Teams | Collaboration | Customer Service | Project Management

April 2021

Simplify work requests with Teamwork's Intake Forms

Struggling to get all the details on new incoming task requests for you and your team? When you go to review the tasks, are they missing vital information that would allow you to take action? Stop losing time going back and forth searching for project details and say hello to the new Teamwork feature: Intake Forms. It’s never been easier to gather information by personalizing the intake form associated with your project.

Easily create, edit, and collaborate on content with the new Teamwork Notebook Editor

How important is it to seamlessly collaborate on documents in real-time with your team? Very important, right? That’s why Teamwork has revamped the entire Notebooks feature! Now your team can easily create a space for essential information with the new collaborative and simplified editor. Host your team’s documents and use the new searchable table view to quickly find and digest the information.

Focalboard

Focalboard is an open source, self-hosted alternative to Trello, Notion, and Asana. It's a project management tool that helps define, organize, track and manage work across teams, using a familiar kanban board view. We're currently in early-access beta, and are looking for feedback. So please download it today and let us know what you think. Focalboard is open source! Check out the source code here, and contribute to the future of this project.

April 2021 Version Update: Workflow And Usability Improvements | Scoro

In this update, after launching two of the biggest and most significant features yet (hint, we’re talking about the Gantt chart and Customer portal, of course), we’ve been doing some spring cleaning. This means improving and fixing seemingly smaller, yet essential things all over Scoro. See what we’ve been up to.

8 Proven Tips to Create an Effective Remote Work Plan

With nearly all businesses going remote, it’s essential to have a remote work plan in place. An effective plan helps you deal with various aspects of remote work like managing work schedules, communication, and employee engagement. So with several things to cover, how do you create a plan that best suits your organization? In this article, we’ll explore what a remote work plan is and why you need it.

12 Best Professional Services Automation Software in 2021

Professional Services Automation (PSA) is a strategy that many companies have adopted to make service operations more efficient and people more productive. If you’re also looking to implement comprehensive PSA software in your company, take a look at our selection of the 12 best solutions on the market. Professional services automation is a type of software application suite that provides a service business with the functionality it needs to manage core business processes.

Streamline Your Xero Invoicing With Bitrix24 Self-Hosted

Wouldn’t it be great to get your quotes and invoices sorted in both Bitrix24 and Xero and have matching automatically? Tired of double job creating the same document in 2 systems? Data sync between Xero and Bitrix24 Self-Hosted is now available in auto mode with Bitrix24 to Xero connector by Webbee Ltd.

Teamwork and Jira: A Match Made in Integration Heaven

What’s your favorite brand of sneakers? Nikes? Reeboks? Or maybe you’re more of a Converse kind of person? Now, how weird would you feel stepping into someone else’s pair? The same goes for SaaS tools. Everyone has specific apps they’re comfortable in, and it’s never fun to have to jump into a different tool. If you use Teamwork to organize and manage projects, being asked to collaborate with developers in their tool is a lot like walking in a different pair of sneakers.

How Statwax scales digital strategies: 3 tips for better managing client campaigns with Asana

In the world of digital marketing, if your strategies and campaigns aren’t constantly evolving and growing, you’re bound to get left behind by the competition. At Statwax, we’re trusted by fast-moving clients to pivot strategies on a dime and deploy new tactics in order to stay ahead of the curve.

Two Fundamental Project Milestone Templates

Understanding how you manage your projects will help you better manage your Milestones. Whether the endeavor is big or small, a Milestone in project management serves to cap off a workstream and serves as a small point of celebration in the frame of a larger project. Let’s discuss how Milestones can be used, as well as some ideas for popular Milestone templates.

Structured Workplace: How to Plug the Top Six Time Leaks in Your Business

It's no secret that time is wasted in the workplace - whether on coffee breaks, slow business processes, needless meetings, or a combination of the above. And all of those trivial activities add up, whether they're intentional or not. In fact, research shows that the average employee spends only three hours in an eight-hour day on meaningful work. That's more than 25 hours wasted every working week! If only you could reclaim most of this wasted time... Here's the good news - you can!

New: Video Call Recordings From Desktop App

There is no doubt that having your meetings, discussions & screen demonstrations recorded can come in handy in particular situations. From now on video call recordings are available in Bitrix24. Note: you need to update Bitrix24 desktop app beforehand and click the record button during a video call.

How to scale marketing campaigns and programs with work management

It’s tough to keep any team aligned—whether distributed, remote, or in office—but marketing teams can face particularly unique challenges. With so many different functions, tools, and channels in the marketing world, moving quickly, efficiently, and with everyone on the same page sometimes feels like an impossible task.

How to write a project scope document from scratch (free template included)

Every manager needs a clear scope for every project in their pipeline. Without planning for project scope, how will you manage expectations effectively and avoid problems like increased expenses or missed deadlines? Let's just say no project is perfect. That's why using a project scope template is essential to plan for any surprises or potential setbacks.

Project Management vs. Work Management - What's the Difference?

With a plethora of collaborative tools out there, it’s easy to become bewildered by the sheer volume of choice. What’s more, the definition of “project management” and “work management” in the context of software can be difficult to distinguish. If you’re wondering which type of solution would suit your organization, here’s a handy guide to the main difference between Project Management Software (PMS) and Work Management Software (WMS).

New: Resolve service tickets faster and more accurately with Asana for Zendesk

It’s no secret that effortless customer service takes, well, a lot of effort. To turn an IT request into a quick and effective response, key details need to be shared between the agent and the IT team member responsible for resolving the ticket—often across multiple tools.

How To Maintain Accurate Employee Attendance Records In 2021

Want to learn how to keep accurate employee attendance records? Having precise and up-to-date employee attendance records makes good business sense. And in most countries, including the USA, it’s also a requirement under the law. Unfortunately, many employers see attendance recording as an unnecessary hassle. But it doesn’t have to be! In this article, we’ll explain what employee attendance records are and why you need them.

Connecting the world's teams with clarity: Introducing Asana Partners

It’s been over a year since work as we knew it transformed overnight. Today, distributed work continues to pose challenges for teams and organizations around the world, whether they’re struggling to prioritize work, logging longer hours, or experiencing burnout at higher rates. Contributing to these remote work hurdles, according to the Anatomy of Work Index 2021, is that workers switch between 10 apps—25 times a day—and miss over one-quarter of all deadlines.

Workflow Rules in Zoho Projects

Introducing Workflow Rules in Zoho Projects—automate and set up workflows for any work item in your project. From auto-updation of fields and statuses to auto-assignment of tasks and configuring notifications, Workflow Rules are highly flexible and customizable. Webhooks can also be linked to send notifications via third-party apps. These rules will make your work easier in every stage of your project management process.

Compact Insights: New Kanban Enhancements in Zoho Projects

Work can get pretty tedious if you're stuck dealing with just lists upon lists of tasks. And you have no idea about how much work is pending or where you are at currently, in terms of progress. This is where a view that can help you visualize your project and workflow comes into play. The Kanban view in Zoho Projects is not just an aesthetically pleasing view—it keeps everyone in your team on the same page, helps you categorize work items swiftly, identify bottlenecks based on a high-level view, and deem the project status at a glance.

Work smarter with these intelligent features in Zoho Projects

In the 2020 edition of PMI’s Pulse of the Profession, one of the top three factors that executive leaders attributed to project success was investing in the right technology (32%). However, what’s the right technology for you? This can vary based on your industry, role, type of organization, and nature of work. But the one factor that wins uncontested is the ability of a tool to be adopted by people. In other words, how easily can software be adopted or implemented by your organization?

OneDesk - Getting Started

An in-depth introduction to the major features of OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

4 Project Portfolio Templates for Portfolio Management

There’s a wide variety of ways to view all of the endeavors your organization is working on, but viewing all of the work within your company’s wingspan can be quite daunting, and perhaps even meaningless, as it lacks the context and actionability of how your initiatives unfold on a day-to-day basis. Clustering your projects into Portfolios will help your company’s leadership contextualize your efforts, as well as sharpen the focus of those tasks with carrying out the daily driving.

How we do product management at Miro

When I first joined Miro, less than a year ago, we had 3 million users and around 300 employees. A lot has changed since then. We have since grown to approximately 15 million users and 700 employees, making Miro one of the fastest-growing B2B startups in history. With such hyper-growth, there’s an ever-growing need to scale the way we do product. In this article, I’ll walk through the approach that I introduced at Miro a while ago and is currently at the heart of our product strategy.

New: My Tasks makes it easier to organize your work, your way

At Asana we’re big on knowing who’s doing what by when—and that includes knowing when your own tasks are due. That’s why we created My Tasks—your one-stop-shop for viewing all of the work assigned to you in one central place. Whether you’re new to Asana or an Asana power user, My Tasks is the best way to make sure none of your work falls through the cracks. View your tasks in List, Calendar, or Board View, and create custom sections to make My Tasks work for you.

Neeraja Ganesh | Project Managers & Storytelling

We're pleased to bring you this virtual seminar with Ms. Neeraja Ganesh. After a successful career in the Information Technology industry for 25 years, Neeraja Ganesh switched her career to work in the space of gender diversity and headed the JobsForHer Foundation. She now is a Consultant with the reputed training organization Quinnergy Leadership Academy. She is also a freelance consultant, who conducts various training programs and workshops on leadership and behavior.

How to Get the Most Out of TrackingTime Integrations with 2021's Top Project Management Tools

Integrating TrackingTime with other business tools such as Asana, Trello, Google Workspace, or Microsoft Teams will allow you to maintain centralized control of all your work tasks. In other words, you will save up the time you usually waste changing tools and finding or duplicating work in multiple locations. Therefore, you will improve your workflow and decrease procrastination.

Atlassian + MYOB on managing cross-team agile programs

Looking for inspiration on how to plan and track work across multiple agile teams and programs? Looking to increase visibility into progress on company initiatives? Join a delivery manager from MYOB, a leading SaaS provider of business management software in Australia and New Zealand, to learn how they use Advanced Roadmaps to help them manage, track, and bring alignment to a program with dozens of agile teams and over 150 people.

What Is A Hybrid Workforce? (Benefits, Challenges, And Strategies)

Want to know how to build a successful hybrid workforce? Hybrid work has become a buzzword ever since the COVID-19 pandemic. Many large organizations like Google and Twitter have recognized its benefits and adopted these flexible work models. But what is a hybrid workforce, and how can you make it work for you? In this article, we’ll explain what a hybrid workforce is, along with its benefits and challenges. We’ll also share a few strategies for a successful hybrid workforce.

Multiple currencies in Bitrix24 CRM

Bitrix24 allows you to use different currencies for financial operations. In the CRM settings, you can select the desired world currency from a predefined list or even add your own if needed. However, monetary transactions in Bitrix24 have several features that might make working with multiple world currencies difficult. To counter this, Bitrix24 partners have created a custom solution that facilitates the process of working with multiple currencies.

6 habits of successful project managers

Keeping a project on task from start to finish involves a lot of spinning plates. Juggling everything from timelines to team members can be daunting, but for the right kind of person, it can be incredibly rewarding. There’s no secret formula for successful project managers. Instead, it's all about good habits, visualizing the full scale of a project, and understanding the potential roadblocks. Seems simple, right?