These are the main criteria to follow in order to choose a useful tool for your projects :
Accessible
Make sure the app is accessible via different mobile devices and is hosted in the cloud. Also confirm the possibility of sharing data with the client to keep them informed of the status of the project at all times, and the same with your colleagues in other departments.
Collaborative
It should allow access to the team and clients, which will speed up many processes and increase the client's participation in the project. Functions such as sharing projects or tasks and having a space for real-time conversation strengthen the collaboration of the work team.
Usable
It is very important that the tool's interface facilitates russia phone number data navigation between different projects, which requires that these are in turn well structured. It is also necessary to facilitate the downloading of documents in different formats to ensure that they can be read on as many devices as possible.
Organized
The task manager should allow you to set times, assign resources, record completed times and establish dependencies between tasks. It is especially important to estimate hours for projects and allocate them efficiently to the team. The more organized and user-friendly the interface is, the more time the entire team will save when using the tool. A facility that is enjoyed not only by the manager, but also by all those involved.
Visual
It is important that the tool allows planning and monitoring the execution of projects in a simple way. It is also important that it gives us the opportunity to design customized dashboards according to business needs.
In real time
Your tool must issue real-time reports that show us the evolution of the project and allow us to make decisions, anticipating any problems that may arise. The speed of information transmission is directly proportional to the ability to resolve incidents.
Open
If the project management platform has an API, we can connect our projects with other tools (ERP, CRM, etc.). Sharing data between different platforms greatly facilitates project management in other areas such as customer service, operations or administration. Mulesoft , part of the Salesforce ecosystem, is a useful example: an integration software that allows us to connect all systems to each other to ensure the exchange and use of all data.
Safe
Of course, the platform must be secure, comply with all data privacy requirements and have web security and trust certificates (SSL, TLS, etc.).
What are the most recommended project management tools?
As we said above, the best project management tool is one that adapts to the specific needs of your company and your team.
Salesforce
Within Salesforce , we have the possibility of carrying out project-based case management . It is a native Salesforce function for which we do not need to connect any external software. With case management we can create tasks and assign them to team members, who receive an automatic alert informing them of their Manager's needs.
Cases are classified in columns according to their status: New, Distributed, On-going, Waiting, Closed… The status of each project can be customized according to the workflow; Salesforce is highly customizable in this regard and adapts to the business and management model. For the project administrator, case management provides information on the hours spent on each task, which, for example, can be converted into dashboards to share with the client to justify the time invested.