Don’t Use Elaborate Task Management Systems

[ad_1] At this point in my career, I’ve been working remotely more than I have ever been in an office. I don’t ever want to have to return into an office unless it’s absolutely necessary. Part of working like this, though, is maintaining a sense of self-discipline for the backlog of tasks required for work and doing so in such a way that makes it easy for me to focus on what I’m working on, what’s next, and what’s in the backlog. (If you’re a developer and you’re reading this, then you’re probably thinking kanban and you’re not wrong – but what I’m getting at is slightly different). Before getting too much into the rest of the article, I do want to share that the majority of work I do right now is captured in Asana and organized by quarter. We have very little email and very little thrashing between emails, DMs, and other behavior commonly associated with the hyperactive hive mind. [The] hyperactive hive mind as a workflow centered on ongoing conversation fueled by unstructured and unscheduled messages delivered through digital communication tools, like email and instant messenger. Ezra Klein Interviews Cal Newport But that doesn’t mean I don’t want to take a little further to not only help my day-to-day (especially during periods of increased business) but also to help give visibility to other people with whom I work so they know where a given task stands in my queue. And don’t think this is me elevating my day-to-day any more important than yours. On the contrary. I’m sharing this to help give insight on what I’ve found that works so it may help you, too. Don’t Use Elaborate Task Management Systems I’ve used a variety of productivity apps and tools over the years, like Things (it was the first app I ever bought for the very first iPad!) and Trello (long before Atlassian bought them from Glitch, fka Fog Creek). I’ve also given a fair shake at a number of apps with which we’ve been inundated with the last decade and a half. But I’ve found it’s often the simplest approaches that can be just as effective, if not more so. In particular, I’ve settled on two lightweight methods that I find most useful for keeping track of my tasks, projects, and various todos – a simple text file and a Google Doc. A Basic Text File The first method I use is maintaining a plain text file on my desktop that I can quickly open and jot down notes, thoughts, links, quotes, and anything else related to the work I need to get done. What it’s like to type into a basic text editor. I usually have it open in an area of the screen or one of my virtual desktops so I can quickly capture the idea and the move back into what I was doing. The goal here to is get the information somewhere I can remember it later but to avoid the expensive cognitive load of context switching. This low-friction system allows me to capture ideas the moment they come to me, without having to fuss with a complex task management app. Ultimately, think of it like a digital scratch pad – I’ll dump in links to or quotes from Slack messages, email excerpts, random musings, and anything else that I want to reference or follow up on later. Then, during the last block of time in my workday, I can review the file, triage the items, and transform them into actual tasks, projects, more detailed notes, and so on. The Kanban Google Doc (For Lack of a Better Term) The second approach I rely on is keeping a living Google Doc that serves as a kanban board of sorts for my work. I divide the document into three clear sections: “In Progress,” “Up Next,” and “Backlog.” Under each of these headers, I list out my various tasks, projects, and responsibilities, along with any relevant details, links, or context. This simple, visual layout gives me a birds-eye view of everything I’ve got going on. There’s a difference in a bird’s eye view and eye-view of birds. It helps me stay focused on what I’m actively working on while also keeping an eye on what’s coming up next. And crucially, if I need to share let others see what I have going on, I can simply send them the link to the Google Doc to provide that transparency. Sometimes, this affords them the opportunity to find someone else to help or it helps set reasonable expectations on when the requested work will be completed. When Simplicity Matters I find these two methods valuable because they are so lightweight and low-friction. I don’t have to wrestle with complex task management software or try to shoehorn my workflow into a particular system. There are no software updates, system downtimes, or anything like that. In situations like this, I’m convinced simplicity wins almost every time. Instead, I can quickly jot things down, organize my thoughts, stay focused, and keep moving forward on whatever it is on which I’m currently working. We have too many notifications, alerts, red circles, and digital distractions that attempt to push themselves on to us. I’d rather silence all of those and then pull the work I need when I’m ready. Sometimes the simplest approaches are the most effective. By sticking to these two lightweight task tracking techniques, I’m able to maintain focus, reduce cognitive overhead, and ensure I’m making steady progress on the things that matter most. [ad_2] Source link

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StellarWP Acquires Learning Management System LearnDash – WP Tavern

[ad_1] StellarWP announced today that it acquired LearnDash, a learning management system (LMS) for WordPress. The product allows educators to create online courses, quizzes, and dynamic content. LearnDash will continue to operate autonomously, keeping its team intact. In May, Liquid Web launched its new umbrella brand, StellarWP, alongside its acquisition of Impress.org and its flagship product, GiveWP. iThemes, The Events Calendar, Restrict Content Pro, and Kadence WP are included in this family. Each of the brands operates independently. Essentially, StellarWP functions as a “branded house” but is very much a “house of brands,” according to Chris Lema, who will be switching roles and taking the General Manager position for LearnDash. The LearnDash acquisition is StellarWP’s largest to date, but the company did not provide a specific dollar amount. The LMS market size grew to $10.84 billion in 2020. It is projected to increase to over $13 billion in 2021, according to Fortune Business Insights. However, when asked why the company was jumping into the space, Lema talked about the vision. “The way I think about things is less about the bottom line and more about the larger vision,” he said. “At Liquid Web, we believe that things will continue to get more abstracted for customers. They will want, less and less, to deal with the complexities of hosting. They don’t really want ‘managed’ hosting or even ‘managed WordPress’ hosting. They want a hosted solution. In other words, they want a solution that works. If they need it hosted, great. If they already have a host, great. So we’ve been focused on building a solutions-orientation toward folks who are doing digital commerce or are building digital commerce solutions for their customers.” He said that LearnDash fits perfectly into that vision for the company. In some ways, the global COVID-19 pandemic that began in 2020 may have hit the fast-forward button in many online sectors. The landscape shifted for small and large businesses. More people have had opportunities to take online courses or even create their own. “Yes, we saw a dramatic increase in the take rate on online learning platforms across the entire space,” said Lema. “Last year saw a COVID dip for many, but for online learning, it was a bump. That said, I think we’re seeing the numbers drop back down a bit into a more normal but elevated range based on what happened last year. And most importantly, more people than ever have tried their hands at online learning, and I don’t think that’s going to stop.” Now that Liquid Web and StellarWP have built a library of multiple products, one question is how the company might begin to tie them together. There are some easy wins with cross-product integration that would fit into the vision of selling solutions. “Yes, we think so too,” said Lema. “RCP and LearnDash, GiveWP and LearnDash, LearnDash and Nexcess, and more. I think we’ll see a lot of collaborations across the StellarWP brands. But to be clear, each brand runs independently, so for LearnDash, we’re still focused on all sorts of other integrations, from chat to testimonials to CRM to better Zoom integration.” While he did not offer any specifics, it is likely in the cards in some form. Each of these is robust a product that, when used together, can provide a powerful toolset for building commerce-based websites. Lema wrote a more in-depth post on his personal blog about integrations being a vital strategy for business growth. He shared a riddle that he likened to the WordPress ecosystem. “I thought about it because it’s a bit of a parable for how I see so many product owners in the WordPress ecosystem build their plugins – as if there’s no one else in the world, building anything else that a customer might use with their product,” he wrote. We will have to wait to see what sort of integrations LearnDash might have in the future. For now, the team is working on the roadmap for its updated course grid and version 4.0 feature release. The update should include dynamic learning paths. “The reality in online learning is that students don’t move in a linear fashion through material like the instructor always hopes,” said Lema. “Or maybe an instructor wants to support an almost choose-your-own-adventure approach. I know in my coaching, I don’t move everyone through the same lessons in the same order. So we’re excited to innovate in this space.” Like this: Like Loading… [ad_2] Source link

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5 of the Best Customer Relationship Management (CRM) Plugins For WordPress

[ad_1] No matter what your business entails, you’re almost guaranteed customers. The hope is that you have many of them, although loyal ones can be just as (if not more) profitable. As such, you need to make sure who they are, what they spend with you, and (in an ideal world) when they last engaged with you. Some of the best CRM plugins let you do this, and much more. We’ll get onto what a Customer Relationship Manager (CRM) is in detail, although it’s a database at its most basic. It can let you store contact information, record email conversations, and run reports on how ‘valuable’ your customers and clients are. In this post, we’ll give you a choice of CRMs, and explain what makes them worthy of your attention. Before this, let’s give you a clearer idea of what a CRM is, and does. What a Customer Relationship Manager Is A clue as to what a CRM does is in the name. In short, it helps you manage the relationship between you and your customers or clients. You store the information in a database, and you’ll access it through an app (often, it’s online). Jetpack CRM has a stellar dashboard that includes almost everything you need to manage clients. While a CRM focuses on the business relationship you have with your client, it can’t help you carry out conversations and negotiate prices. Instead, consider it a high-powered online ‘rolodex’, but with more functionality than you can achieve with a paper and pen. How a CRM Can Help You Earn More Money From Your Business We want to talk for a few minutes about your philosophy when using a CRM. Your first instinct might be to think about how a CRM will send money your way, and leverage those features. Though, if you define a CRM in a different way, you can achieve much more. For example, if you change “Customer” to “Client”, this gives you a subtle shift in how you might use a CRM. Each of your customers is a person. If they’re happy with your services, the chances of them spending money with you are higher. Given this, it’s a solid idea to look at the following features and functionality as important in your choice of CRM: Comprehensive reporting options, to help you figure out how clients engage with your company. In-depth contact management. This includes the fields you have available to record a client’s details, and also email integration in some cases. This lets you store conversations for your entire team. Speaking of integrations, you’ll want to be able to do this with a few platforms. For example, WordPress is almost a must, but think about your email marketing and accounting software too. A notification system, to help you reconnect with old clients in the future. There’s more to consider, but in most cases, this will be specific to your own requirements. As such, a CRM won’t offer a direct way to ‘win’ money from clients and customers (at least over the long term). Though, it does let you cultivate better business relationships with clients. In turn, this may lead to more income or at the least some visibility. 5 of the Best Customer Relationship Management (CRM) Plugins For WordPress It’s time to look at the best CRM plugins for WordPress, and we have five in this list. Each one as a dedicated fan base, and of course, each deserves a place on this list. Here are the solutions we’ll feature: HubSpot CRM. This is a leading solution. The WordPress plugin integrates with HubSpot’s own back end, rather than within WordPress itself. WP ERP. It’s a popular, free CRM plugin that offers lots of functionality for a WordPress-based CRM. GroundHogg. This tool does much more than just customer relationships, at a competitive price. FluentCRM. This is a WordPress-based CRM that provides lots of integrations with other WordPress tools and services. Jetpack CRM. It’s separate to the Jetpack plugin, and the former Zero BS CRM still packs a punch on features and price. The list isn’t in any order, but regardless, we encourage you to read all of the entries. If you have your eye on a particular CRM, see how it compares to the rest. It could be that there are features in the others you didn’t realize you needed. 1. HubSpot CRM Let’s kick things off with a bang. HubSpot is a mega-power, and it has reach in almost every area of sales and marketing. It’s logical that there’s also a robust CRM in its toolkit, and HubSpot CRM is a leading player in the game. Because HubSpot has a large range of tools under its belt, it integrates with other aspects of the platform. It also provides more features than just a CRM. For example, the WordPress plugin provides email marketing and automation tools, live chat functionality, and forms. There are also lots of integrations with native and third-party tools. Though, coming back to the CRM, here’s what’s on offer: You can create ‘pipelines’ for your sales funnels, and use it to best manage your customer relationships. There’s supreme contact management, as you’d expect. The CRM syncs with your site’s forms to help record interactions. Speaking of which, there’s also powerful reporting out of the box. This will let you see the best course of action to take with an individual client. There’s nothing to dislike about HubSpot CRM, and it’s a vital part of almost countless businesses. Though the plugin and its functionality is free, the premium pricing could be a deal-breaker. For $45 you get to remove the HubSpot branding, and work with up to 1,000 clients. After that, the prices get astronomical, so this is a plugin for businesses that want to operate on a small scale. Get Started with Hubspot 2. WP ERP Next up, WP ERP is a long-standing solution and one of the best CRM plugins available. The developers bill it as a “WordPress business manager”, with

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