Roles & Tasks: How Many Hats Are You Wearing?

Business roles

It’s inevitable. As a small business owner, you will wear many hats… often switching between various roles & tasks several times a day. Marketing manager Project manager Bookkeeper Content developer Coach Technical support staff Administration extraordinaire While this type of juggling is to be expected, you have to be aware that not all of your hats are created equal. Marketing outweighs bookkeeping, for example, because without marketing, there will be no cash to manage. Not only that, but you have to consider how much time you’re spending in each area as well. If you spend all day tweaking the design on your website and put off sending an email to …

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Records Management Tips for Small Businesses

Document Management Tips For Small Businesses | Gobeithio

For many businesses, the focus of records management is on the organisation and storage of documents. They want to be able to securely store their business documents in a way that enables quick and easy access. At this level, the goal is business efficiency.

Record keeping systems can range from paper-based systems (think: cute-coloured manila folders) to slightly more complex computer (Windows Explorer) or cloud-based ones (Dropbox, Google Drive or perhaps even Evernote). Ultimately, the type, size, and complexity of your business is what determines the best record keeping system for you. I have to say though, most of the clients I work with have embraced cloud-based storage as the way to go and it works well.

In addition to keeping good records, is the equally important piece around knowing which of your business records need to be retained and for how long. Typically, these cover records that have a taxation implication. Here the goal is compliance.

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How To: Want Your Trello Card Back? No Probs! Here’s How You Retrieve an Archived Card

Trello-Retrieval

Q: Help! I’ve accidentally archived a card and need it back. Where do I go to find it and how do I restore it to its rightful place on my board? A: It is so easy to archive a Trello card. All you have to do is hit the “C” key when you’re in the card and it’s done. But don’t freak out if you hit that “C” key without meaning to… Here’s how you bring the card back to the board: Step 1: Click on the board’s “Show Menu” link Step 2: Click “More” Step 3: Choose “Archived Items” Step 4: Use the “Search Archive” field to lookup the …

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How To: Declutter by Archiving Trello Cards That Are Done and Dusted

Trello

Q: My board is a hot mess. How do I archive stuff that’s no longer relevant or that’s been closed off? A: It’s a good idea to give all your Trello environments a spring clean every so often. The awesome thing with Trello is that it’s possible to archive a card, a list or an entire board. Another awesome thing about Trello is that archived cards, lists and boards don’t get deleted automatically. You can leave them archived for as long as you like and retrieve them whenever you need them… Like when you want to duplicate an old board for a new project, so you don’t start from scratch. …

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How To: Use Trello Filters to Manage Your Tasks and Workflow

Trello-Filters

Q: I want a view of all cards on a board that are assigned to a team member and overdue. Is there an easy way to do this? A: Yes! There most definitely is a way to use Trello filters to manage your tasks and workflow. Before we dive in, make sure you have your Trello notifications turned on so you don’t miss a thing! At the board level, all you have to do is: Step 1: Click on Show Menu and select Filter Cards or better yet, just hit F to open your board’s filter Step 2: Set your filtering parameters. You can filter by label, member and/or due …

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