Using Tadabase for Task and Project Management

Introduction

How many task management systems have you tried over the years? Personally, I've lost count.

Are you still using any of them consistently? Many of us struggle to stick with one task management app for long, often because these tools exist outside of our primary workflows. Managing multiple apps in an ever-growing tech stack sometimes feels like another task in itself!

Another challenge is the lack of customization. Most task management apps follow a one-size-fits-all approach, which doesn’t always work for unique organizational needs.

That’s where Tadabase comes in. With its flexibility, you can build a task management app tailored to your exact specifications. If your organization is already using Tadabase for internal processes, integrating task and project management into your system can create seamless cohesion between departments, boosting overall efficiency.

Here are just a few features you can build into a task management app using Tadabase:

• Send new tasks to a Slack channel automatically
• Automate email notifications for task updates
• Convert tasks into calendar events
• Turn tasks into tickets in Freshdesk or Jira
• Assign user-specific tasks without expensive "workspace" fees
• Add custom fields to track various statuses and metrics
• Create dashboards that display task statuses or workloads by user

Why Task Management Matters

Consider these industry insights:

• 77% of high-performing projects use project management software. (Source: Wellingtone)
• Only 23% of organizations use standardized project management practices across the entire organization, while 33% apply them only in some departments. Alarmingly, 7% of organizations don’t use any standardized practices. (Source: PMI)
• The top five reasons for project failure include:
  1. Shifting organizational priorities (39%)
  2. Changing project objectives (37%)
  3. Inaccurate requirements gathering (35%)
  4. Lack of clear vision (29%)
  5. Poor communication (29%) (Source: PMI)

Building Task Management in Tadabase

Tasks in Tadabase are simply individual records in a Data Table, which makes them highly customizable. By adding fields to your tasks Data Table, you can create detailed, personalized workflows that match your needs.

Start by adding these essential fields to your Task Data Table:

• Task Name: A text field to name your task.
• Task Description: A long text field to provide context and details.
• Due Date: Assign deadlines to send reminders, schedule tasks on a calendar, and more.
• Status: Track the progress of your tasks with custom statuses.
• Attachments: Upload files or images relevant to the task using the Files field.

Once you've set up your task table, you can display tasks in a list or table view and easily create new tasks using a Form.

Organizing Tasks with Projects

If you need more structure, create a new Data Table for "Projects" and add relevant fields. By linking tasks to projects with a Connection Field, you gain better oversight and control over each task within a project.

With Tadabase, you can fully customize task and project management to fit your organization's unique needs. Ready to see it in action? Install our pre-built Project and Task Management app as a template and get started today.