Key Steps for Getting Your Team to Use TeamGantt
If you’re just getting started in TeamGantt you’ll want to read through the basics section of our documentation first.
If you're ready to introduce TeamGantt to your team, watch this video. This is also a great video to show your team to get them comfortable with what a gantt chart is and how to use TeamGantt.
“[TeamGantt] is truly a fluid solution that works for us on a day in and day out basis.” – Brad Jones, VP of Design, Advent, Nashville, TN.
Follow along with this guide to learn how to introduce TeamGantt to your teams and start scheduling and managing your projects more efficiently than ever before.
1. Create a project that includes tasks for everyone on your team.
It’s going to be hard to get everyone on board with using TeamGantt if there aren’t tasks for them to work on as soon as they create their accounts and join your shiny new project. Creating a project that includes tasks for everyone is a great way to get your team using TeamGantt effectively right from the start.
“It is so intuitive and easy to use, even non-project managers are using it.” – Tracy Krebs, Director, Financial Operations, Expedia
2. Send out invitations to your team.
Inviting people is easy. Just use the ‘Invite People’ button from the timeline of your project, drop in their email address, personalize the invite and hit send. Personalizing your invitations is a great way to make sure your project invitation doesn’t get lost in the sea of email that people are inundated with everyday. It’s also a great chance for you to mention a few great benefits of using TeamGantt.
Tip: Include a link to the Get Started Quickly with TeamGantt in your invitations.
Perk: Once everyone has accepted their TeamGantt invitation, you can say goodbye to email for project related communication. With TeamGantt’s documents and comments options you can communicate and share files relative to the main project or individual tasks. This keeps all of your project communication in one place and accessible to everyone whenever they need it.
3. Assign the tasks to people on your team.
You can assign tasks to people even before they accept the TeamGantt invitation and create their account. It’s best to assign them some tasks as soon as possible so when they log on for the first time they can use My Task View to see exactly what they should be working on and when it’s due, as well as update their progress on their tasks.
[TeamGantt] allows me to quickly see what projects we are all working on. – Boris Veldhuijzen Van Zanten, CEO and Co-Founder, The Next Web
4. Schedule a kickoff meeting.
Plan a time when the whole team can get together to go over the benefits of using TeamGantt on your projects. This doesn’t have to be a long meeting, ideally less than 30 minutes, but it does give your team a chance to have specific questions answered or concerns addressed.
You could even schedule a live walkthrough with a TeamGantt Product Specialist. This will give your whole team an overview of all the great features available to them.
To help you keep your kickoff meeting as short an efficient as possible, we've put some resources together that we think will really help. Click here to get your kickoff meeting resources.
5. Work your project.
Now that you have your team excited about working in TeamGantt, it’s time to actually work in TeamGantt. Make sure you’re keeping task progress updated, adding new tasks as needed and checking off milestones as things are completed.
Tip: It can be tempting to go back to email for things but remember that TeamGantt can handle all of your project and task communication needs. Keep the conversation going inside of TeamGantt and only use email for communicating with resources and as a last resort.
“We love TeamGantt. We couldn’t have launched Treehouse successfully without it!” – Ryan Carson, Team Treehouse
Make the transition to TeamGantt smooth.
- Remember to explain the benefits of TeamGantt, not just the features. Understanding why working in TeamGantt will be beneficial to the team will do more than explaining a cool feature.
- Keep project communication inside of TeamGantt. Don’t complicate projects by having threads all over the place. Conversations in TeamGantt can keep everything nice and organized.