monday.com

mondaycom

Is your marketing team frustrated with having to wait for simple website updates? Is their team already using Monday.com, the team management tool? If so, we have a quick and easy solution to give non-technical people a structured and limited way to make updates to a webpage (without fearing they’ll mess up the site!) right from within Monday by using — it’s a win-win solution. Reshuffle Open Source ( : ) Disclosure The author is building Reshuffle Plus, by using the Monday interface that they’re already used to, marketers won’t have to deal with yet one more tool. Let’s say Marketing wants to continually add more customer case stories to the Customer Story web page. It’s a repeatable process and one that always contains the same content components (title, copy, image). You can give Marketing the autonomy they need to update this page themselves while staying within the parameters you set for the site. By creating a web page spreadsheet template in Monday.com that defines the components for the page, you can use Reshuffle’s connectors to integrate the spreadsheet to the website, and enable marketers to make updates in the spreadsheet that will automatically publish on the site. Marketers just need to fill in the component fields in the Monday spreadsheet and Reshuffle will publish it to the website! Reshuffle’s open source integration framework makes it easy. In this article, learn how to build a spreadsheet-powered website using Monday that lets people make changes to the website without the web team having to worry. How to Build It Reshuffle makes it easy to build integrations that complete complex tasks, so you can deliver unique experiences and outcomes for the business and for customers. Here’s how you’d build a spreadsheet powered website: Reshuffle is an open source, lightweight, and event-driven framework that helps you integrate services — these integrations and workflows are created inside a Reshuffle App. The objects that let you interact with these services are called . The first thing we need to do is to declare a Reshuffle App and a : connectors Monday connector { Reshuffle } = ( ) { MondayConnector } = ( ) app = Reshuffle() monday = MondayConnector(app, { : process.env.MONDAY_API_TOKEN
}) const require 'reshuffle' const require 'reshuffle-monday-connector' const new const new Token To get your Monday API token, log in to your Monday account and click on your Avatar in the bottom left. In the Admin panel, you'll find an API section, where you can create an API v2 token that you can plop into your local environment. You can also specify your and your address in the connector - but the first will be understood from the API key (unless you have multiple sites), and the second defaults to , which shouldn't conflict with any other addresses you're likely to have. `baseURL` `webhooks` `/webooks/monday` Next, we need to define the board and events we want to watch using the method, and our logic for what happens when we make a change. To find your boardId, go to your Monday board in your browser and copy it from the URL: `on()` All of the Monday connector events Reshuffle  supports can be found . In this example, we'll watch for a event, and then log the response: here `CreateItem` monday.on({ : , : }, (event, app) => { .log( , event)
}) boardId 895666799 type 'CreateItem' console 'Monday response:' Lastly, let's initiate the integration by starting the Reshuffle App: app.start(); To run this code locally in a development environment, we put the above code (only six lines!) in an file, and, after using npm to install the necessary packages, run it using . Then, we set up a Monday webhooks URL. To do this, go to the Monday settings (by clicking on your avatar in the bottom left, again), and clicking on "Integrations". Search for Webhooks. You'll want to set up a new webhook using your development URL. For this test, we used , by installing it and then running ` in another terminal window, which is the same port as our Node instance above. `index.js` `node index.js` ngrok ngrok http 8000` Take the URL that ngrok gives you, and add /webhooks/monday to it before adding it as the URL in the Webhook interface. And that's all you need to do. Go back to your sheet and create an item. We created a new item, called "toucan", because they're beautiful birds and we wanted Monday to display cool birds (why not?). You'll get a result similar to this: Monday response: { : , : , : , : , : , : , : , : , : , : , : , : , : , : , : , : , : , : , : } userId '17514907' originalTriggerUuid null boardId '895666799' groupId 'topics' itemId '902429084' pulseId '902429084' itemName 'Toucan' pulseName 'Toucan' columnId undefined columnType undefined columnTitle undefined value undefined previousValue undefined changedAt undefined isTopGroup true type 'CreateItem' triggerTime '2020-12-08T22:46:54.192Z' subscriptionId '29497386' triggerUuid 'a906a3fcd532060bcab0846b9e11e327' Your frontend should have a CMS which can interpret this data. Depending on the frontend, setting up a url which can capture POST requests will look slightly different. On our end, we need to post the resulting data above into a POST request. Here, we use the package: got monday.on({ : , : }, (event, app) => { { body } = got.post( , { : event, : }) .log(body.data)
}) boardId 895666799 type 'CreateItem' const await 'https://yourcms.org/newBoardItem' json responseType 'json' console And your front end should be able to capture this and display it however you like. In our really quite basic HTML frontend, we took the example above and rendered the JSON like this: Obviously, you'll want to do more than throw the JSON into a list on a basic HTML site. But that's where the fun is - once you've got a server taking new data from Monday using Reshuffle, the possibilities are endless. We hope you see how easy it is! You can do this quickly and really make updating your website easy for non-technical users. Now, Make it Happen As you work with your sales, marketing, and customer experience colleagues, we encourage you to build the integrations that drive better customer experiences and help differentiate your business in the marketplace. With teams using so many different tools, the more you can consolidate these tools into one common interface, and help automate workflows, the easier people can get work done. Reshuffle is continually listening to what our customers need and desire. Don’t see a Connector to a service you’d like to integrate? Send a tweet to to let us know which Connector you’d like us to develop next. @ReshuffleHQ ( : ) Disclosure The author is building Reshuffle

Update Your Website via Spreadsheets Using Monday.com and Reshuffle Open Source

This paper is under CC 4.0 license. available on arxiv Authors: (1) Ryen W. White, Microsoft Research, Redmond, WA, USA. Table of Links Abstract and Taking Search to task AI Copilots Challenges Opportunities The Undiscovered Country and References ABSTRACT As many of us in the information retrieval (IR) research community know and appreciate, search is far from being a solved problem. Millions of people struggle with tasks on search engines every day. Often, their struggles relate to the intrinsic complexity of their task and the failure of search systems to fully understand the task and serve relevant results [58]. The task motivates the search, creating the gap/problematic situation that searchers attempt to bridge/resolve and drives search behavior as they work through different task facets. Complex search tasks require more than support for rudimentary fact finding or re-finding. Research on methods to support complex tasks includes work on generating query and website suggestions [21, 62], personalizing and contextualizing search [4], and developing new search experiences, including those that span time and space [1, 64]. The recent emergence of generative artificial intelligence (AI) and the arrival of assistive agents, or copilots, based on this technology, has the potential to offer further assistance to searchers, especially those engaged in complex tasks [41, 61]. There are profound implications from these advances for the design of intelligent systems and for the future of search itself. This article, based on a keynote by the author at the 2023 ACM SIGIR Conference, explores these issues and charts a course toward new horizons in information access guided by AI copilots. ACM Reference Format: Ryen W. White. 2023. Navigating Complex Search Tasks with AI Copilots. Under review at REDACTED. October, 2023 1 TAKING SEARCH TO TASK Tasks are a critical part of people’s daily lives. The market for dedicated task applications that help people with their “to do” tasks is likely to grow significantly (effectively triple in size) over the next few years.[1] There are many examples of such applications that can help both individuals (e.g., Microsoft To Do, Google Tasks, Todoist) and teams (e.g., Asana, Trello, Monday.com) tackle their tasks more effectively. Over time, these systems will increasingly integrate AI to better help their users capture, manage, and complete their tasks [60]. In information access scenarios such as search, tasks play an important role in motivating searching via gaps in knowledge and problematic situations [3, 15]. AI can be central in these search scenarios, too, especially in assisting with complex search tasks. 1.1 Tasks in Search Tasks drive the search process. The IR and information science communities have long studied tasks in search [42] and many information seeking models consider the role of task directly [3, 15]. Prior research has explored the different stages of task execution (e.g., pre-focus, focus formation, post-focus) [53], task levels [39], task facets [29], tasks defined on intents (e.g., informational, transactional, and navigational [8]; well-defined or ill-defined [23]; lookup, learn, or investigate [32]), the hierarchical structure of tasks [68], the characteristics of tasks, and the attributes of task searcher interaction, e.g., task difficulty and, of course, a focus in this article, task complexity [11, 26]. As a useful framing device to help conceptualize tasks and develop system support for them, tasks can be represented as trees comprising macrotasks (high level goals), subtasks (specific components of those goals), and actions (specific steps taken by searchers toward the completion of those components) [42]. Figure 1 presents an example of a “task tree” for a task involving an upcoming vacation to Paris, France. Examples of macrotasks, subtasks, and actions are included. Moves around this tree correspond to different task applications such as task recognition (up), task decomposition (down), and task prediction (across). Only actions (e.g., queries, clicks, and so on) are directly observable to traditional search engines. However, with recent advances in search copilots (more fully supporting natural language interactions via language understanding and language generation), more aspects of macrotasks and subtasks are becoming visible to search systems and more fully understood by those systems. Challenges in working with tasks include how to represent them within search systems, how to observe more task-relevant activity and content to develop richer task models, and how to develop task-oriented interfaces that place tasks and their completion at the forefront of user engagement. Task complexity deserves a special focus in this article given the challenges that searchers can still face with complex tasks and the significant potential of AI to help searchers tackle complex tasks. 1.2 Complex Search Tasks Recent estimates suggest that half of all Web searches are not answered.[2] Many of those searches are connected to complex search tasks. These tasks are ill-defined and/or multi-step, span multiple queries, sessions, and/or devices, and require deep engagement with search engines (many queries, backtracking, branching, etc.) to complete them [21]. Complex tasks also often have many facets and cognitive dimensions, and are closely connected to searcher characteristics such as domain expertise and task familiarity [38, 58]. To date, there have been significant attempts to support complex search tasks via humans (e.g., librarians, subject matter experts) and search systems (both general Web search engines and those tailored to specific industry verticals or domains). The main technological progress so far has been in areas such as query suggestion and contextual search, with new experiences also being developed that utilize multiple devices, provide cross-session support, and enable conversational search. We are now also seeing emerging search-related technologies in the area of generative AI [35]. Before proceeding, let us dive into these different types of existing and emerging search support for complex tasks in more detail. Researchers and practitioners have long developed and deployed support such as query suggestion and trail suggestion, e.g., [21, 45], including providing guided tours [51] and suggesting popular trail destinations [62] as ways to find relevant resources. This coincides with work on contextual search and personalized search, e.g., [4, 47, 63], where search systems can use data from the current searcher such as session activity, location, reading level, and so on, and the searcher’s long-term activity history, to provide more relevant results. Search engines may also use cohort activities to help with cold-start problems for new users and augment personal profiles for more established searchers [48, 69]. • Suggestions, personalization, and contextualization: Devices have different capabilities and can be used in different settings. Multidevice experiences, e.g., [64], utilizing multiple devices simultaneously to better support complex tasks such as recipe preparation, auto repair, and home improvement that have been decomposed into steps manually or automatically [73]. Cross-device and cross-session support [1, 56] can help with ongoing/background searches for complex tasks that persist over space and time. For example, being able to predict task continuation can help with “slow search” applications that focus more on result quality than the near instantaneous retrieval of search results [46]. • Multi-device, cross-device, and cross-session: Natural language is an expressive and powerful means of communicating intentions and preferences with search systems. The introduction of clarification questions on search engine result pages (SERPs) [71], progress on conversational search [20], and even “conversations” with documents (where searchers can inquire about document content via natural language dialog) [49], enable these systems to engage more fully with searchers to better understand their tasks and goals. There are now many emerging opportunities to better understand and support more tasks via large-scale foundation models such as GPT-4[3] and DALL·E 3,[4] including offering conversational task assistance via chatbots such as ChatGPT.5 • Conversational experiences and generative AI: All of these advances, and others, have paved the way for the emergence of AI copilots, assistive agents that can help people tackle complex search tasks. [1] https://www.verifiedmarketresearch.com/product/task-management-softwaremarket/ [2] https://blogs.microsoft.com/blog/2023/02/07/reinventing-search-with-a-new-aipowered-microsoft-bing-and-edge-your-copilot-for-the-web/ [3] https://openai.com/gpt-4 [4] https://openai.com/dall-e-3 [5] https://openai.com/chatgpt

Navigating Complex Search Tasks with AI Copilots: Abstract and Taking Search to task

I recently finished reading a fantastic book, The Declassification Engine, which seemingly had to do with project management (I was attempting to branch out 🙄). However, about a third of the way through, I was awestruck by the similarity of what the author, Matthew Connelly, was describing as "issues of not categorizing our nation's history." nothing Where my life and the subplot to the book come together is the reality of what a good lessons-learned strategy can do for not only an organization but a nation (i.e., the United States). Mr. Connelly does a great job in presenting the fact that could have easily been the catalyst to the saying, “Those who don't know history are doomed to repeat it.” (- Edmund Burke). To ensure we're in sync, here's the quick version of Connelly's book: In "The Declassification Engine," Connelly discusses how he and his team explored the U.S. government's system of classification and declassification, particularly noting the negative impacts of excessive secrecy and the destruction of historical records. He argues that this culture of secrecy and destruction diminishes democracy and hinders our understanding of the past. That portion is exactly what happens when we, as project managers, do not dwell on the simple task of implementing a plan to capture a project's lessons learned. Once the team disperses or starts another project, you may as well consider the information destroyed if not written down. I've walked onto new projects wondering why nobody was tracking lessons learned... underlined what's the big secret? Why we track Lessons Learned Be it project or program management or even a long, drawn-out task, the process of documenting and applying lessons learned is crucial for continuous improvement and success in future endeavors. Lessons learned help organizations capitalize on their successes, avoid past mistakes, identify areas of inefficiency, and prevent the . Capturing this information can also contribute to the development of best practices and the improvement of business processes. repetition of errors In both contexts- the government historian or project manager- there is a clear emphasis on the importance of transparency, documentation, and learning from past experiences. Just as Connelly advocates for a more transparent and accountable system of classification to enhance public understanding, project managers use lessons learned to promote transparency and accountability within their teams and organizations. Capturing Lessons Learned In the easiest sense, it only takes a few minutes a day to write down thoughts or issues you found useful, weird, or need to change throughout the day. I keep a running raw digital log for all my projects (via Obsydian or Notion) and it's those notes that help jog my memory for the lessons learned. Here are a few best practices (an attribution) you can follow: : Include the project manager, the project team, and key stakeholders in the lessons learned exercise. This ensures a comprehensive understanding of the project from different perspectives. ( ) Involve the Entire Team and Stakeholders A Guide to Capturing Lessons Learned : Depending on the complexity of the project, conduct a lessons-learned session at the end of each project management phase to capture information when it's still fresh. This allows for timely evaluation of what went well, what went wrong, and what can be learned from it. ( ) Conduct Regular Reviews Asana : Store the lessons learned in a central repository that is easily accessible to all team members. This ensures that the lessons are retrievable and can be used to guide future projects. ( ) Store Lessons in a Central Repository Simplilearn : Make it a mandatory part to review past lessons along with the team. This helps to reinforce learning and ensure that past mistakes are not repeated (Simplilearn) Review Past Lessons Samples of Lessons Learned Templates Here is my personal bare-bones template: Project Name | Start Date | End Date Sponsor, major stakeholders, and team members (and emails) Budget when the Project Started (this is good to know so when taken in context with any issues that came about, there might have been an issue that was known but ignored) Known Issues Lessons Learned What was the issue? How did it affect the project? How was the issue fixed, dealt with, or otherwise nullified? What should be done differently if this particular type of issue happens with another project? Sponsor or senior stakeholder (or customer*) signature stating they've reviewed the lessons learned. All of this is pretty straightforward; number should be done for each of the different issues that a lesson was learned. For item , this isn't always necessary, but it does allow you to ensure someone further up the food chain is aware of any issues that the project or team had. Worst case, they say "thanks," best case, they send it around for everyone to read. five six Here are some other sites for examples you can use: offers a list of the best lessons learned templates that can be used to capture helpful insights for future projects. These templates are designed to be comprehensive and user-friendly. ClickUp provides an interactive lessons-learned template that is built for all kinds of professionals. This template helps team members review both positive and negative experiences of a completed project and is structured to cover everyday management, communication, technical elements, and overall project management. Monday.com features a variety of lessons-learned templates in Excel and Word formats. These templates are highly recommended for documenting and analyzing the lessons learned from projects, and they guide you through defining your project, choosing team members for documentation, storing information, and disseminating the lessons learned. TemplateLab At the end of the day, it's our responsibility to ensure that what we or our team are doing wrong doesn't happen again. And if you found the secret sauce to getting this particular type of project done, be sure to capture that too... it's not about doom-n-gloom. all If you opt to give your customer a copy of the lessons learned, might I you filter them not to include any internal issues your team or company had? Keep that between you and the team. suggest Also published . here

The Art of Capturing and Applying Lessons Learned for Effective Project Management

কার্যকরী প্রকল্প ব্যবস্থাপনার জন্য শেখা পাঠ ক্যাপচারিং এবং প্রয়োগ করার শিল্প

Die Kunst, gewonnene Erkenntnisse für ein effektives Projektmanagement zu erfassen und anzuwenden

El arte de capturar y aplicar las lecciones aprendidas para una gestión eficaz de proyectos

L'art de capturer et d'appliquer les leçons apprises pour une gestion de projet efficace

प्रभावी परियोजना प्रबंधन के लिए सीखे गए पाठों को पकड़ने और लागू करने की कला

効果的なプロジェクト管理のために学んだ教訓を捉えて応用する技術

효과적인 프로젝트 관리를 위해 배운 교훈을 포착하고 적용하는 기술

A arte de capturar e aplicar lições aprendidas para um gerenciamento de projetos eficaz

Искусство сбора и применения извлеченных уроков для эффективного управления проектами

Etkili Proje Yönetimi için Öğrenilen Dersleri Yakalama ve Uygulama Sanatı

Nghệ thuật nắm bắt và áp dụng các bài học kinh nghiệm để quản lý dự án hiệu quả

捕捉和应用经验教训以实现有效项目管理的艺术

Ah, the annual planning season, new year, new beginnings, new... anxiety? We've all been there, staring at a blank document, the weight of a thousand possibilities and pitfalls pressing down. Product planning chaos is real. Disjointed goals, unaligned teams, and customer needs are buried beneath a mountain of metrics. Each quarter feels like a frantic scramble, leaving you exhausted and unsure of your next move, morale plummets among the teams and is replaced by whispers of "Is this even going anywhere?" If you ever felt this way, It's time to escape the product purgatory and make things better, most importantly, make things work in a way that all stakeholders and teams agree with. This is where this annual questionnaire comes in. It's a strategic, customer-centric focused, and team-unifying plan that pulls together the trajectory of the company, resources, and teams to ensure a smooth operation and product development going forward. What's Good About the Questionnaire: It covers a wide range of key considerations for annual product planning, from strategy and goals to roadmap details and success measurement. Structured and comprehensive: : It provides helpful tips and insights throughout the questionnaire, guiding users through the process and offering best practices. Actionable advice : It emphasizes the importance of clear communication with stakeholders and outlines different audiences and content considerations. Focus on communication It encourages using data to measure success and inform future planning decisions. Data-driven approach: : It offers a deeper consideration of customer needs and feedback that is crucial to your product roadmap. Customer focus : It addresses potential risks and outlines contingency measures. Risks and contingencies It touches on aligning resource allocation with planned initiatives that make decision-making by stakeholders easier. Resource allocation: It is exactly what I use in my work, and I’m sharing it here today. Now that you know all about what to expect, let’s get going. The Questionnaire 1. Eyes on the Prize: What are you planning to achieve? Are you all about those quarterly goals or setting the vision for the next horizon? Defining your focus sets the course. 2. Destination: Does your organization have a clear map for the year? Make sure your roadmap aligns with those big goals and that the company has determined yearly goals first. 3. Multi-Purpose Map: What's your roadmap's job? Is it your battle plan for execution, your communication bridge to stakeholders? Or your milestone marker? It can wear many hats! Make sure you know what you are into to tailor your roadmap. 4. Lessons Learned: Time to cast off last year's anchor. What worked? What sent you off course? Use these insights to craft an even better plan. 5. Beyond Our Own Ship: Keep an eye on the competition, even in uncharted waters. Learn from their successes, and avoid their pitfalls. 6. Fresh Charts: How often do you update your map? Monthly? Quarterly? Annually? Regardless of what that timeline is, make sure to keep the roadmap fresh and updated to keep everyone sailing in the same direction and aligned with the product vision. 7. Who Is There: Who's at the helm of your planning team? In my opinion, having key members from the design, marketing, engineering, and PMs is crucial to creating alignment and can set the workflow swiftly. 8. Choose the Right Roadmap Now that everyone is aligned and knows what to expect, you, as a PM, must tailor your communication and roadmap to fit different audiences. For example, executives do not want to see an overly detailed roadmap, they should get a birds-eye view of product features and their impact on the company’s objectives. However, internal teams need detailed action plans to know that the customer’s feedback is taken into consideration and updated. 9. Feedback Matters Do you have a plan for gathering stakeholder’s feedback? Do you know how to prioritize what feedback to reflect back on the roadmap? This is where frameworks like RICE, Value/Effort grid, and more come in handy to help you zoom in on what to focus on. This not only helps you to have the internal team and resources in place to develop a solution for that feedback but also adds to your overall company’s objectives. 10. Measuring Success: How do you know you're making waves? Define clear metrics for your planning and roadmap, and use data to keep your ship on track. One tool I often use as a hub for all things product-related is . (not an affiliate link). ProductBoard Checklist to Consider for Creating a Successful Product Roadmap Now that you run your roadmap through these questions, make sure to include some of the following in your planning. 1. Customer-Focused: Questions: What are the top 3 customer pain points we want to address this year? How will each planned initiative directly benefit our target customers? What customer feedback sources will inform our roadmap prioritization? Actions: Conduct customer interviews or surveys to gather fresh insights and pain points. Use customer journey mapping to understand their experience and identify improvement opportunities. Regularly analyze customer support data to identify recurring issues and trends. 2. Risks and Contingencies Mitigation: Questions: What are the biggest potential risks that could derail our plans? What contingency plans do we have in place for each identified risk? How will we monitor for early warning signs of potential problems? Actions: Conduct a risk assessment exercise to identify and prioritize potential threats. Develop mitigation strategies for each identified risk. Establish clear communication protocols for escalating and addressing issues. 3. Align Resource Allocation: : Questions What resources (people, budget, technology) are needed for each planned initiative? Do we have the necessary resources available to execute our plan successfully? How will we prioritize resource allocation across competing initiatives? Actions: Create detailed resource estimates for each initiative. Conduct a resource capacity assessment to identify potential bottlenecks. Make adjustments to the plan or resource allocation based on available capacity. 4. Technical Assessment: Tools: Product roadmap software (e.g., Aha!, ProductPlan, Trello) Prioritization frameworks (e.g., RICE scoring, Kano model) Project management tools (e.g., Asana, Jira, Monday.com) : Techniques Scenario planning to explore different future possibilities. Agile methodologies to adapt to changing circumstances. 5. Implementation and Monitoring: Questions: Who is responsible for each initiative and its deliverables? How will we track progress and measure success? What are the key milestones and deadlines we need to meet? Actions: Develop a clear implementation plan with assigned roles and responsibilities. Establish key performance indicators (KPIs) to measure progress towards goals. Schedule regular progress reviews and make adjustments as needed. Summary And there you have it. By answering these questions, you'll craft a roadmap that's not just a document, but a dynamic tool for achieving your product goals. Remember, the best maps are constantly evolving and are not a rigid plan to follow strictly. So keep these questions handy as you navigate the year ahead. With a well-planned course and engaged crew, your product adventure is sure to be a swashbuckling success! I hope you find this helpful. If you do, please share it with anyone who might benefit from it. Let me know what you think. Did I miss something? Happy product growth :)

Nail Your Annual Product Planning Roadmap: A PM's Guide

In the last decade, zero trust has been one of the most talked about cybersecurity paradigms. The “Never trust, always verify” mantra behind the zero trust concept of never trusting any device or user in your network and instead verifying every access attempt led to the development of segmentation with a flurry of new verification methods ranging from multifactor authorization (MFA) and single sign on (SSO) to identity access management (IAM), privilege access management (PAM) and more. However, implementing zero trust is unfortunately more complex than simply buying and switching on any and all of the related products. In addition to integrating them with the existing infrastructure and with each additional product, the zero trust journey demands updating legacy tools, securing expanding collections of data, and overcoming visibility gaps. This article looks at the most overlooked issues of implementing zero trust. Shifting Focus: Data Security Over Device Management Focusing on device management translates into investing heavily in managing detailed asset inventories of approved devices in a network. Significant resources go into auditing, maintaining, and securing these devices. Yet, in a distributed computing world, sensitive data easily flows beyond just managed end-user devices. Employees routinely upload files to Dropbox, Google Drive, Slack, Monday.com, and other team management programs that are outside the secured network, and unnoticed secured infrastructure weaknesses such as entire data lakes sitting in poorly configured S3 buckets. Critical data can in fact live virtually anywhere, putting it out of scope from traditional device-centric security models. To truly embrace the secure-by-default ideals behind zero trust, the focus must expand from just hardening authorized devices to directly safeguarding the data itself. This means pursuing data-centric security capabilities like persistent file encryption, rights management controls, and increased visibility into all data repositories - not just those residing on managed devices. It also requires updated assumptions when modeling threats and risks to account for the reality of data potentially living everywhere, not just within device inventory spreadsheets. Overlooking expansive data security blind spots outside managed devices leave open backdoors nullifying other zero trust access controls around the network edge. Savvy attackers are all too happy to simply bypass difficult checkpoints by going directly after loosely protected data instead. The Risk of Legacy System Obsolescence When most organizations began investing in zero trust toolsets several years ago, they represented the cutting edge in cybersecurity. However, the vendor landscape has continued rapid, iterative innovation since those initial purchases. Capabilities considered advanced in 2020 are now simply baseline functionality. Integrations and automation around improving detection, response, and visibility have also grown considerably. Yet, the time and resources needed to identify better alternatives and refresh zero trust architectures with modern replacements lead to a dangerous tendency of opting to simply renew and carry on with fast-aging legacy tools. While those are still valuable, security gaps can and do emerge between what these dated products address and the actual current threat landscape and business computing environments. Attack techniques and infrastructure complexity have both evolved tremendously even within a few years. Outdated tools develop blindness to emerging attack surfaces and vulnerabilities that did not exist when they were purchased. Renewal convenience ultimately breeds security risk. Strengthening the Data Pillar Discussions around zero trust architecture overwhelmingly fixate on advances in network security, identity and access management, and other edge-focused topics like micro-segmentation. The critical data security pillar, however, remains largely overlooked and under-invested. While access controls offer one layer of protection, inadequate data security itself provides backdoor breaches negating even sophisticated access gateways. For example, improperly configured cloud databases, mass data stores like S3 buckets, and outdated on-prem file shares continue fueling high-profile breaches through basic missteps. Despite locked-down networks and multi-factor authentication, simple cloud misconfigurations spill data constantly. Failing to actively govern and inventory direct data repositories leaves these soft underbellies for invaders to exploit. Breaches then propagate laterally through trusted access channels inside hardened networks. To fully realize zero trust ideals, data security requires equal attention alongside identity, devices, and network pillars. Extending visibility and controls directly within and around data stores closes overlooked gaps that access defenses alone cannot solve. This means pursuing capabilities like persistent encryption, data loss prevention, rights management, and cloud security posture management tuned to data risks. Hard to Fully Visualize All Data A fundamental zero trust assumption is denying trust to any entities until proven otherwise. Yet, the steady demise of network perimeters combined with BYOD and cloud adoption creates vast data security blind spots even among companies confident in their posture. When it comes to visualizing where sensitive data might reside, overconfidence risks leading to substantially overestimating actual coverage and control. Whether employees upload files to unsanctioned cloud apps, undocumented databases spun up for one-off projects, or critical data accumulating in Amazon S3 buckets, sensitive information easily scatters beyond managed knowledge. The less constrained data flows outside traditional guarded channels, the more blind spots emerge. Without comprehensive visibility and cataloging of where data lives and moves, full protection becomes impossible no matter how tightly secured core systems appear. This expansive unseen attack surface becomes low-hanging fruit for invaders. Despite strong zero trust access controls around known assets, unfettered data movement to forgotten corners of the digital ecosystem offers easy alternate doors for exfiltration and abuse. Until accurately mapping and accounting for comprehensive data footprints rather than just assumed managed ecosystems, major security gaps will persist subverting zero trust ideals. Zero trust architecture may be an invaluable cybersecurity evolution, but it is not without limitations. As with any complex IT framework, success lies in the details. Updating tools, scrutinizing administration, centering data protection, and allowing flexibility for new data frontiers, all those are key to extracting long-term value from zero trust. Rather than a one-and-done project, embracing zero trust is an ongoing philosophy.

How to Manage a Zero Trust Infrastructure in 2024 

More and more employees are now working from home. In fact, according to a survey conducted by McKinsey & Company, , and 35% have the option to work from home five days a week. 58% of employees work from home at least one day a week In the ever-evolving landscape of remote work, efficient time management becomes crucial for maintaining productivity and work-life balance. With the absence of traditional office structures, remote employees need effective and tools to stay organized and accountable. time-tracking methods This article will explore valuable time-tracking tips and highlight useful tools to help remote employees optimize their workflow and achieve their professional goals. Set Clear Goals and Priorities: Before diving into , it's essential to establish clear goals and priorities. Define your daily, weekly, and monthly objectives to stay focused and allocate time accordingly. By having a well-defined roadmap, you can measure your progress and ensure that your time is aligned with your most important tasks. time-tracking techniques Create a Schedule and Stick to It: One of the advantages of remote work is flexibility, but it can also lead to time management challenges. Develop a structured schedule that suits your productivity patterns and preferences. Set aside specific blocks of time for different tasks, such as focused work, meetings, breaks, and personal commitments. By adhering to a routine, you can maintain discipline and avoid unnecessary distractions. Utilize Time Tracking Tools: A wide array of time-tracking tools are available to remote employees to streamline time management. These tools provide valuable insights into your work patterns, help you identify time-consuming tasks, and enhance overall productivity. Especially if you're a Trello user, then please try Assista for time management. It is an automatic time-tracking embedded in your Trello workflow. Break Tasks into Manageable Chunks: Large tasks can be overwhelming and lead to time management difficulties. Break down complex projects into smaller, more manageable tasks. This approach helps maintain focus and allows you to track progress more effectively. Use project management tools like Trello, Asana, or Monday.com to create task lists, set deadlines, and collaborate with team members if necessary. Take Regular Breaks and Practice Time Blocking: Continuous work with breaks can lead to burnout and increased productivity. Incorporate regular short breaks into your schedule to recharge and rejuvenate. Additionally, practice time blocking by allocating specific time slots for different tasks. This technique helps eliminate multitasking and allows for dedicated focus on one task at a time. Reflect and Adapt: Regularly review your time tracking data and analyze your productivity patterns. Identify any bottlenecks or time-wasting activities and adjust your approach accordingly. Experiment with different techniques and tools to find what works best for you. Continuous self-reflection and adaptation are key to improving time management skills. Effective time tracking is essential for remote employees to maintain productivity, meet deadlines, and achieve a healthy work-life balance. Remote workers can optimize their time management skills and enhance their overall performance by setting clear goals, establishing a schedule, utilizing time tracking tools, breaking tasks into manageable chunks, and practicing self-reflection. Embrace these tips and tools to unlock your full potential as a remote employee and thrive in your professional endeavors. Why Use Time Tracking Software for Remote Employees? The increasing trend of remote work calls for adequate time tracking to maintain productivity and ensure fair compensation. Here are some key reasons why time tracking software is essential for remote employees: Time tracking software provides more accurate data compared to manual timesheets, helping you maintain precise records and avoid payment discrepancies. Accuracy: Remote employees can easily log their hours from anywhere, at any time, using computers or mobile devices, making time tracking seamless and accessible. Convenience: Integrating time tracking software with payroll and performance management systems streamlines administrative tasks, saving time and effort for your team. Efficiency: Real-time visibility into employee hours worked allows you to track productivity and identify any performance issues, fostering accountability and transparency. Transparency: The right software helps you stay compliant with labor laws and regulations, ensuring adherence to standards like the FLSA (Fair Labor Standards Act). Compliance: Accurate time tracking reduces labor costs by preventing time theft, optimizing productivity, and facilitating precise calculations for payroll. Cost Savings: Tips for Remote Employee Time Tracking: Opt for time tracking software with a simple and intuitive interface, making it easy for remote employees to track their time accurately. Choose User-Friendly Software: Clearly communicate the purpose and benefits of time tracking to your remote employees, fostering trust and understanding. Ensure they have access to their own time tracking data for personal management and verification. Emphasize Transparency: Establish clear work hours, communication channels, productivity expectations, and policies for time off to provide structure and clarity. Set Clear Guidelines and Expectations: Maintain regular communication with your remote employees to monitor progress, address any issues promptly, and maintain motivation and engagement. Communicate Regularly: In response to this new trend, employers must find ways to monitor the time of remote employees in order to protect themselves against potential productivity drops and time theft. To make sure your remote employees are getting their jobs done, invest in time tracking software. How do you determine which remote worker time tracking solution is best for your business? is designed to be easy to use. When it comes to productivity, the easier it is for your employees to track their time, the better. The remote employee time tracking software you choose should be easy to use with a simple and intuitive interface. Your staff need to be able to access the employee clock-in system from anywhere and on any device. Assista+Trello Moreover, the software should automate time tracking as much as possible with features such as automatic clock-in reminders and real-time tracking. Extra bonus if it includes features for managing overtime, time and a half, software integration and time attendance signing. Why Assista is the best time tracking software for your remote team With so many remote worker software solutions on the market, it can be easy to feel overwhelmed. Ultimately, the best tool for tracking employee hours will depend on the specific needs of your business. Make sure you review all of your options before choosing a remote employee time tracking program that works for you and here you will find , as it will improve your productivity, track your team's progress, and give you detailed information about your work. Say goodbye to start/stop buttons and manual time-logging. Тrack your time automatically while you focus on what matters - your work. Assista the best

Time Tracking Tips and Tools for Remote Employees

Leadership, in any industry, requires the complex integration of multiple disciplines to propel businesses forward. Among these, strategic task management stands as a critical determinant of an organization’s success. Here, we delve into the art and science of task management, highlighting its potential to underpin business development. The Science of Task Articulation and its Implications for Business Development The objective of any business development initiative is the creation of long-term value from customers, markets, and relationships. The foundation for achieving these objectives lies in clarity of action — knowing what needs to be done, how it’s to be done, and when it must be done. The task articulation process, when done correctly, eliminates ambiguity, engenders clarity, and guides employees towards the desired outcome. Consider the complex process of developing a new product. Task: “Develop a new consumer tech product” Description (result): Within the next 90 days, develop a new consumer tech product that fills an existing gap in the market. Conduct comprehensive market research, devise a development strategy, prototype the product, and test it in select markets. The final product should increase the company’s market share by at least 2% in the first quarter after its launch. Task Tracking: From Chaos to Control Task tracking transforms anarchy into order, allowing businesses to maintain control over multiple processes running concurrently. Consider a multinational corporation operating in different geographical locations. The sheer number of tasks performed daily is staggering. Without effective task tracking, important tasks could fall through the cracks, leading to costly inefficiencies and blunders. Modern businesses are leveraging technology to bolster task tracking. Advanced project management tools like Asana, Trello, or offer dashboards that help leaders track progress, identify bottlenecks, and allocate resources efficiently. Monday.com Time: The Immutable Factor in Task Management As Benjamin Franklin famously said, “You may delay, but time will not.” In the realm of business development, the reality of this statement resonates deeply. Deadlines aren’t arbitrary dates but rather a strategic component of task management. They guide the workflow, maintain the momentum, and play a significant role in the attainment of business objectives. If a crucial marketing campaign is delayed, the repercussions could range from loss of market share to a decrease in revenue. When a deadline is missed, it’s essential to perform a root-cause analysis. Identifying the underlying factors causing delays can be a valuable source of insights, enabling more effective task management and improved business development outcomes. Distinguishing between Goal and Task: A Strategic Perspective A goal is a destination, whereas a task is a step along the journey. Understanding this distinction is vital for effective business development. For instance, a company’s goal might be to become the industry leader. To achieve this, the company needs to execute various tasks effectively — market research, product development, marketing, and customer engagement. Aligning these tasks with the overall goal ensures concerted action towards business development. The Tangible and Intangible Benefits of Effective Task Management Effective task management not only drives business development but also has several intangible benefits. It fosters a culture of accountability, efficiency, and transparency. It minimizes the risk of oversights and miscommunication, contributing to an environment that values individual contributions towards collective goals. Implementation: Task Management as a Key Element of Business Strategy The integration of a task management system into a business demands a rigorous approach. This includes setting guidelines, templates, and monitoring systems. Successful implementation calls for a deep understanding of the business environment, resources, and goals. For an in-depth exploration of the process, the “Powerful Solutions” intensive course offers a comprehensive guide. In conclusion, the strategic management of tasks is a vital ingredient for business development. It transforms a leader’s vision into tangible steps that, when executed diligently, propel the business towards its goals. As a top-level executive, integrating strategic task management into your operations can be a game-changer. The Future of Task Management: The Impending AI Revolution As we look towards the future, the landscape of task management is poised for a profound transformation, driven by the rapid advancements in artificial intelligence (AI). AI and Task Delegation AI’s potential to enhance task delegation is significant. Predictive AI models, trained on historical data, could forecast the optimal distribution of tasks based on variables such as employees’ skills, workload, and task complexity. For instance, an AI could suggest that a complex programming task be assigned to a developer who has successfully completed similar tasks quickly in the past. This capacity to make data-driven task delegation decisions could enhance productivity, reduce employee burnout, and lead to better business outcomes. As this technology matures, it could fundamentally reshape the dynamics of team management. AI and Task Tracking Task tracking could also be revolutionized by AI. Machine learning algorithms can analyze patterns and trends in the completion of tasks. They could predict potential delays and suggest preemptive actions. For example, if an AI system notices that a particular task tends to take longer than anticipated, it could recommend adjustments to future timelines or resources allocation. AI and Task Optimization Finally, AI could play a significant role in task optimization. By analyzing a vast array of variables — from employee productivity rates to market conditions — AI systems could suggest optimal timelines, resources, and processes for specific tasks. This could enable businesses to achieve their objectives more efficiently and effectively, accelerating business development. While these prospects are exciting, they also raise important questions about the changing role of human leadership in an increasingly automated world. As AI systems become more integral to task management, leaders will need to strike a balance between leveraging AI’s capabilities and maintaining the human touch that is often crucial to team motivation and creativity. In the era of AI, the most successful leaders will be those who can effectively integrate AI systems into their operations, harness their power to enhance business development, and simultaneously foster a work environment that values human insight and innovation.

Driving Business Development through Strategic Task Management

As a senior SEO specialist, you often get approached by brands that not only need help with their SEO but also need “rescuing” from past questionable and not-so-ethical SEO practices. I’ve seen many brands, especially SaaS companies, make the mistake of choosing SEO practices that wind up hurting their sites much more than they ever helped them. I’ll explain why choosing the right SEO service provider is important and something that you should be taking seriously, but before I do, I’ll give you some examples. It’s not always as straightforward to spot the quality of work you’ll receive from services. SEO is a mythical and magical thing to most people. And we can’t blame people for not understanding it fully, but that’s a post for another day. SEO Examples of how bad SEO practices can screw your organic search performance: Posting content for traffic only Creating blog posts, with little or very broad topical relevance to your product and mostly focused on keyword search volume or the top posts by competitors. What it is: This one is easy. The relevance the content has to your product is very broad or not relevant at all. For example, if you have a SaaS product that is built around Instagram, but the post is about TikTok marketing strategies. How to spot it: There is a chance that the blog post will rank in , especially if you’ve spent money on promotion, distribution, and backlinks for the post. However, the users that are most likely going to visit this piece of content will have no interest in your product. What this will do: Google Either the SEO specialist is only in it for the money, is inexperienced, or the KPIs given to them are unreasonable, and instead of telling you about it, they choose to provide the service in fear of losing you as a client. Why this happens: If you have the budget to focus on content and SEO efforts that are specific to your product or even broader, then you can do this. Remember, that your content is supposed to add value to your brand and business goals over time, and not bring empty traffic. Will you be okay with this tactic? that the users visiting your posts, remember who you are, even if they don’t convert straight away. If your SaaS tool is for Instagram only, giving away a free guide on how to do affiliate marketing won’t add any value or bring in the right audience. The point is Creating backlinks based on quantity only When backlinks are created for your website at scale, without caring about topical relevance, website quality, or any of Google’s recommended best practices. What this is: This is a popular tactic used in the SaaS industry. My guess is that it's either because startups don’t fully understand the implications of this or that they don’t know that their SEO service provider is doing this. An easy way to see this is to use a tool like Ahrefs to see the backlinks that are being created for your website on a monthly basis. You’ll spot these types of links because there will be a sudden influx of backlinks pointing to your website over a short period of time and most likely it will be from questionable or irrelevant websites, like Coupons and Crypto. How to spot it: Low-quality, irrelevant backlinks will be ignored by search engines and will not contribute value over the long run. Most of the time, these websites are flagged as low-quality websites or worse, spam sites. Over time, if search engines pick up that this is the method by which your website is going about creating links, you’ll be hit by a link spam update from Google. This means that you’ll lose rankings. Low-quality links don’t always lead to obvious manual actions and notifications in Google Search Console. What this will do: That can be due to a lack of experience or the price you are paying for the service. When ordering links from platforms like Fiverr, expect that you will have less control over the quality that you will get. And this matters. Quality backlinks matter. High-quality backlinks are usually pricier because it is still a very valuable SEO tactic. Why this happens: Low quality and spammy links will have a negative effect on your search engine rankings, over time. This means all your website content and technical SEO efforts will also suffer. Will you be okay with this tactic: Creating backlinks based on domain authority only When the backlinks that are created for your website are from popular or high domain authority websites, but don’t have any topical relevance to your product. What it is: You can use a tool like Seobility.net, Majestic or Ahrefs to keep track of your backlinks. Don’t expect your SEO service providers to provide this information. Honest and ethical providers will, but some might choose not to share all the link sources. How to spot it: Because the websites are popular, you will get an initial boost in rankings. It will look like it's working, but it won’t work for long. You will lose your rankings and money with the next Google Spam update. What this will do: The SEO service provider doesn’t expect your business to stick around long enough or doesn’t think that you will be a long-term client. You might have paid them for one task so there is no real concern about the consequences for them. Why this happens: This is not a long-term solution and will only work if you are serious about taking your SEO and content marketing game further. I’ve seen startups apply this tactic, but after 2 months of getting these irrelevant high-authority links, they make sure to replace them with high-authority, topically relevant links and put a lot of effort behind their content creation and SEO updates. Will you be okay with this tactic?: If you don’t have the funds and resources to apply this tactic, then the risk will not be worth the reward. In my opinion: Cloaking This is when keywords are placed on your page and the color of the text is set to match the background. This is a super old and sneaky  SEO practice that nobody should be doing in 2023 and beyond, but sadly, I still come across it from time to time. What it is: It’s not so easy to spot and that’s the point. But you can check your web page source code or drag your mouse pointer over the whole page to see what it highlights. There are also SEO tools that can spot cloaking. How to spot it: The idea of cloaking is to add keyword placements on your webpage so that you can rank for it, but hide the keywords from the user. What this will do: The SEO specialist could be desperate to get results and you might have said no to on-page changes. Do not set unrealistic KPIs and expect SEOs to reach them without making changes on the website. There is no way around it. Why this happens: Another reason is that again, the SEO specialist has reason to believe that you won’t be a client for long. And they are in it for a quick buck not to give you good service. This goes against Google’s best practices. You can read more about their . Google can identify hidden content. Will you be okay with this tactic: spam and cloaking policies here Relying on Google’s freshness index only When new content is published, after search engines have crawled and indexed it, the content gets an initial boost. This is done on purpose to compare how users interact with the content to what is already available in the search index. What it is: The content is not well thought through, specific, or expertly created at all. The content lacks depth and detail. Multiple similar posts are published in one day or within a very short period of time. How to spot it: Your website might benefit from an initial boost, and you might be lucky enough to rank high for some keywords, but there is a big chance that the keywords are pulling in people that are not your target audience. What this will do: Lack of understanding of what makes high-quality content, lack of understanding of what your potential customers would be interested in, posting content for the sake of posting to charge you for the content writing service. Why this happens: Similar to the irrelevant topic, popular websites, you could consider this tactic if you know that you will replace this content with proper content in a timely manner. If you have the type of website where you only care about traffic and not conversions, then this could still work for you. If you want some of the readers to talk about your brand and potentially become customers themselves, then this approach will not produce good results. Will you be okay with this tactic?: Free templates for everyone When you create free template pages on your website to capture audiences looking for “free” templates and resources. What it is: Fairly straightforward, there will be dedicated pages on your website or blog. How to spot it: You will get a good amount of website traffic from this tactic and if it's perfectly aligned with your product, it could even lead to conversions. Users who initially signed up for the free resources could become paying customers in the future. It’s a very specific solution. For example, this tactic will work great for brands like Notion, Canva, and Airtable. Their paid features are carefully integrated so that users still want to sign up for paid features and plans. What this will do: When this isn’t properly planned or rolled out, you will end up with web pages that rank for many “free + your template thingy” search terms. This will result in website traffic that will never convert and will pull in users who have no intention of ever becoming paying customers. You will end up with a lot of traffic and clicks, but a high bounce rate and a low conversion rate. Creating free resources actually requires a lot of planning before they're rolled out. The page design, content, and CRO are just as important as the SEO here. Why this happens: Oftentimes, this tactic gets copied because of all the successful case studies that are floating around the internet on how Monday.com, Notion, etc. have applied this tactic to get massive amounts of traffic. But it often fails to explain in detail the planning that went into what was done before it was executed. This isn’t necessarily a bad strategy. It’s just not for everyone. This won’t make sense for all types of products and software brands. Don’t force it, unless you only want traffic and conversions are not a concern. Will you be okay with this tactic?: Common themes here are unrealistic KPIs and expectations set by the client, clients putting price above quality, and not keeping track internally of your website’s content and SEO efforts. You can use SEO and content tools that will give you a good overview of what’s going on. You can even share it with your SEO specialist. When it comes to choosing a good SEO provider, look at their approach in relation to what you want from them. If you want long-term results from your SEO efforts, choose to work with an SEO specialist that thinks strategically and long-term. Be extra careful when you choose once-off SEO service providers. Only use these types of SEO services after doing extensive research and looking at referrals and testimonials. The featured image for this article was generated with Kadinsky 2. Prompt: Illustrate an arbitrary website Also published . here

Rescuing Brands From Bad SEO: Tips for Choosing Best-Fit Providers

Considering Missive is a fully established email client and ClickUp Email is only a small part of ClickUp which is primarily a task management software, comparing the two based on email features alone might seem unfair. Yet, it makes sense if you’re already using ClickUp (and/ or Missive) and you want to: Cut down costs by using only ClickUp for work and email management Streamline your workflow with one software instead of two I came up with five questions to help you decide, based on your business needs, whether you should only use ClickUp Email or Missive. Bonus: Later in the article, I’ll be discussing , a hybrid SaaS product that bridges the gap between project management and email collaboration software. RogerRoger RogerRoger allows you to view, assign, and collaborate on both your emails and tasks in one platform which keeps everything organized, saves time, and increases productivity. 1. What features are you giving up when you shift your email management from Missive to ClickUp Email? Dynamic Variables in Email Templates Missive allows you to use when creating email responses (or templates in ClickUp). A variable can be a first name, last name, date, or any other information concerning the sender or recipient of the email. dynamic variables Missive takes it even further with its ‘default’ option which ClickUp does not have. It comes in handy if you forget to log in a relevant piece of information into Missive, for instance, a client’s first name. When building a response, you can give Missive another option to use in case your client’s first name is not available. If your default value is ‘there’, your email will now read ‘Hello there’. In ClickUp, if the first name is not available, the variable will remain blank and the email will simply read “Hello.” In ClickUp, dynamic variables are only available for automated emails. To use them, you first need to set a task to trigger an email. Common triggers include when the status of a task changes, and when a deadline arrives. You’ll then build your email template and set the values for dynamic variables like [task name], [name of assignee], and [due date]. When you manually create a template in ClickUp, you can’t use dynamic variables, you’ll have to use text placeholders and replace them when sending an email. Dynamic Variables Also Let You Create Uniform Email Signatures You can set email signatures in both Missive and ClickUp, but because it uses dynamic variables, Missive allows you to build email signature templates that can be used across your entire organization, making it easier to set up signatures for new team members. You can use dynamic variables to pull in names as well as images into your Missive email signature. ClickUp only allows you to customize signatures for every email address you use, as long as you’re on the business plan or higher. You can add multiple signatures for each email address. Centralized Inbox in Missive Missive has three features to help you organize your inbox: : Shared inbox that sorts conversations into unique piles for different teams. You can have an inbox called “Customer Service” where all support emails go. Team Inbox : Easily manage all the conversations that need your personal attention. Inbox : Can be applied to any conversation as a way to identify it for future reference. When you receive an email from someone interested in your product or service, you can label it as “Potential Client’ Labels In ClickUp, emails are primarily linked to tasks, they don’t have a (yet). centralized inbox Missive also allows you to merge conversations manually as well as define rules to merge the messages you want, it saves you a lot of time. In ClickUp, the closest you can come to merging conversations is by forwarding relevant emails to appear as comments on a task. You can also forward the conversations to a list so they appear as new tasks in ClickUp. To do this, open the task or list and locate its unique email address. Copy the email into your Gmail, Outlook, , or IMAP account. You should save the task or list name into your contacts so it’s easier to find. Office 365 Next, you need to set up filters in your email inbox so that, for example, all emails that contain the words price, pricing, or how much get forwarded to the unique list or task email you copied from ClickUp. Another stand-out Missive feature is their ability to automatically assign emails to employees using the feature that distributes conversations evenly among team members. If there are two sales employees, the first sales conversation goes to employee A, the second to employee B, the third to employee A, and so forth. Round-Robin Assignment There is no way to automatically assign emails to members in ClickUp. Powerful Automation Options in Missive If you’re on Missive’s Productive Plan or higher, you can use the Rules feature to automate your emails by setting rules that trigger action for different scenarios. If an email arrives on the weekend, send an autoresponder. If an email hasn’t been opened after 3 hours on a weekday, send a notification. Missive also allows you to schedule emails to be sent at a later date. Missive’s rules are not just based on tasks, you can build so many complex conditions that allow you to automate almost anything; sending emails on specific dates, days of the week, at specific times, as well as specific time zones. This works best for workflows that involve a lot of back-and-forth communication, particularly between team members and customers. In contrast, ClickUp automations are much more structured, they only happen within tasks and can’t be customized or nested into sub-groups. ClickUp’s email automation works best for rigid workflows involving things like help desk tickets, IT tickets, or onboarding emails. Alias Email Addresses in Missive Missive allows you to add any number of aliases for each of your email accounts, and each alias can have a unique signature. This means that you can use Missive’s free account and add all the different variations of your business’s aliases—support@yourdomain.com, hello@, info@, admin@ —which you can also get for free from your email provider. In ClickUp, you can only integrate Google, Outlook, or IMAP email accounts. To connect an alias email address, you’ll need to create an email account for your alias email address, and then add it to ClickUp—which may cost you an additional $6 per account per month. Keep in mind that you are limited to only two email accounts per workspace if you’re on the Business plan or higher in ClickUp, and any additional email accounts cost $2 per month, each. ClickUp doesn’t allow users to send emails from the mobile app, but Missive does. 2. How much can you get done with ClickUp Email? Considering all the features lacking in ClickUp Email, using it may impair your team’s collaboration. You’ll always need to manually forward emails to ClickUp, which can be a waste of time. It’s also easy for emails to fall through the cracks in ClickUp, especially when they don’t have replies (replies trigger notifications and make it easier to find your emails. If no one replies to your email in ClickUp, you’ll have to manually search through all your tasks to find the email you sent.) Additionally, you can’t merge similar conversations in ClickUp, which may lead to a messy inbox. If your customer service team receives two emails with the same request on the same day, you can easily pair them in Missive and have the same person work on both. You can't do this on ClickUp. Missive has integrations with Whatsapp, SMS, Facebook, Instagram, Twitter, and Missive Live Chat. ClickUp communication is limited to email, comments, and ClickUp forms. ClickUp comments are only for users with access to ClickUp workspaces, and ClickUp forms only allow for one-way communication. On the contrary, ClickUp is more integrated into your daily task list and therefore better at creating tasks from email. For instance, ClickUp’s Chrome extension can track time, take screenshots, act as a notepad, add websites to tasks, and quickly convert emails to tasks. , follows a series of steps, and doesn’t have a lot of variation. ClickUp’s depends on a task to be triggered for an email to be sent. It works best if you have a structured/ sequential workflow that is very task-centric email automation An example is the process of assigning customer complaints to team members. You simply set your inbox filters to forward all the emails coming into support@yourdomain.com to a specified task or list in ClickUp. that includes more complex tasks with conditions attached. When onboarding a new client, a rules-driven workflow allows you to customize questionnaires within this process. Missive works best if you have a conversation-centric/ rules-driven workflow You can also trigger email based on different events (as opposed to changing task status in ClickUp) such as an email not being opened after 24 hours, a task nearing its deadline, or every third Friday of the month. notifications 3. ClickUp Email vs Missive: Which is Cheaper? gives you one free email account, but it’s limited to per month. ClickUp’s Free Forever Plan 100 automation actions ($9 per member per month) lets you send an unlimited number of emails, and gives you one free account per workspace. Any additional accounts will cost $2 per month per account. The ClickUp Unlimited Plan You need to be on the ($19 monthly per user) or higher to access 2 free accounts per workspace, email templates, and signatures. Just like in the Unlimited Plan, any additional accounts will cost an extra $2 per account per month. Being on the Business Plan or higher also allows you to remove a sent using ClickUp watermark attached to every email. ClickUp Business Plan ($29 per month) and (custom pricing) have custom email permissions like being able to select which users can send emails and add email accounts to ClickUp. ClickUp Business Plus ClickUp Enterprise Plans By contrast, lets you create email templates, signatures, add up to three members, and use two personal accounts per member. You can use up to two shared accounts, and add an unlimited number of aliases for free. If you’re a small team, you can get away with using just the free plan. Missive’s Free Plan With at $14 per month per user, you can add up to 5 members from your organization and link 5 shared accounts. It will cost you an extra $15 per month to add 5 extra accounts. Missive’s Starter Plan With their $18 per month , you can add up to 50 members, 5 shared accounts, and have access to Rules to help you automate your workflow. Productive Plan You can get more control over your inbox for less in Missive. If you have ten email addresses shared across five teams, and nine of the addresses are aliases, you can easily use the free plan on Missive. This is the cost breakdown you’ll be looking at in ClickUp vs the paid plans in Missive: : $63 per month, but you won’t be able to create email templates or signatures. ClickUp’s Unlimited Plan : $70 per month to add 5 team members and nine alias accounts, but you won’t have access to rules. Missive Starter Plan : $111 per month, but you won’t have dynamic variables, powerful automation rules, or be able to send emails from your mobile app. ClickUp’s Business Plan 4. Can you integrate ClickUp with Missive? Missive includes a ClickUp integration which allows you to create, assign, and update tasks within your inbox. Once you finish setting up the integration, data from the two apps will sync, giving you access to all your ClickUp workspaces, folders, team members, deadlines, and lists in Missive. ClickUp’s SOP Docs will be embedded into Missive’s sidebar, enabling you to use both tools side by side. 5. What advancements can we expect in the future from both ClickUp Email and Missive? ClickUp plans to introduce a centralized inbox that lets you view, send, reply, and organize your emails. This feature will bring ClickUp Email closer to Missive’s levels in terms of functionality. Yet, it may be a while before ClickUp Email advances its features to include a collaborative inbox, dynamic variables, alias email addresses, mobile app accessibility, and more automation options. Until then, it makes sense to integrate Missive and Clickup, especially if you deal with a high volume of emails daily. At its current capacity, ClickUp is valuable as a task management software, but it may not be ready to meet all your email collaboration needs just yet. Even when you integrate ClickUp and Missive, switching between tasks and email all day can still be a productivity killer, especially when dealing with a high volume of emails daily. But if I told you that there’s a tool that perfectly blends email collaboration and project management so you don't have to keep switching between tools? I go into more detail on below. RogerRoger Bonus: RogerRoger - Bridging the Gap Between Email Collaboration and Project Management Tools Here’s a high-level overview of some of the features that stand out in RogerRoger and make it the ideal software for both project management and email collaboration: Shared Inbox RogerRoger transforms your regular inbox into a productivity tool by allowing you to merge conversations, assign emails, and convert emails to tasks on the same page. When you open an email, you can immediately see what tasks were created from it, who was assigned the tasks, and the contact information of the client in question. RogerRoger consolidates everything into your inbox and gives you full context on your clients, tasks, emails, comments, and notes -- making it impossible to overlook any critical information. Team and Private Workspaces You can easily manage your team’s tasks using visual Kanban boards and custom workspaces in RogerRoger -- it will feel like you’re handling tasks in a regular project management tool like Trello or Monday.com. CRM to Manage Customer Information RogerRoger’s CRM allows you to centralize customer contact information so it’s easier to find. You can access your client’s information directly from your inbox or from your task workspaces which gives you full context on the projects you’re working on. The in-built CRM also logs all activities related to your clients. For instance, opening a client’s contact shows you a complete history of all their emails, tasks, comments, notes, and attachments. It saves so much time and prevents the inbox clutter that comes with forwarding emails to team members. Best of all, you can add multiple email addresses to the same contact, allowing you to instantly communicate with different departments in your client’s organization. Final Verdict: ClickUp Email vs Missive vs RogerRoger Missive is inefficient for internal collaboration because it does not prioritize tasks, and ClickUp Email is terrible for external communication because it’s primarily a project management software - RogerRoger bridges this gap by providing you with a shared inbox, private and team workspaces, powerful workflow automations, and an in-built customer relationship management (CRM) system on one platform. RogerRoger integrates email and project management capabilities into one unified workspace, but it isn't necessarily a complete replacement for stand-alone email or project management tools. While RogerRoger has strong email-to-task functionalities, shared inbox features, CRM integration, and some project management tools like Kanban boards and task delegation, it might not house every single feature that stand-alone project management software like ClickUp or task-oriented email platforms like Missive can offer. Instead, RogerRoger bridges these two types of platforms, filling in the gap where communication and task management intersect. It enhances the collaboration and productivity potential of both email and project management tools, creating a streamlined workflow. However, depending on a team's specific requirements and workflow complexity, they may still need to use a specialized project management or email tool alongside RogerRoger. This would help them leverage the best of both worlds - the advanced, specific functionalities of standalone tools and the integrated, collaborative features of RogerRoger. Learn more about in your company. how to use RogerRoger to improve productivity

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