When people talk about their favorite features in Dubsado, they usually mention things like…
And while I don’t disagree with any of those (they’re some of my faves as well), I think there’s another really powerful feature that often gets overlooked.
As a Workflow Strategist, I help brand + web designers run their businesses more smoothly and efficiently. And taking advantage of the vast array of customizations available for ToDo tasks is one of my favorite ways to do this!
Now, you may be thinking, “What’s the big to-do about ToDo tasks? Isn’t it just a simple reminder ‘to do’ something?”
It can be, sure. But it also can be a really detailed tool if you utilize the text formatting options. Since the ToDo task is a free-form text box you can add all sorts of interesting things, like:
But, since I know that my clients may not be as Dubsado-savvy as I am, my FAVORITE thing to include in ToDo tasks is…
I’ll usually structure my ToDo’s with the main task list at the top and a full step-by-step tutorial section at the bottom so no matter what level of Dubsado-savvy the user is, they can be 100% confident they’re taking the right steps to complete each action! This can also be great for clients who start growing a team and want to delegate some of those tasks to new team members—the SOP is already pre-written and accessible within the actual task itself!
Here’s an example of a ToDo task that explains the various steps that can be taken after a Discovery Call has been completed…
Depending on how the call went, the next steps could vary quite a bit. But as you can see, this ToDo task is extremely detailed to cover every possibility! While it may not look very helpful within Dubsado’s workflow interface…
…the emailed version in the video above is magical!
Not only have I included a few main points about what to do next in the task reminder, I’ve also included:
And all of this was made possible by using the existing functionality of the text editor when creating Dubsado ToDo tasks—wow! 🤯
Need more detailed one-on-one support? Click here to find out how we can work together.
Not even sure what Dubsado is? Sign up for an amazing free trial to get your feet wet. And bonus, once you decide you’re ready to upgrade to a paid account, you can use my affiliate link and referral code (sarahleighday) to get 20% off your first month or year! Not bad, huh?
I'm a perfectionist and I strive for excellence...if there's a better, faster, more efficient way to do something, I wanna know how and I love sharing that kind of knowledge and empowerment with my clients, too!
So if you’re an Online Service Provider who longs to spend more time elevating your client experience than trying to remember what steps you missed, I’d love to work with you.