Project Management Platform: The Way to Achieve Goals Efficiently

Has your team ever struggled to start a project, get status updates at the right time, complete work on time, and so on? These are unfortunately quite frequent situations. That’s because project management is a difficult task, but it’s also an essential job that makes it possible to allow or prevent your team from achieving their goals.

It’s in situations like this that the project management platform comes in. It’s likely that any platform will help you, but taking the time to find the best platform for your team will enable you to achieve your goals and achieve even more success on a consistent basis.

Do you want to know how to choose a good project management platform? Read on and learn more!

Why is having a project management platform essential?#

How do you ensure that your team knows what work needs to be done? Who is responsible? What is the deadline? Planning and organizing all these elements and details is essential for structured project demands, in addition to being fundamental to the success of your team. However, this is still one of the biggest challenges faced by teams and entire companies.

So how do I know if my company would benefit from a project management platform?

• Your team uses different systems to manage work, so projects, tasks, files, and communication are scattered across the different tools.
• The team doesn’t know what to work on, what their priorities are, or where to find them. That’s why they spend a lot of time (including yours) asking questions and searching for answers.
• Most of the time, the process used to communicate priorities and request status updates involves holding meetings, sending emails, or manually reviewing complex spreadsheets.
• Your team members miss their deadlines frequently because of everything mentioned so far.

The basic principles of project management#

For you to have a successful project, it’s essential that all members of your team support you. However, how will they be able to support you if they don’t know what is expected of them, the deadlines and the milestones to meet?

Organize work in one place#

A project management platform is used to store all of your team’s work, allowing you to organize everything from a single place. Think of this tool as a divider cabinet, where there are dedicated spaces for all the information essential to your team’s success: projects and tasks that must be completed, responsible, due dates, priorities, files, etc.

That way, team members know exactly where to find what they need and what each one’s responsibilities are. When choosing the platform, evaluate the following characteristics:

• Structure of projects and tasks;
• Information about the tasks.

Establish the properties and responsibilities of each team member#

The project management platform you choose should help you easily assign those responsible, show the relationship between the works and when they must be carried out. That’s why you should look for these resources:

• Can you easily assign an owner to each task?
• Is it clear who is responsible for the work?
• Is it clear what tasks are pending?
• Is it possible to assign start dates and completion dates?

Centralize your team’s information and communication#

On a daily basis, teams are often under enormous pressure to do more with less, to progress faster than ever, and to improve the quality of their work. Therefore, it is necessary to:

• Centralize your team’s communication

Using emails and other sharing apps ends up with endless topics that only make sense to the recipients - that’s if they find what they need. Team members end up wasting time searching for communications, feedback, and other information necessary to understand their own work, and sometimes they end up discovering that they are inaccessible in someone else’s inbox.

Whether for feedback, sharing status updates, or questions, your project management platform must gather all the information in one place and link it directly to the associated projects and tasks.

• Your team must have a workspace

When schedules, tasks, files, and communications are not centralized, problems eventually arise. This is because the team does not have access to a single source of information, making it impossible for them to search for content, connect work between teams and projects, or collaborate organically. Team members end up being isolated and, as a result, waste time repeating the work of their colleagues.

A project management platform can bring everything together in one place, making it possible for you to plan, manage, and communicate your work more easily.

Adjust the platform according to your team’s needs#

Several companies hire professional project managers and even corporate project management teams to oversee work. Often, software developed especially for your needs, and not for those of your company, is used.

In smaller organizations, on the other hand, everyone eventually ends up helping to manage projects, even if they don’t have specialized training. In other words, many team members end up becoming “project managers by accident” and face frequent challenges:

• The teams end up working on different types of projects and believe that different tools are needed to carry out their management.
• Project plans change. However, reviewing them creates confusion and conflicts, in addition to hindering the work.
• Teams end up dealing with the same types of projects over and over again, but they don’t standardize their processes to start work faster. Therefore, they waste a lot of time redoing the same routine tasks.
• Team members have different work styles and want tools that meet their individual preferences.

Hire a platform that’s adaptable to your team’s needs#

A good project management platform should help your team focus on high-value work that will promote company growth. Some of them offer a wide range of options, while others don’t. Learn about the most important resources:

Different views#

For example, a team that is focused on projects with deadlines may prefer to view a schedule or calendar with all the work, so that they can understand the steps involved, which tasks are dependent on others, and when the work will take place.

However, perhaps a list or other type of view is a better option for projects that monitor permanent or long-term work.

Custom fields#

Custom fields allow you to track all types of information in the way that best suits your team and individual projects. For example, it is possible to use a field to indicate the priority (high, medium, or low) of each task of a project or to designate the stage (in progress, awaiting approval, etc.) in which the work is located. Custom fields give your team numerous options to better manage and report on work.

Customizable templates#

Several tools offer a library of project templates to help you get started. However, it’s important that you can customize them according to your specific needs and also save your own templates. This allows you to standardize and refine the processes of the tasks and projects that your team usually deals with.

Discover the Wikimee management platform#

Wikimee can be an essential ally in this process. With its intuitive and feature-rich platform, Wikimee makes it easy to create customized integration plans, monitor progress, and provide continuous feedback. In addition, Wikimee allows effective collaboration and communication between collaborators and their teams, ensuring that everyone is aligned and that the integration process is transparent and efficient. This not only improves the employee experience, but also accelerates productivity, benefiting the business as a whole.

Improve the process of integrating your new collaborators with Wikimee! The Wikimee platform offers an efficient and intuitive solution for integrating new employees, making it easier for them to adapt to your company’s culture and procedures.

With Wikimee, you can create a structured, automated, and personalized onboarding process, ensuring that your new collaborators feel welcome and prepared from day one.

In addition, Wikimee provides follow-up and feedback tools, allowing you to monitor team member progress and customer satisfaction. This results in faster and more effective integration, increasing productivity and reducing the rework rate. Don’t miss the opportunity to optimize your company’s project management with a complete platform that offers all the functionalities and integrations your company needs.
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