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Project tracking 101: A guide to tracking projects effectively

Изображение участника группы AsanaTeam Asana
27 февраля 2024 г.
9 мин. на чтение
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When team members struggle to understand their individual responsibilities and deadlines, it can lead to confusion and delays. And without a clear view of a team’s project progress, it's difficult for managers to identify which tasks are lagging behind or need immediate attention. Project tracking addresses these issues by providing a transparent and real-time overview of all tasks, responsibilities, and due dates, ensuring everyone is aligned and on schedule.

Staying on track, on time, and on budget is one of the trickiest parts of project management. Without a clear sense of all the moving pieces of your project, it’s easy for work to fall through the cracks. If this has happened to you before, you’re not alone—in fact, over one quarter (26%) of deadlines are missed each week. 

But you don’t need to do it all on your own. Project tracking tools like Asana give you—and more importantly, your team—a clear sense of the status of a project and an easy way to get real-time updates, you can spend more time on high-impact work. Here’s how to get started with project tracking so everyone on your team knows exactly who’s doing what by when.

What is project tracking? 

Project tracking is a set of tools and practices to help project managers monitor the progress of their initiatives. Instead of trying to keep track of your work via spreadsheets, email, or just mentally, project tracking tools help you effortlessly keep track of the ins and outs of project data. With project tracking, you can help team members stay up to date on the status of a project at the individual, project, and program level.

Create a project tracker template

What are project tracking tools?

Project tracking comes to life through project tracking tools—like real-time dashboards or status updates. You don’t need to spend 45 minutes every Friday clicking in and out of projects to get a sense of where a project is at. Instead, these tools are designed to help you and your team stay in the loop on individual tasks and team projects, as well as across multiple projects.

These tools help you:

  • Share task information in real time

  • Clarify who’s doing what by when

  • Create shareable progress reports

  • Help your team with status, time, and budget tracking

Benefits of project tracking software

Project tracking software is a helpful tool for modern task management. It lets teams monitor all the moving pieces of an initiative, from overall task progression to subtasks and dependencies. In addition, reporting functionality helps teams measure progress and establish a clear baseline for project success. 

By using project tracking tools, teams can maintain alignment with their key performance indicators (KPIs) and make sure that each activity is making a significant contribution to the project's objectives.

Identify bottlenecks and track project progress

Project management software offers a comprehensive view of project performance and scope, enabling teams to pinpoint areas needing improvement or adjustment. By addressing potential bottlenecks before they escalate, this proactive approach keeps current and future projects on track.

Example: A commercial construction firm uses project tracking software to oversee project budget and performance. The team notices a trend towards exceeding the allocated budget due to procurement delays. With this insight, they quickly implement a task management strategy focused on streamlining procurement and reducing costs, effectively managing the project scope and maintaining the project's baseline for success.

Read: What is a bottleneck in project management? 3 ways to identify them

Team collaboration

The success of agile project management hinges on effective project tracking. It enhances teamwork by establishing clear due dates and end dates, and ensures that everyone is aligned. This synchronization is vital for project success, because it enables team members to work seamlessly together, adapting to changes and challenges as they arise.

Example: A software development team is tackling a new project to create a complex application. They use project tracking software to set clear goals and standards for task completion and team collaboration. When they encounter a critical issue that might delay the project, the software's flexible and responsive approach, along with timely alerts, enables the team to quickly adjust their strategy, redistribute smaller tasks, and work together efficiently to address the challenge.

Simplified project reporting

The best project tracking streamlines the reporting process, making it simpler and more efficient. Automation features reduce manual effort by sending notifications and updates to keep everyone informed. By providing comprehensive project reports, task lists, and updates on new projects, project tracking software ensures that all stakeholders are up-to-date and engaged in the project's progress. This leads to successful project outcomes and a more streamlined workflow.

Example: A marketing agency needed to run a large campaign with an aggressive deadline. They used project tracking software to streamline task lists and provide real-time project reports. The automation of these reports and the use of notifications helped the team stay on top of project tasks and performance metrics. This not only improved their task management process but also enabled them to provide clients with up-to-date information on the campaign's progress.

Create a project tracker template

Connecting work and reducing silos

Though we refer to these tools as project tracking tools, they’re usually part of a holistic work management software. That’s because project tracking tools are only effective when they’re connected to the work your team is doing.

Too often, we split work between tools—like working in documents, communicating over email, and tracking work in a spreadsheet. Sound familiar? You’re not alone. According to the Anatomy of Work Index, knowledge workers switch between 10 tools up to 25 times per day. But app overload reduces efficiency and increases the risk that work will fall through the cracks.

With a siloed system, team members might struggle to find information. To find the most up-to-date document, you have to email a team member or scroll back through your chat messages. If you are trying to track project data in a spreadsheet-style system, that information needs to be manually entered from other tools and information sources. 

By managing projects and tasks in a work management tool with project tracking features to stay up to date, your team can get real-time insight—while also reducing duplicative work.

[Product UI] Universal reporting interactive dashboards in Asana (Search & Reporting)

Instead of having to track down information, manually copy and paste work, or source data from multiple spreadsheets, you have access to all of the information you need—in one place. The last thing you want to do is give yourself more manual work by copying the information you want to track into a separate tool.

3 key project tracking strategies

As mentioned above, project tracking is part of a larger set of work management software. When team members refer to project tracking, they’re really talking about three things: tracking work at the individual level, staying up-to-date on project work, or checking work progress across multiple projects.

1. Tracking work at the individual level

At the individual task level, project tracking tools can help everyone align on who’s doing what by when. This can give team members clear insight into whether a task is proceeding on schedule and how your project is progressing towards its deliverables.

Tracking work at the individual task level has another value—it prevents duplicative work. When everyone has clarity on who’s doing what by when, you take the guesswork and work about work out of working. This is critical—as it stands, knowledge workers spend 13% of their time on work that’s already been completed.

Why you should only assign one responsible individual per initiative

The most important thing to do while tracking work at the individual level is to ensure there’s only one person directly responsible for each task. Having one individual responsible for each initiative means team members know who to contact about providing updates on task status or answering questions other team members might have.

For example, imagine you and another team member are hosting a virtual event. But because there are two hosts, your guest speakers aren’t sure who to go to with questions. The day before the event, a guest speaker has an emergency, and they contact one team member to cancel. But because of a miscommunication, you didn’t get looped in—and on the day of the event, you’re totally unprepared when that speaker doesn’t show up. With one, clearly responsible point of communication, that type of problem can be easily avoided.

2. Tracking work at the project level

You can also track work at the project level to give cross-functional stakeholders a higher-level view of the project work. Instead of being notified about the day-to-day updates, cross-functional stakeholders and other team members need at-a-glance, real-time updates about the most important project data. That way, they can stay up to date during the lifecycle of a project without being bogged down with the details. 

There are two main ways to track work at the project level:

  • Status updates: Project status reports are updates on the progress of your project that help you keep stakeholders informed. Written status updates also replace status meetings and instead offer a way for team members to view the most up-to-date project information on their own time. For best results, share your status reports in the same tool where you manage the execution of work, so stakeholders can drill down into more detail if necessary. 

Dashboards: Dashboards are project progress views that stakeholders can access at any time to get details about a project. Dashboards can include things like burndown charts, work in flight, or tasks that are overdue. Like status updates, make sure you’re creating dashboards in the tool where you’re also doing work so your stakeholders can get more information.

[Product UI] Website launch project dashboard in Asana (Dashboards)

3. Tracking work across multiple projects

If you’re tracking work across multiple projects, you’ll likely benefit from tracking work at the portfolio level. Project portfolio management (PPM) is the bird’s-eye view that your executive stakeholders or project sponsors want to see. PPM helps stakeholders see the big picture across multiple projects and how those initiatives are tracking against business goals. 

At the portfolio level, it’s critical for stakeholders to have clear insight into each project’s status, so they can gauge overall portfolio health and performance.

[Product UI] Company planning portfolio in Asana with status and progress bars (Portfolios)

At this level, you can also use workload management to track team bandwidth and capacity. Workload management provides a way for you to see what each team member is working on—across projects—so you can ensure no one is feeling burnt out or overwhelmed.

According to our research, 71% of knowledge workers experienced burnout at least once in 2020. With workload management and project tracking, you can proactively ensure there are no capacity issues coming up by viewing all tasks on the docket in the coming days or weeks. That way, if a team member has a few big tasks coming up, you can reprioritize smaller requests to other team members who might have a higher capacity. 

How to track progress effectively

These three project tracking strategies can help you get started with project tracking at the individual, project, and portfolio level. Project tracking is part of the larger work management platform, so there are a host of other related tools that you can and should take advantage of at various stages of your project.

Create a project tracker template

Share details early on in a project plan

A project plan is a blueprint of key elements your project needs to succeed. Project planning happens before the project tracking stage—usually, this is the very first thing you do when you’re starting a project. 

By creating a plan, you can give team members and stakeholders a sense of your project timeline. That way, everyone starts off on the same page. Then, maintain that clarity throughout the project with project tracking tools.

Читать о том, как создать план проекта, который будет вести вас правильным курсом

Establish a communication plan for each project

A communication plan is an outline of how you and your project team will be communicating over the course of a project. This plan can help you clarify exactly where and when your team can find information. For example, a communication plan will often define the various communication channels you should use—like email, messages, or in-person meetings. You can also use this plan to explain how often you’ll use each channel, or who should be included in different channel communications. 

A communication plan can give your team a clear sense of where and when they should be communicating. Typically, your plan should also include information about when you’ll be communicating project tracking details—like status updates.

Читать о том, почему чёткий план обмена информацией важнее, чем кажется

Use visual project management to bring your project to life 

Once you’re actually working on your project, you can use visual project management tools to track your work more effectively. There are three types of visual project management:

  1. Gantt charts, which offer a timeline-style view of your project and make it easy to visualize any work dependencies. Gantt charts often show key project milestones, too. 

  2. Kanban boards, which are an effective way to track task status. In a Kanban board, work moves through stages, which are represented by columns. For example, you might have To do, Doing, and Done columns in a Kanban board.

  3. Calendars, which give your team a clear sense of when project deliverables are due.

Читать о трёх способах визуализации плана проекта: хронология, календарь и доска

Create a project roadmap to get a high-level overview 

For complex projects, you can also create a project roadmap to give team members a way to easily visualize the overall project schedule. A project roadmap is a high-level project timeline, so stakeholders can get an overview of your project deliverables, key milestones, and overall project goals.

Read: Project roadmaps: What they are and why you need them

Capture capacity with time tracking tools

At the individual task level, it’s helpful to track additional project details, like how long a task will take to complete. Project tracking tools often offer time tracking integrations, to help you accurately track time spent on projects and tasks with less effort.

Maintain course with a resource management plan

In project management, a resource is anything that helps you complete a project—including team members, budget, or available tools. A resource management plan can help you clearly define your project resources and their capacity, so everyone understands what resources are available for project work. 

Читать руководство по первым шагам в управлении ресурсами

Stay on track with project tracking

Good project tracking—like all the best workflows—can make it easier for your team to collaborate and communicate. Instead of manually inputting project tracking details into spreadsheets or slide decks, online project tracking tools break down silos to help you track work where you actually work. Share all of your important project information—like details, documents, feedback, and messages—in one place. Project tracking makes it easy for team members, stakeholders, and cross-functional collaborators to see and track work from every angle.

Interested in getting started? Learn how Asana can help your team organize work and stay in sync by tracking all of your project information in one place.

Create a project tracker template

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