Essential Technology Work Tools (Nov 2018)

Here's our preferred current core 'technology stack' at work:

Trello

Trello is our core project management tool.

It has become our central dashboard to running our business. We are power-users at our Firm so we track everything into and via Trello.

All tasks are set up as cards and passed through the Kanban-style workflow process. Boards are linked to other boards so that everything can be seen at the touch of a button.

We know internally where all work is up to, what's outstanding and what's been done - all clear from one central dashboard.

Slack

Slack is the 'email-killer'. It is a great way to communicate both internally and externally with clients (in shared channels).

So much more intuitive and user-friendly than email.

Gmail

When you have to use email, it's still the best out there.

We just use the normal Gmail client user interface. We've trialled different 'front-ends' but keep coming back to Gmail primarily due to the add-ons and extensions that can be built in (e.g. into Trello, Slack, Loom etc).

Zoom

The best way of communicating with clients for calls. It can be used both for video and teleconference calls. So much more reliable than Skype. Nice integrations with Google Calendar to set up Zoom meetings directly via calendar invitations too.

There's a decent free plan.

Loom / Soapbox

Good for quick video screen recordings or short presentations. Both are free in their basic form.

Soapbox is provided via Wistia and is marginally better, but the downside is that you can't download videos unless you upgrade to their fairly expensive annual subscription.