Task Management
For small businesses aiming to enhance productivity and streamline operations, effective task management is essential. InfoLobby, a flexible project management tool, offers robust solutions to help you manage tasks efficiently. This guide will walk you through creating dedicated task solutions, using built-in tasks, and leveraging workflow automation to optimize your task management.
1. Creating Dedicated Task Tables
Custom Task Tables: InfoLobby’s unique strength lies in its customizable tables. Start by creating a dedicated Task Management table within your workspace. This table can be tailored to suit your specific business needs, including custom fields for task details, due dates, priorities, and categories.
How to Create a Task Table:
- Navigate to Your Workspace: Click on "+ Table"
- Customize Fields: Add relevant fields such as Task Name, Description, Assignee, Priority, Due Date, and Status. You can also include fields for project-specific information like client name or budget.
Benefits of Custom Tables: Creating a dedicated task table allows you to standardize task creation and ensure that all necessary information is captured from the outset. This consistency improves clarity and accountability among team members.
2. Using Built-In Tasks
Creating Built-In Tasks: InfoLobby also provides built-in task functionality that can be used alongside or within your custom tables. These tasks are simple to create and manage, offering a quick solution for day-to-day task tracking.
How to Use Built-In Tasks:
- Task Creation: Within any record (e.g., project or contact), click on "+ Task." Fill in the task details, including title, due date, and assignee.
- Task Management: Use the task view to see all tasks in one place. Filter by due date, assignee, or status to keep track of what needs to be done.
Integration with Custom Apps: Built-in tasks can be linked to records within your custom apps, ensuring that all related activities are connected. This helps maintain a comprehensive overview of project progress and team responsibilities.
3. Collaborating and Communicating
Centralized Communication: InfoLobby facilitates seamless communication through comments on tasks and records. Team members can discuss specifics, share updates, and upload files directly within the task, keeping all relevant information centralized.
Real-Time Updates: Receive real-time notifications for any changes or comments on tasks you’re involved with. This keeps everyone in the loop and ensures that updates are promptly addressed.
4. Tracking Progress and Deadlines
Visual Progress Tracking: Use InfoLobby’s calendar view to track task deadlines and project milestones visually. This helps you quickly identify upcoming deadlines and adjust priorities as needed.
Status Updates: Update task statuses (e.g., Not Started, In Progress, Completed) to reflect current progress. This visibility helps in monitoring project health and identifying potential delays.
5. Workflow Automation with InfoLobby
Automating Repetitive Tasks: InfoLobby’s workflow automation can significantly enhance efficiency by automating routine tasks. Here are some cool use cases:
- Automated Task Creation: Automatically create follow-up tasks when a task is completed. For example, when a design task is marked as complete, an approval task can be automatically created for the manager.
- Status-Based Notifications: Set up automated notifications to alert team members when tasks reach specific statuses, such as overdue tasks or tasks moved to a critical priority.
- Recurring Tasks: Automate the creation of recurring tasks for regular activities like weekly reports or monthly maintenance checks.
How to Set Up Automations:
- Access Workflows: Go to your table and select "Automations" from the drop-down menu.
- Create Flows: Define the triggers (e.g., task completion) and actions (e.g., create a new task, send a notification) to automate your processes.
- Test and Refine: Test your automation flows to ensure they work as intended and refine them based on feedback and observed results.
Conclusion
InfoLobby provides a comprehensive and customizable platform for managing tasks efficiently in small businesses. By creating dedicated task apps, utilizing built-in tasks, and leveraging powerful workflow automation, you can streamline your operations, improve team collaboration, and ensure timely completion of projects.
