Optimising Our Workflow
Here is a quick overview of how to effectively use our core tools: HubSpot, Asana, Slack, Box, and Outlook. Understanding when and when not to use each tool can streamline our workflow and improve our productivity.
In summary, by leveraging each tool's strengths with Slack as our heartbeat, we can enhance our productivity and ensure smooth communication. Remember:
| Asana | Slack | Outlook | Box | Zoom | |
| Purpose | ~90% of our internal work | Time-sensitive or emergency notifications, quick check-ins and special channels | External communication | Co-creating/ editing | Go-to for video conferencing and online meetings |
| Types of comms | Actionable work, mass comms, reference material | Urgent requests or questions, targeted announcements | Conversations with people outside of Asana | Shared docs, reference materials | Video |
| Appropriate for... | Staff/team comms, project updates, individual tasks | Reminders (e.g., all hands, special events), targeted announcements | Essential for managing emails & calendars effectively. | Policies, proposals, drafts | Group Video Calls |
| Examples | Work and project tracking, project updates, announcements | Product or facility outages, meeting room changes, running late, casual or fun conversations | Communicating with candidates, customers, or vendors | Comms drafts, proposals, presentation decks |
Team meetings, Pray meetings
|
| Features | It lets us create projects, assign tasks, set deadlines, and track progress. | We communicate in real-time via instant messaging & voice calls. | Features like categorisation and scheduling help us stay organised. | It integrates with other tools for seamless collaboration. | If you use the Zoom App on your computer you can access meeting chats after the meeting. |
| Note | Remember, if it's related to a project, work through it via Asana. | Remember to start threads for focused discussions, especially in busy channels. | Remember to check emails on each of your work days. | Remember to save all documents in Box and share from there. |
Remember to ensure audio and video settings are conf
igured correctly to avoid technical issues. |
Our Ops team would love to tell you more about these tools and support you to grow in your knowledge of them. Don't hesitate to book a call with them to talk about any of these tools! And if you need any kind of tech support on these tools please email: support@generositypath.org.