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Productivity - 4 min READ

Efficient project management with Pipelines

How to streamline your project management process

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Author photo: Amie-Lynn Mitchell

Amie-Lynn Mitchell

Ever felt like you're drowning in to-do lists and deadlines while managing a project? You’re definitely not alone! Project management can get overwhelming: deadlines looming, emails overflowing, and team members looking for updates — it can feel like a constant game of catch-up. Not to mention, juggling multiple platforms to keep your projects and related customer data in-sync. Turns out, there's a better way to navigate the project management jungle, and it's what we like to call Pipelines.

The power of process: building a strong foundation

Before diving into the solution, let's establish a solid foundation. Effective project management hinges on a well-defined process. This means carefully crafting a blueprint for success. Here are the key pillars of your project management plan:

  • Crystal clear goals: Set SMART goals for your project. Specific, Measurable, Achievable, Relevant, and Time-bound goals provide a clear roadmap and ensure everyone is working towards the same objective.

  • Defined stages: Break down your project into manageable phases. Each stage should have a clear purpose and deliver a specific outcome.

  • Task delegation: You can't do it all, sadly! Delegate tasks to team members based on their strengths and availability. This ensures the right person is tackling the right job, leading to higher quality work and overall success.

  • Communication is key: Regular communication is the heart of any project. Keep everyone informed with progress updates, roadblocks, and any changes to the plan. Utilize a central communication channel to avoid information silos and ensure everyone is on the same page.

  • Task assignment: Assigning the correct team members to specific tasks within your process right from the beginning can allow all of the moving parts to have an owner.

  • Track your progress: Monitoring progress is like checking the weather forecast before a hike. Track task completion rates and identify any roadblocks before they derail your project.

These are the golden rules of project management, but implementing them in the daily grind can be tricky. That's where Copper’s Pipelines come in, offering a project management solution ready to streamline your workflow for good.

Pipelines: your project management hero

Imagine a visual roadmap for your project that guides you from start to finish. Each stage becomes a stop on the journey, with tasks clearly laid out and progress easily tracked.

Here's how Pipelines transform your project management from a potentially chaotic scramble into a well-oiled machine:

  • Visualize your workflow: See your entire project at a glance, with stages laid out in a clear, Kanban-style board. This visual representation eliminates confusion and allows everyone to understand where tasks stand in the overall project timeline.

  • Streamline task management: Forget endless to-do lists, sticky notes scattered across your desk or excel spreadsheets. Assign tasks, track progress, set deadlines, and identify bottlenecks — all within the intuitive Pipeline view. This centralized system keeps everyone organized and accountable.

  • Boost collaboration: Break down communication silos by fostering real-time collaboration within Pipelines. Team members can easily see task assignments, updates, and discussions, ensuring everyone is working together effectively.

  • Flexibility is key: One size doesn't fit all, and at Copper, we get that. Customize your Pipelines with custom stages, fields, and views to perfectly fit your unique project needs. Whether you're managing a marketing campaign or an onboarding process, Pipelines can be tailored to your specific workflow.

  • Say goodbye to silos: Break down departmental barriers and foster a culture of transparency with Pipelines. By keeping everyone on the same page within the Pipeline view, information flows freely, and teams can work together more effectively.

You’re probably wondering what features come with our magical Pipelines. Well, let’s take a look:

  • Template library: Our template library offers pre-built templates for common sales and non-sales use cases, categorized by industry and purpose. These templates take the guesswork out of setting up your Pipelines, including:
    • Pipeline Name

    • Stages

    • Revenue/Non-Revenue Setting

    • Record Type

    • Statuses

    • Card Fields

    • Monetary References

  • Consistent collaboration: Pipeline creators can set a default card field configuration, ensuring a consistent Kanban board layout for all users. However, individual users can still customize their own views for personalized preferences.

  • Tracking revenue: Pipelines caters to both revenue-generating and non-revenue workflows. Non-revenue Pipelines hide revenue-related features, keeping your view focused on what matters most.

  • Record type flexibility: Define the specific record type flowing through your Pipeline. For example, differentiate between Opportunities in a sales pipeline and Projects in a non-sales pipeline. You can even customize these record types for further personalization.

  • Pre-configured statuses: Save time with pre-configured status options tailored to your workflow. Revenue-focused Pipelines come with relevant statuses like Open, Lost, Abandoned, and Won. Non-revenue Pipelines offer statuses like Open, Won't Do, On Hold, and Done.

  • Improved related panel filtering: The Related section of your Company Record now displays separate sections for Revenue and Non-Revenue records, further organized by record type. This makes it easier to visualize all your engagements, categorized for clarity.

  • Streamlined duplication: Save valuable time by duplicating existing Pipeline records. This is useful when you need a similar workflow starting point for a new project.

Workflow efficiency with "duplicate on close won": Close a Pipeline record as Won? We've got you covered. A prompt will appear, allowing you to easily duplicate the record and move it seamlessly into your Projects workflow.

Ready to become a project management pro?

Don't wait any longer to take control of your projects. Pipelines offer a powerful and comprehensive solution to transform your project management. Whether you’re looking to streamline an onboarding, marketing campaign or sales process (and beyond), we’ve got your back! Experience the feeling of conquering projects with confidence and efficiency. Get started with Pipelines today and unleash your inner project management hero.

Click here to learn more.

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