Teams | Collaboration | Customer Service | Project Management

New series alert: Ops Quickies — snackable episodes on tech, tools, and systems. We're kicking off with a big question wrapped in The Clunkiest Acronym: what the heck is a PSA... or professional services automation platform? Harv explains why the name’s a problem, what this kind of platform actually does, and why service businesses need to start paying attention. If you've got any questions about ops tech, PSAs, or Scoro, drop me a message on LinkedIn. I'd love to hear from you – and might even turn it into a mini episode.

As your team grows, it gets harder to keep track of who's good at what. Here's how Teamwork.com can help.

Learn how to use Asana for project management—from request intake and prioritization to staffing, tracking, and reporting—powered by automation and AI to help teams move faster.

Learn how to find anything in Asana fast—whether it's a project, task, or goal—using search, filters, advanced search, starred items, and AI chat. Perfect for staying organized and productive. Key moments: For more information on how to use Asana, explore our Help Center or visit our home page.

In Scoro, there are three ways to create a project plan tailored to your needs. Join us in this video as we guide you through these three options, empowering you to streamline project planning in Scoro. Option 1: Convert quoted services into tasks. Easily transform your quote into a project and start tracking time against the outlined services. Option 2: Create a detailed project plan. Utilize the Gantt chart to break high-level deliverables into smaller tasks.

Your ops might be ticking along just fine. But what if your founder got sick tomorrow? What if your top client left? What if you had to make a big decision with zero visibility on the numbers? You might not be planning to sell your agency – but you should run it like you are. Because when you adopt that mindset, you zoom out. You stop firefighting. You start building a business that runs without you.