Question 1

Task scheduling and automation

Accepted Answer

Task scheduling and automation features are helpful for scheduling and planning for recurring tasks, simplifying task and subtask workflows, and making sure next steps and dependencies are considered during each task stage of a project. Look for tools that make it easy to schedule tasks and set up automatic task assignments and notifications.

Question 2

Subtasks

Accepted Answer

Especially for complex or long-term projects, tasks often develop into their own miniature projects that require subtasks to stay on track. Not all software platforms make it easy to nest or add subtasks to a project planning board, so be on the lookout for tools that allow you to include subtasks and dependent tasks when necessary.

Question 3

Task assignments & notifications

Accepted Answer

When using task management software as a team, it’s important to assign tasks to specific users so no deadlines or important steps fall through the tasks. Look for software that allows you to assign individual tasks to single or multiple users, depending on what you need, and prioritize solutions that include built-in messaging, tagging, and other notification features.

Question 4

Multiple task views

Accepted Answer

Oftentimes, tasks overlap, intersect, and generally become overwhelming. Toggling from one task view to another can help you get a fresh visual on task timelines and overall project goals. Timeline, calendar, and Gantt-style views are some of the most helpful when visualizing granular tasks and subtasks.

Question 5

Progress & time tracking

Accepted Answer

Task management, especially in a team environment, is more effective when progress-tracking features are in place to measure performance and timeliness. Look for solutions with time tracking, workload management, progress visualizations, and gamification features to assist with progress tracking.

Question 6

What is the difference between task management and project management software?

Accepted Answer

While project management software focuses on project(s) as a whole and all of the communications and workflows that go into them, task management software gets more specific, looking at tasks, subtasks, and action items on a more individual basis. In many cases, task management features are provided as part of a project management software solution.

Check out our comprehensive Top 10 Project Management Software Buyers' Guide

Question 7

Does Google have a task management solution?

Accepted Answer

Google has a limited task management solution called Google Tasks, which can be downloaded and used in sync with other Google Workspace apps. Many Google users use Google Tasks in combination with Google Keep, Google Sheets, Gmail, and Google Calendar to comprehensively manage their tasks.

Question 8

What is CRM task management?

Accepted Answer

CRM task management is a specific type of task management that helps marketers and salespeople set, assign, automate, and otherwise manage tasks related to the customer lifecycle in a customer relationship management (CRM) platform. An example of a CRM task management solution is HubSpot Task Management, which is offered as part of HubSpot’s Sales Hub.

Also see: Marketing Project Management Software Buyers’ Guide

Question 9

What is the best task management software?

Accepted Answer

The best task management software will depend on the number of users, the complexity of their tasks, and the types of projects the team is working on. For more complex tasks or projects, a robust system like Jira Work Management, monday Work Management, or ClickUp is preferred; for users looking for an easy-to-use task management solution that works well for individuals, Todoist is a great option.

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