3 mistakes you may be making in your PM tool

You don't have to tell me the answer, , but did you read the subject of this email and ask yourself "Wait, what's a PM tool?"

Don't worry, we've got you! 😉

A PM Tool is your Project Management system - the place you plan out the work that needs to get done, and then work the plan.

But, not everyone knows the simple best practices to make project management run smoothly and open up the space for you to focus on progress, and not making sense of chaos.

Here are 3 mistakes you may be making in your PM tool, and our tips for adopting a more simple way to PM.

1 | You don't have task naming conventions

It's important to have some rhyme and reason in how you name tasks, otherwise your task list will drown in mayhem. If someone were to look at your tasks, would it be clear what needs to happen? We suggest always starting with a verb, being clear on the action to be done.

Example: Birthday Cake - would your spouse know if you meant to order a cake, pick it up, or bake one? Instead, Pick up the Cake from Bella's Bakery.

2 | You leave tasks hanging

How many tasks do you have on your list that have no due date? As soon as you create a task, it's best to assign a date it needs to be done by. Not sure? Put in a tentative date and you could always move it later.

When tasks are left hanging with no end in sight, they just become part of a checklist of items to do but having no real priority to actually get done.

3 | You create tasks without projects

You may very well be creating a list of tasks to be done and skipping over creating a project first. A project gives you and/or a team clarity on objectives, phases of work, and the tasks that get you to the result. Projects help you organize seemingly disparate tasks into a way that gives them order.

Are you still making some of these mistakes?