The Software to

systematize your business

CloneDesk is not only a software to manage processes and knowledge.
It is a proven way to scale operations, increase efficiency and decrease cost.
Thus making your business more profitable and you less stressed.

Schedule Demo

Are you dreaming of
a business that runs itself?

In CloneDesk you don’t add single todos. Instead you start easy checklists or complex processes called blueprints that add a string of tasks and delegate them to your team.

With these processes you make sure that:

  • work is done according to your standards, no matter who does the work
  • you are not reliant on individual team members as you store how things are done
  • your team is more efficient, as work is automatically handed over to the next person
  • your team makes less mistakes, as you can support them with checklists and clear instructions

Hendrik Henze, Founder

Our mission is to free entrepreneurs from recurring tasks, so they can focus on the big picture.

Examples to use CloneDesk

Projects

  • Client Onboarding

  • Worker Briefing

  • Project Management

  • Performance Checks

  • Reporting

Marketing | Design | IT

  • Campaign Setup

  • Campaign Monitoring

  • Text Production

  • SEO & Content Audit

  • GDPR Checklist

  • Updates & Maintenance

  • IT Ticket
  • Design Ticket

  • Video Production

  • Tracking Setup

HR

  • Candidate Screening

  • Employee Onboarding

  • Employee Outboarding

  • Trainings & Tests

  • Vacation Checklist

Inspired by

Principles

Ray Dalio

Clockwork

Mike Michalowicz

The Checklist
Manifesto

Atul Gawande

Deep Work

Cal Newport

High Performance
Habits

Brendon Burchard

The Phoenix Project

Gene Kim, Kevin Behr,George Spafford

How does CloneDesk work?

Learn How to Automate your Service Business

Once you have signed up, we will provide you with a free step by step process to systematize your service business. Additionally, you can join exclusive webinars with like minded entrepreneurs.

Use Public Blueprints or Create Your Own

Through public blueprints your team gets state of the art knowledge in form of clear processes. Additionally, you can convert your exisiting SOPs into actionable checklists and complex blueprints.

delegate tasks AUTOMATICALLY

Once you start a blueprint, CloneDesk will automatically delegate each task to the best user based on skills, access rights and workload.

Prioritize workflows & manage your team

See what your team is working on. Prioritize workflows or single tasks. Onboard new team members in minutes.

Update Team with PROJECT INFORMATION

In CloneDesk you just change project information once and each team member gets the update when working on the project.

Schedule Recurring Workflows

To monitor your project’s and team’s performance, simply schedule workflows which in turn trigger other workflows.

I love how tasks are assigned automatically without me making sure the task is being handed over to the next person in the workflow.
Rianna Ramirez, Ambid Technologies

CloneDesk simplifies delegating different tasks to team members and I can control all tasks from a central location.

Stefanie Huber, HEWO Internetmarketing

CloneDesk makes project management easy, as I have all project details at hand and can inform the whole team with a few clicks.

Alice Brückner, Marketing-Freund GmbH

The system is simple and easy. It helps to focus on your work. Personally, I like working with it.

Torben Müller, Freelance Webdesigner

CloneDesk Features

In Blueprints you capture your SOPs (Standard Operating Procedures). Started Blueprints are called workflows, which consists of at least one task. To work on the tasks you can use the Task View.

Blueprints

Easily Create complex processes or simple checklists

Define simple or complex blueprints. Tasks can run parallelly or subsequently. You can use skip conditions to skip tasks if they are not needed. With channels you control who can start blueprints and work on tasks.

Define which tasks you want to skip, if specific criteria are matched. In the video you see, how easy it is to skip a task. In this case we skip the task to create a mockup.

Use channels to control who can start the blueprint, see tasks and work on tasks.

Define who should work on a specific task in your blueprint:

  • Blueprint Starter
  • Project Owner
  • Worker

If you select worker, CloneDesk will select the assignee based on rights in selected channels, if user has worked in the project before and how full he is with other tasks already.

Make users tick of important things and answer questions, to make sure that nothing is forgotten.

Add shortcodes to your task description to show information from other tasks.

You can display workflow as well as project fields

Also can use conditional tags to display information only if specific criteria are matched.

Define if tasks should be in subsequent or parallel order. Of course you can mix both.

When you update the task description, users can be informed when working on it the next time.

Workflows

Start, Prioritize & Monitor your Processes

The tasks overview lets you see your own and your team’s tasks. Using channels you can easily see where your team is overloaded with work and which team member underperforms.

Right from the main menu you can start your most used blueprints with a single click.

There are two ways to prioritize:

  • Simple drag & drop
  • Choose priority from dropdown
With a click you can see exactly, what the status of the workflow is, who is working on what.

Based on all the tasks’ estimated durations you will get an estimate on how long the complete workflow will take.

As users track their time, you see how much time has been spent on the workflow and how much is left.

To automate your buiness even more, simply schedule recurring workflows such as project monitoring, conversion checks, maintenance, etc

Tasks

See task statuses & Monitor team performance

The tasks overview lets you see your own and your team’s tasks. Using channels you can easily see where your team is overloaded with work and which team member underperforms.

Per default you see your own tasks that you can work on.
Simply use the dropdown to see your team mates tasks.

Using the project and channel filters, you can easily see how much work is currently in the system to increase or stop sales.

As your team members track their time, you can easily see who performs and who does not.

Tasks, that require other tasks to be completed, are set to waiting. You can see these as well, to get a better picture of your team’s workload.

Task View

Maximum Focus with all information at a glance

The task page provides you with all necessary information to complete the task. Forms ask you for important information. And if anything is wrong or missing just click on feedback to get more information from your colleagues.

For maximum work focus, CloneDesk loads the next most important task after completing a task.

Right after logging in the task view shows the most important task. So workers can work without prioritizing.

Enrich static “How-To” content with fields from previous tasks or saved project information. Simply click on feedback, if information is incorrect or you need more details.

Make users tick of important things and answer questions, to make sure that nothing is forgotten.

Users have to start and complete tasks, so you get estimates how long tasks or complete blueprints take.

When project information is changed, users are informed when working on a task that requires this information.

When you update the task description, users can be informed when working on it the next time.