Owning your own business means there’s going to be numerous moving parts and keeping up with all of that can be difficult.
That’s why I’ve put together a list of my favorite organization and planning apps. Hopefully these will help in your quest of keeping track of all the different tasks and employees you’ve got!
First up on my favorite apps for planning and organization is Trello. Trello is a collaboration program that organizes your tasks into different boards and columns. From what needs to get started, to what tasks are currently in progress, to finished and everything in between.
You can create different boards for completely different projects and employees, too! This app is going to be the best for your day-to-day planning and tracking, not necessarily for the long term. Each task created allows you to label, set a due date, create a checklist, add members, or add an attachment. Trello simplifies your daily to-do’s while still giving you all the nitty gritty details to keep you on track.
What’s also great about Trello, is you can access it on both your desktop and smartphone! The Trello app is easy to navigate and use to update on the go.
My favorite app for long-term planning is Float! With Float you can plan your day-to-day tasks as well as see what everyone else on your team is currently working on. From weekly viewing options, planning out your week, Float is the best visual team planner.
From full-time to part-time employees to tracking time off, Float has limitless possibilities to keep you on track with your team.
Depending on the size of your team, you can keep track of who’s full time or a contractor and even keep employees on reserve. For me, float is the best option for team scheduling because of the collaborative user experience it promotes within a team. You can help shape teammates’ calendars and plans in advance so they know what to expect as well.
By looking at my Float, you would think that I’m over-booked so to speak, but in reality, I’m someone who needs to have everything visually planned out in front of me for the day or else I’ll forget. Everyone here at Limo U has a full day’s worth of work to do, we just prefer to plan out our schedules differently.
The only downfall of float is that it’s currently only optimized for desktop. Meaning if you think of something on-the-go, you’re either going to have to jot it down somewhere else, or log in through the web browser on your phone to access it.
Finally, one of the best programs you can use for organizing and planning is Google Calendar. From inviting others on your team, and outside of it to events and plans is very convenient when planning out your weekly to monthly tasks for your business.
We here at Limo U use our Google Calendars for virtually everything we do - whether that be planning a meeting with one of our awesome clients, to blocking out time with our personal commitments to help round out our day. I even add some of my personal commitments to my calendar so that I know what time I need to be out of the office for something and to make sure I know that I’ll need to finish something outside of our typical 8-5 routine.
Simply put, the Google Calendar is the best bang for your buck - all you need is a gmail account and you’re all set. The layout is VERY user friendly and makes it easy to keep track of your day. Whether that be on your desktop or through the app on your smartphone, Google seems to have found a way to make itself relevant across all platforms, and when it comes to running a business, it’s hard to pass up.
So there you have it, those are my top three planning and organization apps for your business. It doesn’t matter if you’re someone who needs to track every single thing you have planned for the day (i.e., me) or prefer to keep the big projects in sight, having a calendar to plan everything out in advance is only going to benefit you. It’s always better to be over-prepared and scheduled out than not. Whether you run a large company or have 5-person operation, planning out employee’s days and tasks is going to allow you and your business to stay on track and meet those quarterly and yearly goals.