For Small Businesses

Quick reference

• 00:04 Hello everyone, and welcome back to this GoSkills course all about Todoist.
• 00:09 Now, we are going to be diving into the first of the case studies area.
• 00:13 We are going to be speaking about how you can use Todoist for small businesses.
• 00:17 Now, this will kick off a short case study, so
• 00:19 if you want to understand how you can use it for each of the different situations,
• 00:24 do check out this section, because it will be a very valuable section.
• 00:28 So for small businesses, you obviously have a host of different objectives.
• 00:32 The first of those objectives as a small business would be to manage
• 00:36 administration.
• 00:37 This could be a host of different things, routine, daily habits,
• 00:41 meeting administration, and reviewing the week ahead.
• 00:44 If you have a small team,
• 00:46 those are the things you want to keep managing inside of your Todoist account.
• 00:50 The other is project management, whether you work with internal projects or
• 00:55 many with client work, then managing internal projects and planning out that
• 01:00 client success Is quite important, and you can do that all inside of Todoist.
• 01:05 Now let's start with team administration.
• 01:08 There are some features that really benefit small businesses when
• 01:11 it comes to team administration.
• 01:13 The first of them are creating recurring reminders and due dates.
• 01:18 Now this is very important if you have a habit of doing something every Friday at
• 01:23 4:30 PM, like check orders for Amazon, then you can set a recurring
• 01:27 reminder to do that, and assign it to someone in the team.
• 01:31 This is quite helpful, and a good way of keeping a healthy habit and routine
• 01:35 without missing out on it amongst all of the other tasks that you have to do.
• 01:40 Another feature is actually assigning a chief of administration for your projects.
• 01:44 This is helpful when it comes to managing different projects, and
• 01:48 administration becomes a lot easier when you assign it to one person.
• 01:53 And the other feature is using the next seven days to plan the week ahead.
• 01:56 A lot of people use this,
• 01:58 as well as the filter section to coordinate what's coming up.
• 02:01 In terms of best practices,
• 02:03 it's really important to shortlist your most common habits.
• 02:07 This could include printing, office security, accounting, planning.
• 02:12 All of those different things,
• 02:14 and actually assign that inside of Todoist to recurring reminders.
• 02:18 The other thing that you can do is use the projects to add in-meeting
• 02:22 activities using time-based tasks.
• 02:24 So for example, let's say you're sat in a meeting.
• 02:27 Start adding some of the tasks set to come out of that meeting, and also,
• 02:31 you can actually add your meetings as time-based tasks inside there so
• 02:35 that all of the team remember what's coming up.
• 02:38 Now in terms of client projects,
• 02:40 it's important to use the feature settings inside of Todoist to coordinate that, and
• 02:44 creating a project per client is something that is very popular for small businesses.
• 02:49 And once you have that project, invite the most relevant people to each project.
• 02:53 You don't have to invite everyone,
• 02:55 you can invite those people that most need to see all of that information.
• 02:59 And you can even invite external freelancers and contractors to help make
• 03:04 that relationship even better and actually assign work to them.
• 03:08 You can also use the comments section to discuss a task's concerns, or
• 03:12 even the importance of the task.
• 03:14 And in terms of best practice,
• 03:16 asking your team how they'd like to manage it before, it's very important.
• 03:20 Organizing routine meetings to discuss improvement for your Todoist account,
• 03:25 and how you manage client projects is very important, too.
• 03:28 So carving out ten minutes every week to quickly discuss
• 03:31 that can really help improve your Todoist account.
• 03:34 Now in terms of a small exercise for your small business,
• 03:37 if you're planning to use Todoist for this,
• 03:40 you need to start tallying up your admin and project objectives.
• 03:43 You need to checklist your routine and project items so that you can help reduce
• 03:47 strain when you're setting up your Todoist account for your small business.
• 03:51 Whether that's a list of all the admin stuff that you do already, or
• 03:55 all of the project stuff you do already and
• 03:57 how you'd apply that inside of your Todoist account.
• 03:59 That's going to be a great way to get set up in your Todoist.
• 04:03 Hopefully you enjoyed this one.
• 04:04 In the next section we'll be talking about how you can use it for students, and
• 04:08 then we'll be diving into how you can use it for professionals.
• 04:11 So I look forward to that one, please do join us there, cheers.

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