For HR professionals managing recruitment pipelines, onboarding, employee engagement, and compliance, Akiflow’s Folders, Projects, Sections, and Tags can help you streamline workflows and stay organized across multiple responsibilities. Here's how you can use them effectively:
Folders: High-Level Categories
Folders allow you to categorize tasks based on different aspects of your work, keeping everything neatly organized.
Folders are expandable or collapsible giving you a streamlined view of your Akiflow sidebar.
Suggested Folders:
- Personal: Tasks unrelated to work for maintaining work-life balance
- Hiring: Recruitment workflows and candidate pipelines
- Employee Management: Onboarding, training, and employee records
- Professional Development: Certifications and HR-related learning
Projects: Break Down Key Focus Areas
Use Projects to focus on specific areas of your professional and personal life. Projects make tasks actionable and trackable.
Assign tasks to specific projects for clear segmentation. Projects can be color-coded and can have different emojis for visual organization.
Suggested Projects:
- Personal Folder:
- Projects: “Fitness,” “Hobbies”
- Hiring Folder:
- Projects: “Open Positions,” “Candidate Screening”
- Employee Management Folder:
- Projects: “Onboarding,” “Training,” “Employee Reviews”
- Professional Development Folder:
- Projects: “Certifications,” “Industry Events”
Sections: Structure Your Workflows
Break projects into phases, categories, or stages using sections to make workflows more manageable.
Sections can help declutter your task list, making it easier to focus on specific stages or categories within your Project. They are also useful for workflows like Kanban or when breaking down projects into steps.
Suggested Sections:
- Open Positions Project:
- Sections:
- To Post
- To Interview
- To Offer
- Employee Reviews Project:
- Sections:
- Upcoming Reviews
- In Progress
- Industry Events Project:
- Sections:
- To Register
- To Prepare
- Post-Event Follow-Ups
Depending on your preferences, you can also use Tags for these instead of Sections
Tags: Add Context Across Tasks
Tags add flexibility and allow you to categorize tasks across projects for quick filtering and prioritization.
You can add multiple tags to a single task for cross-referencing and clarity (i.e. a tasked tagged both as Waiting For and Follow Up). You can also filter asks by tags to quickly find related items.
Suggested Tags:
- To Review: Tasks that need a final check or approval
- Waiting For: Tasks pending input or action from others
- Follow Up: Items requiring follow-up after a certain period
Best Practices:
- Integrate and automate where possible: Sync Akiflow with platforms like Notion to seamlessly pull in tasks and schedules and keep your workflow centralized in one place
- Keep it simple: Use folders, projects, and sections to create structure but keep tags simple and consistent
- Review regularly: Use daily and weekly Rituals to revisit folders, projects, and tags and ensure that you stay aligned with your priorities and deadlines
When planning your tasks, use Akiflow’s Task Deadline or Task priorities features on top of our suggestions above to ensure that you never miss follow-ups, stay organized and prioritize effectively.