ARE YOU DREAMING OF A BUSINESS THAT RUNS ITSELF? CloneDesk might be the answer. The tool lets you define checklists and complex processes that add a string of tasks and delegate them.
With the business processes you make sure that:
- Work is done according to your standards
- You are not reliant on individual team members as you store how things are done
- Your team is more efficient
- Your team makes less mistakes
When building CloneDesk we wanted to solve these problems.
Project knowledge in different places.
Do you these situations when you try to find an info about what font, color or login to use for a certain client? You ask your colleages and just the person who got this info, is sick?
Searching you lose a lot of money.
But not anymore.
In CloneDesk you select the project, go to the “Info” page and have all project informations when you need it.
Missing Information
In this decentralized world with people working as freelancers on a project when they find the time, it is crucial to give them the info they need. Otherwise things lack quality or just don’t get done on time.
So lets say you want to delegate writing a text, then the texter needs to know exactly what to write. The better your briefing, the better the result.
With CloneDesk you or your colleagues need to fill out all information before the designer gets his task. Thus making sure that he has all the info he needs. And if something is missing, you just adapt the blueprint and know for sure that it is there the next time.
Silly mistakes
Do you have these small recurring tasks in your company that you would love to delegate? But in the past you had more work cleaning up because your intern forgot to tick of a checkbox?
Not anymore… With CloneDesk you make sure that he does not only read the instructions you provided, but you force him to tick of a checklist. This way the most important things cannot be forgotten!
False priorities
When working on various projects with different managers, workers get tasks from everywhere. Sometimes it is on them to decide what they work on and when. With CloneDesk you have a central point to set priorities. New tasks are added to the backlog and your workers/freelancers can just work on one thing after the other.
Lack of Focus
Getting tasks via email, slack or even some task software is distracting. CloneDesk provides you with all information you need to complete a specific task. But more than this: After you complete a task, it will provide you with the next task.
You see that you get way more “flow moments”, working in CloneDesk.
EXAMPLES TO USE CLONEDESK
- Client Onboarding
- Worker Briefing
- Campaign Setup
- Campaign Monitoring
- Text Production
- Updates & Maintenance
- IT Ticket
- Design Ticket
- Candidate Screening
- Employee Onboarding
CloneDesk users benefit from these unique features:
Easily create complex processes or simple checklists using Blueprints.
Define simple or complex blueprints. Tasks can run parallelly or subsequently. You can use skip conditions to skip tasks if they are not needed. With channels you control who can start blueprints and work on tasks.
- Define which tasks you want to skip, if specific criteria are matched.
- Use channels to control who can start the blueprint, see tasks and work on tasks.
- Define who should work on a specific task in your blueprint
- Make users tick of important things and answer questions, to make sure that nothing is forgotten.
- Add shortcodes to your task description to show information from other tasks.
- Use conditional tags to display information only if specific criteria are matched.
- Define if tasks should be in subsequent or parallel order. Of course you can mix both.
- When you update the task description, users can be informed when working on it the next time.
Start, Prioritize & Monitor Your Processes using the Workflow Overview
The tasks overview lets you see your own and your team’s tasks. Using channels you can easily see where your team is overloaded with work and which team member underperforms.
- Quickstart Workflows: Right from the main menu you can start your most used blueprints with a single click.
- Prioritize Workload: Prioritize workload with simple drag and drop
- See Workflow Status: With a click you can see exactly, what the status of the workflow is, who is working on what.
- Estimated Durations: Based on all the tasks’ estimated durations you will get an estimate on how long the complete workflow will take.
- Time Spent: As users track their time, you see how much time has been spent on the workflow and how much is left.
- Schedule Workflows: To automate your buiness even more, simply schedule recurring workflows such as project monitoring, conversion checks, maintenance, etc
See task statuses and monitor team performance using the Tasks Overview
The tasks overview lets you see your own and your team’s tasks. Using channels you can easily see where your team is overloaded with work and which team member underperforms.
- View & Prioritize your own tasks: Per default you see your own tasks that you can work on.
- View & Prioritize your team’s tasks: Simply use the dropdown to see your team mates tasks.
- Overview over workflow statuses: Using the project and channel filters, you can easily see how much work is currently in the system to increase or stop sales.
- Monitor Team performance: As your team members track their time, you can easily see who performs and who does not.
- Check upcoming workload: Tasks, that require other tasks to be completed, are set to waiting. You can see these as well, to get a better picture of your team’s workload.
Maximum Focus with all information at a glance on the task page
The task page provides you with all necessary information to complete the task. Forms ask you for important information. And if anything is wrong or missing just click on feedback to get more information from your colleagues.
- Maximum Focus: For maximum work focus, CloneDesk loads the next most important task after completing a task.
- No learning curve: Right after logging in the task view shows the most important task. So workers can work without prioritizing.
- Dynamic Descriptions: Enrich static “How-To” content with fields from previous tasks or saved project information. Simply click on feedback, if information is incorrect or you need more details.
- Fields & Checklists: Make users tick of important things and answer questions, to make sure that nothing is forgotten.
- Time Tracking: Users have to start and complete tasks, so you get estimates how long tasks or complete blueprints take.
- Project Updates: When project information is changed, users are informed when working on a task that requires this information.
- Procedure Updates: When you update the task description, users can be informed when working on it the next time.
