Nice! I love gleaning ideas from the way you think. I used WF to create a kanban in a similar fashion for Christmas (idea, ready to buy, ordered, delivered, wrapped). Trello taught me lots about kanban boards…and then I transferred them all to Workflowy. 😊
I am a Insurance agent - meaning I have a management tool for client work - but I also have to do sales - and using WF has been helpful with the boards and getting a process in place. I enjoy your videos. Keep up the good work.
Thanks Terry! I appreciate the feedback. At this point, Workflowy is like my sandbox that I get to play in and try out different ideas. It is so flexible it is easy to hack together a process and try it out.
@@Cafe655a Plain ol Windows 11 ... and edge ... I the bullets on the left seem to change on me. I have been messing with it and I did not have sub bullets - so the headers do not have the bullets .. or whatever I am seeing. I think I got it now.
@@Cafe655a It is ... I was using Pipedrive for the CRM - but it is a lot of upkeep and it is no doubt powerful but WF can do 95% of it all. and really at the end of the day, I want to do vs fiddle around with my CRM.
Nice! I love gleaning ideas from the way you think. I used WF to create a kanban in a similar fashion for Christmas (idea, ready to buy, ordered, delivered, wrapped). Trello taught me lots about kanban boards…and then I transferred them all to Workflowy. 😊
same...I used Trello for a couple of years to manage my systems before moving to Workflowy.
I am a Insurance agent - meaning I have a management tool for client work - but I also have to do sales - and using WF has been helpful with the boards and getting a process in place. I enjoy your videos. Keep up the good work.
PS. I struggle with boards cause the drag and drop of bullets do not work for me - or I cannot figure it out - ha!
Thanks Terry! I appreciate the feedback. At this point, Workflowy is like my sandbox that I get to play in and try out different ideas. It is so flexible it is easy to hack together a process and try it out.
What platform are you on where drag and drop isn't functioning well?
@@Cafe655a Plain ol Windows 11 ... and edge ... I the bullets on the left seem to change on me. I have been messing with it and I did not have sub bullets - so the headers do not have the bullets .. or whatever I am seeing. I think I got it now.
@@Cafe655a It is ... I was using Pipedrive for the CRM - but it is a lot of upkeep and it is no doubt powerful but WF can do 95% of it all. and really at the end of the day, I want to do vs fiddle around with my CRM.