Teams | Collaboration | Customer Service | Project Management

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Tyler Caskey: How consolidating tools & automation can transform your agency

Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error. Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team. In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.

What's New: What we launched in May 2024

This month we’re thrilled to share several powerful updates that will amplify your planning, collaboration, and user experience. An enhanced Planner app, smarter Azure DevOps integration, and AI-powered alt text suggestions: These updates and more were designed to streamline your workflow and boost productivity. Not to mention we have three accessibility updates to improve how assistive technology works with Miro, helping to ensure everyone can experience the Miro magic.

How to Free Up An Agency Founder's Time for Marketing w/ Danielle Fauteaux

You probably heard recently on this show, from the dozens of agency owners & leaders we spoke to at INBOUND last year, that the number one place they'd invest extra budget dollars (if they magically had them tomorrow) was in marketing their own agency. This begs 2 questions: 1) Why is this such a common answer? 2) What can you as an agency owner start doing to address this common need? (because an extra $10,000/mo isn't likely showing up in your mailbox tomorrow)

How to Monitor Employee Computer Activity? Top 10 Tips

In today’s hectic workplace, it is important to monitor employee computer activity. Let’s say that a company allows its workers to work from home or work in a hybrid work culture so that they will be happier and have more freedom. However, It also makes it more challenging to guarantee that everyone completes tasks and protects sensitive information. This is why observing what employees do over their computers is important.

Enterprise Workflow Automation: Benefits, Examples, And Templates

Enterprise workflow automation is here to set digital shortcuts to automate repetitive tasks. Don’t get us wrong, this term is not new; the concept of workflow automation has been around for decades, evolving alongside advancements in technology. But now, growing organizations work alongside cloud computing, artificial intelligence, and robotics to build powerful tools to automate and streamline their workflows across the enterprise for greater efficiency and agility.

15 Free Gantt Chart Templates in Docs, Word, Excel & More

Project managers often find themselves knee-deep in complex projects—juggling multiple tasks, people, and expectations at once. A detailed Gantt chart template is a great way to bring order and structure to your project management efforts. Here are 15 free Gantt Chart templates to get you started.

Top 9 Meeting Notes Templates to Never Miss Anything Again!

Meetings are an integral part of any business. No matter what position you’re in, you will inevitably have to attend meetings and even make notes. As such, if you’re someone who’s designated to maintain minutes of meetings, then you need a meeting notes template to make your job easier. Starting from scratch every time is inefficient and a waste of time. Using a template allows you to keep things consistent and ensure you cover all important points while saving time and effort.

Introducing Fixed fee budgets: Perfect for project-based work on a set fee

As the saying goes, the best things come in threes. Turns out Teamwork.com couldn't agree more and we’re thrilled to now offer three different budget types: Time and materials, Retainer … and Fixed fee! Perfect for teams that complete project-based work on a set-fee, our new Fixed fee budget offers financial stability, profit margin tracking, and revenue transparency.

Streamlining Your Team's Growth: How to Automate the Employee Onboarding Process

Employee onboarding is the process through which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members. The importance of a well-structured onboarding process cannot be overstated, as it directly influences employee retention, engagement, and productivity.