Staying organized is key to staying on
top of work, family, life, and well nearly anything and everything!
There are variety of digital tools that mimic and have improved upon the
daily calendar journal to help make your life easier.
Some popular planning tools are
Basecamp, workzone, Wrike, Taiga, active. collab, dapulse, Mavenlink,
clickup, avaza, and Trello. These tools come with powerful dashboards
that allow you to compartmentalize your projects within various teams so
that you can stay organized and collaborate effectively, says Gaurav Mohindra.
After using a planning tool at work, I
quickly became dependent upon using the organizational tool in other
aspects of my life – like home. I started creating project boards for my
family to plan trips, checklists, and projects, reflected Gaurav Mohindra.
Most organizational and project planning
tools come with a variety of plans. Starting with a basic free
version, to more advanced (and expensive) enterprise versions. Many
people find the freemium versions helpful to learn the tool, understand
the basic feature sets, and determine if the UX works for them. Once
the comfort level has increased, the more advanced versions come into
play to manage larger projects with multiple teams requiring more
reporting tools.
The compatibility of such tools with
email, calendar, and other ERP or CRMs also makes adoptability better.
Being able to include emails into projects makes it easier to aggregate
similar and relevant items in one place. There could be some size
limits that may conflict between platforms – such as email may limit
attachments to 20MB whereas the planning tool may have a smaller limit.
In this case, there are some workarounds – such as placing a link
(similar to a hyperlink) in the project referencing the email (with
attachment).
One of the most effective features of
organizational and planning tools are their reporting and analytics
tools. These tools allow filtering and project specific reports to be
generated based off a variety of user-dependent criteria. Such as
resource, team member, date, etc – all of which can be downloaded in
Excel or csv format for portability.
Gaurav Mohindra:
Trello’s reporting and analytic tools is called Power-Up. Which can be
incorporated with time tracking and detailed report generation.
Power-Ups is marketed to help teams meet their unique needs through
adaptable features and integrations.
All in all, it’s vital to stay organized inside and outside the office – and there are numerous tools to assist one in doing so.
Originally Posted: http://www.gauravmohindrachicago.com/stay-organized-using-planning-tools/
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