Teams | Collaboration | Customer Service | Project Management

The ultimate Kanban project management quick-start guide

Are you struggling to select a project management framework to best fit your team? Are you considering Kanban project management, but need to know more before committing? Hey, you’re not alone. A 2020 Wellington survey showed 61% of respondents usually or always define their project methodology. And even though Kanban project management is considered one of the staple project management methodologies, not everyone knows exactly how it works or its benefits.

How to dramatically improve resource planning across your team

There’s a lot to juggle when a new project kicks off. But with proper resource planning, you put your best foot forward by limiting that chance for things to go wrong. Mapping out the project timeline, assembling the right team, and plotting out the tasks that need to be completed can feel like a headache if there’s no method to your madness.

The 7-step project closure checklist to end on a high note

Starting a project is easy. Set your objectives, create a plan, and execute. But what about project closure? Too often, projects are never formally put to bed. They’re just “sort-of” closed. Small issues are left unresolved, which can come up later as big problems. Don’t worry. We’re not going to let that happen to you. Keep reading to get our 7-step checklist for closing a project the right way (and impressing your boss while you’re at it).

10 project management best practices you MUST know

There's a reason why project managers brood skepticism when you tell them you expect every step of your original project plan to be completed on time and within budget. Even if you follow all of the essential project management best practices, there's still the potential of something going off track. Projects are tough to finish and the PMI Pulse of the Profession survey highlights this challenge.

How to automate reporting with Teamwork and Unito using the Google Sheets Add-On

Reporting is one of the few tasks that touch every role and team in a business. Every single one of us owns, contributes to, or consumes reports—from project progress reports to budgets and everything in between. Because reporting is so ubiquitous, it tends to eat up a ton of resources. A recent Unito survey found that more than a third (37%) of workers spend at least three hours a week on reporting. That adds up quickly. At the same time, there’s no denying the impact of reporting.

9 surefire client retention strategies to keep clients happy

Whether it’s with a bell or a high-five, every business celebrates winning a new client. As for client retention, you typically don't see the same type of fireworks. But that doesn't mean client retention is any less valuable than earning new logos. In reality, several client services businesses will say retaining clients is one of the most essential aspects of growth and profitability. So, what makes up a good client retention rate?