Learn tips to avoid 5 common mistakes by beginners
15 Essential Project Management Features
Choosing project management software can be complex given the range of features and plans available. Below, I go over the essential aspects to look for so you can make an informed selection that will serve your needs.
1. Task Management
What does task management do? Task management allows you to create, assign, organize and track the tasks that make up your project.
Why is task management important? It keeps team members on the same page about what needs to be done, reducing confusion.
This sample task list in Asana shows the details you can add to a single task.
Task management features are fundamental to project management software. They break down projects into smaller, more manageable tasks to assign to specific people. You can set deadlines and track progress in real time, making it easier to navigate the bigger picture while also paying attention to smaller details.
For example, a marketing team planning a product launch can create tasks for writing content, designing graphics and organizing events. As work progresses, the team can see which tasks have been completed and which ones are pending, ensuring nothing slips through the cracks and the launch runs smoothly.
2. Project Planning and Scheduling
What does project planning and scheduling do? Project planning and scheduling lets teams define goals, set timelines and map out the steps needed to achieve success.
Why is project planning and scheduling important? Teams can better understand how their work contributes to the overall project objectives.
ClickUp allows you to set goals and milestones to gradually progress in a project.
Project planning and scheduling features let you define specific goals and milestones that simplify large or complex projects. This helps you take a phased approach, focusing on smaller chunks of work that lead to larger objectives. With these tools, you can more easily prioritize work and visualize timelines and budgets.
For instance, a team working on a rebranding project can set the goal of launching a new website. They can schedule milestones within the goal, such as finalizing the web copy and images, completing design mockups and testing the site. By mapping these tasks against deadlines, the team can stay aligned to achieve the project objectives.
3. Project Views
What are project views? Project views are different ways to visualize or organize tasks and project progress, such as lists, kanban boards, Gantt charts and timelines.
Why are project views important? They help contextualize information in the best way possible for different use cases, stakeholders and teams.
monday.com offers many view options.
The best project management tools let you switch between project views like task lists, kanban boards, calendars and timelines so you can see the same information in different formats. This flexibility caters to diverse working styles — everyone can stay on the same page without needing a one-size-fits-all system.
Imagine a sales team managing their pipeline. Sales reps might prefer a kanban board to track leads as they move from “prospect” to “negotiation” to “closed deal.” The manager can use the list view to monitor individual responsibilities, while executives can use the project timeline and calendar views for effective monitoring and oversight.
4. Collaboration Tools
What are collaboration tools? Collaboration tools allow team members to communicate and share files directly within the project management platform.
Why are collaboration tools important? They reduce reliance on other tools like email, centralizing all project-related information.
ClickUp and other project management software solutions offer a range of collaboration features.
Effective project management software needs team collaboration features like @mentions, comment threads and file storage systems. These features make it easy to discuss tasks, clarify requirements and resolve issues while keeping all relevant people in the loop, which helps avoid confusion, save time and ensure clarity for stakeholders.
For example, an IT team upgrading a system can use collaboration tools so developers, testers and admins can share code, documents and feedback in one place. This helps the upgrade stay on track even if the team is not physically together.
5. Resource Management
What does resource management do? Resource management helps teams allocate and monitor people, equipment, time and budgets to keep projects running optimally.
Why is resource management important? It maximizes efficiency, prevents burnout and ensures the optimization of available resources.
Asana has resource management features that help you see how work is distributed.
Resource management gives managers a clear view of how resources are utilized so adjustments can be made as needed. It involves tracking availability, workloads and costs to prevent bottlenecks, avoid duplicate efforts and make data-driven decisions about how to allocate people and tools.
Take the case of a construction company managing several building projects simultaneously. Resource management features can help assign workers, machinery and materials based on project needs and deadlines. If one team is overbooked or a key piece of equipment is already in use, adjustments can be made promptly.
6. File Storage
What does file storage do? File storage lets you upload, store and access documents, images or other files directly in the project management software.
Why is file storage important? It keeps all project-related materials in one place, making it easier to collaborate and stay organized.
monday.com makes it easy to upload files to any specific task.
File sharing ensures that everyone has access to the right documents when they need them. The amount of storage you get depends on your subscription plan. Some free software includes a limited amount of storage.
For example, in a digital marketing agency, copywriters can upload ad content, designers can share graphics, and account managers can attach client feedback to each task. With everything updated centrally, the team can avoid miscommunication, ensure they’re working with the latest assets and successfully deliver campaigns to clients.
7. Reporting and Dashboards
What do reporting and dashboards do? These features provide quantitative visualinsights into project progress, performance metrics and potential bottlenecks.
Why are reporting and dashboards important? They offer a clear overview of how the project is progressing, equipping stakeholders to make data-driven decisions.
The popular project management software Jira features detailed dashboards.
Reporting and dashboards turn complex project data into easy-to-understand visuals. They let project managers access real-time metrics on project status, task completion, resource usage, budget tracking, deadlines and key performance indicators (KPIs).
For example, a mobile app development team might use a dashboard showing completed features, unresolved bugs and project deadlines. Developers can focus on outstanding tasks, while managers can see progress towards milestones and spot potential delays early.
8. Workflow Automation
What does workflow automation do? Workflow automation lets you set up rules to automatically handle repetitive tasks such as sending reminders, updating task statuses or assigning new work.
Why is workflow automation important? It saves time, reduces human error and ensures that processes run smoothly without manual intervention.
Automations streamline workflows and let teams focus on important tasks instead of repetitive administrative tasks. By using workflow automations to handle routine actions, teams can maintain consistency, reduce delays and prevent tasks from slipping through the cracks.
For example, at a publication, automations can move articles from “draft completed” to “editing” once a writer submits them. Editors can be notified immediately, and once the edits are finished, the task can automatically move to the design team for layout. Notifications can also remind proofreaders and the marketing team of upcoming deadlines.
9. Integration Capabilities
What do integration capabilities do? Integrations enable project management software to connect with other tools like customer relationship management (CRM) systems, email platforms or cloud storage.
Why are integration capabilities important? They facilitate a seamless flow of data between the different platforms that a team uses.
monday.com can connect to many other work apps.
Many project management systems integrate with other tools to help teams manage different aspects of their work, such as syncing client data, tracking invoices and connecting messaging apps. They help centralize information, automate updates across platforms and improve efficiency.
For example, an event management company planning a conference can integrate its project management software with email marketing tools, ticketing platforms and vendor databases. When a session is added to the event schedule, the system can automatically update the website, notify speakers and trigger email reminders for attendees.
10. Time Tracking and Budget Management
What do time tracking and budget management do? These features allow you to monitor the hours spent on tasks and projects, and track expenses and budgets in real time.
Why are time tracking and budget management important? They keep projects on schedule and within financial limits, helping managers make informed decisions.
ClickUp offers native time-tracking features.
While there are some great independent time-tracking tools, many project management systems include time management features. These allow employees to log time spent on tasks so managers can gain insights into team performance and productivity. They often also include budget-tracking features to monitor costs and manage resources.
To offer a real-world use case, employees at a consulting firm can log hours for different tasks while the project manager monitors total hours against the project financials. If one client project is consuming more resources than planned, adjustments can be made before it impacts overall profitability. This keeps both the clients and the firm satisfied.
11. Issue Tracking
What does issue tracking do? Issue tracking lets you log any problems that arise so they can be dealt with and monitored accordingly.
Why is issue tracking important? It ensures that any challenges are addressed quickly, prevents issues from escalating and contributes to project success.
Many project management services, such as Jira, offer issue-tracking capabilities.
Issue tracking is particularly useful in certain industries, such as IT or customer service. It involves categorizing issues, assigning responsibility and following progress until resolution. This helps managers spot recurring problems, identify bottlenecks and maintain smooth project execution.
For instance, a software development team can use issue tracking to monitor bugs that come up during testing. Each issue can be logged, prioritized based on severity and assigned to the most suitable developer. This ensures that critical bugs are fixed quickly and the team remains aligned to deliver a high-quality final product.
12. AI Capabilities
What do AI capabilities do? These capabilities leverage artificial intelligence to automate certain tasks, generate deep insights and support varied aspects of project management.
Why are AI capabilities important? AI features reflect current industry trends and have immense potential to help teams work faster and more strategically.
Tools like ClickUp are increasingly integrating AI features.
AI is increasingly being integrated into tools to boost project management functionality. It can help you find answers quickly from the context of your tasks or projects, which saves the effort of having to manually dig for information. Moreover, it can help with tasks like building project briefs, auto-filling repetitive data or summarizing meeting notes.
For example, a social media marketing team can use AI to brainstorm ideas, draft client messages, pull up past campaign reports and build content calendars with optimal posting times — all in just a few clicks. This can save hours of manual work.
13. Customization
What does customization do? Customization allows you to set up the project management software to best support your unique workflows and preferences.
Why is customization important? Every team or business works differently, so it’s helpful to have flexible software that can support and enhance existing processes
Software like monday.com offers plenty of customization features.
Customization can take many forms, such as creating custom fields, building personalized dashboards, setting unique task statuses or adjusting project templates. This adaptability can help you design workflows that reflect your goals and priorities. As a result, teams get a tool that feels like an extension of their operations rather than a one-size-fits-all solution.
For example, a consulting firm might customize its project management tool by creating fields specific to client deliverables, billing cycles and review stages. This allows consultants to track client needs and internal progress in a way that aligns with their business model, improving efficiency and client satisfaction at the same time.
14. Scalability
What does scalability do? Scalability ensures that project management systems can grow with your business. This means the software can adapt to a larger team, multiple projects and more data without compromising performance.
Why is scalability important? Ideally, you want your team or business to grow over time, so scalability means you can keep working with the same software even as your needs evolve.
monday.com has different plans that you can scale according to your needs.
Scalability encompasses a broad spectrum of features that involve supporting more users and offering advanced options as needs evolve. It can entail using more of the software’s features for managing projects at scale.
Alternatively, it might mean switching from a free plan to a standard paid or a custom enterprise plan that supports the growing business. Scalable software can adapt to handle the larger scope, keeping all departments aligned under one system.
For example, an e-commerce business may start with free project management software for its marketing team. Over time, it might upgrade to a paid plan to coordinate with product development, logistics and customer service across regions. Or if a company is expanding, the project management software can scale to the number of team members.
15. Security
What does security do? Security protects sensitive project data through features like encryption, access controls and secure authentication.
Why is security important? Teams often handle confidential client information, financial records or proprietary business data. Security features help protect against breaches to maintain trust and compliance with regulatory standards like the GDPR.
monday.com allows you to control user permissions for different boards.
Project management solutions include security controls like role-based permissions, data backups, two-factor authentication and compliance with industry standards such as the GDPR or SOC 2. These measures ensure that only authorized individuals can access certain information while also protecting against data loss or unauthorized access.
For example, a law firm managing case files through project management software needs strong security to safeguard client confidentiality. By setting strict access controls, only authorized attorneys and paralegals can view specific files, while sensitive communications remain encrypted. This maintains both legal compliance and client trust.
How to Choose the Right Project Management Software? Expert Tips
The perfect project management software solution is not the one with the most features but rather the one that truly fits your goals. Below, I provide some tips to help you make the right choice:
Match features to your needs: Identify your must-haves — like task tracking, reporting or file storage — and pick the best-value plan that offers them.
Consider ease of use: A tool can be effective only after teams adopt it, so consider the onboarding process when making your choice.
Think about scalability: Choose software that can grow with your business without becoming too expensive. Aim to strike a balance between functionality and cost.
Check integration options: Opt for software that connects with tools you may already be using, like Slack, CRM platforms, cloud storage or accounting software.
Which Project Management Software Has the Best Feature Set?
After years of testing and working with different project management software, I believe a few tools stand out based on their blend of strong features, user-friendliness and value for money:
Asana: This software is a great choice for boosting productivity and collaboration while keeping workflows simple. It also offers a solid free plan. Discover all the details in our Asana review.
What We Don’t Like to See in Project Management Software
Most project management software includes the features I’ve discussed. However, it can fall short if these features come with overly complex navigation, limited customization or slow performance. A lack of customer support and inadequate security are additional red flags. The software should also offer true value for money, which we discuss in our pricing guide.
I don’t like to see a software solution try to do everything only to end up cluttered and hard to use. Frequent bugs, poor mobile functionality or unreliable integrations can also interrupt workflows and cost valuable time. Ultimately, project management software should help rather than hinder a team’s productivity and workflows.
Final Thoughts
Choosing the right project management software comes down to understanding which features truly support your team’s workflow. From essential tools like task management and reporting to advanced capabilities like AI assistance and automations, the best software helps teams stay organized, productive and aligned.
Thank you for reading this guide — I hope it helped you understand different project management software features. Which features are most important to your workflows? Which project management software best fits your needs? Do you prefer a simple tool or an all-in-one platform packed with advanced options? Let us know in the comments below.
FAQ: Best Features in Project Management Software
The key features include task management, project planning and scheduling, collaboration tools, file sharing, reporting and dashboards, automations and integrations.
The functions of project management software include task planning and tracking, resource allocation, team collaboration and automation of repetitive workflows. These functions boost productivity and efficiency to meet goals.
A good project management software solution should meet your team’s unique needs through essential features like task management and collaboration. It should also be user-friendly, secure and easy to scale with your team.
Sources:
The State of Project Management Report 2020 – Wellingtone
Igor is one of the fact-checking editors for Cloudwards. As a man of many talents, he has worked in customer service and SEO, is proficient in video and audio editing, and is also a trained opera singer, gracing European stages with his hometown church choir. Outside of work, Igor’s passions encompass music performance, fitness and capturing moments through travel photography. With a life enriched by diverse pursuits, Igor’s story unfolds rapidly, with many of the chapters yet to reveal themselves.
Last published on Cloudwards:
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Key Takeaways: The 15 Most Important Features of Project Management Software
Task management
Project planning and scheduling
Project views
Collaboration tools
Resource management
File storage
Reporting and dashboards
Workflow automation
Integration capabilities
Time tracking and budget management
Issue tracking
AI capabilities
Customization
Scalability
Security
Facts & Expert Analysis: Key Project Management Tool Features
Task management vs project management: Task management is about organizing and completing to-dos, while project management involves planning, resource allocation reports and more. Project management software goes beyond basic task management.
Reporting and dashboards: Nearly half (48.5%) of organizations lack access to real-time key performance indicators (KPIs).1 This points to the importance of robust reporting and dashboard features in any project management software solution.
Integrations are important: A tool that connects seamlessly with other apps you use — such as Slack, Google Drive or customer relationship management (CRM) systems — is far more valuable than one packed with extra features that you won’t really use.
There are innumerable project management software options available that can fit the specific needs of any individual or team. However, it’s essential to understand the key project management software features to look for so you can get the best value for money while meeting your project goals.
In this article, I’ll break down the features and functionalities you should consider when choosing the best project management tools for your work. These include basic capabilities like assigning tasks and setting deadlines, as well as advanced options like customized dashboards and workflow automations. Keep reading for more details.
What Is Project Management Software & What Does It Do?
Project management software solutions help teams plan, organize and execute projects effectively. They centralize information and communication about projects to reduce confusion and streamline workflows.
This makes it easier for teams to get work done and for managers to track progress from start to finish. To learn more about the basics, read our project management 101 guide.
Discover 10 fundamentals of project management
Understand step-by-step plans for PM execution
Learn tips to avoid 5 common mistakes by beginners
15 Essential Project Management Features
Choosing project management software can be complex given the range of features and plans available. Below, I go over the essential aspects to look for so you can make an informed selection that will serve your needs.
1. Task Management
What does task management do? Task management allows you to create, assign, organize and track the tasks that make up your project.
Why is task management important? It keeps team members on the same page about what needs to be done, reducing confusion.
This sample task list in Asana shows the details you can add to a single task.
Task management features are fundamental to project management software. They break down projects into smaller, more manageable tasks to assign to specific people. You can set deadlines and track progress in real time, making it easier to navigate the bigger picture while also paying attention to smaller details.
For example, a marketing team planning a product launch can create tasks for writing content, designing graphics and organizing events. As work progresses, the team can see which tasks have been completed and which ones are pending, ensuring nothing slips through the cracks and the launch runs smoothly.
2. Project Planning and Scheduling
What does project planning and scheduling do? Project planning and scheduling lets teams define goals, set timelines and map out the steps needed to achieve success.
Why is project planning and scheduling important? Teams can better understand how their work contributes to the overall project objectives.
ClickUp allows you to set goals and milestones to gradually progress in a project.
Project planning and scheduling features let you define specific goals and milestones that simplify large or complex projects. This helps you take a phased approach, focusing on smaller chunks of work that lead to larger objectives. With these tools, you can more easily prioritize work and visualize timelines and budgets.
For instance, a team working on a rebranding project can set the goal of launching a new website. They can schedule milestones within the goal, such as finalizing the web copy and images, completing design mockups and testing the site. By mapping these tasks against deadlines, the team can stay aligned to achieve the project objectives.
3. Project Views
What are project views? Project views are different ways to visualize or organize tasks and project progress, such as lists, kanban boards, Gantt charts and timelines.
Why are project views important? They help contextualize information in the best way possible for different use cases, stakeholders and teams.
monday.com offers many view options.
The best project management tools let you switch between project views like task lists, kanban boards, calendars and timelines so you can see the same information in different formats. This flexibility caters to diverse working styles — everyone can stay on the same page without needing a one-size-fits-all system.
Imagine a sales team managing their pipeline. Sales reps might prefer a kanban board to track leads as they move from “prospect” to “negotiation” to “closed deal.” The manager can use the list view to monitor individual responsibilities, while executives can use the project timeline and calendar views for effective monitoring and oversight.
4. Collaboration Tools
What are collaboration tools? Collaboration tools allow team members to communicate and share files directly within the project management platform.
Why are collaboration tools important? They reduce reliance on other tools like email, centralizing all project-related information.
ClickUp and other project management software solutions offer a range of collaboration features.
Effective project management software needs team collaboration features like @mentions, comment threads and file storage systems. These features make it easy to discuss tasks, clarify requirements and resolve issues while keeping all relevant people in the loop, which helps avoid confusion, save time and ensure clarity for stakeholders.
For example, an IT team upgrading a system can use collaboration tools so developers, testers and admins can share code, documents and feedback in one place. This helps the upgrade stay on track even if the team is not physically together.
5. Resource Management
What does resource management do? Resource management helps teams allocate and monitor people, equipment, time and budgets to keep projects running optimally.
Why is resource management important? It maximizes efficiency, prevents burnout and ensures the optimization of available resources.
Asana has resource management features that help you see how work is distributed.
Resource management gives managers a clear view of how resources are utilized so adjustments can be made as needed. It involves tracking availability, workloads and costs to prevent bottlenecks, avoid duplicate efforts and make data-driven decisions about how to allocate people and tools.
Take the case of a construction company managing several building projects simultaneously. Resource management features can help assign workers, machinery and materials based on project needs and deadlines. If one team is overbooked or a key piece of equipment is already in use, adjustments can be made promptly.
6. File Storage
What does file storage do? File storage lets you upload, store and access documents, images or other files directly in the project management software.
Why is file storage important? It keeps all project-related materials in one place, making it easier to collaborate and stay organized.
monday.com makes it easy to upload files to any specific task.
File sharing ensures that everyone has access to the right documents when they need them. The amount of storage you get depends on your subscription plan. Some free software includes a limited amount of storage.
For example, in a digital marketing agency, copywriters can upload ad content, designers can share graphics, and account managers can attach client feedback to each task. With everything updated centrally, the team can avoid miscommunication, ensure they’re working with the latest assets and successfully deliver campaigns to clients.
7. Reporting and Dashboards
What do reporting and dashboards do? These features provide quantitative visualinsights into project progress, performance metrics and potential bottlenecks.
Why are reporting and dashboards important? They offer a clear overview of how the project is progressing, equipping stakeholders to make data-driven decisions.
The popular project management software Jira features detailed dashboards.
Reporting and dashboards turn complex project data into easy-to-understand visuals. They let project managers access real-time metrics on project status, task completion, resource usage, budget tracking, deadlines and key performance indicators (KPIs).
For example, a mobile app development team might use a dashboard showing completed features, unresolved bugs and project deadlines. Developers can focus on outstanding tasks, while managers can see progress towards milestones and spot potential delays early.
8. Workflow Automation
What does workflow automation do? Workflow automation lets you set up rules to automatically handle repetitive tasks such as sending reminders, updating task statuses or assigning new work.
Why is workflow automation important? It saves time, reduces human error and ensures that processes run smoothly without manual intervention.
Automations streamline workflows and let teams focus on important tasks instead of repetitive administrative tasks. By using workflow automations to handle routine actions, teams can maintain consistency, reduce delays and prevent tasks from slipping through the cracks.
For example, at a publication, automations can move articles from “draft completed” to “editing” once a writer submits them. Editors can be notified immediately, and once the edits are finished, the task can automatically move to the design team for layout. Notifications can also remind proofreaders and the marketing team of upcoming deadlines.
9. Integration Capabilities
What do integration capabilities do? Integrations enable project management software to connect with other tools like customer relationship management (CRM) systems, email platforms or cloud storage.
Why are integration capabilities important? They facilitate a seamless flow of data between the different platforms that a team uses.
monday.com can connect to many other work apps.
Many project management systems integrate with other tools to help teams manage different aspects of their work, such as syncing client data, tracking invoices and connecting messaging apps. They help centralize information, automate updates across platforms and improve efficiency.
For example, an event management company planning a conference can integrate its project management software with email marketing tools, ticketing platforms and vendor databases. When a session is added to the event schedule, the system can automatically update the website, notify speakers and trigger email reminders for attendees.
10. Time Tracking and Budget Management
What do time tracking and budget management do? These features allow you to monitor the hours spent on tasks and projects, and track expenses and budgets in real time.
Why are time tracking and budget management important? They keep projects on schedule and within financial limits, helping managers make informed decisions.
ClickUp offers native time-tracking features.
While there are some great independent time-tracking tools, many project management systems include time management features. These allow employees to log time spent on tasks so managers can gain insights into team performance and productivity. They often also include budget-tracking features to monitor costs and manage resources.
To offer a real-world use case, employees at a consulting firm can log hours for different tasks while the project manager monitors total hours against the project financials. If one client project is consuming more resources than planned, adjustments can be made before it impacts overall profitability. This keeps both the clients and the firm satisfied.
11. Issue Tracking
What does issue tracking do? Issue tracking lets you log any problems that arise so they can be dealt with and monitored accordingly.
Why is issue tracking important? It ensures that any challenges are addressed quickly, prevents issues from escalating and contributes to project success.
Many project management services, such as Jira, offer issue-tracking capabilities.
Issue tracking is particularly useful in certain industries, such as IT or customer service. It involves categorizing issues, assigning responsibility and following progress until resolution. This helps managers spot recurring problems, identify bottlenecks and maintain smooth project execution.
For instance, a software development team can use issue tracking to monitor bugs that come up during testing. Each issue can be logged, prioritized based on severity and assigned to the most suitable developer. This ensures that critical bugs are fixed quickly and the team remains aligned to deliver a high-quality final product.
12. AI Capabilities
What do AI capabilities do? These capabilities leverage artificial intelligence to automate certain tasks, generate deep insights and support varied aspects of project management.
Why are AI capabilities important? AI features reflect current industry trends and have immense potential to help teams work faster and more strategically.
Tools like ClickUp are increasingly integrating AI features.
AI is increasingly being integrated into tools to boost project management functionality. It can help you find answers quickly from the context of your tasks or projects, which saves the effort of having to manually dig for information. Moreover, it can help with tasks like building project briefs, auto-filling repetitive data or summarizing meeting notes.
For example, a social media marketing team can use AI to brainstorm ideas, draft client messages, pull up past campaign reports and build content calendars with optimal posting times — all in just a few clicks. This can save hours of manual work.
13. Customization
What does customization do? Customization allows you to set up the project management software to best support your unique workflows and preferences.
Why is customization important? Every team or business works differently, so it’s helpful to have flexible software that can support and enhance existing processes
Software like monday.com offers plenty of customization features.
Customization can take many forms, such as creating custom fields, building personalized dashboards, setting unique task statuses or adjusting project templates. This adaptability can help you design workflows that reflect your goals and priorities. As a result, teams get a tool that feels like an extension of their operations rather than a one-size-fits-all solution.
For example, a consulting firm might customize its project management tool by creating fields specific to client deliverables, billing cycles and review stages. This allows consultants to track client needs and internal progress in a way that aligns with their business model, improving efficiency and client satisfaction at the same time.
14. Scalability
What does scalability do? Scalability ensures that project management systems can grow with your business. This means the software can adapt to a larger team, multiple projects and more data without compromising performance.
Why is scalability important? Ideally, you want your team or business to grow over time, so scalability means you can keep working with the same software even as your needs evolve.
monday.com has different plans that you can scale according to your needs.
Scalability encompasses a broad spectrum of features that involve supporting more users and offering advanced options as needs evolve. It can entail using more of the software’s features for managing projects at scale.
Alternatively, it might mean switching from a free plan to a standard paid or a custom enterprise plan that supports the growing business. Scalable software can adapt to handle the larger scope, keeping all departments aligned under one system.
For example, an e-commerce business may start with free project management software for its marketing team. Over time, it might upgrade to a paid plan to coordinate with product development, logistics and customer service across regions. Or if a company is expanding, the project management software can scale to the number of team members.
15. Security
What does security do? Security protects sensitive project data through features like encryption, access controls and secure authentication.
Why is security important? Teams often handle confidential client information, financial records or proprietary business data. Security features help protect against breaches to maintain trust and compliance with regulatory standards like the GDPR.
monday.com allows you to control user permissions for different boards.
Project management solutions include security controls like role-based permissions, data backups, two-factor authentication and compliance with industry standards such as the GDPR or SOC 2. These measures ensure that only authorized individuals can access certain information while also protecting against data loss or unauthorized access.
For example, a law firm managing case files through project management software needs strong security to safeguard client confidentiality. By setting strict access controls, only authorized attorneys and paralegals can view specific files, while sensitive communications remain encrypted. This maintains both legal compliance and client trust.
How to Choose the Right Project Management Software? Expert Tips
The perfect project management software solution is not the one with the most features but rather the one that truly fits your goals. Below, I provide some tips to help you make the right choice:
Match features to your needs: Identify your must-haves — like task tracking, reporting or file storage — and pick the best-value plan that offers them.
Consider ease of use: A tool can be effective only after teams adopt it, so consider the onboarding process when making your choice.
Think about scalability: Choose software that can grow with your business without becoming too expensive. Aim to strike a balance between functionality and cost.
Check integration options: Opt for software that connects with tools you may already be using, like Slack, CRM platforms, cloud storage or accounting software.
Which Project Management Software Has the Best Feature Set?
After years of testing and working with different project management software, I believe a few tools stand out based on their blend of strong features, user-friendliness and value for money:
Asana: This software is a great choice for boosting productivity and collaboration while keeping workflows simple. It also offers a solid free plan. Discover all the details in our Asana review.
What We Don’t Like to See in Project Management Software
Most project management software includes the features I’ve discussed. However, it can fall short if these features come with overly complex navigation, limited customization or slow performance. A lack of customer support and inadequate security are additional red flags. The software should also offer true value for money, which we discuss in our pricing guide.
I don’t like to see a software solution try to do everything only to end up cluttered and hard to use. Frequent bugs, poor mobile functionality or unreliable integrations can also interrupt workflows and cost valuable time. Ultimately, project management software should help rather than hinder a team’s productivity and workflows.
Final Thoughts
Choosing the right project management software comes down to understanding which features truly support your team’s workflow. From essential tools like task management and reporting to advanced capabilities like AI assistance and automations, the best software helps teams stay organized, productive and aligned.
Thank you for reading this guide — I hope it helped you understand different project management software features. Which features are most important to your workflows? Which project management software best fits your needs? Do you prefer a simple tool or an all-in-one platform packed with advanced options? Let us know in the comments below.
FAQ: Best Features in Project Management Software
The key features include task management, project planning and scheduling, collaboration tools, file sharing, reporting and dashboards, automations and integrations.
The functions of project management software include task planning and tracking, resource allocation, team collaboration and automation of repetitive workflows. These functions boost productivity and efficiency to meet goals.
A good project management software solution should meet your team’s unique needs through essential features like task management and collaboration. It should also be user-friendly, secure and easy to scale with your team.
Sources:
The State of Project Management Report 2020 – Wellingtone
Igor is one of the fact-checking editors for Cloudwards. As a man of many talents, he has worked in customer service and SEO, is proficient in video and audio editing, and is also a trained opera singer, gracing European stages with his hometown church choir. Outside of work, Igor’s passions encompass music performance, fitness and capturing moments through travel photography. With a life enriched by diverse pursuits, Igor’s story unfolds rapidly, with many of the chapters yet to reveal themselves.
Last published on Cloudwards:
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