How to Do Project Resource Planning [+Template]
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Projects

Projects
0
Search
Project
Status
PM
Start
End
1
Website Redesign
01 Pending
JS
John Scrugham
6/24/2020
9/14/2020
2
Social Media Campaign
02 Active
AC
Alan Chowansky
3/3/2020
7/23/2020
3
Hubspot onboarding
02 Active
MM
Maria Marquis
5/11/2020
6/20/2020
4
Landing Page
02 Active
PR
Polly Rose
4/27/2020
6/15/2020
5
SEO / PPC
04 Paused
AC
Alan Chowansky
There are no rows in this table

Tasks
Tasks are the things that the team needs to get done to do amazing work. Teams use a wide range of task management apps out there:
Simple and personal: wunderlist and todoist
Team boards: Trello
Task and project systems: Asana, Wrike, Jira

The common flow of a task is
PendingActiveDonePaused
, with some small variants. What gets a bit tricky is when your tasks aren't generic, which is, almost always. A common task flow breaks down when you're doing things like:
Designing custom assets for clients and going through two stages of revisions.
Writing articles and publishing then across various channels.
Tracking client requests for ongoing improvement on retainer.
Implementation where the data gathering flow is different than the upload process.

This is normally the moment when a team starts using their core task tracking app as more of a resource management tool and begin building out their actual flow in Google Sheets or devolving to good ol' analog with pen and paper and sticky notes on a whiteboard.

Tasks
5
Search
Task Name
Project
Assignee
Start
End
Effort
Note
Status
1
Audit
Landing Page
AC
Alan Chowansky
5/6/2020
5/27/2020
8
This is going great!
01 Pending
2
Make CSS Changes
Landing Page
BB
Benjamin Bachman
5/6/2020
6/1/2020
23
02 Active
3
Add a new page
Landing Page
CA
Corey Ayers
6/1/2020
7/4/2020
6
02 Active
4
Post to Facebook
Social Media Campaign
TS
Theo Shure
5/6/2020
5/27/2020
9
Sorta getting burned out here.
02 Active
5
Import client data
Hubspot onboarding
JS
John Scrugham
6/1/2020
6/14/2020
15
03 Done
6
Map user flows
Hubspot onboarding
AC
Alan Chowansky
5/1/2020
5/15/2020
36
02 Active
7
Project Mgmt
Hubspot onboarding
JS
John Scrugham
5/12/2020
5/28/2020
10
02 Active
8
Project Mgmt
Website Redesign
JS
John Scrugham
6/15/2020
7/27/2020
10
01 Pending
9
Design
Website Redesign
6/15/2020
8/4/2020
50
01 Pending
10
Develop
Website Redesign
7/20/2020
9/8/2020
90
01 Pending
11
Strategy
Website Redesign
8/10/2020
9/29/2020
20
01 Pending
12
Write content
Social Media Campaign
AC
Alan Chowansky
5/6/2020
6/29/2020
02 Active
13
Backend
Landing Page
MM
Maria Marquis
6/1/2020
7/4/2020
30
02 Active
14
PM
Landing Page
SG
Saagar Gupta
6/1/2020
7/4/2020
20
02 Active
15
Project Brief
Landing Page
PR
Polly Rose
6/1/2020
7/4/2020
50
02 Active
There are no rows in this table
Status
0

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