Featured

StarAgent Tips (For Beginners): 7 Favorite Features For Success

By sal_admin
No Comments

So, you did it! After hearing about StarAgent from different Social Media platforms, your friends and others in your social circle, you have finally signed up.🙌

Now what?

StarAgent is a cloud-based talent agency management software that lets you run your agency smoothly – and there are a plethora of ways to customize it for your agency and team. We have seen our different clients using the same feature in entirely different ways – it just takes some time working with it and trying to find what works best for each of you. That being said, we love providing pieces of advice to help you get there, so we rounded up some most important tips here to let you use StarAgent like a pro and guide your team to work on it better.

Get started with implementing these tips in your StarAgent workspace, and you will skyrocket your agency’s overall productivity very soon.

#1. Check Your To-do Lists Every Morning

Want to figure out what you and your team members need to work on today? The ‘StarAgent User Calendar’ is your go-to place. It has all the tasks assigned to everyone from your agency, and from here, you can filter by ‘Users’ to view the work you (or each of your employees) need to do. Make sure to guide your employees to check their tasks this way to ensure that everyone is on track throughout the day and are aware of any new work that’s assigned for them.

Top tips for mastering tasks in StarAgent:

Check the date and time every task is due and prioritise them accordingly. That way, you can focus on your top priority tasks without getting distracted by clutter.

✨Bonus: Read this article to get even more tips and tricks on prioritising tasks in StarAgent.

Every weekend, check the weekly view of the calendar to get a clear idea of your completed tasks for a week. This gives you a better sense of what you have accomplished over a week (and that’s your instant progress report!😎).

Switch between the daily/weekly/monthly views of the ‘User Calendar’ to visualise your schedule in both short and long terms so that you have a better understanding of your bandwidth.

#2. Show The Duration Of Tasks With Correct Dates & Time

In StarAgent, every task you save will answer the question, who is doing what by when. That means, every task will have a clear assignee (that is the ‘who’), an actionable title (that is ‘what’), and a start and end date (that is ‘when’).

But as the start date for a task is chosen by default as the current date in StarAgent, there are chances for clients to leave it that way. Moreover, as the start and end times aren’t also mandatory, you might not add them too.

However, depending on how time-sensitive the work is, giving them due times and accurate start dates is a great way to provide even more clarity. This will not only help you pace your work but also let your teammates adjust their schedules and make enough time to complete their work, especially when they are working on a tight schedule.

✨Pro Tip: Set up reminders every time when you assign tasks so that you can effortlessly keep your team alerted of the essential to-dos every day.

#3. Easily Track Task Details

So, by employing TIP #2, your tasks will have clear assignees, valid start and end dates, as well as time. But to help your team get their work done in the best way, you also need to let them track even more information quickly. You can make use of the description field in the ‘Tasks’ window to mention it.

If you are thinking about how you are going to use it, let’s tell you – there is no exact right or wrong way to use this field. But, if you’re getting started with StarAgent, here are a few ways to try out:

Priority: Mentioning the tasks’ priority will help your team stay aligned on their most important work. That way, if tasks need deadline-shifts, you can let your team know it by changing the priority tag mentioned in the description field before.
Metadata: Most of the time, data like an estimation of how many hours the task might need to finish or project-specific details, are essential for employees to finish off the tasks quickly. So, adding these details in the description field might be useful.
Progress: When tasks take more than a single day to complete, you can use start and end dates to let your team know. But to take a step further, we would recommend to ask your employees to mention the work progress in each stage (as ‘Pending’, ‘Ongoing’, or ‘Completed’), in the description field, so everyone from the team will know when a work is ready to move on to the next stage.

#4. Get Real-Time Project Insights with Dashboards

If you follow a process of regularly reporting on project details and data in your agency, there is a good chance that it takes unnecessary time and effort and makes it hard for you to get quick information about the projects whenever you need them.

So, rather than manually collecting data from individual agency members and cobbling it together to get an idea of your entire projects’ progress, you can use the ‘Dashboards’ on StarAgent, where charts and statistical information are automatically populated based on your projects data entered in it. Along with projects data, there are Dashboard charts that are formed based on Invoice as well as Clients details.

All these charts are designed in a way that information can be sliced and diced easily to comprehend better.

#5. Set Conventions For How Your Team Will Use StarAgent

There are plenty of ways to use StarAgent as a modelling agency management software and while we have loads of recommendations on the “right way to use it,” finally, what’s “right” is what works best for your employees and agents. If you are just beginning to use StarAgent, please have a look at our how-to tutorials and weekly articles and set up a meeting with your team members to discuss how you want to utilise StarAgent to collaborate and work.

Some of the things you would need to decide on are:

What details are to be included in each task before it’s assigned?
What is the colour-code rule you are going to apply for tasks?

PS: Sticking on to a rule for assigning colours for tasks or events will help your teammates to scan tasks by glancing at the colours quickly.

Which method will you opt to prioritise tasks?
How will you share updates? Either through StarAgent inbox or use other communication systems in parallel?
Are you planning to use email alongside the StarAgent inbox?

Now’s The Time…

The above-discussed tips are just the tip of the iceberg as to what you can accomplish in and with StarAgent. However, we are sure these techniques will let you save your team’s countless hours and help keep everyone in the loop, so work becomes a lot better for you.

And once you start working with StarAgent, we would 💗to know: What are your favourite features in StarAgent? How are the ways you use them? Tell us through the ‘Feedback‘ option on StarAgent!

Better talent management

starts here