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About Everything Wiki » Get Rich » How to organize document flow and manage projects in a small organization

How to organize document flow and manage projects in a small organization

03 May 2023, 06:02, parser
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Having organized his company, every manager of course wants everything in it to work like clockwork. This is especially true of document management, because how many nerves are usually spent searching for some piece of paper that disappeared at the most inopportune moment. I want everything to be clearly structured and easily located in one system. It is also important to always be aware of how the work is going, how a particular project is moving, what employees are doing. At Lifehacker, we have repeatedly talked about services and programs that help solve these problems, and today's post is also dedicated to such a system, or rather not a system, but a cloud service that allows you to build a single business information space. The Simple Business service combines all the necessary tools for managing projects, tasks, personnel, documents, sales, etc.

In order to start working with the service, you need to register. An email containing a link to download the desktop agent will be sent to your e-mail.

You will also need to choose the tariff you need. "Simple Business" offers both paid and free versions of the program, you need to choose the one that best meets your needs.

And here's what you can do by installing the "Simple Business" program.

1. Establish document flow

All documents of the organization are stored in the system database. Using the search, the desired document can be found in a few seconds. A useful feature: using the system, you can exchange documents with government agencies. For example, to submit reports to the tax service using an electronic digital signature.

2. Manage projects and tasks

In this section, you can set tasks and the deadline for their completion, assign responsible persons. You will always have before your eyes the entire history of working on projects and tasks, correspondence with clients and employees. There is another useful subsection — "My affairs", in which each user of the program can organize their personal affairs and prioritize for themselves, you can also keep records of personal time.

3. Manage personnel

The service can store all the necessary data about employees: questionnaires, resumes, etc. With the help of the program, you can create a company structure (for example, make a breakdown by departments) and set up access to projects and tasks based on it.

4. Communicate with employees and customers using the program

Simple Business provides many tools for communication and collaboration: you can share files and documents, leave text and voice comments. The program allows you to hold conferences in text, audio and video format.

Communication with customers can be maintained using telephony, SMS messages, video conferencing - all this is also done through the program.

The program has an intuitive and pleasant interface. The name "Simple Business" justifies itself: it is really simple and quick to install and easy to understand it. I found the sections I needed in a few seconds.

The support service also works perfectly. A few days after installing the program, a girl called me and asked if I had sorted out the program, if everything went well and if I needed any help. A little later, I found a letter in the mail that described in detail how to connect some useful functions of the program.

The opportunities I mentioned in the article are just the tip of the iceberg, in fact, the program has much more of them, to learn more about them, read the help on the portal "Simple Business" or watch video tutorials on .

By the way, the portal itself is also worthy of close attention. On it you can find a lot of useful information on business organization and personal effectiveness.

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04 May 2023, 05:48    0    0
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