A load shared is a load halved, right?
Being a part of a team is about communication and compromise – and knowing whose turn it is to take out the recycling. Whether youโre working in an office of two or a part of a larger team that spans offices and continents, learning how to shoulder shared responsibilities and keep the wheels turning on every aspect of daily operations is a crucial part of contributing to an enjoyable and productive workplace.
With this Automation Hack, you can set-and-forget the kind of regular tasks that need to be completed week in and week out. If you have any regular tasks that rotate on a schedule, or youโre looking to allocate leads across team members on a rotational basis, this is the Hack for you.
Whether youโre scheduling rotating tasks hourly, daily, weekly, fortnightly or monthly, this Hack is all about identifying regularity and then deciding on your behalf which task should be sent in which direction. Itโs designed to take it turn by turn when it comes to assigning tasks to your team members and is fully customizable in who receives what (and how often they receive it).
One of the ways weโve implemented this for a client is for incoming leads to be allocated to a different member of the sales team across each day of the week. Alongside this Hackโs ability to manage your incoming leads for you, it can schedule responsibilities across tasks like whoโs on call, whoโs on clean-up, whoโs responsible for different core business activities on a rotational basis, and even whose turn it is to deal with the most difficult of customer enquiries.
This is a great way to ensure thereโs a fair and reliable system at the heart of your office and teamโs routine functionality. Particularly when it comes to an allocation such as sales leads, which may have financial implications attached, monitoring the equity of each member of the team and the tasks that land on their desk is crucial to ensuring a healthy and productive workplace.
Great automation isnโt always about revolutionizing workflows from top to bottom. Sometimes, itโs about the small, consistent implementations that can gain you back precious time in every workday. Handing over the administration of your teamโs routines to the Hack is one way you can reclaim your time and reinvest it in an area thatโs about growth, not micro-management.
Consider how this Hack could speed up the process of allocatingโฆ
- Proactive tasks, such as making new sales calls, pitching new clients, researching competitor offerings and driving new business
- Reactive tasks, such as handling customer enquiries, manning the front desk, or allocating items on the non-urgent to-do list
This Hack simply requires a paid Zapier account for the automations to run in the background. Once weโve got access and a list of the tasks you want to send into a rotational play, weโll have it wrapped up and handed back to you in no time.
Oh, and we wonโt let your colleagues know if you โforgetโ to leave yourself off the recycling rotation.