How To Manage Recurring Projects For Teams Using PM Software

There are several key steps to manage recurring projects for teams using PM software. Every industry has certain tasks that need to be completed regularly. Recurring task management takes a weight off the shoulders of managers and creates a smoother work flow. As a project manager, you should always look for ways to save time and increase consistency with the latest business software products. Schedule recurring tasks in PM software to reduce workplace miscommunications and increase accuracy. Read on to learn how to manage recurring projects for teams using PM software.

Install A PM Solution With Recurring Tasks

To begin, you’ll need to install a project management solution that has a recurring task feature to manage projects. You may already be using a task manager like your email client or a tool your business provides that has a recurring task feature. Email clients often have auto-share features for recurring tasks. Since companies normally have pre-made email indexes, this is often the best option. If you don’t currently have a recurring task feature, find technology ways or software solution with one. Install the software on your computer. These software often have other helpful features and customization tools. In short, you’ll need to install a PM solution that has a recurring task feature to manage your team’s recurring projects.

Identify Your Recurring Projects

Next, identify which tasks are recurring in your project to manage them with PM software. Work that happens on a regular, consistent basis can be categorized as a recurring task. For example, weekly meetings are a great example of a recurring task that PM software schedules on your behalf.  Tasks associated with re-evaluation like reports often qualify as recurring projects. Use best conferencing software to involve your partners in these decisions. You often use recurring tasks to update the company on progress of long term projects and financials. The tasks that recur for your company may vary based on your industry and size. Surely, identify which tasks are recurring in your project to manage them with powerful PM software.

Set Project Frequency

Additionally, you’ll want to set project recurring frequency to manage tasks in PM software effectively. Depending on the positions in your business, you may have tasks that recur as often as daily, or as seldom as yearly. After you identify recurring tasks, analyze them to find out how often they recur for your team. Once you decide how often these projects should occur, input this frequency into your PM software. Customize the PM system to give alerts when it is time to complete a recurring task. Of course, set project recurring frequency to manage tasks in PM software.

Input Task Duration

To continue, input the overall duration of the task to manage recurring project in PM software. Tasks don’t always last for the entire duration of a project. Sometimes, you need to input a shorter overall task duration when organizing a project for your team. You should stay disciplined. For example, you may need weekly updates on budget specifications for the first 3 months of a year long project. Choose either a time duration for a task (10 weeks) or an end date for a task (December 31). Definitely, input the overall duration of a task when managing your recurring project in PM software.

Customize Each Project Deliverable

Further, customize your project deliverable in the PM software to manage recurring tasks. PM software has customizable features, such as categories for each recurring task. In addition, you can arrange recurring tasks on a timeline to effectively visualize where they belong in a process and change the intervals between recurrence. If you need a weekly report done a little early, change that date without disrupting the overall workflow of your team. In summation, customize your project deliverables to manage recurring projects with a PM software.

There are several important steps to manage recurring projects using PM software. First, choose and install a PM software with the recurring task feature. Next, identify the tasks that recur in your organization to input them into the software. Continuing, set how often the project recurs to automate alerts to the team. Then, input how long the task should recur for using your PM software. Further, customize each project deliverable on the recurring task feature to further organize your team’s productivity. The above paragraphs explain how to manage recurring projects for teams using PM software.