As a collaborative tool, DropTask allows all team members to see what other members are working on, create and assign tasks, and group tasks by topic. Being able to see the contributions (current and planned) from peers – which may often spark another idea or collaboration opportunity – provides a sense of community. For example, one architect’s ‘in-progress’ blog about a ‘central sterile processing department project’ could tie into a designer’s case study on ‘healthcare flooring options’ – and the two may inform a thought leadership book on ambulatory care design drivers.
With a team of six dedicated to marketing and business development, a visual, web-accessible tool has become essential for managing our experts’ content creation. The content begins in each project we do with our clients, and tracking its transformation into a blog, video or e-book has become much less challenging with DropTask.
The marketing team use DropTask in a few ways – primarily to manage tasks, ensuring no team member is overwhelmed. Since DropTask is a visual representation of our projects, we can see who has a light load and who has a heavier load, enabling us to pitch in where needed. Our secondary use is, obviously, project management. We have 3 umbrella project boards to co-ordinate our marketing efforts and we use task groups, tasks and subtasks to keep track. So when we open a new office location, for example, that one project is broken down as follows:
Within the Content Creation Project Board we create a group and label it with the new office’s location.
Some of these tasks will have subtasks – for instance all blog related tasks have a minimum of five subtasks each: 1)Write/Review/Edit; 2)Send to (name); 3)Revise; 4)Graphic; 5)Layout. We’ve successfully pushed the writing of many blogs through drafting, editing and posting with the help of DropTask’s open communication lines. Some additional office tasks would include: web platform updates, creating a campaign, updating our website and creating office templates such as letterheads, address labels, business cards, etc.
Depending on the task, we will also change the urgency, importance and effort. We check off tasks and subtasks as they’re completed, and when necessary, we request updates from others and schedule our reminders. For the most part though, marketing’s use of DropTask is self-contained. The entire group has access to all three project boards and each member has the flexibility to invite others, create, delete, complete and change tasks.
The admin team use DropTask as more of a daily, weekly and ongoing checklist. An example of some tasks that appear include the weekly supply orders, maintaining our databases and updating documentation. Since many of these tasks reoccur, the admin team use the calendar function to quickly create recurring tasks, as well as to set reminders and due dates.
Our client contracts are managed and tracked within Accounting. Each office location has its own large task group that contains multiple client contracts, with 6 tasks each representing step-by-step instructions on completing a client contract. These tasks are then assigned dependencies as tasks are completed – Accounting checks them off before providing the information for the next task in the client group. Since these tasks never change, Accounting simply duplicate and rename the entire client contract group as required.
Since DropTask is available on the web – along with native apps for both iOS and Android devices, team members across offices and locations can access their projects at any time. This is particularly helpful in weekly meetings which span offices, as each team member can have their DropTask screen open and as the roundtable discussion is proceeding, team members can add tasks, make updates, and assign people to tasks. Having the ability to assign team members – regardless of team hierarchy, provides a level of independence and allows the team to lean on one another’s strengths to increase productivity.”
“Not an hour goes by that I don’t refer to DropTask, and it remembers everything for me so I don’t have to work in a stressful state.”
“DropTask’s visual style not only made it very easy to explain to everyone how it worked and why we should have it, but it also made all our staff enthusiastic to start entering their own projects.”