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How to Automate the Planning Phase

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

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  • How to Automate the Planning Phase

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    The planning phase of a project can be time-consuming for everyone involved. You can save time by templatizing and auto-filling data into your project plans, automating approval requests, and initial task assignments for your team.

    Templated Project Planning Documents: Some project management software offers the ability to templatize documents such as your project plan or project charter, and can even pull and autofill information from brainstorming and planning sessions on platforms such as Miro. By using the same templated frameworks for each project, you can save time setting up documents and filling in basic information.

    Approval Requests: Automate approval requests for project charters, project plans, budgets, resource acquisitions, and more. This automation saves time for the people requesting the approval and those approving it because they can do it on one platform for all to see.

    Timeline Estimation: In many cases, the longer you use project management software, the smarter it gets. Use data from past projects to estimate timelines and schedule requirements based on historic performance on similar projects.

    Initial Task Assignments: Use project management software to assign the first round of tasks to your team based on their roles, abilities, and availability.  

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    Contributed on Jun 23 2023
    Sumit Rawal
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