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!

Question 1

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

Accepted Answer

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!

Question 2

How should I share tasks and stay organised with my VA?

Accepted Answer

Do you already regularly use a digital to-do list app? If so, we would usually recommend that your VA join you there, and you share your existing lists, rather than trying to start over again.

But if you don't currently use an app like this, your VA will have plenty of recommendations based on the work they are doing with you.

These could include:

Asana is often better for more complex projects with milestones.
Trello is very versatile, but tends to be better for project-based work, rather than a daily to-do list. It is, however, much simpler to user than Asana.
Internally we love to use TickTick. You can create shared to-do lists with several people, complete with comment threads, tags, due dates and more.
Google Sheets - if your VA will be creating or managing content for you, or completing a long list of tasks in 'batches', we’ve also found a G Sheet works well. Your VA can create one using their Virtalent G Suite address.

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

How should I share tasks and stay organised with my VA?

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