Organizing Project Management Tasks

Project Management System

Businesses in the service industry ultimately fail through their inability to lay out a game plan for completed phases and tasks of a project.  This game plan suffers if most if not every problematic issue isn’t already resolved before moving forward.  The businesses who having projects dialed in have a firm fixed price associated with that project because they have repeated done the project before and have built in the variable costs or issues they may encounter when they perform the project again.

How to use a project management system?

Project management systems vary but we have found that the key elements to a good project management system is the ability for it send to clear and concise emails for a specific task to the client or the team member.

  • Client Receives Emails
    • Updates, inquiries, and completion of tasks
  • Service company receive emails about progress or completion
    • From client
    • From team leaders

Sooo many Emails in a project!!!

Obviously, communication can get muddled when there are so many threads of communications.  Ultimately, returning to the “client portal” for a reviewing or finding an update at specific phases or task is essential to moving the project forward.  The client portal is a website for where one or many projects in our project management system reside.

About Project Management Systems


They are many project management systems out there.  Some are pretty generic, of size fits all approach.  These systems include Asana, Basecamp, etc.  Our project system includes three major components:

  • The project itself
    • The project phases.
      • The tasks in the phases.

Key Aspects to Making the Project Management System Work

  • Organize your thoughts into specific tasks.
  • Reign in the conversation if it bleeds out into other tasks and phases.


What does a project management system look like?

See below…


Project Management System

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