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  • About this Handbook
  • Our organization
    • 📖History
    • 🏛️Constitution & Governance
      • 📜Articles of Association
      • 🎆Regional nodes & entities
    • 💟Our Values & Principles
    • 🗣️Partners and Associates
  • Agreements
    • People Agreement
    • Decision Agreement
      • Decision process for new GT courses
    • Financial Agreement
  • Working Together
    • 🥁Rhythms & Rituals
    • 💬Communication Practices & Tools
    • 📈Sales process & team formation
    • 🌱Development Bucket
    • 💸Biz Dev Bucket
    • 💚Spirit Bucket
  • Guides
    • ⛴️On & offboarding
    • 😎Setting up projects
    • 💰Finance - Overview
    • 📎Everything you need to know about invoicing
    • 👥How to use our CRM
    • 🎪Attending Events
  • Projects
    • Cobudget
      • Development
      • Deployment
      • Email
    • Greaterthan Academy
  • Archive
    • 💬Organizational tools
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  • Organizational tools
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  1. Archive

Organizational tools

Last updated 1 year ago

Organizational tools

Trello

  • Greaterthan Trello Team

  • Main sprint board: GT Gardening board

Shared Google Drives for various projects and GT core.

Some of our Shared Drives:

  • Greaterthan General

  • Greaterthan Academy

  • Services

  • Knowledge Commons

Ask for access to these from any other GT member.

For capturing and sharing key knowledge for our work we use knowledge maps.

>> Go to Knowledge Map

A large portion of the assets in the maps are linked in our Google Drive folder

  • Knowledge Commons

Shared Google Calendars that exist

  • Greaterthan Team Meetings

  • Greaterthan Events

  • Team Travel (to share travel schedules)

  • Team birthdays

If you don't have these calendars yet, see here how to add them.

Airtable CRM for managing contacts and our consulting pipeline.

We use Helpscout for managing multiple inboxes for customer support for products and projects such as:

  • General requests to hello@greaterthan.works

  • GT Academy

  • Cobudget

External Communication Tools

which we have Greaterthan accounts for:

  • Newsletters: Active Campaign

  • Digital Whiteboarding: Mural

  • Surveys: Typeform

  • Managing Helpscout

  • Website: Webflow

  • Password mgt: Lastpass

To automatically see which websites and tools we have accounts for, you must be added to our Lastpass account.

💬
👥How to use our CRM