{"id":2449,"date":"2016-08-04T07:00:35","date_gmt":"2016-08-04T07:00:35","guid":{"rendered":"https:\/\/www.binfire.com\/blog\/?p=2449"},"modified":"2026-02-12T19:49:28","modified_gmt":"2026-02-12T19:49:28","slug":"introduction-task-management-tutorial","status":"publish","type":"post","link":"https:\/\/www.binfire.com\/blog\/introduction-task-management-tutorial\/","title":{"rendered":"Introduction to Task Management Software"},"content":{"rendered":"<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Task management is as integral\u00a0to the project management discipline as a ball to the game of football. Without task management software, there is no <a href=\"https:\/\/www.binfire.com\/blog\/online-project-management-software-tutorial\/\">project management software<\/a>.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">For this reason, <a href=\"https:\/\/www.profit.co\/product\/task-management\/\" target=\"_blank\" rel=\"noopener\">task management software<\/a> is the primary foundation of any project management application. In other words, there could not be good project management software without very good task management\u00a0software as an integral part of it.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Task management is the\u00a0tool for creating and <a href=\"https:\/\/www.binfire.com\/blog\/task-management-software\/\">managing tasks<\/a> through the project\u2019s lifecycle. It includes gathering requirements, planning, status tracking, testing, and creating final reports when tasks are\u00a0completed.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Individuals use task management\u00a0tools like a pen and a pad or software tools to organize and accomplish personal goals for every day&#8217;s chores.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Teams rely on task management software to collaborate and achieve group goals together. Tasks could have status, start date, due date, people who are assigned to work on them, comments, tags, and files that are attached to them.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">More advanced task management systems support dependencies, recurrence, priority, and complexity.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">The market is saturated with to-do lists and task management tools of varying maturity and functionality.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">The hope of this tutorial is to educate the reader about the attributes of good task management software.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">We also aim to clarify terms used by project management practitioners when task management is discussed or planned.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">There are three levels of task management software, each targeting different project complexities, team experience, team structure, and team sizes.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">I have grouped these task management tools as beginners, Intermediate, and advanced. For each, the required attributes and functionality are listed and explained.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><strong>Beginners Task management\u00a0software<\/strong><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">When managing tasks for personal use or simple projects all the functionality provided by the advanced task manager is not needed.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Here we have listed the minimum functionality needed to complete basic personal or simple projects.<\/span><\/p>\n<ol>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Title: A task should have a title; this helps to state the reason for the task in one simple sentence.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Description: Task description is used when the task title is not enough and more information should be given to the person the task is assigned, to make things clear.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Start date: When the task starts<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Due date: When the task ends<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Assigned to: Individual who is responsible for completing this task<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">That is all needed for a simple task manager to provide. Most to-do lists have this level of functionality. Quite a lot could be accomplished even with is simple task management system. An example if simple project management is <a href=\"https:\/\/www.asana.com\" target=\"_blank\" rel=\"noopener\">Asana<\/a>.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><strong>Intermediate task management\u00a0software<\/strong><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">For more advanced projects when a few people work together, the task manager needs to provide more functionality and features than listed above to be effective.\u00a0 In addition to all features listed above, this type of task manager needs to provide the following:<\/span><\/p>\n<ol>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Recurrence: In many projects, a task is repeated daily, weekly, or monthly. A recurring task helps to simplify this by creating the task once and using it as many times as needed.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">File attachment: To support task description or files needed to accomplish or verify the task, the task manager should have a facility for attaching files to tasks. The incorporation of third-party file storage systems like <a href=\"https:\/\/www.google.com\/drive\/\" target=\"_blank\" rel=\"noopener\">Google Drive<\/a> and <a href=\"http:\/\/www.dropbox.com\/\" target=\"_blank\" rel=\"noopener\">DropBox<\/a> is a big plus.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Status: The clear showing of a task\u2019s status is very important and can trigger action by the project manager or the team as a whole. A task could have one of the following states:<\/span>\n<ul>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Backlogged<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Open task<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Assigned<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Worked on<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Late<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">On-time<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Completed<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Failed<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Forwarded<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Tagging: A good task manager provides tagging to label tasks for easier search and grouping.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Search: A good task manager provide a search by different attributes like assigned to, status, and tags.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Percentage completed: This provides a tool for the person working on the task to tell the rest of the team what percentage of the task is completed at any given time.<\/span><\/li>\n<li style=\"padding-left: 30px;\"><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Comments: During the task\u2019s life cycle questions may arise. The system should be able to provide the ability for the team members to add comments on tasks for effective collaboration.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Most online project managers available today provide this level of functionality. This is good enough for most projects which don\u2019t need the advanced features we will discuss in the next section.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">An example of intermediate project management is <a href=\"http:\/\/www.trello.com\/\" target=\"_blank\" rel=\"noopener\">Trello<\/a><\/span><\/p>\n<h2><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><strong>Advanced task management software<\/strong><\/span><\/h2>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Complex projects, especially those involving the collaboration of multi-disciplined groups like software engineering, hardware engineering, etc, need more advanced project management tools\u00a0than the previous two types mentioned above.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">These projects need robust applications which can manage tasks&#8217; journey\u00a0from inception to completion.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">In addition to the features mentioned in the above two paragraphs, advanced task management applications have the following elements:<\/span><\/p>\n<ol>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Dependencies: In complex projects, we could have\u00a0tasks that can&#8217;t start before\u00a0another task is completed. Or a task can\u2019t start unless another task has already started. These requirements are called dependencies or predecessors. The task that controls when another task can start is called the predecessor. There are four types of dependencies used in project management and by far the Finish to Start is the most widely used.<\/span>\n<ul>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Finish to Start- Task A can&#8217;t start before Task B is finished<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Finish to Finish- Task A can&#8217;t finish until Task B is finished<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Start to Start- Task A can&#8217;t start unless Task B has started<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Start to Finish- Task B can&#8217;t finish unless Task A has started<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Priority: Each task has a priority level from low to high. The project managers set the priority when the task is assigned.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Complexity: This is for grouping tasks from simple to very complex. This helps the project team pay extra attention to tasks that are harder to accomplish.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Bug Tracking: Advance task management systems have a facility for entering bugs during testing. Tasks could be linked to bugs related to them<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Gantt chart: Even though the Gantt chart was developed in the 1950s, it is still the best method for visualizing tasks in one graph. Advanced Gantt charts let the user manipulate task data right from the Gantt.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Burn-down chart: The Burn-down chart is another visualization tool for comparing the project plan against the project&#8217;s actual progress. It shows if tasks are on time as planned or late. It also predicts the estimated project finish date based on the project&#8217;s own up to now\u00a0data.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Advanced project management software is used for simple to multidisciplinary projects which need advanced task management plus tracking tools needed to run projects productively. <a href=\"https:\/\/www.binfire.com\/\">Binfire<\/a>, <a href=\"http:\/\/www.wrike.com\/\" target=\"_blank\" rel=\"noopener\">Wrike<\/a>, and <a href=\"http:\/\/www.clarizen.com\/\" target=\"_blank\" rel=\"noopener\">Clarizen<\/a> are examples of project management software with advanced task management tools.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">The market is filled with task management software vendors who claim to have the tools you need to be productive and complete your projects successfully. Notice that, not all teams are created equal. Make sure to try for yourself all tools available and choose the application that fits your needs best.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Refer to the buyer\u2019s guide for purchasing project management software for a complete step-by-step <a href=\"https:\/\/www.binfire.com\/project-management-software-buyer-guide\/\">guide on how to select software for project management<\/a>. This guide specifies the requirements of task management software as part of a good project management application.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\">Good references for task management, project management, and tools needed for best practices can be found here:<\/span><\/p>\n<ul>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.pmi.org\/about\/learn-about-pmi\/what-is-project-management\" target=\"_blank\" rel=\"noopener\">PMI<\/a>\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/blog\/\">Binfire<\/a><\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/blog\/anatomy-of-a-task\/\" target=\"_blank\" rel=\"noopener\">Anatomy of a task<\/a><\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/best-task-management-software\/\">The best task manager app<\/a><\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/gantt-chart-software\/\">Gantt Chart Software\u00a0<\/a><\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/burndown-chart\/\">Burndown Chart\u00a0<\/a><\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 18pt;\"><a href=\"https:\/\/www.binfire.com\/project-calendar\/\">Project calendar for viewing tasks\u00a0<\/a>\u00a0<\/span><\/li>\n<\/ul>\n<div id=\"wen-cta-9842\" class=\"wen-cta-wrap wen-cta-template-default\"><div class=\"wen-cta-inner\"><div class=\"wen-cta-content\"><div style=\"text-align: center;\">\n<a href=\" https:\/\/www.sagekick.com\/project-tracking-software\/ \"><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/binfire.com\/blog\/wp-content\/uploads\/2024\/09\/Ad-1-300x129.png\" alt=\"\" width=\"300\" height=\"129\" class=\"alignnone size-medium wp-image-9843\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2024\/09\/Ad-1-300x129.png 300w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2024\/09\/Ad-1-768x330.png 768w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2024\/09\/Ad-1.png 959w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>\n<\/div>\n<\/div><!-- .wen-cta-content --><div class=\"wen-cta-button-wrap\"><\/div><!-- .wen-cta-button-wrap --><\/div><!-- .wen-cta-inner --><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Task management is as integral\u00a0to the project management discipline as a ball to the game of football. Without task management software, there is no project management software. For this reason,&hellip;<\/p>\n","protected":false},"author":2,"featured_media":2451,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,47,42],"tags":[41],"class_list":["post-2449","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management-2","category-project-management-software","category-task-management","tag-project-management-task-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction to Task Management Software - Collaboration Corner<\/title>\n<meta name=\"description\" content=\"Introduction to Task management software for experienced and novice project manager and project&#039;s team members. 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