Looking for the best project management tool for your app is not a walk in the park. You need to consider multiple factors and undertake a meticulous acquisition process.

To help you make the entire process easy, we offer you this 8-step-guide on choosing the best project management tool for your team.

Following these steps will ensure that you’d choose the best project management tool for your unique business needs.

You Should Prioritize the Following Features When Looking for a Project Management Tool

We got you covered if you’re new to the field and you have no idea whatsoever as to the core features that a project management tool app should possess. A superb project management tool would have the following features:

1. Task Tracker

A project management tool will make it easy for you to track all active and inactive projects that you’re handling. It will give you quick insights on tasks or projects that need to be boosted or closely monitored. It will streamline project monitoring.

2. Task Assigner

Task assigning should be a breeze if you’re using a good project management tool. It should be quick and efficient for you to assign team members to different tasks and assignments. It should also be easy for you to assign parent projects and child projects to different departments.

3. Document Sharing

File sharing should be convenient and hassle-free if you’re using a good project management tool.

4. Collaboration

Working with multiple people and teams should be a walk in the park if you’re using a solid project management tool. It should be easy for you to tag, message, and notify members and teams.

5. Automation

A good project management tool will allow you to automate tasks. Task automation is the next frontier when it comes to project management because it will remove the need for you to always start from scratch and set reminders for every project.

Automation will easily allow you to create a project framework and instantly start new projects with no fuss.

10 Steps to Choosing the Best Project Management Tool for Your Team

Step #1: Know Your Needs

Do you know your needs? If you have no idea whatsoever on what project management tool can work well with your daily workflow, you should start with your common operation problems and concerns.

Do you have a hard time communicating with your team? Are delays common? Do team members feel overloaded with work? Are people complaining about too many meetings? List all such concerns and start from there.

Step #2: Research Your Options

Once you’ve listed all the features that your team needs after figuring out common problems and concerns, it’s time to look for your options.

You can be overwhelmed with the number of apps to choose from but your personal list of preferred features will make it easy for you to limit your options.

To get an insight on top options, you should dedicate time reading software review websites. You should also ask colleagues for recommendations.

If you’re looking for a project management tool that can cater to numerous teams that work remotely, you should check out WorkSavi.

Step #3: Trial Run Your Chosen App

All project management tools can be tried for free. If one doesn’t offer any, you can simply request one. Some can be tested just for days while some can be tested for weeks. It’s best for test runs to be done in small pilot groups.

All members should have different positions and tasks in your team to give you a chance to get a full perspective on how the app will be. It’s also ideal if you could assign a real project for this small pilot group.

It’s only through it that you’d be able to truly assess if the project management tool can help you successfully finish a project. Don’t forget to have your pilot group test the app’s customer service.

A good project management tool should be able to provide accessible customer assistance.

Step #4: Get Feedback From Everyone

Have your small pilot group evaluate the entire test run. Assess if the experience was able to solve your common workflow problems and concerns.

Step #5: Cost Evaluation

Once you’ve assessed that a project management tool is a perfect fit for your team, you should then proceed with budgeting. How much budget is set for the purchase?

Can your budget afford your chosen app? Will you pay on a monthly or an annual basis? You should be able to determine if you will subscribe on a per-user basis or not.

You should also decide if you will commit for the long run or will only limit your team to a three-month trial period.

Step #6: Implement the App

Upon successful purchase, you can then deploy the app for everyone in your team. Your implementation plan should include the following: a definite timeline, a training period, experienced representatives, and key integrations.

Step #7: Evaluate the Entire Purchase Process

Once deployed, you should then take time to review the entire process. Review periods and crossroads that were challenging for you.

Take note of issues and concerns that caused delays and blockages. Taking note of such will help you in improving steps for future acquisitions for your team.

Step #8: Regular Check-Ins

You should dedicate time for regular check-ins with your team. You should ask them to evaluate their experience. Inquire as to aspects that they wish to improve. Ask everyone for their feedback and suggestions.

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