1. Create projects and relations as soon as possible
- Do you have a new client or did you just meet a new professional connection? Add them as relation.
- Received an email from a new contact, or are first emailing a new contact? Add them as relation.
- Do you have a new case? Create a project.
The most convenient way to create a new project or relation is to use the “New…” button in the top bar:
2. Always link a project and a relation (to an email, a document, a task etc)
Linking makes it is easy for everyone to find an item and the relation and project history always remain complete. There is never a (good) reason not to link a project and a relation.
3. Always search for the project or relation first before creating a new one
Pollution of data does not occur due to too many relations or projects, but due to duplicate or incomplete/incorrect data. Therefore, prevent duplicates by always first searching whether the relation or project has not already been entered into the system by a colleague. The most handy is to use the global search in the top bar of BaseNet.
4. Archive everything within two weeks
Emails should be archived as soon as possible. If something needs to be done with it in the very short term, you can choose to leave the email. However, this should never be longer than two weeks, otherwise a task should be created for it.
5. Create tasks
If something needs to be done with an email later, there is a call-back request, documents need to be studied, etc.; create a task for that.
Creating tasks for such actions has several advantages, namely:
- Colleagues can view your tasks in the event of absence and pick up work if necessary.
- The history can be easily retrieved.
- There is insight into actions taken in a particular case.
- You will receive a reminder as soon as the task needs to be completed, making it easier to remember.
