Embedded Files
PROJECT MANAGEMENT
PROJECT MANAGEMENT
Streamlining projects using Agile methodologies and automation tools like Asana, Trello and Monday.com
Streamlining projects using Agile methodologies and automation tools like Asana, Trello and Monday.com
CRM AUTOMATIONS USING MONDAY.COM
CRM AUTOMATIONS USING MONDAY.COM
PROJECT DELIVERABLES
PROJECT DELIVERABLES
Project Management & Implementation:
Project Management & Implementation:
- Project Planning: I will set up detailed project boards on Monday.com to define the scope, tasks, and milestones.
- Budgeting & Cost Management: I will track project budgets by creating expense tracking boards, ensuring the project stays within budget.
- KPI Creation: I will create KPI tracking dashboards on Monday.com to monitor key performance indicators and measure success.
- Progress Monitoring: Regular updates will be made on the boards, where I will review and update task statuses, ensuring the project stays on track.
- Performance Analysis: I will use Monday.com reports to analyze project performance and adjust strategies as needed to meet deadlines.
ASANA SETUP AND AUTOMATION
ASANA SETUP AND AUTOMATION
DELIVERABLES
DELIVERABLES
Automated Task Assignment & Due Date Tracking:
Automated Task Assignment & Due Date Tracking:
- I can set up automated rules to assign tasks to team members based on criteria like project phase or workload. Tasks will also automatically have due dates set when they are moved to specific sections or marked as a priority.
2. Automated Status Updates and Reporting:
2. Automated Status Updates and Reporting:
I can automate status updates in Asana to track project progress at regular intervals. Custom fields will track statuses with updates triggered by task completion or progress.
I can automate status updates in Asana to track project progress at regular intervals. Custom fields will track statuses with updates triggered by task completion or progress.
3. Recurring Task Creation:
3. Recurring Task Creation:
I will automate recurring tasks (e.g., weekly check-ins, monthly reports, daily standups). As tasks are completed, they will regenerate with the same parameters like assigned team members, due dates, and project.
I will automate recurring tasks (e.g., weekly check-ins, monthly reports, daily standups). As tasks are completed, they will regenerate with the same parameters like assigned team members, due dates, and project.
4. Custom Workflow Automation:
4. Custom Workflow Automation:
I can create custom workflows that trigger specific actions, such as notifying the team when a task moves to the "Review" phase or automatically assigning tasks based on project type. This will ensure tasks progress smoothly without manual intervention.
I can create custom workflows that trigger specific actions, such as notifying the team when a task moves to the "Review" phase or automatically assigning tasks based on project type. This will ensure tasks progress smoothly without manual intervention.
5. Automated Data Import and Synchronization:
5. Automated Data Import and Synchronization:
I can automate data imports to bring task and project data from other tools (like Google Sheets, Trello, or Slack) into Asana, eliminating manual entry and reducing the risk of errors.
I can automate data imports to bring task and project data from other tools (like Google Sheets, Trello, or Slack) into Asana, eliminating manual entry and reducing the risk of errors.
SOME DOCUMENTS ARE NOT SHARED FOR THE SAKE OF CONFIDENTALITY
Data Entry
Data Entry
Tax Filing
Tax Filing
Digital File Management
Digital File Management
SOP Documentation
SOP Documentation
Appointment Scheduling
Appointment Scheduling
Calender Management
Calender Management
"Your time is valuable, and my mission is to ensure you spend it on what truly matters. Let me handle the rest and elevate your business to new heights!”
"Your time is valuable, and my mission is to ensure you spend it on what truly matters. Let me handle the rest and elevate your business to new heights!”
Page updated
Google Sites
Report abuse