Five Strategies to Optimize Your Workflow with Pivot

A better workflow starts with the right structure and tools. With Pivot, project managers and remote teams can organize tasks, align their goals, and stay connected—all while working in a way that feels natural and efficient. Here are five actionable ways to improve your workflow with Pivot.

1. Keep Your Work Organized with Databases

Managing tasks and information can be overwhelming, but Pivot’s database blocks help you bring everything into focus.

-Arrange data into several different views.

-Customize columns for specific needs, like dates, text, or team assignments.

-Filter and sort data to quickly find what’s most important.

-Collaborate by assigning tasks and tracking progress within the database.

Databases help teams organize information, ensure accountability, and keep everyone informed about both individual and project-wide progress.

2. Stay on Track with Goals

Every team needs clear objectives, but keeping up with progress can be challenging. Pivot’s goal block provides the structure to stay focused.

-Use list, board, or calendar views to manage goals in the format that works best for your team.

-Assign goals to team members and set deadlines for accountability.

-Visualize progress with customizable views.

-Plan recurring sprints with goal cycles for better long-term management.

3. Manage Schedules with Calendar Blocks

Keeping track of schedules is critical for project managers and remote teams. With calendars built into your workflow, it’s simpler to stay on track and meet deadlines.

-Create dedicated calendars for team meetings, project milestones, or personal schedules.

-Add and edit events directly in your space for quick updates.

-Use visual cues like color coding to highlight different projects or tasks.

4. Share Updates in Post Rooms

Not every update needs a meeting. Post rooms in Pivot provide a focused space for sharing announcements, updates, and discussions.

-Categorize posts by tags to make them easy to find.

-Attach files and links for additional context.

-Use comments and reactions to encourage team engagement.

5. Collaborate in Real-Time with Audio and Video Rooms

When discussions need to happen live, Pivot’s audio and video rooms give you the flexibility to connect with your team.

-Use audio rooms for quick brainstorming sessions or team check-ins.

-Switch to video rooms for face-to-face conversations or presentations.

-Link rooms to specific projects or topics for context-rich discussions.

With features like databases, goal tracking, calendars, and flexible communication options, Pivot helps you build workflows that fit your team’s needs without overwhelming them. It’s about making the work clearer and the process smoother.

Ready to learn more? Visit Pivot’s Docs HERE to explore each feature in detail and take the first step toward enhancing your productivity streak!

Jennifer Simonazzi

Content Writer