Getting Your Team to Use TeamGantt
If you’re just getting started in TeamGantt be sure to read through the basics section of our documentation first.
Ready to introduce TeamGantt to your team? Send them this video on understanding gantt charts to get them comfortable with using 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.
1. Create a project that includes tasks for everyone on your team.
It's easier to on-board your team if there are tasks ready for them as soon as they create their accounts. Create a small project that includes tasks for everyone.
“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 view of your project. Simply drop in their email address, personalize the invite and click Send Invitation. Personalizing your invitations is a good way to make sure your project invitation doesn’t get lost in their inbox. 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, feel free to say goodbye to email for project communication. TeamGantt’s documents and comments features allow you to communicate and share files for projects and individual tasks. This keeps all of your project communication in one place and accessible for everyone.
3. Assign tasks to 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 tasks as soon as possible. Your team can use the My Tasks View to see exactly what they should be working on, when it’s due, and update their progress.
[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 meet to go over the benefits of using TeamGantt. The ideal meeting is less than 30 minutes and gives your team a chance to get specific answers to any questions they may have.
You could even schedule a live walkthrough with a TeamGantt Product Specialist. This will give your team an overview of all the great features available to them.
Here are some kickoff meeting resources to help make your meeting as efficient as possible.
5. Work your project.
Now that your team is excited about using TeamGantt, it’s time to go to work. Make sure you’re keeping task progress updated, adding new tasks as needed, and checking off milestones.
Tip: It can be tempting to go back to email for project communications. TeamGantt can handle all of your project and task communication needs. Keep the conversation going inside of TeamGantt.
“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 TeamGantt is beneficial to the team will do more than explaining a cool feature.
- Keep project communication inside of TeamGantt. Don’t complicate projects by having conversations in multiple tools. Conversations in TeamGantt can keep everything organized.