Sometimes you can manage more than ten email accounts, multiple customer project dashboards, and collaborate with professionals in different time zones. The time is right to automate your business.
You can increase the productivity of your team exponentially by connecting people, software and content from many data sources through automation. In this article, we’ll explore several integrations between popular task and project management apps.
These two apps are a perfect combination for project management in remote and hybrid setups. Toggl offers time tracking, task management, project timeline, etc., while Google Sheet is the trusted tool for collaborative data management.
When you create a new client, project, task or time entry in Toggl, the Zapier integration can help you manage data for this new task in Google Sheets. You can copy a previous project worksheet in Google Sheets to replicate an old project to match the new one.
Similarly, when you add a new table row to the project’s worksheet, Toggl can create a new task, tag, and more.
You can use Zapier integrations to automate your Excel spreadsheets without having to code a single row. In addition, you can connect Excel to Monday.com to import project management data directly into the Excel spreadsheet when someone makes changes in Monday.com.
In Zapier you will find a total of 10 actions and triggers for Excel. On the other hand, Monday.com has 14 options for actions and triggers. This means that you can easily create highly complex app integration recipes for these two apps in Zapier.
For example, if you need to add a new user in your Monday.com app, the Zapier integration can automatically add a row to the table or update a row in that project’s Excel spreadsheet.
ClickUp is project management software that allows you to manage the smallest details of any project. Time Doctor, on the other hand, is an app that keeps track of your team members’ work day.
Instead of running these two apps separately, you can integrate them to automate multiple workflows. For example, you may need to add a comment or status to a ClickUp task if the person responsible for the day is out. Additionally, you want to track this in Time Doctor for billing purposes.
Instead, automate this unproductive task by connecting Time Doctor to ClickUp. You can create multiple trigger scenarios in ClickUp that make changes in Time Doctor and vice versa.
4th Slack and things
Slack is a team communication app, while Things is an ideal personal task management app to organize tasks and to-do lists. You may receive tasks through Slack channels and then manually enter them into your Things account.
However, you can use Zaps to automate this task. Zaps are ready-to-use automation scenarios from Zapier. Things will automatically add a to-do item to your preferred folder when it detects changes in Slack.
Many Slack triggers are available for automation with the Things app. For example, a new text in a private or public channel could trigger a new task in the Things app.
Gmail is an indescribable project management tool, especially for freelance clients. Most gig workers and side hustlers use Gmail because Google’s service is free to use for commercial and personal purposes. You can now sync Gmail with the Things app to manage your to-do lists.
After you’ve created an integration for Gmail and Things, you can use up to seven triggers from Gmail that direct the automatic creation of tasks in the Things app. Some popular Gmail triggers are:
New highlighted email
Once you have the integration set up, Gmail and Things work hand in hand to update your daily items.
6th Trello and Jira
Jira is popular for problem tracking, while Trello is Kanban-style task management software. Creating tasks manually in Trello when new issues arise in the Jira app queue can be error-prone and time-consuming. You can make your team more productive by using ready-made Zaps for these two apps.
Suppose you have a new request in Jira. Using the app integration, you can instruct Trello to automatically create a relevant card for this task. This automation scenario reduces the risk of human error and inconsistencies in problem solving.
Trello’s Zapier-based automation also offers other activities like adding attachments to a Trello card, building a list, finding members, etc.
Real-time synchronization between the project management tool and the CRM software is of great importance for teams with customer service contact. In many cases, you can get new customer leads or deals through HubSpot CRM. On the other hand, you need to create tasks or update tasks in a project management tool like Asana.
Automate many of HubSpot’s and Asana’s tasks by integrating them through Zapier. There are more than ten actions and triggers available if you want to create a bespoke automation workflow.
Asana can automatically create tasks, attach files, update tasks, and more when it recognizes input from HubSpot. HubSpot triggers for Asana can be recently created contacts, a new company, a new business, an email subscription timeline, and so on.
8th. ClickUp and Jira
If you host your issue tracking software like Jira in the cloud, you can integrate it with your project management tools like ClickUp. Zapier offers many pre-built automation scenarios for Jira Software Cloud and ClickUp. Your team can start solving problems right away instead of copying and pasting data from one app to another.
There are eight actions for the ClickUp app in response to three triggers from the Jira Software Cloud. If you use the Jira Software Server as a trigger app, you will get trigger options like new projects, new issue types, new priorities, etc.
You will likely get multiple tasks from different clients across many apps. However, you may want to use a project management tool on your end to avoid complexities. The integration of Teamwork and Asana through Zapier is an example where you can group tasks in Asana from another task management app.
This integration reduces the unproductive work of manually importing tasks from Teamwork. Based on inputs in teamwork, such as new calendar events, event reminders, new invoices, etc., Asana can create new tasks, projects, or even update an existing task.
Cut down on busy work
The above list shows some popular app integrations that most people use to automate project management. However, there are many other automation scenarios that you can explore using integration tools like Zapier.
Automate your workflow using Zapier’s integrations above, or explore other alternatives that can also help you be more productive.
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