Chris Sheehy

Member
Joined
Mar 26, 2013
Messages
11
I have a need to create standard operating procedures (SOPs) and was wondering which tools (if any) members here are using? Neither interactivity nor cloud-based are requisites, although, both would be welcome.

Responses of actual usage, please.
-Chris
 

shripadd

Member
Joined
Jun 13, 2018
Messages
48
Hi @Chris Sheehy
You can even achieve it using Trello, Or Google Sheet. Personally I am using a custom made tool, Which forces my staff member to mark a task as complete & for better accountability, we keep a log of staff member name who marked the respective task as complete. And every subtask which staff mark as the complete system sends updates to the client.

You can achieve everything using Google Sheet & Zapier. For example, create a Google Spreadsheet for one of your SOP, Add all your subtasks to it, add a column next to each task like Status - Pending, Done etc, Create Zapier Zap when staff update the status of task send an email to the manager, client.

So better option is to list down how you want to implement the SO? How do we want to force our VA/Staff to follow it? How do we want to update the manager or a client? etc that will give you different options to implement the sop in a better manner.



Thanks
 

Chris Sheehy

Member
Joined
Mar 26, 2013
Messages
11
Thanks for your response @shripadd - we use Teamwork to handle task creation & management - which is not the interest in my outreach. I'm looking for recommendations on SOP specific creation solutions - but again, thank you for your reply.
 

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