As we head into Fall and move into a new fiscal year, we are shifting, tweaking, and refining our workflow and systems.
September is often synonymous with busy. For many it means back to school or back to work after summer break, and it can feel like the to-dos and tasks are endless. In order to tackle our “new year” on a high, we have made small tweaks to the applications we use to keep our team motivated, organized, and focused.
The Project House team is made up of a blend of in-office employees and sub-contractors. We offer a variety of services and do work across many different industries. Keeping track of all of our work and who’s doing what can be tough. At any given time, one of us could be working with a client in the Kootenays, taking a meeting down the road at the local coffee shop, or working poolside at a kid’s swim lesson.
In order to keep us all in sync, we use a number of applications to refine our workflow. If you ever take a peek at our desktops, iPhones, or Safari tabs you will see these in use the most often:
In Asana’s own words, their mission is to ‘help humanity thrive by enabling all teams to work together effortlessly’. While it may not be pushing all of humanity forward, they definitely keep the PH team going. We use the platform to house all of our projects and related tasks. In Asana, we can assign tasks, comment on projects, and set deadlines. When we all work on different tasks, and sometimes even different pieces of tasks,Asana makes it possible to for every team member to keep each other up to date.
For time tracking, estimates, and invoices, we use a software called FreshBooks. FreshBooks allows us to assign team members to specific projects, easily track hours, pull together estimates, and invoice our clients – all from one simple dashboard. FreshBooks makes it easier to keep track of project hours and pull together helpful reports.
At Project House, we use Dropbox to store and share files and documents across our entire team and with our clients. Being able to access everything ‘in the cloud’ makes it possible to work remotely, which is the foundation of our business! Not having to worry about having a certain file uploaded is perfect if you are working on the weekend, late at night, or from another location.
Slack is a newer addition to our workflow but it has been useful. Slack is a team communication app that helps to reduce email and condense conversation. It is easy to use, fun, and was founded in Vancouver in 2009. At Project House, we use Slack for simple messages, internal team updates, and quick one-on-one conversations. Slack has reduced the number of two-line emails we send to each other (“Hey! Check out this link!”) and has made team updates easy. Being able to split conversations into different channels enables us to keep discussion on topic (ie. web design, marketing) and only available to those who need it.
Being able to work together online has made our team more connected and more collaborative. We are able to reduce our carbon footprint by keeping the majority of our work paperless, and we can be more flexible with the work we do and the hours we do it.
Do you have any favourite tools? Does your team need help moving online or to a better system and workflow? Let us know at firstname.lastname@example.org!