This week, we’ve decided to do a two-part roundup of the best ways that new, innovative companies are using Transpose for successful entrepreneurship. At the end of it all, we’ll also give you a copy of every template we mention in our roundup!
We already know that Transpose is a highly flexible, user-friendly, mobile-accessible tool that’s perfect for storing and managing information. What we want to bring to light are the specific ways that our platform can be used to ground a company—we’re going to outline everything from tracking job descriptions and applicants to building a CRM to submitting and processing work orders. Let’s get started!
1) Filing and tracking bugs
Transpose is great for tracking bugs, filing feature requests, or product roadmapping. All the information you store on our database is easy to search (and not just using simple keyword searches—we mean searches with multiple filters and across specified date/time ranges). You can quickly bring up how many bugs have already been assigned to a particular dev before giving them one more to work on, you can view each event on a calendar according to ‘due date’ or the end of your sprint. You can view every bug you file as an event on a calendar, provided your template includes at least one date field.
Since we rolled out our brand new Kanban view, you can visualize the progress of each bug report that you file according to its stage of development, by the developer it’s been assigned to, by the type of bug it is, which platform it’s occurring on, or the sprint it’s a part of (to name a few things). Any information you decide to capture in a dropdown box is viewable on a Kanban board.
Our tool is ideal for reporting bugs as well as tracking them. We built our platform to be highly collaborative, so it’s easy to invite team members to collaborate on a template. That way, they can create notes to file new bugs; they’ll also have constant access to every bug report (on our mobile apps as well as our desktop app). You could publish your template as a web form if you like, which also makes for easy reporting. All your team would have to do is fill out a quick report and submit their form, and your devs could be notified via email that a new bug has been found.
2) Tracking and organizing user research
Since you’re building a service or product, you need to host consistent user studies to gauge popular reactions to what you’re trying to sell. You need to be able to know that users respond well to your interface, design, pricing, and feature choice. However, it’s simply not worth performing these studies at all if you aren’t able to organize and manage your research. Since our platform is highly customizable, you can cater your user research tracker to capture the exact information you want to store (things like very specific details about the demographic surveyed, for example, including the age, location, gender, profession, etc., of each participant). All your notes are viewable as a table, which allows you to quickly edit the value of any field for any note without navigating away from your table.
Our file upload field allows you to attach any video you might have taken during your study. Our timer and voice recording fields allow you to keep track of how long your interviews lasted and what kind of feedback you got. ICYMI, those voice recordings are automatically transcribed, so they’re searchable later on; if the transcription of a voice recording matches a keyword search, the note containing that voice recording will show up in your results for that search!
3) Tracking expenses
Keeping track of your expenses is a crucial (albeit mundane) task for entrepreneurs. Every fly out, dinner with potential clients or VCs, trip to the office supply store, and TechCrunch Disrupt ticket needs to be filed, stored, and accounted for. Our platform allows you to categorize expenses as you like (you can organize your notes to be display in our Compact view according to Amount Spent). You also have the option of attaching pictures of your receipts, so you don’t need to worry about keeping track of the physical copies.
This is another place where our collaborative capabilities come in handy; every expense you log is a new note that could be automatically shared with your CEO or HR head (if you’ve got one). Our mobile apps come in handy here, too (did we mention that we just launched our Android app and updated our iOS platform?), since capturing images of receipts is only a handy feature if you can do it when you’re out and about.
4) Keep track of meeting notes
Ever held a meeting and walked away from it wishing someone had taken notes? Designing a template to keep track of meeting minutes is an easy way to eliminate this frustration. We also know that “meetings” tend to happen in an impromptu fashion, and in nontraditional locations (read: the bar, the office bathroom, anywhere but the conference room), so our mobile apps will be helpful here as well. Use our template (or build your own) to keep track of the topic, date, agenda, final decisions, and attendees at every meeting held. Any note can be emailed to other team members, or you can invite them to collaborate on the template so they have automatic access to notes for every meeting.
You can add a To Do field to define specific tasks at the end of each meeting. You can add a date field to keep track of the next meeting scheduled for the same project or issue.
Here’s another cool thing: if you include a Related Notes field in your template, you’re able to link to your project tracker template, client contact list, user research, or any other note in your database. If your meeting addressed an issue with a specific client, you could link to their information from your CRM or Client Contact List. Say your meeting defined a new workflow for an existing project; adding a Related Notes field allows you to link from your meeting notes to the project information in your tracker. You get the idea. And speaking of project trackers…
5) Build a project tracker
The Kanban and calendar views make our platform well-suited to keeping track of the progress of individual projects (for example, we just wrote an article about how Kanban can be especially useful for software projects). You can build out your template to include the name, project lead, team members, delivery date, deliverables, and client associated with each project.
If you like, customize your template with project-specific to do lists, and include a related notes field so you can link to specific team members and clients within your project tracker. Make sure to include the title of each project within the name of each note so you can link to specific projects from other templates in your database!
6) Developing general task management for teams
You’re probably working as part of a team (one that needs a strongly collaborative application to handle task management). The benefit of using our platform (apart from the flexibility, collaboration, and user-friendly interface) is the fact that you can use our one tool as a task management app along with everything else rather than adding another item to a rapidly-growing tech stack.
Every task you care about can be viewed on a Kanban board, according to the team member assigned to it, priority, stage of development, type of project, whatever you need. Invite your team members to collaborate on your project tracker template, and they’ll have constant access to the most up-to-date project information, plus any assets you need to keep within easy reach.
The really nice thing about our file upload field is that it will allow you to perform searches on data types that are traditionally thought of as being difficult to structure (things like PDFs). So, not only do you have a project tracker that is acting as a digital hub for your entire team (again, assets, files, and updated workflows all in the same place), you also have the ability to search those assets.
7) Scheduling and keeping track of PR events
Do you have a PR person yet? You should. Once you’ve got one, you should also keep track of all your key PR events. Need to announce a product launch or schedule the release of a LifeHacker article? You’ll want that to coincide with the actual launch. Want to release a ‘Meet the CEO’ piece that can drop right before your founder goes to speak at a conference? You’ll want to schedule that appropriately.
You’ll also want to be able to bring up how many articles you got placed in particular publications each year, which journalists you’ve worked with before (and the kind of piece they wrote). You’ll need to be able to recall how many events you scheduled around the holidays and how that affected your sales that year. So, build yourself a tracker. You can link to specific articles once they’re published, keep track of journalists and publications/ news outlets involved, even attach a multi line text field to store personal notes on journalists (“likes dogs and fishing, hates software bloat”). Your ability to enact successful PR depends a lot on developing relationships with journalists; it’s helpful to be able to keep a digital file on everyone you work with in addition to keeping a smart calendar.
Next week, we’ll continue our roundup with the final eight uses of Transpose for creative entrepreneurship. If you haven’t already, sign up and download our mobile app (available for Android and iOS). Got something you want to add to our list? Send an email to firstname.lastname@example.org and we’ll get right on it!
Next: even more ways to use Transpose for successful entrepreneurship (plus, all those templates we mentioned)