Growing faster and in the right direction means embracing new approaches. Managing and prioritizing the tasks associated with these initiatives can become a jumbled to-do list quicker than you can say, Jack Robinson, if you’re not leaning into workflow software. An organized workflow demands a dependable, intuitive and productive system. There are a lot of systems out there to choose from, like Basecamp or our preferred software – Teamwork. Before you lose your mojo (and your efficiency), here are a few ways you can benefit from a project management system.
Collaboration is best (and output is better) when a team communicates well. For many accounting marketers, teams rely on both linear (phone, virtual meetings) and non-linear (email, instant messaging, virtual huddles) methods of communication. When team or client notes live on a notepad or private document, accountability goes out the window. A workflow system like Teamwork can give you an edge by allowing you to take notes in an online notebook and then seamlessly transpose your notes to a task list. You can also adjust privacy settings and assign collaborators, but the best part is nothing gets “lost in translation.”
A great task management system is going to help you sleep better at night and here’s why: the most daunting part of a project is organization, delegation and prioritization. Our task manager is worth its weight in gold because it helps us stay focused on the big picture when we could be tempted to get lost in the nuts and bolts. When choosing a task manager, consider the following:
- Is it accessible? Can your staff access on both desktop and mobile devices?
- Is it self-documenting? Can you transpose notes to tasks?
- Will it allow you to create sub tasks, dependent tasks and recurring tasks?
- Will it allow you to assign several people to a task or will it allow you to secure tasks?
- Does it have an easy-to-read dashboard?
Before jumping into a workflow program, make a list of the things that are important to you.
Project Management software often include a few features that can help you manage your staff. Adding yourself as a “follower” to delegated tasks can help you keep an eye on your projects without micromanaging your team. This feature will also help you budget time and resources for the next project. In the same vein, your delegates can track the time they spend on a project using a task timer. Together, these numbers help you to better manage your team and your stakeholders.
For marketing professionals, content management is a dynamic and messy beast. But, it doesn’t need to be. Content usually starts with a calendar. Once a schedule is determined, the content creator is brought on board. From there, content must be written, proofed, refined and revised, and finally – posted. Add to this, social media and newsletter production, and you can get lost in the weeds. Now, imagine that process under the lens of a task manager. Leveraging a task manager to help you tame the content cycle is necessary to keep your content current and moving forward.
The generational lines that I straddle as a Xenial have allowed me to utilize the technology of the future while appreciating the comforts of the past; and while pen and paper has a place of importance in my personal life, an organizational workhorse it is not. In a profession that demands bandwidth, learning to lean into workflow automation will be a lifesaver. If you’re struggling to keep your marketing initiatives organized, we encourage you to seek out a project management system to help you implement the growth goals you’ve set for your accounting firm.