Teams | Collaboration | Customer Service | Project Management

February 2022

How to craft a work plan to guarantee project success

“What are you working on?” Wait, what happened with our budget? Why’s this late again?” Sound familiar? Most of the time, poor planning is the root of your project management headaches. But if you stick to a work plan, the status of your projects doesn’t have to be a wild guess. This is especially true when you’re juggling multiple, long-term projects with a bunch of different stakeholders. Thing is, poor planning still ranks among the top challenges of PMs today.

Building a project management communication plan: What is it and why you need one

As a project manager, you’re constantly juggling responsibilities like keeping team members focused, creating achievable schedules, task management, project deadlines, wayward stakeholders, and not to mention the overall project management communication plans. Take a breath because it's a challenging role in any organization. Have you ever wondered what sets successful project managers apart from the rest? Are the best just really good at convincing team members to meet project deadlines?

How to Create a Jira Time Tracking Report (Step-By-Step Guide)

Jira is a project management tool that assists software developers with bug tracking, agile project management, issue tracking, workflow, and much more. The tool offers a time tracking feature that helps software developers track time when they work on tasks. Managers can then use the tracked time for real-time reports to understand better how their employees work. In this article, we’ll discuss how to generate a Jira time tracking report.

How to manage scope creep with better project management

Scope creep: It’s an ever-present threat for project teams, a bogeyman lurking behind every decision, threatening to delay or even derail your current project. For project managers, scope creep is especially frustrating. It almost always seems to be due to someone else’s decision — one that’s outside of your control or that you don’t even know about until it’s too late. Yet it’s you, the project manager, that usually gets blamed for any project delays.

The definitive guide to creative project management

Project management is the ultimate tool for disproving all the worst stereotypes about creative teams. It helps us to be immaculately organized. It makes our work more quantifiable. The reality is that many creative people are great organizers and communicators and can work in simpatico with non-creative clients. But project management goes further by systemically enabling a clear and organized approach to work.

8 Best Software Tools for Marketing Project Management

As a marketing project manager, your time means everything. But between balancing client projects and collaborating with team members, managing your time isn’t always easy. How can you prioritize tasks when your to-do list is longer than the hours you have in a day? How can you make sure deliverables are ready on time? The truth is, without a system and some solid tools in place, juggling responsibilities can feel like an uphill battle.

How To Track and Manage Employee OKRs

Supporting your employees nowadays is crucial to the business. Helping them meet work goals and objectives can provide better work satisfaction and ultimately benefit the business in its general success. Tracking and managing employee OKRs is a great way to see visible improvements for all your staff members. Every employee plays a key role in the organization, from those who sit on your reception desk to your managing directors.

Asana vs Trello vs Nifty: which one to choose in 2022

Asana, Trello, and Nifty are all project management tools built to facilitate workflow management and increase productivity by organizing and prioritizing tasks in a project. However, that is the most basic feature of these three tools that is actually necessary for every project management tool to offer. In this post, we would make a comparison between Asana Vs Trello Vs Nifty so that you would know which one suits your project management needs regarding your budget.

OneDesk - Creating & Sharing Work Views

Learn how to organize and view your data with custom work views and share them within your organization. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Why project managers need to embrace the 'joy of being wrong' for successful decision-making

Successful project managers bring to the table stellar technical expertise and team-handling competence. These attributes together with other beneficial behaviors help them in strategic decision-making whenever needed. A frequently-overlooked aspect for this kind of decision is its authenticity. A decision derives its authenticity from the decision-makers' awareness of their own limitations and willingness to admit to them.

32 Best Agency Tools To Grow Business in 2022

Looking to use the best agency tools to increase productivity and save time in your agency? Regardless of the size and niche of your agency, agency tools can significantly facilitate doing your daily tasks and stay in better alignment with your team members. Here in this post, we will discover the top 30 best agency tools and see why your agency needs them.

13 Slack project management integrations that optimize agency productivity

At its simplest, Slack is a channel-based chat tool that many agencies and client services teams use to discuss issues in real-time. Instead of relying on buried email threads, phone calls, or carrier pigeons, Slack has become a popular tool for one-to-one business messaging, private group chat, voice and video calls, and inter-business collaboration via Slack Connect.

OneDesk - Views Management

Learn how to configure and manage your work views panel, including reordering or renaming system views, setting default views and sharing custom views. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

CIO Classified: How to create a great employee experience

With technological innovation accelerating faster than ever—and the pandemic entering a new phase—CIOs have never faced more uncertainty and complexity. That’s why we’ve partnered with Caspian Studios to sponsor Season 3 of the CIO Classified podcast. CIO Classified is a podcast for CIOs, decision-makers, and technology leaders that want to push their business forward and stay on the cutting edge.

10 tough project management challenges for client services teams (and helpful solutions)

You don’t have to be a project manager to experience the challenges that come with handling projects from start to finish. Owners and agency leaders, like you, run into project management challenges on a regular. And it doesn’t matter if you’re large enough to have in-house project managers or handle those functions yourself. Things happen – projects run off course, over budget, or exhaust your most valuable resources.

5 Time Management Techniques to Boost Productivity | Scoro

Despite the surprising amount of lost time during working hours, and the simple methods which can save it (just 10 minutes of planning your day can save 2 hours of wasted time), around four fifths of employees still don’t use any form of time management system. Time is a precious resource in modern business, but there is a plethora of time management techniques out there, so choosing which one to use can be overwhelming.

How to Make a Burndown Chart in Excel

Looking to create a burndown chart in Excel? In this article, we will walk you through the concept of a burndown chart, the types of burndown charts, and how to make a burndown chart in Excel. Burndown chart is used by agile project managers to track their projects. This makes it easy to determine, whether things are going according to plan and if you’ll be able to meet your deadline and reach your objective.

Manage & Customize Views in OneDesk

Views in OneDesk allow you to group and organize your data based on your specified criteria and within a variety of layouts and better overall plan and prioritize your work. For example, see a hierarchical view of unassigned tickets, assign tasks to users on a Kanban board, group projects by customer and much more. OneDesk’s robust customization options allow for a huge variety of possibilities to fit your company’s needs. Keep reading to learn more about managing views in OneDesk.

February 2022 Version Update: Improved Financial Reporting | Scoro

We take great pride in Scoro’s reporting capabilities. Our February update is all about tweaking our financial reporting features by adding flexibility and providing you with more accurate financial information anytime you should need it. Here’s what’s new in Scoro.

How to Comment on A PDF (The Nifty Way)

Looking to learn how to comment on a pdf? Have you ever been in a situation where you had no idea what your boss meant when they said they left a few comments on a document? Or perhaps you’ve been in a team project and wondered whether it would be better to send an email rather than commenting on the document simply. Don’t worry; it has happened to the best of us.

Configure Bitrix24.BI Analytics

Bitrix24.BI-Analytics is a new tool that allows you to use leading analytical packages to create reports in Bitrix24. Build PowerBI or Data Studio reports based on the CRM data (leads, deals, conversions, etc.) inside your Bitrix24 account (Bitrix24.BI-Analytics explained). Connect your analytics system and transfer data from Bitrix24. Then create a report in Microsoft Power BI or Google Data Studio, post it in your account and share it with your team.

How to Effectively Manage the Workload of Your Employees

Poor workload management can seriously impact your business’s success. For starters, it can cause frequent employee burnout, which results in reduced productivity, low quality work, and a high turnover rate. It can also cause inefficient resource utilization, affecting your bottom line in the long run. So how to manage workload of employees efficiently and minimize such issues?

The ultimate guide to SEO project management for digital agencies

Search engine optimization (SEO) can be one of the biggest contributing factors to online success. There's a reason why SEO is one of the most sought-after services by businesses and has an expected $83.7 billion market reach by 2025. If you appear higher in search results of a competitive keyword, you get more site visits. And increased site visits expand brand awareness, boost credibility, and lead to more conversions. A well-planned SEO campaign is your best chance of getting to No.

Level up cross-team collaboration: Say hello to Asana Flow

At Asana, we’re all about making cross-team collaboration seamless. Today, we’re excited to introduce Asana Flow, a suite of new features powered by the Asana Work Graph data model and purpose-built to drive effortless coordination for individuals, teams, and organizations.

Explore new world-class workflows: Introducing templates built by Discovery Inc., ClassPass, Awin, and City of Providence

When done right, workflows provide the clarity cross-functional teams need to reach their goals faster. Today, we’re making it even easier for you to visualize and build automated workflows. As a key part of Asana Flow, we’re thrilled to share a slew of new and customizable workflow templates created in collaboration with leading organizations around the world.

Creating movement in a workflow (part 3 of 3)

Once the foundation of your workflow is in place, how do you add the handoffs and automation that bring it to life? How do you get your workflow to...well...flow? The Workflow Builder helps you visualize how Asana's features come together to create a seamless flow of work. This is the third video in a three-part series.

The 13 best project management apps for Microsoft Teams

Over the past several years, Microsoft Teams has burst onto the scene as a powerful (and powerfully integrated) collaboration platform within Microsoft 365. Companies already paying for Office 365 or Microsoft 365 gain access to the app for no additional cost, and it’s exceptionally well integrated with the rest of the Microsoft 365 suite.

Why Monday Sucks (and how to make it better!)

We agree that Monday sucks! But we are here to see why Monday as the project management tool also sucks. The notion of using the top agency tools for your business is to facilitate your tasks and not complicate them at all. So, what is the point in using a tool that you know it sucks? Here in this post, we will go through every detail to see why Monday sucks and what the best alternative is.

Scoro comes in hot to hit a top ten spot in G2's 2022 Best Software Awards

We’re absolutely thrilled to announce that G2 – the world’s leading software review platform – has named Scoro as one of the top ten Best Project Management Products for 2022. Coming 8th in the Best Project Management Products category is a proud moment for us here at Scoro as these awards are decided by software buyers on the world’s largest and most trusted software marketplace – used by more than 60 million buyers each year.

OneDesk - Messaging Centre and Automated Messages

The OneDesk messaging centre is where you can go to view your automated messages and edit what they say, enable/disable messages, view attached automations, and more. Learn the various features of the messaging centre in this video. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Kick repetitive tasks to the curb and save time with the Teamwork Automations Engine

No matter how you slice or dice it, project managers encounter plenty of repetitive work when handling their various projects and tasks. With so much time tied up in manual processes, task management quickly turns into a task of its own. Whether it’s recreating tasks or reassigning duties, projects with similar structures, teams, or timelines require a lot of duplicate actions. But you shouldn’t have to spend that excess time on duplicate work!

Why Project Tracking Is Essential in Team Success

Handling a project will be all too easy if you only have a handful of tasks and people to handle. However, as the tasks grow and undergo certain processes with different people involved, handling a project can be tricky. This is where project tracking comes in. Project tracking will help you streamline processes so you’ll know what tasks are precedent to another. And helping you prioritize one over the other.

11 powerful project management integrations for your HubSpot CRM

HubSpot is a powerful CRM and suite of digital marketing tools that thousands of companies use to coordinate their digital marketing and customer relationship efforts. It’s a highly versatile platform, but of course, it doesn’t do everything your business needs to do. Many of the other tools you rely on (project management software, for one) need to access information within HubSpot or interact with it in some way.

OneDesk - Bot Responses and Settings

You can set up your company bot in OneDesk to have a different name, logo, and greeter display, as well as send out messaged automatically through workflow automations. Learn how to access and change these settings in this video. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Top 15 Teamwork Alternatives

Teamwork is a project management software that has its own disadvantages and limitations which make its users look for Teamwork alternatives. As a project manager, you should find the best project management tool that meets all the needs of your team. Here in this post, we will see why it is necessary to use a project management tool. Then, we will take a brief look at the disadvantages of Teamwork and finally introduce the top 15 Teamwork alternatives.

OneDesk - Getting Started with Automations

Workflow automations are a powerful tool inside OneDesk. Learn how to access automations for your tickets and tasks, as well as examples of what can be done with automations in this video. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Multiple Services on a Single OneDesk Account

If your company manages multiple services, brands, or a variety of departments each with different workflows, branding or websites, it is important to be sure your clients are receiving properly tailored support. On the other hand, you’ll want your agents to have centralized communication and a streamlined workflow to manage tickets and tasks, even across brands. Luckily, OneDesk’s robust customization options allow companies of all kinds to to set up their apps to best fit their needs.

OneDesk - Auto Routing

Auto routing can be achieved easily and efficiently with OneDesk's workflow automations. Learn how to automatically assign incoming tickets by round-robin, as well as how to route tickets received from a specific customer in this video. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.