Do you think your team could increase productivity? Do you wish you could make better use of the time in your workday? By taking control of your workday with a little deliberate task management, you and your team can organize your work more effectively and increase overall productivity.
Here are seven tried and true methods to increase productivity:
Pro-tip: use these methods with the MyTasks app for increased efficiency
1. Keep a to-do list
Don't expect to remember everything you need to do. Instead, use task management practices to get your to-dos organized on a list so that you can stop scrambling and free up time to work deliberately.
Use the MyTasks app to create and organize your to-do list. Task lists are viewed by day or week to know what to do and how to get it done. Whether making a call, keeping an appointment, recording a need, or completing a service job, your task list can help you make sure nothing falls through the cracks.
2. Prioritize tasks
A ton of time can be wasted figuring out what to work on next. By assigning and organizing tasks, your team can quickly see what is the most important and which requires more time. This allows everyone to effectively budget their time.
Flexible scheduling in MyTasks allows you to quickly indicate important times and due dates. Priority, rank, and phase settings further allow teams to communicate and meet deadlines.
3. Make information easy to find
Whether talking with a customer, making service notes, or gathering supplies, teams need the information to make decisions quickly and efficiently. When your entire team records and pulls information from the same pool of knowledge, you greatly reduce confusion.
When using MyTasks, your team can view and record notes for each task and timed entry. Task details and communication are recorded and viewed in real-time so the entire team can stay efficient as they move from one task to the next.
4. Don't forget to track time
In order to understand how much resource a particular task requires, it's important that you know how much time it takes your team to complete that task.
Forget about filling out tedious timesheets at the end of the day. Give your team the ability to record time with more accuracy and effectiveness. The MyTasks app includes a simple clock in and out feature on each task that allows team members to focus on their work. As a manager, you will be able to assess more accurately where time is going and how to eliminate waste.
5. Review progress
Task management is more than a to-do list. You'll want to be able to track tasks from beginning to end, delegate tasks, and set deadlines to make sure projects get done on time.
Using the app managers can quickly enter new tasks, assign workers, and set due dates to keep work organized and on track. Options include schedule, phase, rank, stage, and notes as well as tying work back into larger jobs. This allows your workflow to be tracked from beginning to end.
6. Integrate your business tools
You may be spending too much time context-switching between different business tools. If you are accessing detail for your work in one tool, recording time in a second tool, looking up customer information in a third, and storing communication about that work in a fourth place, simply accessing the information you need to get work done becomes a huge drain on your productivity.
My Tasks is only one feature of the MyEBMS app. Features such as order entry, inventory management, and customer accounts are also available and integrated directly into the full EBMS ERP solution.
Advantages for your team:
- Interact with to-do lists remotely
- Gain visibility into schedule and status
- Stay organized by entering notes and details at the job site
- Collaborate with teammates from anywhere
- Record labor in real-time
- Organize your team's tasks
- Flexibility to assign and schedule workers from anywhere
Whether an outside salesperson recording notes and updating their pipeline, or a service tech completing tasks and recording time, you can now conduct business from anywhere. Easier. Faster.
Contact your Account Manager to get started.
Additional Resources:
This article was originally published on 5/5/21 and has been updated
Brian Esh is a Sales Consultant at Koble who is passionate about following Jesus and helping small businesses grow. Brian has spent nearly a decade working with numerous business leaders to facilitate growth by putting software to work. When not working, Brian enjoys competitive sports and spending time with his wonderful wife and two children.