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Do.com Adds New Productivity Features

Do.com Adds New Productivity Features

    When Do.com launched last year, it quickly gained a reputation as an easy to use task management solution for individuals and teams. It’s lightweight and not intimidating, making it a fit for task management for individuals, freelancers, non-profits, and even project teams inside large companies. Now Salesforce is rolling out some important updates that are going to mature the platform and help users better manage tasks and projects. These updates will also help Do.com challenge Asana.

    Do.com is stepping further into the “productivity platform” territory, which is a natural step for the users who depend on it to help manage project tasks. It will be adding new features to help you manage your project contacts and sales cycle.

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    Contacts

    While Do.com has always been a simple and flexible task management solution (especially for small project teams), what happens as that team grows? Alternatively, what if there is a one-off project that requires input and task assignments to people outside the team?

    I’ve been a proponent of Do.com (and tools like it) from the start for keeping remote writers and other project workers in sync with remote clients and partners. In my mind, using it just as much for task management as they would for communications so contact management wouldn’t be such a big thing as the product existed previously. However, that was only going to scale so much. Do.com is now adding a Contacts feature which enables you to pull in contacts from Gmail, Facebook, and *.csv files into Do.com groups.

    While I welcome the Contacts feature joining the Do.com platform, I would like to see LinkedIn integration as part of it as well. While Gmail, Twitter, and Facebook do play a part in how many organizations (especially volunteer) communicate and collaborate, there are plenty of us out there who separate our business and personal lives online — or work with people who don’t use social media tools.

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      Deals

      Do.com is also making the daring leap into some light Customer Relationship Management (CRM) features with this latest release. The new Do.com Deals feature promises a view into the entire sales pipeline, offering you a view into how deals are progressing towards a close and a complete overview of how your business is progressing. Even solo freelancers could benefit from a better view into their sales cycle. And while there are a great number of fine cloud-based CRM apps, the Do.com Deals feature could be a great entry level solution for this task.

      When smaller shops are struggling to put some processes into place around their sales cycle, there can be a delicate balance of budget, support, and sometimes an implied (or passive) reluctance to put such business controls in place. The new Deals feature coming to Do.com can be a user-friendly solution to put in place without resorting to a CRM app that might be too complex to support.

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        Do.com Goes Freemium

        Since the beginning, Salesforce has made Do.com a free service — even from the initial preview. I couldn’t help seeing the makings of Do.com as a gateway drug into fee-based Do.com services and upgrade paths to other Salesforce offerings. Well, that is starting in earnest with this release as both Contacts and Deals are offered under “freemium” pricing. Freemium pricing will kick in depending on the amount an organization uses the new features.

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        (Note: At the time of this writing, Salesforce hasn’t released much information on the usage threshold and the pricing tiers.)

        From Task Management to Productivity Platform

        The latest updates to Do.com makes the platform an even better entry level or lightweight solution for freelancers and project teams seeking better tools to manage project tasks and processes without the burden of heavy learning curves or application overhead.

        How are you using Do.com? Share your experience in the comments.

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          Last Updated on February 15, 2019

          7 Tools to Help Keep Track of Goals and Habits Effectively

          7 Tools to Help Keep Track of Goals and Habits Effectively

          Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

          Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

          Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

          So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

          Joe’s Goals

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            Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

            Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

            Daytum

              Daytum

              is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

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              Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

              Excel or Numbers

                If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

                What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

                Evernote

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                  I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

                  Evernote is free with a premium version available.

                  Access or Bento

                    If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

                    Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

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                    You can check out Access and the Office Suite here and Bento here.

                    Analog Bonus: Pen and Paper

                    All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

                    Conclusion

                    I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

                    What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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