As an enterprise organisation, it’s important to have a reliable project management tool to help you stay organised, collaborate effectively, and deliver results efficiently. One tool that can help you achieve all of these goals is the HubSpot project management tool – HubSpot Projects.
HubSpot Projects is a powerful project management platform that offers a range of features and functionality to help enterprise organisations streamline their workflows, improve visibility and collaboration, and increase efficiency.
With tools for task assignment, custom fields, reports and dashboards, and integration with other tools, HubSpot Projects provides a centralised platform for organising, tracking, and collaborating on projects and tasks.
In this blog, we’ll take a closer look at HubSpot Projects and why you should consider using it for your project management needs.
Whether you’re managing customer-facing work or internal projects, HubSpot Projects can help you deliver results more efficiently and effectively.
Let’s dive in!
What is HubSpot Projects?
HubSpot Projects is a project management tool that is part of the HubSpot CRM platform. It allows teams to organise, track, and collaborate on projects and tasks in a single place.
With HubSpot Projects, you can:
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Create and assign tasks to team members
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Set due dates and priorities
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Track progress and see who is working on what
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Collaborate and communicate with team members in the project workspace
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Integrate with other HubSpot tools
Why should you use HubSpot project management software?
One of the key benefits of using HubSpot’s project management tool is its user-friendly interface. It’s easy for team members to get up and running quickly, and the drag-and-drop feature makes it simple to move tasks and reorder project lists.
However, there are several other reasons why you might consider using the tool, such as:
Centralised project management
HubSpot Projects provides a single place to manage all of your team’s projects, tasks, and communication. This can help to streamline workflows and reduce the risk of miscommunication or missed tasks.
Some specific features that support centralised project management include:
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Task assignment: Team members can be assigned tasks within a project, and the status of those tasks can be tracked to ensure that they are completed on time.
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Project workspace: HubSpot Projects includes a built-in workspace for team members to collaborate and communicate on projects, helping to improve communication and ensure that all team members are on the same page.
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Custom fields: Teams can create custom fields to track additional information about their projects, such as budgets or client details.
Improved visibility
HubSpot Projects provides a variety of tools and features that help teams to track progress, identify trends, and get a clear and comprehensive view of their work. This can help to identify potential roadblocks or bottlenecks in the process and take corrective action.
Some features that improve visibility include:
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Task tracking: Team members can see the tasks that are assigned to them, as well as the progress of other tasks in the project. This can help to identify potential roadblocks or bottlenecks in the process and take corrective action.
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Reports and dashboards: HubSpot Projects includes a variety of reports and dashboards that can help teams to track progress, identify trends, and make informed decisions about their work.
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Collaboration: The built-in workspace in HubSpot Projects allows team members to collaborate and communicate on projects, helping to ensure that everyone is aware of the status of tasks and any issues that may arise.
Enhanced collaboration
HubSpot Projects includes a built-in workspace for team members to collaborate and communicate on projects. This can help to improve communication and ensure that all team members are on the same page.
Some specific features of HubSpot Projects that support enhanced collaboration include:
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Commenting and tagging: Team members can use the built-in commenting and tagging features to communicate and collaborate on tasks and projects. This can help to improve communication and ensure that all team members are aware of the status of tasks and any issues that may arise.
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File sharing: HubSpot Projects includes a file-sharing feature that allows team members to easily share documents and other resources related to a project. This can help improve collaboration and ensure everyone has access to the information they need to complete their tasks.
Integration with other tools
As part of the HubSpot CRM platform, HubSpot Projects can be easily integrated with other HubSpot tools, allowing teams to manage all customer-facing work in one place, streamlining workflows, and reducing the time and effort required to complete tasks.
Some specific ways in which HubSpot Projects integrates with the rest of the HubSpot ecosystem include:
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Sales and Marketing Hubs: HubSpot Projects can be easily integrated with the Sales and Marketing hubs, allowing teams to track leads, manage customer relationships, and measure marketing performance in a single platform.
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Customer service tools: HubSpot Projects can be integrated with customer service tools, such as the HubSpot Service Hub, to manage customer inquiries and support requests in a centralised location.
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CRM data: HubSpot Projects can access data from the HubSpot CRM, such as customer information and contact history, to help teams better understand and serve their customers.
Simplified project creation with templates
HubSpot Projects’ templates provide a starting point for creating new projects, helping teams to set up their projects more quickly and efficiently.
Some specific benefits of using templates in HubSpot Projects include:
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Time savings: Templates provide a pre-defined structure for a project, including tasks, milestones, and deadlines, saving teams the time and effort required to set up a new project from scratch.
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Consistency: By using templates, teams can ensure that their projects follow a consistent structure, helping to improve efficiency and effectiveness.
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Best practices: Templates can be based on best practices or industry standards, helping teams to create projects that are well-organised and effective.
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Customisation: Teams can customise templates to fit their specific needs and requirements, allowing them to create projects that are tailored to their specific workflows and processes.
Streamlined client onboarding
The features mentioned above are also useful for the onboarding process. This can help teams to streamline the onboarding process and ensure that clients are brought up to speed quickly and effectively.
Some useful features for client onboarding include:
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Task assignment: Team members can be assigned tasks related to the onboarding process, and the status of those tasks can be tracked to ensure that they are completed on time. This can help to ensure that clients have everything they need to get started, such as access to tools and resources.
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Collaboration: The built-in workspace in HubSpot Projects allows team members to collaborate and communicate on onboarding tasks. This can help to improve communication and ensure that all team members, as well as clients, are aware of the status of tasks and any issues that may arise.
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Custom fields: Teams can create custom fields to track additional information about the onboarding process, such as training materials or contact information for key stakeholders. This can help to ensure that clients have access to the resources they need to be successful.
How to add missing project management features to HubSpot Projects
While HubSpot’s project management software is powerful, it is missing a few features found in dedicated project management tools.
HubSpot’s App Marketplace allows users to discover and install a wide range of integrations and tools that can add missing project management features to HubSpot Projects such as:
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Gantt chart software: Gantt charts are graphical representations of tasks, showing the start and end dates of tasks and the dependencies between them. Tools like Ganttify and ChartGantt can be installed from the App Marketplace to add Gantt chart functionality to HubSpot Projects.
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Resource management tools: Tools like Resource Management and TimeDoctor can be installed from the App Marketplace to help teams track the time and resources they are spending on tasks and projects.
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Project budgeting tools: Tools like Forecast and Project Budget can be installed from the App Marketplace to help teams track and manage project budgets more effectively.
Choosing the HubSpot project management solution
From the above, it’s clear that HubSpot Projects is a powerful tool for project management.
With features such as task assignment, custom fields, reports and dashboards, and integration with other HubSpot tools, HubSpot’s project management software provides a centralised platform for organising, tracking, and collaborating on projects and tasks.
From streamlining onboarding to simplifying project creation and improving project visibility, HubSpot Projects can help you manage your projects more efficiently.
Looking to manage your projects more effectively?
At Huble, our HubSpot management service has helped many enterprises implement HubSpot’s project management solution to get a centralised overview of their projects that integrates seamlessly with HubSpot’s CRM.
