When to use projects in Task Manager

When fulfilling work on behalf of clients, it can be daunting to keep track of what you need to do. For this reason, it's useful to group your task list into various projects.

Projects allow you to easily group tasks into workable chunks. This is especially useful should you employ contractors or work on a project-by-project basis.

When to use projects

Projects can help in almost any situation. They can be used any time you have more than one related task, allowing you to keep track of how close you are to completion. Some examples of where you might want to use projects include:

  • You have hired a website designer to create several new websites. You could create a project for each website they have to create, then assign various tasks (such as discussing ideas with the client, creating a prototype, and delivering the final website).
  • You have hired a contractor to perform a variety of tasks. You may wish to create projects for each large task, then break those up into smaller chunks.
  • You need to onboard a new client. You may wish to have a task for each session you will complete.

As a rule of thumb, if you need to group tasks, you should use a project. 

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