remember it’s not just your team on board, it’s also your clients.
by penny breslin
it’s not just the numbers
once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms’ workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type /teamline into any channel and:
- create a new task on the fly or use a premade template
- assign it to a team member
- set a due date
- attach a file
- add a checklist of items
more: how to use onenote to create a firm playbook | how to develop internal procedures | proper workflow demands consistency | workflow tools can deepen client relationships | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions)
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teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.
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