ADVISORY & CONSULTING

Revisit Your Back Office Support Procedures

Woman drawing flowchart on a blackboard

Remember it’s not just your team on board, it’s also your clients.

By Penny Breslin
It’s Not Just the Numbers

Once you have your procedures, you can assign tasks to your team members. Because we perform back office work for many accounting firms, we often adapt to other firms’ workflows. We are often on their workflows for our tasking but internally we also needed a simple means of tasking. Another easily integrated app with Slack provided this, Teamline. With Teamline we just type /teamline into any channel and:

  • Create a new task on the fly or use a premade template
  • Assign it to a team member
  • Set a due date
  • Attach a file
  • Add a checklist of items

MORE: Every Back Office Support Client Needs a Playbook | You Have to Manage Three Kinds of Procedures | Tech Tips for Back Office Support | Decoding Accounting Tech (and All Those Acronyms) | Digital Marketing Strategies Level the Playing Field | Eight Tasks to Delegate Today

Teamline notifies both the assignee and the creator as to the progress of the task automatically. Integration to our Google calendar puts the Teamline task into the calendar. We never leave Slack while doing this as the integration between Slack, Teamline and Google calendar is seamless.