Best Project Management Tools & Apps for Small Businesses | QuickBooks Canada - Recommended articles
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Introducing QuickBooks Projects: An Easy Way to Track Your Projects - QuickBooks
Project management apps can help deliver a project from estimate to invoice, streamlining the process along the way. More importantly, the best project management apps foster long-lasting relationships with repeat clients that bring new business through word of mouth.
Here are some of the features to look for in project management apps:. Here are some helpful project management apps that connect seamlessly to QuickBooks:. Project management apps are designed to deliver your projects successfully, from start to finish.
With the right app, you can return to the heart of your business: client relationships. Learn more about project management apps at the QuickBooks Apps Store.
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Though the time entry system works well, is it the best solution for accounting firms? QuickBooks system calls itself a workflow solution but was really designed with payroll processing in mind.
The main features touted by the program include a reduction of manual time entry by your payroll staff and the ability to schedule employee shifts. Within the time tracking system, QuickBooks allows you to create a project with multiple tasks and assign the tasks to your team members. This sounds nice, but as an accountant, most of your projects are similar and require the same tasks to complete.
The accounting part of QuickBooks was obviously built with accountants in mind, but the project management tool was built to appeal to all types of businesses. There are no premade templates for accounting-related projects in QuickBooks. The system also lacks a dashboard that allows you to look at all of your projects at once, and it does not include a way to review all the tasks assigned to your team members.
Jetpack Workflow yes, we are a bit biased! Jetpack Workflow also gives owners and their employees the ability to quickly setup 1 off and recurring jobs across hundreds or thousands of clients within minutes, as well as a full workflow template library. We love our system that goes without saying , but we more so love what our customers have to say about our platform. We regularly receive feedback about how our clients save time and grow after implementing Jetpack Workflow for their firms.
Our goal in creating Jetpack Workflow was to make workflow management for accountants a reality. Now I rest easy as I know exactly what deadlines are coming up. We free up your mental energy for the accounting tasks at hand!
These are the top project management software features you should look for:. Project management software can also double as a time management programme for smaller businesses that might not have timesheets set up. Project management software should be easy to use and offer a quick learning curve to master. If you find the interface confusing or complicated it could waste more time than it saves, and lead to frustration. The best project tracking software will offer a 30 day free trial so you can see the interface for yourself and practise using it before committing.
A project planning app should work seamlessly with other programmes your business uses day-to-day. Multi-app syncing makes it easy to cover all your business processes with fewer gadgets. Remote workers, mobile workers, and in-house teams — in the 21st century all types of workers use their smartphones to keep on top of workloads.
App integration will enable your team to access their project activity feed whenever they need it, and from wherever they are. Mobile apps are perfect for keeping your team connected while accessing real-time updates.
This feature enables you to assign tasks to team members at the click of a button. The app will send notifications to them via the app while providing them with all the documents they will need to complete their assigned responsibilities. Easily reassign last-minute tasks to ensure all parts of a project are completed. Instant messaging for business enables your team to stay in touch with each other regarding work tasks.
A project management system should always offer collaboration tools such as a chat feed. Reporting functions are always important as they can provide a clear overview and business insights to help you improve processes. Seeing as there are multiple people that work within your business or make up a project team, project management software solutions should offer multi-access and unlimited users. How can you effectively conduct work management of your team when not everyone can access the software in question?
In this day and age, cloud-based project management has become a necessary part of the role. Now that you know what project management software features to look out for, you can shop around for the best apps on the market. When it comes to small businesses, these are some of the top project management apps available in Canada today:.
Our software allows you to track time, delegate actionable, chat with your team, create live reports, and so much more, all through our intuitive interface for desktop and mobile applications. The QuickBooks time tracking app can improve payroll, profitability, and productivity while saving you time and helping to integrate remote and mobile workers. Asana enables you to map out every step of a project and organize all the details in one place.
The intuitive interface lets you create to-do lists, drag and drop tasks and assign tasks to team members. These visualization tools work much like Kanban boards, which are project management tools that help visualize the workload and workflow using cards and graphs for improved efficiency.
The best project management software will provide a kanban board feature to boost teamwork projects and task management. Tools and web apps like Trello can help manage communication between team members while also boosting productivity across the board. Sign on to this project management solution and use the built-in workflow automation tool to streamline those tedious tasks for quicker accomplishments. Divide project deliverables into cards to allow team members to track, edit, complete, and comment on deliverables.
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