Boost Efficiency with AI: Task Management in Kitchen & Bath Design
Welcome back to Elevated! I’m Brandy Lawson and this is the podcast helping you build a better Kitchen & Bath Design business. In our last episode, we explored how AI can be your efficiency expert in task creation and work summaries. Today, we’re diving into AI Task Management Tools and how you can use them to generate tasks in specific project management platforms like Monday.com and ClickUp, as well as with ChatGPT or Magai.
In every business, project management can sometimes (always?) feel like herding cats. But AI can be your cat-herding lasso by helping create and organize tasks. Let’s look at how you can use AI to streamline your workflow and keep your projects on track.
Automate Tasks with AI in Monday.com and ClickUp
First up, let’s talk about using AI in Monday.com and ClickUp. Both these platforms have AI functionality which gives you the ability to drop in a conversation summary or your thoughts about a project and have AI generate a set of tasks for you in the software. But it doesn’t stop there – the AI can even set due dates for these tasks based on a specific timeline. Forget a bunch of clicking & calculating, just tell AI your parameters and it can create the tasks, set the due dates and even assign those tasks!
Specifically, you can open the Monday.com or ClickUp AI and ask for it to create tasks from your summary. Or, you can create a new item or task, then ask for suggested sub-tasks.
Using AI to Automate Post-Consultation Workflow
How might you use this? Imagine you’ve just finished a design consultation with a client. You’ve got all the project details and the timeline fresh in your mind. Instead of manually creating a task list, you can simply input the meeting summary into Monday.com or ClickUp AI (don’t worry about any kind of formatting, just dump the info in), tell it what you want, e.g. create tasks and subtasks to support completing the order for this project by October 1 and voila! The AI generates a comprehensive task list for you in the app.
This list could include everything from scheduling additional meetings and sending the design agreement, to when the deposit needs to be received and when the order needs to be placed. Then all you need to do is work through your daily tasks without worrying about missing a deadline. When all the details are in the software you never have to wonder “did that get done?” or “is this project still on schedule?”
Generate Task Lists and Timelines with ChatGPT and Magai
Now, maybe you aren’t using project management software like Monday.com or ClickUp yet? Not to worry, you can still harness the power of AI using ChatGPT or Magai. These AI tools can help you generate task lists and timelines that you can then manually input into your preferred system (even if that system is a printed to-do list).
The beauty of using AI to help generate tasks and timelines in your project management software goes beyond just personal organization. It helps set and update client expectations as well as keep your entire team on the same page. No more miscommunications about deadlines or forgotten follow-ups. When the information is in a central location and accessible to the team, everyone understands exactly what needs to happen and when.
As always, AI isn’t bulletproof: while it is incredibly powerful, it’s not infallible. Always review the tasks and timelines it generates. AI will give you a very solid first draft, but you’ll definitely need to review and probably even edit before you “publish.”
Want to start honing your AI tasking skills? Consider where you can incorporate AI task generation into your existing workflow. Whether you’re using Monday.com, ClickUp, or even just starting with ChatGPT, there’s an AI solution out there that can help streamline your project management process.
In our next episode, we’ll explore another efficiency-enhancing application of AI in your Kitchen & Bath Design business – using AI for client communications. So, if you haven’t already, hit that subscribe button. Your future, more streamlined self will thank you.