The Top 10 Freelance Websites For Employers

freelance websites

Source: iamwire

If you’re looking to hire talented freelancers, there are many options out there. With major freelancing platforms emerging in recent years, you can have someone working on your new project within a day. And often at the same or lower cost than hiring someone full-time or even part-time.

But this approach comes with its limitations. The person you hire could be difficult to communicate with because of language barriers and time zone differences. And if you’re in a rush to hire, you might end up with someone who is not as skilled as you’d wished for.

To tackle these problems, some freelancing platforms specialize in one field. From location-based platforms to skill-specific ones, you can now hire top-quality experts for your projects quickly – if you know the right place to go to.

Here we’ll explore the best freelancing platforms out there. We’ll highlight their strong points so you know which one is right for your next project. After reading this post, you’ll know exactly where to find the perfect freelancer for any use case.

1. Workana

Workana

Workana specializes in matching freelancers with employers in Latin America. If you need someone who speaks native Spanish or Portuguese, this is the right place to go to. It’s especially useful if you’re in the same time zone so communication is quick and easy. Chances are, you will attract much more relevant applications than if you posted on a generalist platform.

2. Upwork

Upwork

Upwork is the result of a merger between oDesk and Elance – two of the pioneering freelancing platforms. As such, it’s probably the largest site out there and boasts a great reputation. The majority of its user base comes from North America and South East Asia. So if you’re based in one of these regions, it’s going to be a breeze to find someone talented and easy to collaborate with.

3. Fiverr

Fiverr

Fiverr is also one of the first platforms to gain traction in the world of freelance work, but it’s different than most of its competitors. It allows for services to be packaged and “productized” meaning you know in advance how much you’re going to pay, how long it’s going to take, and exactly what you will get for your buck.

In a sense, it works like a store where you walk in, say what you need to a super smart sales rep, and all the products that fit your requirements are presented – along with their price, quality reviews, time to deliver and so on. Great if you’re looking to get a quick job done on a budget.

4. PeoplePerHour

pph

PeoplePerHour is a smaller site compared to giants like Upwork or Fiverr, but in a good way. While services on average cost a little extra, the site boasts a reputation for quality few can compete with. It’s hugely popular in the United Kingdom and you can find quality freelancers from there as well as more standard locations like the US and India. Definitely a good option if you’re looking for high-quality work done professionally, especially in the UK.

5. Freelancer.com

freelancer

Freelancer.com is another big player in the space. Although you can get any job done there, the site is ideal if you need a non-demanding task to be complete. As such, it often costs less to hire someone, especially if you need something mechanical done like scraping emails or data entry.

6. 99designs

99designs

As the name suggests, 99designs is a specialized platform for designers. Everything from banner ad designs to business cards and logos is available. As the site specializes in one skill, you can expect dozens of applications for your project with draft designs already made. Once you review the suggested designs, you can pick the one you like the most, pay a set fee, and start collaborating with the designer. This site offers different options depending on your budget, but you will generally pay a little extra to get the best quality design out there.

7. Toptal

toptal

Toptal is a young platform compared to some of the big players out there. However, it quickly solidified a position as one of the best places to go if you’re looking for top-notch work done.  This site only curates the top 3% of freelancers for your job in software, design or finance. Some of the big investment banks and tech giants use its services which speaks for itself. If you’re prepared to spend enough to get the highest quality, then Toptal is a good choice.

8. Moneo

Moneo

Like Toptal, Moneo specializes in curating high-quality talent – they approve only 6% of freelancers who want to find work there. To use a student analogy, that’s like getting into Harvard. Also, Moneo is focused on Blockchain talent. If you’re in the world of digital currencies, this is one of the best places to find high-quality freelancers who speak “crypto”. The site accepts payments in Bitcoin which is quickly spreading as a payment medium across the internet and beyond.

9. Guru

guru

Guru also specializes in curating the best freelancers, with a focus on consulting services. It’s great if you’re starting a new project and want a shortcut to the best strategy to do it. From finance and accounting services to business coaching, Guru is the place where you can get the advice and help you need at the right time.

10. Remote.com

remote

Remote.com is an interesting platform as it uses AI to match employers with remote job seekers and freelancers. While it’s a small site compared to others, it’s growing quickly and offers great technology. Because of their AI-powered matching algorithm, Remote is great if you’re looking for people to work with long-term. Many people from its talent base are looking for full-time or part-time remote positions instead of project-based work. Ideal if you’re building a remote team without an office.

Conclusion

The internet has quickly become the best place to match employers and job seekers. We can now see specialized freelancer platforms that frequently guarantee successful project delivery at a speed and cost well below what you expected. With new technologies like AI and advances in collaboration tools, it’s easier than ever to get high-quality work done online.

Whichever platform you choose, you’ll need a powerful way to collaborate in real time. If you’re looking for an easy way to work with your team, clients, and suppliers in one place, try out Sendtask for free now.

Collaboration - 12/21/2017

5 Reasons Why Great Teams Work Remotely

great teams

Advances in enterprise software from recent years triggered an explosion in remote work adoption rates. According to this report, the number of remote workers in the US has increased by 115% since 2005. And while small companies and startups are key factors in this increase, many large organizations from different industries also contribute significantly to this trend.

But why is that? By the end of this article, you’ll have five solid reasons why great teams work remotely. You’ll also find out why remote work is seen as a necessity by many young companies around the world – not just an employee perk. So without further ado, here are 5 reasons why great companies hire remotely:

1) Lower business costs

The most widely cited reason for going remote is the reduction in business costs. While remote work can bring other types of expenses, they are nowhere near what you would pay for a physical office and all associated expenses with it. Rent, utilities and office amenities can form substantial business costs, especially when you take into account the often long lease agreements. This leads to a lot of risk and potential headaches if the company enters a period of financial trouble. Not having an office can help mitigate such risks.  

2) Access to a bigger talent pool

Another important benefit of working remotely is the access to a huge talent pool. Doing business from a physical office requires you to look for employees in on or around your area which makes it harder to find suitable candidates. When you allow remote work, you can choose from a global talent pool of experts in practically any area. This is especially useful for companies based in competitive labor markets, such Silicon Valley for example. It makes a lot of sense to hire remotely instead of competing with the lucrative packages Google or Facebook can provide.  

3) Remote workers are equally or more productive than on-site employees

According to this report, there isn’t a negative effect on productivity when working remotely. In fact, some employees produce a higher output due to fewer time-wasting meetings. Other factors include a better sense of career satisfaction and the ability to work during the most productive times for the particular person. While some people are early risers, others are night owls who are more active and alert during the typical out-of-office times. Why waste all that potential?

4) Faster hiring process

Fully distributed companies take 33% less time to hire a new employee. As one of the prime concerns for any business, hiring frequently takes a lot of time and resources. However, new technology platforms and the access to a bigger talent pool can make things much more efficient. With on-demand freelancing services and the ability to quickly write job descriptions the hiring process is greatly improved.

5) Lower employee turnover

Companies that support remote work have 25% lower employee turnover than companies that don’t. Remote workers say that avoiding the daily commute and the flexibility to work when they’re most productive are key factors for deriving more job satisfaction. Therefore, it’s not surprising to find that on average people stay longer at distributed companies.

Conclusion

There are clear benefits to allowing remote work at your company. From reduced business costs to a greatly enhanced hiring potential, there is clear evidence that remote work is here to stay. And with more and more people preferring their home or a coworking space to the office, remote work can often turn into a business necessity rather than a choice.

 

If you’d like to learn about ways to collaborate online efficiently, download our free e-book “Online Collaboration: a practical guide for modern teams” and transform your organization today.

Collaboration / productivity - 11/29/2017

Sendtask Earns 2 Awards From FinancesOnline Review Platform

Sendtask Finances Online

Sendtask was recently reviewed by Finances Online – a leading software review platform that lists and compares B2B software solutions to help decision makers find the best tools for their organizations.

The review includes a deep analysis about our software, including:

  • Sendtask features and benefits
  • Problems Sendtask can solve
  • Technical details
  • Comparison vs other task management software platforms

According to Finances Online, “The best part of Sendtask is that users can collaborate with everyone even if they don’t have a Sendtask account, thus effectively eliminating the barriers that impede smooth and productive collaboration and communication.”

Sendtask placed a spot in FinancesOnline’s top 5 task management software alternatives. This recognition shows that Sendtask continues to be a gold standard in the top task management software solutions due to our application’s well-designed functionalities that help various organizations and businesses easily manage their activities.

Finances Online rated our software with a score of 8.0 and we’re proud to have received two awards:

– Rising Star Award: given to new SaaS products that are viewed as a service that’s really efficient despite its young age.
– Great User Experience Award: granted to products that offer especially good user experience.

We are delighted and grateful for our review, awards and recognition!

You can read the full Sendtask review at the FinancesOnline’s website.

Sendtask - 11/22/2017

How We Give Each Other Feedback At Sendtask

feedback sendtask

Source: Impact

I’m proud of the team we’ve assembled at Sendtask. I truly believe that each and everyone of us is an expert in their domain. But when we hire, our first priority is not skillset, it is attitude. Attitude is both more important for a team’s success and much harder to acquire than skills.

And although most of us have complementary skills and roles, we can all learn from each other when it comes to attitude and in general how to approach and solve problems.

When I was in the Swiss Air Force, we gave each other very open, direct and honest feedback after every mission. Did it sometimes hurt? Yes. Did it help? Every time.

That’s why we are giving feedback within the Sendtask team more frequently than I’ve experienced it in other companies. Some of those companies only had a formalized feedback process for annual feedback. Some large companies like Google do it twice a year.

We give each other feedback every six weeks. Six weeks is the length of our sprints and therefore a good opportunity to look at our own performance and give each other tips on how we can get better. We first think and write about our own performance and then give each other feedback.

We collect our own and everyone else’s opinion via Google Forms. Here’s what they contain:

#1 Reflection

The first form is called ‘Reflection’ and allows us to determine how we see our own work and attitude. The questions covered are:

  • What expectations did you have for the past 6-week sprint? Name your 2-week milestones and comment on why you had chosen them.
  • How happy are you with your work in the past six weeks? (1-5 stars)
  • How do you feel about your work in the past six weeks?
  • What is one or multiple achievements you are proud of?
  • What is one or several things you’d like to improve?
  • What is the #1 learning you are taking away from this sprint?

#2 Outside perspective

The second form is called ‘outside perspective’ and is there to make us aware of how others have perceived our work. It first links to the goals that someone had for the start of the 6-week sprint and then covers the following questions:

  • Overall, how happy are you with this person’s work? (1-5 stars)
  • START: What is something this person should start doing (and isn’t doing yet)?
  • STOP: What is something this person should stop doing? (e.g. a bad habit, a systematic error, a facet of their attitude, …)
  • CONTINUE: What is something this person should do more (and is already doing)?
  • Additional comments?

Distributing Feedback

The feedback is then merged and consolidated. Then, during a feedback call, the feedback is shared and discussed. If it’s misaligned, measurable goals are agreed upon and tracked until the end of the next feedback cycle.

What do you think of our feedback process? How do you give each other feedback in your company?

Collaboration - 10/25/2017

Siftery Interviews Sendtask Founder Cédric Waldburger

sendtask siftery interview

 

This interview was first published on Siftery. You can see the original here.

Sendtask is the easiest way to manage projects directly from your email. It improves how you collaborate online without having to move the whole team to new and complex software packages.

Sendtask lets you assign tasks to anyone using email — then automatically builds a shared workspace with all the tools you need for an efficient workflow. The Sendtask workspace lets you discuss the task, change due dates, attach files and much more — all without even setting up an account!

Kevin William David interviewed Cédric Waldburger, Founder of Sendtask to know more.

Hi Cédric, tell us about what you are working on?

We’re building the world’s most open collaborative task manager. We believe that sharing tasks to collaborate is much more efficient than sending email. Emails can get lost, they don’t have a due date, they can’t be re-assigned. The problem with existing collaborative task managers is that it is a hassle to onboard someone — and that’s why most people use it only in their team. Sendtask makes it easy to share tasks with anyone — even if they don’t have an account. Sendtask also integrates with email and Slack so you can get things done wherever you feel most productive.

Tell me more about the problem you are trying to solve?

While we love Asana, Trello and similar tools and used them in our team since forever, we noticed one thing: Whenever we worked with freelancers, service providers or other third parties, instead of sending them a task, we fell back into our old habits and sent them an email!

Why? Because no one wants to go through the trouble of creating accounts and onboarding when you only work together for a few weeks or months.

That’s why we decided to build Sendtask — it combines the power of collaborative task management with the ease of Email. Sendtask allows you to send tasks to anyone — as long as all you need to know is their email address. The recipient doesn’t need to create an account but can still do everything that he should be able to do with a task — discuss, add attachments, change the assignee and the due date, and of course — complete the task. Gone are the days where you need to onboard someone before you can start working efficiently with them!

How is Sendtask different from what already exists in the market?

There are several main ways we differentiate from competitors like Trello, Asana, Teamwork, Podio and the likes.

First of all, Sendtask lets you collaborate with anyone — even if they don’t have an account. This makes it super easy for users to onboard people.

Second, because Sendtask works using email, we’re able to build some cool integrations efficiently. Currently, our Slack and email integrations are live and ready to use. How often does it happen to you that someone asks you to do something on Slack? In the past, you had to manually go to your task manager, take a note and then go back to slack. With Sendtask’s Slack integration you can send and create tasks with a super simple syntax directly from Slack.

Also, you’ll find that Sendtask can recognize natural language so you can set due dates using words like “Tomorrow at 5pm” or “Friday at noon”.

Essentially, we’ve optimized Sendtask for people who work on multiple tasks and projects with different teams. None of our competitors allow you to get a good 360 degree view on all your tasks.

Interesting, tell us a bit about the different customer segments using Sendtask?

We serve makers — the people who are curious and create new things. At the moment, Sendtask is being used by people who manage multiple projects and have task-intensive workdays. We have active users on all continents — from architects in Switzerland to social entrepreneurship projects in Latin America and even a company that builds public toilets in Thailand. Entrepreneurs and their teams, project managers, freelancers and teachers all embrace Sendtask.

How are your customers using Sendtask? Could you share a few different use cases?

Sendtask is a fairly intuitive product so most people use it the way we expect them to. Typically, a new project will be created and then populated with tasks. Then, the tasks are assigned to their task owners, with due dates and priority set at this point. Usually, there will be communication between the assignee and the person who assigned the task when work commences. People start adding comments and attachments as they complete their tasks. Normally, the assignee would reassign the task back to the original person who created the task for review and, ultimately, marking the task as complete.

Have there been unique use cases for Sendtask that you hadn’t thought of or expected?

We originally thought Sendtask will be used by strictly digital businesses who work primarily online. However, at the moment one of our most active business users is a toilet manufacturer based in Thailand! We also have wedding organizers and other businesses with physical locations who find it useful to organize their projects using Sendtask.

Were there any early ‘growth hacks’ or tactics that have contributed to your current success?

To date, our biggest sources of traffic and new users were launches on sites like Product Hunt and BetaList. We also got surprise coverage from a Polish blog which converted extremely well.

What were some of the biggest challenges while building the product early on and how did you solve them?

We started off with an idea to combine task management, scheduling and note-taking in one place. We built an MVP and quickly found out the market needs an open solution that lets them share tasks with anyone, not just their immediate team. This MVP evolved into Sendtask. This was not so much a challenge as it was a learning process, but I feel it was something we had to overcome in order to get to where we are at the moment.

What have been some of the most interesting integrations you’ve added? Are there any that have been particularly impactful for you?

Right now, our Slack and email integrations are live and running. They let you manage your tasks without leaving your email or Slack sessions. Also, an interesting thing is the ability to use Sendtask with Evernote. We had intended to have an Evernote integration at this early stage but Evernote’s email feature lets you send notes to your Sendtask account and they will appear as tasks to complete. Because we’ve built such an open system that connects to email, we’re often able to get integrations live in a quick and simple fashion.

Finally, before we finish, what are the top products that you depend on to run the company & how do you use them?

Of course, we use Sendtask to manage all action-related information (projects and tasks). We use Slack for general communication in our team. We have our weekly call on appear.in. We schedule using Google Calendar. We store files and documents in Google Drive. We use Intercom for engaging and communicating with users. For analytics, we rely mainly on Google’s Universal Analytics.

Sendtask - 09/11/2017

The Tools We Use At Sendtask

tools

Quools.io

At Sendtask, we are a fully distributed team, meaning there’s no office and no two people in the same place. To keep everyone in sync, we use a variety of tools. These are the five tools we use the most often:

#1: Sendtask

We use our own tool for sprint planning, roadmap, prioritization, call agendas, bug reports, feature requests, etc. We believe that dogfooding is crucial to building a good user experience and thus use Sendtask whenever and wherever we see fit. In general, everything that can be organized in a list goes into Sendtask.

#2: Google App Suite

We use all Google tools – from Gmail to Drive – to organize and share information and communication. With our email integration, we create tasks in Sendtask projects directly from Gmail. One Google Document is particularly helpful: While the team is still small, we use a Google Doc titled «Sendtask Bootcamp» as our wiki. We store all information needed for new team members to join the team in that one document.

#3: Slack

We’re all on Slack at least twice a day. We use a set of integrations to get real time updates about our system. And, of course, for 1-to-1 and group chat. We used to discuss bugs and features in Sendtask but then realized that sometimes these messages were forgotten because no one had put them on Sendtask as tasks. That’s why we built our Slack integration. With a very simple command (e.g. /sendtask @joe please prepare the report until Monday #sendtask) we are now able to create tasks directly from Slack.

#4: Appear.in

We hold one video call every week when the whole team gets together to update each other and discuss next steps. We use appear.in for these calls as it provides a very simple setup (no accounts, just like Sendtask) and great quality so far. Of course, there are plenty of alternatives when you talk to users and want to avoid hefty international call fees.

#5: Intercom

We use Intercom to talk to our users. Via the blue button in the bottom right corner, they have a very quick and easy way to talk to us and vice-versa – either while they use the app or via email when they’re not online.

Conclusions

I did not cover the tools we use for analytics and will cover those in another post. The five apps mentioned are in use almost every day, if not every hour and have been crucial in how we are able to build a distributed company.

What tools does your company use that might be helpful for us?

Collaboration / productivity - 08/03/2017

What You Should Do With A Task You Didn’t Get Done On Time

task

Articulate

Planning is an art. And more often than not, we tend to overestimate what we can get done in a day. It might be that some things take a bit longer than planned or that urgent matters come up last minute. But it’s only natural that some tasks will remain undone at the end of a work day.

What’s the right thing to do with these tasks?

#1: Update the due date

Every task on Sendtask comes with a due date field. The due date is crucial for multiple reasons:

Most of our users sort their ‘Tasks assigned to me’ view by due date. Meaning that a task that is due today shows up above one that is due in a few days. And thus those that are due sooner get more attention. A task without a due date may end up so far down the list that it is never seen.

If it’s a shared task, the due date communicates when you think you’ll get something done. If someone sends you a task, they might come back to it to check if you have already had time to get it done. An accurate due date helps them get that information at a glance – all without having to bother you to ask.

#2: Leave a comment

If you’re collaborating on this task with someone, leave a quick comment with a status update if you think that’s helpful for the others. You won’t disrupt their workflow with this – they get a summary email twice a day that covers all relevant comments. That’s a super convenient way to get them updated without interrupting their flow.

#3: Delegate

Some tasks stay on our list for way too long. Often it is because we need to ask someone for help or wait for someone to make the next step. In this case – just assign the task to them and ask them to re-assign it to you once they’ve done their part.

Bonus: Is the task really needed?

Sometimes it also helps to ask yourself if this task is really important. If not, go ahead and delete it.

productivity / Sendtask - 08/03/2017

How To Use Sendtask To Keep A List Of Writing Ideas

writing

About 30 days ago, I challenged myself to write every single day. Writing is
something I have always struggled with and I needed to find a way to make
writing easier for myself. I have since written an article, an interview or
other long form text every day.

Often, it is easy to come up with ideas but sometimes I don’t
know what I’ll write about immediately. For those moments, I keep a list of things I
want to write about on Sendtask. Sometimes, it’s a question that someone
has asked me. Other times, it’s an experience that I want to write about later.

In order to not forget about these, I’ve created a project named “#write”
on Sendtask. Because of our email integration, it’s really easy to add items
to the list while I’m on the go. All I have to do is send an email to ‘
task@sendtask.io’ and put my thoughts into the subject line, followed by
‘#write’. For example, for this article, I sent ‘How to use
sendtask to collect writing ideas #write’.

Similarly, I can add writing ideas to the list from Slack. Our team spends a lot of time in Slack. Being a distributed team, Slack is our equivalent of walking over to another desk and mentioning something. Naturally, a lot of my inspiration for writing comes up while I’m in Slack. We believe that one should be able to create tasks immediately from wherever one does a lot of their work. Thus we created our Slack integration. With a syntax that’s even simpler than the email syntax, one can create tasks right away via the /sendtask slash command. The above example would be: “/sendtask How to use sendtask to collect writing ideas #write’ – this will add the task to the #write project immediately.

Now, every day I don’t know what to write about I just pull up this list and
check what I’ve recently added.

Of course, you can use the same mechanic for another project – your grocery
list, a list of ideas for birthday presents and many more.

What kind of lists do you cultivate and what tool do you use for them?

How-to / productivity / Sendtask - 08/03/2017

This Is Why Your Agency Should Use Sendtask

agency

Hubspot

I started my first business when I was 14 years old. It was – and still is – an agency business. We started mediasign by building websites, designing logos and printing business cards for our clients.

I think everyone’s first business should be a service business. It allows you to make mistakes without ruining the whole company. Sure, you might lose an important client or two but a mistake won’t kill your business like it could kill a product business.

Working in a service business definitely has its perks – you get to know various companies, industries, and partners. We worked with more than 20 clients on average per year.

It’s in the nature of a service business that you get paid for your time. That’s why you want to work as efficiently as possible. Every hour you spend on a project but don’t get paid for is your loss and in fact lost revenue. Working on mediasign inspired us to build Sendtask. Because while there are many tools out there to work efficiently with your team, we couldn’t find a tool that allowed us to work efficiently with the three largest groups an agency is in contact with: your team, your clients, and your service providers.

Your team

Sendtask allows you to see who in your team is working on what and finishing when.
While there are many tools out there for team collaboration – Asana, Trello, Podio, Teamwork, to name a few – there are very few that allow you to work not only with your team but also the other two groups of partners you interact with.

Your clients

Sendtask does not require accounts. Your team can collaborate efficiently with your clients without having them register. This would have been huge for us – our consultants and project leads spent a good amount of their time chasing clients and reminding them of deliverables. With Sendtask, you can not only track who’s falling behind on a deadline but they will also get automatic reminders every day after the due date.

Your service providers

Especially when working with service providers, it’s crucial to be mindful not only of your own time but also theirs – because you’re paying them by the minute or hour. Sendtask allows you to set them up with an efficient workflow without having to spend time onboarding them first.

I wish we would have had a tool like Sendtask when we started mediasign. It would have saved us many tedious hours of reaching out to clients, reminding people on our team or coordination with service providers. That’s why we’ve decided to build it.

Collaboration / productivity - 08/03/2017

How To Get Your Team Onto Sendtask

team onto sendtask

Some of our users have asked us for tips on how to onboard the rest of their team. Here’s a best practice guide for how to onboard your team onto Sendtask:

#1. Motivation

Start with why you want your team to use Sendtask and move away from Email (or other non-task means of communication). 

Why will we use Sendtask for tasks instead of email going forward?
Some of the reasons that we frequently hear from our users are:

  • Tasks in emails can easily get lost within a conversation.
  • Tasks in emails aren’t trackable and there’s no way to see which tasks you’ve assigned to someone else.
  • It takes a lot of time and effort to update your collaborators if your schedule changes. You have to manually email them when the due date shifts. In Sendtask, this is taken care of as soon as you update the due date on a task.

Also, keep in mind that your teammates can still use email to create tasks on Sendtask through our email integration.

What are the alternatives to email?
Sendtask definitely isn’t the only alternative. But we think it’s the best mix of functionality, flexibility, and simplicity.

You could do with Post-Its but that becomes messy very fast and doesn’t allow you any kind of overview or automated communication.

You could also use very sophisticated project management tools like JIRA but there’s a very steep learning curve and everyone needs to have an account first.

We believe that Sendtask is the right mix of both worlds. It combines the simplicity of Post-Its with many of the features of more complex collaboration software.

#2. Functionality

Then, it’s best to give your teammates a tour of Sendtask’s features. If you’re ready to convince your team to use Sendtask, you probably know most of these. However, we’ve linked all of them to their page in our tour if you would like some additional reference.

The Layout

-The list view and task detail view
–Filters and Sort options

Task Functionality

–Sending and receiving tasks

–The view for a received task for signed-in users and users without an account

–Functionality and fields in the task detail view: Assignee, Due date, Comments, Attachments, Followers

–Subtasks

–Recurring due dates

Projects

–Creating a project

–Project Followers

–Project Settings

We’ve seen that it is helpful to create a project together with your teammates during this session to give them a very clear idea of how projects work.

Miscellaneous

-Mobile App

–Email integration

–Slack integration

#3. Rules And Workflow

Now that your team knows why you are going to switch to Sendtask and how Sendtask works, there are two more important questions:

  1. What to use Sendtask for?
  2. How to use Sendtask?

What to use Sendtask for?

A lot of our users replace all email communication that calls for an action with Sendtask. They only allow communication via email that doesn’t expect a feedback. An example of this is “Please note that the elevator is being repainted today”. Everything else that expects an answer (“Can you please send that report?”, “Please let me know the dates you’ll be on holiday”, …) goes into Sendtask.

Our users tell us that it took them between two and three weeks to get everyone to switch to Sendtask but once they got used to it, everyone became more productive.

How to use Sendtask?

Sendtask is a tool and is flexible to adapt to your workflow. This framework is one example of how to use Sendtask. It’s in use successfully by many of our users:

  • Each task needs to have a due date and assignee set. If not, the task might get lost because it will not show up in anyone’s ‘Assigned To Me’ view.
  • At the end of the day, there should be no tasks left with overdue due dates. Everyone must change the due date of incomplete tasks to a realistic due date. This is important to give everyone an accurate idea of when they can expect feedback for their tasks.
  • If a task creator is likely to do something with the results of the task (e.g. they will further process a report they have asked for), then the task should not be completed by the assignee but it should be re-assigned to the task creator.

These three basic rules have helped many of our users to get very good visibility on their team’s progress.

#4. Q&A And Next Steps

We recommend that before you finish the meeting, you get everyone onboarded on Sendtask and exchange some tasks. Ask everyone to copy over their tasks from wherever they tracked them previously – could be from their inbox, a written note or other.

Clarify who the right contact to ask is for questions. Typically, questions about the workflow and how to use Sendtask will be answered by someone in your team. If questions about Sendtask in general arise or something doesn’t work the way it’s expected, use the blue Intercom button on our site or our Help pages to find answers.

We wish you good luck and a very productive meeting with your team! Let us know if you have amendments for this guide!

Collaboration / productivity / Sendtask - 07/28/2017

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