taskbridge tips: project manager edition
As a Project Manager, juggling multiple responsibilities can be challenging. From organizing documents and emails to tracking shipment dates and scheduling meetings, staying on top of everything requires effective tools and strategies. taskbridge is designed to simplify your workload and enhance productivity. Here are the top 5 tips to get the most out of taskbridge for your project management needs:
Centralize your Emails and Documents
One of the key features of taskbridge is its ability to organize emails and documents in a central location. This ensures that all project-related information is easily accessible and searchable. Here’s how to make the most of this feature:
Our team of trusted developers can help connect taskbridge to your Outlook account or preferred email platform. Once connected, you can sort emails and link them to your specific projects within taskbridge, resulting in a one-stop-shop for all communication. This feature is particularly beneficial when out of the office, as your teammates can quickly access previous emails to stay informed about any important information.
Our taskbridge tool also features a Documents section that is connected directly to SharePoint. with all documents in one centralized location, teammates can access any important documents needed to manage your projects while away. Whether someone needs to see a quote, purchase order, or sales confirmation, taskbridge provides clear visibility.
Track Shipment Dates and Locations with Precision
Keeping track of shipment dates, locations, addresses, and contacts is crucial for timely project delivery. taskbridge offers robust tracking features to manage these details:
Log shipment dates, tracking numbers, locations, and delivery addresses within your project’s buyout POs in taskbridge. The Buyout PO tab in taskbridge provides visibility for the numerous POs tied to an individual project with in-depth item details for each. With a quick glance, PMs are able to track sales order numbers, estimated ship dates, storage locations and ship-to addresses for each piece of equipment ensuring that they can provide quick customer updates and manage factory reschedules with ease. These records connect to your individual and customizable dashboards, allowing clear visibility to all your purchase orders in one easy-to-read graph.
Maintain Comprehensive Contact Lists
Keeping an organized list of contacts is essential for effective communication. taskbridge allows you to maintain and manage your contacts efficiently:
A centralized contact database stores all your project-related contacts in taskbridge - including relevant details such as phone numbers, email addresses, and company information.
Track your Key Project Meetings
Keep track of your important meetings using the taskbridge technique. This technique involves various meetings with your Inside Sales Estimator, Outside Salesperson, and Project Engineer to ensure all project information is accurate before it reaches you. These meetings include the Project Review, Strategy, Scrub, and Handoff Meeting. taskbridge allows you to track these meetings and their occurrence, ensuring you’re ready to move on to the next project stage confidently.
Utilizing your taskbridge Dashboards
Project Managers, along with other users, can benefit greatly from custom dashboards in taskbridge. These dashboards help track all projects and day-to-day activities, providing a clear and organized view of ongoing tasks. Each dashboard can be fully customized to fit the unique needs of each user.
For example, Project Managers at Nixon Power Services use taskbridge dashboards to track: approved submittals, equipment ship dates, important financial information, jobs to close, and much more. These dashboards also provide significant benefits to managers by offering insights into team performance. Managers can identify which team members are cutting corners or falling behind on their projects, enabling them to address issues proactively. Additionally, managers can assess workload distribution to ensure team members are neither overburdened nor underutilized, thereby improving workplace happiness and efficiency.
taskbridge offers a comprehensive suite of tools designed to enhance project management efficiency and effectiveness. By leveraging these features, project managers can streamline their workflows and ensure best in class customer service.
Embrace the power of taskbridge to elevate your project management skills and drive your projects to success.
“taskbridge revolutionized my role as a Project Manager. It streamlines processes, provides clear direction, and enhances accuracy and visibility in reporting and inventory management, significantly boosting operational efficiency.”