Workflow - Team Leaders

Organisations, categories, and personas in Priority-Zero provide a simple way to organise and distinguish your work. Whether you’re managing work-related projects, personal activities, or creative pursuits using a nom de plume, these flexible labels help you stay clear, focused, and in control, no matter what kind of work you're doing.

Projects in Priority-Zero are the foundation of your work. Each project can represent a client engagement, a personal interest, or a creative endeavour. There are two types of projects: unitary (without deliverables) and composite (with deliverables). Unitary projects can be timed and scheduled, and both can have files attached and be prioritised in accordance to your needs. Whether it's a one-off task or a long-term initiative, Priority-Zero helps you manage every project efficiently and stay on top of progress without getting bogged down in complexity.

Deliverables in Priority-Zero are the building blocks within composite projects. Each deliverable represents a specific task, milestone, or piece of work that contributes to the overall project. Deliverables can be timed, scheduled, prioritised, and have files attached for easy access and collaboration. You can also assign deliverables to team members, track their progress, and, if needed, mark them as billable for invoicing purposes. Whether it's a single action item or a series of interconnected tasks, deliverables help break complex projects into manageable, actionable steps, keeping your workflow clear, focused, and efficient.

Harness the robust security of OneDrive and Google Drive to store and organise documents securely at every project and deliverable level. Easily access session notes, plans, and resources right where you need them, ensuring a streamlined, professional, and reliable approach to mentoring and coaching.

Invite members of your team to join your project(s), and then assign the appropriate deliverable(s) to them as their own projects, which they can manage by adding their own deliverables, notes and estimates. If you ever need to enlist the help of independent contractors or freelancers, either invite them in the same way, or find them in Priority-Zero's built-in directory.

Whether you're managing team projects or organising deliverables for your other business, personal, or creative pursuits (even for downtime and relaxation) Priority-Zero's built-in drag-and-drop calendar makes scheduling simple and efficient. Plan, track, and allocate time with ease to stay on top of every aspect of your work and life. Activating OneDrive and Google Calendar integration will also help avoid clashes.

Priority-Zero's team & collaboration capability goes beyond peripheral chatter, and gets to the heart of the project by focussing on the things that need to get done. Enable file sharing by activating a link to your OneDrive or Google Drive account for every team member to access and upload to. Team Members have full visibility of each other's notes, and can see their scheduled and completed work. Meeting Manager makes it easy for all members to contribute questions and agenda items for meetings that can be either answered on the spot, or carried over to team meetings.

Generate unique links for project updates, business proposals, client reports, team announcements, strategic plans, or training materials using Priority-Zero's publishing feature which allows you to share individual deliverables or entire projects. Share securely with key stakeholders or broadcast to a wider audience via social media efficiently and with full control over what you publish.

Both you and your team member can add deliverables and notes to the deliverable you assigned to them from your own project, clearly setting out the steps they need to complete to assist you.

Send requests for once-off or recurring meetings to single or multiple recipients quickly and easily directly from within Priority-Zero, which automatically adjusts timezone differences. Share your availability by generating a unique link colleagues can use to book time with you at a convenient date and time based around all your scheduled work, life and existing meetings and events.

Deliverables can be scheduled using Priority-Zero's in-built calendar, which once connected to team member Outlook and Google Calendar accounts, will also import all their events and meetings, helping them avoid clashes so that they can work more efficiently. Work can be planned in advance by setting dates, times and durations for each Deliverable. The in-built alarm can also be helpful keeping Team Members on schedule.

From the hours you spend working, to the minutes and hours spent in meetings and on reminders, you can create a complete map of your activities to help you look back and increase your productivity. Evaluate and improve your own productivity, as well as those of team members, by comparing estimated time to completion, with actual time to completion.

Team members can generate unique links to share task updates, meeting notes, project insights, or ideas for process improvements with Priority-Zero's publishing feature, which lets them share individual deliverables or entire projects. Easily provide updates to colleagues, collaborate with external partners, or share key information with the team, all while staying organised and in control.

Apart from visual charts in the team and collaboration section, Project Owners also have access to comprehensive reports of their own activity, as well as for each team member and the project and deliverable they're working on. These reports also make it possible to compare your original estimates against actual time spent, making it easier to identify bottlenecks and improve estimates for future quotes and profitability.

Team members can easily schedule one-off or recurring meetings with colleagues or external partners directly from Priority-Zero, with automatic timezone adjustments, if needed. They can also share their availability by generating a unique booking link, allowing others to schedule meetings at a time that suits everyone, while Priority-Zero ensures no clashes with their existing work, meetings, or events.

Team members can track the time they spend on deliverables, meetings, and reminders to build a clear, comprehensive map of their activities. With Priority-Zero, team members can review their own productivity, while you gain insights to identify strengths and areas for improvement. Compare estimated versus actual completion times to help your team work more efficiently and stay on top of key deliverables.

Team members have access to visual charts in the team and collaboration section, and also to comprehensive reports of their own activity, which make it possible for them to compare their original estimates against actual time spent, to help improve their productivity.