What tools do you use to stay organised? (23 posts)

  • Hi All,

    I am venturing into the world of small business at the moment, and was wondering if you could give me any advice on what tools you would recommend to keep track of any software you have bought, or have an account with.

    Example software / services:

    • Social media analytics tool (e.g. Sprout Social or Hootsuite)
    • Web hosting
    • Domain names
    • WordPress plugins / themes
    • Courses (e.g. SMSS12)
    • Every day software
    Any advice would be greatly appreciated.Thanks!

  • Hootsuite is great for scheduling posts so you do not have to worry about forgetting to post something at a specific time. For everyday organization I use google docs. I use it for clients and also for our own businesses. 

  • @samscholfield- I use a few systems – one that I really like is springpadit.com it allows you to post notes and to look for them when needed. I also heard of evernote from friends and they like that one. Hope that helps
    You can find spring pad from the chrome store if you use Chrome as a browser..

  • @samscholfield Sam this list was compiled by Lee Odden of Top Rank. He states “tools are only as good as the peoples expertise in using them.” You’ll find something useful here.

    Here is a link to the List of tools:http://www.toprankblog.com/2012/02/seo-social-media-tools-seslondon/

  • @ryrussell Thanks for the advice, I use Sprout Social and Tweet Deck for my social media actions. I was also considering using Google docs for keeping a list of purchased items + accounts because it’s easy to update, however it could be a pain to categorise different items, do you have problems with that?

    @prestonodenbrett springpadit.com looks quite good! I use do.com for creating lists of tasks to complete, however the notes could be useful!

    @ptwylie Thank you for the link. It is extremely comprehensive! Although I’m more after something to keep track of what I am using, instead of adding to that collection.

    Thanks for your help so far!

  • @samscholfield  It takes some time to really get organized within. It is the same as using excel and word just online and easy to share with your team members. What we did was spend a day basically organizing a developing a system of how we would utilize. It has been perfect ever since. We created a spreadsheet for each client and also a spreadsheet for our personal use. Everything is separated and each member understand how to use it efficiently and effectively. 

  • @samscholfield A good tool for organizing your projects in my opinion is Basecamp. It holds options for calendars and to-do-lists, it provides you with a (very basic, but sufficient) file storage system and you can set up writeboards to collect and exchange lists, thoughts etc., could be something for your needs. You can set up and organize teams within your business and beyond.
    @prestonodenbrett You mentioned Evernote. I use it frequently for keeping my thoughts and ideas organized. The big plus of Evernote is the multi platform availability of the generic app incl. Win, Mac, Android and iOS – and the instant sync while you type in your latest thoughts.

  • http://keepass.info/
    https://www.dropbox.com/
    http://www.teamlab.com/
    http://www.freshbooks.com/

  • and then there’s the yellow pad! I’m getting lost trying to find a way to keep up with everything and am about to decide I’m going back to the good old legal pad! or the marbled looking composition book @samscholfield

  • Asana.com is another one I haven’t seen mentioned here yet. A lot like Evernote or Basecamp @samscholfield

  • Great! Thank you all for your ideas, I will take a look at them all and see if they will suit my needs. :)

  • LOVE Evernote for organizing notes- and it’s free!

    I use: 

    • Daylite for project management
    • Quickbooks for finances
    • Hootsuite for social
    • Lynda.com for learning new programs
    • Wunderlist for my to do list – like evernote it syncs with my desktop, iphone, ipad, etc

  • @jenniferwashlow-pag Thanks Jenifer I’m now using Evernote & wunderlist and my world is a little more organised now, thank you

  • @lacducoeur you are welcome!! I just love programs that sync, no matter where you are you can update :)

  • I have used Evernote – off and on – for several years.  While I don’t care that it is sooooo plain, there must be something that makes me come back to it again-and-again.

    I would love to find a one-size fits-all social dashboard/docs/to-do/etc etc. 

  • I have used Evernote – off and on – for several years.  While I don’t care that it is sooooo plain, there must be something that makes me come back to it again-and-again.

    I would love to find a one-size fits-all social dashboard/docs/to-do/etc etc. 

  • @kylemj6977  I love my Evernote! I use it for everything!

  • Still looking for an organizer…thanks for all of the information. I have so many things going on. Sounds like Evernote may be helpful.

  • I wish they would “jazz” the interface a bit…other than that….great service.

  • This is SUCH a great and inspired thread .. getting it to all GEL together is a task nobody ever tells you about .. fantastic info and thanks for the tips ..

    Yep Wunderlist is my fav To Do List management tool too.. anything that syncs with an iPhone is cool by me and the way to go.

    Will be looking at Basecamp and Evernote now ,, thanks for that

    I use Goal Pro for goal setting and Wunderlist for To Do Lists
    Quickbooks is so easy for accounting
    Hootsuite and Post Planner for Social Media
    A marketing / content calendar for blogging
    Software called Anytime for events, appointments, calls and reminders

    It pays to be organised and at some point as you grow you realise you need some outsourcing!

  •  @dianecossie I need to learn what Wunderlist adds that your Anytime doesn’t do. I do use Evernote, but am a newbie to it, and know I’m still not getting the most from it.

    @deairby I still use my writing pads because I find I remember more if I write notes vs. keyboard typing. I’ve been doing that for so long I am not sure the pain of changing will be worth the benefit. :)

    I also use my Outlook calendar and it syncs with my Android which is essential.

    Honestly as a new business, I  have so many new tools to understand I don’t want to take on anything non essential. I think I will wait to see what my VA uses when I am ready to hire one!

  • @joanmuschampfagnani I’m in a similar situation, there are so many great tools it’s hard to pick! Especially when they do very similar things!

    e.g. Wunderlist or Do.com
    Evernote or SpringPadIt or Basecamp or Asana
    Hootsuite or Sprout Social
    KeyPass or LastPass
    etc

    Thank you for all of your suggestions so far! It’s very interesting hearing what you all use and like!

    Another couple of tools I am currently using are Rapportive and Smartr. They integrate into Gmail to show you the social Media activities of your contacts.

  • I discovered Omnifocus a couple of years ago and am very satisfied with it. Versions for Mac/iPad/iPhone and it syncs easily. Not cheap, but very effective. Ideal if you are a fan of David Allen and his Getting Things Done system.


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