Published On Apr 11, 2024
Learn how to automate project management in order to save time, reduce manual tasks, and focus on what truly matters in your small business. Follow along with our easy-to-follow strategies and examples. Want to check out SmartSuite for yourself? Use our affiliate link here ➡️ https://partners.smartsuite.com/20240...
Prefer to read along? Read the blog here: https://processdriven.co/smartsuite/b...
Videos & resources mentioned in this episode:
🔗 SmartSuite - https://partners.smartsuite.com/20240...
🔗 Zapier - https://processdriven.co/zapier?utm_s...
🔗 SmartSuite Template, Agency Marketing Template - https://partners.smartsuite.com/20240...
🔗 How to Email into SmartSuite - https://processdriven.co/smartsuite/a...
🔗 8 Ways to Automate a CRM using SmartSuite Automations for people who hate Data Entry - https://processdriven.co/smartsuite/a...
Here's what this video covers:
00:00 Introduction
01:07 - Is there a free work management software?
01:26 - What kind of automation tool am I using?
02:45 - How can I address client deliverable edits?
04:15 - How can I turn an email into a task?
05:05 - What integration tool can I use?
06:40 - How do I connect my SmartSuite to Zapier?
09:20 - How do I create an automatic reminder for overdue tasks?
12:33 - How can I automate tasks to notify others if steps are missing?
16:32 - How can I support SmartSuite and the ProcessDriven channel? - LINK
16:47 - How can I improve meetings through automation?
22:20 - What's the difference between a beginner and an experienced project manager?
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[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!
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