Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!
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Turn Off Email Notifications to be More Productive |
| It’s easy to feel productive when you’re sending and receiving a bunch of emails, but the day can quickly slip away if you’re constantly being interrupted by emails. A large majority of emails do not require an immediate response, and if they do people will often call. Checking email frequently can harm your productivity. According to a study done by Loughborough University, it takes an average of 64 seconds to fully recover and get back to your work after being interrupted by an email. This time can really add up over the course of the day. To check email less frequently – you could even try out a product such as Inbox Pause to have your email set to deliver at 3-4 times a day.
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Organize Projects With Categories |
| Take organizing projects to a deeper level by grouping them into categories. For example, if you often attend tradeshows as a vendor and organize customer events, your project categories might include “Tradeshow” and “Customer Event.” Your Insightly administrator can create and add new categories by navigating to System Settings > Categories page.
Once the project and categories are set up, you can easily identify and filter the categorized projects when looking at the project list. Tasks related to each project can also be categorized with the same categories or different categories specific to tasks. By associating projects with categories, you can keep relevant information grouped together and easy to find and view.
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Goal Setting |
| If you were to select three people you greatly admire for a particular attribute or accomplishment (e.g. athletic skills, integrity, tenacity, business success, etc.) and sit down and ask them what their secret to success is, you’d quickly recognize a common theme—goal setting.
Setting goals is tantamount to having a road map to get you from point A to point Z. It turns out, however, that very few people actually take the time to sit down and set goals. In a study focusing on the 1979 Harvard MBA program graduate students were asked “have you set clear, written goals for your future and made plans to accomplish them?” Shockingly, 84% of respondents had no goals at all. If you need a cheerleader to keep you honest and motivated in setting up and meeting your goals, an article published in Harvard Business Review shows that bringing a significant other into the process can greatly increase your odds of success.
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About the author: Marta Bright is Insightly’s Content Manager.
