Prioritise your business tasks and achieve business goals

ByLucy Arch Reading Time: 3 minutes

Updated 15/01/2020

Prioritising your business tasks is an essential part of avoiding missed
deadlines increasing productivity overall. What are some concrete steps
you can take to ensure you are working towards both of these goals?

Organise your To-Do List

At the beginning of each working day write a list of tasks that are
achievable in a day. Highlight the jobs that are the most important to
get done, and once completed cross it off your list. A well-structured
to-do list is key to achieving your goals and allowing you to focus on
the most urgent tasks.

Assign the right people at the right time

Concentrate on your responsibilities and plan your tasks to allow your
team to do the same. When you efficiently delegate tasks, your team can
work together with a minimum of distraction. Identify what work to
complete yourself, and what can be delegated.

Be flexible and adaptable

Many factors prevent you completing a task that are out of your control.
It is useful to know when to put that particular issue aside and not let
it affect the progress of your to-do list. At the same time, you must
stay aware of tasks that are on the back-burner.

Learn when to reject

Not everything on your task list is necessarily achievable; there may be
budget or time restraints that mean a specific item is not worth
starting. Assessing what is or isn’t worthwhile is crucial.
However, before rejecting a task outright, you should consider other
options. For example, can it be processed at a later date when more
resources are available, or is there an alternative solution to achieve
the same goal?

Highlight tasks for a valued customer

Learn when to promote a task based on the value of a customer. A job may
not be immediately profitable, which may discourage you, but if a
customer is highly valued your business may benefit from giving them
priority.

Monitor your lists

Once you have set your to-do list for the day, be aware of tracking the
progress of each task. A task lower down your list may be in danger of
falling outside of an SLA. So consider rearranging if necessary.

How SwiftCase helps

  • SwiftCase automates task prioritisation as part of a powerful business
    process management system
  • As soon as you log in, SwiftCase shows all outstanding tasks assigned to
    yourself and automatically orders them by listing the most urgent
    actions first
  • By defining your workflow you can specify when SwiftCase automatically
    assigns a user to the task
  • Hide tasks that are not achievable for appearing on your to-do list by
    putting them on hold and by specifying a resume date your task is
    automatically added back in when needed
  • Configure your workflow to allow a task to be rejected along with a
    reason or alternative suggestion. Even a rejected task can still be
    tracked
  • By rating clients you can ensure that your most valued customers tasks
    are prioritised
  • Specify your SLA and SwiftCase will highlight the tasks that fall out of
    these requirements

If you’re interested in a free, no-obligation demo, get in touch with us
today.

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