Manage Your Business Tasks Effectively with

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Running a business involves juggling multiple tasks daily to achieve your goals. Proper task management ensures you‘re working on high-priority tasks efficiently. While it may sound straightforward, tracking large projects and applying it to everyday tasks is challenging. If working with multiple teams, you need robust task management software.

This article explores task management and how to overcome common problems with tools like

What is Task Management?

Task management is critical to any successful project. Without proper management, ensuring tasks complete on time and projects stay on track is difficult.

The right approach focuses on prioritizing and completing high-value tasks to reach milestones. This includes creating a task list, assigning tasks, setting deadlines, monitoring progress, and adjusting as needed.

Although it may seem easy to manage projects and lead teams, you‘ll likely encounter challenges. Let‘s explore some common task management problems.

Challenges in Task Management

![Task management challenges](

Any project comes with challenges. You must systematically order and align tasks, assign them, communicate with the team, and meet deadlines.

Here are some frequent task management difficulties:

  • Lack of team collaboration: Without proper management, it‘s difficult for teams to collaborate on current and upcoming tasks.

  • Ineffective information sharing: Clear communication enables teams to work together and keeps stakeholders updated.

  • Disorganized tasks: Tracking tasks in spreadsheets makes it hard to monitor delayed deadlines and completed work.

  • Team conflicts: Successful project management requires leaders and team members to be aligned. However, miscommunications and misunderstandings create unproductive conflicts.

  • Unclear task distribution: No system causes confusion distributing tasks. This may result in mismatched skills and project failure.

Using for Task Management

To address these challenges, consider a platform like


It‘s a cloud-based work tool where teams build workflows and manage projects. is code-free, so anyone can make changes like adding tasks, setting deadlines, and commenting. Features

Let‘s explore‘s features for better project organization.

Visual Dashboards‘s Kanban dashboards let you and your team visualize status.

![ dashboard](

Use timelines, calendars, charts, and views to track progress from the broad picture down to every detail. Data tools help prioritize, share files, and check work status visually. This empowers better decisions about moving projects forward.

With the intuitive interface, you can quickly build custom dashboards and manage budgets easily.

Automation offers automation to reduce manual processes like status meetings and email updates. Instead, create workflows for teams that sync task dates with Google Calendar.

Integrate with tools like Zapier to build triggers that automatically create items in your dashboard. No more manual task creation.


![ integrations]( understands the difficulty combining segregated communication. To fix fragmented tools, it offers seamless integrations with favorites like Slack, Microsoft Teams, Outlook, and more.

For example, Gmail integration turns emails into trackable tasks to keep teams updated without back-and-forth emails.

Kanban and Gantt Workflows

Kanban is a visual method to streamline team workflow.

![Kanban board](

It displays data in an easy-to-understand column layout for faster decisions. Plus, it‘s intuitive for members and syncs changes instantly.

Kanban dashboards effectively track iterations and backlogs to monitor milestones. And Gantt charts turn spreadsheets into visual boards to manage dates, milestones, and dependencies. This ensures everything stays on schedule. Use Cases

Now that you know‘s capabilities, let‘s explore some use cases.

Software Development

Managing sprints and following agile methodology is crucial for software teams.

![Software development](

There are ongoing task deadlines and prioritizing upcoming work. You must adapt and re-prioritize tasks constantly. helps plan, prioritize, and manage sprints, create roadmaps, and share the vision with stakeholders. You can also automate task assignments, approvals, and integrate tools like GitHub.

Marketing and Content Planning

Companies invest significant time in marketing campaigns.

![Marketing campaign planning](

The process involves idea approvals, assets, and meetings to update creatives.

With, monitor all marketing in one dashboard. Their boards help make decisions faster and keep everyone updated on changes and timing. Rather than emailing updates, you can add notes to files to eliminate back-and-forth. You can also connect to Adobe apps and more.

HR and Operations‘s employee management system helps HR teams track recruiting and smooth onboarding.

![HR recruiting pipeline](

Without proper systems, HR needs assistants to run meetings, schedule interviews, and monitor performance. provides ready-made HR templates to track attendance, time-off, and employee information. You can even automatically import data from LinkedIn, Slack, Gmail, and more.

Sales CRM Platform is a centralized system for communicating with clients. Use it to integrate email, create templates, and send replies from one dashboard.

![Sales CRM](

You can also automate repetitive sales tasks like calls, meetings, reminders, and email tracking to generate leads. Pros and Cons

Like any software, has pros and cons. Let‘s look at the main benefits and drawbacks.


  • Intuitive interface that‘s easy to use and scale as your company grows
  • One-click view switching between Gantt, Kanban, calendar, timeline, and more
  • Ready-made templates for task management, customer onboarding, contact management, and more
  • Organizes project information, collaboration, tasks, and accessibility in one platform
  • Integrations with communication tools like Slack, Zoom, Shopify, Gmail, Google Calendar, Dropbox, etc.


  • Mobile app doesn‘t always instantly sync with web app
  • Limited automation and no email tracking with Pulse
  • Popular integrations like Salesforce lack full capabilities in affordable plans
  • Entry-level plans lack key features like private boards, automation, and basic integrations that some competitors offer in free versions Pricing Plans offers five pricing plans:

![ pricing](

Basic Plan: Best for small groups. Affordable at $10/month per seat to manage team boards. Includes priority support, unlimited viewers, and Individual plan features.

Standard Plan: Most popular for team productivity. Provides timeline, Gantt, calendar, automation, and platform integrations.

Pro Plan: Full access to all features to streamline complex workflows. $24/month per seat. Combine up to 10 boards on one dashboard.

Enterprise Plan: Scales automation and integrations. Create dashboards with up to 50 combined boards. Alternatives

Although leads project management platforms, viable alternatives exist like:



ClickUp is a robust management platform designed for remote teams. It‘s easy to use and offers comparable features to ClickUp enables teams to stay organized, collaborate visually, assign tasks, set reminders, and more in one tool.



Wrike helps collect and organize project requirements, create plans, and visualize schedules with Gantt charts. It makes adjusting plans easy as work progresses, updating all teams on changes.



Smartsheet is an enterprise-ready, easy-to-use work management and collaboration platform. Trusted by millions worldwide, Smartsheet resembles a spreadsheet while offering robust tracking, scheduling, process automation, and more.


This overview explored and how it streamlines business task management. With an intuitive interface, automation, and integrations, makes organizing projects easy for teams.

Give a try to effortlessly manage your tasks and workflows. You can also check out their sales CRM capabilities.


Written by Alexis Kestler

A female web designer and programmer - Now is a 36-year IT professional with over 15 years of experience living in NorCal. I enjoy keeping my feet wet in the world of technology through reading, working, and researching topics that pique my interest.