How to automate your business with project management software

by Jun 6, 2022Blog, Business Processes, Project Management, Solutions, Workflows & Approvals

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If you’re looking for ways to increase the growth of your business, you’ve probably considered automating as many of your daily tasks as possible. From accounting to inventory management, there’s no shortage of software that can help you do it. And project management software is a great tool for business owners who want to take their operations to the next level.

With no surprise, This question of automation is in the mind of every growing business owner. To be able to grow, you need to keep the workflow going. Hence, project management software is a powerful tool to help you manage and automate your business. It allows you to organize your team as well as your workload, by giving you a centralized place to plan and organize all of your tasks.

This way, you don’t have to worry about forgetting a task or missing a deadline. So, let’s discuss some of the ways through which you can automate your project management tasks using the software.

Automating with Project Management Software

How can business owners user project management software to automate manual tasks?

When you scale your business, it becomes more and more difficult to keep on to things. Automation can help this in different ways. It ensures that a process is working correctly and that it can be completed by a simple input rather than a following long complex process.

Moreover, it’s important to remember that the project management software’s power lies in the fact that it automates your tasks, saving you a lot of time and effort. Here are some of the ways through which you can automate your project management workflow:

Unproductive tasks

The time you spend doing repetitive tasks like schedule checking/creating and unnecessary notifications can be used for something more productive. You can easily automate tedious daily tasks so that your employees have more time to work on something else that could be more beneficial for the business.


Once you have optimized your work methodology, you can easily automate your reporting for time tracking, project management and employee performance.


An approval process for project management software is an important part of the development stage. Automating the approval process will ensure that you meet your predetermined goals and deliver the project on time.

Repetitive tasks

Creating reports is a repetitive task. You have to create and share them with the team members once or twice a month or week. It can be automated so that you have reported on time, and meet deadlines.

Document management

Automate document management to save precious time and get your work done.
Automate as many tasks as you can. This will not only reduce the stress factor but also improve your efficiency and work quality.

Employee evaluation

If you are tracking employees’ performance with an Employee evaluation spreadsheet, it can be easily automated with this method. You don’t have to enter the data manually.

Automate emails

Email management is one of the most crucial tasks of a project manager. You can automate responding to emails with templates. Automation will make your reply email stress-free and will be easier to manage.
Automating reporting and using templates will improve project management and make you the most efficient project manager.

Automate workflow

You can automate your workflow by creating a workflow with the help of visual flowcharts. Visual flowcharts help you understand the process and where you can improve. Hence through all these and many other ways, you can optimize your work process, increase the efficiency of your employee and save a lot of time by automating your tasks.

Advantages of automating your business with project management software

Project management software has a lot of advantages when compared to the traditional way of work. These are some of them:

1. Saves time

Using project management software is like cutting down your hands from your job. You are free from the monotony of doing the same job every day. The software will take care of it for you. You just need to set it up and allow it to work. As it allows you to easily and quickly view your project’s progress through the use of Gantt charts, this software helps decrease the time that it would take to do the project manually.

2. Facilitates communication

With project management software, you can directly create and share the project details with other members of the project. You can also use it as a medium to communicate with others even if they are not in your company or they are in other countries.

3. Reduces risks

Using project management software, you can perform risk assessments to avoid any possible problems that may occur.

4. Provides visibility of the project

Project management software will help you track your project’s progress and allows you to see the latest updates on your project.

5. Helps improve your ROI

It is an investment worth your money. With the use of project management software, you will be able to achieve more in a short period. Thus, it will help your project to have a fast return on investment.

6. Improves the quality of work

The software allows you to plan and make sure that you can meet deadlines. Thus, with its help, you can deliver quality projects to your client.

Challenges of project management automation

Though project management automation comes with a lot of advantages, it is not without its own set of challenges. Here are some of the main challenges of project management automation:

Lack of Technical Skills

Automation needs a certain level of technical skills, but only certain project managers have this skill set. Many project managers are reluctant to learn about technical skills for project management software.
A project manager with a technical background is ideal for this job. They can develop and maintain project management automation software for the organization.

Lack of Standards

Automation tools are not as standardized as manual methods. Building automation tools from scratch is not a wise decision. Unless organizations start using a standardized framework, it will take a long time to make project management automation tools a part of the organizations.

System Integration Limitations

Project management automation tools cannot be integrated with the system that the organizations use. There are very few software products that can be integrated with an automation tool. It requires double work for the project manager to integrate the automation tool with the other tools used by the organization.

Inability to Provide Customization

Most automation tools offer limited customization. Project management automation tools allow very little flexibility. Project managers cannot make changes to the concerned software. This makes it a challenging task for the project managers to use such software.

The lack of customization in project management automation tools makes it difficult for the project managers to use them. The project management automation tools do not offer customizations for the project managers.

Unsatisfactory User Interfaces

User interfaces are the part of the software that is visible to the user. Most software applications in the market do not have user-friendly interfaces. Project management automation tools are no exception. The user interfaces of such software are often not user-friendly.

Tips to automate project management software at the company level

Here are some general project management guidelines that will help you automate project management software at the company level.

Communicate the Benefits of Automation

The benefits of automation must be communicated as broadly as possible across the company. You don’t want a disgruntled employee or senior manager to sabotage your efforts.

Be Open to Suggestions and Requests

Project management is a collaborative activity. Make a point of listening to employees, and they will be more willing to automate their work.

Listen to Your Customer

Make sure that you listen to your customers. They will likely have their preferences in terms of automation. Avoid the tendency to impose your way of doing things on them.

Avoid Regional Differences

Don’t let regional differences cloud the process of automation. Different regions of the company should have their ways of automating project management software. Avoid the tendency to impose a single standard across the company.

Conduct Pilot Projects

Start small pilot projects before implementing automation at the company level. This will help you iron out the kinks before you embark on full automation.

Budget for Automation

Decide on a budget for project management software at the company level. Decide on the particular aspects of automation that you want to roll out, and build an appropriate budget for them.

Develop a Road map

Once you have a firm idea of what you want to automate and have budgeted for it, create a road map for the various projects that you want to go ahead with. This will help you track your progress and make necessary course corrections as you go along.


All in all, automation is a huge time saver for many businesses, especially when it comes to repetitive processes. Project management software can make life easier by automating the process of managing your projects, tasks, and deadlines.

These types of tasks can be time consuming and boring, but if they’re automated, you can focus on more important tasks instead. Having project management software can also allow you to better track and manage your tasks, helping you stay organized.

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