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A Project Management Tool for Teams That You Didn’t Know Existed

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A Project Management Tool for Teams That You Didn’t Know Existed

Some of the first problems busy freelancers & entrepreneurs run into is a time management crunch. As they take on more work, job tracking the tasks for each client becomes more demanding. Having a centralized hub to communicate and share files with team members quickly becomes a necessity when you get busy: it’s deciding the best project management software to use that stops most people in dead their tracks.

Managing Multiple Jobs and Virtual Team Members

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Project Management Software Viewpath with Gantt Chart

    So how do you manage multiple jobs with many other team members that need access to client information and files? A great tool to start with is Viewpath. Viewpath is an online project management software with a free edition that does not expire. This powerful program does not get enough time in the spotlight and deserves a long overdue introduction. This writer uses it every day.

    Though the free version has some limitations it’s a great place to start and see if you can actually get your process down to repeatable steps. Getting your brain down on paper can be very revealing. You can expect to change your process many times as you grow. The experience will also show you what good project management software is capable of without making you rush through the process so you can learn and try at your own pace.

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    With all team members on board it’s easy to track which tasks are on time and late with simple red dots marking the late tasks. Extending due dates or moving project start dates can be done by dragging the project visually or entering the desired date into the correct task.

    Project Management Software Viewpath with project open

      This all ties in nicely with the resource management aspect in the Gantt chart where you can take a quick peek at who is overbooked and who can accept more work. You can create unlimited projects and invite unlimited guests. “Guests” will be your virtual team members and can view tasks that have been assigned to them within a project to access files, mark them complete or a percentage complete, as well as add notes and links.

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      Project Management for Beginners

      Project Management Software Viewpath with timeline

        The beauty of starting with project management software early in the game is that you can get an idea of how much time it takes just to outline jobs and track progress so that you aren’t surprised by it later. You might even find that you dislike this aspect of the work and, knowing that, will help you hire the right kind of people later on down the road.

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        If you are new to project management software there are a few things you should know. These programs are big. They may look simple but they are capable of running hundreds of jobs and tracking hundreds of employees. There is a template creation process, reporting function, separate views, multiple categories and personal logins.

        Being big means they can grow with you but they also require more attention at the start. Many freelancers dive in and find out quickly that to truly utilize all the functions it takes hours of learning and even more time planning. This time investment may feel like a turn off at first but asking hard questions only streamlines the process for later. Of course there is always the option of using it for the tasks you need immediately and learning as you go but don’t expect a quick “end” to the learning curve.

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        15 Hacks for Viewpath That Will Save You Time:

        1. When selecting multiple rows at a time, hold shift and don’t click inside the check boxes—click to the left to make a large selection.
        2. You can change multiple dates or resource names at once by selecting all the lines you want and jut typing the first letter of the name or the date.
        3. Confused about making templates? Just create a job, create all the tasks and the next time you want to create a similar job, just choose to “create from existing” job instead of the template option.
        4. The time-tracking clock does not work in free edition so stop clicking it.
        5. Missing a job? You probably closed the tab. Go home, then to the project tab and double click it.
        6. Archiving jobs is better than deleting.
        7. Resources not showing up on a job? Go to a different job with resources in it, select them all, click edit copy and then edit paste into new job.
        8. The little arrows move around everything you select, not just one task. Make sure only one task is selected and then place it in the hierarchy.
        9. Don’t skip the tutorial. It’s super simple and takes about 3 minutes.
        10. Tasks showing but can’t find them on the timeline? Check your year in the date column. Sometimes jobs get entered in for the wrong year and poof! They disappear.
        11. “Duration” means how many days or hours you will let someone attempt to complete the task. “work” is how long you expect them to take and can be found in the dropdown menu of each header.
        12. The home screen requires you hit the continue button in the middle of the screen before revealing the program when you first log in. Yes you are in the right place.
        13. The free version does not expire but if you don’t login for over 4 months you may not have an account when you come back.
        14. If you indent a task (move it to the right with an arrow key) the task above it will become a bold header. You can’t mark headers complete. They will become complete when all the tasks under them have been completed.
        15. Create a task at the end of each project that says “ready for billing”, if the billing date goes past due it serves as a nice reminder.

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        Last Updated on January 13, 2022

        How to Use Travel Time Effectively

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        How to Use Travel Time Effectively

        Most of us associate travel and time with what we’re going to do one we get to our destination. Planning and mapping out what to do once you arrive can certainly make for a more pleasurable vacation, but there are things you can do while you are on your way that can make it even better.

        Sure, you can plan for the things you’re going to do on your vacation while you are travelling en route – but what about making use of that time for other things that you don’t usually do when you’re at home? You don’t need to have your gadgets with you to do it, and you can really connect with yourself if you take the time to manage your life while heading towards your vacation destination.

        Here are some great tips to help you with your time management while you travel, some of which are more conventional than others. Nonetheless, you can find out what works best for you and apply them accordingly depending on when and how you are travelling.

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        1. Take Your Time Getting There

        As I write this, I’m on a flight to San Francisco. Flying is the fastest way to get from place to place, and for many people it’s really the only way to travel.

        But I’ve often taken the train or ferry on trips so that I have extra time without distraction to get more done. I’m not worrying about navigation or lack of space to do what I want to do. Instead I’m able to focus on getting stuff done during the time I’ve got without feeling rushed. For example, when I took the train from Vancouver to Portland, it was an eight hour trip and I managed to get a ton of writing done and closed a lot of open loops. It also was less expensive than flying, which was a bonus.

        Sometimes taking the long way to get somewhere on vacation can be the best thing for you to get somewhere with your life.

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        2. Go Gadget-Free

        This is going to be a tough one for a lot of you. But why do you need to bring your gadgets with you when you go on vacation? It isn’t be a bad idea to leave all but one of them behind, and only pull out that one when you absolutely need to do so. In some countries, you’d be wise to be discreet with them anyway since flaunting them in front of those that are less fortunate than you isn’t a good practice. While it may not seem like flaunting to you, in different cultures it can definitely come across that way.

        If you can’t go gadget-free, then at least go Internet-free. If you use a task management app that requires syncing across your multiple devices to be effective, remember that if you only have the one device with you then it can be the “master device” for the time being and will store your data locally anyway. Just sync up when you get home.

        3. Reflect and Prepare

        Finally, going on any sort of excursion gives you the perfect opportunity to reflect on where you’ve been. The fact you have removed yourself from where you usually are can give you a perspective that you simply can’t get when you’re at home. You may want to journal your thoughts during this time – and by taking more time to get to your destination you’ll have more time to dig deeper into it.

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        After a period of reflection – however long that happens to be – you can then begin to not only prepare for the rest of your travels, you can prepare for the rest of what happens afterward. The reflection period is important, though. You need to really know where you’ve been in order to properly look at where you want to be. Time away from things gives you that chance.

        Conclusion

        Traveling isn’t always about where you’re going and how quickly you can get there. In fact, it’s rarely about that at all.

        More often it’s where you’re at in your head that will dictate how much you benefit from traveling. So don’t just go somewhere fast. Instead, take your time on the way there and take the time to connect with not only where you are but who are while you’re there.

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        If you do that, you’ll have a better chance to be who you want to be when you leave.

        Featured photo credit: bruce mars via unsplash.com

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