Helping to manage a client’s business requires attention to detail, thoroughness, time management and accuracy. As a virtual assistant, my client base has entrusted their business operations and daily tasks to Ace. It is vital for success and smooth processes that we utilize the best tools and software to ensure that everything is properly executed and facilitated with no errors.

One of my favorite project management platforms is Teambox. It allows for one centralized location for communications, tasks, notes, files, time tracking and accountability.

Teambox Structure

  • Projects – This is what you are working on, the main objective.
  • Tasks – The different pieces of a project. Assign tasks to different members of your project.
  • Members – These are the people that are involved in the project.
  • Notes – A shared workspace for you and your team. Share notes from meetings, whiteboard ideas and collaborate.
  • Conversations – Communicate in real-time about specific tasks or the project as a whole.
  • Files – Share files that are relevant to your project with members of your team. You can also share specific files with people who aren’t members of the project.

The dashboard is very user friendly and simplified, displaying your projects and each feature mentioned above in real time. You can click on “recent activity” for an overview of each project or click on each project separately. One of the features that is most useful are the notifications which are delivered to my email and I can respond from there or login directly to TB.

Teambox is also integrated with Dropbox, Google, Github, RSS Readers and mobile apps. It makes it easy to access from anywhere, keeping you on task, connected and up to date.

My clients each have their own login, enabling them to upload files, create notes and assign tasks. Along with the conversations, keeping all of the project details in one location ensures efficiency and successful project management.

As a collaborative tool, Teambox also offers group chats with your team where you can even share files, videos and stay in direct contact as the project moves forward. The syncing opportunities have produced numerous options and capabilities to cross share content, stay in touch and manage the task calendars within the application in addition to any that you have synced.

If you are working with a team, you may only want specific people to view a task or conversation. Setting up privacy rules is fast and simple by choosing who the “watchers” are of the specific task or conversation. It remains private with only the people you choose.

Project management is a necessary component of every business, large or small and if you don’t have some type of system or program in place, data can get lost, tasks forgotten or missteps may occur. Find and test drive a platform that works for you and one that you will commit to using.

Image credit: Lifehacker