taskbridge tips: project engineer edition
As a Project Engineer (PE), managing multiple projects, deadlines, and resources can be challenging. taskbridge is here to streamline your workflow, enhance project management, and boost productivity. Here are the top four tips to help you maximize your use of taskbridge:
1. Master the Project Details and Scrub Meetings
Review Project Details Thoroughly:
Begin each project by meticulously checking the project details tab. Ensure you have accurate customer information, addresses, and vital notes or documents. This foundation is crucial for avoiding errors and delays.
Prepare Diligently for Scrub Meetings:
Scrub meetings are key to maximizing gross profit and ensuring project accuracy. Use the cost sheet to double-check details with your team. Verify the work of both Inside and Outside sales team members. Before the meeting, review the One Line Diagram, Specs, and Bill of Materials (BOM) to ensure everything is up to date.
2. Optimize the Submittal Stage
Utilize the Project Management Tab Effectively:
During the submittal stage, the project management tab is your go-to tool. Fill out the submittal section accurately, whether you're handling it yourself or coordinating with a submittal coordinator. Use the Submittal Dashboard to monitor start dates, completion times, and when submittals are sent to customers. Set follow-up dates to maintain consistent communication and excellent customer service.
Organize by Submittal Status:
When awaiting drawings or other documents, use the appropriate submittal status (e.g., awaiting drawings) in the Submittal dashboard. This organization helps you keep track of the project's progress and ensures nothing is overlooked.
3. Maintain Comprehensive Document Management and Notes
Store Documents Systematically:
Keep all important documents in the document section of the project. These documents will be referenced multiple times throughout the project, so having them organized and easily accessible via desktop or mobile is essential.
Leverage the Notes Section for Unique Projects:
For projects with unique aspects or special requirements, use the notes section to record critical details. This will be invaluable when the equipment is delivered months later, helping you quickly recall key information.
4. Track Project Dates for Better Oversight
Utilize Your Dashboard for Project Tracking:
Regularly tracking project dates allows you to leverage your dashboard effectively. By keeping an eye on key milestones and deadlines, you can ensure timely progress across all projects. This proactive approach helps identify potential delays early, allowing for adjustments and maintaining project momentum.
Startup Management:
Use the dashboards to forecast startups and conduct site surveys before equipment delivery. This allows for efficient scheduling and preparedness.
Initiate contact with customers after delivery to assist in the installation of equipment. This proactive communication ensures a smooth installation process.
Track project closeouts to stay ahead in completing O&M manuals and warranty registrations on time.
Automate with Pre-filled Documents:
Save time by using automated documents pulled directly from taskbridge. Examples of pre-filled documents include: startup checklist, internal work order document, and closeout packets. This automation simplifies your daily processes and ensures consistency.
By following these top four tips, you can make the most of taskbridge, ensuring your projects run smoothly and efficiently!
“taskbridge is an integral piece in the project engineer toolkit to consistently and efficiently perform for our clients. Now more than ever, projects are moving at a lightning-fast pace and its vital to have information readily available at your fingertips to be able to make decisions and act. taskbridge gives us this information as well as the ability to track projects in ways that keep us in front of our clients’ needs.”