A Simple Productivity Hack for Task Management in CRMPlus365

In today’s fast-paced business environment, staying organized and keeping track of tasks is essential, especially for businesses managing multiple projects or clients simultaneously. One of our clients, an event management business, uses our CRMPlus³⁶⁵ app to streamline their operations. Today, we’re excited to share a simple productivity hack that has made a big impact on their daily workflow.

The Challenge

This particular client is a busy event management company with a wide range of responsibilities and deadlines. They rely heavily on the Task feature within CRMPlus³⁶⁵ to manage all of their to-dos, from client follow-ups to event planning checklists. However, with so many moving parts, they needed an efficient way to stay on top of tasks, ensuring nothing slipped through the cracks.

What they wanted was a daily reminder of everything that was due today. But as we discussed their needs, we suggested an additional feature: what if we also included tasks that were past due? They agreed, and that’s when we implemented a simple, yet powerful solution that would drastically improve their productivity.

The Solution: Daily Email Reminders

We set up a system where every day, at exactly 9 AM, the CRMPlus³⁶⁵ app sends an automated email containing a list of tasks that are due today as well as those that are overdue. The client now gets a daily digest of everything they need to focus on, making sure they’re always on top of what needs to get done.

Here’s how it works:

• Timing: Every morning at 9 AM, the email arrives with an updated list of tasks due for the day.
• Content: The email includes tasks that are due today and any that have passed their deadline. It’s a quick glance at what needs attention, which helps our client prioritize their work.
• Subject Line: We recommend a descriptive subject line for each task to make the email easy to scan. For example, the task title might include key details like the customer name or the type of event. Keeping the subject lines short and clear ensures that the email is both useful and easy to navigate.
• Actionable Tasks: The best part of this system is how easy it is to act. With a single click, our client can jump directly to the task screen within the CRM. From there, they can quickly complete the task or follow up on the associated contact or account.
• Completion: Once the task is handled, it can be marked as complete right from the same interface. This simple step keeps their workflow clean and organized without wasting time switching between platforms or tools.

Why It Works

This productivity hack is all about simplicity and efficiency. By automating the process of task reminders, our client no longer has to worry about forgetting important deadlines or overdue tasks. The daily email reminder is clean, concise, and directly links them to the actions they need to take, saving them time and mental energy.

• Time-Saving: With everything they need to focus on delivered right to their inbox, there’s no need to dig through the CRM or manually search for tasks.
• Reduced Overwhelm: The combination of today’s tasks and overdue tasks ensures nothing is left behind, which reduces the risk of missing important deadlines or follow-ups.
• Simplicity: This solution is easy to set up, affordable, and customizable based on the unique needs of the client.

Conclusion

This simple productivity hack has made a world of difference for our client in the event management business. By using the daily reminder system in CRMPlus³⁶⁵, they’ve streamlined their task management, increased productivity, and kept their focus where it matters most. It’s a perfect example of how a little automation can go a long way in helping businesses stay organized and efficient.

If you’re looking to improve your own workflow, consider a similar approach in your CRM system. A daily reminder email, highlighting both current and overdue tasks, could be the productivity boost you need!

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