Author: Organize na Prática Team

G Suite: tips for your business

Post author By Organize na Prática Team
Post date August 27, 2020

With G Suite you offer better experiences for your team of employees, add value, and increase productivity. So, check out in this article what is the G Suite, what are its main advantages and tips to optimize and standardize the company’s processes in a practical and fast way.

But, what is G Suite?

G Suite is a corporate package from Google, which provides excellent resources and tools to organize and optimize company processes so that you can integrate it with your computer, mobile phone, and tablet.

It’s an effective tool for micro entrepreneurs, professionals and even small, medium and large companies looking for an information technology structure to optimize company processes.

G Suite is a Google solution, with numerous possibilities, including the removal of ads, leaving your work environment even more professional and without distractions. In addition, it allows access to specific resources for employee management and data protection.

Among the features that G Suite offers are: personalized business email; unlimited group email addresses; higher productivity, double the free Gmail storage; removing ads; 24/7 email and phone support; G Suite Sync for Microsoft Outlook, and much more.

Check out in the next topic the main advantages of G Suite.

Advantages of G Suite

G Suite is Google’s solution to bring more practicality and productivity to the company’s routine. Below are the main advantages of this tool, and why you should choose it.

Maximum security

With G Suite, you benefit from the same infrastructure and security as Google. Data, devices and users are protected, and all of your files are automatically backed up to the cloud. Through G Suite you control everything.

Hold meetings with your team anywhere

Keep your team connected by making quality video conferences, anywhere. No more scheduling meetings only when you are in your office. Meet is included in the G Suite to facilitate teamwork and excellent service with suppliers and customers.

Work efficiently and quickly

With G Suite you can share and collaborate on files in real time, find schedules on the team’s agenda. That is, G Suite enables all the features to increase productivity and achieve excellent results.

Possibility of integration to increase the benefits of G Suite

With G Suite it is possible to integrate with other productivity and organization applications. So, you work on different platforms without necessarily leaving G Suite.

Tips to increase productivity with G Suite

Some features of G Suite are great for you who want to increase team productivity and standardize routines so that functions are performed more quickly and with quality.

So, check out below the main features of G Suite.

1. Google Drive

With Google Drive, you can safely store your files in the cloud and access them anytime and anywhere. You can also manage the users with whom you want to share certain documents.

You can share through sharing links to view the file or, in the case of documents in Word and Excel files, for example, it’s possible to share so that more than one person updates at the same time, in real time.

With G Suite, you can keep files private until you decide to share them, grant permission to download, edit, comment, or view. It’s also possible to set an expiration date for shared documents.

So, count on Google’s tool to organize and then find information you need more efficiently and quickly through the search tool.

In addition, when you purchase G Suite Business or Enterprise, you have access to unlimited storage and enough space for all your files.

It’s easy to manage users and file shares through centralized administration and data loss prevention.

Another possibility is to integrate applications into Drive such as DocuSign for electronic signatures or CloudLock to add more security.

2. Google Calendar

Google Calendar is an excellent tool for managing appointments, inviting participants and maintaining an integrated schedule of meetings, tasks and other team functions. In addition, you can integrate activities with Google Drive and other G Suite apps to keep your organization in one place.

Another incredible possibility is the intelligent scheduling of meetings, where there is the possibility of knowing the availability of employees in order to ensure that everyone can participate at a certain time.

Want to learn more about Google Calendar? Click here and read this other article.

3. G Suite: Gmail

Gmail is the most used email company, with one of the best interfaces on the market. With G Suite for companies, your team can have a personalized email with your company address (@yourcompany). Thus, you add more professionalism to your brand.

In addition, you have the security and structure of Google, receiving notifications and the opportunity to check emails anywhere, via your mobile phone or laptop.

Find emails in a few seconds using the search tool that Gmail makes available and work faster.

4. Documents, spreadsheets and presentations

With Google Docs, Google Sheets and Google Slides you have the facility of not having to install any application on your computer to use text editors, spreadsheet creators and presentation applications. After all, they are already available in the browser or in the mobile app.

In addition, they are perfect for collaborative work. That is, more than one person can view and edit a document simultaneously, and use the chat tool to organize and coordinate all the work.

5. Google Meet

Communicate securely with your team and from anywhere in the world with Google Meet. Through video calls you keep your employees connected and informed about important project issues.

6. G Suite and Google Keep

Keeping ideas and key information anywhere and at your fingertips is an advantage. With Google Keep you register what is important, increase your productivity and never lose an idea again due to lack of organization.

With this app you can collaborate the notes with the team, edit notes, lists, photos, audio recordings and drawings.

Also, write down the tasks to be performed on a daily basis, share with the team for a more productive routine, and watch the tasks be marked as completed in real time.

You can create and edit notes anywhere, even without an internet connection. And edits are automatically saved and updated on all devices.

With Google Keep, you also keep your ideas organized by categorizing them by color, bookmarks, images, audio notes, reminders. And you can still pin the most important notes at the top of your list.

Never miss deadlines or spend unnecessary time searching for the information you need.

7. Google Forms

Finally, one of the most interesting features of G Suite is the possibility to create forms for the most varied purposes, without any additional cost.

Select one of several question types, drag and drop to reorder questions, customize values as easily as you can create any other document.

With Google Forms you can:

Send professional-looking surveys to your customers.
Analyze responses with automatic summaries.
Share the forms through a link, email, or website.
Create smart forms with data validation.
Download a spreadsheet with all the data to facilitate the evaluation and create reports.
Elaborate questions and analyze the results with the team, among many other resources.

In conclusion, these are just a few possibilities that G Suite offers to make your company’s routine more productive and to achieve excellent results.

What about learning to increase your Productivity and Organize your Personal and Business Routine, in a practical and easy way?

CLICK HERE TO KNOW OUR COURSES, RIGHT NOW.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags advantages of G Suite, G Suite, G Suite for productivity, whats is G Suite

blog Teamwork

Microsoft Teams: make teamwork easier

Post author By Organize na Prática Team
Post date August 26, 2020

Microsoft Teams is the most beloved corporate chat today. This is because the platform was released for free use in 2020. With more than 75 million people using the platform, it’s an excellent tool to facilitate teamwork. Check out in this article what it is and how to use Microsoft Teams.

Getting to know Microsoft Teams

The platform is increasingly famous for being an excellent tool for professionals who need to contribute and share information in real-time.

Microsoft Teams unites chat, video conferences, calls, files in a single application. And the number of users has grown considerably from 2019 to 2020. Currently, there are more than 75 million people registered on the platform.

This happened because of the increase in the number of people working in the home office system.

But, why is the platform so successful? Microsoft Teams unites teams of professionals, regardless of the area, and offers numerous features.

Its proposal is to be a centralized and integrated environment of contribution and information sharing.

Therefore, through the platform, it’s possible to create teams and optimize the organization’s processes and workflow, so that the functions are executed more quickly and effectively.

The application is available to Office 365 users, with some free functionality for non-subscriber users. In addition, it’s available on the web and mobile version, making everything even more integrated and practical.

Find out below some features of Microsoft Teams and understand why the platform has become a trend among professional teams.

Main features of Microsoft Teams (and how to use them)

Of course, like any great technological innovation, the platform comes with numerous features. Check out the main features that Microsoft Teams offers, as well as for instructions with images on how to use it.

Lateral menu of Microsoft Teams

The main functions are displayed in the side menu. It’s there that you will use all the resources that Microsoft offers to facilitate your work.

Create a team

To create your own team, just click in “team” on the lateral menu, then click in “Join or create a team”.

In addition, you can create a public or private team.
Check out the image:

Chat with anyone and anywhere

The platform facilitates communication, whether group or individual. So, send a message to your colleagues. You can also send gifs, stickers, and emojis in a group chat or in one-to-one messages.

To do this, simply access the lateral menu, locate the chat, click on the second icon in the top corner, and include the name, @ or email of the person with whom you want to start a conversation.

See how simple it’s in the following image:

Meet anywhere

Schedule and connect with your team anywhere through online meetings. Make secure video conferences with anyone.

On the platform, you have the option to connect at any time with your team or schedule a meeting.

In addition, when scheduling the meeting, you have the option to share this schedule with everyone involved to be notified.

See the image below:

Efficient calendar

The meetings you have scheduled with the team are automatically synchronized with the Outlook calendar. Keeping all the important information for the team in one place.

Cloud files

In Microsoft Teams you can gather files from all teams. Nevermore waste time sending files to each other via email.

In this way, your team also increases the productivity and quality of tasks. Since the team will not have to waste time finding or ordering the files they need to do a good job.

It’s also an excellent channel for storing personal OneDrive documents.

In addition, you can choose the cloud storage provider you would like to use in Teams.

To store a file, just click on “files” in the side menu, click on “OneDrive” or on “+ Add cloud Storage” and choose the best storage provider for you.

Check the image below:

How to start using Microsoft Teams

The platform is simple and intuitive. And as you saw in the previous topic, it offers the best resources to make teamwork easier.

Here’s the step-by-step on how you can start using Microsoft Teams right now.

1st step: creating a Microsoft Teams account

To create an account, simply go to the platform’s homepage or download the application. Microsoft is available for Android and iOS.

This step-by-step will be performed based on the Microsoft Teams’ web version.

Click on “Sign Up for Free” and you will be redirected to another page. So, just include your email, then choose what your goal is when using the platform. Finally, include a secure password.

2nd step: account confirmation

As soon as you create an account, Microsoft Teams will send a confirmation code to your email.

Just access your email, and include the verification code.

3rd step: choose where you want to start using Microsoft Teams

After including the verification code, the platform will suggest that you download the application on your computer or use the web version.

Choose what is best for you and then just take advantage of all the features that Microsoft Teams offers.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends.

Take the opportunity to follow Organize na Pratica on Instagram,
and to follow more amazing videos on the YouTube.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags how to use Microsoft Teams, Microsoft Teams, teamwork easier, teamwork easier with Microsoft Teams, what is Microsoft Teams

blog ClickUp

Project Management Software using ClickUp

Post author By Organize na Prática Team
Post date August 17, 2020

Are you looking for a smart, complete, and easy system to help you manage your various projects? Meet ClickUp, an excellent project management software. With it, you can create tasks and designate which employee will be responsible for them, and much more. Check out in this article everything you need to know about ClickUp.

Click here and create your ClickUp Free Account.

What is ClickUp?

ClickUp is a project and event management software and is even an excellent tool to organize your routine, with the possibility of sharing and collaborating.

Let’s imagine that your project involves more than one employee responsible for different tasks. With ClickUp you can create numerous tasks, define which stage the tasks are in the process, and designate which employee will be responsible for a given task.

In addition, it’s possible to set deadlines for the execution and delivery of tasks, make comments within the tasks, and include links and attachments.

That way, your team will not waste time searching for the necessary resources for a job well done. And they can focus on the quality of this project.

There are countless possibilities to keep your team focused and increase productivity. ClickUp also facilitates communication and keeps the team engaged and motivated to achieve the common goals of the project.

Check below the main advantages of ClickUp.

Advantages of ClickUp

One of the biggest advantages of ClickUp is that its free version offers numerous possibilities. Among them, you can create an unlimited number of tasks and collaborate with as many people as needed.

Its only limitation is storage. It’s only allowed to include files up to 100 MB in the attachment.

The application is available in the web version, Windows, iOS, Linux, Android, and also allows offline use. And as soon as you are connected to the internet, the data will automatically be updated.

Check out more advantages of this tool below.

Possibility of Integration and Migration

ClickUp allows you to integrate other applications, there are more than 1000 services. For example, Dropbox, Google Drive, Google Calendar, Slack, GitHub, BitBucket, GitLab, Zapier, Apple Calendar, Outlook, among many others.

Another great advantage is the possibility of migrating the tasks of an application to ClickUp, such as Trello, Asana, Todoist, Airtable, Flow, and others.

Simple, complete and intuitive interface

Inspired by the Kanban methodology, ClickUp presents a modern, simple to use and very complete interface.

It allows the creation of different spaces, folders, and tasks to keep your project always organized. This will facilitate visualization for more adequate project management.

Define what stage the tasks are, for example, include “to do”, “in progress”, “done” states and customize in the way that works best for you and your team.

In addition, you can assign different tasks to each of the employees, and each activity will appear to their in their accounts.

Time management

With ClickUp, you have greater control over time and team performance. It’s possible to add time estimates to the tasks and designate more than one employee to perform a certain task so that you ensure that the project progresses within the defined deadlines.

In addition, you can integrate the tool with Google Calendar. Never again miss deadlines or commitments due to a lack of organization or management.

Facilitates communication and teamwork

ClickUp offers numerous possibilities to improve communication and facilitate teamwork.

For example, when a comment is assigned containing an action item, mark it as complete with a single click to keep everything organized and also to keep the team informed about the progress of the project.

In addition, it’s possible to control and analyze what your team is doing without having to ask through the workload graph.

With the box view, you can easily see who is overloaded and who needs more tasks.

Finally, all resource management can be done through the drag and drop system to facilitate everyone’s work and ensure practicality when managing the project.

How to use ClickUp

Now that you know what ClickUp is and what are the main advantages, check out the step-by-step below and learn how to use this excellent project management software.

1. Creating a free ClickUp account

First, you need to create a free ClickUp account. To do this, just click here and register your email.

After clicking on “Sign Up”, you will enter your best email to get started.

Then, you will be directed to include your registration information.

2. Confirm your email

As a form of security, and to make sure it’s really you, ClickUp will email you with a verification code.

Just open your email box, check the code, and include it in the field as requested. As shown in the image below.

3. Customize your Avatar

Then, ClickUp will give you the option to customize your profile, choose the theme. You can even include a photo of yourself so that people on your team can identify you more easily.

4. Add apps with you want to

Then you will have the opportunity to add the applications of your choice to start the integration. If it’s not of interest to you, just click “No, thanks” at the bottom of the page.

5. Choose a ClickUp template

With your account completed, it’s time to get your hands dirty and choose a template to get started.

Click on Manage Project, or choose a template that relates to your goals, and then just click on “use template”. And finally “Play with ClickUp”

Simple, isn’t it?

Now, free your mind, use your creativity, and structure all the steps of the project so that you can manage it properly.

In conclusion, how about creating a free ClickUp account and start to manage your projects right now?

Click here to create A FREE ACCOUNT!

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends to help them to manage their projects.

Take the opportunity to follow Organize na Pratica on Instagram,
and to follow more amazing videos on the YouTube.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags Advantages of ClickUp, how to use ClickUp, project management software, project management with ClickUp, whats is ClickUp

blog Organization

Organize your documents using this curious technique

Post author By Organize na Prática Team
Post date August 12, 2020

Do you have difficulties in filing your documents in an organized way? Or, do you think it is difficult to find a document every time you need it? In this article, we will focus on how you can organize your documents, contracts, or any important file using a practical and quick technique. Check it out below.

Organize your documents: know the importance

Performing efficient document management is essential not only to facilitate the routine of a company but also to help you in your personal or academic life.

We accumulate documents with some frequency. Some of them can be discarded after a while, others are necessary to file correctly for eventual consultations.

And everyone knows that, with the lack of organization, how exhausting it is to go through all the folders – digital or physical – in search of an important document.

Therefore, document management is present as an administrative tool to facilitate both company processes and anyone’s personal routine.

It’s a set of techniques and procedures that allow you to organize and store your documents safely, enabling their quick location and correct disposal, in accordance with current legislation.

In addition to these benefits, good document and contract management can bring numerous benefits. Check out below some of them.

Finding what you need, when you need it

There is nothing worse than wasting time and energy looking for something that should be at your fingertips.

So when you organize your documents in one place, you know exactly what to look for and how to look, making your routine more productive.

Save physical space

In the course of our life or the progress of the company’s processes, we have accumulated a huge amount of papers. And thanks to technology, today, you are able to carry out a practical and secure digital storage to organize your documents.

Thus, saving physical spaces that can be used for other more important functions in the company, or even in your home.

So, select a day to separate the files. Check what can be digitized, and what you need to keep in physical format, as well as what can be discarded. And do this cleaning on your files.

With an organized space, your mind will also work in an organized way, and you have an extra gain.

Information security and confidentiality

When choosing a smart system to organize your documents, you will have the security and confidentiality of information. After all, when you register on any platform, you include your passwords and guarantee that no documents will be lost or breached.

This strategy is important, especially if you will use document management to organize your professional routine.

Time optimization and increased productivity

When you have all your documents organized in a single environment, you increase your productivity and optimize time. Because you know that you will find what you need more easily.

Organize your documents using this curious technique

When choosing the best platform to organize and manage your documents, you can evaluate the one with the best cost-benefit and with a simple and intuitive interface, to make your routine even more practical.

Today, the market offers a huge variety of management tools for you to organize your documents efficiently and with security, ensuring that you can find what you need and when you need it.

What we are going to present to you today is Evernote. A secure data repository that will enable you to organize and record all information quickly and all in one place. Thus, check below all the possibilities of this tool.

Define notebooks and tags by themes to organize your documents

To make it easier and faster, archive your documents in a segmented way and divide them into specific notebooks according to the theme, categorize each file using the tags that Evernote provides. That way, you’ll know where and how to find it more easily.

If your documents are very messy and you don’t have the time you need to scan them, or archive them, take a few minutes of the day to do it little by little. And when you imagine it, everything is already organized in one platform.

Create a document template and send it to everyone involved

In case you are thinking about implementing document management in your company, what will facilitate and a lot of teamwork is to create models and make available to all involved.

Evernote itself allows you to invite members to edit the files on your account.

So, if you have to fill out a common document for all customers, leave the document already saved in an Evernote note, and when you need to use it, just copy the template to another note and edit. Thus, you create an agile tool for one of your company’s processes and maintain the organization of your documents.

Create a routine and organize your documents

After sorting, scanning, and organizing your documents, create a routine so that at the end of the day, or at the beginning of the next day, you can archive all the documents accumulated throughout the day.

This way, you will create a routine of organization and never have to worry about the mess again.

Search your documents easily using this tool

In Evernote, both in the free and paid versions, it’s possible to locate a document from the tag included at the time the document was archived.

For example: include the word “invoices” in the search tool and all files categorized with this keyword will appear.

To further refine your search, also include the word “receipts”, and you will have your specific file in minutes.

In addition, in the Premium version, Evernote makes it possible to search within documents. Therefore, whenever you need to consult a contract clause, for example, just include the keyword in the search tool, and Evernote will retrieve the document in seconds.

Finally, to further facilitate your learning, watch below a video where, Mauricio Aizawa teaches, in practice, how to organize your documents and contracts with this technique. He also teaches you how to save a new file from notes, within Evernote.

In conclusion, how about creating a free Evernote account and start organizing your documents right now?

Click here to CREATE A FREE ACCOUNT!

Finally, what did you think about this content? How do you usually organize your documents? Leave your opinion in the comments and share this material with your friends.

Take the opportunity to follow Organize na Pratica on Instagram, and to follow more amazing videos on the YouTube channel.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags how to organize your documents, organization, tips on how to increase productivity, tips on how to organize your documents, tips on how to use Evernote

blog Productivity

Productivity for those who want more time

Post author By Organize na Prática Team
Post date August 6, 2020

Do you need to put an end to your procrastination and increase your productivity? Want to learn how to produce more in less time? Then read the tips we have prepared for you in this article. They are valuable productivity tips for you who want more time with the family, for leisure or simply to rest.

What is productivity?

Productivity is one of the most discussed topics in the routines of professionals and companies, if not the most recurring. And it’s no wonder, after all, productivity influences the agility of a business, a person’s work capacity, efficiency, optimization, and even the value of a service or product on the market.

But, what is productivity?

It’s the ability to perform as many activities as possible with less use of resources. In general, productivity is related to two indicators:

The quantity or quality of work done and;
The resources used to get the job done.

Tips on how to increase productivity and save up to 2x more time

Being productive means getting more done in less time. And it can make all the difference in your business. After all, you certainly have to deal with a lot of different demands every day.

And if you have a hard time solving or doing all tasks on time, you could end up hurting your career or your business.

Therefore, in this article, we have separated some tips to help you manage your time efficiently. And, consequently, increase your productivity to have more time at the end of the day for you to do what you want. Whether spending time with the family or investing in a personal project.

Check out the following tips.

1. Eliminate obstacles

In short, productivity is related to time, the number of resources used and the amount produced.

And if you are a person who is always saying you don’t have time for anything, you may be facing many obstacles in your routine that take your time and make tasks longer and more tiring. Therefore, the first point is to define what the obstacles are.

What is taking more time in your daily life, more than it should?
And when you see an obstacle, what can you do today to solve it?
That is, what activities are unnecessary and can be eliminated?

Thinking and evaluating these questions will help you to have a clear view of how you are using your time.

2. Make a to-do list

Once you have identified the obstacles that make your routine unproductive, build weekly and monthly task lists. They are important because they will direct your work and your day.

When you divide a large project into small steps or tasks, it becomes easier to carry it out, and it will be easier to achieve the goal or expected results.

You can use an agenda to make your to-do list, as well as using Google Calendar, for example.

The important thing is to list the tasks, at least one day before. This way, you will not waste time organizing, you will be able to take action.

3. Organize your work environment

It may seem like an absurd tip, but what many people don’t realize is that disorganization in the external environment, also causes mental disorganization. In this way, more time and energy is needed to perform quality work.

After all, productivity is not just about productivity and time, but also about quality and the appropriate use of resources.

Also, who likes to work in a polluted or disorganized environment?

A good work environment is one in which you or your team are comfortable to perform activities efficiently.

So, organize your mind, if you need maximum concentration to perform a certain task, ask for the collaboration of others. If you work at home, talk to your family.

And always organize your table the way you feel comfortable and can find what you need without difficulty.

4. Set goals and objectives to improve productivity

If you start a project without a defined goal, you don’t know where to start, let alone what to do to accomplish it. It’s like leaving the house and going around the block because you don’t know where you’re going.

The same goes for activities and your routine. They need to have a well-defined goal and objective. It’s this objective that will indicate what the expected result is, as well as where you want to go when performing a certain task.

In doing so, the chances of achieving the result increases, as does your productivity.

5. Organize and plan your week

As well as the importance of the task list, organizing and planning the week is essential for increasing productivity.

And if you feel that you have difficulty starting your activities, or that you are always rushing to deliver your work on time, understand that perhaps this may be a lack of organization and planning.

Therefore, determine a specific day to list and organize your routine. So, if something unexpected happens, you can reorganize yourself more easily. After all, with an organized agenda, you have a broad view of what you need to do.

In addition, you can measure your performance by crossing out tasks as they are done.

6. Bet on time management

Time is the most important resource in our routine. However, if you cannot manage it correctly, it becomes impossible to have discipline, punctuality, and efficiency in your activities. As a result, you become an unproductive person.

Time management means the ability to know how to use it consciously to:

Increase yield;
Optimize the performance of tasks;
Reduce levels of stress and anxiety due to delays, rework, and activities left to the last hour.

In a nutshell, it’s about learning to have more control over your personal and professional routine. It has to do with how you manage time, that is, how much you spend on each activity.

And a very effective method to help you manage your time better is the Pomodoro Technique.

In short, it’s about working 25 minutes on a task without interruption, and at the end of that time, you take a 5-minute break to rest your mind.

After completing four cycles of 25 minutes of work, plus a 5-minute break, you can take a longer break of 15 to 20 minutes.

This technique will help you not only better manage and manage your time, but it will also help you become more productive, as you tend to focus on one thing at a time.

7. Do one thing at a time

And speaking of focusing on one thing at a time, this is an extremely important tip.

If you believe that to be productive you need to do four or five tasks at the same time, then stop what you are doing.

By focusing on just one task you can more easily remove those obstacles from the first tip, in addition to carrying out activities with greater efficiency and quality.

8. Invest in technology to increase productivity

Last but not least: use technology to your advantage to increase productivity and save time.

There are people who believe that the internet can be a big villain for productivity. However, it can help you in countless ways.

Like, for example: eliminating unnecessary tasks, automating repetitive tasks, organizing processes and archiving documents and information in a simple and practical way.

In conclusion, what about learning to increase your Productivity and Organize your Personal and Business Routine, in a practical and easy way?

Click here to know our courses, right now.

Finally, what did you think about this content? What do you usually do to improve your productivity? Leave your opinion in the comments and share this material with your friends.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags how to boost productivity, increase productivity, Pomodoro Technique, productivity, tips on how to increase productivity

blog Evernote

Evernote: How to organize and find your project files

Post author By Organize na Prática Team
Post date August 4, 2020

Evernote is a well-known application. And a good part of its users uses it only as a note’s application. However, Evernote offers endless possibilities of organization, to make your life more productive. So, check out in this article how to organize and find your project files in the email with ease and practicality.

Evernote Web Clipper: Gmail Extensions

Evernote Web Clipper is an online tool that makes it possible to cut out web pages, capture photos, texts, graphics, drawings or any other element of the website, without having to save it entirely. In addition, it also allows you to save emails to free up space and organize your inbox.

With this extension from Google it’s possible to archive and organize files in Evernote very quickly, making your routine easier.

To capture a story or a specific page you have two ways:

Right-click on the Evernote Web Clipper icon and choose the option that best meets your need. That way, when choosing the option, Evernote will automatically create a new note with the information you saved.
The other way is to go to the extensions bar, click on the tool icon, and then fill in the information in the box that will appear for you. And the same happens, when saving the information, Evernote will automatically create a new one with the content

Saving emails to notes

Now that I know the application that will help me organize my emails and files, how do I save an important email?

First you need to install the extension on your browser (Chrome, Firefox). It’s very simple, just go to your browser’s virtual store and search for the “Evernote Web Clipper” extension.

Then, you will click on “Add to Chrome”, then on “Add extension”.

Soon, you will be ready to use the features of Evernote Web Clipper. And to keep your whole routine organized, we brought you some tips that you can check in the next topic.

How to organize and find your project files with Evernote

The Evernote app is a tool that was created in 2004 in California and allows you to centralize notes in a single place using various resources.

Evernote already offers numerous possibilities for organization, and the browser extension further increases the usefulness of this tool, improving the user experience and allowing the user to save what he needs and whatever is useful to facilitate his work.

If you work with different projects daily. Or if you need to use e-mail to send proposals, contracts and files and when you need to find something specific you have difficulties, then these two tools are ideal for you.

Categorize emails

One of Evernote’s features is the ability to create notebooks with notes and tags to categorize your files using keywords.

With that in mind, check out some tips below to help you organize your projects files.

Create notebooks for each project: if you work with more than one project simultaneously, it’s a good idea to create a notebook for each of them with their respective names to make it easy to find later. Evernote allows you to create up to 250 notebooks in the Basic plan, that is, the free plan.

Add notes to notebooks considering the subject. For example, in “Project A” notebook, add a note for contractual matters, a note for financial matters, one for commercial and so on. Evernote, in the free plan, allows you to add up to one hundred thousand notes of 25 MB each.

Use the tags to your advantage and categorize the different emails by tags. For example, when adding a new note to the notebook with a proposal email, include the following tags: Project A, proposal email, customer name.

But, why should I include the customer’s name? Simple, Evernote is also ideal for adding customer information. You can create a simple CRM system with Evernote. By including the customer’s name in the search all information about him will appear there quickly.

In the Basic plan, Evernote allows you to save up to one hundred thousand tags, and up to one hundred labels for each note.

Use the search tool

With all emails saved and categorized, it’s easier to find what you need and when you need it.

Did any potential customer call after a while wanting to reevaluate the proposal to close the purchase? Search for the name of this customer in the Evernote search tool and find the proposal previously sent to the customer’s email within seconds.

In addition to saving time and energy, the chances of closing the sale will be greater, after all, you will have all the information about the customer at hand, facilitating good communication.

What about learning these tips in a practical and fast way? Watch the video below that we prepared for you on how to organize and find project files with Evernote.

Do you want to learn the essentials components to set a productivity routine using Google Calendar, Evernote, and Calendly? Click here to know our course.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends and another entrepreneur.

And take the opportunity to follow incredible videos of Organize na Pratica on YouTube.

Reference material

YouTube – Personal and Business Productivity
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses
Sign up for free on Evernote – Click here.

Tags Evernote Web Clipper, Google extensions, how to use Evernote, organize project files, organize project files with Evernote

blog Pipefy

5 ways to optimize company processes with Pipefy

Post author By Organize na Prática Team
Post date July 30, 2020

Pipefy is an intuitive platform that offers numerous benefits, including optimizing the company’s processes efficiently. So, check out in this article, 5 ways to optimize company processes. As a result, you can see an increase in productivity, as well as in results.

Why optimize company processes with Pipefy?

Searching for and creating effective methods for organizing and structuring tasks within a company is not an easy task. However, thanks to technology, systems have emerged as a strategy to simplify and optimize company processes.

And Pipefy is one of those systems that aims to organize and structure processes through an easy-to-use and intuitive interface. In addition, it offers specific models for each department and for each company’s demand.

Through efficient task management, the company is able to make a more accurate measurement of data and results. As well as perform an efficient control of the various activities of the organization.

No matter if your company is big or small, process optimization is able to reduce human and financial resources, as well as repetitive tasks through automation.

In that sense, Pipefy can be a great ally of your company. With your panel inspired by the Kanban system, structure, organize, and monitor all company processes quickly and visually. And in just a few minutes you can do an analysis of the company’s processes. In addition, you can monitor the performance of your team.

Find out more benefits and how to use Pipefy in this article.

With these points in mind, we separated 5 ways to optimize company processes with Pipefy, check below.

1. Optimize company processes: Automate your flow and process management

First, with Pipefy you can control and automate the flow and manage processes efficiently. So, control all demand requests from employees and even customers, no matter where they come from – email, company website, text, forms, social networks – and efficiently fulfill all demands, optimizing processes from the company.

That way, you can:

Decrease the large volume of tasks, simplifying them, or eliminate repetitive tasks;
Reduce the processes that demand several people;
Optimize business processes by moving information intelligently at different stages of the process, so you will never again miss deadlines or make mistakes due to communications failure;
Eliminate tasks that affect the performance of other tasks;
Organize tasks that need authorization, keep everything on the boards, and mark the people responsible for analyzing the tasks, so the process will flow more quickly and efficiently.

2. Optimize the recruitment and selection process

Optimizing and organizing the recruitment and selection of candidate processes is certainly one of the greatest challenges for professionals who working in the human resources department. The volume of information is large and, in most cases, they are difficult to examine with the attention they really deserve.

Therefore, investing in technology and in a platform to optimize the recruitment and selection process, makes the process intelligent. In this way, it’s possible to arrive faster in a hiring, and guarantee a more assertive talent attraction.

In this sense, one of the features of Pipefy is to create forms that you can include on the company’s website under the “work with us” page.

Thus, whenever someone fills out the form, the data will automatically be saved in a single place in Pipefy. In this way, you guarantee a more agile and efficient recruitment and selection process.

Organize all stages of recruitment and selection practically, making all information easy to view for any queries. In addition, as Pipefy has an intuitive system, you can structure all stages of the selection process for follow-up. This will save human and finance resources, and time for the recruiting team.

3. Facilitate management of administrative processes

The administrative sector requires a lot of attention and numerous tiring tasks. However, it’s possible to facilitate the management of administrative processes through Pipefy.

With the system, it’s possible to integrate with other systems. That way, when the day comes when it’s necessary to pay the company’s monthly bills, all areas will be able to send their respective expenses to the finance department quickly.

By using the same system that integrates all areas, in the same panel, it’s easier for the person in charge of the financial sector to manage all deliveries, and thus, pay all bills quickly.

4. Optimize company processes with a practical and intuitive CRM

Pipefy offers a practical and intuitive model for you to create a CRM system in minutes. So, store and retrieve important information in a few clicks, such as customer, supplier, and product registration.

You can even manage your entire inventory with this method. Say goodbye to all manual spreadsheets and securely store and centralize everything in one place. That way, you avoid wasting time having to search for the information you need and increase productivity.

There are no rules, you can optimize company processes through an efficient CRM system. And with that, you not only improve the relationship with your customers but also increase the company’s sales and results.

Create the system and share it with the team, eliminating the repetition of information, as everyone will have access to the panel quickly. And yet, when creating a new card for a new customer, you can search the database and find out if this customer really has no registration.

Keep all information up to date and facilitate the process of the marketing, sales, and even logistics sector.

5. Automate customer support processes

Optimize company processes - customer support with Pipefy.

Sales are the engine of a company, and to make sales you need satisfied and loyal customers. However, to acquire a good list of satisfied customers, it’s necessary to invest in customer support strategies that really meet the demands of these customers quickly and efficiently.

Therefore, through the automation of customer support processes, your team works more efficiently, and the gains are numerous.

Once again you can use the forms to collect feedbacks, complaints or suggestions for improvement from your customers, and centralize all the information in the cards.

That way, answer requests promptly, and never delay a call. When a customer is well served and in a short time, he feels secure and creates a positive image of his brand, with the possibility of making an indication.

As a result, you increase not only the company’s customers but also profits and motivate your team to work harder and more towards the company’s goals.

Finally, learn in the video below how to optimize company processes with Pipefy, in practice.

What did you think about this content? Leave your opinion in the comments and share this material with other companies and managers.

Reference material

Create your Pipefy account here.
YouTube – Personal and Business Productivity
Zapier – How to Automate your Business and Gain Efficiency
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags how to implement process optimization, how to use pipefy, optimize company processes, optimize processes with Pipefy

blog Process

How to organize customer support processes

Post author By Organize na Prática Team
Post date July 23, 2020

Do you have difficulties in organizing customer support processes? Do you receive frequent complaints due to this lack of organization and the delay in answering calls? Don’t worry! In this article, you will learn how to organize customer support processes effectively, check it out.

What is customer support?

The customer support system is a place where people can ask questions, make complaints or make suggestions for improvement.

Good customer support can greatly increase consumer satisfaction. And it can help your company stand out in the midst of great market competition.

In this sense, to guarantee a good service, an organized system is needed to avoid communication failures.

Optimize and automate your customer support processes

An excellent customer service values communication and an aligned team. For this, your work team must know exactly that the goal of good service is customer satisfaction.

In addition, having an efficient system that makes it possible to distribute, classify and organize important customer requests is extremely necessary.

After all, if the customer has an issue that requires quick service, but waits a long time before being served, he will certainly be dissatisfied. Consequently, it will bring significant losses to your company.

Therefore, a good attendance management system will eliminate outdated spreadsheets, unnecessary papers and prevent you from including all tickets manually, wasting time.

And everyone knows: in business “time is money”.

Gathering all the information you need for good service, in one place, with easy access and quick recovery of the necessary data is the best way to optimize and automate the customer support processes.

With this in mind, check the next topic about how to organize these processes effectively and intelligently by an easy-to-use app.

How to organize your customer support processes effectively

If you have already researched a customer support system, you know that the market offers numerous solutions to make processes faster and more practical.

But, what I want to offer you today is an effective way to organize your customer support system processes through a single application.

A quick and practical method so that you as an entrepreneur or manager can have a broader view and can assess how the processes are, according to the demand of your business.

This way, you guarantee that no email or support is lost. Consequently, you will be able to serve your customers better.

What is the strategy?

Pipefy is an application for organizing and optimizing processes. With it, you will save time, increase productivity and, never again, delay an important customer ticket.

With the platform, you will manage all your customers’ requests in one place and in an agile way, and with the guarantee of excellent service.

It’s an intuitive and flexible system. You can organize your customer support processes and manually add information, or you can automate to make the processes even easier.

With your support created, delegate requests to the people on the team who are responsible for customer service.

Drag and drop

Easily drag and drop requests across the board. That way, when analyzing, you will have an illustrative view of how customer requests are being answered. As well as, if there are any late calls.

Go through the different stages of the process quickly and efficiently. And with just one click you have access to all information about a specific customer’s request.

Centralizing requests

In addition, another feature of this system is that it’s possible to centralize all requests in one place. By creating your customer support board, you can create a form.

Let’s imagine the following situation: customer “X” sent a request by a message on WhatsApp, and the customer “Y” sent the request through the company’s website.

To centralize all tickets, send the form link to the customer, and as soon as he fills it out, that ticket will automatically open in your customer support board in Pipefy.

This way, you will centralize all requests in one place and you will not need to include all information manually.

In addition, Pipefy allows you to include files in this form. In this sense, the customer can send screenshots, contracts, proposals, and everything that is necessary to efficiently support.

Incredible, isn’t it?

Email requests are automatically saved in Pipefy

Another amazing feature of this platform is: when registering your support email, it’s possible to automatically save customer request emails in Pipefy.

That is, if you received a support request by email, in a few seconds Pipefy will open a new ticket.

That way, you will never again lose requests or fail to serve a customer due to a lack of organization.

In conclusion, define a service process that does not take unnecessary turns. The central idea is to eliminate unnecessary tasks and promote agility in service.

After all, often what your customer wants is something that can be easily resolved. Therefore, there is no need for too many steps to complete the request.

Learning in practice

What about learning how to organize your customer support processes effectively, and in practice?

This way, just watch the video below and take your notes.

Are you tired to waste time managing information from one system to another? Don’t worry! I have a great solution for you.

Click here and learn how to automate your business processes with Zapier.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends and another entrepreneur

Take the opportunity to follow incredible videos of Organize na Pratica on Youtube.

Reference material

Create your Pipefy account here.
Youtube – Personal and Business Productivity
Zapier – How to Automate your Business and Gain Efficiency
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags customer support, customer support processes, how to organize customer support processes, how to use pipefy, pipefy for customer support

blog Process

Pipefy: what is it and how to use

Post author By Organize na Prática Team
Post date July 21, 2020

Standardizing and optimizing are the needs of current organizations, which aim at a considerable increase in productivity and in the organization of processes. In this way, we brought in today’s article an intelligent system that promises to end your company’s spreadsheets and forms, as well as solve inefficient processes. Get to know Pipefy and how to use it.

What is Pipefy?

One of the most fantastic workflow tools, Pipefy was launched with the promise of resolving inefficient processes and increasing team productivity in minutes.

Using the Kanban methodology to monitor the execution of activities systematically, Pipefy was created by the Brazilian entrepreneur Alessio Alionço.

It’s an intelligent management tool that helps your business to organize and execute all the important company processes in one place.

Pipefy main objective is to allow companies to become more organized and productive, making it possible to execute and monitor day-to-day processes and activities in a practical and intuitive way.

With Pipefy you can manage the processes of any department: Human Resources, Marketing, Finance, Customer Service, including IT and Help Desk.

Even more comprehensively, with the platform it’s possible to analyze metrics and sales leads, make content marketing planning, sales funnel, among many other possibilities.

That way, you can abandon inefficient strategies like forms, spreadsheets, and even the excess of emails, for example.

Free plan

In summary, even on the free plan, Pipefy offers countless possibilities.

That is, start your organization from scratch using templates that can be customized.

In this plan, Pipefy offers:

Up to 5 processes and 10 users, facilitating teamwork.
Customizable templates or option to start your processes completely from scratch.
Online forms to share with the team or send by email.
Email templates to communicate with your customers without the need to leave the platform.
Integration with dozens of applications through Zapier.
Ability to create up to 50 cards every 30 days.

Click here to start your Pipefy trial.

Advantages of Pipefy

Certainly, Pipefy offers countless possibilities, and with them countless advantages.

Now that you know what Pipefy is, check below the advantages of using the platform as a business strategy.

Activity tracking

When using the platform, you can structure a process in a few minutes using the Kanban methodology.

All activities to be performed, in progress or completed are visible in cards that can be moved easily between the phases of the process. It’s like a simulation of a production line.

This means more productivity and efficiency in performing tasks.

In summary, with Pipefy, it’s possible to create cards to monitor the evolution of all projects under development, for excellent visual management.

With this, control all demand requests, regardless of where they come from (email, text, form).

Cost reduction

With a simple and intuitive platform, Pipefy gives you the autonomy to automate business processes without depending on the hiring of a person responsible for the IT area, and without needing technical knowledge.

Increases productivity and task efficiency

When the company is very small, activities are usually coordinated by the owner himself.

However, from the moment that demands increase and becomes more complex, it’s necessary to rely on more effective strategies.

This way, using the Kanban methodology to monitor and analyze the execution of activities, Pipefy allows visual management so that everyone is aware of the processes’ progress.

Thus, gaining an increase in productivity and efficiency in the execution of tasks.

Share important documents and files in Pipefy

Pipefy makes it possible for you to share important files, information, and data to facilitate the execution of tasks, as well as to create checklists.

There is no restriction on format or file size.

This avoids the delay in the tasks since all the information necessary for a well-done job will be in one place, visible to all members of the team.

Teamwork

Pipefy offers numerous benefits even with a free plan.

With this, your team will work in a more organized way with gains in productivity and quality.

Therefore, in the free plan, it’s possible to work with a team of up to 10 users, including templates for e-mail, form, among others.

Integration with Pipefy

Finally, one of the numerous advantages that Pipefy offers is the possibility of integration with other tools to optimize tasks.

One example is to integrate with the ERP system to control the cash flow.

Thus, all processes and controls will be in one place.

How to use Pipefy

Standardizing the way you work is very simple and can only take a few minutes with Pipefy.

Then, check below a simple and quick step by step on how to use the platform.

First step

To benefit from all the advantages of Pipefy, you need to create a completely free account.

Just go to this link and fill the form.

Second step

Next, you will start to create your account.

To do this, simply include the information that is requested on the screen. Like the image below.

Third step

Finally, to create your account you will include information about your company and the purpose of your process. As in the image below.

Very simple, isn’t it?

Then, after starting the account, you will be ready to create cards and get your business up and running quickly and conveniently.

At the beginning, Pipefy already offers numerous templates to start according to your demand.

And yet, when you click on the template, a screen appears with all the information about it. So you will be sure that is the best model for your business.

Did you choose your template? Time to get your hands dirty and pass all the important details of the project to the platform.

In conclusion, as you can see, creating an account is simple and easy. The platform itself is very intuitive and you can start projects from scratch and automate your processes in minutes.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends.

Take the opportunity to follow incredible videos of Organize na Pratica on Youtube.

Reference material

Create your Pipefy account here.
Youtube – Personal and Business Productivity
Zapier – How to Automate your Business and Gain Efficiency
Set a productivity routine – Google Calendar + Evernote + Calendly
Organize na Pratica – Courses

Tags advantages of pipefy, how to boost productivity with pipefy, how to use pipefy, organize business processes, pipefy, what is pipefy

blog Evernote

Evernote: Organize your Paper Notes Effectively

Post author By Organize na Prática Team
Post date July 14, 2020

Do you have the habit of taking notes on paper? If so, do you know how to find the information you need, and when you need it? In this article, we will teach you how to organize your paper notes efficiently using Evernote. Keep reading to check out our tips and good reading!

Advantages of using Evernote to organize paper notes

Evernote is an efficient app of digital notes and organizing.

If you’re still the type who always carries a notebook in hand, don’t worry! You can join the technology and use it to your advantage.

So, check below the main advantages of using Evernote to organize your paper notes.

1. Your paper notes always in your hand

Whether on your phone or computer, your notes will always be with you.

That is, save important notes anywhere and anytime in Evernote. Never lose your ideas.

Best of all, Evernote automatically saves your notes on all devices.

2. Save whatever you want

Not only can ideas be saved, Evernote offers countless uses, you just need a little creativity.

For example, you have a notebook with notes from a college subject that you need to have access to frequently.

That way, pass all that information from your notebook to Evernote in a few seconds. Simply scan your notebook sheet, or include a photo of your paper notes.

3. Emotional memories

Do you want to save the first time your child wrote his name? You can archive it in Evernote.

But, how?

Take a picture of your child writing down the word and save it to Evernote along with the scanned sheet of paper he wrote the name.

And eternize that moment in a simple way.

This is just one of the incredible possibilities that Evernote offers.

Save what you want, use your imagination and consider your needs.

Next, check out practical tips about how to organize your paper notes with Evernote.

How to organize paper notes with Evernote?

Evernote offers numerous possibilities for archiving and organizing important information. So, you can find a note in a practical and fast way with just a few clicks on your cell phone or computer.

In this sense, we brought a few tips to help you organize your paper notes and make your routine more productive and efficient. Check it out below.

Make your studies easier

In a class, save important notes from the subject or record audios from the teacher’s explanations to recap and study for the final exams.

Do this full time, and never fail to write down any important information in class.

To do this, just open Evernote in the “Studies” section, for example, and create a specific note for each subject. You can include tags with the name of these subjects and specific dates so that it’s easier to find later.

On your cell phone, to create a new note, just click “+”. On the computer, just go to the menu on the left and click on “+ new note”. And choose whether to take a photo of your manual notes or record audio of the subject.

Very simple, isn’t it?

Another possibility is sharing the notes with your friends.

Did you make all the notes and want to share it with that friend of yours who missed class? It’s very simple, just click on the share icon, as in the image below, and send your notes by email.

Take manual notes with Evernote

With the advancement of technology, we hardly put a paper and a pen in our backpack to go out.

So, imagine the following situation: you received a call for a job interview, you are in a hurry, with no internet access at the moment and don’t find a paper to write down the address or who to look for.

Very simple: open the application, click on “+” to create a new note, and manually write down the address and the name of the person responsible for your job interview.

Check out the image below.

Save your paper notes inspirations

It’s very common to find people who like to write and prefer paper notes. However, it’s not always possible to carry the notebook everywhere.

In contrast, the cell phone is always with us. And if you are that person, always take pictures of your paper notes, and archive it on Evernote, so you can continue the idea or the text where you left off, without losing inspiration.

Archive your diaries

Do you like the good old diary to write down about your days? Or simply to clear the mind of so much information that you receive every day?

Many people still use the diary even as a way to record their eating habits in a weight loss program, for example.

This way, Evernote is an excellent app to archive your diaries, and you can keep it on file safely. So, you can access it at any time and everywhere.

To do this, just take a photo or scan the pages of your diaries. That way, as soon as the notebook sheets run out, you don’t have to leave them accumulating dust and taking up space, as all the information will be on Evernote, ready to be consulted at any time.

Collect recipes

In conclusion, do you want to share that old cookbook with a friend? Scan your favorite recipes in a note, inside the recipe book on Evernote, and share it quickly.

With that, you not only share but also always have the recipe in your hands when you need it, anywhere.

Add notes and tags for different recipes like cakes, pies, bread, and others. So, when you need to consult a recipe specifically, just search with the corresponding keyword and it will be there.

Incredible and simple like that!

Do you want to learn, in practice, how to organize your paper notes effectively with Evernote? So, watch the video below.

Finally, what about learning the essentials components to set a productivity routine using Google Calendar, Evernote and Calendly?

We can help you! Click here to know more.

Reference material

Youtube – Personal and Business Productivity
Increase your Productivity – Get Results Faster

Tags digital notes, Evernote, how to use Evernote, organization, organize paper notes with Evernote, paper notes, tips on how to use Evernote