Internal organization

Organize tasks, reminders and internal documents

Find shared information and actions to take in the Essentials tools.

Prepare tasks

Use the task list to keep track of actions to complete. Give a concrete title and check the tracking information to distinguish a task in progress from a completed action.

Find the documents

Classify documents and internal notes with identifiable titles. The internal knowledge base allows you to find the team's work information, separate from the public guides of the help center.

Use reminders

Create the necessary reminders for timed actions. Check their context and the people involved; a reminder completes the monitoring of a task or file without replacing its update.

How to write a task that is easy to retake?

Start the title with a concrete action and specify the expected result. For example, “Check the references of ten new articles” is more usable than “Catalog”. Add any necessary tracking information and update the status once the work is completed.

How to organize team documents?

Use headings that indicate the subject and useful version, then organize the notes according to their usage. Verify the people involved before sharing. The internal knowledge base is used for team procedures; public guides explain the general uses of SCALERP.