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How to Automate the Execution Phase

Sumit Rawal answered on June 23, 2023 Popularity 1/10 Helpfulness 1/10

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    The execution phase of a project is often a flurry of activity. Some of the most efficient automation in the execution phase includes notifications, task tracking and assignments, status reporting, scheduling meetings and deadlines, and form submissions.

    Notifications: Rather than handing off physical documents or sending an email manually, you can use project management software to automate notifications for a wide range of duties, such as task completion, document uploads, approaching deadline reminders, and many other cases.

    New Task Assignments: As you complete and check off tasks, project management software can automatically assign new tasks from the queue to team members based on their roles and bandwidth.

    Status Reports: One of the most commonly automated tasks is the compiling and sharing of status reports. Automation software allows you to schedule the creation of reports based on real-time data, and send or share it with stakeholders.

    Scheduling Meetings: Modern calendar software allows you to schedule recurring meetings, invites the appropriate team members, notifies them of upcoming events, and enables you to share details, agendas, and requirements ahead of time.

    Form Submissions: Project management software allows your team to submit data through forms that then automatically populate into a custom table. Use form submissions to collect data such as timesheets, customer data from employees in the field, sales information, and anything else you can imagine.  

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    Contributed on Jun 23 2023
    Sumit Rawal
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