For a blog that’s about nonprofit productivity, I have a bit of a confession. And if you read my last post, you probably caught it – in the section where I talk about how I manage my work tasks.
Or more specifically, the fact that I don‘t. 😞 I know. Don’t judge me, gang.
It’s not for lack of trying! I’ve stopped and started many a system – spreadsheets, Salesforce, even written planners. Once I reach a point where using the system feels like more work than help, I cut it out of my life.
But now that the demands on my job are increasing, my current “system” of inbox to calendar to memory isn’t cutting it. It’s time for this gal to change her ways.Continue reading
If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.
I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)
Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then you knocked it out of the park. That’s my goal.Continue reading
When you need staff to add data to a spreadsheet, you can end up with lots of inconsistencies. Here’s how to use data validation to create drop-down lists, so that data is entered accurately and uniformly!