In the busy world of work today, it’s easy to feel overloaded with tasks, meetings and appointments. Most people feel like they’re running from one meeting to the next, with little time to actually get anything done. With so much going on at once, keeping track of your responsibilities can be difficult for anyone, let alone the busiest workers. This is why so many offices use software to keep tasks organized and streamlined. The tools below can make life as a worker much easier by taking some of the stress off your shoulders. From follow-up emails to task management systems, these programs will make sure you never miss another appointment again!
From
The first reason you should use follow up and to-do software is from a team perspective. If you work at a company with a team of people, they will greatly appreciate it when you use this type of software to stay in touch with clients. Team members can benefit from the reminders and other features of these programs. They can help those on the team who are responsible for client follow-up stay organized and on top of their responsibilities.
Gmail Tasks
If you already use Gmail for email and scheduling, then you might want to use the Gmail Tasks feature. This can help you stay organized and on top of your emails by putting all your tasks in one place. You can even have them show up above your emails so that you don't forget about them. There are also options for recurring tasks so that you don’t have to create a new one each month. The tasks can be colour coded and sorted by project or topic for easy reference. They can be accessed on the go, so you can use your time wisely no matter where you are. Another cool feature is the ability to set reminders for important tasks. This way you don’t forget about anything. You can even share your tasks with coworkers so they know what they need to do. This is a good option for teams that work together on projects.
Google Calendar
Many people are already using the powerful calendar function on Google, so why not use it for more than just scheduling appointments? You can use it to keep track of important events and to-do items. You can create a calendar for both your work and personal life, so you don’t have to switch back and forth between the two. You can colour code events so you have an at-a-glance view of what’s coming up. You can also invite others to view or edit the calendar, which is helpful for teams. Another great feature is the ability to add notes to calendar items. This allows you to write down information or details about events or tasks that you need to remember. You can also use the calendar to invite others to events or meetings. This can be helpful for those who work remotely.
Co-ordination With Document Storage
If your team uses a document storage program, such as HapPhi, then you can use the Co-ordination features to keep your files organized. You can create folders and sub-folders for different projects or clients. You can also add tasks and to-do items to Google Drive. There are apps available for iOS and Android devices that allow you to view and update tasks from your phone. This is helpful for those who are always on the go. The apps can also be used to add new files to your HapPhi account. Another way to use HapPhi is to share documents with clients. You can create contracts and other documents and share them with clients. This allows you to keep the documents all in one place while allowing clients to edit them if needed. This feature makes it easy to work with clients remotely.
HapPhi For Follow up and To-Do Items
HapPhi is a powerful task management and follow-up software that allows you to customize your workflow to fit your specific business needs. You can create projects, tasks and due dates and add notes on each item. The software also allows you to set reminders so that you don’t forget to follow up on certain tasks. This is helpful for staying on top of customer service and sales follow-up activities. The tasks can be color coded and sorted by project or topic for easy reference. They can be accessed on the go, so you can use your time wisely no matter where you are. Another helpful feature is the ability to add documents to tasks and to add tasks to documents. This allows you to keep all your work in one place so you don’t have to flip back and forth between multiple tabs or programs. You can also invite others to view and collaborate on tasks and documents. This is helpful for teams who need to work together on projects and follow-up activities.
Conclusion
When it comes to staying organized, it’s important to use the right tools for the job. Follow up and to-do software is great for managing customer relationships and sales follow-up, while calendar and document storage programs can help with project management. Using these programs can help you stay on top of your work and keep your customers happy.
