Content Comparison

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• Communication Tools (what to use, when, how)

  • Teams

    • Main communication method, we use it for IM, phone calls, screen shares

    • Best used as a meeting method if it’s only you and one other person although you can do multiple people calls on Teams

    • Important to update your status if you’re out to lunch or out sick/out of office for the people who are remote to know when to contact you

    • Pinning things makes everything easier to find (you can star people for direct messages or star info within a thread to find it easier later)

  • Email

    • This is used more sparingly for announcements, items that are less time sensitive or you want to add more detail with

    • Try to have conversations vs. emails or know when to pull things out of email if it becomes a long back and forth chain

    • Great for follow up notes - recommend if you meet with a CMM or anyone else where dates or to do’s are takeaways, following up with a notes email keeps everyone on track

    • Calendar - set your work hours so meetings aren’t scheduled when you’re off

    • OOO - be sure to set if you’re out sick/on PTO

    • Recommend blocking time for lunch or any heads down time you need to do reports - if you’re flexible - mark the time as tentative so people know they can ask you about it vs. busy

  • AirtableJira

    • This is our project management tool - when requesting something be done, this is the right method vs. email/Slack for the formal ask so it goes into people’s “queue” - things asked in Slack/Email tend to get lost so you may want to follow up an ask with an AT a Jira task when needed

    • You can decide on how granular you want to be with tasks for yourself

      • At a minimum, please put in tasks you are working on that will take significant amount of time (i.e. you are rebuilding an entire ad account, doing keyword research for SEO that will take hours) - this helps me see how much is on your plate

        • I put all of my to dos I need to remember in AT Jira rather than using that and outlook and paper but use whatever method works best for you

        Configure personal views to help you see your tasks

        • .

      • When you have a question on a task - @ mention the person you have the question for and keep all communication in the task

      • When task for someone else is completed - do a quick comment that @mentions the person who assigned the task and just say “completed” - AT isn’t the best at communicating out changes to tickets so that person isn’t always aware you’ve completed something.