Tired of things falling through the cracks? Take the stress out of everyday workflows and get things done with ease. Our project management tool helps you to keep an eye on the big picture while also handling the details of every sized task. Some of the big picture tasks project managers oversee are:
While this information is vital for companies to track, there are also smaller tasks project managers oversee, such as:
Project managers have a lot on their plates, but project management tools can help. Our CRM software tool provides project managers with all the tools to handle these responsibilities and much more. Here are some of the best features our project management tool provides.
Get organized with creating to-do lists. Everyone on the team can create their own to-do lists or the team can come together and create a shared team to-do list. With the ability to create multiple to-do lists, you can stay on top of multiple projects. With the shared to-do list function, teams improve collaboration through open lists, keeping projects and teams on task.
Setting task dependencies means linking tasks in the platform so that when one changes, the others adjust accordingly. Managing tasks just got easier, freeing up precious time for busy managers from shuffling tasks around.
For those who assign tasks, a project management tool makes it easier. For tasks that repeat, use the automated settings to set daily, weekly, monthly, or customized tasks. Communicate in the tasks to ask for progress when checking in or use the chat feature to discuss workloads. Project managers can view individual team members’ workload and assign or take away tasks as needed.
Reporting just got easier. With our project management tool, you can save a lot of time and energy by creating customized reports. Having all the required information in one spot means you can create advanced reports with only a few clicks.
Gantt charts are a valuable project management tool. This is a tool that helps you visualize and organize every task and resource into one place. Teams can work together on the collaborative online platform to reach milestones, hit goals, and collaborate to get the job done. Everyone can work together better with this visual tool that creates a dynamic chart.
Kanban is a visual project management tool. For those who work best with visuals, this software allows real-time communication and a fully transparent view of work. All pieces of a project are laid out in a way that allows team members and project managers to see the progress of every portion of an assignment at any time. Decrease discrepancies while increasing productivity with Kanban.
Many tasks that are on a project manager’s plate are recurring. Assigning weekly and monthly tasks comes around and the manager must assign them out to be fulfilled. With automated workflows, project managers can assign a task one time and set up automation. Automation is a benefit to having customizable templates. Tasks are easy to set up on a basis that is weekly, bi-weekly, monthly, or every 10 days according to each individual need. This way, project managers do not have to waste time assigning the same tasks at the beginning of every week, giving them more freedom for other tasks.
Project managers can use the preloaded templates in the platform for various tasks. There is also an option to create customized templates. Having the ability to use either option means that each team can work from the platform in a way that works best for them.
Creating tasks after a conversation just got easier. When emailing a client or reviewing emails from team members, it is easy to forget to set up a task. Instead of setting a reminder to come back to it later, now you can use our project management tool to create a task straight from an email. Increase our productivity by saving time and skipping the steps in between an email and task creation while also improving your client management.
View all tasks being done in real-time. Teams can work together and watch the progress as it happens. Managers can get real-time reports on the work completed, client management updates, or work on other projections. Teams can also communicate in real time to stay up to date on everything they are working on without being right next to each other. Having real-time collaboration capabilities helps teams to be more productive as they stay in contact and work together.
Keep all your company files together in one location. With customizable access permissions, your company can be more organized. Label all your files and find what you need faster with the digital search. With the cloud storage option of Bitrix24, you can access these files from any location, even in client meetings. Another benefit of file sharing and storage is that you can cut down on paper costs and filing space. Companies can also provide limited access to clients to share specific files too, creating less inbox clutter and streamlining some processes.
Take Bitrix24 on the go. With our easy-to-use mobile app, you can have access to everything Bitrix24 offers on the desktop from your phone. Be more flexible with your location and schedule by utilizing the app. If your company depends on employees being in multiple locations or on the go, having access to the full mobile app is a fantastic benefit.
Bitrix24 has a unique offering in that it helps sales teams to improve their performance. While being more organized and communicating helps with CRM, there is more that can be done. Sales teams like Bitrix24 because they can watch a customer move through the sales pipeline and know critical points. Notes in the tool are kept keeping all employees current and informed on a client’s progress.