Q&A: Setting Up Project Management Tools
How should we set up our project management tool?
There is much to consider when first setting up a project management platform. Before you get too deep into creating and adding projects and tasks:
Map your Project Workflow: Think carefully about the steps or phases common to most of your projects. Which elements or features of the platform will best support each of those steps?
Set up Integrations: Are there calendars, communication tools (email, messaging, document), or infrastructure tools (CRM, time-tracking, billing) you want to integrate?
Assign User Roles: How will your team or stakeholders engage with the platform? Who will need administrative access? Whose access will be more limited?
Customize Notifications: How do you and your team want to be notified about due dates, changes, or communications? Turn on and customize automated notifications for different users and actions.
Style Reports and Dashboards: Dig into reporting and dashboard features, customizing them for your needs. What information do you want at your fingertips? What data do you want to pull?
Create Templates: Wherever possible, create templates for projects, tasks, and reports to support consistency and save time.
Plan to Assess: Ideally, you’d test out the new platform with a project or two and then assess any needed changes. Even if you have to go all in right away, plan to review how the platform is working for you and your team.
Need more support leading successful projects?
Learn about our Project Services, schedule an introductory call with Jami Yazdani, or add a 1-hr Project Coaching Session to our calendar!
