The new Priorities feature in Streamtime offers an efficient way to organise your tasks. Recognising the complexities of project management, we've simplified the process. With Priorities, you can rank tasks based on their importance and address them promptly. If you've ever wanted to arrange jobs by importance and quickly understand the status of each task, this feature is designed for you. Catering to everyone from solo workers to larger creative teams and business owners, Priorities allows you to swiftly set task importance, assess the health of your projects, and make decisions, all from within Streamtime.
This article delves into the fundamental uses of our Priorities feature. To see it come to life, take a peek at our webinar article. And remember, just as with all of Streamtime, you can tailor Priorities to your specific work style. If there's a particular flow we haven't covered, don't hesitate to drop a line to our customer success team at help@streamtime.net.
🤷♂️ How can you use Priorities?
This is the Priorities page. All your current boards are here, organised and ready for action. You can view the boards, open any of them, or create a new one.
You can add a new board in the top right corner
🧑🏽💼 In charge of new business?
Looking to optimise your sales pipeline and maintain business efficiency? Priorities can assist.
Begin by setting up your pipeline. Adjust the first list to feature projects with clients in preliminary talks. This could be initial discussions about a tender or a preliminary meeting with a potential client. Any early-stage business discussions belong in this column.
Make a second list for jobs you're actively pitching or need to provide quotes for. This assists in maintaining a clear view of your sales efforts and tracking emerging business opportunities.
You can now add a third column for jobs that are awaiting approval.
Your sales pipeline is now more streamlined, courtesy of Priorities in Streamtime. The advantage? Immediate action can be taken directly from Priorities.
Need to draft a quote or invoice? Simply turn the card and proceed. Looking to set a reminder for sending an email or a proposal on Wednesday? That's possible as well. With Priorities, the range of options is expansive.
👍 So go ahead and give it a try! Get your sales pipeline in order with Priorities and watch your business thrive.
👩🏾💼 Responsible for the money?
Managing finances can be challenging, but Priorities in Streamtime simplifies the process. Use Priorities to monitor jobs that require invoicing, are pending payment, or are overdue. Set up a list for each category and reposition tasks to the appropriate column as payments are received.
With Priorities, overseeing the financial health of your business becomes straightforward. Consolidate your invoices, payments, and unsettled debts in one centralised location. One of the main advantages is the ability to act directly from Priorities. For instance, once an invoice is settled, transfer it to the "paid" column. If a payment becomes overdue, shift it to the "overdue" column.
Eradicate the hassle of finance management and embrace a streamlined workflow with Priorities in Streamtime. Test it for yourself and observe the efficiency it brings.
🧑🏼✈️ Project Manager?
Maintaining a clear head in a bustling work environment is essential. With Priorities in Streamtime, achieving this becomes simpler. Taking a moment to categorise jobs based on their stages can make work more manageable. Priorities provides a platform for this kind of organisation.
During the design phase for Priorities, we collaborated with Studio Badu. They had a distinct workflow for projects progressing through their studio: Pipeline/Quoting, Approved Quotes, In Process, Feedback and Revisions, Production, and Completed.
Pipeline / quoting > Approved quotes > In Process > Feedback and Revisions > Production > Completed
Using Priorities, lists, and cards, Studio Badu could replicate this workflow within Streamtime, eliminating the need to navigate through multiple systems. Everything is consolidated in one location.
So, for better task and workflow management, consider giving Priorities a try. There's a noticeable ease when all is structured. Experience the utility of Priorities and see the benefits firsthand.
⬇️ TL;DR
Priorities in Streamtime is a powerful feature that helps users to prioritise their tasks, view job status, and take swift action directly from the Priorities page. This feature enables you to manage your sales pipeline, finances, and workflow seamlessly, saving time and effort. With Priorities, you can create boards, organise tasks based on your priorities, and monitor the progress of your projects. Overall, Priorities in Streamtime can help you to prioritise effectively, stay organised, and save time, making it easier to succeed in a busy work environment.