Use cases

Project – Operations


Prevent yourself from forgetting important information by keeping everything together in one place. Trust us, even the little things, like forgetting to buy a new coffeemaker, can have a significant impact.

Your company, like a living organism, requires a lot of small things to work together if it is to run smoothly.Ideally, after every meeting, you and your team will come up with a few smaller tasks that will need to be done. Unfortunately, if they’re not documented properly, a few of these tasks are often forgotten. The effects may seem insignificant, but a trivial task to one person can be a critical task to someone else.

For example, let’s say during the meeting that someone on your team brought up that they needed a new company computer to work on the graphics you’ll need for a client because their current one has been crashing. You tell them you’ll look into it, and then you get back to some of the other more important topics at hand.

If you didn’t make a note that you’d have to look into getting your team member a new computer and more importantly remember to check your notes and follow through with it, a few things can happen.

First off, your team member may become discouraged by thinking that in your mind they’re not an essential part of the team. Second, forgetting to look into a new computer can have adverse effects on the outcome of the project as well.

Let’s say your team member’s computer crashes while they’re working on an incredibly important graphic for a client. If they can’t create the graphic in time for the deadline, then that can delay other parts of the project, and maybe even cause you to miss your project deadline, which might also cause your team to incur financial penalties.

All this because of one seemingly small detail in a meeting.

To help you out with this issue, we’ve created a template so you can start using LogicalPlan for your operations.

We use the template to prepare events, like meetings or team building, or to jot down important notes, like getting your employee a new computer. Really, you can add anything that comes up during your meetings that you’ll need to follow up on.

We’ve found this feature is incredibly helpful for planning out vacations. When team members request vacations, they can create a task that spans the amount of time they want to take off. To approve the vacation time, mark the task as “done.”

When you check your team’s workload capacity, this helps show you who’s available, and when, so you won’t accidentally assign work to someone while they’re off relaxing.

As always, if you have any ideas that could improve our templates, feel free to shoot us a message on chat!

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