Here's how to maximize your project management tool and achieve greater efficiency and productivity.
Each project management tool offers a wealth of learning materials, yet they’re often overlooked. Taking the time to explore these can significantly improve your workflow.
monday.com: Offers an extensive knowledge base, webinars, and an active community forum.
Asana: Provides an Asana Academy with free training courses.
Trello: Features the Trello Guide and Power-Up tutorials.
Basecamp: Includes detailed FAQs, help guides, and interactive customer support.
Before troubleshooting externally, check these sections—they often have quick answers to common issues.
Every business operates differently, and project management tools are designed with flexibility in mind. Customizing workflows can make your system more efficient.
In monday.com, use automation rules to eliminate repetitive tasks.
Asana allows you to create custom templates for recurring projects.
Trello’s Butler automation feature lets you set up automatic actions based on triggers.
Basecamp enables teams to create custom to-do lists with project-specific details.
To get even more out of your project management tool, consider integrating third-party apps that enhance functionality.
GoProof (for monday.com & Asana): Streamlines creative proofing and feedback directly within your workspace.
Zapier: Connects different apps to automate workflows.
Clockify: Time tracking integration for better productivity monitoring.
Slack: Enables seamless communication within projects.
Everhour: A great tool for tracking billable hours.
Most platforms have dedicated marketplaces. Browse the available apps via the following links: monday.com Marketplace, Asana App Directory, Trello Power-Ups or Basecamp Integrations
As projects grow, clutter can become a challenge. Regularly review and organize your boards, lists, and tasks to maintain a smooth workflow.
You should archive completed tasks and boards to reduce visual clutter, use color coding and labels to prioritize tasks, and set up clear naming conventions to make finding projects easier.
Even the best software is ineffective if your team isn’t using it properly. Training ensures everyone understands the full capabilities of the tool and can use it to its maximum potential.
Schedule Regular Training Sessions: Host onboarding sessions for new team members and refresher courses for existing users.
Encourage Self-Learning: Provide access to knowledge bases, forums, and online courses for team members to explore at their own pace.
Assign Platform Champions: Designate a few experienced users as go-to experts who can answer questions and offer guidance.
Stay Updated on New Features: Software providers regularly release updates and new features—ensure your team stays informed and adapts their workflows accordingly.
Create Standard Operating Procedures (SOPs): Document best practices and guidelines so everyone follows a consistent workflow within the platform.
GoProof is a powerful creative collaboration tool for teams using monday.com and Asana. It simplifies the proofing process by allowing users to collaborate on designs, collect feedback, and approve creative assets without leaving their project management tool. By integrating GoProof, teams can enhance efficiency, reduce email back-and-forth, and ensure projects move smoothly from ideation to completion.
By implementing these tips, you can improve your project management software and boost productivity. Whether you’re a freelancer, a small business, or a large enterprise, using the right tools—like GoProof—can make all the difference in your project’s success.
Browse a list of GoProof integrations into project management tools here: goproof.net/integrations
Some quick wins would be to use built-in resources, automate repetitive tasks, integrate third-party apps, and keep your workspace organized to improve efficiency.
Some of the best apps for project management software include GoProof for creative proofing, Slack for communication, Clockify for time tracking, and Zapier for automation.
Yes! Upgrading your project management tool with extensions and third-party apps can enhance productivity, streamline workflows, and add new features tailored to your team’s needs.
