Earlier this week, we talked about how to use Transpose for everything from filing bugs to keeping meeting minutes to overall project and task management. Today, we’re going to finish our two-part roundup of the top ways to use Transpose for transformative, quick-thinking entrepreneurship (and provide a link to every template mentioned throughout the series!).
8) Submitting work forms when you publish a template as a web form.
If you want to submit and file work orders and office supply requests, or even survey your clients/ customers, you can do that by publishing a template as a web form. Any template you create on our platform can be sent out as an online survey (all you have to do is publish it as a web form and then distribute a custom link to whoever you want to be able to fill out the forms).
Imagine you’re running low on office supplies (maybe ball point pens) and need to issue a request to replenish your stock. If you navigate to ‘Template Actions’ and select Publish Web Form, you can edit the style of your template before it gets turned into an online survey:
Here, you can edit the title, font, background color, and theme of your online form. If you subscribe to our prime membership, you can replace our logo with your own (but feel free to keep using ours if you want—we like foxes and we think it’s pretty cute). When you publish your Office Supply Request template, you end up with an online survey that looks like this:
All your employees have to do is fill out the web form and submit it (and, with our new mobile platform, they can do it from wherever). Any web form that’s filled out becomes a new note for your existing template. (Pro tip: you can opt to have an email notification sent to you whenever anyone fills out a form, so you’ll know the minute you need to order something).
Publishing a template as a web form also makes for quick and easy work orders. It’ll help with requesting approval for paid time off, or surveying customers. You could design a template that replaces Doodle polls so you can poll people about meeting times, feature decisions, design decisions, or even where you want to order lunch.
9) Building a CRM/ sales funnel for tracking leads and customers.
Need something to keep track of your leads and customers? We’ve talked about how our platform serves as an excellent answer to bloated, expensive CRM software (this is especially important for young businesses that are enthusiastic but resource-conscious). In light of the fact that businesses today need CRMs but most CRM software sucks, we’ve spent a lot of time thinking about customer relations, and we’ve made it really easy to design your own CRM with our tool.
Here, you can track the name, title, organization/ company, and personal information for every customer and client you acquire or pursue. You can tag their location on a Google map, you can attach files or pictures. This is another area where it’s nice to be able to view all your information on a table, which you can easily do (and sort by whatever metric you like: date modified, title, phone number, rating, etc.).
Something else we like is the ability to quickly edit values for individual fields within Table view:
Want to be able to edit the phone number, address, personal details, or individual To-Do list for a customer? Whenever you let your mouse hover over a given value in Table View, it lets you edit the information within that cell without ever leaving the page. Use a Related Notes field if you want to link from individual customers to any item in your personal Kanban, or a project in your Project Tracker!
10) Tracking and organizing job descriptions.
Suppose you’ve hit the ground running and before you know it, it’s time to hire some fresh, new talent! You can’t justtweet about it if you want to attract the best people, so you’re going to need to put together a template to organize and track your job descriptions and applicants (but more on that second thing in a minute).
You can design a template to keep track of your job descriptions. You can also collaborate on that template if you want feedback from anyone else (your other founders, your HR head) about the exact skills you’re prioritizing, how many years of experience you want, or what the agreed-upon salary should be.
This will also help you keep track of which platforms you’re posting on and when. Hiring is really exciting, but it can also bethe worst; one of the most irritating things about it is trying to remember if or when you posted last on which job site. Our search function makes bringing up a list of every job posting per platform quick and easy:
Add a related notes link, and you can link to the job description inside your Job Applicant Tracker once you start receiving resumes (that way, you can quickly review what you’re looking for and what you care about before or during an interview). Speaking of Job Applicant Trackers…
11) Tracking applicants throughout the interview process.
Once you’ve received those resumes, you’ll want to be able to keep track of what’s happening to them. Here, you can keep track of the name, email address, location, resume, cover letter, references, and (as previously mentioned) job description relevant for each applicant. You can even add a voice recording of the interview (that will be fully searchable later on, because on our platform, every voice recording is automatically transcribed):
Using our new Kanban view, you can easily track the progress of individual job applicants, from Reviewing Resume to Checking References all the way to Hire:
Once you’ve collected all the information you need for a particular applicant, it’s really easy to share. When you’re viewing your applicants on our Kanban board, you have the option of performing individual actions for each application, like sharing their information via email, creating a reminder or event, and printing, downloading, or duplicating their information:
If you want more information about how to build a smart Recruitment Management System using our platform, check outour blog post about it!
12) Keeping an organized Human Resources Management System (HRMS)`
This is especially useful if you don’t actually have a head of HR (yet). The benefit of our tool is it’s so user-friendly and intuitive that you don’t need someone with background knowledge of this kind of software to use it for effective HR. This can help you plan and organize employee reviews, log complaints or work-related incidents, field questions about insurance coverage and benefits, you name it:
If you want to get intense about it, add a Related Notes field and link to each individual employee’s job interviews, their performance reviews, their Meyers-Briggs personality tests, their high school transcripts, whatever!
All the same benefits apply here: you can make use of our spiffy Kanban view, you can easily collaborate on templates and share/ email individual information, and all your information will be highly searchable (remember, that’s searches with multiple filters and for specified ranges).
13) Keeping a public employee directory
The best thing about our tool is that it creates a digital hub for all your key information. This means that less time is wasted overall searching for assets, information, and contacts because everyone already knows how to find whatever they’re looking for. It’s a good idea to keep an up-to-date employee directory or team contact list that’s easily accessible for everyone you work with.
You’ll want to be as reachable as possible in the early stages of your business because if anyone wants to reach out to work with you, write about you, invite you to speak at/ judge/ sponsor a conference, they need to be able to find you. This is the kind of thing you could easily share with interested parties (by emailing individual contact information to a journalist/ news outlet/ investor) or by inviting people to collaborate on the template itself.
Also, if done correctly, a team contact list can turn into a really smart Project Management tool.
14) Organizing meetings with investors and VCs.
You want to be fully prepared for every meeting you have with potential or existing investors and VCs, and not just because that’s where the money is coming from. These people make startups succeed for a living, so their insight into your next move is going to be the feedback you need the most. TL;DR: prep each meeting and take notes.
You need to be able to make quick notes about specific meetings; you also need to be able to define individual To-Do lists and workflows based on meetings (because the chances that you’re going to walk out of a meeting with a VC with an entirely different marketing strategy than the one you walked in with are pretty high).
Once you’ve got that brand-new marketing strategy in hand, you’ll want to update your entire team on this new angle, or this untapped audience, or this 180-degree pivot. Invite them to collaborate on your template or email out your meeting notes. Your team will have access to all that information no matter where they are, thanks to our new mobile platform (for Android and for iOS).
15) Keeping track of investor portfolios.
As a team, we attended a talk given by startup guru Steve Blank. In that talk, he said (and we’re paraphrasing) that the second you accept money from someone, their business model becomes your business model. So, it would behoove you to understand how your investors handle their money. (He also likened startup founders to cult leaders, which we found pretty hilarious.)
Pay attention to the search bar here; using this template (or, building your own) allows you to track the following metrics for every investor you work with:
Just like any of our other templates, the options are endless. That finishes our roundup of the top 15 ways to use Transpose for next-level innovation! Thanks for sticking with us. Now, it’s time for you to start copying some of these templates, or head over to our website and start building your own!
Here’s Every Template We Mentioned:
- Bug Tracker template
- Research Organizer & Tracker template
- Expenses & Budget Tracker template
- Meeting Notes template
- Project Tracker template
- Task Management as A Kanban Board template
- Lean Software Development template
- PR Events Tracker template
- Office Supply Request Form template
- CRM template
- Job Description Tracker template
- HRMS template
- Public Employee Directory template
- Client Contact List template
- Team Contact List template
- Investor Portfolio Organizer template
- Investor Pitch Meeting Notes Tracker template
There are even more templates in our Public Library, check it out! Got questions or comments? Got an interesting use case we didn’t think of? Leave them below or get at us at: firstname.lastname@example.org. Cheers!