Q: What tools can my client use to document processes?

Process Street Using Process Street is a solid way to document key processes within 'checklists' for you (and other team members) to follow. Tasks can be assigned to yourself and other members of the team and due dates set. Google Docs For simpler processes, just use Google Docs and share directly with your client. The "suggesting" tool is so useful for collaboration if you are working things out together! CloudApp We find screen recordings very helpful when documenting processes too - nothing makes a better "here's how you do it!" easier than simply watching a video of someone actually doing the task. We recommend CloudApp to help you demonstrate processes via screenshots or recordings, which you can also annotate. It's free!

Question 1

What tools can my client use to document processes?

Accepted Answer

Process Street

Using Process Street is a solid way to document key processes within 'checklists' for you (and other team members) to follow. Tasks can be assigned to yourself and other members of the team and due dates set.

Google Docs

For simpler processes, just use Google Docs and share directly with your client. The "suggesting" tool is so useful for collaboration if you are working things out together!

CloudApp

We find screen recordings very helpful when documenting processes too - nothing makes a better "here's how you do it!" easier than simply watching a video of someone actually doing the task.

We recommend CloudApp to help you demonstrate processes via screenshots or recordings, which you can also annotate. It's free!

Question 2

How should I share a to-do list and stay organised with my client?

Accepted Answer

Does your client already regularly use a digital to-do list app? If so, we would usually recommend that you join them there, and share their existing lists.

But if your client doesn't, then it could be worthwhile making a recommendation. These could include:

Asana is often better for more complex projects with milestones.
Trello is very versatile, but tends to be better for project-based work, rather than a daily to-do list. It is, however, much simpler to user than Asana.
Internally we love to use TickTick. You can create shared to-do lists with several people, complete with comment threads, tags, due dates and more.
Google Tasks - this is lesser-known option, but quite popular. This is often considered the simplest and therefore easiest option to use, in many respects!
Google Sheets - if you will be creating or managing content for your client, or completing a long list of tasks in 'batches', we’ve also found a G Sheet works well. You can create one using your Virtalent G Suite address.

What tools can my client use to document processes?

How should I share a to-do list and stay organised with my client?

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