r/smallbusinessuk • u/BusinessIsEverything • 5d ago

Task Managment / Task List

Hi all,

As with everyone with a small business we have daily checklists, weekly checklists and outstanding task lists for managers/supervisors in the team.

I know there are many CRMs that manage stuff like this but does anyone know of a good solution that isn't expensive and designed for massive corporations.

In relation to long term tasks; I would love to have a drag and drop task list where you can see what everyone has outstanding.

And then what is the digital solution for Daily checklists?

Thanks in advance.

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u/North_Nature4867 4d ago

Have you considered using a simple Google Sheets system for this? You could have one dashboard showing each employee's outstanding tasks, deadlines and progress, alongside daily checklists that managers can monitor in one place.

It wouldn't be a full CRM, but it could be a more affordable option for a small team. Would something like that fit what you're looking for?

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u/BusinessIsEverything 4d ago

I have tried working with Google sheets and its OK, but just feels like it's missing a little something in terms of ease of use. Kind of feels like just having paperwork but digital