People I work with describe sharedo as a container for work. This basically means that all of the work that someone undertakes in their day job is handled and managed by sharedo. The person’s to-do list, reminders and the ability to share work with other people are all really important features that help to organise them.
I was sat in the company meeting the other day and David Thorpe was giving the rest of the company the sharedo sales pitch and he touched upon a point that most case management systems don’t have a worklist for users. I was somewhat taken aback and may have queried him in a higher than normal tone.
In my opinion, the task list, worklist, to-do list, whatever you call it; is a fundamental part of case management. Tasks are associated to people and teams and the responsibility sits with them so it’s imperative that they have the tools to help them stay organised.
In my previous roles, running my own business and working for other companies, I have experimented with different types of project management and worklist tools to help me stay on top of my job; none of these have really lasted that long. The types of tools I’ve used have varied, but include:
- My email inbox – I’d keep emails I needed to action in my inbox and then archive them when complete. This is an adequate approach if I’m dealing with a limited number of tasks, but when I’m stacked anything that sits at the bottom of my inbox tends to get forgotten about.
- Spreadsheets – I do love a good spreadsheet and I’ve created some mean worksheet task lists with conditional formatting and formulas. The problem is, I start my list and when other tasks arrive with me they don’t get added and soon my spreadsheet becomes redundant and useless.
- Project management tools (e.g. Asana) – I’ve used Asana and because I don’t access it every day I forget about it and it soon becomes woefully out of date.
- Diary – Some people still swear by their trusty diary; however, it’s not really embracing a shared work ethic and it takes time to add every task you have to do in your diary.
What all of the organisational tools I’ve used have in common is that they are all time consuming to maintain and often prove to be another form of procrastination. Every minute I spend creating spreadsheets, or duplicating my plans into Asana is a minute I could be spending doing something more valuable to the business.
That’s one of the reasons why I think sharedo is so brilliant. Because all of the case plans, workflow frameworks, teams and users are established during the product set up, it produces my worklist for me, it reminds me and lets me delegate tasks to my team. Best of all; I don’t have to spend any time wasted on the administration of staying organised!
Worklist, I owe you an apology, I think I’ve taken you for granted.