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Consulting project management tools

Evgeniya Ioffe - June 20th 2024 - 4 minutes read

In today’s fast-paced business world, mastering a robust project management tool is essential for optimizing efficiency and teamwork. Enter – a platform designed to transform how you manage projects and collaborate with your team. In this comprehensive, step-by-step guide, we’ll take you from setting up your account through navigating its core features and harnessing advanced automation techniques to bolster your productivity. Prepare to unlock the full potential of your project management capabilities with insights that can turn everyday tasks into coordinated, seamless operations, and discover how to tailor every aspect of to fit your unique business needs.

Account Setup, Definitions, and Basic Configuration

To configure essential settings, start by navigating to the Admin section on Here, you can set up user time-off settings, including public holiday tracking per country and individual. This is done by selecting the appropriate country and province, and then applying it to the respective team members. Additionally, setting company-specific holidays ensures everyone’s schedule is synchronized effectively.

Key terminologies to familiarize yourself with include 'Boards', 'Groups', and 'Items'. Boards are the primary workspaces for managing tasks and projects, such as a 'Projects Overview' board. Groups within boards enable categorization of tasks, like dividing projects into 'Yet-to-Kick-Off', 'Active', and 'On Hold'. Items represent individual tasks or projects within those groups, such as specific deliverables or milestones to be completed.

Initial customization is critical for aligning the platform with your team's workflow. Begin by configuring basic settings such as user roles and permissions to define each member's access level. Next, set notification preferences to ensure that all team members receive the right information at the right time. Customizing these preliminary settings will pave the way for more advanced configurations, which will be covered in subsequent sections.

Navigating core features like Boards, Tasks, Subtasks, and Status tracking within offers a robust framework essential for effective project management. Boards act as your primary workspace where comprehensive project overviews live, providing columns for critical data such as client information and timelines. Practical uses involve segmenting tasks under Groups within these Boards, each depicting different project phases to monitor, streamline, and adjust workflow efficiently. To navigate effectively, ensure that each Group is clearly defined to minimize confusion and maximize insight into project stages.

Tasks are further enhanced by adding Subtasks, refining granularity, and preventing organizational clutter. However, clarity is paramount; therefore, it’s best to avoid an overload of Subtasks to maintain transparency. Best practice suggests linking Subtasks only for complex tasks that genuinely require finer segmentation. The streamlined hierarchical visibility not only aids in better task assignment but also in tracking dependencies accurately, thereby facilitating smoother project execution.

Status tracking is the linchpin that ties these components together, aiding real-time monitoring and quick decision-making. Utilize color-coded indicators to signify task progress, making it easier to spot bottlenecks or delays instantaneously. Consistent updating and reviewing of Status columns should become a key routine, ensuring all team members are on the same page. For best results, set clear guidelines about when and how to update task status, ensuring consistency and reliability. This structured approach consolidates critical project information, promoting transparency and enhancing overall efficiency.

Effective Collaboration and Performance Tools

Communication and Collaboration Tools integrates numerous communication tools, such as real-time notes, comments, and file sharing, to foster effective team collaboration. These tools allow team members to instantly share documents, provide feedback, and keep everyone on the same page. For best practices, it is crucial to utilize threaded comments to maintain context, set up regular check-ins to align on project goals, and use activity feeds to keep track of updates and changes.

Performance Tracking and Visual Tools

Leveraging Gantt charts, calendars, and timelines within can significantly aid in visualizing project progress, pinpointing potential bottlenecks, and making necessary adjustments. To ensure continuous improvement, performance dashboards and KPI tracking tools provide insights into team productivity and project outcomes. By routinely analyzing these metrics, teams can make data-driven decisions to optimize processes and performance.

With a clear understanding of the essential tools, we now delve into advanced automation features that can exponentially enhance project management efficiency.

Advanced Automation and Customization

Advanced automation strategies within elevate project management to a new level. For instance, integration with third-party services like Slack or Gmail through automations ensures that no update goes unnoticed, enhancing team communication. Automations can be set to trigger notifications or status changes based on specific conditions such as the completion of a task or approaching deadlines. This effectively removes the manual effort of keeping the team in the loop. The automations are fully customizable, allows for combinations of triggers and actions, making them tailored to specific team needs.

Customization and template creation further enable fine-tuning of workflows. Templates can be built or altered to fit distinctive project requirements, such as unique onboarding processes or specialized marketing campaigns. Creating tailored templates ensures uniformity across projects while saving time on setup. These templates can incorporate specialized columns, conditional formatting, and pre-set automations to maintain consistency and efficiency.

Advanced customization isn't limited to templates. Users can leverage's robust API to connect with other tools, creating bespoke solutions that fit their exact needs. By doing so, companies can foster a seamless workflow, integrating disparate systems into one coherent platform. This level of customization helps in creating not just a tool, but a holistic ecosystem tailored to the firm's particular operational style and objectives.


In this article, we explore the consulting project management tool and its features. The article covers account setup, basic configuration, and navigation of core features like Boards, Tasks, Subtasks, and Status tracking. It also discusses effective collaboration and performance tools, such as communication and collaboration tools, as well as performance tracking and visual tools. The article concludes with a discussion on advanced automation and customization, including integration with third-party services and the creation of templates. Key takeaways include the importance of customizing settings to align with team workflows, utilizing color-coded indicators for status tracking, and leveraging automation and customization features to enhance project management efficiency.