Imagine arriving at work to find your email inbox perfectly organized, every team member fully aware of their tasks, aligned with overarching goals, and all project progress visible at a glance.
This level of clarity and efficiency is achievable with KiteSuite,Our work Management Software.
Ready to kickstart your journey with KiteSuite? You’re in the right place! This article will guide you through the basics to get started.
Everything starts with a You
Yes that’s right everything starts with your account initially you will go to KiteSuite marketplace where you can set up your personal or organizational account with KiteSite.
Once your account is successfully verified you will receive a welcome email and here you are ready to kick start your effective work management journey.
Set up your workspace
Now create a workspace where you like to manage your organization’s different projects/members, business processes and more. you can create as many workspaces as you want as per your organization’s need. It is always a great idea to add members into your workspace with different access levels as per their role because only added members can see workspace details.
Create Project
Under workspace there are projects, and you can create as many projects as you wish to in a single workspace. Projects are further divided into three main categories: Scrum, Kanban, & Business. In the current version of KiteSuite kanban and business project types projects are exactly the same. Each project can have the same or different members and there are project level settings to efficiently manage your project work. Also there is an option to share Items from one project to another to manage responsibilities.
Use our Templates
If you don’t want to create a project from scratch, you may like to explore our Template Center. We have templates for all your business needs, including human resource, content production, design, manufacturing, and more.
Sprint and Board
KiteSuite Sprint board and kanban board give you a detailed overview of all the pending, upcoming and in progress work.
Sprint board includes details about all the backlog items, current running sprints items and upcoming sprints items. All the currently running sprint items are visible in a Kanban board where users can easily filter items based on assignee, epic, item, label, and more.
All the items are shown in different lists as they progress through different stages of development (Todo, InProgress, Testing, Done, etc).
Welcome your team
Now add your organization members into your workspace and project, KiteSuite provides you with Role-based access control so that you can easily add and manage team members in each project and assign roles as per their responsibilities in each project or workspace. It will help you to effectively manage permissions and keep your system secure.
KiteSuite provides you with Default created roles as well as give you full flexibility or add, edit, or remove roles as per r preferences.
Create tasks with Custom Fields
Tasks in KiteSuite can represent actions or items on a list.
Utilize Custom Fields to add specific details to your tasks. These can include dropdown menus, tags, text boxes, and more.
For example, for a shirt shop, each design could be a task with Custom Fields for size, color, and price.
Create a budget
Use Lists with Custom Fields to create a budgeting system. You can organize tasks by different statuses and utilize Formula Fields to calculate totals.
This can help you track expenses, revenue, and overall financial health.
Create an order tracking system
Similar to budgeting, use Lists and Custom Fields to track orders from placement to fulfillment.
Include fields for order details such as customer name, order date, status, and tracking information.
Add helpful views to your Folders
Explore different views like Calendar view to visualize due dates and deadlines.
This can help you stay organized and plan your workload effectively.
Utilize Automations
Take advantage of our automations feature and save time by automating repetitive tasks.
For example, automate status changes for product tasks based on inventory levels to streamline restocking processes.
Grow your team
As your business grows, consider adding team members to collaborate more effectively.
Take advantage of KiteSuite’s communication features like Chat views and Assignees to delegate tasks and stay connected.
By following these steps, you can leverage KiteSuite to streamline your business operations, improve organization, and ultimately drive growth and success for your small business.
Take benefit with our advance Form
Utilize Kitesuite form’s advance design features to match to your website’s branding, weather to collect feedback, share event, or sell your product, yet that’s correct you can sell your product just by simply using kitesuite forms as it include payment gateway integrated and other third party tools to provide you simless experience. It can be really beneficial for your small business when you are not really willing to invest into website development just when you are starting out.
DEFINE THE BEST PRACTICES FOR YOUR TEAM
To ensure your KiteSuite setup is optimized, consider hiring a KiteSuite Consultant. Our expertise can guide you, but if we’re not a perfect fit, you can find a comprehensive directory of KiteSuite Consultants on the KiteSuite website.
For those looking to systemize operations, define processes with actionable exercises, and integrate SOPs, automations, and delegation, explore our FREE strategy training, The Blueprint, to learn more.
DOCUMENT YOUR PROCESS
SELECT YOUR PROCESS, PROCESS OWNER, AND PROCESS MANAGER.
KiteSuite is powerful, but it becomes invaluable when equipped with your specific workflows. Here’s how to make the most of it:
WHERE CAN YOU STORE SOPS?
Standard Operating Procedures (SOPs) are detailed instructions on performing specific activities within your business. Even a simple sticky note can be an SOP if it provides clear guidance. However, effective SOP storage should be:
Centralized: All SOPs in one accessible location.
Stored in the Cloud: Accessible anywhere with an internet connection.
Easy to Edit: Minimal friction for making updates.
These criteria are why we became KiteSuite enthusiasts and later, trainers and consultants!
ESSENTIAL ELEMENTS OF AN SOP
Strong SOPs typically include:
Process Manager: The individual responsible for performing and updating the process.
Process SME (Subject Matter Expert): The expert to consult if there are questions about the process.
Inputs: What you need to start the process.
Procedure: Step-by-step instructions, ideally with headers for easy skimming.
Outputs: Criteria to know when the process is complete.
Examples: Illustrations of good and bad outcomes.
FAQs: Common questions and answers related to the process.
We use KiteSuite Docs and fill-in-the-blank templates to create these SOPs, building comprehensive employee handbooks within KiteSuite.
CONTINUOUS IMPROVEMENT
Remember, you don’t have to create SOPs alone. Leverage your team or contractors to help streamline and improve your processes.
Embrace the journey of continuous improvement and keep learning!
Keep learning and keep growing!
Congratulations on setting up KiteSuite, completing your training, and documenting your processes!
However, just like your business processes, KiteSuite is never truly finished. Continuous improvement and learning are key. While you can certainly enhance your KiteSuite setup and refine your processes independently, there’s a more efficient path.
Having worked with over 600 teams and thousands of KiteSuite users, we’ve developed a streamlined approach that significantly accelerates the learning curve and optimization process.
To discover our proven 3-part framework, which we teach to our clients through the ProcessDriven Membership, join our FREE KiteSuite strategy workshop, The Blueprint. This workshop will guide you in systemizing your business effectively.
Embrace the journey of improvement!
