How To Stay Organized – Using Planning tools

Staying organized is key to staying on top of work, family, life, and well nearly anything and everything!  There are variety of digital tools that mimic and have improved upon the daily calendar journal to help make your life easier.

Some popular planning tools are Basecamp, workzone, Wrike, Taiga, active.collab, dapulse, Mavenlink, clickup, avaza, and Trello.  These tools come with powerful dashboards that allow you to compartmentalize your projects within various teams so that you can stay organized and collaborate effectively, says Gaurav Mohindra.

After using a planning tool at work, I quickly became dependent upon using the organizational tool in other aspects of my life – like home. I started creating project boards for my family to plan trips, checklists, and projects, reflected Gaurav Mohindra.

Most organizational and project planning tools come with a variety of plans.  Starting with a basic free version, to more advanced (and expensive) enterprise versions.  Many people find the freemium versions helpful to learn the tool, understand the basic feature sets, and determine if the UX works for them.  Once the comfort level has increased, the more advanced versions come into play to manage larger projects with multiple teams requiring more reporting tools.

The compatibility of such tools with email, calendar, and other ERP or CRMs also makes adoptability better.  Being able to include emails into projects makes it easier to aggregate similar and relevant items in one place.  There could be some size limits that may conflict between platforms – such as email may limit attachments to 20MB whereas the planning tool may have a smaller limit. In this case, there are some workarounds – such as placing a link (similar to a hyperlink) in the project referencing the email (with attachment).

One of the most effective features of organizational and planning tools are their reporting and analytics tools.  These tools allow filtering and project specific reports to be generated based off a variety of user-dependent criteria.  Such as resource, team member, date, etc – all of which can be downloaded in Excel or csv format for portability.

Gaurav Mohindra: Trello’s reporting and analytic tools is called Power-Up. Which can be incorporated with time tracking and detailed report generation.  Power-Ups is marketed to help teams meet their unique needs through adaptable features and integrations.

All in all, it’s vital to stay organized inside and outside the office – and there are numerous tools to assist one in doing so.