I.YusriQ: I would like to ask about organizing my work using the following format: Systems - Processes - SOPs.
A. Systems: A set of processes that take into account the people involved and the technologies used.
B. Processes: A series of steps to accomplish a task, which should be measured using KPIs.
C. SOPs (Standard Operating Procedures): Detailed instructions for performing a specific task.
Given this structure, how should I organize my workspace in LiftOS?
1 - Should I create a section for each system and within each section, create spaces for each process?
2- Alternatively, should I create a section for each team, a space for each system and within each space, create folders for each process?
Ege_liftOS
Jun 9, 2024A: Hey Yusri, yes, I could recommend the 2nd option:
1. Create a Section for Each System
Section Level: Systems
Each section represents a distinct system. This aligns with the idea that a system is a set of processes considering people and technologies.
Example:
Sales System
Customer Support System
Product Development System
2. Within Each System Section, Create Spaces for Each Process
Spaces within Systems: Processes
Inside each system section, create individual spaces for each process associated with that system. Processes are the series of steps that accomplish tasks and can be measured with KPIs.
Example:
Sales System
Lead Generation Process
Sales Pitch Process
Customer Follow-up Process
3. Within Each Process Space, Create Folders for SOPs
Folders within Processes: SOPs
Within each process space, create folders or documents for the specific SOPs. SOPs are detailed instructions for performing specific tasks within the processes.
Example:
Sales System
Lead Generation Process
SOP for Initial Outreach
SOP for Lead Qualification
Sales Pitch Process
SOP for Pitch Preparation
SOP for Conducting Sales Calls
Customer Follow-up Process
SOP for Post-Sale Follow-up
SOP for Handling Customer Feedback
I hope this helps!
🙌
Thank Ege,
How then should we structure to have checklist within each SOP? Also how can we have a dashboard for all the task lists from within each process . Sorry if the question isn't clear
Hey there, you can create multiple todos inside folders, we support exactly this structure of flexibility. You have a widget in your home where you can see all todos assigned to you🙌 or you can create a space, call it dash & sync all todos there
Ege, that is a great idea to sync all todos in one dashboard space ... how can I sync all todos from all spaces in one space? ... I can not find this option.
Hey Yusri, when adding a new app from the library, instead of selecting an app if you at the top search field inside the library type your app name and click it will automatically sync that app to the space you are in. I hope this is helpful!
Ege, can the todos from different sections all consolidate into one app, in that section or will be as separate apps?
Hey Leon, at the moment you can't bring all todos in one app, labels and assignees might create some issues mixing up. What you can do is create a dashboard space to sync all todos so at least there is a single space for visibility - would this help?