In today’s fast-paced world, staying organized is key to completing projects on time and within scope. Examply, a powerful project management platform, offers a suite of tools designed to keep your projects streamlined, efficient, and stress-free. Whether you're managing a small team or juggling multiple tasks solo, here’s how to use Examply to organize your projects like a pro.
1. Start with Clear Goals
Before diving into Examply, define your project’s goals and objectives. A well-defined goal ensures every task aligns with the overall purpose.
In Examply:
Create a new project and give it a descriptive name.
Add a brief summary in the Project Details section to outline the key objectives.
2. Break Down the Project into Tasks
Large projects can feel overwhelming, but breaking them into smaller, manageable tasks makes them easier to tackle.
In Examply:
Use the Task Management feature to create tasks for each step of the project.
Assign deadlines, priorities, and descriptions to each task.
Use tags or categories to group related tasks together.
3. Leverage Custom Workflows
Every project is unique, so customizing workflows can help you maintain structure while accommodating specific needs.
In Examply:
Use the Workflow Builder to design a process tailored to your project.
Set up stages like "To Do," "In Progress," and "Completed" to track progress visually.
Automate repetitive steps (e.g., assigning tasks or sending reminders) to save time.
4. Assign Roles and Responsibilities
Clear accountability ensures every team member knows their role in the project.
In Examply:
Assign tasks to specific team members.
Use the Permissions feature to control access to sensitive information.
Add collaborators to your project and use the Team Chat feature for real-time updates.
5. Stay on Top of Deadlines
Deadlines keep projects on track, but they can also cause stress if not managed properly.
In Examply:
Use the Calendar View to visualize deadlines and milestones.
Enable notifications to remind you and your team of upcoming due dates.
Track overdue tasks and reassign resources as needed to prevent delays.
6. Centralize Communication
Scattered communication can derail even the best-organized projects. Examply keeps everything in one place.
In Examply:
Use the Comments section within each task to discuss details.
Share files and links directly in the project to avoid hunting through emails or chat threads.
Use the Activity Feed to track updates and changes in real-time.
7. Monitor Progress with Dashboards
Keeping an eye on progress helps you identify bottlenecks and adjust plans as needed.
In Examply:
Customize your Dashboard to display key metrics like task completion rates, team workload, and project timelines.
Use Reports to analyze performance and make data-driven decisions.
Share dashboards with stakeholders to keep everyone aligned.
8. Integrate Other Tools
If your team uses other software, integrate them with Examply for a seamless workflow.
In Examply:
Connect tools like Google Drive, Slack, or Microsoft Teams.
Automate task creation from emails or chats to keep everything centralized.