of increasing employee productivity at work and to prevent wasted time.

I’m going to be bold – if your excuse is that the only way you can receive updates from team members and review the status of a project is via email, then you’re doing it all wrong. With DropTask, you’re be able to manage everything without the need for long and messy email threads. Simply Invite members into a project that you’d like to collaborate on and use your project as a workspace to hold, share and manage key information. If you need an update on the development of a task, step away from the inbox and use the ‘@’ symbol to mention the team member in a Message. Maintaining an effective flow of internal communication between team members will increase company coordination, as everyone will be informed of the common goal that they’re required to work towards, outside of their inbox.





Update from anywhere, at anytime

The way we use technology is dramatically changing while at home and at work. These days, you’ll find a laptop, a smartphone and a tablet at each one of our desks, and we often move between these devices in order to complete one activity after the next. However tech savvy this may seem, more often than not, each device holds different information and restricts us from creating a seamless workflow during our day. If your preferred way of working is using your phone on the commute, the interactive whiteboard for meetings, and the iPad for jotting down notes, then take advantage of DropTask’s portability to ensure you’re always prepared. Available on a wide range of devices with online and offline capabilities, you’ll be able to stay connected and up to date at all times.

Even if you alternate between a Mac in the morning and a Windows desktop in the afternoon, DropTask will provide you with a central hub to capture your notes and recall information at anytime, from any device, making the everyday ‘impossible‘ workload a total breeze.

Keep everything you need together in DropTask. Sign up for free today at www.droptask.com/signup.

Why important details never get missed for CRM team member, Katherine Flores

As a member of the Customer Relationship Management team for Telecommunications and Cyber Security company ‘VPNet Inc’, Katherine Flores was looking for a task management system that wasn’t ‘stiff’ or ‘boxy’, like others she’d tried. Going against workspace norms, Katherine moved away from the company’s traditional way of managing tasks, in the hopes of finding a tool that looked and worked in the way she wanted it to. Drawn to its visual nature, Katherine found DropTask’s intuitive way of managing tasks intriguing, and her and the rest of the team have been hooked ever since.



ui
‘While other applications I’ve worked with in the past give you never-ending lists, DropTask’s alternative way of displaying information provides me with an eye-catching view of all the work I need to complete. The app’s UI is a pretty big selling point and was something that I was drawn to right from the beginning, as DropTask allows me to break things down as far as I want to without losing the big picture overview. I can’t emphasize enough how simple the tool is to use. Whenever a new employee is added to the company, all I have to do is introduce them to the application and the rest is self-explanatory. You simply log in and can instantly begin updating your projects, it really is that straightforward.

templates
While working at ‘VPNet Inc.’, DropTask has kept me on top of all the roles I’ve ever had. One of the things I do on a daily basis are portabilities. This task requires transferring a client’s number from their current provider, to ours. This process has various steps that are always the same. To save time, I have created a Template Project called ‘Portabilities’ that includes various Categories (phases) the client will go through, and within these categories I have tasks that include all of the necessary steps to complete the port.

reminders
If I’m at a step that requires an answer or document on behalf of the client, I set Reminders to follow-up if we haven’t received anything after a certain amount of days. With my self-proclaimed horrible memory, reminders are a necessity. If things seem to be at a stall, I can Invite Members to the project and Assign a sales representative to the task and have them follow-up with the client. In addition to this, if any forms are missing, I can Attach Files directly to the task for easy access for other members.

Our projects are completed in stages and this is done effortlessly with the use of DropTask, as we have everything we need in one place. Like most companies, various departments are involved in accomplishing an end goal. Being able to run all of these steps and procedures through DropTask is a huge advantage, specifically when it comes to communication. Without DropTask, one step can easily become a huge email thread that goes back and forth and by the end of it, no action has taken place. DropTask gives us a way to determine an owner for each action, a way to follow-up on this person and an easy way to view updates. Something that may have stalled for days – or even weeks, is now being completed in less than a week.

completed_tasks
DropTask has given me a much more visual platform with its simple and effective UI system, which I have failed to find in other competitor tools. Now, I can literally make my tasks disappear when they’re completed. There’s a much greater sense of accomplishment for me when I see my Completed Tasks just ‘poof’ away. I think a lot of people underestimate that effect. There’s so many more details and options for me to organize myself and prioritize my work. Details that may have been lost throughout are now visible and easily found within the Comments of a task. And as a team we’ve gained so much more valuable working time, as we’re no longer trying to contact employees to find out a piece of information, because now it’s simply found within the task. ‘

Already a DropTask user? Share your story with us at contact@droptask.com for your chance to be featured in a future post!

Planning your week like an Entrepreneur

Entrepreneur week

When an entrepreneur takes the jump from employee to leader, it can be a challenge to assess main priorities for the week. If you consider yourself as an ‘entrepreneur’, or someone who likes to leverage opportunities, then you’ve probably had to take a few risks in your time. But sometimes, these risks come with obstacles that result from poor planning and lack of structure to our business model, which can have a severe impact on success rates.

Limit the risk of business failure with DropTask for Business, by following our top tips below.

MondayGenerate ideas and get inspired

Get Inspired

At the heart of any successful business is a great idea. Use your fuel at the beginning of the week to think of new ways to improve your business model, or better yet, create a new one. Use the inspiration you gained from the weekend to try something new, and brainstorm all of the possible avenues that you could explore by using the iMindMap 10 to DropTask integration. Develop your idea by thinking of its potential flaws, target market, required budget and what’s needed to make it standout from the crowd. Then, when you’re ready to get to work, transport it into DropTask to turn your idea into a reality. Brainstorming first thing on a Monday morning can have its perks; not only gearing you up for a productive few days ahead, but allowing you to explore new ways to enhance your innovative idea.

Tuesday Delegate your time

Set Reminders

No matter who you are and what you do, countless emails will still find their way to your inbox. Whether it’s an invitation for a networking event or a request to follow-up, these emails need to be answered if you want to connect and spread the word about your newest venture. Instead of spending countless hours buried in your inbox, delegate your time by setting Reminders to tasks, and receive prompts for specific times of the day to address unanswered emails. By separating your day into segments, you’ll be surprised by how much work you’ll get done. If an email requires more than just a response, Email Tasks In to turn it into something that you can action. With the email now embedded within your DropTask project and surrounded by other tasks, you’ll have a visual reminder of something that you need to do.

WednesdayPlan accordingly

Calendar view

As a leader of a business, an entrepreneur needs to be productive in order to set a precedent. To remain up to date with priorities and approaching deadlines, assign Start and Due Dates so you’re aware of what’s in the pipeline. The likelihood of a pitch being rearranged or a business meeting getting cancelled is inevitable. If this happens, simply rejig your schedule by dragging and dropping tasks or events into the newly scheduled date. With the built-in Calendar you have the flexibility to easily shift priorities so you can leverage every opportunity that comes your way.

ThursdayFocus

Importance flags

The danger of being an entrepreneur and living in a world where we have the ability to be on call 24/7 can defer us from getting valuable work done, meaning our important work remains untouched. Prioritize must-do tasks by assigning Importance Flags that will be instantly identifiable on your workspace. To avoid getting distracted by other intriguing work, focus your concentration by Collapsing Task Categories to hide work that doesn’t require your immediate attention. And if you do have a spare hour towards the end of the day to explore something new, expand your Collapsed Categories to reveal the tasks that you’ve been looking forward to getting stuck into – after all, you’ve worked hard all day.

FridayAssess your progress

Completed task

Whether you’re determining where you are now to where you thought you’d be, or, visualizing your goal for the next 5 years; assessing progress is essential to any entrepreneur’s development. Reflect on what you’ve accomplished by glancing at your Completed Tasks. This view will allow you to review trends and patterns to identify which months were more successful than others, and how much of it contributes to the particular activities you were carrying out. If tasks such as proposals or reports need a few adjustments before they’re ready to be pitched, simply transport them back into your project and make a Checklist to revisit specific areas that you need to develop in order to reach that desired end goal.

How do you use DropTask as a daily task manager? Let us know in the comments below!