Have you ever been grocery shopping without a list? Despite going in with the best of intentions, you may forget certain necessities, instead overloading on items that you really don’t need.
Professional projects can be equally chaotic if they’re not properly planned. That’s why creating a project management workflow is so important. Discover our five simple steps for implementing one today — plus how Jotform can help.
Why use a project management workflow
Think of every new project as a complex language your team needs to learn and decode. Without the right tools or methods, this could be a lengthy process that’s rife with miscommunication.
But by providing a clear set of rules to follow, your organization can benefit from
- Improved productivity and efficiency: Team members are less likely to miss steps or perform unnecessary tasks that impede maximum productivity. This keeps projects on schedule and on budget.
- Better collaboration and accountability: Everyone can see who’s working on what and where they are in the project, increasing each person’s accountability for their part in the process.
- Greater transparency: Key information is centralized within workflows, leading to greater operational efficiencies and reducing the time needed for team members to seek information.
5 steps to create a project management workflow
While every project requires a unique set of skills, there are some basic steps involved in building a project management workflow:
- Set project goals: Think about what you want this project to accomplish. Are you hoping to increase product sales? Boost brand awareness? Overhaul internal productivity? Decide on these and work backwards.
- Gather project data: No detail is too small to take note of. Consider items such as physical assets, tools, people, and any other elements that will impact the project.
- Create a workflow diagram: Use that data to build the workflow diagram. This is a visual representation of the work that your team needs to complete and should be easily editable.
- Get team member support: Once you’ve created the diagram, it’s time to get everyone on board. Share it with team members so they have the opportunity to offer suggestions and give their approval.
- Adopt the right software: With the right technology, you can automate workflows to make projects run more smoothly and efficiently.
Streamline project management with Jotform
With a variety of pre-generated templates to choose from, Jotform Workflows make organization and project management simple, so you can track progress, record timescales and monitor employee tasks.
Then, organize and analyze this data with Jotform Tables. Because when teams are more organized, everybody wins. Start using Jotform for free today.
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