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Workflow Automation

Prioritise your business tasks and achieve business goals

Updated 15/01/2020 Prioritising your business tasks is an essential part of avoiding missed deadlines increasing productivity overall. What are some.

Dr. Adam Sykes

Dr. Adam Sykes

Founder & CEO

January 15, 2020
5 min read
Contents
  • Organise your To-Do List
  • Assign the right people at the right time
  • Be flexible and adaptable
  • Learn when to reject
  • Highlight tasks for a valued customer
  • Monitor your lists
  • How SwiftCase helps
  • Ready to automate your workflows?

Updated 15/01/2020

Prioritising your business tasks is an essential part of avoiding misseddeadlines increasing productivity overall. What are some concrete stepsyou can take to ensure you are working towards both of these goals?

Organise your To-Do List

At the beginning of each working day write a list of tasks that areachievable in a day. Highlight the jobs that are the most important toget done, and once completed cross it off your list. A well-structuredto-do list is key to achieving your goals and allowing you to focus onthe most urgent tasks.

Assign the right people at the right time

Concentrate on your responsibilities and plan your tasks to allow yourteam to do the same. When you efficiently delegate tasks, your team canwork together with a minimum of distraction. Identify what work tocomplete yourself, and what can be delegated.

Be flexible and adaptable

Many factors prevent you completing a task that are out of your control. It is useful to know when to put that particular issue aside and not letit affect the progress of your to-do list. At the same time, you muststay aware of tasks that are on the back-burner.

Learn when to reject

Not everything on your task list is necessarily achievable; there may bebudget or time restraints that mean a specific item is not worthstarting. Assessing what is or isn’t worthwhile is crucial. However, before rejecting a task outright, you should consider otheroptions. For example, can it be processed at a later date when moreresources are available, or is there an alternative solution to achievethe same goal?

Highlight tasks for a valued customer

Learn when to promote a task based on the value of a customer. A job maynot be immediately profitable, which may discourage you, but if acustomer is highly valued your business may benefit from giving thempriority.

Monitor your lists

Once you have set your to-do list for the day, be aware of tracking theprogress of each task. A task lower down your list may be in danger offalling outside of an SLA. So consider rearranging if necessary.

How SwiftCase helps

  • SwiftCase automates task prioritisation as part of a powerful businessprocess management system
  • As soon as you log in, SwiftCase shows all outstanding tasks assigned toyourself and automatically orders them by listing the most urgentactions first
  • By defining your workflow you can specify when SwiftCase automaticallyassigns a user to the task
  • Hide tasks that are not achievable for appearing on your to-do list byputting them on hold and by specifying a resume date your task isautomatically added back in when needed
  • Configure your workflow to allow a task to be rejected along with areason or alternative suggestion. Even a rejected task can still betracked
  • By rating clients you can ensure that your most valued customers tasksare prioritised
  • Specify your SLA and SwiftCase will highlight the tasks that fall out ofthese requirements

If you’re interested in a free, no-obligation demo,get in touch with ustoday.


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About the Author

Dr. Adam Sykes
Dr. Adam Sykes

Founder & CEO

Founder & CEO of SwiftCase. PhD in Computational Chemistry. 35+ years programming experience.

View all articles by Adam →

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