Tag Archives: Workflow

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!

How full-stack marketer, Gerald Froehlich, created a simple and seamless workflow

Case Study GF Having worked in marketing for over 25 years, Gerald Froehlich was in search of a tool that could combine all of the different aspects of his work into one task management system. After trying out multiple project management and tasking tools during his lengthy career, Gerald’s approach was different to others in his sector. Searching for a tool that offered creativity, visualization, integration and a seamless flow, Gerald was relieved when he came across DropTask, as he had found an app that worked exactly in the way that he wanted it to.

‘As a Full-Stack Marketer and the Director of Froehlich Kreatives Marketing, I advise, accompany, and inspire entrepreneurs in marketing and communications. Having stood by essential keywords in marketing throughout the duration of my career, e.g. ‘understandable’, ‘ordered’ and ‘well structured’, I’d been unable to translate this method of planning into any task management tool that I’d come across. Even back in the mid-90’s when I first began transferring all of my project management approaches onto the computer (and I think you’ll agree, those times were tough), I always wanted my tasks to be displayed and managed in an intuitive and engaging way. And after trialing almost every task management tool on the market, my hopes of finding a tool that worked the way my mind did was slim, but I didn’t give up – and I’m so glad I didn’t. After a long road I came across DropTask, which provided me with a creative space and a clear way of managing key information in a way that worked for me.

workflow

‘I gained a seamless workflow experience’


I use DropTask in a very simple way, as it’s so easy to use from the beginning right through until the project’s completion. As DropTask is used solely for my work needs, I’ve been able to say goodbye to wasteful hours spent buried in my inbox because I can manage all of my incoming and outgoing work in DropTask for Business. I do this by using the Emailing Tasks In feature (a really handy one if you’re constantly on the go). No matter where I am, whether that be on the bus, in the office, or at home, I can transport all of my emails into my DropTask account, and this is where they’ll turn into actionable tasks. When I then return to my DropTask, a Notification is there reminding me of the project that I transported my email into.

DropTask-aficionado

I can do this whenever and wherever I am, via the iPad, iPhone and Desktop apps, as I know that my DropTask will automatically update while alternating between all of these devices. My usual routine is managing and sorting my tasks on the iPhone app, and when I return to the office I control the finer details such as Status, Progress and Due Dates, on my desktop computer.

DropTask-aficionado

‘I’m proud to say I’m a DropTask aficionado’

I can fluently use DropTask while balancing countless errands, and I’ve found that one of the most useful features to help me is the Evernote Integration that comes with the Business account. This integration allows a highly powerful two-way sync that let’s me syncronize my notes made in Evernote into any of my DropTask projects. In practice, I use Evernote to take notes during meetings with my clients, and then sync with DropTask to view my workload and to reschedule any conflicting dates. The advantage DropTask has in favor of other tools is that it allows you to dive deeper into the tasks that are first displayed on the Canvas. Whether that be by syncing back to Evernote, opening Files, or ticking off Checklist items – I have all of my necessary items in one place, without the stress of managing huge amounts of data.

unbeatable-ui

‘The UI is pretty unbeatable’

As I am currently self-employed, I use DropTask to help plan and manage my workload, depending on my client’s personal needs. Even though I’m using DropTask for a single user purpose, I can see teams benefiting from the collaborative features available. With that being said, I do use DropTask for meetings with clients e.g. when screen-sharing. Whenever I bring up DropTask on an interactive screen, the audience are impressed by its truly stunning interface and way of turning mundane tasks into a visual masterpiece. It’s a fantastic way to present a crisp and clear visualization of the status of a project, and really is an excellent tool that makes visualizing task organization a stimulating and enjoyable experience.

Join teams and individuals just like Gerald, by signing up for free today at www.droptask.com/signup. Already a DropTask user? Share your story with us at contact@droptask.com for your chance to be featured in a future post!