Beyond Tracking: Automating Your Way to Consistent Habits with Bika.ai's Customer Projects Template

Bika

June 01, 2020

5 min read

The Challenge in Building Habits & Routines

For professionals, building and maintaining positive habits and effective routines is no easy feat. Time constraints are a significant hurdle. With packed schedules filled with meetings, client calls, and project deadlines, finding the time to focus on personal habit development can seem like an impossible task. Motivation also tends to wax and wane. It's easy to start a new habit with enthusiasm, but as the days turn into weeks, that initial drive can fade. Forgetting steps in a routine is another common issue. In the hustle and bustle of daily work, it's all too easy to overlook a crucial part of a new habit or routine. And integrating new habits into complex work workflows can be like trying to fit a square peg into a round hole.

Thankfully, digital tools can come to the rescue. They offer a convenient way to track progress, set reminders, and stay organized, all of which can be invaluable in the habit - building process.

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Professionals face challenges like time constraints, fluctuating motivation, forgetfulness, and difficulty integrating habits into work workflows.
Digital tools can potentially help overcome these challenges in habit and routine building.
Building and maintaining habits is crucial for professional productivity and well - being but is often hindered by various factors. ::::

Introducing Habit Tracker & Routine Apps

In recent years, the market has seen a surge in dedicated habit - tracking and routine - planning applications. These apps have become popular due to their user - friendly interfaces and a range of features designed to support habit formation.

When users search for the "best habit tracker app" or the "best routine app," they're often looking for features like tracking completion of tasks, streaks to motivate continued progress, reminders to ensure they don't forget, and goal - setting capabilities. For example, Streaks (https://streaksapp.com/) is an app that allows users to track multiple habits simultaneously, with a simple interface that shows daily, weekly, and monthly progress. HabitNow (https://habitnowapp.com/) focuses on creating a positive habit - building environment, with features like progress charts and reminders. Way of Life (https://wayoflifeapp.com/) offers a comprehensive set of tools for tracking habits, including the ability to set custom goals and track different types of activities. Habitify (https://habitify.me/) is known for its gamification elements, turning habit - building into a fun and engaging experience. And Habitica (https://habitica.com/) takes gamification to the next level, where users can create avatars and level up as they complete their habits.

These apps have made it easier for people to monitor their habits and routines. However, they all generally revolve around the concept of tracking what has been done, rather than automating the processes that support those habits.

The Limits of Simple Tracking

While traditional habit trackers and routine apps are great for monitoring progress, they fall short in several areas, especially when it comes to the complex needs of professionals or workflows related to project management, customer management, sales management, task management, time tracking, and project tracking.

Most of these apps are centered around tracking the completion of a habit or routine. They don't typically automate tasks that are part of the routine workflow. For instance, in a sales team's workflow, a simple habit tracker might help a salesperson remember to make a certain number of cold calls each day. But it won't automatically update the customer database with new information, calculate the time spent on each call for billing purposes, or create a collaborative platform for the team to discuss the calls. This lack of automation means that professionals still have to manually handle many aspects of their work, which can be time - consuming and prone to errors.

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Proactive Automation for Habits & Routines: The Bika.ai Customer projects Template

Bika.ai offers a different approach with its proactive automation concept. Instead of just tracking what has been done, it focuses on automating the processes that support habits and routines.

The Customer projects template is a prime example of this. This template is a game - changer for consulting companies, law firms, and sales teams.

Why You Should Use Customer projects

It helps calculate the hours worked that require compensation. For example, in a consulting firm, consultants can log their hours on different tasks related to a customer project. The template automatically calculates the total hours, which is crucial for accurate billing. It also gives a comprehensive overview of project progress. With the Projects Board, managers can quickly see which projects are on track, which are behind schedule, and where bottlenecks might be. This is beneficial for maintaining a routine of regular project updates and ensuring that projects are completed on time. Additionally, it creates a collaborative platform. Team members can share notes, files, and updates related to the project, which supports the habit of effective communication within the team.

How the Template Works

The template consists of several components. The Projects Board is a dashboard that provides visual insights into project status and task status. It uses charts and numbers to give a quick overview of projects. For instance, a project manager can glance at the board and immediately see the percentage of tasks completed for each project. The Projects Database manages project details such as status, start and end dates, notes, contacts, and tasks. This centralizes all project - related information, making it easier to maintain an organized routine for project management. The Task of Projects Database tracks task - specific information like task name, owner, start and end dates, status, estimated hours, client cost, and related files. This helps in keeping tabs on individual tasks, which is an important part of any project - related habit. The Contacts Database stores contact information including name, company, title, type, phone, email, website, and links to customer projects. This ensures that all customer - related information is easily accessible, supporting the routine of effective customer management.

How to Use

Using the template is straightforward. First, access the template. Then, navigate to the Projects Board to get an overview of your projects. Next, use the Projects Database to manage project details. Track tasks in the Task of Projects Database and keep your contacts organized in the Contacts Database.

Who Should Use This Template

This template is ideal for project managers looking to streamline their processes and keep track of project progress. Sales teams who need to manage customer projects and track their status will also find it extremely useful. In fact, anyone involved in project management, customer management, or task management can benefit from it.

Key Features of This Template

It offers comprehensive project management, allowing users to manage all aspects of their projects from start to finish. Task tracking helps keep tabs on individual tasks and their progress. Contact management makes it easy to store and access contact information. And the visual dashboards provide a quick overview of projects and tasks with charts and numbers.

Try the Customer projects Template

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Building Your Personal Consistency Stack

For professionals, choosing the right tools depends on their specific needs. A dedicated habit tracker can be sufficient when the goal is to simply monitor personal habits like exercise or reading. However, when it comes to work - related habits and routines that involve complex processes such as those in project management, customer management, or sales management, the Customer projects template (or similar proactive automation tools) becomes essential.

These two types of tools can work together. For example, a salesperson could use a habit tracker to remind themselves to make a certain number of follow - up calls each day. At the same time, the Customer projects template can automate the process of updating the customer database, calculating call times, and sharing information with the team. This combination of tracking and automation can lead to a more efficient and consistent workflow.

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Conclusion: Smarter Habit Building for Professionals

In the journey of habit building, starting with simple tracking tools can be a great first step. However, to truly achieve consistency and efficiency, especially in a professional setting, leveraging proactive automation is key. The Customer projects template from Bika.ai offers a powerful solution for professionals involved in various aspects of project and customer management. It not only automates crucial workflows but also supports the development of positive habits and routines.

We encourage you to explore Bika.ai for automating workflows that support your personal and professional development, including those related to habit - adjacent tasks. By doing so, you can take your productivity and consistency to the next level.

FAQ

Q: How can the Customer projects template help with time - consuming tasks in a sales team? A: The Customer projects template can automate tasks like calculating the hours worked for compensation, updating customer databases, and creating a collaborative platform. This reduces the time spent on manual data entry and communication, allowing sales teams to focus more on selling.

Q: Can a habit tracker and the Customer projects template be used simultaneously? A: Yes, they can. A habit tracker can be used for personal habit monitoring, like reminding a salesperson to make a certain number of calls. The Customer projects template can then handle the more complex, work - related aspects such as automating database updates and project management tasks.

Q: Who is the Customer projects template most suitable for? A: The Customer projects template is most suitable for project managers, sales teams, and anyone involved in project management, customer management, or task management. It helps streamline processes and provides a comprehensive overview of projects and tasks.

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