»Lesson 6

Document Your Tools

Track your tools

Most teams use a lot of different software products to do their jobs. Unless you’re using a tool like 1password or blissfully to organize all of your software accounts and subscriptions, it can be tricky to even identify how many tools you use. This becomes complicated when a new team member comes on board: they’re trying to understand what tools they need, the context in which they should use them, and how each one actually works.
 

Keep track of who owns what

Furthermore, some tools are managed by one individual but used by many others. What happens if this one individual leaves the company? Transferring ownership can be a real pain, and you may find yourself temporarily “locked out” of a tool you desperately need. Keep track of who owns each tool.

Explain how it’s used and share common workflows 

Make sure you give people a basic sense of how each tool is used. If there are certain workflows you use a lot or certain reports you run frequently, consider documenting those and/or linking to an example. By tracking some quick details about the tools you use, you can save yourself and your team a lot of headaches.

Your assignment

Create a Tettra page that logs all of the tools you use. Include basic information about how and when each one is used. You might consider structuring the information in a bulleted list, especially if you want to keep track of some details about each account. For example:
  • Tettra (ideally, link this to the account or login screen)
    • We use this to document our team's "operating system"
    • We have a free account, and everyone has their own login
    • We like to use these templates and these templates
  • Google Analytics (ideally, link this to the account or login screen)
    • We use this to track traffic to our site, the sources of this traffic, and other web visit info
    • We have a free account, and everyone has their own login
    • We have some saved, custom reports under "Customization" in the lefthand navigation