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What Is a Sales Order? (Example & Template Included)

ProjectManager.com

To better understand what a sales order is, we’ll define the term, list what should be included and outline the sales order process. To distinguish between other transactional documents, we’ll define a sales invoice and purchase order and how they differ from sales orders. We will define that process in the next section.

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How to Create a Timeline in Excel (Free Templates Included)

ProjectManager.com

Templates are extremely helpful in creating and executing a successful project, so we encourage you to download our free Excel timeline template below. Download Excel File Even though Excel can be helpful in some scenarios, the platform can only do so much. This Excel timeline was created using Excel for Microsoft 365.

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Notion Kanban Board: Key Features, Pros, Cons & Alternatives

ProjectManager.com

Monitor Resource Utilization ProjectManager’s kanban board syncs with other tools that allow you to monitor your resource availability and utilization throughout your projects. You can also define how many tasks you’d like to be created. Here are some of its main features. Here are some of them.

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What Is Kanban? Meaning, Definitions & Best Practices

ProjectManager.com

Assign tasks to your team members, track their progress and monitor project costs in real time. For other teams or even individuals, they might use kanban more loosely to order tasks in interesting new ways to help the team storyboard new features, ideate on products, define new categories for priorities, or arrange items by theme or color.

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How to Manage Your Project Pipeline With Software

ProjectManager.com

We’ll get to that in a moment as well as define project pipeline management. Work in Progress As the project moves into the execution, monitoring and controlling phase, you’ll need to keep track of the progress and performance of your team to make sure that the project is on schedule and staying within the budget.

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Warehouse Management: How to Run Efficient Warehouse Operations

ProjectManager.com

After defining warehouse management and its importance, we’ll focus on its key areas and what the operation life cycle looks like. Some of those processes, such as managing inventory, tracking quantities, monitoring expiration dates and organizing products based on customer demand fall under inventory management.

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Project Management Checklist for the Modern Agency [download]

Function Point

Mitigate these obstacles before they arise with a clearly defined agency project management process that helps agency leaders guide creatives from project onboarding through to completion. We’ve organized our own project management process into a downloadable agency project management checklist. We’d love to hear about it.