Are you one of those organized people that feels more alive in the morning by starting a to-do list and then checking it off throughout the day until you feel so accomplished you can sleep without any nagging thoughts of things you forgot to do during the day? I'm envious of such organized Type-A minds. I want to be organized- I really do- I'm just a very abstract thinker. I eventually remember all of the things I need to do but it's in pieces like chunks of a puzzle with each chunck being a different size- some large project level ideas and other small 5-minute to-dos. Wouldn't it be nice to afford a personal assistant to follow you around with notepad at the ready? They could jot down your ideas, organize them and then remind you of things when the time is right.
For a micro-business I'm fairly sure the dream of a personal assistant is out of the budget. I serve as head chef, butler, nanny, personal assistant, maintenance manager, accountant, principal, and janitor of my shop and home. There are many tools out there that are great for larger businesses. I know- I was a program manager for multi-million dollar projects. They stayed organized and the team stayed on task through a full-time project manager that was pulling all of the threads of thought together, managing day to day tasks, and ensuring resources were in place. Tools like that are great but I don't have a full-time slot- I have to be doing the work! Tool suites that make sense for micro-businesses that take just a little time and improve my productivity make my day.
So... I want to do a short preliminary review on a new tool I've been using called Producteev. It's available in the iTunes app store and there are free downloads for Windows, Mac OSX, Android phones, and the Apple iPhone and iPad. Basically it's a platform to consolidate your to-do list with a project schedule and then you can sync between all of those platforms- Bonus! There are "workspaces" that you set up based on your needs. Larger business may need to open a workspace for every project- I just open them for the different roles I fill in my shop. I have one for social media, orders and leads, business administration (books, taxes, supplies), and I have just started using workspaces to collaborate with other small businesses that I supply work for.
I'm calling it a preliminary review because I've only used it a few days but so far I'm impressed. You can tag tasks with a label that helps visually sort to-do items into different categories. You can assign tasks to people and mark notes, subtasks, completions, and deadlines as needed. I have the option on my office computer to open the app from the launchpad or to log in online. Collaboration on tasks with a colleague has been helpful- especially with small business like mine to make sure those leads and ideas don't get dropped in the hustle of the many hats I wear. There's no bonus for me to promote any tool except for the benefit of helping out other businesses. (In other words, I'm not a paid promoter just a general user.) So far Producteev has acted like a virtual personal assistant. I'm actually looking forward to the digest e-mails I have it set up to send at the end of each week to remind me not only of what I need to do but to keep me on task. Breaking up big jobs into small tasks make them able to be accomplished one piece at a time. I didn't want some giant Gantt chart corporate tool. I had enough years of formal project management to know that a tool suite like that would be nothing more than a time waster for a business my size. So far I'm in a free part of the app but can see paying for a workspace or two for when I'm collaborating on a large project with a large team to maybe put on a craft show or develop something new. I'll try and remind myself to post another review in about 6 months or so.... better yet- I'll set up a task in Producteev! www.producteev.com
This post was authored by Sarah, the principal designer from Sima Design. She runs an Etsy shop focusing on crafts and jewelry design with the help of her trusty Epilog laser engraver and authors a blog while also working full-time as a mom of two.