Posts Tagged ‘task management’

Take Your Task Management to a Whole New Level with Insightly

Guest Post

Modern business organizations understand that they need to find good tech solutions in order to be efficient and competitive on the market. One of the areas in which a lot of business try to improve is their communication both external and internal.

All business organizations need to have contact with their employees and clients. More importantly, there is a huge need for data concerning previous conversations, when they happened and what they were about. A regular business person cannot remember so many things and this is why businesses use CRM tools.

Today, I will talk about a CRM tool called “Insightly” and I’ll try to tell you about the impression I got, based on its upsides, downsides, price and features.

insightly

Pricing

There are 5 package options you can get for Insightly, and these are Basic, Free, Professional, Plus and Enterprise. It is also possible to get a 14-day free trial for any of these options. The completely free option allows for two users and you cannot sync the app with anything.

At $15 per month, you can take the Basic package that has unlimited users. It includes lead management with 25,000 records and 1GB of storage space. With Plus, the price is $29, and the capacity is significantly higher; up to 2,500 emails on daily basis, 10GB of space and 100,000 records with 250 added customer fields.

If your needs are even bigger, you can get the Professional package for $49. It has 100 GB, 5,000 emails, and around 500 custom fields with 250,000 records.

If you need even more, you can get the Enterprise package that costs $99 and gives you 10,000 emails, 1,000 fields, and 500,000 records, with 150GB of storage.

Whatever the needs you have, with Insightly, you can get an appropriate package for your business and they are all quite cheap for what they offer.

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Insightly is easy to use

Most business organizations don’t have time to work and learn to use complicated CRM tools. Insightly is truly a simple user-friendly piece of software and even those people who have poor technical skills can get a hang of it quickly. When you first log into Insightly, you will instantly like the intuitive and clean dashboard. With the left sidebar, you can find all the functions you need and they are divided into several categories.
There is one feature I liked particularly. At the top corner of all sections, you will find a toolbar that allows you to find the things you need. This toolbar has a search bar and the only thing you have to do is type in the first three letters of what you need and you will find what you’re looking for. If not, you can add filters or sort items for better search results.

Exceptional project management capabilities

A single feature I, as a small business owner, liked the most about Insightly, is the project management capability. This software can help you save a lot of time, as it provides an automated, all-in-one place for task managing, project and event managing. This eliminates the need for using multiple tools.

The project management option also has features such as email, pipeline and task tracking, project reports, automatic reminders sent by email, and you can create milestones. It is also possible to link projects to team members or contacts if you need a quick reference.

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Other interesting benefits

All modern business organizations rely on more than one app. One of the greatest benefits of Insightly is that it can integrate with a lot of useful small business tools. Insightly is a CRM with integrated Gmail, Google Apps, Google Drive, Outlook, and QuickBooks Online.

It also integrates with various file-sharing and cloud storage options, such as Dropbox or Box.

  • Great on-line #CRM, especially for for smaller organizations: insightly.com/ @insightlyapp via @supermonitoring

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Verdict

In my opinion, Insightly is a great CRM you can use for your business, although I think that smaller business organizations would make much better use of it than big ones.

About the Author

MarkoMarco is a professional writer and blogger. He will help you understand the power and reach social media for your blog or website. You can find him on First Site Guide and tweet the First Site Guide team @firstsiteguide.

 

Track work and get results with Asana

The market for team and work management tools is ever expanding and with the competition getting cutthroat by the day, users are expecting almost everything regarding collaboration from such tools. As more and more players jump into the field with claims of success with large famous organizations, users are bound to get confused as to which tool to go for. However, the answer to that question is simple really – a tool that accomplishes all current needs, adds some value, and fits the budget. Rather than picking a “popular” tool that internal teams find not-so-useful and not-so-easy to work with, opting for one that ensures everyone understands it, is comfortable with it, and can actually use it to work better would be the way to go.

asana

And when it comes to user-friendliness, the guys behind Asana are pros. With the fame of Facebook behind their backs, who would better understand what users want and how to get their attention? Presenting Asana, the brainchild of Dustin Moskovitz (ex-co-founder and key technical leader at Facebook) and Justin Rosenstein (co-inventor of the Like Button and Facebook Pages at Facebook and Gmail Chat and Google Drive at Google).

Asana – helping humanity thrive by enabling all teams to work together effortlessly

Asana works with some simple visions:

  • Building a place where everything from the most immediate details to the big picture are organized
  • Each person knows what they’re doing and why
  • Introducing clarity, transparency, and focus to allow teams to collaborate with less friction and produce great results
  • Fostering an environment where coordination is effortless and people love what they do and are appreciated

Such strong values have paved the way for making Asana one of the fastest growing SaaS companies ever.

Asana as a project management tool is different at many levels. It makes sure teams move their work from start to finish in a better manner with tasks, projects, conversations and dashboards. Everyone within the project is able to track progress without the need for scheduling a status meeting or sending emails. Features to turn conversions into actionable tasks makes taking the next steps easy. Plus, with Asana, you can ensure you get only the updates you need instead of a flood of unwanted messages.

We’re sure you get the drift by now but still, here’s a brief overview of Asana’s impressive features:

  • Lets you create and assign tasks, organize tasks into shared projects
  • Sections allow you to match workflows and structure projects
  • Due date reminders ensure all tasks get completed on time
  • Better communication is brought about through task and project conversations and team pages
  • Customized views for your tasks, inbox, dashboards, calendars, files and even search helps prioritize things
  • Team management is enhanced by giving tasks a clear owner, allows interested people to follow tasks and projects, and enabling teams to collaborate with vendors, contractors and Asana partners
  • Seamless integration with Dropbox, Chrome, Slack, GitHub, Okta, Google Drive and more

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How it rolls

To start using Asana, sign up for free through any of the links given on the home page. Once completed, you’re asked to complete your profile. Fill in basic details and upload your picture if you wish to. Fill in other details like any teammate’s particulars and proceed to the main interface.
The layout and feel of the tool is very soothing and easy-going with pointers directing the way for first time users. The interface is divided into 5 sections:

  1. Sidebar to the left that lets you access:
    1. Dashboards – high-level view of the status and progress of your projects. Clicking on “My Dashboard” opens a pop-up where you can add/remove projects.
    2. Team Pages – central location to access all your team’s work. There are 2 main views in this area:
      1. Conversations – allows you to share team-wide announcements, discuss projects or celebrate accomplishments. Starting a conversation is similar to publishing a Facebook post.
      2. Calendar – enables senior managers to stay informed on your team’s planned work through team check-ins. You can also book events here and sync the team’s calendar.
    3. Projects – lists of tasks. Clicking on a project’s name loads it in the main window. The three dots icon adjacent to a project lists options on clicking (highlight, use as template, delete, archive etc.)
    4. Favorites – bookmarked projects, people, tags or custom views for easier access. Favorites are indicated by a star icon
    5. Recents – quick navigation to the items viewed recently. Recents are indicated by a clock icon.
  2. Top Bar that lets you access:
    1. Tasks – work assigned to you
    2. Inbox – notification center in Asana
    3. Quick Add – to create a task, project, conversation or invite people
    4. Search – for tasks, people, conversations, tags or projects
    5. Help – tips for help
    6. Profile settings & option to switch between workspaces
  3. Header that lets you:
    1. Favorite – a project, task or view currently being viewed
    2. Access Options – for print, archive, delete, export etc. Options can be accessed by clicking on a drop down arrow
    3. Change View – between list, conversations, calendar, progress, files
    4. View list of Project Members
  4. Main Pane is the large section of the interface at the center that contains details of the items you click on from the sidebar. This is also where you see search results, inbox notifications, conversation posts and dashboard project cards. The main pane allows you to:
    1. Add tasks
    2. Sort and filter the list
    3. Mark task complete/incomplete
    4. Identify task’s due date and assignee etc.
  5. Right Pane to the right that lets you see the details for a task you’ve selected in the main pane. From the right pane you can:
    1. Assign task
    2. Identify what project the task belongs to
    3. Follow/Unfollow task
    4. Attach files etc.

Asana is relatively very easy to understand and use compared to many other project management tools and that’s where its power lies. Plus, it comes with a complete and extremely useful “Help” documentation that serves as an extensive guide through its operations and terminology.

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Product Strengths VS Product Weaknesses

Do we really need to revisit the strengths? Have a look at the features and usage description of Asana above to get an idea of the tool’s awesomeness.
As far as weakness is concerned, it all comes down to the pricing. Although for small teams of up to 15 people, a basic account with Asana can be used for free, users can choose to upgrade their membership for approximately $8.5 per user per month (that’s roughly $100 for 1 user annually) for more features. There are offers for discounted pricing as well, so pricing shouldn’t really be a concern for large corporations willing to make their life easier.

  • Let your teams work and collaborate effortlessly with @asana asana.com/ via @supermonitoring

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Final Words

All in all, it’s difficult to find a fault with Asana. It’s a great tool that promises to simplify things at an affordable price. If you haven’t already, you should check it out!

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