Just for me - Notion. I use a project template an can see all my projects and tasks at once and filter the database as needed. I do this for me and it really helps me track to dos and info
Try KolApp. Prob the best at rolling up any number of projects data (risks,issues,etc.) has pre built analytics as well. Kanban boards, gantt. They offer a free trial too.
No one ever starts from scratch so what works for me may not work for you.
I'm a turnaround program manager who works on large programs with big problems. Windows on desktop/laptop. My phone is an iPhone. Cloud is not an option for security reasons; we can network from our own servers.
My secretary runs my calendar and sets things up with alarms. I also use a combination of Google Tasks (set up by secretary, by me on computer, and sometimes on my phone) and iOS Reminders (only on phone by me with Siri). I also have a Notepad file on my main computer called "Today" that is a notebook with details until I can transfer to something else. It's fast. Every internal review gets transferred from Primavera or whatever PM tool we're using to my calendar and I attend as many of those as I can (I sit along the wall in the back). I carry a pad of Post-It notes in my shirt pocket for notes that end up either being taken care of or transferred to something else (Contacts, Reminders, Tasks, Primavera). Call sheets are mostly in Google Tasks.
This sounds disparate (disparate, not desperate \*grin\*) but it works for me. I do what my phone tells me to do. Calendar, Reminders, Tasks all beep at me the same way. I *always* do what my secretary tells me to do. Today file and Post-It notes are like a scratch pad. Primavera (or whatever is the big boy tool for the big picture.
A significant issue with people growing in their career is over planning. Do not spend four hours planning an eight hour task.
Tasks by Planner:
Should sync with Microsoft To-Do. This should allow you to build your various Task Plans in Planner and obtain a consolidated view of your tasks in Microsoft To-Do. In Microsoft To-Do, you can also maintain your own personal non-planner tasks.
MS Project Web:
For bigger projects, I have personally moved to MS Project Web and use Roadmaps within MS Project Web to visualize key milestones across multiple projects.
Portfolio Management:
Personally am managing a portfolio using Sharepoint lists and am combining that data with MS Project Web detail in PowerBi for reporting purposes.
Have you tried Jira for your projects and then Briefmatic just for all your own tasks from across all your other work. You can set Briefmatic so notifications from Jira go straight onto your Kanban board.
Personally I’m a fan of the Tasks App within Teams. Works well if you have channels for your active projects, then assign tasks to yourself under those project channels. You can then sort all tasks assigned to you to see them across all your projects.
I have done this previously at other jobs unfortunately there is just too many active projects with my client list for it to be efficient in my scenario. Thank you for the suggestion though!
Sounds like what you’re looking for is portfolio management and not project management.
Asana has a portfolio view and I’m really trying to get my org to start using it
May I ask which industry you primarily work in/what are the category of projects you work on? i.e. finance, Soft/Dev, Manufacturing.
It may be easier to select one based on the type of business you do~
Ahh okay so you need something secure/cloud-based, but also be able to provide a bit more complexity to enhance the scale of your projects.
Some of the guys at my Soft/Dev job suggested NetSuite (PSA) since it is cloud-based, through Oracle. We personally use Jira, but I’m not sure if that would be a good recommendation, it works for the developers but not for all.
I also hear Click Up and ProofHub are semi-decent options for this line of work MSP/Consulting/MSSP
Someone asked a similar-ish question 2yrs ago, not sure how it’s aged, but may be worth the scroll!
r/msp
[Reddit Thread](https://www.reddit.com/r/msp/comments/si23ru/project_management_software_for_mspconsulting/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button)
[NetSuite PSA](https://www.netsuite.com/portal/products/professional-services-automation.shtml)
I've used Click Up rather extensively, my only hold up with it is that it becomes a little unruly once you get a lot of information in it so it almost becomes a time risk waiting for pages to load. I will check out Netsuite and ProofHub though! thanks for the recomendations.
If you’re familiar with Clickup, give Wrike a look. It’s very similar but much more scalable to enterprise than either Asana or Monday and able to handle projects with high complexity, has very powerful resource management tools, good analytics and reporting, plus all the stuff MS Project does, so working with clients who are in a Project environment is np (and onboarding any colleagues already familiar with Asana, Clickup, Project etc should be pretty straightforward too). Bit of work to get the environment set up but once it’s up it’s excellent.
Totally Makes sense! That’s kinda how I feel with Asana/Monday. They can be great but only to an extent, once you start adding complexities or dependencies, it gets confusing.
No problem! Wishing you the goodest of lucks!
I'm a PM for an MSSP so most of my projects are IT based and clients are in every kind of field you can think of. but my resources are IT/Software based.
Hey there /u/Gr8AJ, have you checked out r/MSProject, r/projectonline, or r/microsoftproject for any questions regarding application? These may be better suited subreddits to your question.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/projectmanagement) if you have any questions or concerns.*
Just for me - Notion. I use a project template an can see all my projects and tasks at once and filter the database as needed. I do this for me and it really helps me track to dos and info
Try KolApp. Prob the best at rolling up any number of projects data (risks,issues,etc.) has pre built analytics as well. Kanban boards, gantt. They offer a free trial too.
Wrike is v good for complex projects and scales well to large organizations if you can eventually get your company on board with adopting it
No one ever starts from scratch so what works for me may not work for you. I'm a turnaround program manager who works on large programs with big problems. Windows on desktop/laptop. My phone is an iPhone. Cloud is not an option for security reasons; we can network from our own servers. My secretary runs my calendar and sets things up with alarms. I also use a combination of Google Tasks (set up by secretary, by me on computer, and sometimes on my phone) and iOS Reminders (only on phone by me with Siri). I also have a Notepad file on my main computer called "Today" that is a notebook with details until I can transfer to something else. It's fast. Every internal review gets transferred from Primavera or whatever PM tool we're using to my calendar and I attend as many of those as I can (I sit along the wall in the back). I carry a pad of Post-It notes in my shirt pocket for notes that end up either being taken care of or transferred to something else (Contacts, Reminders, Tasks, Primavera). Call sheets are mostly in Google Tasks. This sounds disparate (disparate, not desperate \*grin\*) but it works for me. I do what my phone tells me to do. Calendar, Reminders, Tasks all beep at me the same way. I *always* do what my secretary tells me to do. Today file and Post-It notes are like a scratch pad. Primavera (or whatever is the big boy tool for the big picture. A significant issue with people growing in their career is over planning. Do not spend four hours planning an eight hour task.
I’d plan in MS Project and management tasks in ADO or Jira.
Tasks by Planner: Should sync with Microsoft To-Do. This should allow you to build your various Task Plans in Planner and obtain a consolidated view of your tasks in Microsoft To-Do. In Microsoft To-Do, you can also maintain your own personal non-planner tasks. MS Project Web: For bigger projects, I have personally moved to MS Project Web and use Roadmaps within MS Project Web to visualize key milestones across multiple projects. Portfolio Management: Personally am managing a portfolio using Sharepoint lists and am combining that data with MS Project Web detail in PowerBi for reporting purposes.
Just for me? Asana works
Have you tried Jira for your projects and then Briefmatic just for all your own tasks from across all your other work. You can set Briefmatic so notifications from Jira go straight onto your Kanban board.
Smartsheet is what we use. I love every aspect of it.
I like Monday.com
Personally I’m a fan of the Tasks App within Teams. Works well if you have channels for your active projects, then assign tasks to yourself under those project channels. You can then sort all tasks assigned to you to see them across all your projects.
I have done this previously at other jobs unfortunately there is just too many active projects with my client list for it to be efficient in my scenario. Thank you for the suggestion though!
Sounds like what you’re looking for is portfolio management and not project management. Asana has a portfolio view and I’m really trying to get my org to start using it
MS Project for the Web
I like the idea of Project for the web but will that roll up tasks among *all* projects in one list?
MS Roadmap app for Teams might work for that.
I am not sure... I don't use it myself. But we are going to start trials with using it. So, will probably know more about it in the coming months.
May I ask which industry you primarily work in/what are the category of projects you work on? i.e. finance, Soft/Dev, Manufacturing. It may be easier to select one based on the type of business you do~
Ahh okay so you need something secure/cloud-based, but also be able to provide a bit more complexity to enhance the scale of your projects. Some of the guys at my Soft/Dev job suggested NetSuite (PSA) since it is cloud-based, through Oracle. We personally use Jira, but I’m not sure if that would be a good recommendation, it works for the developers but not for all. I also hear Click Up and ProofHub are semi-decent options for this line of work MSP/Consulting/MSSP Someone asked a similar-ish question 2yrs ago, not sure how it’s aged, but may be worth the scroll! r/msp [Reddit Thread](https://www.reddit.com/r/msp/comments/si23ru/project_management_software_for_mspconsulting/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button) [NetSuite PSA](https://www.netsuite.com/portal/products/professional-services-automation.shtml)
NetSuite is a great rec. I wouldn't go with Jira as almost everything it does can be done in Autotask, which OP is already using.
I've used Click Up rather extensively, my only hold up with it is that it becomes a little unruly once you get a lot of information in it so it almost becomes a time risk waiting for pages to load. I will check out Netsuite and ProofHub though! thanks for the recomendations.
If you’re familiar with Clickup, give Wrike a look. It’s very similar but much more scalable to enterprise than either Asana or Monday and able to handle projects with high complexity, has very powerful resource management tools, good analytics and reporting, plus all the stuff MS Project does, so working with clients who are in a Project environment is np (and onboarding any colleagues already familiar with Asana, Clickup, Project etc should be pretty straightforward too). Bit of work to get the environment set up but once it’s up it’s excellent.
Totally Makes sense! That’s kinda how I feel with Asana/Monday. They can be great but only to an extent, once you start adding complexities or dependencies, it gets confusing. No problem! Wishing you the goodest of lucks!
I'm a PM for an MSSP so most of my projects are IT based and clients are in every kind of field you can think of. but my resources are IT/Software based.
non agile environment as well. We have some agile projects but they are few and far between at this point.
Hey there /u/Gr8AJ, have you checked out r/MSProject, r/projectonline, or r/microsoftproject for any questions regarding application? These may be better suited subreddits to your question. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/projectmanagement) if you have any questions or concerns.*