What tools can I use to document processes for my VA?

Q: What tools can I use to document processes for my VA?

Process Street Using Process Street is a solid way to document key processes within 'checklists' for your VA (and other team members) to follow. Tasks can be assigned to us and other members of the team, with due dates set for each task. Google Docs For simpler processes, just use Google Docs and share directly with your VA. The "suggesting" tool is particularly useful for collaborating on documents and processes together! CloudApp We find screen recordings very helpful when documenting processes too - nothing makes a better "here's how you do it!" than simply watching a video of someone actually doing the task. We recommend CloudApp to help you demonstrate processes via screenshots or recordings, which you can also annotate. It's free!

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Process Street

Using Process Street is a solid way to document key processes within 'checklists' for your VA (and other team members) to follow. Tasks can be assigned to us and other members of the team, with due dates set for each task.

Google Docs

For simpler processes, just use Google Docs and share directly with your VA. The "suggesting" tool is particularly useful for collaborating on documents and processes together!

CloudApp

We find screen recordings very helpful when documenting processes too - nothing makes a better "here's how you do it!" than simply watching a video of someone actually doing the task.

We recommend CloudApp to help you demonstrate processes via screenshots or recordings, which you can also annotate. It's free!

Process Street

Google Docs

CloudApp

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