Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency.
We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired of switching software and really need a recurring checklist feature in our project management software so we can create a new tasklist and have the recurring tasks started at set times in the future. We’d love your help!
Answer: It sounds like your close to finding the right solution to your ongoing checklist needs for your digital agency. Asana does have reusable templates but some people find them quite limited for use as a recurring checklist. Trello has a very simple tasklist feature but it doesn’t allow for detailed information or comments on the tasks. Basecamp does have a to-do list feature but it sounds like recurring tasks is the main thing you need.
I’d recommend that you look into using Teamwork‘s recurring list feature as it allows for you to create ongoing tasks within a project rather than having the list as the entire template (like in Asana). You could create repeating tasklists for the various services of your digital agency like brand strategy, website development & social media management.
Alternatively, if you’d like to add in the ability to contact clients through the process, you could look at setting up a sales pipeline using Pipedrive and also setting up pipelines for service delivery (to ensure you can customised tailored email updates per type of service). Customer orders would move from left to right through production with client emails generated when moving to a new stage.
A final option would be to use a Business Process Management software system like Process St that would house the recurring checklists and would also allow client emails to be triggered when production stages are completed. These checklists can be run over-and-over and can be tracked through business-wide reporting.
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: đź“š ContentsAutomatic printed cardsAutomatic handwriting-generated cardsReal, handwritten cards by humans Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink …
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. đź“š ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
Basecamp for Digital Media Remote Agency?
Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency.
We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired of switching software and really need a recurring checklist feature in our project management software so we can create a new tasklist and have the recurring tasks started at set times in the future. We’d love your help!
Answer: It sounds like your close to finding the right solution to your ongoing checklist needs for your digital agency. Asana does have reusable templates but some people find them quite limited for use as a recurring checklist. Trello has a very simple tasklist feature but it doesn’t allow for detailed information or comments on the tasks. Basecamp does have a to-do list feature but it sounds like recurring tasks is the main thing you need.
I’d recommend that you look into using Teamwork‘s recurring list feature as it allows for you to create ongoing tasks within a project rather than having the list as the entire template (like in Asana). You could create repeating tasklists for the various services of your digital agency like brand strategy, website development & social media management.
Alternatively, if you’d like to add in the ability to contact clients through the process, you could look at setting up a sales pipeline using Pipedrive and also setting up pipelines for service delivery (to ensure you can customised tailored email updates per type of service). Customer orders would move from left to right through production with client emails generated when moving to a new stage.
A final option would be to use a Business Process Management software system like Process St that would house the recurring checklists and would also allow client emails to be triggered when production stages are completed. These checklists can be run over-and-over and can be tracked through business-wide reporting.
I hope this helps.
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