"Guys, what's the status?" When it's better to set a task in CRM than to write a message
Posted: Wed Jan 29, 2025 6:49 am
There is an opinion that if a task is not set in writing, it can be considered that it does not exist. And this is understandable: what is agreed upon only verbally and in messages is easy to forget, lose or interpret differently over time. However, there is another extreme: recording every step, distracting colleagues with messages and creating the illusion of efficiency .
When it is possible to avoid unnecessary actions, it is better to do so. The simpler the interaction on tasks, the more efficient the work. However, in pursuit of simplification, the main thing is not to lose important information. If you often face the question "Should I create a task in CRM or is it better to write a personal message to a colleague in a messenger?", then this article will be useful to you.
Simplicity will save the world. Probably
Megaplan's Commercial Director Viktor Shelike hates excessive bureaucracy. That's why uk whatsapp list he has developed several simple rules for himself that help him decide when he needs to assign a task to an employee, and when it's enough to discuss it verbally or write a message.
“I always test myself with the question: what will be the consequences if I don’t set the task and something goes wrong?” he says.
So, when do you need to set tasks in CRM?
1. If more than one action needs to be performed
It's one thing when you just need to replace a bottle in a cooler, and quite another when you need to order gifts for employees. In the first case, it's one action, in the second - at least four: choose a supplier, gifts, pay the bill, arrange delivery.
If more than one action needs to be performed
2. If the task does not need to be done now
For example, a letter to a partner can be sent immediately, but the mailing on Friday still needs to be planned.
If the task needs to be done not now
3. If the employee is doing the job for the first time and you know that he will have questions
For example, if your office manager is level 99, ordering water to the office is a piece of cake for him. But if he is new, he will need information: supplier contacts, order schedule, volume.
If an employee is doing the job for the first time and you know he will have questions
4. If the task will be performed by several people
If an electrician needs to change a light bulb, he can do it alone. But if a project manager needs to do the same task, he will most likely involve specialists. And, most likely, not only an electrician.
When it is possible to avoid unnecessary actions, it is better to do so. The simpler the interaction on tasks, the more efficient the work. However, in pursuit of simplification, the main thing is not to lose important information. If you often face the question "Should I create a task in CRM or is it better to write a personal message to a colleague in a messenger?", then this article will be useful to you.
Simplicity will save the world. Probably
Megaplan's Commercial Director Viktor Shelike hates excessive bureaucracy. That's why uk whatsapp list he has developed several simple rules for himself that help him decide when he needs to assign a task to an employee, and when it's enough to discuss it verbally or write a message.
“I always test myself with the question: what will be the consequences if I don’t set the task and something goes wrong?” he says.
So, when do you need to set tasks in CRM?
1. If more than one action needs to be performed
It's one thing when you just need to replace a bottle in a cooler, and quite another when you need to order gifts for employees. In the first case, it's one action, in the second - at least four: choose a supplier, gifts, pay the bill, arrange delivery.
If more than one action needs to be performed
2. If the task does not need to be done now
For example, a letter to a partner can be sent immediately, but the mailing on Friday still needs to be planned.
If the task needs to be done not now
3. If the employee is doing the job for the first time and you know that he will have questions
For example, if your office manager is level 99, ordering water to the office is a piece of cake for him. But if he is new, he will need information: supplier contacts, order schedule, volume.
If an employee is doing the job for the first time and you know he will have questions
4. If the task will be performed by several people
If an electrician needs to change a light bulb, he can do it alone. But if a project manager needs to do the same task, he will most likely involve specialists. And, most likely, not only an electrician.