Task Management System Audits


Can you believe it’s already March? Wow, time flies! Especially when you have your virtual assistant by your side making everything feel smooth in your business. For most of you, it may only start to feel a little chaotic when vacations roll around. With spring break right around the corner, you may be feeling this energy right about now.

You have nothing to worry about! As long as you get ahead of the game and prepare now with your team, you’ll be enjoying your vacay with your family and friends without a laptop insight.

The one thing that never fails to keep everyone on the same page, especially during holidays is a task management system. 

A virtual space where all of your team members have access to see what’s on who’s plate, project deadlines, etc. It acts as your one-stop shop for all of your client and personal tasks.

You may be familiar with a few popular ones such as Asana, Tave, Clickup, Trello, Monday, and Airtable. They’re definitely not a one size fits all; but thankfully, there are SO many options out there for everyone.

We recommend doing a task management system audit before you take off for your vacation. 

First, you’ll want to go into your system and clean it up a bit. Get rid of any completed lingering tasks that are taking up space. If you want to keep them for business reasons, your system may have an archive option so that it’s not completely deleted, but out of sight. 

Then you’ll want to take note of anything that will be going on during your time off, and input that into your system. Whether it’s a new project or just recurring tasks, be observant that the due dates, assignees, and instructions are correct. 

After your task management system is tidy and refreshed, double check with your team members and make sure everyone understands what’s on their plate while you’re gone. 

And, remember: it never hurts to over communicate. 

“Barrier Consulting has changed my business and my life. Evonne and her team keep my business goal-focused; moving projects faster toward success (and helping us look good doing it)! Everything they have helped with not only frees up my time and reduces stress but increases revenue too! My business would grow at snail speed without Barrier Consulting.”

– Pam Harjo, Youth Scoreboards

Are you ready to bring someone alongside you to help your business grow? Book your FREE consultation to learn how one of our Virtual Assistants can help take that overwhelm off your shoulders.

If you’re not quite ready for a VA but want to plan ahead, grab our free download:

5 Steps to Take Before Hiring a Virtual Assistant.



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