Compilation of efficiency tips/tools
As we get closer to 4th quarter, I figured it might be helpful to give you all some tips/tricks/tools on how to make your work life a bit easier. Some of these might take some more trial and error and learning than others, but they can help your workflow so much more efficient. I'll be added to this list as I find more resources to help make everyone's life a little easier, and feel free to give me suggestions too!
- This is a great tool to make flowcharts, diagrams, and more. Great addition to any presentation or documentation.
- I made a short guide on how to automate folder actions with Sharepoint. You can get alerts on when things move or change inside a specific folder.
This is a really powerful automation tool. Think of this tool as a "if this then that" type of tool. It is what's called flow based programming. Microsoft did a great job making this accessible and easy to learn. However it can still be quite challenging to get started.
Here is a great intro video to help you get started. This can be used with Excel, Outlook, Forms and almost all Microsoft platform applications (and a ton outside of it!)
If you make a lot of step-by-step guides on online processes, this can be a life saver in productivity. It simply records your screen and the things you click on, and automatically generates steps based on those actions. (You have limited editablity with the free version, but it is still very powerful. Only works on chrome as an extension and will not record your desktop. Only the things that happen within your chrome browser.)
Excel
Excel is an incredible tool, but knowing how to automate and utilize tasks can take it to another level. Here are some resources to help you elevate your work.
IFTTT (If This Then That) and Zapier are both automation and workflow tools. Think of them as trigger-action tools, when one thing happens, make an action happen. I'd ask that if you do use these for work related resources, please contact me and confirm with me before deploying it, to confirm the security of the workflow.