Managing large projects can often feel like trying to juggle multiple balls at once—each with its own complexity and timeline. For business owners and project managers, ensuring smooth execution requires effective planning, proper task delegation, and real-time tracking. This is where Automate Tasks comes in. With its range of features like team roles, categories, task assignment, intranet resources, and WhatsApp automation, Automate Tasks simplifies even the most complex projects.

In this guide, we’ll walk you through a step-by-step process to manage large projects effectively using Automate Tasks.

The first step to handling large projects is to organize your team. In Automate Tasks, you can create custom user roles and assign access permissions to ensure each member has visibility over what they need to see—nothing more, nothing less.
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​How to do it:

Assigning Roles & Permissions in Automate CRM

Limit unnecessary access to sensitive information to avoid confusion and mismanagement. This ensures accountability within the team.

Large projects typically consist of multiple aspects or phases. Automate Tasks allows you to create categories, where each category represents a single aspect of the project. This makes it easy to track progress at a granular level.

How to do it:

If you’re building a new mobile app, you can create categories such as:

This categorization allows you to maintain a clear structure and track progress within each aspect of the project.

Task delegation is crucial in large projects. Automate Tasks makes this process simple and transparent. You can assign tasks to specific team members based on their skill set, set deadlines, and mark priority levels to ensure the right people work on the right tasks.
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​How to do it:

Assigning tasks with priority and deadline

Assign tasks according to each member’s area of expertise. For example, assign design tasks to graphic designers and coding tasks to developers. This optimizes team productivity and minimizes delays.

Large projects require multiple resources like reference documents, guidelines, video tutorials, and templates. Instead of manually sharing these files over emails or chat apps, you can centralize them within Automate Tasks using the Intranet feature.
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​How to do it:

Intranet from Automate Business

Monitoring project progress is essential to ensure timely completion. Automate Tasks provides real-time dashboards that track the status of all tasks—whether they’re pending, in process, or completed.

How to do it:

Dashboard (Sample data)

Schedule regular review meetings with your team based on dashboard insights. This will help you identify tasks that are stuck and resolve issues early.

Sometimes, team members may struggle with their tasks. In such cases, providing support and guidance is critical to avoid delays. Automate Tasks allows you to track individual team member performance and status updates.

How to do it:

If a developer is delayed due to unforeseen technical issues, you can reassign some of their tasks to other team members to balance the workload.

Staying updated on task progress is essential for large projects. With WhatsApp notifications from Automate Tasks, you’ll always know which tasks are due or overdue. These notifications are sent not only to the task assignee but also to the reporting manager.

How to do it:

Task Reminder on WhatsApp

Projects rarely go exactly as planned. Delays, unexpected issues, or new requirements can arise. Automate Tasks gives you the flexibility to adjust task deadlines, reassign team members, and update task details.

How to do it:

Conduct regular review sessions where team members share their progress and obstacles. Adjust the project timeline accordingly.

How Automate Tasks Simplified It:

Result
The website was launched successfully within the 6-month timeline, with minimal last-minute adjustments, thanks to clear communication, proper task division, and regular tracking.

With Automate Tasks, managing large projects becomes a seamless process. From initial task delegation to real-time tracking and communication, every feature is designed to promote efficiency and on-time delivery.

Ready to master project management? Join our masterclass to learn how Automate Tasks can revolutionize your business.