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Product management is a complex and evolving field that requires the right tools to stay ahead of the curve. As we move into 2024, having effective software can make or break a product team's success.
We dive into the 10 best product management tools you should consider in 2024. From AI-powered platforms to visual collaboration tools, we share options to suit different needs.
Whether you’re looking to streamline communication, enhance project timelines, or gain actionable insights, these tools will provide you the edge you need. Ready to elevate your product management game?
Let’s explore the top contenders for 2024!
1. Bash
Bash is a productivity tool that solves the blank page problem by turning your meetings, documents, and information into actionable insights and shareable topics.
You can access a variety of tools that very useful if you’re looking to write reports and strategies through features like summarization, meeting minute writing, and a robust template library.
Bash should be at the top of your list if you’re looking into tools for product managers because:
Update tracking: Follow blogs, news articles, Reddit posts, email newsletters and Google Alerts in one view and quickly turn the information into something new with AI-powered workflows.
Actionable insights: Turn meetings, documents, podcasts and other forms of data into actionable insights and shareable content to keep the product team informed on the latest updates and insights.
Expansive template library: Write product descriptions and sales materials inspired by product information used in internal workflows. Over 80 templates enable you to create and customize documents across departments. Write information and workflow docs for sales, customer success, marketing and operations teams.
Collaboration and sharing: Shareable topics enable any team members or external stakeholder to use AI to ask more in-depth questions or brainstorm on the findings from your product team.
AI-Powered efficiency: You’ll never stare at a blank page again when AI writes the first draft of your meeting minutes, action plans, and summaries.
2. Linear
Linear is a project management tool designed to streamline the software development process with a focus on speed and a keyboard-first user interface. Work with customizable workflows, issue tracking, and integrate with other tools.
Linear stands out as an exceptional product lifecycle management tool for several reasons:
Efficiency and speed: Linear is designed with performance in mind, offering interactions as quick as 50 milliseconds and real-time synchronization.
Keyboard-first approach: Users can manage tasks quickly without relying on a mouse through a keyboard-first interface with extensive shortcuts for virtually all actions.
Structured workflow customization: Set up automated features like backlog management, where issues are auto-closed and archived to keep a clean and efficient workspace.
3. Rock
Rock is a platform designed to streamline product management by combining project management, communication, and integration with other tools. Here's how it can help product teams:
Unified workspace: Rock integrates messaging, tasks, notes, files, and meetings, reducing the need to switch between multiple apps.
Task Management: Track all tasks and priorities with built-in time tracking and project dashboards.
App Integration: Seamless integration with popular apps like Google Drive, Miro, Notion, Zapier, and more, ensuring smooth workflows.
Cost Efficiency: Rock offers unlimited members, projects, and tasks in one simple plan, saving money and improving productivity.
With these features, Rock helps product teams manage projects, communicate, and collaborate efficiently.
4. Amplitude
Amplitude is a product analytics platform that helps companies track and analyze user behavior across digital products. It aims to drive engagement and growth by providing deep data analysis, user journey mapping, real-time analytics, and A/B testing. This enables organizations to understand customer interactions and optimize product features effectively.
Here’s why Amplitude is highly regarded for product management:
Experimentation & optimization: Test, analyze, and scale optimizations effectively to improve product performance with robust A/B testing and experimentation capabilities.
Integrated customer data platform: Work with a single source of truth for user behavior by unifying data across different teams and systems.
User journey analysis: Teams can understand the full user journey through detailed analytics, helping to identify critical touchpoints and optimize user flows.
5. Figma/Figjam
Figma is a design tool that enables users to create, prototype, and collaborate on digital projects in real-time. Product teams can streamline the design process with vector networks, auto layout, and dynamic overlays. Design everything from simple icons to complex interactive applications.
Product teams can work together seamlessly from different locations, making it a popular choice among designers, developers, and product managers.
Figma/FigJam are excellent tools for product management for several key reasons:
Unified design & prototyping: Figma integrates design and prototyping in a single tool, allowing product managers and designers to swiftly move from ideation to interactive prototypes without switching software.
Real-time collaboration: Teams can co-create and iterate on designs and strategies simultaneously since both Figma and Figjam offer real-time collaboration features. .
Versatile use cases: From UX/UI design to wireframing, product marketing and strategic planning, Figma and FigJam cover a broad spectrum of product management workflows.
6. Cron
Cron is a modern calendar application designed for professionals and teams. After its integration with Notion, it is now known as Notion Calendar.
Cron combines advanced scheduling features with Notion's collaborative workspace, making it an effective tool for organizing meetings, deadlines, and projects.
Users also get real-time synchronization, a user-friendly interface, and customization options to suit specific project needs. Here are some standout features that further highlight why Cron is one of the best product manager tools:
Advanced scheduling features: Cron provides sophisticated scheduling capabilities that help product management teams organize meetings, deadlines, and product launches efficiently.
User-friendly interface: Cron is designed to be intuitive and easy to use, making it simple for product teams to plan their workflows, visualize project timelines, and track important milestones.
Customization and flexibility: Teams can customize calendar views and notifications to suit their specific project needs.
7. Arc
Arc is a modern web browser focused on customization, organization, and privacy. It offers unique features such as Spaces and Profiles, which allow users to organize activities efficiently within one window.
Privacy and security are core principles since Arc does not track users' site visits or searches, ensuring a clean and personalized browsing experience.
8. Notion
Notion is a well-known productivity tool that helps product teams with note-taking, task management, databases, and a calendar in one place.
Notion supports real-time editing, sharing, and integration with other popular tools such as Slack. Monday or ClickUp, making it a go-to solution for teams and individuals who need an all-in-one productivity boost.
Notion has versatile features that make it a standout when it comes to product information management tools:
Versatile documentation: Product managers can create, store, and manage all documents—from product requirements documents and roadmaps to meeting notes and project timelines—in one accessible, organized place.
Collaborative features: Everyone from developers to stakeholders can stay in sync with real-time editing, comments, and notifications. Updates, feedback, and changes are communicated instantly through a collaborative environment, improving team efficiency.
9. Miro
Miro helps product teams with functionality such as diagramming, process mapping, whiteboarding, and real-time data visualization. Product managers use Miro for strategic planning, product development workflows, and synchronous or asynchronous teamwork.
Miro is highly effective if you’re looking for product management tools for several reasons:
Visualization tools: Use a suite of visualization options like whiteboarding, mind mapping, and customer journey mapping that help in planning and strategizing complex product roadmaps.
Real-time data visualization: Visualize data and content in real-time to always make informed decisions and ensure all team members have access to the latest information.
10. Coda
Coda is an all-in-one collaborative workspace that combines documents, spreadsheets, and custom applications into one platform, helping teams streamline work.
Coda supports real-time collaboration, integrates with many tools, and offers customizable templates, making it a highly recommended tool for product management and team productivity.
Effective project management software is more crucial than ever. Whether you're leading a small team or managing complex projects in a multi-national corporation, the right tool can be a game-changer.
Tools in project management are about more than just task management. Nowadays, managing projects is about involving different stakeholders, juggling communication channels, and ultimately driving success.
Finding the perfect fit for your unique needs can feel like searching for a needle in a haystack with all the tools available on the market,.
But fear not.
This comprehensive guide will introduce you to the 10 best project management software tools available in 2023.
Our list includes something for everyone – switch up your current tool or start using free project management software for the first time. From feature-rich platforms to streamlined, user-friendly interfaces, let's explore the solutions currently available on the market.
Read our related article on the best remote work tools for teams who are looking to stay productive in 2023.
10 Project Management Software Tools Worth Checking Out In 2023
Let’s delve into the details of 10 tools in project management that are worth checking out this year.
We've done the heavy lifting for you, examining each tool's features, pricing, as well as listing their pros and cons. Read along to learn more about the best project manager software!
Rock is the ultimate project management software tool on the market. All-in-one functionality allows users to switch between tasks, chat, notes, files, topics and meetings without leaving their project space.
Users can start projects with anyone both in and outside of their organization. This makes Rock a great solution for teams what work with clients, freelancers, and other external stakeholders.
Every project space includes native file management and integrations popular providers such as Google Drive, Dropbox, Figma and OneDrive. Users can attach cloud files to task cards and notes to more easily access work on the cloud.
A flat pricing model makes Rock a very attractive tool for project management. Teams can collaborate with unlimited users both in- and outside of their organization without their bill skyrocketing at the end of the month.
Working with more than 5 or 6 people? Then Rock is most probably your cheapest option if you want to access premium project management software functionality.
What Features Are Available Within Rock’s Project Management Software?
Rock offers all-in-one functionality in one place. Reclaim valuable time and focus on your work. Here are some of the key features within the project management tool:
Spaces: You can organize everything into different spaces. Create a space for 1:1s, group conversations, or projects. Add anyone, inside or outside your organization, to a space so they can participate in a conversation, work on tasks, read notes, and access any file they need.
Task Management: You can use Rock to organize all your work. This feature allows you to create, assign, and manage tasks, making it easier to track project progress and deadlines.
Full-fledged Messaging: Rock features a built-in messaging system that allows you to discuss and connect with anyone, reducing the need for multiple communication platforms.
Meetings: You can conduct video meetings directly within the platform. This feature further enhances the platform's role as a one-stop solution for collaboration and communication.
Dashboard: Rock provides a unified dashboard for all your projects, with a built-in time tracker to help you stay on top of priorities.
Custom Workflows: With Rock's API documentation, you can build custom workflows and tools tailored to your team's needs.
Set Aside: This feature allows users to go through their messages, tasks, and mentions and decide what to work on now versus later.
Quick Connect: With Quick Connect, you can start collaborating with anyone quickly using your own personal link. Anyone on the internet that clicks on your link will directly be redirected to a project space with you.
Rock offers two pricing tiers: Free and Unlimited. Pricing is unique to other tools on the market because it's flat. Teams pay a single price regardless of the number of users collaborating in their project spaces.
Free Plan: This plan is best for small projects, and it’s a free software for project management. It includes the following features:
Messaging, tasks, and notes are available in every space.
Up to 50 tasks and 50 notes can be created per space.
Free cloud file storage and meeting integrations.
Import tasks from popular project management and messaging apps.
Unlimited 1:1 peer spaces and 3 group spaces.
Each free group space hosts up to 10 members.
Unlimited Plan: This plan costs $69 per month on a monthly basis and $49 per month if billed yearly, saving 29%. It's best for both small and large teams, especially those who often work with external collaborations such as clients or freelancers.
The Unlimited Plan includes, among other things, the following features:
Unlimited tasks and notes in every space.
Each space hosts up to 1000 members.
Unlimited storage per space is provided.
Online/offline and static user status is available.
Advanced features like time tracker for PRO spaces, 5 managers who can change unlimited spaces to PRO, team dashboard, time tracker dashboard, and custom Quick Connect URL.
Workspaces (50), spaces per workspace (50), group spaces (unlimited), and peer spaces (unlimited) are also included.
The Unlimited plan also provides access to premium features like advanced task functionality, automations, custom integrations, and the ability to build your own bots with the Rock API.
For more information or questions, Rock offers 24/7 customer support and priority support to Unlimited plan users.
Pros And Cons Of Using Rock As Your Project Management Software Tool
The pros and cons of user Rock can vary depending on the specific needs and circumstances of your team or project. Take advantage of the freemium plan to see if Rock is the right fit for you.
Pros Of Using Rock
✅ All-in-one platform: Consolidate messaging, tasks, notes, files, and other favorite apps into one space
✅ Integration with other apps: Work with a large number of other popular tools, such as Google Drive, Dropbox, Zoom, and Github.
✅ Collaboration features: Quickly add other companies, agencies, or freelancers to a space and give everyone access to everything they need to get work done.
✅ Flexible use cases: Rock is designed for a wide variety of use cases, including marketing, startups, freelance, educators, engineering, and more.
✅ Affordable pricing: Upgrade to the Unlimited Plan for a flat price. The paid plan makes Rock a cost-effective solution, particularly for larger teams.
Cons Of Using Rock
❌ Limited offline capabilities: As an online project management software tool, Rock does not offer offline functionality.
What Other People Think About Using Rock
“As a freelancer I work on several projects at the same time with many different people and organization. I use Rock to organize every project in different space, inviting the people I work with. We share plan, tasks, files, and they can follow my workflow, which task is completed or not etc. The massive change compare to Trello and Slack I've been using is that we can discuss at the task level. This means if I'm working on a project with several tasks, we don't have to have endless emails discussing them one by one, the client can just add inputs or comment within the task.” - Capterra Verified Review
"It's easy to use. Quick to setup and basically got all the functions we need to run a collaboration between team members." - Capterra Verified Review
MeisterTask is a comprehensive project management software designed to facilitate effective and efficient team collaborations.
Stemming from the principles of Kanban, MeisterTask presents tasks on a board where they move across columns as they progress through stages. A visual interface allows for an easy overview of project status and workflow at a glance.
The platform is customizable and adaptable, catering to various use cases such as task management, agile project management, workflow management, and teamwork.
MeisterTask Key Features
Kanban-style Project Boards
Task Creation and Management
Personal Agenda Board
Task Assignees and Watchers
Built-in Time Tracker
Attachments
MeisterTask Pricing
MeisterTasks’ management software offers the following pricing plans:
Basic Plan: free, providing core task management features for single users.
Pro Plan: $12 per user per month.
Business Plan: $24 per user per month and is designed for larger teams.
Enterprise Plan: This plan offers custom pricing for large companies with specific requirements. The Enterprise plan is best for large organizations (1000+ employees) looking into software to manage projects
Pros and Cons Of Using MeisterTask For Project Management
Pros of using MeisterTask
✅ Kanban-Style Boards: MeisterTask uses Kanban-style boards to visualize workflows. Board view can help teams better understand their progress and what needs to be done next.
Cons of using MeisterTask
❌ Pricing: Teams can quickly rack up a large bill at the end of the month when paying 12$ or 24$ per user per month.
❌ Potential for Feature Overload: MeisterTask’s project management software offers a lot of features, potentially overwhelming users. Especially those who prefer a more straightforward, simple task management solution.
Hive is a management software designed to optimize workflows, increase productivity, and enable seamless team collaboration.Functionality includes task tracking, time tracking, setting and visualizing milestones, collaboration and messaging, and AI-powered content creation.
Designed for the hybrid working model, Hive is a free project management software that is versatile enough to cater to diverse teams and projects.
Hive offers extensive functionality, but this complexity can sometimes also be an issue for users. Some users have reported finding the interface overwhelming due to the multitude of features and options available.
Additionally, there have been mentions of occasional glitches, and some users have expressed the need for better customer support.
Hive Key Features
Project Management
Time Tracking
Goals
Collaboration & Messaging
Notes AI
Analytics
Hive Pricing Plans
Hive offers three different pricing plans catering to different needs, which are:
1. Solo: This is a free plan aimed at individuals who need to organize their projects in one place. This plan includes:
Up to 2 workspace members
Gantt, Kanban, Calendar & Table views
Email in Hive
Native chat messaging
2. Teams: This is the most popular plan and costs $12/month per user. It's designed for those who need to work without limits and customize their project management experience. This plan includes everything in the Solo plan plus:
Unlimited workspace members
Seven flexible add-ons (extra)
External guest access
Shareable forms
Time tracking
In-app calendar
3. Enterprise: This plan is for users who need more flexibility, extra support, and security. The price isn't listed on the website and you're encouraged to get in touch with Hive for a quote. The Enterprise plan is best for large organizations (1000+ employees) looking into apps for project management.
Pros and Cons Of Using Hive As Your App For Project Management
Pros of using Hive
✅ Integrations: Hive can be integrated with a wide array of external apps, helping to streamline work and centralize information.
Cons of using Hive
❌ Cost Implications: With a rate of $12 per user each month, teams might find themselves with a substantial cumulative expense for management software by month's end.
❌ Learning Curve: Given the wide array of features and customization options, new users might face a steep learning curve.
Trello is a project management tool designed to foster team collaboration and work organization. The platform uses a card-based system where each card represents a task, which can be organized into different lists representing the stages of a project.
Trello strives to make project management simple and efficient for teams of all sizes with features such as automations, power-ups and project plan templates for easy setup.
Although Trello's free project management software is great for visualizing stages, it can lack depth for detailed project management needs. Users have also expressed a need for more robust reporting and analytic features to better track and evaluate the overall progress of their projects.
Standard Plan - $5 per user/month if billed annually ($6 billed monthly).
Premium Plan - $10 per user/month if billed annually ($12.50 billed monthly).
Enterprise Plan - $17.50 per user/month if billed annually ($210.00 annual price per user). The Enterprise plan is best for large organizations (1000+ employees) looking into apps for project management.
Pros And Cons Of Using Trello For Project Management
Pros Of Using Trello
✅ Kanban-Style Boards: Trello uses Kanban-style boards to visualize workflows. Board view can help teams better understand their progress and what needs to be done next.
Cons Of Using Trello
❌ Pricing: Teams can quickly rack up a large bill at the end of the month when paying 5$ or 10$ per user per month.
❌ Potential for Feature Overload: Trello offers a lot of features, potentially overwhelming users. Especially those who prefer a more straightforward, simple task management solution.
Monday.com is a Work Operating System (Work OS) that enables organizations to manage tasks, projects, and team work in one collaborative space. Functionality is designed to suit various team sizes and industries, offering solutions for marketing, sales, engineering, recruiting, and more.
Monday’s management software allows users to create their own workflows, centralize all work and communication in one place, and integrate with other popular tools like Slack, Dropbox, and Adobe Creative Cloud.
While Monday.com’s project management software provides a host of benefits, it isn't without its drawbacks. One common user complaint is about its pricing. Some users feel that the platform can be quite expensive, especially for small businesses or startups.
Furthermore, users have noted a steep learning curve, making initial setup and adoption a challenge.
Monday project management functionality
Boards
Views
Dashboards
Integrations
Automations
Apps
Docs
Monday pricing options
Free Plan - $0 forever
Basic Plan - $8 per seat/month ($24/month total - minimum 3 users) billed annually
Standard Plan - $10 per seat/month ($30/month total - minimum 3 users) billed annually
Pro Plan - $16 per seat/month ($48/month total - minimum 3 users) billed annually
Enterprise Plan - Pricing is provided upon contacting sales. The Enterprise plan is best for large organizations (1000+ employees) looking into software to manage projects
Pros And Cons Of Using Monday Com As Your Project Management Software
Pros Of Using Monday
✅ Customizable views: Monday.com offers 10+ customizable views including Gantt and Kanban, which allows users to visualize tasks and projects based on their specific workflows.
Cons Of Using Monday
❌ Pricing: Teams can quickly rack up a large bill at the end of the month when paying 8$, 10$ or $16 per user per month.
❌ Notification Overload: Some users have reported receiving too many notifications, which can become overwhelming and potentially disrupt productivity.
Microsoft Teams is a unified project management tool that integrates workplace chat, video meetings, file storage, and application integration. The service is part of the Microsoft 365 family of products, providing a hub for teamwork.
Users can create shared workspaces, use AI-powered experiences to make collaboration smarter and easier, and even empower their frontline workers with intelligent operations and seamless communication.
A common complaint from users is that the interface can be somewhat non-intuitive and confusing, especially for first-time users. UI issues within the project management software can lead to difficulties in navigation and locating specific features or tools.
Working with Microsoft Office already? Add the OneDrive integration to your Rock spaces for seamless file access.
Project Management Features In Microsoft Teams
Meetings and Conferencing
Teams Phone
Chat and Collaboration
Teams Devices
Apps
Frontline Workforce Solutions
Real-time Coauthoring
Microsoft Teams Connect
Teams Channels
Microsoft Teams pricing
Teams does not have a free software for project management. Instead, pricing is divided among the following plans:
Microsoft Teams Essentials: Starting from $4 per user/month (Annual subscription—auto renews).
Microsoft 365 Business Basic: Starting from $6 per user/month (Annual subscription—auto renews).
Microsoft 365 Business Standard: Price: Starting from $12.5 per user/month (Annual subscription—auto renews).
Pros And Cons Of Using Microsoft Teams As For Project Management
Pros Of Using Microsoft Teams
✅ Collaborative Workspace: Microsoft Teams integrates with other Microsoft 365 apps like SharePoint, OneNote, Planner, and Power BI, making it a comprehensive platform for team collaboration.
Cons Of Using Microsoft Teams
❌ Integration with Non-Microsoft Apps: While Teams integrates well with Microsoft's own apps, it may not integrate as smoothly with third-party apps.
❌ Notification Management: Users have reported that managing notifications can be overwhelming and confusing.
Asana is a popular project management software that helps teams organize, track, and manage their work. Their primary goal is to facilitate team collaboration and improve productivity.
With a user-friendly interface, Asana allows you to create and assign tasks to team members, set deadlines, and add task descriptions. You can visualize your work in various ways including lists, task boards, calendars, or Gantt charts with the Timeline feature.
Teams can share notes, upload files, and communicate directly in the context of each task or project, keeping all relevant information in one place.
Features that can be found within Asana
Task Management
Project Visualization
File Sharing
Collaboration Tools
Workflow Automation
Integrations
Custom Fields
Goals
Forms
Asana pricing
Basic: This is for individuals or teams just getting started with project management. It's free forever.
Premium: $10.99 per user/month if billed annually ($13.49 billed monthly)
Business: This plan is for teams and companies that need software to manage projects across initiatives. $14.99 per user/month if billed annually ($30.49 billed monthly)
Enterprise: This is Asana's most comprehensive offering, providing powerful, intuitive work management with advanced admin features and security at scale. The price for the Enterprise plan is not provided and you are prompted to contact their sales team for more information.
Asana Pros And Cons For Project Management
Pros Of Using Asana
✅ Features: Asana provides robust features such as task assignments, due dates, project timelines, comments, file attachments, and more.
Cons Of Using Asana
❌ Pricing: Some users find Asana to be expensive, especially for small businesses or startups, as some of the advanced features are only available in the premium tiers.
❌ Overwhelming for Simple Projects: If you're managing a straightforward or small-scale project, Asana might be more complex than you need.
Jira, developed by Atlassian, is a popular issue and project tracking software that provides a comprehensive suite of tools for managing work in agile teams.
The project management software covers aspects from work management and IT service management to agile and DevOps, catering to various team sizes and industries.
One of the most common criticisms of Jira is its complexity. The platform is robust and highly customizable, which can make it overwhelming and difficult to navigate for newcomers.
Jira’s Tools For Project Management
Issue and Project Tracking
Prioritization and Discussion
Fast Release
Reporting
Automation
Templates
Customization
Integration
Open DevOps
Different Pricing Options Within Jira
Free Plan - $0 forever
Standard Plan - $21 per seat/month ($63/month total - minimum 3 users) billed monthly
Premium Plan - $47 per seat/month ($141/month total - minimum 3 users) billed monthly
Enterprise Plan - Pricing is provided upon contacting sales. The Enterprise plan is best for large organizations (1000+ employees) looking into apps for project management.
Jira Pros And Cons For Project Management
Pros Of Using Jira
✅ Strong Support for Agile Methodologies: Jira offers strong support for Agile methodologies, including Scrum and Kanban. Features like customizable boards, backlogs and sprints, make it a good fit for Agile teams.
Cons Of Using Jira
❌ Complexity: The high degree of flexibility and customization can lead to complexity, making it difficult to configure and manage without dedicated administrators.
❌ Cost: While Jira does offer a free tier, the costs can increase quickly as you add more users and need more advanced features.
9. ClickUp
Via ClickUp
ClickUp is a cloud-based project management platform designed to bring all of your work into one centralized location. The platform is designed to be flexible and customizable, enabling teams from all sectors and sizes to plan, organize, and stay organized at work.
ClickUp's goal is to make the world more productive by removing the friction caused by using so many different apps, and to provide a single unified platform for work.
While ClickUp’s project management software is highly praised for its versatility and wealth of features, it also receives some criticism. A common user complaint is about the platform's complexity due to its extensive features and customization options.
Additionally, some users have reported that the software can occasionally be slow and laggy, especially when managing a large number of tasks, which can impact productivity and the user experience.
ClickUp’s Tools For Project Management
Task Management
Customizable Views
Collaboration Tools
Time Tracking
Custom Fields
Integration
Reporting
Automation
Pricing Plans Within ClickUp
Free Forever
Unlimited: $7 per member per month on an annual plan
Business: $12 per member per month on an annual plan
Enterprise: Contact Sales for pricing. The enterprise plan is best for large organizations (1000+ employees) looking into apps for project management.
ClickUp Pros And Cons For Managing Your Project Management
Pros Of Using ClickUp
✅ Collaborative Tools: Users have noted that ClickUp's collaborative tools, like comment sections and document sharing, are very useful for team projects.
Cons Of Using ClickUp
❌ Mobile App: Some reviews indicate that the mobile app could be improved in terms of functionality and performance.
❌ User Interface: A few users have noted that the user interface could be more intuitive and user-friendly.
10. Basecamp
Via Basecamp
Basecamp aims to eliminate the need for multiple apps for chat, file sharing, tasks, or basic scheduling. Thereby, reducing time spent bouncing between different platforms and increasing overall productivity.
Users are offered a unique set of tools for project management like Hill Charts, Campfire and Card Table.
While Basecamp is lauded for its simplicity and ease of use, some users have expressed dissatisfaction with its lack of advanced features, such as Gantt charts and time tracking, which are commonly found in other project management tools.
Lack of functionality may limit its applicability for teams or projects that require more complex or specialized project management functionalities.
Basecamp Project Management Features
Home Dashboard
Messages
File Sharing and Discussion
Schedule
Automatic Check-ins
Reports
Pings
Pricing Options within Basecamp
Basecamp does not offer a free software for project management, instead users can make use of a 30-day trial. Instead, it offers the following two plans:
Basecamp: The pricing model is on a month-to-month basis and is charged at $15/user per month. Only employees are billed, and guests can be invited for free.
Basecamp Pro Unlimited: The cost is $299/month, billed annually with no per-user charges. If you prefer to pay month-to-month, it’s $349/month.
Basecamp Pros And Cons For Managing Your Project Management
Pros Of Using Basecamp
✅ Project Organization: Users appreciate the centralized location for project management, including task assignments, discussions, file sharing, and scheduling.
Cons Of Using Basecamp
❌ Integrations: While Basecamp does integrate with some other tools, users have expressed the desire for more extensive integration capabilities with external apps and services.
❌ Pricing: Some users find the pricing model, especially for small teams, to be more expensive compared to other project management tools.
Get The Most Out Of Your Work With The Best Project Management Software
Wave goodbye to clutter, chaos, and confusion. Embrace the power of seamless collaboration, streamlined communication, and effective tools in project management.
Rock is the best project manager software. You're not just managing projects, you're mastering them. Elevate your teams, optimize your workflow, and start making every project a success story today.
Your journey to effortless project management starts here! Time to get the most out of your work, one project at a time.
What is file management? File management, in its simplest form, refers to the process of organizing and controlling data files stored on the cloud, or a device, such as a computer or smartphone. Virtual filing systems involve the way files are named, stored, retrieved, and organized.
The situation is all too familiar: you know the file you need, if only you could find it! The file could be in your inbox, desktop, or maybe someone else has a more recent version?
You unnecessarily waste time when you’re spending hours searching through work files. Different types of filing then become a roadblock that's entirely avoidable.
How can we avoid doing deep dives into unknown folders? For starters, it doesn't involve plumbing the depths of inboxes or shared drives.
Read on to learn more establishing an effective file management system for your project management!
What are the benefits of a file management system?
When left to their own devices, each worker will likely organize their documents and files in their own way - some may be similar to each other, while others may be wildly unique.
A good file system will standardize the organization of information so everyone is familiar with the structure and location of documents. It should also make the information more accessible so it can be used more easily.
You’ll be able to leverage the following benefits when implementing structured file management:
Improved organization: Systematically organized work files are easy to locate and access when needed. You can also prevent duplicate files taking up unnecessary storage space.
Increased productivity: When virtual files are easy to find and manage, you waste less time searching for them thus improving effectiveness and efficiency.
Version control: A virtual filing system often includes version control features. Use version control to track changes, revert to previous versions, and prevent accidental overwrites.
Scalability: As your organization grows, so does the amount of data. A good file management system can scale with your needs, making it easy to manage an increasing number of files.
With an intuitive structure, new team members will be able to pick up on how things are done more quickly and anyone can find important details without needing to bother another team member.
Free Simple Project Planner Template
Kickstart New Projects 10x Faster
Work with tasks, chat, notes, files and meetings in one place.
Asynchronous work is a work style that allows team members to complete their tasks and communicate on their own schedules, rather than requiring immediate responses or actions. In other words, work doesn't have to happen in real-time or face-to-face. Team members can contribute whenever they can or prefer, within agreed-upon deadlines.
Structured virtual file systems help keep your team on the same page. Whether team members log on at 6am or 6pm, they don’t have to ping a coworker to find an important work files.
Well organized files are a must for asynchronous work to succeed. Synchronous communication becomes needed when people can't access important information in their own time. Subsequently, certain team members block work progress when others can’t find their files
A well organized file system provides structure and an intuitive arrangement of important documentation. You won’t need to wait for a coworker to log on to get information because information is easy for you to retrieve and use.
Free Project Management Template
How to Work Effectively & Efficiently
Work with tasks, chat, notes, files and meetings in one place.
A logical grouping of folders and files makes information more navigable that people outside your organization — like clients and freelancers. In today’s interconnected world, it shouldn’t be a hassle to connect outsiders to your teams digital file organization.
The correct file management system makes it easier to loop key stakeholders in. Any invited person can review and revise files wherever they can connect to the internet. Hosting your work files on the cloud also means that you won’t need to track multiple versions of the same file.
When external partners are more involved in the review and editing of files, the flow of communication is better and you can be confident that you’re delivering a better product.
Free Stakeholder Engagement Plan Template
Don't Leave Stakeholders in the Dark
Work with tasks, chat, notes, files and meetings in one place.
6 Popular File Management Systems That You Can Use For Free
In an era where digital data is integral to our daily operations, the importance of efficient file management cannot be overstated.
Whether you're an individual trying to keep your personal documents in order, a small business owner juggling multiple tasks, or a team leader coordinating collaborative projects, reliable documentation management systems can be a game-changer.
Fortunately, the market offers a variety of robust virtual filing systems that are not only user-friendly but also free to use. Next up, we'll delve into six popular free file management systems that can help with staying organized at work.
Rock features a file management system that enables teams to store files in multiple different formats through the files mini-app. Every project space comes with file storage where your team can store relevant work files in a single place.
Any file that is uploaded to the chat, notes and topics mini-apps also become easily retrievable from within the files mini-app.
Rock also features free cloud integrations with file management systems such as Figma, Google Drive, Dropbox, OneDrive, Adobe CC and Smartsheet to Rock spaces. These files can then directly be added into individual task cards, notes and topics.
🚀 Run any project on Rock, work together within seconds and stop switching between different apps to get work done. Try it out for free!
2. Google Drive
Google Drive is readily available to just about anyone with internet access. With it, you can upload documents to your Drive or create new ones. You can store documents, work files and folders in the cloud; readily available for everyone.
When you give team members or clients access to files, you can determine whether they’ll just be able to view the file (good for clients or final drafts) or if allow them to edit the work files. This ensures only the appropriate people are making changes to documents.
🚀 Rock offers a free integration with Google Drive in every project space. Add relevant folders and attach documents to tasks, notes and topics for easy access. Try it out for free!
3. Dropbox
Dropbox provides a centralized file management system that’s cloud-based. Tailor your organization structure and file hierarchy to your team’s needs and workflows with a customizable system.
With these features, you can ensure that file organization is easy to understand. Additionally, you can navigate and track different versions of work files because edits are synced almost instantaneously.
🚀 Rock has a free file management integration with Dropbox in every project space. Attach folders and documents to tasks, notes and topics for seamless project management workflows. Try it out for free!
4. OneDrive
With Microsoft’s OneDrive, workers can access files anywhere since it is also a cloud-based file management system. OneDrive enables people to edit, share and collaborate more easily. OneDrive also connects seamlessly with some organizational platforms.
Think of Word, Powerpoint and Excel easily integrated into your documentation management systems.
🚀 Rock offers a free file system integration with OneDrive in every project space. Add relevant folders and attach documents to tasks, notes and topics for easy access. Try it out for free!
5. Smartsheet
Smartsheet is a cloud-based platform that combines elements of project management, task collaboration, and a file management system into one versatile tool. Teams can plan, capture, manage, automate, and report on projects, all while storing and organizing related files and documents.
A spreadsheet-like interface allows users to navigate and manage data. Robust file management ensures that all project-related files are easily accessible and securely stored.
🚀 Rock offers a free file management integration with Smartsheet in every project space. Add relevant folders and attach documents to tasks, notes and topics for easy access. Try it out for free!
6. Notion
Notion is an all-in-one workspace that combines elements of note-taking, database management, project management, and digital file organization into one platform.
Individuals can create, share, and manage a wide range of content, from simple notes to complex projects. Within its user-friendly interface, Notion's file management system enables users to store, organize, and access related files and documents.
🚀 Rock offers a free work files integration with Notion in every project space. Add relevant folders and attach documents to tasks, notes and topics for easy access. Try it out for free!
Streamline your digital file organization
Introducing streamlined file management can make your team’s everyday lives easier and less stressful.
Pat yourself in the back if you already have a unified system in place and have avoided different types of filing. But remember, simply having a file management system in place isn’t enough. Your documentation should be optimized to work with other remote work tools and your team, aligning with your workflows and always remaining intuitive.
With a digital file organization, you can empower your team by giving them convenient access to the information they need. With the right information at their fingertips, they can boost their productivity and streamline their work.
Since they can get relevant work files and folders whenever they need to, your team can eliminate roadblocks and extra steps from the process.
Start collaborating with Rock.
Messaging, tasks, notes, files, and all your favorite apps in one space.
Starting a new project can sometimes feel like setting sail in uncharted waters. While mapping out a clear plan is crucial, getting started can often feel like a daunting task.
To assist you in your next project, we have curated a collection of 16 must-have project plan templates that are absolutely FREE. Workflow templates are designed to address a wide array of project types, simplifying your planning process.
Whether you're a seasoned project manager or a beginner, these project management templates will act as your compass, leading you to project success.
Looking for an efficient way to manage SEO projects? Streamline your SEO workflow and ensure that content is optimized for search engines.
Search engines demand constant adaptation and improvement to stay relevant. To be productive, an SEO project plan template needs to be well-documented, data-driven, and easily accessible.
Whether you're working on keyword research, outlines, or optimization, this template has everything you need to manage your content.
Your workspace in the project plan template also includes features like notes and files, as well as chat and meeting integrations. It is designed to help you produce high-quality content that attracts traffic and improves search engine rankings.
SEO content creation requires ongoing adaptation and improvement
An efficient SEO workflow needs to be well documented, data-driven, and easily accessible
Access a step-by-step guide for keyword research, content outlining, creation, optimization, and promotion
Features like notes and files, as well as chat and meeting integrations, help keep all information and discussions centralized
Follow the step-by-step guide and leverage all the features to produce high-quality content that attracts traffic and improves their search engine rankings. Start using the template for planning freely and start ranking in search engines today!
The way you onboard your customers sets the tone for your relationship, establishes expectations, and aligns goals. If done poorly, it can lead to miscommunications, missed deadlines, and ultimately, a strained relationship. But fear not, because we have the solution!
Introducing our comprehensive client onboarding project plan template. Designed to be universal and applicable to various types of agencies and freelancers. This checklist will guide you through the seven stages of the client onboarding process, providing actionable insights and best practices at each step.
By adopting this project management template, you'll be well on your way to fostering successful, long-lasting client relationships.
Main takeaways:
The checklist includes stages such as conducting an onboarding questionnaire, sending a welcome letter, planning kick-off meeting…
Each stage of the project plan template provides actionable insights and best practices for successful onboarding.
The template for planning onboarding enables agencies and freelancers to gather comprehensive client information, assign a dedicated team, understand client needs and expectations…
In today's fast-paced world, having a well-defined process for marketing campaigns is crucial for success. It can save you time, reduce stress, and ensure that your marketing efforts yield the desired results.
However, for many marketing professionals, managing campaigns can be overwhelming and disorganized. That's where our custom template comes in to help.
Key Benefits of the marketing campaign project plan template:
Increased efficiency: Allocate resources more effectively and reduce time spent on managing campaigns.
Improved organization: Clear task assignment and defined responsibilities eliminate confusion and enhance overall organization.
Strategic planning: Align marketing efforts with business goals to take a strategic approach to planning and executing campaigns.
Higher ROI: Streamline processes, improve organization, and make data-driven decisions to significantly increase marketing ROI.
Better adaptability: Quickly identify and respond to market changes or consumer behavior to keep campaigns relevant and engaging.
To unlock the full potential of your marketing efforts and drive business growth, invest in effective marketing campaign management. Get started with the dedicated project management template and say goodbye to disorganization, while maximizing ROI.
Planning an event can be a complex and time-consuming process. However, with the right tools and resources, you can streamline the planning process and ensure a successful event. That's where our Free Template comes in.
This template for planning events covers various stages of making an event a reality;, including goal setting, venue selection, budgeting, branding, publicity…
With our free event project plan template, you'll have a step-by-step checklist to guide you through the entire planning process. From setting goals to post-event tasks, stay organized and ensure a successful event.
The creative workflow project plan template is a user-friendly solution that helps organizations organize, plan, and oversee the production of creative content. Your team can improve efficiency, communication, and the overall creative output by implementing the project plan example.
Outline your content requirements, set deadlines, assign tasks to team members, and track progress in real-time. By streamlining your workflow, you can eliminate bottlenecks, improve collaboration, and boost productivity.
Don't miss out on the advantages of a well-organized content creation process. This project management template sets you up for a timely delivery of high-quality content by ensuring important steps are not overlooked.
This streamlined workspace is designed to kickstart your next project with ease. How you plan projects does not have to be complicated. Get started with intuitive functionality that can be shared by inviting others to your space!
The dedicated project management template provides a visual way to organize tasks, ideas, and progress; making it a great tool for teams and individuals alike.
The template includes four lists: Brainstorm, TODO, DOING, and DONE.
The Brainstorm list helps generate and refine ideas by answering key questions.
Once an idea is fleshed out, you can create a task and add it to the TODO list.
The DOING list is for tasks currently in progress.
When tasks are completed, they can be moved to the DONE list.
Additional lists and labels can be added for enhanced organization.
Messaging functionality alongside note-taking, videoconferencing and file storage can be accessed from the same workspace.
The project plan template is suitable for solo projects or team collaborations.
This simple template for planning is a powerful and user-friendly setup for organizing and managing projects. Using it offers you a streamlined workspace for brainstorming, tracking progress, and celebrating accomplishments.
Missing deadlines can be a costly mistake in content marketing. Stay on track with a checklist-based project plan template. Ensure that every step in your content creation and distribution is completed, including social media promotion and meta descriptions.
No more wondering if you've forgotten something - workflow checklists keep you organized and efficient.
This example of a project plan includes features such as task management, messaging, and integrations with various tools. All these features are present to make it easier to monitor the blogging workflow and collaborate with team members.
In today's competitive business landscape, providing exceptional customer service is not just a nice-to-have; it's a must-have.
Customers have more choices than ever before, and their expectations for great service are higher than ever. Organizations that fail to meet these expectations risk losing valuable customers and damaging their reputation.
So, how can businesses effectively manage their customer service to ensure customer satisfaction and loyalty? That's where this project plan template comes into play:
Using the task board as a customer relationship management (CRM) system help businesses manage customer interactions and data.
Collecting and analyzing customer feedback is essential for improving products and services.
Effective customer service management leads to higher customer satisfaction and retention.
Ongoing effort is required to meet evolving customer expectations and compete in the market.
To streamline customer service, businesses can use this dedicated workspace to document and discuss different customer interactions and feedback points.
Effective agile sprint planning is crucial for staying organized and accomplishing tasks in the fast-paced world of Scrum. Project management templates offer a reliable sprint workflow that streamlines the process.
A project plan offers predefined tasks, functionality for day-to-day work, team communication, and meeting agenda sharing.
WBS outlines tasks, subtasks, dependencies, and assigns them to team members.
Setting KPIs helps measure progress and effectiveness in achieving sprint goals.
Retrospective is a feedback stage for identifying improvements and refining processes.
The project plan example is user-friendly, versatile, and can be used unlimited times.
Streamline your Scrum process, increase efficiency, and achieve optimal results in every sprint. Take the next step towards becoming a high-performing and successful engineering team.
Are you a freelance designer or branding specialist looking to keep your branding design process organized? Look no further than this dedicated project management template!
Use this project plan template to streamline the branding steps and ensure that both you and your clients know what's happening at every stage of the branding process.
Break the work down into manageable tasks to ensure that you never miss an important step. The design project management template allows you to track progress, assign tasks, and collaborate with your team and/or clients.
Break down the brand process into manageable tasks.
The project management template allows you to track progress, assign tasks, and collaborate effectively.
Ensure that you never miss an important step when branding a new product or service.
The example of a project plan covers all key stages, including onboarding, creative brief, discovery, design phase, client review meetings, revisions, and final handoff.
Keep clients updated on progress and aligned with their vision.
In conclusion, the Branding project plan example is a valuable tool for freelance designers and branding specialists. Give it a try to experience the benefits firsthand.
Are you tired of sifting through stacks of resumes, trying to keep track of candidate progress, and juggling communication channels?
As a human resources professional, recruiter, or hiring manager, your time is precious. You need a solution that simplifies and streamlines the recruitment process. That's where a recruitment project plan template comes in.
A recruitment tracker is a powerful tool that can revolutionize the way you manage and monitor the hiring process. With the ability to consolidate all recruitment-related information in one place, project plan template eliminates the need for scattered spreadsheets, messy email threads, and endless file searches.
Key points discussed in the project management template:
Rock is a comprehensive candidate tracker that streamlines the recruitment process.
Rock offers features such as notes, files, meetings, and tasks to enhance efficiency.
The example of a project plan includes lists for resume review, interviews, offers, rejections, accepted candidates, and the option to customize and personalize.
This project plan template for tracking applications is a useful tool for HR departments, recruiting agencies, and hiring managers to streamline the recruitment process. Take the next step and experience recruitment made easy!
Managing multiple integrated campaigns can be challenging, especially when it comes to organizing content and assets. This inbound marketing project plan template solves collaboration challenges within your inbound marketing strategy through intuitive, all-in-one functionality.
Inbound content marketing focuses on creating valuable content to attract and convert leads.
The process involves attracting, engaging, converting, nurturing, closing, and delighting prospects.
The inbound content marketing template offers a centralized location for content and assets.
The project plan example streamlines task management and facilitates collaboration within the team through chat, notes and files.
Using tools like Rock can improve workflow and boost marketing results.
Managing an inbound marketing strategy can be overwhelming, but with our project template, you can streamline your workflow and maximize the efficiency of your day-to-day collaboration.
Plan projects today and see how it can improve your workflow and boost your results. Take the next step towards enhancing your inbound marketing strategy and gaining a competitive edge in today's digital landscape.
Our development roadmap project plan template revolutionizes your process by providing a clear, organized, and collaborative approach.
Say goodbye to scattered Google Docs and hello to efficient task management and streamlined communication. Get started for free and take your product management to the next level.
A product roadmap communicates the vision, direction, and progress of a product over time.
Roadmaps are crucial for aligning stakeholders and prioritizing development.
The product roadmap template includes themes, features/epics, timeline roadmap, status updates, and resources.
Task management can be helpful for visualizing progress in the roadmap.
The free product roadmap project plan template suggests stages such as sharing ideas and suggestions, product design…
The roadmap project plan example offers a comprehensive tool for product managers to effectively organize and prioritize their product development. By following the suggested stages, product managers can track progress and optimize their workflow.
Building a new website can be complex and time-consuming, but with the right roadmap, you can create a successful website. Streamline the process and finish up your successful and well-designed website well before the due date.
The website development process involves creating, designing, and launching a website.
A well-developed website is functional, visually appealing, and user-friendly.
Benefits of an effective web design workflow include clear objectives and goals, efficient resource management, improved communication and collaboration, and better project management.
The website building template helps organize web design projects and gather necessary information.
The project management template allows for easy collaboration and documentation in a single project space.
Don't let building a new website overwhelm you. Plan projects effectively and create a successful website with ease. Get started today and experience the benefits of a streamlined process.
Stakeholder relationship management is a critical component of any successful organization. But how can you ensure that the management of stakeholders is both effective and efficient?
You can do just that by following the step-by-step process outlined in our stakeholder project plan template. Start working with tailored strategies and processes that address the unique needs and expectations of each stakeholder group.
Identifying stakeholder communication tasks: List all communication tasks related to stakeholders, such as updates and meetings, to create a foundation for the task board.
Crafting task cards: Write each communication task on a separate card with relevant details, such as stakeholder name and due date, which will be used to populate the task board.
Organizing tasks on the board: Arrange task cards in columns based on their current stage in the communication process to provide a visual organization and easy identification of task status.
Assigning responsibilities: Clearly indicate team members responsible for each task to foster accountability and collaboration within the team.
Updating the board regularly: Move the task cards across columns as tasks progress, enabling progress tracking and prompt issue resolution.
Conducting regular reviews: Periodically review ongoing tasks with the team to discuss progress, address challenges, and plan for future communications, promoting open dialogue and collaboration.
Implementing this project management template helps streamline communication processes, enhance collaboration, and ensure timely interactions with stakeholders.
Are you a graphic designer looking to create a portfolio that will impress potential clients and showcase your skills?
Gone are the days of spending hours trying to figure out the best way to present your work.
Our project plan template provides a clear and intuitive task management process, ensuring that every essential aspect of creating a graphic design portfolio is covered. Now, let's dive into the stages our template walks you through.
Research and gather data to tailor your portfolio website to impress clients
Design wireframes and mockups that incorporate cohesive and polished elements
Choose the right content management system to showcase your work effectively
Test your website for functionality and user-friendliness
Showcase your best work through case studies and testimonials
Employ strategies to launch and promote your portfolio website effectively
Our example of a project plan for portfolio design provides a simple and efficient way to create an impressive preview of your graphic design skills.
Whether you're an experienced professional or just starting out, this project plan example will save you time and effort while showcasing the best side of your business.
Must-Have Project Plan Templates: Access More In The Template Gallery
The project plan templates highlighted in this article are only the tip of the iceberg. With the breadth of templates available in our Template Gallery, you're sure to find a design that fits your unique project needs.
Whether you're managing a small team project or overseeing a larger, more complex initiative, the right project management templates can make all the difference.
So, don't stop here. Dive into the Template Gallery to explore more options and discover the perfect layout that will guide your project to success.
In this release we're introducing Rock webforms, adding the ability to display thumbnails on the task board, and making a ton of other improvements to the core Rock experience. Interested in learning more? Check out the key changes below:
Webform - add a Rock webform to any website and when an entry is submitted a task is created in Rock. Use this for incoming requests, sales inquiries, or support tickets, and do the follow-up in Rock.
Thumbnails on the task board - see images on the task board so you can quickly see creative, visuals, and other attachments without having to go into a task.
Scheduled messages- send messages when people are going to be online by scheduling these based on their timezone.
Workspace improvements - instead of automatically adding everyone to all spaces in a workspace, you can now selectively invite people to a specific space.
Minimize space panel - need a bit more space for your space? You can now minimize the space panel so you can see more. No larger monitor needed.
Tons of other improvements - from improved task objects in chat to improvements on the way you navigate around Rock, we've added tens of small improvements that will keep you rocking.
Embeddable Rock webform
Set up new webforms between your website and Rock, available in both free and PRO spaces. Rock webforms automatically convert new website responses into tasks, creating a more centralized and intuitive flow of information.
This makes it easier for website visitors to contact you and allows your team to access and handle new form submissions without leaving Rock.
Here are some instances where the new webform could benefit to your team operations:
Product demos and consultations: Create a form that allows visitors to request a demo or consultation. This helps you gather pre-sales information while also directly assigning a new lead to a space member.
Contact forms: Add a "Contact Us" form to allow visitors to ask questions about your business or products and collect their information for future marketing. Visit our contact page to see this example in action!
Newsletter sign-up: Add a form for visitors to seamlessly sign up for your mailing list to stay engaged with updates, promotions and other important business announcements.
Feedback: Collect reviews or feedback from visitors on a specific product or service. You can use labels to categorize all information within your dedicated Rock space.
Event registration: Make it easy for attendees to register for your next digital or in-person event.
Check out our support page to see the webform in action, feel free to leave any feedback, queries or share anything else with us.
The new webform feature has been made available in both free and PRO spaces. Any user with admin permissions in a space can access the feature by visiting the space settings.
It is now possible to display images on tasks when viewing the Tasks mini-app in board view. This can increase clarity on how to operate tasks, improve engagement or bring more personalized branding to your projects on Rock.
To set an image as a thumbnail, follow these simple steps:
Upload an attachment in .PNG .JPG or .JPEG to a task.
Hover over the element and select “Set as task preview”.
Done! Your preview now shows on the board view. To remove the preview, repeat the steps and click on “Remove thumbnail”.
Workspace improvements
We have implemented an update to workspaces that enables you to selectively invite users to specific spaces within a workspace.
This means that once a user is invited, they will only be part of the spaces chosen by you, and will not automatically become a member of any current or future spaces added to that workspace.
To invite a new user to specific spaces, select the "invite manually" option in the workspaces panel.
Next, ensure to deselect the default option of "invite to all workspace spaces". Then, manually choose the users you want to invite to the subset of spaces in the workspace.
Once you have selected all desired users, press the "next" button.
You now have the option to choose which spaces to add the user to. They will no longer be automatically included in new spaces added to the workspace or already existing spaces within your workspace.
Remove link previews
You now have the ability to eliminate the thumbnail previews for links shared in chat. This change will be reflected for all users sharing the chat space with you.
To remove a thumbnail, simply hover over it once it appears and click the "x" button. Keep in mind, once removed, the thumbnail cannot be restored for that specific message.
Jump to message
Want to quickly access the original message in a notification or thread? The chat panel now offers the option to jump to the message in the chat.
This makes it easier to view past conversations and navigate through messages in your different spaces and discussions. To activate the feature, simply select “Jump to Message” at the top of the panel.
Minimize spaces panel
Maximize your Rock spaces view by hiding the spaces to the left. This feature can be easily enabled by pressing “hide” at the top of the spaces view.
This reduces clutter and increases the size of an open mini-app in a space, making it easier to get work done within your different workstreams.
Tasks objects in chat, now with due date and assignee status
Task objects now provide a more comprehensive view when shared in a space. Along with the standard information, we have added due date and assignee status.
This additional information will automatically appear when creating a new task or mentioning a task in your next conversation.
Time tracker improvements
We have made numerous improvements to the time tracker. This should result in a smoother experience overall with bug fixes and speed improvements across the board. Additionally, the format of the CSV exported from the time tracker has been updated.
To export tracked time in a CSV follow these steps. Go to your personal time tracker or the time view in the management dashboard -> set the desired time frame -> select "export" in the top right corner of the view.
Scheduled messages (unlimited)
Send messages or polls at a convenient time by scheduling them. This enables you to send messages at a time that aligns with your team members' time zones, plan ahead or set reminders.
The unlimited plan is available for everyone, and limits for the free plan are now in effect. All users have access to free spaces, but with limitations.
FREE spaces are limited to creating 50 tasks and notes, adding 10 members, and uploading 250MB of files per FREE space.
Free users can also create only 3 group spaces and one workspace. However, you can create unlimited 1:1 spaces and use the Chat and Topics mini-apps without any restrictions.
Upgrade today and unlock access to PRO spaces for your team, partners, clients, freelancers and anyone else that wants to collaborate together with you on Rock.
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Join the Rock team as we build the future of collaboration and productivity. Learn more about upcoming features, share product suggestions and access the latest resources and events from the Rock team. Everyone is welcome to join through this link.
The way we interact with our clients can make or break a business relationship. Client communication can be seen as an intricate dance - one wrong move can lead to a misstep, and potentially a fall.
Communication is your ticket to success if you pay attention and learn to do it effectively. - Theo gold
This article is your guide to mastering the dance of communication, ensuring your team always stays in step with your clients. Let's dive into the essential etiquette rules with 10 do’s and don’ts your team should know.
Apply these habits today and transform your client relationships from good to great!
Why is effective client communication important?
The most important thing when it comes to client communication is understanding why you need to properly communicate in the first place.
Here are some of the main benefits you can get out of effectively communicating with clients:
Building trust: Clear, consistent, and open communication helps establish trust between a business and its clients. You show that you value the input clients provide and are committed to meeting their needs.
Understanding needs and expectations: Communication with clients allows you to understand the project better. By actively listening and responding appropriately, you can provide tailored solutions that align with your shared goals.
Problem-solving: Issues and misunderstandings are inevitable in any business relationship. Effectively communicating with clients enables you to address these problems effectively and efficiently, minimizing their impact on the client relationship.
Client retention: Clients are more likely to stay with a business that works effectively with them. Regular updates, prompt responses, and proactive outreach make clients feel valued and appreciated, increasing their loyalty.
New business referrals: Word-of-mouth referrals are still one of the most effective forms of marketing. When you communicate effectively, clients are more likely to refer your services to others.
Boosting your sales: Through effective communication, you can identify upsell or cross-sell opportunities. By understanding your clients' needs and providing value, you can increase sales and drive business growth.
Remember, effective client communication is not only about speaking or delivering a message. It's also about listening, understanding, and responding in a way that adds value and strengthens the client relationship.
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
Client communication: 10 do’s and don’ts your team should follow
Navigating the world of communicating with clients can sometimes feel like walking a tightrope. The right words strengthen relationships, foster trust, and drive business growth. Meanwhile, missteps can lead to misunderstandings, lost opportunities, or damaged reputations.
So, how can your team ensure they're always on the right side of this delicate balance?
Below, we’ve listed 10 do’s and don’ts to provide a foundation for client communication and set your team up for success.
1. Do actively listen to your clients
Active listening is about fully engaging with the client. Show empathy and understand the underlying messages or emotions being conveyed.
You’re not just listening so you have something to reply back; you’re listening so that you can get to know the client better. With active listening you enrich your partnership by encouraging honesty, collaboration, and mutual understanding.
Here's how you can implement active listening in client communications:
Pay attention: Focus on the speaker, avoiding distractions.
Show that you are listening: Use non-verbal cues (like nodding or maintaining eye contact) and verbal affirmations (like "I see" or "Noted") to demonstrate that you're engaged.
Provide feedback: Summarize or paraphrase what the client has said to ensure you've understood correctly.
Ask questions: Ask clarifying questions to gain a deeper understanding of the client's needs or concerns.
Avoid interrupting: Allow the client to finish their thoughts before you respond.
Remember, active listening is one of the client communication skills that that takes practice to develop. However, its impact is significant and well worth the effort.
🎁 Free resource: Don't let your voice be drowned out in the noise of the world—take control of your life through the Assertiveness Training Template.
2. Don’t make it all about you
Remember, client communication is about understanding and meeting the needs of the client. Don’t spend the valuable time you have together just talking about your own products, services, or achievements.
Here are a few strategies to ensure the focus remains on the client:
Open-ended questions: Encourage clients to share more about their needs, concerns, and goals through open-ended questions.
Listen more, talk less: Allow the client to do most of the talking. Gain a deep understanding of their situation first, then provide input second.
Tailor your responses: When you do speak, ensure that your responses are tailored to the client's needs. Highlight how your products or services can address their specific challenges.
Show empathy: Demonstrate that you understand and care about the client's concerns.
Communicating with clients is a two-way street. By ensuring the focus remains on the client, you're more likely to build successful, long-lasting business relationships.
3. Do respect your client’s time
There’s a saying that “time is gold,” and it rings true especially when it comes to client communication. Everyone's time is precious and demonstrating respect for your client's time can significantly enhance your relationship with them.
Here are the two main reasons why respecting your client’s time is so crucial:
Increases efficiency: By being concise and staying on topic during communications with clients, you can ensure that conversations are productive and efficient. This is especially important in meetings, where time is often wasted on irrelevant details.
Promotes Professionalism: Respecting time is a professional courtesy that can enhance your reputation and image in the eyes of your clients.
To respect your clients time, consider implementing these strategies:
Be punctual: Always be on time for meetings and calls. If you're running late or need to reschedule, notify the client as soon as possible.
Stay on topic: Keep conversations focused on the topic at hand. Avoid going off on tangents that may not be relevant to the client. A meeting agenda can be helpful to do so.
Respond timely: Reply to emails, calls, or messages in a timely manner. Even if you don't have a full answer yet, a quick acknowledgement can let the client know you're working on their request.
Set clear expectations: Be clear about timelines for deliverables. If a delay occurs, let the client know as soon as possible and provide a new estimated timeframe.
Choose the correct communication channels: cancel the meeting if you can just send an email or assign a task and get the same result. Being intentional when you communicate with clients shows them that you take your partnership seriously.
🎁 Free resource: Ready to become a well-rounded expert on canceling meetings? Get started with the dedicated FREE template!
4. Don’t be afraid to set boundaries
While it's crucial to be responsive and available to your clients, it's equally important to establish clear boundaries. Maintain a balanced and healthy business relationship and clearly define what to expect from each other.
Here's why setting boundaries is crucial in client communications:
Managing expectations: Manage your client's expectations about what they can and should expect from you. Include availability hours, response times, scope of work, and more.
Preventing burnout: Constant availability can lead to stress, a toxic work culture and burnout for you and your team. Ensure that everyone has the time they need to rest, recharge, and maintain peak performance by setting boundaries.
Professionalism: Boundaries help maintain a professional relationship with your clients. Ensure that the relationship remains focused on the agreed-upon services and outcomes.
Quality of work: When boundaries are set, you can better manage your time and resources, leading to better quality of work.
Here are some simple strategies you can implement today to set boundaries in your client communication:
Be clear from the start: Throughout your client onboarding process, be clear about your working hours, response times, and scope of work. When clients know what to expect, you can avoid misunderstandings further down the road.
Communicate your boundaries: Don't be afraid to communicate your boundaries If a client is making demands that are outside of the agreed-upon scope.
Stay consistent: It's important to consistently uphold your boundaries. When you make exceptions too often, clients start to expect this as the norm.
Use tools to your advantage: Leverage tools like email auto-responders or scheduling apps to help communicate your availability.
Remember, setting boundaries is not about being less committed to your clients. It's about ensuring a healthy, productive, and mutually respectful business relationship.
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
5. Do document as much as possible
Keeping thorough records of your interactions and agreements with clients ensures clarity, consistency, and accountability. Here's why documentation is so crucial:
Avoid misunderstandings: Ensure that both you and the client have the same understanding about what has been discussed and decided.
Maintain continuity: In situations where multiple team members interact with a client, documentation ensures everyone is on the same page. Facilitate seamless transitions and consistent communication, even if the point of contact changes.
Dispute resolution: Having a paper trail provides a reference point that can help resolve the issue more quickly and fairly.
Performance and progress tracking: Documentation can also serve as a record of your work performance and the progress of the project. Tracked work can become the foundation for performance reviews, future planning, or evaluating success.
Here are some strategies to ensure effective documentation in client communication:
Use CRM systems: Customer Relationship Management (CRM) systems are a great tool for documenting interactions with clients. Store emails, notes, call logs, and other communication in one place.
Document key decisions: After important meetings or calls, send a follow-up summarizing the key points and decisions. Follow-ups not only provide a written record but also give the client an opportunity to correct any misunderstandings.
Store relevant files: Keep track of all relevant files, such as contracts, proposals, and project plans. Make sure they are stored in a file management system where they can be easily accessed.
Update Regularly: Make sure to regularly update your records to reflect the most recent interactions and decisions.
Remember, while documenting may require an investment of time and effort, the benefits in terms of clarity, consistency, and accountability make it well worth it.
6. Don’t be a yes-man in your client communication
Being a yes-man means automatically agreeing with everything the client says or asks for. Doing so comes in the way of offering honest, professional advice and feedback.
Not becoming a yes-man is important if you want to improve client communication, here’s why:
Integrity: Maintain your professional integrity and be honest with your clients, even if your viewpoint differs from theirs. Honesty helps build trust and respect in the long run.
Avoiding unrealistic expectations: Always saying "yes" leads to unrealistic expectations. When you agree to something that's not possible or not in the client's best interest, it can lead to disappointment and damage the relationship.
Providing value: Part of your role is to provide expert advice and guidance. Sometimes, this means pushing back against a client's ideas and suggesting more effective alternatives to achieve company goals and objectives.
Mutual Respect: Respectfully expressing differing opinions promotes a sense of mutual respect and equal partnership in the business relationship.
Here's how you can avoid being a "yes-man" in client communication:
Be assertive, Not aggressive: It's important to express your views assertively, but not aggressively. Respect the client's viewpoint and express your disagreement in a professional, respectful manner.
Provide evidence: When you're advising against a client's idea, providing evidence or examples can help them understand your viewpoint. Think of data, case studies, or professional experience.
Being a "yes-man" can be detrimental to both the client relationship and the success of the project.
Your client is working with you for a reason. You have something to add to their business – something that can help them grow – so don’t just agree to all of their ideas right away.
🎁 Free resource: Don't let your voice be drowned out in the noise of the world—take control of your life through the Assertiveness Training Template.
7. Do practice transparency with everyone
Being dishonest when you’re communicating with your client is one way to break their trust. Always practice being transparent, even when it’s a difficult conversation.Give updates as necessary, even without them needing to ask.
Don’t beat around the bush when talking to clients either – favor being straightforward, clear, and direct.
Transparency is about being open, honest, and straightforward in your interactions with clients. Doing so helps you build trust, ensures accountability, here’s how:
Builds trust: Clients appreciate honesty and are more likely to trust a business that is open with them.
Ensures accountability: By being open about what you're doing, why you're doing it, and how it's being done, you hold yourself accountable to your clients.
Here's how you can practice transparency in client communication:
Share your processes: Be open about your processes and how you work. Help clients understand what to expect and why certain decisions are made.
Communicate challenges: If you're facing challenges, let your clients know. They'll appreciate your honesty and it could lead to a collaborative solution.
Be open about pricing: Be upfront about your pricing. Hidden costs can damage trust and lead to unpleasant surprises for your clients.
Admit mistakes: Turn the situation around and increase a client's trust in you by admitting the mistake and moving on. If you make a mistake, admit it, apologize, and explain how you plan to rectify it.
Transparency isn't about sharing every minute detail with your clients. Instead, focus on being open and honest in your customer communications.
8. Don’t make promises you can’t keep
Manage expectations and ensure that your commitments to your clients are realistic and achievable. Don’t give guarantees on things you aren’t sure of, whether it’s related to project results or the level of service you can provide.
Here's how you can avoid making promises you can't keep in client communication:
Set realistic expectations: Be honest about what you can deliver. Consider this for everything from project timelines to the results you can achieve.
Under-promise and over-deliver: It's often better to promise less and then exceed expectations than to promise more than you can deliver.
Know your limits: Understand your capabilities and limits. Don't make promises based on best-case scenarios; account for potential obstacles and delays.
I's natural to want to please clients and say "yes" to their requests, but honesty and reliability are far more valuable in the long run. Always strive to deliver on your promises and maintain the trust you've built with your clients.
9. Do ask your clients for feedback
Regularly seeking your clients' opinions about your work and your relationship leads to continuous improvement. Here's why regular feedback is so important for client communication:
Improvement: Gain valuable insights into areas where you can improve.
Client Satisfaction: Asking for feedback shows you value the opinions of your client and are committed to meeting their needs. In term, this increases client satisfaction and loyalty.
Here's are some best practices when asking for feedback in your client communication:
Regular check-Ins: Schedule regular check-ins with your clients to ask for feedback. Chat with your clients after a significant milestone has been completed, quarterly, or at another interval that makes sense.
Surveys: Send out surveys to your clients asking for feedback on various aspects of your work and your relationship.
Ask specific questions: When asking for feedback, be specific. Instead of just asking "How are we doing?", ask questions about specific projects, interactions, or aspects of your service.
Feedback is a tool for growth. Even if it's negative, it provides you with the opportunity to learn and improve. Always thank your clients for their feedback, take it into consideration, and act on it where appropriate.
10. Don’t forget to use effective communication tools
The right tools streamline communication, improve collaboration, and ensure that everyone stays on the same page. Choosing the right remote work tools improves customer communications in the following ways:
Efficiency: Streamline your interactions with clients by automating routine tasks. Keep conversations organized, and manage your communication more effectively by keeping everything in one place.
Collaboration:Some communication tools allow for real-time collaboration, which can be a game-changer for projects. Tools like shared documents or project management platforms keep everyone in the loop and foster a collaborative environment.
Record Keeping: Communication tools also serve as a record of your customer interactions. A solid record of interactions is crucial for transparency, accountability, and conflict resolution.
Accessibility: The right tools can make communication more accessible and convenient. For example, tools that support mobile access allow you and your clients to communicate and collaborate from anywhere.
Here's how you can make the most of customer communication tools:
Choose the right tools: There are many tools out there, from email and instant messaging platforms to project management tools and customer relationship management (CRM) systems. The right tool for you will depend on your needs and those of your clients.
Train your team: Make sure everyone on your team knows how to use your chosen communication tools effectively. Mastering a new platform might involve formal training or just a simple tutorial.
Establish norms: Set norms for how and when to use different communication tools. For example, you might use client correspondence emails for formal communication, a project management tool for task updates, and instant messaging for quick questions.
Ask for client preferences: Some clients might prefer certain communication tools over others. If possible, accommodate these preferences to make communication smoother and more comfortable for your clients.
The goal of using communication tools should be to make communication clearer, easier, and more efficient. The right tools can greatly enhance your client communication and improve your working relationships.
That’s a wrap – Effectively communicate with clients today!
Mastering client communication etiquette is crucial for every team. The ten key dos and don'ts discussed in this guide provide a solid foundation for creating respectful, effective, and beneficial client communication strategies.
The goal of these principles is to foster trust, mutual respect, and long-term relationships with your clients. Keep these client communication best practices in mind, but also be flexible and responsive to your clients' unique needs and preferences.
After all, communicating with clients is not a one-size-fits-all discipline. All good communication requires active listening, empathy, and a genuine commitment to serving your clients' best interests.
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
What can a business do to improve its productivity? Companies always strive to maximize productivity to remain profitable and competitive. In this article, we share 11 simple strategies you can implement today if you want to improve team productivity.
Labor productivity is defined as a measure of performance. The metric compares the amount of goods and services (output) to the number of labor hours used. Productivity is typically calculated as output divided by labor hours.
Improving labor productivity means more goods and services can be produced with the same amount of labor. Factors that can improve the output of your workforce include technology, training, and worker efficiency.
“Time is money” when it comes to the output and ultimate efficiency of your team. Read along to learn how to improve productivity and get more out of your time with these productivity resources today.
How to improve productivity in an organization
With an increase in digital distractions and the stresses of everyday life, it can be hard to stay focused. Productivity can be improved by implementing these 11 simple strategies.
1. Set clear goals and milestones
A large part of teamwork is taking responsibility for goals that need to be met on schedule. Confusion arises when this is not the case. You need to make sure people are held accountable with clear and achievable goals and milestones.
Every business should have goals aimed at increasing productivity in the workplace. The more productive your company is, the easier it is to boost profits and improve business relationships. - Beth Worthy @Forbes
Ticking off completed goals gives employees a sense of fulfillment and satisfaction. Remember, a goal can be finalizing a task/project or it can be quantitative, such as hitting a certain number or metric.
Having a clear timeframe for a goal, whether it be quarterly or yearly, also helps employees remain motivated and materializes productivity planning.
🎁 Free resource: Define your goals and objectives within your organizational strategy with this Long term planning template.
2. Trust your team & say no to micromanagement
When asked how to implement productivity improvements, bad managers might describe micromanagement practices. Think of an overload of meetings (that could have been an email), reviewing every small activity, asking for updates that offer no new information…
Micromanagement is a costly management style. Not only does it decrease both employee and manager productivity, but it can also lead to increased employee turnover.
Replacing an employee can cost companies from one-half to two times that employee’s salary. - Ben Wigert from Gallup
Promoting ineffective workflows is a leadership flaw that kills the productivity of employees. Micromanagement can bring the mood down and lead to unproductive types of communication styles among the team, such as passive-agressiveness.
While supervision at work can be complementary to productivity, going overboard has negative impacts. Instead, try promoting accountability, documentation and assertiveness in your team:
Accountability: Encourage employees to take responsibility for their tasks. This fosters a sense of ownership and pride in their work, which can boost productivity. Progress reports can help maintain accountability without being intrusive.
Documentation: Implement a system of documenting work processes and progress. This not only provides a tangible record of an employee's work but also can serve as a guide for future tasks.
Assertiveness: An assertive team is one that feels empowered and confident, which can lead to increased creativity and productivity. Foster a culture of open communication where problems and challenges can be addressed quickly and efficiently.
🎁 Free resource: Don't let your voice be drowned out in the noise of the world—take control of your life through the Assertiveness Training Template.
3. Leverage asynchronous communication channels
Asynchronous work refers to the exchange of information that does not require participants to be available at the same time. Examples of asynchronous communication include emails, instant messaging, collaborative documents, and task boards.
Leveraging these channels can significantly improve productivity in several ways:
Flexibility: Asynchronous communication allows team members to respond when it's most convenient for them. Flexibility is particularly beneficial for remote or distributed teams across different time zones.
Efficiency: Asynchronous communication enables people to take the time to think through their responses. As a result, there will be more thoughtful communication and fewer misunderstandings.
Record Keeping: Written asynchronous communication provides a record of discussions and decisions. This can be helpful for reference, accountability, and bringing new team members up to speed.
Reduced Interruptions: Instead of constant meetings or messages that require immediate attention, employees can handle asynchronous communications at their own pace.
Inclusivity: Some individuals may feel more comfortable expressing their thoughts and ideas in writing, rather than in a live meeting. Asynchronous communication can provide these team members with a more comfortable platform for participation.
However, it's crucial to balance asynchronous communication with synchronous (real-time) communication to maintain personal connections.
Rock has multiple asynchronous communication channels in a single workspace, such as tasks, file sharing, and audio messages.
4. Document as much as possible
Documentation is the process of providing written evidence or records. It's a way of keeping track of various processes, decisions, and actions in a structured file management manner.
How you store information plays a significant role in organizational productivity. Here's why:
Knowledge preservation: Documentation ensures that the critical knowledge and information are preserved and accessible. When employees leave or roles change, this documentation can be invaluable in transferring knowledge to new employees.
Efficiency: Well-documented processes or procedures provide clear instructions that can prevent confusion or mistakes. You can save a significant amount of time that might otherwise be spent on troubleshooting or redoing tasks.
Training and Onboarding: Documentation can serve as a training guide for new employees. Having a detailed record of procedures and policies can help new team members become productive more quickly.
Consistency: Documentation ensures that tasks are performed consistently, regardless of who is performing them. Work uniformity improves the quality of work and the efficiency of processes.
Accountability: When tasks and processes are documented, it is easier to hold people accountable for their responsibilities. Documentation provides a clear record of what was done, by whom, and when.
Communication: Documentation helps maintain clear and consistent communication among team members. Everyone can stay informed by having a solid record of information, decisions, and plans, .
To start documenting effectively, consider using tools like shared drives, project management software, or wikis. Remember, the goal is to make information accessible, organized, and easy to understand. This maximizes both employee and manager productivity.
With Rock, everything is more structured and documented, particularly task management. Employees know where to find the documents and information for every task being worked on in a company.
Along with documenting your tasks, other team members can easily take over tasks asynchronously without waiting for a meeting.
5. Reduce meetings
Meetings are an important part of a company’s day-to-day, we are not denying that. However, many employees spend too much time of their day in meetings. Often, employees find that they don’t have time to get their work done as a result of all the meetings they have to sit through.
Meetings have increased in length and frequency over the 50 years. More than ever before, with the popularity of remote working, Zoom fatigue is the reality for many.- The Harvard Business Review
If you value your employees’ time, it’s time to save meetings for when you really need them.
There’s a clear difference between an unproductive meeting and a good one. The latter is usually established by a clear meeting agenda. What is the meeting about and what are the desired outcomes?
A good meeting is not set last minute, but rather, fits around the productive working hours of employees. Encourage team members to cancel the meeting if they believe that it is not productive to get together in real-time.
🎁 Free resource: Ready to become a well-rounded expert on canceling meetings? Get started with the dedicated FREE template!
6. Adopt task management
Task management refers to the process of managing responsibilities through actionable and timeboxed task cards. Work is typically tracked over a view such as list, Kanban boards or calendars.
Tasks are a crucial component of improving productivity in both personal and professional settings. Here's why:
Prioritization: Task management helps in identifying what tasks are most important and need to be done first. Critical tasks aren't overlooked and you can prevent wasted time on less essential tasks.
Organization: Keeping track of all tasks, big or small, prevents them from falling through the cracks. A well-managed task list provides a clear overview of everything that needs to be done.
Delegation: In a team setting, task management makes it easy to assign tasks to different team members, ensuring a balanced workload and clear responsibilities.
Progress Tracking: Having an overview of progress not only provides a sense of accomplishment but also identifies bottlenecks or issues in the process.
Various digital tools can assist with task management, ranging from simple to-do list apps to comprehensive project management software. This allows you to focus both on employee and manager productivity.
🎁 Free resource: This streamlined workspace is designed to kickstart your next project with ease. Get started with the Simple Project Planner template and invite anyone!
7. Promote time off
A well-rested team is a more productive team. Promoting time off provides burnout relief while simultaneously promoting innovation.
Without recovery periods, the ability to perform at a high level diminishes. Taking time off is not a luxury, but a necessity for productivity.The Havard Business Review
Without time off, employees will not have the mental ability or motivation to be productive. Many employees might opt from taking their vacation time so managers must persuade them to do so.
Time off from everyday corporate life allows employees to stimulate their creative muscles and come up with groundbreaking ideas. Fun fact - Kevin Synstrom came up with the idea for Instagram while vacationing in Mexico.
8. Nurture organizational culture
How can businesses increase productivity if they neglect organizational culture? They can’t!
Organizational culture refers to the collection of values and practices that guide team members. The way a company’s culture makes its employees feel affects organizational productivity. It all starts with nurturing connection.
Employees must feel like managers have their back and support them, rather than work against them. Here are a few ways through which you can promote a strong team culture:
1-1 Check-ins: Managers can foster relationships by booking 1-1 check-ins to discuss their employees’ well-being. By fostering open communication and trust, employees are also more likely to respond positively to feedback and implement it.
Check in questions for meetings: Make sure to use check in questions for meetings to let employees know you have their back, are receptive to feedback and want to learn more about them.
Mindfulness: In a traditional workplace setting companies can set up meditation rooms, there are many remote alternatives. Companies can organize a weekly meditation session via video chat, followed by a presentation by a mindfulness coach.
Career affirmations:Career affirmations are phrases or statements that are used to challenge and overcome self-doubt and negative thoughts. They can help inspire you, boost your mood, and increase your productivity.
9. How to improve productivity in an organization: recognize employees
Recognizing employees for their hard work boosts morale and fosters a sense of fulfillment, motivating team members to work harder. When people are not recognized, they become disengaged, ultimately resulting in a drop in productivity.
Annual losses from lost productivity due to employee disengagement amount to a whopping $483 to $605 billion in the United States alone. - Finances Online
Companies often only reward employees for major accomplishments. To increase company productivity, managers should recognize both large and small achievements.
Rewards and recognition can happen in a variety of ways:
Financial: Offering an employee a pay rise, bonus, or other financial incentives is a clear way of showing your appreciation.
Non-financial: Think of words of recognition, working flexible hours, professional development opportunities, PTO, wellness programs… While not directly involving money, they can also have a significant impact on employee productivity.
10. Invest in training and development
Investing in your team is vital. At the end of the day, the workforce is the most valuable asset to most organizations.
Training and development refers to educational activities that improve the knowledge and skills of employees. Think of an effective 90 day plan for onboarding, ongoing courses and gaining new skills.
Designed to improve the performance of employees, training and development programs lead to increased productivity. Companies committed to the growth of employees will invest in them, leading to greater dedication by the team members.
Training and development can also lead to a decrease in employee turnover. Ottawa University found that 93% of employees will stay longer when a company invests in their development. In fact, these kinds of programs are now seen as a competitive advantage when hiring.
11. What can a business do to improve its productivity: Use all-in-one platforms
Company productivity is directly impacted by the tools used at work. “The more the merrier” is untrue when it comes to productivity. The more tools you have, the more work you have.
The constant context switching will leave you disorganized and makes staying organized at work a real challenge.
An all-in-one platform like Rock solves this issue. Everything is right where you need it, in one place. By reducing the time employees spend looking for documents or tools, they can focus on getting their work done right.
How to improve productivity in an organization: Concluding thoughts
Improving productivity in your business doesn't have to be a complicated process. By implementing these 11 simple strategies you can maximize the efficiency and effectiveness at the workplace.
Remember that productivity is not just about working harder, but also about working smarter.
Create an environment that supports focus, organization, motivation, and continuous learning. You're not only boosting productivity but also fostering a positive work culture that can drive your business to new heights.
As you implement these productivity resources, remember to keep monitoring and adjusting as necessary. Here's to a more productive future!
The importance of warmly welcoming new clients cannot be overstated. How you onboard customers sets the tone for your relationship, sets expectations and aligns goals.
Follow our practical roadmap with dedicated checklists to streamline your onboarding process. The workflow applies to digital marketing agencies, public relations firms, design studios and any other type of agency.
We'll dive into the following 7 stages of the onboarding process for customers:
Document client information
Assemble a dedicated team
Onboarding questionnaire
Prepare accounts
Welcome letter
Kick-off meeting
Regular update flow
By adopting this template, you'll be well on your way to fostering successful, long-lasting client relationships. Let's get started!
1. Onboard customers first step: document important information
Kickstart the process by entering your clients' information into your chosen spreadsheet or Customer Relationship Management (CRM) system.
Ensure that all the data compiled by your sales crew is documented into this system. Keep this information up-to-date for a complete and precise record of your interactions with the client.
Below, we've listed some of the most critical client details you should gather when you onboard customers:👇
Company Name: The registered name of the client's business.
Industry Type: The specific field or sector where the client's business operates.
Company Scale: The magnitude of the client's business, defined by workforce size or annual turnover.
Primary Contacts: The names, job titles, and contact details of the main personnel you'll be interacting with.
2. Assemble a dedicated team
As a digital agency, the team you bring together when welcoming a new client can make or break success. Depending on the services and requirements, your team could encompass a variety of roles:
Account Manager: Often the main liaison for the client, the Account Manager nurtures the client relationship, understands the client's needs, and ensures those needs are effectively communicated.
Project Manager: The maestro of the project who oversees the timeline, budget, and deliverables for the client's projects.
Strategist: Whether they're a master of content, digital, or overall marketing strategy, the Strategist's role is to devise plans that resonate with the client's objectives.
Creative Team: Graphic designers, web designers, copywriters, and videographers who breathe life into the creative assets.
SEO Specialist: This individual fine-tunes the client's content and website to enhance search engine rankings, ensuring that the client's digital presence doesn't go unnoticed.
Social Media Manager: If the client wishes to amplify their social media footprint, a Social Media Manager is a must. They curate and manage content, engage with users, and stay on top of the ever-changing social media landscape.
Data Analyst: The data analyst monitors and interprets campaign performance data.
Technical Support: When your agency's services involve website development, app development, or other technical aspects, a tech whiz is a must-have.
Legal Advisor: Depending on the client's industry and the nature of the projects, a Legal Advisor may be necessary to ensure all your activities are compliant with laws and regulations.
Remember, the secret lies in assembling a harmonious team that can cater to the client's needs effectively and efficiently. The size and structure of the team may adapt as the client's project changes over time.
Checklist:
Account Manager:
Project Manager:
Strategist:
Creative Team:
SEO Specialist:
Social Media Manager:
Data Analyst:
Technical Support:
Legal Advisor:
3. New client onboarding questionnaire
As an agency, the art of understanding your new client begins with a well-crafted onboarding questionnaire. Gather crucial information that dives deep into the heart of your client's business, their aspirations, and their target audience.
The questionnaire's objective is to harvest as much relevant data as possible about your client. Understand their business model, products or services, target audience, marketing objectives, key competitors, historical marketing efforts, and more.
The content of the questionnaire should be a mix of open-ended questions that elicit qualitative responses. Additionally, add closed-ended questions for gathering quantitative data. Keep your questions straightforward, and free of industry jargon.
After sending the questionnaire, be ready to examine the responses in a follow-up meeting. This provides an opportunity to clarify any ambiguities and delve deeper into certain areas.
Below, we present a checklist of essential questions to consider including in your onboarding questionnaire 👇
Checklist
About the Business
Could you briefly describe what your business does?
In which industry does your business operate?
Who are your main competitors?
Target Audience
Who is your ideal customer? Please provide as much detail as possible (demographics, psychographics, behavior, etc.).
Marketing Efforts
What marketing activities have you engaged in so far? How successful were these?
What marketing channels have you used? Which have been the most successful?
Do you have any existing marketing assets (website, blog, social media profiles, etc.)?
Goals and Objectives
What are your short-term and long-term business goals?
What are your specific marketing objectives?
What are the key performance indicators (KPIs) you use to measure success?
Budget and Timeline
Are there any specific deadlines or key dates we should be aware of?
What is your budget for our services?
About the Brand
What is your unique selling proposition (USP)?
Do you have any existing brand guidelines (logos, color schemes, tone of voice, etc.)?
Expectations and Preferences
What are your expectations from our agency?
How do you prefer to communicate (email, phone, in-person, etc.) and how often?
Are there any specific challenges or obstacles you think we might encounter?
4. Marketing Onboarding: Setting up essential accounts
Set the stage where your collaborative performance will unfold. One of the most significant steps in the onboarding customer process is preparing the necessary accounts.
Let's dive into different accounts you might want to set up when you onboard customers:
Client Portal: If your agency leans on a client portal or a CRM system, creating an account for your new client is step one.
Project Management System: Platforms like Rock, Asana, Trello, or Basecamp are digital workspaces where your client's projects will take shape. Allow clients to keep track of project milestones, facilitate seamless communication and approve deliverables.
Communication Channels: Tools such as Rock, Slack, or Microsoft Teams are lifelines of agency-client interaction. Set up a dedicated channel or space for a smooth, uninterrupted conversation flow.
Digital Marketing Tools: Depending on your service offerings, you may need to establish accounts on various digital marketing platforms. These can range from Google Analytics, Google Ads, to social media accounts.
Billing and Invoicing: This involves registering billing details in your system and automating recurring invoices, ensuring a hassle-free financial exchange.
Checklist:
Client Portal:
Project Management System:
Communication tools:
Digital Marketing Tools:
Billing & Invoicing:
5. The power of a well-crafted client welcome package
An agency's welcome package is more than just a collection of documents – it's the opening act of a long-lasting and productive client relationship. It's your chance to lay the groundwork for your partnership and share insights about your services and workflows.
Here's a glimpse into the essentials of a standout welcome package for onboarding new customers:
Warm welcome letter: A personalized welcome letter is your first chance to express excitement about your future collaboration. Reaffirm what the client can anticipate in the coming stages of your partnership.
Introducing the team: Humanize your agency by sharing details about the team members who will be working closely with the client. Besides their roles and contact, consider adding a fun fact or hobbies about team members.
Service overview: Offer a detailed snapshot of the services the client has enlisted, and how they will be delivered.
Workflow and timeline: Outline your task management processes and approximate timelines for different tasks.
Contact details: Equip the client with the necessary contact information for any potential questions or concerns. Make sure to include both primary and secondary contacts.
New customer onboarding checklist: A step-by-step checklist can guide the client seamlessly through the onboarding process, ensuring no detail is missed.
Access credentials: If the client requires access to specific software or platforms, don't forget to include login details or access instructions.
A Token of appreciation: Depending on your agency's culture and budget, a small gift can add a personal touch. This could be a simple branded notebook or an elaborate gift basket. While not mandatory, it's a delightful way to express your appreciation.
Checklist:
👋 Team Introduction
👀 Overview of services
⚙️ Process and timeline
📱 Contact information
✅ New customer onboarding checklist
🔐 Access information
🎁 Small gift or token
6. Nailing the first impression: client kickoff meeting
The kickoff meeting is much more than a formal introduction. It's an opportunity to set a positive tone for the relationship, establish mutual expectations, and synchronize on the project's goals, scope, and timelines.
Here's a step-by-step guide to effectively plan and conduct a kickoff meeting that can set the stage for success when you onboard customers:
Pre-meeting preparation: Arm yourself with a thorough understanding of the client's business, industry, and the specific tasks they've commissioned. Create a detailed meeting agenda that outlines the discussion points for the meeting.
Identifying attendees: The meeting should bring together key stakeholders from both sides. Include the project manager, account manager, and strategic leads from your agency, along with the decision-makers from the client's side.
Setting the purpose & goals: Kickstart the meeting by explaining its purpose and goals. Typically, this involves aligning both parties on the project's trajectory and clarifying roles and responsibilities.
Project overview: Delve into the project specifics. Cover the services you'll be offering, the project's goals, the target audience, and other relevant details.
Roles & responsibilities: Clearly identify the involved parties from both sides, their roles, and their responsibilities. Defining this information ensures accountability and clarity, smoothing out the workflow.
Establishing timelines & milestones: Share the projected timeline, highlighting key milestones and deliverables. Set expectations for when the client can anticipate results or specific output from your agency.
Communication plan: Discuss the communication plan for the project duration, including the frequency of updates, the client's primary contact point, and the communication tools in use.
Facilitating a Q&A session: Allow the client to ask questions or express any concerns. Ensure everyone is on the same page and preemptively address potential issues.
Next steps: Wrap up the meeting by summarizing the agreed-upon next steps and confirming any immediate actions.
Checklist:
Schedule a kickoff meeting and time
Send invitations
Research client, industry and overall project
Write a meeting agenda and share with participants at least 48 hours in advance
Share meeting notes and summary
7. Regular update flow
Establish a regular rhythm for updates and communication with your client. This could be weekly emails, recurrent meetings, or timely updates via a project management tool.
Your main objective here is to ensure the client stays in the loop regarding the project's progression and any significant developments.
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Our comprehensive template offers a structured approach that saves time, builds trust, and promotes clear communication. We share a standardized yet customizable onboarding process for customers that can be adapted to suit your agency's unique needs and those of each client.
The client onboarding process template is a fantastic resource for agencies looking to streamline customer onboarding processes. Enhance client satisfaction, and lay the foundation for a successful and productive working relationship.
What if you could speak your success into existence? Career affirmations exist for that exact purpose. Uncover the power of positive affirmations and get started with 100+ powerful statements.
Everyone goes through a set of worries. Concerns can range from the rising cost of living to an increasing workload, news of layoffs, or other events in personal or global surroundings.
Those who work remotely are hit even harder by concerns. One reason for this is that it may be harder to form connections in the digital space. There is less in-person communication with other team members, which decreases reassurance while increasing doubts.
Thankfully, there are many ways to turn difficult days around. One of them is by incorporating positive affirmations for work into your work routine. This article walks you through:
Thedefinition of career affirmations
100+ different positive affirmation examples
How our team implemented positive work affirmations into daily routines
Unleash the full potential of your career journey with our guide and start transforming your productivity today!
Free Project Management Template
How to Work Effectively & Efficiently
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Career affirmations are a psychological technique involving the repetition of positive phrases related to one's career. These phrases influence the subconscious mind, creating a positive self-perception and a favorable outlook on one's professional life.
Introducing daily affirmations for work can help increase productivity, job satisfaction, and career success. Some people like practicing their positive affirmations at certain times. Alternatively, others repeat the statements when they have an anxious or negative thought.
There’s no one-size-fits-all when it comes to positive affirmations. What is important is finding the ones that work for you and defining when you want to use them.
You can also refresh your affirmations every now and then – it’s totally up to you!
"I am not a product of my circumstances. I am a product of my decisions." - Stephen Covey, author of "The 7 Habits of Highly Effective People".
What are the benefits of career affirmations?
It is widely believed that your thoughts help to shape your reality. This isn’t something that’s meant to be taken in a literal sense (thinking about a scenario won’t magically make it happen). However, having a positive outlook in life certainly helps reduce negative thoughts.
Positive affirmations also help you be more mindful of your train of thought, which subsequently helps with staying organized at work.
Here are a few specific benefits:
Reduced stress: Regularly repeating positive affirmations reduces work-related stress and anxiety. Your mindset is shifted away from worrying or negative thoughts by focusing on positive statements.
Improved focus and productivity: Affirmations can help maintain focus on tasks and goals, which in turn can enhance productivity.
Better communication skills: Focusing your affirmations on empathy, understanding, and effective communication fosters a more cooperative work environment.
Growth mindset: Repeating powerful statements can foster a growth mindset, which is the belief that abilities and intelligence can be developed over time. You become more motivated to take on challenges and see effort as a path to mastery.
"You are never too old to set another goal or to dream a new dream."- C.S. Lewis, British writer
Importance of positive affirmations for employee motivation
Using positive affirmations for work can help you find the motivation you need for the day. It’s a quick, simple, and easy way to get into the right headspace for work. Positive statements also help to decompress from work and reduce stress. Especially when the going gets tough.
In the long run, this will create a more harmonious workspace and prevent a toxic work culture or employee burnout. If you’re in a leadership role, using positive affirmations in your communication strategies can help with your team dynamic.
It’s one way of showing empathy and letting your team know that you’re there for your team. You can opt to have positive affirmation sessions or check-ins – focused on employee well-being and headspace at work.
Depending on what your team prefers, you can also discuss work well-being through check-in questions for meetings or just have a space where colleagues share thoughts and feelings. These different activities allow you to better understand what type of help your team needs at work.
Types of positive affirmations for work
Now that you know just how beneficial positive affirmations are at work, it’s time to go over some examples. Because there are different types, it’s good to narrow them down. This will help you choose the ones that you need depending on your situation.
Do you need a positive affirmation regarding a difficult task? Lack of motivation? Work stress? Whatever it is, we have you covered with 100+ workplace positive affirmations for work
Monday affirmations for work
Positive affirmations to start the work week can help set the tone for a productive, successful, and positive week ahead. Shift your mindset from dread or stress about the incoming week to one of anticipation and enthusiasm.
Here are some powerful affirmations you can start using at the start of your week:
This day will be filled with productivity and learning.
A new week means a fresh start.
I will complete all of the tasks I need to complete.
I am capable and knowledgeable in my line of work.
I have insights and ideas that are valuable to my team.
I am taking one step at a time toward my goals.
I’ll get past the Monday blues.
I am excited for the new opportunities this week will bring.
Today is a great day to make a positive impact at work.
There’s something new to learn every day.
This week will be an enjoyable work week.
I am well-prepared and capable of facing any challenges this week.
I am a positive influence on my co-workers and bring value to my team.
I am focused, determined, and ready to accomplish my goals this week.
I am grateful for the chance to make a difference in my work.
Positive affirmations for the workplace
Different personalities and types of communication styles in a team represent a variety of ideas, opinions, and interactions. Positive affirmations can foster a good team dynamic by encouraging collaboration, mutual respect, and shared success.
Try out these affirmations to build better relationships and promote better cross-functional collaboration with your team members!
Every member of my team has something to offer, including me.
Teamwork is essential in succeeding.
My team has my back, and I have theirs.
I collaborate effectively to reach our shared goals.
My team will have a productive day ahead.
My team creates a safe space for ideas and suggestions.
My team consists of different personalities, but we all have one common goal.
I will do my best to help my team whenever I can.
I will create an inviting and inclusive work environment for my team.
Each and every member of the team has a crucial role.
You can also use team affirmations to warm up a meeting. Here are some group statements you can use:
We are open and respectful of each other's ideas and opinions.
Every challenge we face strengthens our team and brings us closer.
We trust and support each other.
Our team communicates openly, honestly, and respectfully.
We celebrate each other's achievements and learn from each other's mistakes.
Our team embraces diversity and values the unique perspectives it brings.
We are all essential pieces of a larger puzzle, working together seamlessly.
We are a unified force, ready to tackle any task together.
Our team is flexible, adaptable, and ready for change.
We collaborate effectively to maximize our collective potential.
Free Project Management Template
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Although it’s quite normal to sometimes feel stressed, it’s not something you should constantly feel. Stress can be a difficult thing to manage, but the correct statements can help shift your mindset and reduce feelings of anxiety.
Help combat work stress through these powerful affirmations:
I acknowledge that feeling stressed sometimes is completely normal.
I will let go of the things I can’t control.
My feelings are valid, but they will not consume me.
This moment may be difficult, but I’ll get past it.
My stress doesn’t control me, and it will eventually melt away.
I am in control.
Everything is going to be okay.
I exhale stress and inhale peace.
I will not entertain or feed negativity at work.
I choose to react calmly to any situation I face.
I am capable and calm in the face of challenges.
Every situation is an opportunity for growth and learning.
I am stronger than any stress that comes my way.
I am doing my best and that is enough.
I have successfully navigated through challenges before and I can do it again.
Positive affirmations for practicing work-life balance
Life is not all about work. Learn to find the right balance between focusing on your work and focusing on enriching the other aspects of your life. Reinforce the importance of both professional and personal time, reducing stress, and promoting overall well-being.
Here are some examples of positive affirmations for work-life balance:
Today and every day, I will make time to work towards career and personal success.
Resting is also an essential part of work.
My work does not define my worth.
I rest whenever I need to.
Time for my family, friends, loved ones, and myself is important.
Time for my hobbies and interests outside of work is important.
I should not feel guilty for not answering work emails after work hours.
I take care of both my work life and my personal life.
I am blessed both with my work life and my personal life.
Setting work boundaries is necessary and important.
I respect my personal time as much as my work time.
I am creating a healthy balance between work and my personal life.
I have the power to set boundaries and prioritize my well-being.
My personal life is as important as my professional success.
Time off is a necessity, not a luxury, and I allow myself to enjoy it.
I am more than my job, and I give myself permission to relax and enjoy life.
Work is a part of my life, it is not my entire life.
I am productive at work and fully present in my personal life.
Free Project Management Template
How to Work Effectively & Efficiently
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Positive work affirmations for dealing with challenges
Making a mistake or two at work is normal, but that doesn’t make the experience less frustrating. Manage negative emotions, build resilience, and maintain a positive outlook even in the face of adversity.
Consider these career affirmations for when you encounter challenges:
I am not defined by my mistakes.
Challenges and struggles help me grow.
It’s okay to ask for help with my tasks.
I am taking things one step at a time.
It’s okay to take a break, but giving up is not an option.
It’s okay to step back when I’m feeling overwhelmed.
I am resilient throughout challenges.
Each challenge I face eventually becomes a useful lesson.
I can overcome difficult tasks and challenging situations.
I don’t dwell on things that have gone wrong – only on how I can move forward.
I am resilient and capable of overcoming any obstacles in my path.
Every step, no matter how small, is progress.
I am brave, I am strong, and I am resilient.
I am not defined by this challenge, but how I respond to it.
I am stronger than this challenge, and this challenge is making me even stronger.
I trust in my ability to navigate through this situation.
Positive affirmations for combatting Imposter Syndrome
Imposter Syndrome is a psychological pattern where individuals doubt accomplishments or talents. As a result, people might have a persistent internalized fear of being exposed as a "fraud". Doubts and anxious feelings through impostor syndrome can occur in various areas of life, including work, school, and personal relationships.
If these feelings sound familiar to you, then the following affirmations might work:
I know what I’m doing.
I am an asset to my team.
I will stop entertaining feelings of self-doubt.
I can do anything that I set my mind to.
I have the skills needed to do my job well.
I am worthy of my achievements.
I deserve the career position I am in now.
I am an expert.
I can successfully complete my tasks.
I contribute to the success of this company.
I am competent, smart, and capable.
My contributions are valuable and necessary.
I am deserving of all my achievements and recognition.
I embrace the opportunity to learn and grow from my mistakes.
My worth is not defined by my performance.
I am more than capable of achieving my goals.
I am confident in my skills and knowledge.
I believe in my unique talents and abilities.
Every day, I am becoming more comfortable with success.
I am deserving of success and happiness.
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Sharing work affirmations with your team
These are just some examples of positive work affirmations you can use. Practicing these statements greatly helps your outlook, especially as you work from home.
Keep in mind that for this technique to be effective, you have to be intentional and consistent in using them. Here is some final advice:
Consistency is key: To reap the benefits of work affirmations, it's important to repeat them regularly. This could be when you start your day, during breaks, or any other time.
Believe in the affirmations: For statements to work, you need to believe in them. Visualize the balance you are striving for as you say the statements out loud.
Personalize your affirmations: We shared 100+ general examples. Feel free to modify them or create your own sentences that resonate with you.
Combine affirmations with actions: While affirmations help shift your mindset, they need to be combined with concrete actions. Start setting boundaries, prioritizing tasks, and scheduling personal time.
If you are looking for an effective way to share positive affirmations with your team, you can check out Rock. It’s a holistic task management and messaging tool that can help you keep tabs on your affirmations.
How our team practices positive affirmations on a regular basis
There are several ways we use Rock to incorporate positive affirmations into our routine. For one, we use the Notes mini-app to write down the ones that suit us best.
The benefit of adding work affirmations on a note is that we can access it without browsing different folders or physical notes.
Lastly, some of our team members use the Tasks mini-app to create to-do’s for positive affirmations. This is a great way to stay consistent. Our team members even receive dedicated notifications by adding due dates and reminders.
Start using positive affirmations for work today
Remember, the key to an extraordinary career lies within you. Embrace these affirmations, let them shape your mindset, and watch as they open the doors to new heights of professional accomplishment.
Your journey to success begins with the words you choose to speak. Affirm positively, believe confidently, and step into a career that's not just successful, but uniquely yours!
Start collaborating with Rock.
Messaging, tasks, notes, files, and all your favorite apps in one space.
Imagine offering your customers a support experience so seamless it feels tailored just for them. Learn how to exude professionalism and proactive problem-solving in the same way a white-gloved butler provides impeccable service.
Throughout this article, we offer a step-by-step guide on how we set up highly persononalized customer support at Rock. Specifically, we walk you through:
Why does excellent customer support matter?
The challenges in building a high-end support workflow
Step-by-step: How we built our own customer support from the ground up
Unique advantages of our workflow
Whether your business is large or small, it is possible to provide an experience that feels like a five-star service.
Let's roll out the red carpet and dive into everything you should know to build your very own white-glove customer support workflow!
Why does offering excellent customer support matter?
Well though-out customer support flows aren’t just a nice to have — it's a vital component of business success.
Let’s quickly discuss 4 reasons why providing good support matters to your business.
1. Customer retention
If your customers are happy with your support, they are more likely to stay with you.
Keep in mind that it’s much cheaper to keep existing customers than to constantly look for new ones! In fact, studies have shown that retaining current customers can be up to 5 times cheaper than acquiring a new one.
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
2. Feedback and user suggestions
Your customers will feel that you care about their needs when you provide quick and high-quality customer support. As a result, customers give more frequent feedback and suggestions based on their experiences.
Avoid investing time on improvements or changes that don’t impact the customer. A steady stream of customer input allows you to always improve your product or service following their actual needs.
At Rock, we use a dedicated customer support channel to manage feedback and bug reporting in the form of tickets. Direct contact with our customers allows us to quickly flag bugs and capture feature requests.
🎁 Free resource: Retaining customers becomes so much easier when you can organize everything in a single place. Complete tickets, collect feedback and keep customers happy with this Customer Service Template.
3. More upselling opportunities
Attending to customer support inquiries in a personalized manner allows you to learn more about the client business, problems, and workflows. We often notice workflow issues or restrictions that can be fixed certain features in the paid plan.
White-glove support offers users the chance to learn about more advanced reporting, workflow shortcuts or improved documentation. We offer clients in-depth explanations about certain features and the value of incorporating them.
When our users grasp the full value of our unlimited plan, it becomes only logical to upgrade.
4. Reviews and referrals
When you’re well connected to customers it becomes easier to reach out whenever you need some support (reviews, referrals…). Customers are more inclined to invest time in supporting you when they feel valued and satisfied with your service.
Once you’re well-connected, it's quick and simple to ask them for a personalized review on sites like Capterra, Crozdesk, or Google play store/ App Store (if they have a mobile app) link.
This way they can make their thoughts available to other teams and share their experience with your team so far. You can then also use those reviews for case studies, testimonials….
The challenge of providing good customer support
Ensuring that your customers can access premium support at all times is no easy feat. Especially if your team is small without a dedicated person whose sole responsibility is to attend customers.
When this is the case, teams often share the work which leads to disconnected interactions and longer waiting times.
Initially, we ran into a few issues too. Let’s dive into a few challenges we initially experienced as a small team while building out our customer support.
1. Expensive customer support tools
As a smaller team, we lacked the budget for dedicated customer support software. Dedicated tools are often focused on big enterprises and too expensive for smaller teams.
Additionally, the CS software often offered too functionality that was too advanced for our team. Complexity in tools is an issue because of two main reasons:
Training: Learning how to use a dedicated tool can take up a lot of time. A new interface and functionality would require one or more team members to learn how to use the platform. Early on we wanted to focus on other priorities instead.
Functionality overkill: We found that a lot of the tools offered too much functionality. Paying for a full platform feels wasteful when the team only needs 10% of the offered functionality at the time.
🎁 Free resource: Retaining customers becomes so much easier when you can organize everything in a single place. Complete tickets, collect feedback and keep customers happy with this Customer Service Template.
2. Outdated channels for customer support
The default customer support channel when companies get started is a dedicated email address. But we quickly encountered that email threads become messy with many people in ‘cc’ and nobody clearly taking charge.
Important emails easily get lost, there is no clear structure, customers might write a few emails at once and you might not be sure where to follow up.
As a result, we were losing time and frustration increased from both sides.
3. Customer expectations are growing
Larger companies typically have well-established customer service funnels with clear expectations and waiting times. As a result, customers expect the same, if not better, treatment when working with small businesses.
Customer expect you to consider past interactions and feedback. But when conversations are mainly managed through email, it’s easy to get lost.
Teams should focus on providing white-glove customer support in order to keep the customer happy. But how do you set this up alongside all other priorities that come with managing a small team? We’ll dive into that in the next section!
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
How to use Rock as a free shared customer support chat in 6 steps
Rock is an all-in-one messaging and task management tool. It can easily be transformed into a live customer support chat which can be managed by multiple people.
Curious how? Here’s how we are currently leveraging our own platform to provide a white-glove customer support experience to all of our users. Our system can be set up in 6 simple steps.
1. Create a shared email account
Create a dedicated email account that you will use for your customer support on Rock. It can be a group account from your company’s email domain.
If you don’t have your own domain you can also create a dedicated account for which you share the credentials, for example, Acme-support@gmail.com.
You can learn more about creating your own groups here.
2. Sign up with the account to Rock
Use that new account to sign up on Rock for free. This account will be shared with everyone who is involved in providing customer support. If you’re a 1-person business or the only one providing support, you can create a personal account.
Create a username that reflects the purpose of your account. If you’re one person managing customer support, it might make sense to add a personal touch and use your own name. If it’s a team it might be a good idea to go for a more general name, for instance, Acme Support.
Adding a profile picture can be helpful too!
Next up, make sure to integrate your preferred cloud storage providers. For instance, you can connect your Google Drive or DropBox folders with Rock.
Cloud integration become useful if you often need to share resources or documents with your customers so you can quickly add them to a support space when relevant.
Finally, don’t forget to integrate your favorite video conferencing platform. We offer integrations with Zoom, Google Meet, Jitsi, and Loom.
Meeting integrations speed things up whenever a direct video call with your customers is needed. You will be able to set up a call with your customers in a few seconds.
3. Set up the Quick Connect of the email account
Set the Quick Connect link with a welcome message and select a template of a space that will be created between you and your customers. When creating your Quick Connect link, make sure that you add a welcome message which is short and sweet.
<QUOTE>: Use a welcome message like: ‘Hi there, thank you for reaching out to Rock Support. Someone from the team will be with you as soon as possible. To help you with any question, please provide us with as much detail as possible.’
Bonus, if you upgrade to unlimitedyou can customize the Quick Connect link, like space.new/[yourbusinessname]-support which looks even more professional.
4. Add the Quick Connect link where relevant
Now you have your Quick Connect link which will serve as a bridge between you and your customers who need support. Add that link where relevant:
Your website
Email signatures
Social channels and other external platforms you might be listed
Also, it’s possible to transform your Quick Connect link into a QR code. Add the QR in more visual locations such as your website or if you have one, even a physical store.
Customers can scan the code and get in touch with you with their questions within seconds.
For example, we add a CTA at the bottom of every help center article, in order to help users if they were not able to find the information they were looking for.
5. Ready, set, go!
By clicking on your Quick Connect link or scanning the QR code, your customers will have a quick, free and direct way to reach out to you. Every time a new customer contacts you via Quick Connect, a new space will be created on your account and you will be notified.
You can handle all customer questions within that account and make sure nothing falls through the cracks!
When you need to include a specific colleague in any of those user conversations, you can easily do that by adding them to a space (all spaces are group spaces).
Also, your customers can easily add their colleagues too, if needed.
6. Optional: Share the account with other team members
You can always add your colleagues to your Customer Support account. Sharing accounts is relevant if you want to give a more personalized experience to your customers. Just share the password with team members, and all responses will come from the same account.
Users can quickly switch between accounts by toggling account switching in user settings. Our colleagues at Rock who are responsible for customer support queries easily switch several times per day to catch up on new questions or spaces opened.
Because every team member can read the past conversation, nothing is lost. This means that a new team member can quickly catch up and provide support to the user within seconds.
Advantages of using Rock for your customer support
Why should you use Rock for handling your customer support communication? We tested it ourselves and can tell yo why it’s the best choice for providing assistance to your clients.
1. All-in-one customer support functionality
Emails become messy and outdated when it comes to customer support. Long email threads can cause confusion, especially if you need to involve new team members.
Eventually, information easily gets lost in the noise. Rock provides a more seamless experience; you have all your customer support chats and information in one place.
Everyone who joins the team gains access to past customer conversations.
2. Faster than outdated systems
It’s way faster to answer your customer questions via Rock compared to using emails. You don’t have to keep an eye on several different channels at all times.
Instead, you switch between Rock accounts in a matter of seconds. Direct chats with users give a faster and more personalized experience.
3. Asynchronous & shared
It’s very easy to take over conversations from your colleagues with a shared Rock customer support account.
You don’t need to ask any questions internally about past conversations because you can access past conversations between a customer and your colleague.
When working asynchronously, you can share the customer support work within the team easier and nobody is obliged to always be online to answer questions.
For example, one person takes care of the customer support account in the morning and another person in the afternoon.
Implementing a white-glove customer support experience for any business
Implement this workflow with your clients, partners, or other stakeholders. It’s an easy and professional way for others to communicate with your team.
Just like for customer support matters, you can create an account for any other workflow which requires communication between you and other parties.
Customize your Quick Connect welcome message which reflects your audience. Add that link where relevant and make it a super quick way to engage with you!
Support accounts can be individual as well as shared between different team members. Workflow configuration depends on your preference.
🎁 Free resource: By adopting this Checklist Client Onboarding Template, you'll be well on your way to fostering successful, long-lasting client relationships.
Building a fast and responsive site increases your company’s credibility and brand identity. It saves you time on customer service, improves your sales, and offers prospects information on your business.
Nevertheless, building a good website is no easy task. The website project management process can quickly become messy and feel like it’s never-ending.
Loosing sight of priorities is especially easy when new bugs, improvements and pages are lurking around the corner. Not having an effective web application project management flow will make the overall experience unproductive and demotivating.
We have faced it all with three migrations and thousands of bugs, improvements, new pages and designs. We tested project setups, timeframes and remote work tools so you don't have to.
We’re now writing this all-in-one website plan template to prevent you from going through the same issues. It might even help you with improving productivity in your organization.
The article starts with the foundations and continues with a website project plan template that replicates our internal workflow.
What is website project management?
Website project management is a collaborative process through the delegation of tasks and roles. Work managed ranges from technical SEO to page design and development. Each task is a building stone to the creation and maintenance of a fast, searchable and informative website.
The workflow starts with a website project manager who schedules and assigns tasks. Team members pass tasks across stages until improvements are pushed to the live web application.
There are different project management frameworks you can pick from to organize the process. Make sure to select the one that fits your team best, and remember to keep things easy and streamlined.
📔 Resource: You can also check out this resource on agile vs waterfall if you’re looking to learn more about project management.
A good website project plan ensures that tasks smoothly move across different project stages. Team members are informed in time and priorities are aligned across stakeholders.
If you’re building websites for external clients, then good project management also strengthens relationships. By keeping everything in check you can maximize for asynchronous work, meet client demands and keep them involved across project stages.
Getting set up
Building and maintaining a website is an ongoing responsibility with timed milestones. Internal website projects are almost never truly completed. There is always a bug to fix, SEO improvement to add, or new pages to develop.
To keep website projects moving you need to assign roles within your team. Note that one person can hold multiple or even all roles when developing a website.
Within our team there are 3 people working on different site related activities. Nevertheless, each person might manage multiple elements within that workflow or share tasks.
We combine the following team roles to structure the website project management of Rock:
Project manager
UX designer
SEO specialist
Content writer
Graphic designer
Website developer
Project Manager for website development
The project manager is at the heart of web project management. This person implements the communication plan, coordinates tasks and sets up milestones.
Website building is a collaborative process where the website project manager takes the lead in prioritizing activities and setting deadlines. They make sure that work is aligned with the organizational strategy.
Within our team one person takes full responsibility as project manager for website development. Here are a few responsibilities our website project manager takes on:
Frequency of implementation cycles: Implement changes from staging to live every week, two weeks, quarter, once a year?
Assigning tasks and prioritizing: Who is working on what task? What improvements, bug fixes and new pages should be prioritized?
Deadline management: Are the cycles reasonable in workload? What task is close or far from the current deadline?
Documenting the website building process: What was implemented in each cycle? Where is information stored?
Resolve issues: What happens if someone becomes less available or if a task takes much longer than expected?
Retrospective meetings: Our website project manager encourage team members to share feedback after each cycle in a dedicated retrospective meeting.
UX Designer
A user experience (UX) designer focuses on the interaction between the user and the website. They focus on enhancing user experiences by making sites intuitive.
A UX designer looks into the website architecture. Think of how you move between pages, headers, footers and individual page layout. How will a typical visitor behave when visiting your website? How can you convert them into a customer?
Typical activities include building a mind-map and wireframes of a website. Our UX designer also designed the skeleton layout for each webpage. think of different sections, entry and exit points and user experience flows.
SEO Marketer
Building an informative and fast website is extremely valuable. Nevertheless, with many sites publishing content that does not rank, you also need to make sure that people can find your website.
The goal of search engine optimization (SEO) is to increase a website’s position on a search result. By ranking your website, you target specific queries to generate more leads.
A complex algorithm has made SEO harder, on top of the already immense content competition on the internet. There are two sets of activities that an SEO marketer might focus on in order to get their website to rank:
On-page SEO
Off-page SEO
On-page SEO activities
When designing pages, you have to think about what keywords you want to rank for. This can be one or multiple at the same time depending on the length of your page and competitive nature of the keyword.
The on-page SEO marketer will define what keywords need to be present on a webpage and how often they should appear. They should also define meta titles and meta tags.
Keyword traffic changes throughout time as user preferences and interests change. This can lead to changes in the copy of a page or other adjustments to make sure the page receives enough traffic.
On-page SEO also includes optimizing page speed. Our SEO marketer also works on more granular activities such as breadcrumbs, in-bound linking and setting up short and descriptive URLs.
Off-page SEO activities
Off-page SEO focuses on making sure that other sites link to your page. Backlinks and guest posts are the most common activities for off-page SEO.
To quickly summarize, off-page SEO focuses on making sure that other users can find your page on other relevant sites. This signals search engines that your website offers good quality and relevant content. In term, this can improve the ranking of the pages that receive external links.
Content writer
Our content writer focuses on developing clear, concise and enticing copy. They also naturally incorporate SEO requirements on every page.
There are multiple streams of content that you might want to publish on your website. For us, copy and content writing is typically divided into 3 different buckets.
Webpage: The webpages offer insights on the product offered and why it’s relevant to different audiences. You can also add dedicated pages comparing your product to competitors.
Blog: The blog is a collection of stories, advice and announcements. The copy is typically longer and more story-based than webpages.
Help center: The help center provides documentation on product functionality.
Graphic Designer
A poor visual design will lead users to bounce right off a website. Whether the website is not intuitive or a chosen color palette is off-putting, that first impression matters.
Experienced graphic designers understand the product vision and accurately portray the brand. Output includes illustrations, videos, logos, and a color palette that aligns with the brand.
Website Developer
The website developer takes the page mocks and converts them into webpages. The developer might manually code HTML or use no-code/low-code tools for web building with platforms such as Webflow or Wordpress.
There are typically two sets of web development activities:
Front-End Development: The front-end developer takes care of what the user sees and how the website works. They take a website design and build out the pages with plugins, no-code tools or old-school coding with HTML, CSS, and JavaScript.
Back-End Development: Back-end developers deal with the server side. They write code that impacts the website’s server and databases. Back-end developers can also implement improvements focused on website speed.
5 types of tools we use for the website development process
Throughout the website building process we use a variety of tools. Some directly integrate with Rock, while others are less directly connected to the website project plan.
Website project management, collaboration & messaging: Rock
If you’re not yet familiar with Rock, we’re an all-in-one messaging platform. Rock combines chat with task management, note taking, file storage and meetings. This allows us to keep our complete website project management workflow in one place:
Task management: Rock has built-in task management. Team members can see their tasks through list, board, and calendar views. Tasks are typically moved through lists like ‘To do’, ‘Doing’ and ‘Done’. Work can easily be filtered by assignee or labels such as “Development” and “SEO”.
Real-time messaging: Send messages, audio messages, polls and other information in a space.
Documentation: Write down important information on the Notes mini-app. Think of meeting agendas, documentation or updates.
Further down we will explain in detail how we use our own platform to manage web project management activities.
Design & UX: Figma
We mostly use Figma for creative work on the web design project management front:
Mindmap: What pages we want to work on, which ones to prioritize.
Wireframing: Skeleton of a page with the different sections.
Visuals: Screens from the UI/UX workflows and convert them into custom marketing materials for the website.
We connect Figma with the web design project management workflow by attaching designs to individual tasks. Designs can also be added to meeting agendas in the Notes mini-app.
If you use Adobe Creative Cloud instead of Figma for website development, then you can also freely integrate those designs to the Files mini-app on Rock.
Content writing & SEO: Google Drive and Loom
We mainly use 3 different platforms for managing the content writing and SEO process of the website.
Google Drive: We write down our documentation, copy and guidelines on Google Drive.
Loom: We use Loom to to share asynchronous videos between team members. Think of walkthroughs for workflows, content or new webpages. We watch videos back and add comments if there is anything we did not understand.
We use the in-app Loom integration to quickly record a video if something is too difficult to explain in words. We also use the Google Drive integration in our website project management by adding relevant folders to the project spaces.
You can basically do the same with Dropbox, OneDrive or Notion if your team is more used to working with those cloud storage providers.
Development & implementation: Webflow
We use Webflow as our CMS for the project management for web development process. We wanted to combine the Webflow experience with the powerful plugins and SEO functionality of Wordpress. Thus we decided to use both in our website development.
Moving between web development stages is done through a dedicated tasks with an exhaustive list. We first develop the page on Figma, and subsequently move the design to Webflow.
We keep dedicated checklist items for each stage in the development process. This way everyone in the team can track website improvement progress. More on that in the upcoming section!
Manage your website project management workflow by following these 6 steps
The following section summarizes our website project planning process in 6 simple steps. This process free and can be easily implemented by any team.
Throughout the last few months we trialed different processes and communication strategies. We’ve found this to be the most effective workflow for a starting team or small business.
1. Configure the required spaces and establish how to communicate across them
We manage the website website development plan with tasks across three spaces. If you’re working with clients you can create a separate space for them.
Spaces combine all task functionality you might need alongside full-fledged messaging, note taking, file storage and meetings. We organize website project management communications across 3 spaces:
Strategy space: Highest level and and where we discuss the overall project. It’s where we discuss objectives, results and the different milestones of the website development plan.
Creative space: Individual tasks and discussion of new pages, page improvements and other more granular activities.
Development space: Bugs and website errors.
You can follow this set-up or take other routes.
2. Integrate your website management toolstack
There are 3 types of tools you should consider integrating with for the website project management workflow:
Design tools: Figma or Adobe Creative Cloud
Cloud storage providers: Google Drive, Dropbox, OneDrive, Notion, Miro
We integrate our design folders to the Files mini-app of every space so work can be streamlined. It also allows anyone in the team can quickly find and access design files.
Add your complete design folder and then attach individual pages or files to tasks, notes and topics.
Integrating Figma or Adobe only takes a few minutes. Select “Files” on the top of your space, select the platform you want to integrate, authenticate the account and select the relevant folders.
Once an account has been authenticated you can directly add folders in other spaces as well.
Cloud storage providers
SEO workflows, new content, strategies and team planning should be stored in a cloud storage provider.
We integrate our cloud storage providers to our spaces to reduce folder searching and link sharing across the team. Everyone can access important information without getting distracted with non-relevant folders.
Just like Figma and Adobe, the integration of Google Drive, Dropbox, OneDrive, Miro and Notion only requires a few simple steps. Select the Files mini-app, pick your provider, authenticate and select the folders you want to add to the space in question.
You can now continue adding folders in other spaces and different projects you’re working on.
Meetings & video
We often encourage our own team members to say no to meetings. Nevertheless, when really needed you should be able to jump on a quick call with anyone to align on a task, priority or discussion.
To do so you can integrate with Google Meet or Zoom. Just like the file integrations, the only thing you have to do is select the camera icon in the bottom of your screen, select your app and authenticate. Once that’s done you can start new meetings in any space.
You can also use Jitsi which does not require authentication and is an open-source free videoconferencing platform.
Now, we also mentioned that we used Loom to share asynchronous video with the team. When something is not urgent, you can still add a personal touch by using the Loom integration.
3. Configure the task board
The Tasks mini-app is a powerful project management tool that allows you to coordinate your project. We organize all of our tasks in a ‘backlog’, ‘doing’, ‘to be reviewed’ and ‘done’ setup.
There are a variety of task configurations. Let’s do a deep dive into the most notable ones that you will need when setting up a website project of your own.
[Strategy space] Cycle/Sprint task
[Creative space] New webpage creation or improvement
[Creative space] SEO tasks
[Development space] Bug management
Strategy space task: Cycle/Sprint task
The highest level documentation in the website project management workflow is done with a sprint task. These tasks summarize all the activities within your sprint cylce. We typically use these to separate project vs task.
Depending on how large your project is, you can either create 1 task for this, or separate it between different workflows such as SEO, content implementation and back-end work.
Here’s how we typically use the different task fields in a cycle/sprint task:
Assignees: Project manager or main project owners. Leverage the follower feature If other team members are involved but not assignees. This way they can still receive notifications of all task activity.
Start & due dates: Cycle tasks typically move between website design timelines. We push changes to our live website every two weeks. Add start and due dates and sprints to organize these different timelines.
Labels: Categorize tasks as “website” or “website project” so you can easily filter the task board.
Checklist: We leverage cross-space @mentions a lot. The different granular tasks are in different spaces, just @space:task on Rock and directly link to tasks in different spaces.
Creative space task: webpage creation and improvement
We use a single task for web design project management. After testing different configurations, we ended up organizing work in the following way:
Assignees: Our team is quite small so there are only 2 people assigned. You can always add people later on if their input becomes relevant.
Start & due dates: We add the task to a sprint, this automatically adds a start and due date.
Checklist: We define different stages from start to finish: content framework, page outline, content writing, design complete, webflow complete, animations complete (if relevant), transferred to wordpress.
Attachments: We attach the page mock from Figma to the task so we can quickly get to work.
We sometimes want to make changes to an already improved webpage with a new section, visual, or changes to the copy or visual elements. We then move the initial page task back from ‘done’ to ‘backlog’ to access all past documentation.
Creative space task: SEO related tasks
Within the website project management template, we typically edit SEO tasks in the following way:
Assignees: SEO related tasks are typically assigned the content writer and SEO marketer.
Labels: We highlight whether a task isinbound or outbound SEO work.
Attachments: A lot of our SEO work is stored on Google sheets or docs. We attach these to the task for easy access.
Tasks often repeat across cycles. We highlight the cycle in the task title (i.e. “September Sprint”) and duplicate the task when the new sprint starts. Recurring activities typically include optimizing for orphaned content, in or outbound link communications and collaborating on guest posts.
Development space task: Bug management
Bug fixes are an important part of the web development project management process. We file all bugs in one long checklist and use the @attachments function to add images of issues we are facing.
There are a few information fields that we use for these tasks:
Assignees: Developer although sometimes it requires input from design or UX as well.
Checklist: Different bugs are added when they’re flagged by a team member or user and manually ranked as high, medium or low. We use the use the @attachments function to refer to images of issues we are facing on the website.
Attachments: Screenshots or videos that provide more context on the issue at hand.
We try to fix 10 bugs in every cycle and refresh documentation every now and then by duplicating the task so the checklist does not become too long.
4. Set up your development cycle
Website work is set up in recurring development cycles. A development cycle is organized in a timed cycle or sprint and includes page creation improvements, SEO, and bug fixing tasks.
Our development cycles run for 2 weeks. After that we push the changes live and start with a new set of tasks. Here are a few things you should keep in mind when setting up your development cycle:
Decide on a timeframe
Prioritize tasks and add them to the checklist
Stick to your deadlines
Decide on a timeframe
While we implement changes every 2 weeks you can pick a timeframe that fits your website project management style. Some teams run weekly, monthly, quarterly or bi-annual improvements. Note that the larger the timeframe, the more changes.
A bigger set of changes often results in more bugs and problems to arise. We keep our cycles short so that it’s easier to pinpoint the cause of issues. We also believe in progressively adding small improvements rather than waiting too long for changes to be implemented.
Timeframes depend on your team, client communication (if external web project management), and priorities. We do recommend to pick one interval and stick with it for consistency. That is, don’t change the length of the intervals between your cycles.
Prioritize tasks and add them to the checklist
Use the ‘priority’ field on tasks when they are added into a space. Project managers can then pick the important activities by filtering between the different categories in board view.
You can currently select the following priority levels on Rock: urgent, high, medium, low, lowest. After each implementation you can always revisit the priority tag added to the tasks in the backlog.
Once you start planning a new cycle, pick the tasks you think will have the biggest impact or can be quickly implemented.
Stick to your deadlines
This is arguably the hardest part of website project management. Tasks often take longer delaying the release. We recommend sticking to the deadlines and keeping open communication channels on workload, time investment and priority.
Sometimes it’s better to remove a task from the list and push the changes live. After the cycle is completed you can reconvene with your team and discuss workload.
We set up a recurring retrospective meeting. There are a variety of topics that are discussed in these meetings, but we always follow our own virtual meetings best practices. We typically require a meeting agenda to be shared at least 24 to 48 hours in advance so everyone can prepare accordingly.
These meeting agendas include the following:
Action items: What are the next steps? Do you need to brainstorm anything with the team?
Updates: Use check-in questions, share metrics and site performance numbers or share other general personal or organizational information.
Discussion topics: What are the key things you want to talk about? Do you need additional input or information about anything?
Relevant files: Attach design or cloud storage files the team needs to review prior to meeting.
Check out other meeting agenda examples from our team if you’re looking to minimize meetings while keeping the team productive and connected.
6. Continue adding new cycles
The website project management process is always ongoing for us. Some weeks might be busier than others depending on the bandwidth in the team.
Repeat step 3 to 5 and continue improving your website and optimizing the site experience. Create new tasks for pages, bugs or improvements and add them to a new cycle once they become a main priority.
This set-up allows you to celebrate your wins at the end of each cycle. While managing a website is often an ever-going activity, you can use this website project plan template to give the team a sense of progress and accomplishment.
Managing web projects with Rock
Websites are a great foundation for product growth and prospect conversions. Make sure you get the most out of your hours invested by signing up to Rock and implementing the tips and process for website project management.
Every business has goals and objectives it needs to achieve in order to stay profitable. But as most teams know, this is often easier said than done.
Your ability to achieve company objectives and goals can be influenced by a variety factors. While you can’t control them all, you can still increase your chances of success by implementing the correct strategies and processes.
This article navigates through the following topics:
Goals vs objectives: differences and how to define them
10 Best practices to achieve company goals and objectives
Goals and objectives are the most adaptable blocks within your strategy. They act as benchmarks and targets that steer decision-making, performance assessment, and the distribution of resources.
The final stage of your organizational strategy involves writing down your goals and objectives. Once defined, you can effectively pinpoint the short-to-medium term achievements you want to concentrate on.
It’s important to recognize the difference between a goal and an objective, and understand how they work together:
Goals:
Overarching statements of desired outcomes of a team or an organization.
Long-term, focusing on the direction of the organization.
Sense of direction for establishing more detailed, actionable objectives strategies.
Objectives:
Specific, measurable, achievable, relevant, and time-specific (SMART) targets.
Breakdown of main goal that defines what should be achieved and by when.
Ensure accountability when used to monitor progress and assess performance.
Is this the first time you’re defining goals and objectives of a company? Get started with our dedicated template that walks you through the most important steps.
How to Achieve Business Goals and Objectives: 10 best practices
Now that we know the difference between company objectives and goals, let’s dive into some 'how-tos'. From defining clear goals to fostering a culture of accountability, these strategies will serve as your roadmap to success.
1. Set realistic objectives for your team to complete
Every good objective has two components: a target date and a measurable achievement.
For example, "Increase our sales revenue" and “Boost our profits” are not practical objectives. They don’t indicate when or how much. Instead, "Increase sales revenue by 30% by June 30th." would be a more effective statement.
Another way to make sure a main objective is realistic is to break it down into smaller tasks that team members can complete within a specific time frame. These smaller tasks are typically called milestones.
For example, if your objective is to hire five new employees by the end of the year; what are challenges and timelines for each role? Creating a milestone for each hire might help team members tackle the objective more effectively.
2. Leverage asynchronous communication
Asynchronous work is a collaboration style that does not require the presence of all participants at the same time. Instead, individuals complete their tasks independently of others' schedules. This enablies flexibility and enhances productivity.
Asynchronous work offers several key benefits that support the achievement of company goals and objectives:
Increased Productivity: Asynchronous work allows team members to focus on tasks without constant interruptions. Teams create an environment focused on deep work and more intentional interactions.
Flexibility: People inasynchronous teams work when they are most productive. Team members can optimize their work routines around other responsibilities and keep a better work-life balance.
Global Teams: For teams distributed across time zones, asynchronous work minimizes the need for overlap. This allows organizations to hire talent regardless of their geographic location.
Reduced Pressure: Without the need for immediate responses, team members can take the time to thoughtfully respond to queries and produce high-quality work.
Efficient Use of Time: Asynchronous communication tools allow for tracking of tasks and conversations. Documentation can be referred to later, reducing the need for repeating information and saving time in the long run.
Documentation refers to the process of providing written evidence or records. Think about work progress, processes, policies, instructions, decisions, or events within an organization.
Prioritizing effective documentation is essential to ensure smooth operations, safeguard knowledge, and continuously improve as a team.
Documentation helps teams with objectives and goal management through the following:
Knowledge Management: Documentation serves as a repository of information that can be referred to when needed. It prevents loss of knowledge due to staff turnover and helps new employees get up to speed.
Accountability: When tasks, decisions, and processes are documented, it's clear who is responsible for what. This promotes accountability, which can drive progress towards goals.
Efficiency: Well-documented processes can lead to increased efficiency by reducing the need for repeated explanations and minimizing the risk of making mistakes.
Hiring a virtual assistant can help your business improve its documentation process. A virtual assistant can create and maintain accurate documentation for your business, ensuring that all data is up-to-date and accessible.
4. Keep information up to date
Tasks should be continuously updated as new relevant work gets completed. This way team members can stay up to date with progress and seamlessly access information.
Provide updates when relevant. Task management systems allow you to update the assignee status, change lists, or leave a comment. This way, everyone else knows that you made changes to the task. Similarly, you can keep your team informed by using the task comments.
You can use comments to note what you did on a task or how it's progressing. For example, you just updated a bug report and want to let someone know.
Then, change the list of the task or update your assignee status. This way, team members know that you finished the task, and they can move on to other tasks. If you want to update the status of an assignee (e.g., change them from "to do" to "In Progress"):
Check out "Assignees" at the top of a task. You'll see a list of all people in that project or conversation.
After selecting, click on their name and "Change Status."
Select "In Progress" or the status that best fits that task.
5. Assess and prioritize tasks
It’s important to continuously assess the importance of activities to achieve short-term business goals. First, you need to prioritize tasks based on their impact on the company. Next, assess what needs to be done right now and what can wait until later.
Determine the importance of each activity by asking yourself, "What's the impact of this activity on our company's success?" Assign a score from lowest to highest based on how it will affect your company goals (e.g., lowest, low, medium, high, urgent). Then prioritize the tasks accordingly so that the essential activities are always at the top of your list.
Assessing the importance of activities is a continuous process that involves three steps:
This will help team members that wonder how to improve work performance. By focusing on what is urgent and has a high impact, they can spend their time effectively.
6. Stay flexible
Staying flexible in the pursuit of company objectives and goals means being open to change and ready to adapt when circumstances shift. Adjust strategies, reallocate resources, or even alter goals as necessary to respond to unpredictable events or new information.
To stay flexible, it's important to regularly review and revise plans as necessary. Open communication and feedback loops can help identify when changes might be needed.
While flexibility is important, it's also crucial to keep a clear vision and strategic direction to prevent becoming unfocused or reactive. A balance between flexibility and stability can help you adapt to change without losing sight of long-term goals.
7. Monitor progress
Monitoring progress is an essential step in achieving company goals and objectives. It involves regularly tracking and evaluating the performance of tasks and projects against established benchmarks or KPIs (Key Performance Indicators).
Here's how it can contribute to the success of your organization:
Identify progress and successes: Monitoring allows you to see what's working well. Identify which strategies are driving success and focus on maximizing impact.
Detect problems early: Regular monitoring can help spot issues or bottlenecks early on. Intervene early to prevent small issues from becoming major obstacles.
Accountability: Hold each team and individual accountable for their tasks. Monitoring progress ensures everyone is contributing effectively towards achieving the company's goals.
It's important to have clear, measurable objectives and a reliable system for tracking performance. This could be a project management software, a custom dashboard, or regular reports.
Regular check-ins or reviews should be scheduled to discuss progress, address issues, and adjust plans as necessary. Remember, the goal of monitoring isn't to micromanage. Provide support and guidance to ensure the company's objectives are being met.
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8. Learn from mistakes
When setbacks occur, use them as learning opportunities instead of focusing on the negatives. Acknowledge when things go wrong, analyze the situation and then implement changes to prevent the mistake from happening again.
Here are some specific examples of how learning from mistakes helps with achieving company goals and objectives:
Employee Development: When mistakes are treated as learning opportunities, it reduces the fear of failure. Employees become more willing to take on challenges and learn new skills, which increases their contribution to the company's goals.
Risk Management: Understanding past mistakes can help in predicting and mitigating future risks. Proactively devise strategies or backup plans to handle similar situations, minimizing setbacks.
9. Use the right tools
The right tools can streamline processes, improve communication, enable better decision-making, and generally increase efficiency and productivity.
Here's how:
Efficiency: Tools like project management software can automate routine tasks, streamline workflows, and help track progress, significantly increasing efficiency.
Collaboration: Collaboration tools allow teams to communicate, share documents, and work together.
Task Management: Task management tools can help organize work, set priorities, and ensure that everyone knows what they need to do and when. Keep projects on track and ensure that company objectives are met.
Remote Work: For companies with remote teams, tools for video conferencing, instant messaging, file sharing, and more are essential for enabling effective remote work.
Choosing the right tools requires understanding your company's needs and goals. It's also important to provide adequate training to ensure that all team members can use the tools effectively.
Remember, tools are meant to support your work, not make it more complicated. The best tools will fit seamlessly into your workflows and enhance your team's ability to reach the goal.
Bring order to chaos with Rock
Work with tasks, chat, notes, files and meetings in one place.
10. Celebrate achieving company goals and objectives
Team members who feel valued and appreciated are much more likely to keep hitting their objectives. Celebrating your team's success is an effective way to boost morale and encourage future success while preventing a toxic work culture.
So how can you celebrate employee achievements? Here are some tips for celebrating team victories large and small:
Virtual events: A virtual cooking course, team-building exercise, board game, escape room, and movie night are all ways to connect remotely. Ensure all team members receive an invitation to the event, even those unable to attend because of conflicts or other commitments.
Themed celebrations: For example, if you're celebrating a significant contract win with a travel agency, you might host an online event with a tropical theme where guests receive gift boxes or care packages delivered to their homes.
Bonuses: Celebrate achievements that are measured in dollars or percentages. For example, if your team has increased sales by 20% over the last year, celebrate that achievement with bonuses.
Awards ceremonies: Create a set of awards based on different values and achievements throughout the year. To keep things light, you can also present awards such as "Best Dressed" or "Best Smile."!
Remember, a celebration can be as simple as having a virtual coffee break. Just make sure to recognize the team's accomplishments and make them feel valued.
Start achieving your company goals and objectives today
Remember, success doesn't happen overnight. But with a clear vision, the right strategies, and a dedicated team, you can start making progress towards your goals and objectives today.
Need a helping hand in achieving company goals and objectives? Try out our free workflow template!
✅ Actionable steps to define company objectives and goals
✅ Examples of organizational goals and objectives
✅ Task management functionality to track & check off every important activity
✅ Collaboration suite to work with team members and share information
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Manage long term planning with tasks, chat, notes, files and meetings in one place.
Picture this: it's Monday morning, you're sipping your freshly brewed coffee, and eager to kick off a productive week. But as you scan your calendar, you're met with a sense of dread - an endless list of back-to-back meetings.
Sound familiar? If so, you're not alone. Inefficient meetings have become a notorious time-drain, often leaving little time for actual work. In this dedicated guide we will walk you through:
General theory on the best meeting duration
How much time you should spend per type of meeting
Virtual meetings best practices
How to cancel a meeting: free template and step-by-step process
No more aimless discussions; it's time to take back control of your schedule. Don't just survive your workweek—thrive in it!
What is the best meeting duration?
No meeting should be longer than half an hour. There are many experts that support that idea. One of them is Donna McGeorge, the author of The 25 Minute Meeting: Half the Time, Double the Impact. She argues that, if done well, meetings are “short, sharp and productive”.
This meeting length limit is inspired by Francesco Cirillo’s Pomodoro method, which states that 25 minutes is the optimal amount of time for people to focus on a certain topic.
Unless you have a very clear goal in mind, there is a danger that a meeting will be a waste of time, according to this Harvard Business Review article. So if you are in charge of organizing a meeting, ask yourself this question: “What is this meeting intended to achieve?”
Once you know that, you can establish the best length when arranging meetings.
Note that there are exceptions. The length of meetings depends on the nature of each conversation. You also can’t be too strict with certain stakeholders (i.e. customers or clients).
Let’s have a look at the most typically occurring meetings and their recommended duration.
Types of meetings and their recommended duration
Meetings can be effective tools within your workplace collaboration, team effectiveness and efficiency, and culture building.
In some cases though, meetings don’t need to happen at all. This is especially true in the case of asynchronous work, where teams work through task management and heavy documentation.
Next up: the 9 main kinds of meetings and how long they should last.
1. Information sharing
Information sharing is usually a one-way dialogue where one person informs a group of attendees or employees about a specific issue. It is not a meeting by itself, but an effective way to share information.
Meeting time: 0 minutes. You should share information whenever it has been properly documented. This allows people to take the necessary time to process information and prepare feedback and questions.
Subsequently, the team can schedule a brainstorming call (typically 30 minutes) or a short meeting to discuss the contents, ask questions, make decisions and provide input.
Think of the following activities as information sharing: company updates, lectures, presentations, walkthoughs.
Suggestion: You can record videos with apps like Loom to walk through a presentation. After that, only schedule a short meeting to discuss questions, brainstorm, or go deeper into the topic.
2. Best time for meetings: regular 1:1 chats
A 1:1 meeting is a free form meeting. It is used to keep two people in the loop about a certain situation, give feedback and resolve work related issues. But it goes beyond status updates because it lays the foundation for a productive and trusting relationship.
Meeting time: Between 20 and 40 minutes. Make sure to balance conversations around work, interpersonal relationships and professional development in these meetings. Depending on the frequency, a meeting duration between 20 and 40 minutes is optimal.
In this conversation there is usually a mix of work and culture. If it is arranged between you and your manager, it becomes a good opportunity to talk about how you handle your workload, your general satisfaction level and personal experience within the company.
Regarding the meeting duration, a common best practice is to schedule a 1:1 for 30 minutes, and then have 10 minutes extra open after in case of the meeting running over.
Suggestion: in a remote environment, try to keep these conversations face-to-face. Make sure that your equipment allows high quality video and audio for a better experience.
3.Client meeting
Ideally, a client meeting should take half an hour. But you have to make sure to send as much information in advance as possible, so your clients are up to date and can prepare questions, feedback or any information they might need beforehand.
Meeting time: 30 minutes. Learning how to meet with clients is one of the most important tasks you can complete.
According to Fellow, there are four different types of client meetings:
Introductory: you can use this preliminary first chat to establish a good relationship with a client.
Consultation: gain a clear understanding of the client’s needs… and position yourself as a solution!
Proposal: present the client your findings and research. Seal the deal.
Check-in: make sure everything is on track and there are no unanswered questions.
Suggestion: in a client meeting, preparation is key. Come well prepared to make it more effective and productive without going overtime.
4. All hands or town hall
In this group conversation, all employees, managers and stakeholders meet to discuss company-wide matters and share general updates. These updates are sometimes shared in a news brief beforehand, and then discussed with the rest of the team.
Meeting time: Between 20 and 40 minutes. Town hall or all hands meetings are not very frequent, but they are important for employee engagement, especially if you are looking into improving productivity in an organization.
All hands meetings are helpful to celebrate milestones and foster your company’s vision and values. They are also a good opportunity for people to have a direct approach with the CEO and with colleagues from different departments they don’t usually meet.
Suggestion: Make sure to make these meetings interactive to nurture collaboration between teams across departments. You can nurture company culture through a quiz or by setting up breakout rooms. Give everyone a chance to ask questions and interact.
5. Brainstorming
A brainstorming meeting encourages participants to generate and share ideas freely, often focusing on solving a specific problem. The primary goal is to stimulate creative thinking, foster innovation, and encourage open communication among team members.
Meeting time: Around 30 minutes. The meeting duration of a brainstorming can be flexible, but it’s a good idea to try to stay around 30 minutes. Don’t be too strict about the end of the meeting; sometimes the best creative ideas rise in the last minutes.
Shorter intervals allow your team to be more straightforward. So it all depends on the kinds of ideas you are looking for and how specific you want to be with the topic.
Suggestion: once the meeting is over, use Rock to create a topic, so people can continue to add ideas even after the meeting. A topic in Rock is very similar to a thread anywhere else. It is like an extension of a brainstorm meeting to give space for some creative ideas to occur at a later point that day, week or month.
6. Weekly team meeting
This meeting is usually arranged every week at a designated time. It addresses action items and roadblocks, as well as tasks and questions for the upcoming weeks.
Meeting time: Between 20 and 30 minutes. This kind of meeting is important for staying organized at work through weekly updates. It should not take much longer than 20 or 30 minutes.
A regular weekly team meeting can help team members progress better with their work and collaborate with their peers. Remember to have a clear purpose, defined meeting agenda and don’t bore your colleagues with unnecessary too long meeting time.
Suggestion:share important information in a meeting agenda beforehand. Take a look into these meeting agenda examples to bring structure to your conversations.
7. Daily standup
A daily stand-up is a brief, time-boxed meeting where each team member provides a concise update on their progress, plans for the day, and any obstacles they may be facing. The purpose is to maintain transparency, alignment, and accountability while identifying potential roadblocks early on.
Meeting time: Preferably less than 15 minutes. A daily standup should be as short as possible, ideally less than 15 minutes! Daily standups are usually conducted in the morning.
You can navigate this short meeting using these three questions:
What did you do yesterday?
What will you do today?
Anything blocking your progress?
Suggestion: Create a topic on Rock for daily standups and have team members communicate what they will be working on by @mentioning the respective tasks. It makes it easier to follow up and provide more context.
8. Retrospective meeting
A retrospective meeting is a structured review session held after the completion of a project, sprint, or specific milestone. Team members reflect on the process, identify successes and areas for improvement, and discuss actionable steps to enhance future performance.
Meeting time: 20-30 minutes. These open conversations last about 20 minutes or half an hour. Retrospectives usually come at the end of a sprint or at the end of a project to talk about what went well and what can be improved. They promote knowledge and value sharing while working together.
Remember that during retrospectives employees should be able to express concerns freely through a sense of trust and open communication.
Suggestion: Follow our guide on how to run a retrospective successfully. You can start by setting a clear agenda with discussion points. You should try to have only relevant people involved.
9. Coffee chats
A coffee chat is an informal, casual conversation between two or more individuals. The purpose is to build rapport, share ideas, network, or discuss work-related topics in a more laid-back environment.
Meeting time: Between 15 and 30 minutes. Meeting duration is important here: don’t make a coffee chat too long! Think about how long you realistically spend drinking a coffee: most probably, not much more than 30 minutes.
A coffee chat is a great idea for networking and interacting with people across your organization in a less formal way. Don’t be shy to make small talk, but stay away from sensitive topics.
Suggestion: these meetings are great for culture building. You can use these informal meetings to get to know new colleagues within the company.
Virtual meetings best practices
Now that you have a clear idea know of how long a meeting should be, let’s have a look into virtual meetings best practices:
30 minute meeting rule: As we explained before, some theories state that if meetings are around 30 minutes maximum, people are quicker in making decisions.
Set up a meeting agenda well in advance: Allow people to read through documents, add items and complete what is going to be discussed so you get the most out of your time. Use these meeting agenda examples.
Don’t overdo meetings: Be mindful of when you schedule meetings. If something can be done asynchronously (by using tasks, messages, comments or notes) then don’t schedule a meeting.
Learn to say no to meetings: If you have no input on a meeting or there is no value added to your presence in a meeting, say no.
Async by default, synchronous when really needed: Move to asynchronous work by default. Prioritize things that are actually important, and leave meeting time for activities that truly bring value.
How to cancel a meeting: free template and step-by-step process
Time is your most precious resource. It's always in short supply, and you can't create more of it.
Wasting time, whether it's yours or someone else's, should be avoided. Ideally, every meeting on your work calendar should be efficient and contribute value. Unfortunately, this isn't always the reality.
As a result, learning how to cancel a meeting is an essential skill in today's professional landscape. It's particularly important if you want to reclaim productivity without damaging relationships.
Legitimate reasons for issuing a meeting cancellation notice
Methods to cancel meetings: when to use each one & examples
The fundamentals of canceling a meeting
Strategies to prevent cancellations altogether
Additionally, you can access all this information in a dedicated project template! Edit and customize details, collaborate with others, and access meeting cancellation resources and tailored workflows.
Are you ready to become a proficient expert in canceling meetings? Dive in or begin with the FREE dedicated template!