If you have already found the project management software that will fulfill all of your business needs then you have taken the initial steps in making your business run a whole lot smoother with a lot less stress. Just choosing software however does not automatically change anything. There are a number of things that must be done to keep things running smoothly and to maintain it.

The first thing that needs done is quite simple, but an absolutely crucial step; you must install the project management software if it is not web-based. If this was a program that contains an actual cd-rom then you need to put it into the drive and follow the instructions. If this is a downloadable version then download the program onto your computer and follow any instructions listed to ensure it is downloaded correctly.

Project Management Software for Task Tracking

How long it takes from here to get everything input depends on the size of your company as well as the number of people you have to help you input the data. Since most programs don’t rely on all the information to be complete in one section before the next one can be filled out it is easy to have a whole department working on it simultaneously, or at least one or two other people. The more people you have working on it, the faster it will get completed and the quicker you can increase your efficiency in the workplace.

The next few steps are in no real order; it just depends on what is the primary focus for your project management software. If you want to organize your clients, then have that be the main focus. If you want to stop juggling all of your calendars, do that first. The choice is up to you, but remember it all has to get into the system at some point.

Client Management

While client management has a lot of fields that need filled in, perhaps the most time consuming part will be the task manager. In this area you will be able to prioritize all of the different projects and what not that you have clogging up your calendar. It may take some time to break everything down to figure out which one ranks higher than others. It’s probably best to save this until all the calendar items have been entered so that you can have a better idea of everything else that is going on at the same time.

Make sure that everyone that is entering the data into the project management software takes their time so that it is input correctly the first time. It is very easy to change things if necessary, but it makes things so much easier if it is done correctly the first time. It only takes a few more minutes to double check the information as you enter it. It may be especially important if you have two clients that have very similar names. You would hate to have a meeting scheduled and bring information for another project you’re working on instead of the client you’re meeting with because of a mistake that takes only seconds to fix.