Tools and Tips to Successfully Organize Your Small Business

We can all use a helping hand (or two) and the right tools to get the job done. That’s why we’ve gathered together our favorite tips and tricks from experts who have been there before to help you organize your small business.

When it comes to running a business, there are always new things to learn. Organizing your small business is no exception.

But learning from the experience of your peers can be a great help. Below are 10 tips that will help you organize your small business and keep it running smoothly:

1) Divide and conquer

If you’re feeling overwhelmed with all of the details from your new business, divide your duties into tasks with clear deadlines for each one. This will help you and keep you organized.

2) Determine your short-term and long-term goals

You can’t get to your destination if you don’t know where it is. Determine what your business wants to be in the near future and where you want it to be in the distant future.

Keep track of these goals so that you have something to work towards.

3) Write down tasks as they come up

There’s no doubt that whoever said an idea has no value until it’s on paper was onto something. Keep a running list of tasks that need to be completed, and cross them off when they are finished.

4) Use a planner

There are a few reasons why you should use a planner for your business. First, if you write down your tasks in the planner, you will be more likely to do them.

Second, it helps you visualize what’s coming up for the week and month so that you can prepare for it and prioritize accordingly.

5) Organize your workspace

There’s no doubt that having a clean and organized workspace can help you work better. If you have clutter on your desk or in the corners of your workspace, it’s going to be harder to do what you need to do.

6) Do things one at a time

It may seem like multitasking is great, but it is almost impossible. When you’re working on multiple projects at once, it’s just going to stress you out and make you less efficient.

7) Create a file cabinet

Have you ever heard of a file cabinet? No, me either. So why would you put important business documents in there?

It’s called a file cabinet because it helps organize files, like receipts and bank statements. This is one way to keep track of everything with your business finances and paperwork.

8 ) Don’t be afraid to ask for help

There is no shame in asking your family or friends to help out when they are available. Most people would rather give than receive.

9) Use your time wisely

Once you have assigned a task to yourself, don’t allow other things to distract you. Don’t waste time with social networks or the Internet unless it’s for business purposes.

Stay focused, and do the things that will get your business closer to reaching its goals.

10) Set new goals and celebrate

Once you have achieved a goal, write it down and make a list of new ones for the future. This will help keep you from becoming stagnant in your business endeavors.

At the end of the day, there is no way to be successful without proper organization and planning.

Make these ten tips a part of your business organizing, and you will set yourself up for success.

Tools to Successfully Organize Your Small Business

1.  Asana:

Asana is a task management and project management tool that enables your team to effectively organize, manage, and monitor activities and projects.

If you’re managing multiple concurrent projects, you can give tasks to your team, track progress, and conduct dialogues all in one location.

It’s is a fast, responsive, beautiful-looking, and feature-rich application.

Asana makes it simple to attach files to tasks, up to 100MB in size, with no storage restriction. Apart from the Trello-style Kanban interface, Asana allows you to view your tasks and projects in list, calendar, or file views.

With numerous third-party connectors such as Dropbox, Hipchat, Zendesk, and Jira, Asana boosts productivity and enables you to manage all of your operations from a single application.

2. Calendly:

Calendly is an easy-to-use scheduling tool that eliminates the need for back-and-forth emails, phone calls and complicated spreadsheets.

Calendly allows you to put your availability in one place and share it with anyone who needs your time slot.

This tool helps you save time by letting people schedule appointments with you, so that you can focus on the important things instead of reading long, time consuming email threads.

Calendly has a simple interface that allows you to clearly display your availability preferences to your customers.

It also allows you to set up alerts for your calendar through SMS, email, and even Facebook messenger.

Calendly has an iOS and Android app that is integrated into scheduling software such as Slack and Google Calendar.

3. Google Docs:

Google Docs is a cloud service that allows you to store documents, spreadsheets, presentations and anything else that you need to store online. You can access these files via the URL or by downloading them as any other application on your computer. All documents that you upload stay synced across all of your devices.

Google Docs has a useful editor that allows you to view your documents in a web page or as an application on your computer.

You can also collaborate with other people to edit and manipulate your documents. Once you have finished editing, you can export the document to another application for viewing or editing.

4. Google Drive:

Google Drive is a cloud storage service that enables users to create and share their files within the cloud. With 5GB of storage, you can access and create your files from anywhere.

Google Drive has a very useful editor similar to the one used in Google Docs that allows you to view your files in a web page or as an application on your computer.

Similar to Google Docs, Google Drive also allows you to view, create and edit documents with the help of collaborative editing tools.

Google drive has an iOS app that is integrated with Gmail and other apps designed by Google. It also has an Android application with the same capabilities.

5) Trello:

Trello lets you organize your projects into boards. Each card can be moved from one list to another and have a variety of labels that are useful in differentiating between different types of tasks.

For each board, you can also create multiple lists, add details and attachments, and send cards to others without having to create individual tasks.

Trello’s main selling point is its simplicity and ease-of-use. Each card is labeled with a title, description and a list of important details. Trello’s interface is intuitive and simple to use.

6) Todoist:

Todoist is a task management app that has a synchronized tool for lists that you can share with others or keep for yourself.

The app allows you to categorize tasks by type such as “To-Do”, “Project”, “Subtask” and so on.

It also comes with a variety of different features that make it easier to organize, manage and complete your tasks.

Todoist’s main selling point is its ability to help you prioritize your tasks with its smart “due date” feature. It lets you set due dates and reminders for every task in order to make sure that nothing slips through the cracks.

This tool comes with a “Today” list that keeps you updated with all of the tasks that you need to complete on a daily basis. By using the daily and weekly views, you can easily view all of your tasks at a glance.

7) Evernote:

Evernote is a note-taking application with a cloud-based tool that makes it simple to organize, create and share notes.

You can add pictures, videos and other documents in addition to text notes. The note-taking software operates on almost every device and operating system.

Evernote is a flexible tool that allows you to use it how you see fit. It comes with specific functions such as search and the ability to tag content, but if those features don’t fit into your workflow then you can simply ignore them.

8) Google Calendar:

Google Calendar is a free tool that enables users to organize and plan their events in advance. You can add events to your calendar, invite people, or view the events of other people.

It also comes with a wide range of plugins that allow you to add extra functionality such as adding different types of reminders and meetings.

9) Slack:

Slack is a team chat application that allows you to communicate with your coworkers in real-time via text, images and files (including URLs).

With its team-chat features, Slack has been able to replace email for many organizations around the world successfully.

Slack has a wide range of powerful features that make it easy for you and your team to collaborate and stay productive.

Once you add all of your colleagues, the application will show you who is online.

In addition, Slack provides the option to create different “channels” that allow you to break up conversations into different topics and subtopics in order to better organize your thoughts and information.

Slack also comes with a desktop application that allows you to chat and interact with your coworkers even when you’re offline. It is available for both Mac and Windows operating systems.

10. Zoho CRM:

Zoho CRM is a versatile customer relationship management application that helps you coordinate your contacts and company workflow.

With its mobile application, you can access your contacts, activities, deals and opportunities from almost anywhere.

You can also use Zoho CRM to schedule a variety of different tasks such as assigning opportunities for review, accepting and rejecting a deal, monitoring communication within your teams, and more.

Zoho CRM’s main selling point is its powerful features that allow you to create custom reports, automate tasks and customize your system to fit your needs.

The tool also comes with dedicated support and integration options that make it easy for you to use the application’s features with other systems.

ZOHO CRM is available in both Mac and Windows versions.

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