A common mistake new Pipedrive users make is when they over-complicate their pipelines by having more funnels than there needs to be. I’ve had clients set up pipelines for different types of deals, products or […]
All posts tagged Organisation
One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure […]
When getting started with Asana, it’s tempting to jump straight in, set up a few projects and start playing with all the features. When I work with clients 1:1, I challenge them to think about […]
If you want to be more organised and effective at managing your time, the key is simplicity. People often come to me for help because their systems are overly complicated and hard to manage. They […]
The Workload feature (requires Business) in Asana helps you to visualise your teams current workload and capacity to take on more work. But you have to be careful. It’s easy to set your team up […]
First, if you’ve never used 1Password before, check out my getting started guide. Once you’re set up, here are my 10 favourite features of 1Password.
If you want to be more productive, it’s pretty simple… A lot of books, courses and other resources show you how to build these elaborate systems that help you to be more organised, prioritise your […]
Last week I emailed my newsletter list to learn more about the kinds of things people want to learn about in 2021. And one of the most popular topics that kept coming up is organisation.
In this video, I explain how and why I use iCloud Drive, Dropbox and Google Drive for different purposes. In short, iCloud Drive is my primary document storage solution. I use Dropbox and Google Drive […]
Last week I was chatting with a client who said he’d read that you should spend around 10% of your time planning. My initial thought after hearing this was that it sounded like a good […]