We’re all about supporting our wonderful Batchbook users and helping them get the most out of their Batchbook accounts. We also realize that for a lot of folks, starting a new year is a logical time to make resolutions and changes. At its core, Batchbook is a tool for organization and we want to do our part to help you use your Batchbook accounts to the fullest.
We think our screencasts and webinars do a great job of giving you an overview of the features and functionality of Batchbook. We send welcome emails and provide introductions and tips right in the application to get you started and get you on your way to productivity.
We’ve also shared a lot of tips and tricks here that might be useful to bring together in one place as we all prepare for the new year. Want to get more organized with Batchbook? Follow these steps and you’ll enter in a whole new realm of organization and productivity.
Tips & Tricks for an organized New Year
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Tags: comments, communications, rss, supertags, tags
I’ve written in the past about some clever uses for Tags and how they can be used to help track all sorts of things from To-Dos to Communications and more. In chatting with the rest of the team and in working with our customers, it seems that most folks are using tags to denote that some sort of action has been completed or that the record is part of a group such as clients, vendors, Western Region etc. While these are really great uses, in most instances folks are using tags to permanently note something about that record.
One thing that I find helpful though is to create and use tags on a temporary basis, in fact I often use tags as a pseudo To-Do item. While our To-Dos are useful for specific actions, I often find that using a single word tag is sufficient to remind me that a particular contact, or contact record, needs some attention. Here are a few examples:
BatchBox: All Items coming in to BatchBook through the BatchBox email get tagged automatically with a ‘Review’ tag. This lets me know that I haven’t yet acted upon that communication, be it to further process it or to verify that the contact it is attached to is completely populated and verified.
Review: This review tag gets used all the time as I’m working as well. If I am working and notice something inconsistent or incomplete in a contact record I’ll tag it ‘review’ so when I have time to go in and take another look I can find them easily.
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Tags: tags, todos, workflow
