App Tips
6  min read

9 Tips to Managing your Creative Process on

Abhishek Agrawal
By Abhishek A Agrawal
May 12, 2022
Table of Contents

    Businesses with extreme workloads and low positive output miss on a good workflow and management. There are plenty of project management systems available, but they get overlooked due to a lack of awareness. is such a platform that increases productivity and improves output. It helps businesses and organizations to maintain a workflow with its systematic approach. 

    If you wish to take your work ahead and improve the results, these 9 tips to managing your creative process on will simplify the management process.

    What is in simple words works as a,

    • A CRM
    • Project management tool
    • and Offers plenty of tools and apps

    Using this system you can track bugs, create customer reports, manage all kinds of projects, manage video production and even run ad campaigns. 

    It is a complete work operating system where you can have multiple teams working on different projects and collaborating effectively.

    How to Use

    If you want to make the most of, first get started with them. Then explore all possibilities that will allow you to manage your projects well.

    To get started,

    • Go to
    • Head to the sign-up area
    • Sign up with your email address or connect with Google
    • Describe your current role
    • Select the number of people working in your team and organization
    • Describe your aim
    • Describe your focus
    • And boom! You are done signing up.

    Now get started with your workflow by building the board.

    • Give your board a name
    • Select your management aims from the board
    • Add items (projects)
    • Click complete and you will land on your dashboard

    How to Set up an Effective Board to Organize Marketing Projects

    Start with a Valuable Meeting with Your Team

    Connect with your team and talk to them about the management system you will be adapting to in your organization. This will have its main aim to collaborate effectively with them and not exactly to keep an eye on them. 

    As you need better output from the team, a smooth workflow and management are essential so you are creating and assigning projects in a virtual system where everyone will collaborate with each other on a better level.

    Invite Members to Your Board

    As your team is now aware that there is a change in the work environment and fewer manual tasks, you can start inviting your team members to the board via name or email address.

    When they accept the invitation, they will be able to see the board and the projects you all will be working on.

    Create Items on Your Board

    Items here mean tasks. You can start creating tasks under the items list as per your work field.

    For example,

    • Collect customer report
    • Run add campaign 
    • Generate leads

    Every member on the board will be able to see the tasks and work on them. 

    Add Relevant Columns offers several columns to organize a clear and simple board of marketing projects. You can utilize them for effective collaboration and project management.


    The best way to manage your projects is to automate them. If your team completes 10 projects in a month, an automated workflow can increase productivity. You may be able to watch 20 project completion by the end of the month as it saves a lot of time.

    With, you can set rules to automate your workflow. 

    Whether you want to change the status of a task after it’s completed, or you want to add a task when the previous task is completed, all you can do is automatic.

    • Go to your board
    • On the right, click ‘Automate’
    • Go to ‘Board Automation’
    • Now add from the list or create your own

    Here are Some of The Best Tips to Save You Time on is very easy to use if you follow the below tips in your workflow. You will save a lot of your precious time that can be used on other productive stuff.

    Execute Your Strategies Successfully

    If you are new and getting started, you need to create a strategic plan. Initially, explore well and understand the way it works. Later, have a plan that makes your workflow even easier.

    When you have strategies created, you will know when and how to execute them. Smart work always saves much time and this could work as a cherry on the cake.

    Find Your Boards Quickly

    Shortcuts are humans’ favourite thing to do when they are working. Plus, if shortcuts are saving you time and increasing productivity, then adapting to them is healthy.

    On, you can use several shortcuts to find your boards and other stuff on the platform.

    Some of them are as follows:

    Shift +?Open shortcut cheat sheet
    Ctrl +BBolt Switch- switch between boards
    EscClose Pulse Page, Dialogs, or Search
    Arrow KeysNavigate Up, Down, Left, Right
    Tab/Shift + TabNavigate to next cell/ previous cell
    EnterEdit cell content

    Easily Manage Your Process with the Collaboration Tool

    When you adapt to a collaboration tool, this is what it offers to and save so much time utilized in manual processes. 

    • Organize and manage a systematic workflow
    • Automate tasks and projects
    • Integrate useful apps to collaborate effectively
    • Receive instant notifications

    Reduce Your Notifications

    Unnecessary notifications are undoubtedly irritating. We do not want to receive them unless they are important. In that case, you can:

    • Unfollow non-important conversations
    • Exit from items
    • Remove yourself as a board member from boards not required
    • Change bell notifications settings

    This will reduce the notifications you receive.

    Sync or Create a Calendar allows you to sync your items to your Google Calendar right through the platform without having to manually create Calendar events.

    If you are regularly assigned a good number of tasks, you can select Google Calendar sync. That way you won’t have to jump to the tool, again and again, to be updated with your tasks.

    To Sync and Create a Calendar,

    • Go to your board
    • On the right side of your items, click the drop-down arrow under ‘Date’
    • Click ‘Settings’
    • Go to ‘Customize Date Column’
    • Select ‘Sync’

    Update Multiple Items at Once

    If your tasks need updates, then lets you update all items at once quickly and easily. 

    • Go to your board
    • Select all items
    • Now update them as required

    Keep Track of Everything

    Be timely updated on all your project items using Whether you are using it as a CRM or organizing a workflow, you can keep a watch on all the processes happening among the team. 

    Automatically Connect with Your Clients 

    Automation tools are necessary and crucial today. They let you integrate so many useful apps to collaborate with your team and clients. 

    You can connect with other useful applications like Slack, Zoom, Google Calendar, Gmail, etc.

    For example, you can automatically share timely or recurring client reports via email by integrating Gmail. You can also communicate with your team by integrating Slack – Every time you make comment or update, they will automatically be notified on a Slack chat.

    Integrate with Integrately

    Possibility is you may wish to integrate other apps that are not available to connect through In that case, you can try

    Integrately is a platform that offers ready to use Automations so businesses like you can manage projects with ease. With 8 Million+ ready automation for 700+ apps, Integrately has taken an initiative to support and encourage businesses in improving their efficiency and productivity.

    In fact, it has an integration page dedicated especially to You can select the applications you want to integrate with and set rules accordingly.

    8 Million+ Ready Automations
    For 750+ Apps

    Final Thoughts

    In times when everything has become digital and fast, having to manage a manual workflow can consume a lot of time and resources. That is why aims at increasing productivity and outputs by offering you to adapt to an organised workflow.

    • Use it as a CRM
    • Manage projects and tasks
    • Connect important apps and sync data between them
    • Simplify workflow
    • Improve results
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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