AI agents automate project tasks by assigning work based on priority and availability, centralizing communications, and ...

For those advisors already using the popular Redtail or Wealthbox customer relationship management platforms, Hubly, a workflow management tool that has bidirectional integrations with both, just ...

Microsoft To Do is the easiest of the task management apps from Microsoft. The app lets you prioritize and complete the most important things every day. If you are working on a project solo, then ...

Streamlining tasks, assignments and communication is a necessity for the productivity of any workplace. Gone are the days of sticky notes on a large whiteboard. As teams grow bigger and projects grow ...

Our kids' school, like many, was caught with their pants down and scrambled to pivot to remote teaching over a few days when he lockdown and closures were announced. They settled on using MS Teams for ...

Each team is required to sketch a brief procedural memo as a way of planning your work and preventing as much procedural conflict as possible. I will keep a copy of the procedural memos in case ...

Microsoft Planner is an efficient tool by Microsoft that lets you organize teamwork with intuitive, collaborative, visual task management. Planner sends email and pushes notifications for a variety of ...

Any.do's WhatsApp for Teams shows a way of expanding the chat app to help collaboration and task discussion. Mike Sorrentino is a Senior Editor for Mobile, covering phones, texting apps and ...