Tips & Tricks

5 Tips to Organize Your Projects Online

January 20, 2022

If you have several projects going on at once, take a look at our top five tips on how to best organize your projects online for improved collaboration, seamless management and better focus!

1. Set Clear Goals and Expectations

With any new project, you need to figure out what your goals are and how you’ll reach them. What is it you’re trying to accomplish? Are you trying to reach a specific target number or audience? What are the requirements for this project?

Discuss with your team (and your client) what the expectations are. When everyone’s on the same page, it makes project management that much easier.

2. Develop a Project Plan

Now that you understand what needs to happen, it’s time to get started, right? Wrong. Going in recklessly will only cause problems down the road. Files go missing, passwords are forgotten, steps get skipped…the list goes on.

Sit down and take the time to develop a project plan that your team can follow along with. In a shareable document, add the steps needed to complete the project, expected deadlines, the resources needed, and any other valuable information that will get this project rolling. This document will be a great referral to see the progress that’s been made, and what you need to work on still.

3. Create a Dedicated & Shareable Space  

Speaking of shareable documents, don’t forget to create a dedicated space onlinewhere you keep all assets, content, credentials and key knowledge relating to a project well-organized. Teams get frustrated when they can easily find or have access to the right tools or information. In fact, 60% of US office workers say that authentication processes have stopped them from doing their work.

By utilizing a centralized shareable space, everyone will have a single place where everything they need can be found. After all, if there’s anything that technology has taught us, it’s that our digital life should be fast and simple.

4. Invite your Team(s) to a Group Chat

It seems harmless to ask a simple question to your coworker. Where’s the document located? Can I get clarity on this task? Eventually, pieces of the project get discussed in various places, and too many chats of information can feel like a game of telephones.

Set up a group chat with your team where you can discuss the project at hand. Better yet, in addition to a general group chat for general topics relating to the project, create a dedicated chat channel for each crucial part of the project, to keep discussions focused and easier to navigate. Make sure you use a business chat service that’s secure, easy to customize and that works well alongside the centralized content space we just mentioned above. With streamlined communication, your team can be better prepared and focus more on what needs accomplished.

5. Assess Problems Immediately

You’re more or less guaranteed to run into some kind of problem along the way. All projects do.. Rather than sweeping it under the rug, or waiting to address all of the issues later, assess it now

Make sure everyone is encouraged to bring up issues they run into and discuss the solutions as a team. That way, everyone gets access to the important information needed to solve such issues, problems aren’t allowed to pile up and cause general frustration, and you ensure a more long term outcome of the work you put in. One way to open up for this kind of communication and problem solving? A dedicated chat channel focused solely on this together with a shareable place to store all documentation relating to it for easy access. 

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