Teams | Collaboration | Customer Service | Project Management

I’ve seen so many leaders try to manage their growth using basic spreadsheets. It’s the logical starting point: it’s familiar, accessible, and you can build a functional-looking plan in no time. The problem is that a plan that looks organized isn't the same as one that actually scales. What works for a small group quickly falls apart the moment the team starts to grow and the complexity kicks in.

Every operations leader I know has the same Monday morning ritual. You open your inbox, find three new project requests, and immediately start wondering: do we actually have the people to deliver this? That's not a scheduling problem. It's a workforce capacity planning problem. And it's the difference between confidently saying "yes, we can start next week" and crossing your fingers that nobody burns out before the deadline.

In this March 2026 product update, we're shining a spotlight on the latest and greatest Teamwork.com features. From a new project manager and personal assistant to take the burden off your most cumbersome tasks, to Custom Items and a fresh view transforming the way you work, it's all here.

Sprint planning tools: Summary & key takeaways Sprint planning tools are apps that help you turn a backlog into a committed sprint plan, then track delivery with boards, capacity signals, and sprint reporting. In this guide, I’m comparing eight popular sprint planning tools, including where each one shines, where it gets in the way, and which teams I’d actually put it in front of.

Agency resource management: Summary & key takeaways If you run an agency long enough, you learn this the hard way. Resource problems rarely look like resource problems. They show up as missed deadlines. As small client requests that quietly take over the week. Resource management is not a spreadsheet task. It is a system for how your agency runs. When it works, delivery feels calm, clients get what they were promised, and leadership can plan ahead with confidence.

If you’ve ever staffed a project thinking, we’ll figure it out, you already know why forecasting matters. Forecasting isn’t just math. It’s the difference between protecting your margin and quietly losing it. It’s the difference between a smooth delivery week and a last-minute scramble for people you don’t have. This list covers broad business forecasting software options, but I’m reviewing them through a project delivery lens.

IT resource management: Summary & key takeaways If you have ever staffed an IT project because everyone looks free next month, you probably know how that plays out. A critical ticket appears, pre-sales needs help for a day, calendars fill up with meetings, and the plan that felt solid on Monday starts to fall apart by Thursday afternoon. That is why I treat IT resource management as an operating system, not a one-time staffing task.

Project scope management: Summary & key takeaways Project scope management is what keeps a project honest. It defines exactly what will be delivered, sets clear boundaries around the work, gains agreement from stakeholders, and controls changes so the project does not quietly grow beyond what was promised. In this guide, I will show you the key documents that hold scope together, including the scope statement, Work Breakdown Structure (WBS), and scope baseline.

Utilization rate: Summary & key takeaways Utilization rate is one of the most important metrics in professional services. But it’s often misunderstood. At its core, it shows how much of your team’s available time is spent on billable work. Get it right, and you have a clear view of revenue potential, team capacity, and operational health. Get it wrong, and you risk missed revenue, delivery delays, or team burnout.

Accurate billing is essential to running a healthy services business. But when teams grow, projects diversify, and client agreements vary, managing billable rates can quickly become complex. That’s why we’re excited to introduce two powerful new billable rate types in Teamwork.com: Role Rates and Client Role Rates.