Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current processes need to be restructured and organized in order to create a positive transition into an online Excel alternative.
Answer: If you’re looking for an online Excel alternative, I’d recommend setting up your workflow process using a tool like Airtable, Notion or Coda. Out of these three, Airtable will be the easiest for setting up integrations through Zapier, whilst Notion and Coda will do a good job in bringing together your spreadsheets and text in a customisable way. My only concern is wanting to use an online spreadsheet for your internal communication. Using this setup for project management will work but I’d recommend that you look into other channels for online communication. This may be informal chat channels, comments on project management items, notes on email threads or whatever is needed to allow collaborative work on tasks related to your business.
Question: I need help setting up my Notion and get me going on a functional task list and task management system within it. Found great videos but feels overwhelming to set up and get going. I have lots of different projects happening at the same time with my business and personal life and like most of …
Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and …
Further details of question I was originally looking for a developer to create a Microsoft Access Data Base to record site records for field inspections but wanted to know if any apps could do the below. Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 …
Setting up workflows in an online spreadsheet
Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current processes need to be restructured and organized in order to create a positive transition into an online Excel alternative.
Answer: If you’re looking for an online Excel alternative, I’d recommend setting up your workflow process using a tool like Airtable, Notion or Coda. Out of these three, Airtable will be the easiest for setting up integrations through Zapier, whilst Notion and Coda will do a good job in bringing together your spreadsheets and text in a customisable way. My only concern is wanting to use an online spreadsheet for your internal communication. Using this setup for project management will work but I’d recommend that you look into other channels for online communication. This may be informal chat channels, comments on project management items, notes on email threads or whatever is needed to allow collaborative work on tasks related to your business.
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Question: I need help setting up my Notion and get me going on a functional task list and task management system within it. Found great videos but feels overwhelming to set up and get going. I have lots of different projects happening at the same time with my business and personal life and like most of …
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