This table will allow you to consolidate, homogenize, and synthesize your project’s information. Within the same table, manage and follow the progress of each project.
Set up reminders
Take advantage of automatic reminders to stay informed of upcoming deadlines for each of your projects. You’ll receive an email reminder of the progress of each team’s project.
Add important documents
Adopt a rigorous and organized approach to following up on your various projects. Add all contracts, quotes, and other important attachments directly into your project management tables.
Assign tasks to the various collaborators
When you begin a project, success is not always guaranteed, at least not immediately. But there are solutions that can maximize the success of a project. Here are the steps to making your project an overwhelming success, all of which benefit from the use of project tracking tools.
It is fundamental to define the objectives of the project before it begins.
You need to provide an overview of the project as a whole: size and cost, ultimate goals, skills and tools needed, context, constraints, potential risks, core values, and customer requirements, to name a few.
In order to carry out the different tasks of your project, it is essential to use tools specifically designed to respond to this specific purpose.
With the right tool, sharing documents, exchanging information, and managing schedules and tasks will be a lot easier.
You will be able to keep track of your own tasks and those of your collaborators.
We’ve observed that companies large and small improve their productivity and ensure long-term competitiveness by using a collaborative spreadsheet that’s accessible online, instead of Excel.
Define a logical series of the tasks and allocate resources
Today, most project managers use Gantt charts to depict their projects graphically and manage them in accordance with project management principles.
But before building your Gantt chart you need to establish a detailed project plan.
A project consists of a series of tasks related to each other. The logical order of tasks is not always obvious at first, and thinking through the order of the tasks can be a powerful planning process in itself. Of course, every project has a specific start date when, for instance, specifications are established, and an end date, which corresponds to the completion of the last scheduled task.
Assign the resources
Once you have laid out your tasks, you need to identify the resources needed to complete them.
The principle resources are usually:
- Human resources, which include everyone working on the project
- Material resources, supplied by the company or the client, that will be necessary to complete the project. These include such resources as software, transportation, and supplies and equipment.
Track the project
Tracking and follow-up is essential for the successful execution of a project: it is a way to organize all the elements that contribute to the best possible outcome.
A monitoring process should be developed to continuously drive activities and optimize them in case of problems or delays.
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