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What is Issue Management?

Issue Management is the process to make others aware of the problem and then resolve it as fast as possible

To understand this, take the following exercise –

There are some typical issues in the project

Strategy

The Project is out of budget

Lack of visible management support for the project

Project communication has been ineffective

Project management process does not follow the standard

Definition

Wrong project target

Project Scope not defined correctly

Unclear project requirements

Human Resources

Project team lacks skills to complete the project

Project team is too large or too small & hence difficult to manage

Project team is poorly organized. They do not want to work as a Team

Lack of skilled members due to leave taking or resignations.

Schedules

Project schedule is too tight. You do not have enough manpower to meet deadlines.

The project needs some inputs such as test material, software tool etc. … but there is delay in delivery.

Why do Issues happen?

Here are few common mistakes which cause the issues

Matching resources to the wrong projects

Guru99 Bank is complex and big project. You need many personnel with testing skills. But you selected resources with development skills. What will be the issue?

The following issues may happen

A lot of time will be wasted as the developers are not trained testers & will need to learn testing. Deadline may be missed.

The Quality of Testing may suffer.

The matching up of resources to projects is the most important factor in project management and is viewed as a critical stage for project success. Matching resources to the project should ensure the resources skills are able to reach the project’s expectation.

Project Manager’s lack of management skills

You are assigned as Test Manager of Guru99 Bank project. It is good news, but you have never managed a project before. You do not have any experience in managing a project, it can cause major issue.

Controlling a project is hard and it is even harder if the project manager does not have any experience to manage the project well. Experience in running project status meetings, managing risk and dealing with the project stakeholders is very important for the successful development and execution of a project.

Project schedule

Too tight or loose schedule is one of the reasons that make the project progress delay or overrun. This situation can arise if the project manager sets unrealistic time schedules against project tasks.

Underestimating

Know who are and what you can do. The big mistake the Test Manager makes is that he thinks it is easy to complete any project. You need to be realistic in your thinking and ensure you are not underestimating your needs from the get go.

Ignoring the small problems

Some small problem at present can become worse in the future. See the following example:

Not following the process

Test Management is big process which Manager need to follow strictly. Not following process means you break the rule.

Having a process in place will give you structure and organization and decrease the chances of projects running into risk

Not Listening to others

You are Test Manager of the project; you have the highest position in the project Team. But you cannot do anything alone; you need your project Team.

Issue Management Approach

Let’s start the topic with following scenario

In the project Guru99 Bank, in order to make the Test Plan, you have to analyze and make clear the customer requirement. Here is a scenario

In this case, one issue happened. It came from the customer. In five days, he changed the requirement for 3 times. Fickle clients can be a huge hassle because he does not know what his wants are, until a certain stage is completed.

This topic will show you step-by-steps guideline to solve the issue.

Record

At some point during the project, the risks, which you identified in the planning steps, will become true and you have an issue. You have to record any event or problem which has happened and threatens the success of your project

In many project, the issues are likely to arise at the beginning of the project. So, it is a smart idea to detect and discuss issues during project initiation.

When an issue is identified, you should do following action:

Record the project issues

One of the best tools to record the project issues is issue log. The issue log will help you to focus on finding a solution to a problem.

You can create the issue log by yourself or use the issue log template in this article as the reference.

Set the priority level

Do not forget the issue priority, you always assign a priority level to an issue. There are three issue priorities commonly used

What priority will you set for the issue which mentioned in above topics?

Incorrect

Correct It’s Critical issue and need to resolve immediately

Assign the owner to the issues

Assign project issue to the person best suited to deal with it. That person is someone in or outside the project team. However, if you do assign it someone outside the team makes sure they know what they are getting into!

For our above issue of Customer changing requirement, you can choose a person who has best communication skill to solve the issue. He will work as a bridge engineer to negotiate with customer, request them to fix the requirement, in order to proceed the project.

Track the issues status

After assigning the owner to the issue, you have to check the issue log and update the issue status regularly. The following figures represent the type of risk

Report

Document the significant project issues in your regular progress (highlight) reports and escalate high priority issues to the project board—communication is key.

Expert project managers rely heavily on a project issue status report, especially if a project is large and has many stakeholders.

To help you create your own report, you can use or utilize the Project Issue Template Report in this article.

Control Project Issues

The Project Manager is responsible for the control of project issues and should carefully consider the following activities

Acknowledge the people who could have an impact on resolving the issue.

Stop all activities around the issues and prior to resolving the issue first. You are the project manager and in control of the situation, do not rush the project unless you resolve issues.

Now think hard on following questions for each issue in the log

    Create a list of possible actions or options that could offer the breakthrough you are seeking. Then narrow down your list and select those options most likely to resolve the issue.

    Incorrect

    Correct

    In above interactive element, you can use any action to solve the issue such as A, B or C. But in some cases, use only one option may not enough to solve the issue completely. The best way is combine all the options.

    For example, if you select option A “Hold the meeting with customer to make clear and baseline the requirement as soon as possible”. What will you do if you and your customer can not make the final requirement after such the meeting? You need to get more support from higher level to negotiate with customer (Option B). If customers are not professional, they even don’t know exactly their requirement. In such case, you should propose new ideas to customer about the product requirement.

    You're reading Issue Management In Your Testing Project

    Project Risk Analysis & Solutions In Software Testing

    What is Risk Analysis?

    Risk is the probability of occurrence of an undesirable event.

    Risk Analysis in Software Engineering is the process of analyzing the risks associated with your Testing Project.

    For the success of your project, Risk should be identified and corresponding solutions should be determined before the start of the project. Risk Identification in Software Engineering helps you to identify probable risks in the early stages.

    In this tutorial, we will discover the first step in Test Management process: Risk Analysis and Solution with the help of a case study.

    In this topic, we will discover the first step in Test Management process: Risk Analysis in Software Testing and Solution with the help of a case study.

    The Guru99 Bank will have two roles

    Manager

    Customer

    Following features/modules will be available to these two different roles

    Here is a little tour of the website

    After reading the requirements documents, you may have realized that the website has too many functional and complex scenarios.

    Here is the situation –

    The Guru99 banking website has already finished the development phase. Now it starts the Testing phase. Sadly, you were not involved early during the requirements phase

    Your boss needs you finish the testing in one month only with a limited budget, but expects great quality.

    A team member who is an experienced engineer, tells you

    In such case, what should you do?

    A) It seems to be a big problem. We need to deal with ASAP!!!

    B) I don’t care. We need to start working right now.

    The project is a mess and took all of your resources and time. The employee’s workload increased drastically & they feel stressed and overloaded

    – Your project is delayed so you could not release product on the decided deadline as you promised to your boss. As your team member said, the schedule of this project is too tight compare to the current resource allocation.

    The above example illustrates the importance of Risk analysis in Test Management.

    Risk management helps you in –

    The risk, which was mentioned in above example, is just one of many potential risks that may occur in your project. You should identify them and make the decision to deal with them ASAP!!! So, the correct action in that example is action A.

    Hence, Risk Analysis in Testing is important

    How to Perform Risk ANALYSIS?

    It’s a 3-Step process

    Identify the Risks

    Analyze Impact of each Identified Risk

    Take counter measures for the identified & Analyzed risk

    Step 1) Identify Risk

    Risk can be identified and classified into 2 types in software product

    Project Risk

    Project risk can be defined as an uncertain event or activity that can impact the project’s progress. The impact has a positive or negative effect on the prospects of achieving project objectives.

    There are primarily 3 categories of Project Risks

    Organizational Risk

    It is a risk related to your human resource or your Testing team. For example, in your project, lack of technically skilled members is a risk. Not having enough manpower to complete the project on time is another risk.

    To identify the Organizational Risk, you should make a list of few questions and answer them as self-exercise. Here are some recommended questions.

    Your project doesn’t have any organization risk

    Your project doesn’t have any organization risk

    Your project doesn’t have any organization risk

    If you answer all the above questions, you will easily identify the potential risks, which may affect to your project.

    Technical Risk

    Technical Risk is the probability of loss incurred during the execution of a technical process such as untested engineering, wrong testing procedure…etc. Here is an example of technical risk

    Your task in this project is testing a banking website. You have to set up proper test environments which mirror real business environments. If the Test Environment is not setup properly, the product will be not be tested correctly and many defects will not be detected.

    Business Risk

    The risk involves an external entity. It is the risk which may come from your company, your customer but not from your project.

    The following picture shows you an example of business risk.

    In such case, the Test Manager has to find out the solutions to deal with the risk such as:

    Set priority for the testing phases, focus on testing the main features of website

    Utilize a testing tool to increase the productivity of testing

    Apply process improvement to reduce the management effort.

    Product Risk

    Product risk is the possibility that the system or software might fail to satisfy or fulfill the expectation of the customer, user, or stakeholder. This Risk in Test Plan is related to the functionality of the product such as Performance Issues, Security Issues, Crash Scenarios, etc.

    Following are examples of a few product risks –

    requirement

    The software is unreliable and frequently fails to work.

    Software fail in ways that cause financial or other damage to a user or the company that uses the software.

    The software has problems related to a particular quality characteristic such as security, reliability, usability, maintainability or performance.

    Now back to your project, is there any product risk in the Guru 99 Bank website? To answer this question, you should follow the following steps

    Once you are done with above 3 steps, take a small quiz below to identify product risks

    Incorrect

    Correct

    Correct

    Incorrect

    Incorrect

    Correct

    Step 2) Analyze the impact of the risk occurring

    In the previous topic, we already identified the risks which may hamper your project. Here is the list of risks identified:

    You may not have enough human resource to finish the project on the deadline

    The Testing environment may not be setup properly like real business environment.

    Your project budget may cut by half because of business situation

    This website may lack security functions

    Next, you should analyze these risks.

    Each risk should be classified on the basis of following two parameters

    The probability of occurrence

    The impact on the project

    Using the matrix below, you can categorize the risk into four categories as High, Medium, and Low or values 3,2, 1

    Probability

    High (3)

    Has very high probability to occur, may impact to the whole project

    Medium (2)

    50% chance to occur

    Low (1)

    Low probability of occurrence

    Impact

    High (3)

    Cannot continue with project activity if it is not solved immediately

    Medium (2)

    Cannot continue the project activity if it is not solved

    Low (1)

    Need to solve it but it is possible to take alternative solution for a while

    Consider the following Risks

    Risk

    Probability

    Impact

    Priority = Probability* Impact

    Project deadline not met

    3

    3

    9

    Electricity Failure

    1

    2

    2

    Based on the above priority you can take the Risk Mitigation in Testing or counter measures mentioned in below table

    Priority

    Risk Management Method

    High

    6 -9

    Take mitigation action immediately and monitor the risk every day until its status is closed.

    Middle

    3-5

    Monitor the risk every week at internal progress meeting

    Low

    1-2

    Accept the risk and monitor the risk on milestone basis.

    It’s now time for an exercise, we have 4 risks identified in the Guru99 Banking project. Classify them yourself

    Risk High Medium Low Status

    You may not have enough human resource to finish the project at the deadline

    Correct.

    Incorrect.

    The testing environment may not be setup properly like real business environment

    Correct.

    Incorrect

    Your project budget may cut by half because of business situation

    Correct.

    Incorrect

    This website may lack security features

    Correct.

    Incorrect.

    Step 3) Take COUNTERMEASURES to mitigate the risk

    This activity is divided into 3 parts

    Risk response

    The project manager needs to choose strategies that will reduce the risk to minimal. Project managers can choose between the following four risk response strategies

    Back to the 4 risks identified earlier, we have to find the Risk and Mitigation in Testing or countermeasure to avoid or eliminate them.

    B) The Testing environment may not be setup properly like real business environment

    C) Your project budget may cut by half because of business situation

    D) This website may lack security features

    Select the talented and experienced member to join the Project Team

    Create the training course to skill up the member, help them to improve the productivity

    This risk could be avoided if you do the following activities

    Ask the development team for their help to build up the test environment

    Prepare all the equipment or materials (Server, database, PC..) needed for setting up environment

    This risk is a critical; it may prevent the whole project from proceeding. In that case, you should do

    Re-define the project scope, identify what will be tested and what will be ignored in such case

    Negotiate with customer about the term of project to fit for the project budget

    Improve the productivity of each project phase such as testing, making test specs,…If you can save time, you can save cost

    This risk is considered as Medium priority, because it doesn’t affect to the whole project and could be avoided. You can request the development team to check and add these functions to the website.

    Register Risk

    All the risk must be recorded, documented and acknowledged by project managers, stakeholder and the project member. The risk register should be freely accessible to all the members of the project team.

    There’re some useful to register risk such as Redmine, MITRE… etc.

    Monitor and Control Risk

    Risks can be monitored on a continuous basis to check if any changes are made. New risk can be identified through the constant monitoring and assessing mechanisms.

    For better risk management, you can refer Risk Management template include in this article

    Project And Program Risk Management

    For a project-oriented organization, the success of a project is key to the company’s success. Completing the project with minimal resources, a skilled workforce, and the allotted budget are a few things that help a company achieve its organizational goals. And while schedule, cost, deadlines, resources, and budget are all crucial for success, the biggest and more important factor that can be the difference between the success and failure of a project is risk.

    Every project, irrespective of its size and nature, carries some form of risk. It might vary depending on the type of project you are working on. The risk might also change based on how your project progresses. It’s important that you monitor the risk throughout the project lifecycle. Some risks bring new opportunities for the company, while others are a threat that might lead to negative consequences. Identifying the risks, evaluating them based on the potential consequences, and, most importantly, establishing the ways to mitigate those risks is important in ensuring the successful completion of different projects.

    What is Project Risk?

    Risks are uncertainty. As mentioned above, you can only guess whether a certain risk has a positive or negative impact on your organization. This also allows you to better equip yourself with the tools needed to deal with risks when they crop up in the middle of the project. Remember, the risk affects one or more of your project objectives. You need to evaluate the risk beforehand to understand better whether it’s worth taking the risk or if you should just leave the part that has any chance of leading to negative consequences.

    Usually, managers work with stakeholders and their teams to make a risk management plan. The first step in mitigating any kind of risk is developing a risk management plan. You need to document each step you should take to reduce the risk or deal with it as efficiently as possible. Risk management, basically, refers to the process of handling the risk such that your end result sare not affected. Simply put, risk management is the process of identifying, evaluating, and mitigating risks through a series of steps.

    Project Risk Management Steps

    These six steps will help you plan risk management proactively so that when something uncertain occurs, you know how to handle that.

    Risk Identification

    The first step in risk management is to identify potential risks that can have positive or negative consequences on your project outcome. Talking to your team and conducting regular meetings with stakeholders and supervisors will help you understand the risks that might occur.

    For example, when you are working on a project with a tight deadline, there is a risk of delaying the delivery because of the national holidays. You can create a list of project risks based on previous projects. Work with your team to figure out all things that can go wrong or might affect your project’s outcome. It’s best to use your intuition to avoid missing out on anything.

    Risk Analysis

    Risk analysis is pretty complex. You need to gather information about the project, evaluate the past project to get a better understanding of what may cause problems in executing the existing project, and work with your team at all steps.

    Certain risks, like violating your state’s legal requirements or corporate laws, can result in the termination of the project and a hefty penalty. Even worse, these issues can shut your company down permanently. That’s why identification and analysis of such risks before starting a project are critical. You can use quantitative and qualitative risk analysis to determine the impact the risk has on your business.

    Prioritize Risks

    Prioritizing risks requires gathering information about the level of impact a risk can have on your project or the organization as a whole. These steps involve risk classification as — low, medium, and high. It’s easier to decide on the actions you can take if these risks occur and the resources you are going to need to address them.

    Some risks require immediate addressing, or they will impact the success of the project. Some risks might affect your work schedule but don’t necessarily pose a big threat to your project outcome. Some risks have no impact on your project’s success at all. While these are critical, you already have the resources and plan to deal with them. These can be categorized as low-priority risks.

    Assign Risks to Your Team

    Once you have created the list of potential risks, assign them to your team. Each employee should be assigned a particular risk based on their area of specialization and their involvement in the project. This reduces the manager’s burden. You can have peace of mind knowing that when a risk occurs, your team will take care of it and address the problem the way you had planned. You can also create a team for risk management. This team will handle all sorts of risks in all projects.

    Creating a Risk Management Strategy

    The next step is identifying whether the risk will have a positive or negative impact on the project outcome. Based on this, you need to come up with a risk mitigation strategy. You must work with your stakeholders to create a strong risk management strategy that helps you handle small to complex risks effectively and ensure that they don’t impact your organizational objectives.

    Monitoring the Risk

    Your job doesn’t end with creating a risk mitigation strategy. While that’s pretty much all that you need to manage stress and address them as and when required, you never know if your strategy will be effective as your project progresses. There’s always a chance you might face different risks when you start working on a project. When implementing a risk mitigation strategy, you need to monitor its progress throughout the project’s lifecycle and develop new risk management plans when necessary.

    A transparent risk management process where your entire team knows the project status and the risks it presents will help you deal with the project risks efficiently. Follow the above six steps to implement the best risk management strategy for future projects.

    15 Project Management Tools For Seo Professionals

    Search engine optimization is complex.

    Between changes to search algorithms, new keywords, and strategic changes made by competitors, the field is in a constant state of flux.

    If you’re like most SEO pros, at any given time, you’re juggling numerous projects, plans, and tasks.

    Just staying organized can feel like a full-time job in itself.

    Luckily, you can put technology to work for you in the form of project management (PM) tools.

    [Free Download] The complete guide to essential SEO tools for agencies

    Why SEO Professionals Need Project Management Tools

    If you’re already using a project management platform, you undoubtedly recognize the benefits it provides for busy digital marketers and web teams.

    If you’re still getting by without one, you should get one as soon as possible. Why you ask?

    Because it can uncomplicate your life and help you get more done in less time.

    Some of the essential functions a good project management platform provides for SEO professionals are:

    Accurate planning. From a bird’s eye view of all your campaigns to detailed information on how a specific keyword performs, SEO project management software allows you to create structured plans.

    Task and time management. Whether you’re working solo or as part of a team, PM tools allow you to assign tasks and receive notifications about them, so you can more accurately work hours. This can also be used to generate accurate invoices for your clients.

    Reporting. Most modern PM platforms offer robust reporting features and dashboards, so you can generate and analyze data to improve efficiency.

    It’s easy to see why so many SEO professionals have turned to PM platforms to help them stay organized and productive, but there are a lot of options.

    How do you know which one is right for you and your team?

    We’ve compiled a list of some of the top ones. Below, you’ll find our choices for the 15 best PM tools with a brief overview of each, including pros and cons.

    Our Top 15 Project Management Platforms For SEO

    The PM platform used by Search Engine Journal, Asana is a personal favourite.

    This cloud-based platform provides a virtual workspace from which your team and various stakeholders can collaborate.

    It’s useful for SEO and digital marketing because it allows you to clearly set and manage strategies, goals, tasks, and expectations.

    Why It’s Good For SEO:

    Task management: Using the forms feature, you can create standard workflows customized to your SEO processes.

    Automated workflow: Rules-based automation can replace tedious manual tasks.

    Reporting features: Asana has dashboards, charts, and graphs with real-time reporting, so you can get a high-level view or dive into the details.

    Free for up to 15 users: Asana has a free tier that can be used by teams of 15 or less. It includes unlimited tasks, messages, projects, and 100MB of storage for each user.

    Integrations: Asana plays nice with more than 100 other apps and platforms, including Microsoft Office, Dropbox, and Salesforce.

    Potential Drawbacks For SEO:

    Unintuitive design: If you’ve never used Asana before, it can be a little challenging to figure out. However, once you’ve mastered the learning curve, it’s quite easy to use.

    No time tracking functionality: There is no built-in time tracking functionality in this platform. This can cause complications in billing clients or resource allocation.

    Garfield may hate Mondays, but SEO professionals who use chúng tôi for project management sure don’t.

    With an operating system that can be customized to your preferred workflow, it’s a great choice for smaller SEO teams looking for a tool to help them stay on track.

    Why It’s Good For SEO:

    Clean user interface: chúng tôi has a clean interface that allows you to customize your dashboard and extend data in columns. You can easily get multiple views of an SEO project including calendars, Kanban boards, and collateral.

    Templates: chúng tôi has many templates to choose from, so you will likely find one that matches your workflow.

    Potential Drawbacks For SEO:

    Steep learning curve: Like many PM platforms, it can be challenging to get the hang of chúng tôi Bigger tasks with more communication can begin to get a bit unwieldy.

    Slow dashboard loading: It can take some time for your chúng tôi dashboard to load, particularly on larger projects where a lot of data has to be transferred from its servers to your computer.

    Client licenses not included: If you want to invite clients to participate in your workspace, you will need to buy a license for them.

    For more than a century, PM professionals have been using Gantt Charts to track their project schedules.

    GanttPro is a web-based PM solution based around these visual trackers.

    Why It’s Good For SEO:

    Readily understandable: You don’t have to have a project management certificate to track tasks with GanttPro. It gives you status information in an easy-to-understand visual format.

    Undo functionality: A simple mistake doesn’t have to derail your project because this tool saves your history and lets you undo actions with CTRL + Z.

    Customizable fields: You can create custom fields for every task.

    Potential Drawbacks For SEO:

    Not as many integrations: Unlike other PM platforms, GanttPro is light on integrations with other apps.

    No billing or invoicing tools: You will need an outside program to generate invoices for your SEO services.

    Manual date input: Changing dates for benchmarks and project completion must be input manually, which some users find tedious.

    One of the most popular platforms for project management, Trello uses boards, lists, and cards to help keep you organized.

    With a free basic plan, it is useful for SEO teams of all sizes.

    Why It’s Good For SEO:

    Free basic plan: Your entire team can try Trello for free. If you like it, there are premium plans available that add integrations, automation, and other functionality.

    Intuitive Kanban boards: Trello’s drag-and-drop card system makes it easy to track the status of any project.

    Useful for campaigns of all sizes: Trello works just as well for huge, complex campaigns as it does for simple projects.

    Potential Drawbacks For SEO:

    Kanban-reliant: If you don’t like to use Kanban boards, this is not the PM tool for you, as most of its functionality is built around them.

    Upload sizes limited: Trello restricts free users to 10 MB of online storage and paid users to 250 MB. For most SEO teams this probably won’t be a problem, but you may differ.

    Timeline relationships are not always clear: Trello does not allow users to manipulate relationships for a better understanding of how they work together.

    Teamwork lets you create custom branding accounts, which is useful if you’re working on more than one client.

    Why It’s Good For SEO:

    Unlimited users: You can add any number of users to a single task.

    Clear vision of scope: Teamwork’s board view makes it easy to understand what is going on with each project.

    Repeating tasks: Teamwork lets you simply copy any task, which is especially useful for SEO professionals.

    Potential Drawbacks For SEO:

    Can be overwhelming: The upside is Teamwork has a lot of features. The downside is all those features can get confusing, especially when you’re a new user.

    No in-platform chat functionality: You’ll need to use an outside app to “chat” with your team and/or stakeholders.

    A cloud-based platform, Zoho Projects provides the functionality you need to manage several SEO projects at once.

    You can choose from a limited free version with basic features and four premium plans with different features and user caps.

    Why It’s Good For SEO:

    Communication tools: Zoho Project has real-time chat and forum pages, so you can quickly and easily share information with your team.

    Timekeeping: If you bill your SEO clients by the hour, this platform is a good choice because it has excellent time tracking functionality.

    At-a-glance-info: Zoho makes it easy to spot delays, lags, and bottlenecks.

    Potential Drawbacks For SEO:

    Features can be overwhelming: Because it offers so much functionality, some users may be intimidated by this PM platform. It also has a steeper learning curve.

    Inflexible: It can be difficult to customize projects to your needs with this platform.

    Wrike can help you simplify planning while keeping your SEO projects on track.

    Customizable workflows and ample communication options help you reduce emails, meetings and status updates.

    Why It’s Good For SEO:

    Task prioritization: With Wrike, you can push critical tasks to the front to make sure you don’t miss deadlines.

    Natural workflow: Wrike is structured in a way most people will find logical and easy to use.

    Advanced features: Functionality for task management, Gantt charts and real-time newsfeed is built-in.

    Potential Drawbacks For SEO:

    Pricier than some options: There is a free version available with limited functionality, but premium plans with more functions are more expensive than other PM tools.

    Difficult onboarding new users: Adding new users and assigning tasks to them must be done manually, which can be time-consuming.

    Can be difficult to navigate: Users who are unfamiliar with Wrike may have difficulty navigating projects.

    8. Smartsheet

    With project and work management tools, Smartsheet is an online work execution platform that allows you to automate tasks and generate real-time visuals, including Gantt charts and dashboards.

    Why It’s Good For SEO:

    Robust communication and collaboration: Smartsheet makes it easy to create and implement communication plans.

    Adding tasks and dependencies: Smartsheet has an intuitive design that allows you to add tasks and dependencies with ease.

    Custom dashboards: Set up your dash to display the information you want.

    Potential Drawbacks For SEO:

    Doesn’t support detailed documents: Users are only allowed to upload 10 documents per ticket, which can be troublesome for highly specific campaigns.

    May be too simple for larger teams: If you’re overseeing a big team with many stakeholders, you may find this platform doesn’t include all the functionality you want.

    Designed to be an all-in-one PM platform for enterprise-level organizations, Celoxis has nearly all the functionality an SEO professional could ever want.

    It has high-level visibility and numerous reports, to help your campaigns stay on track and on budget.

    Why It’s Good For SEO:

    Easy to use: Celoxis gives you the tools to dive deep into a project, without sacrificing usability. It’s also easy to set up.

    Includes time tracking, resource management, and budgeting: It also has ample reporting features to keep you on track.

    Good value: Celoxis offers the functionality of a top-tier PM platform at the price point of a mid-tier one.

    Potential Drawbacks For SEO:

    No billing or invoicing functionality: You will have to use an outside program to bill your clients.

    No free version: If you’re looking for a free-to-use PM platform for your SEO team, this isn’t it.

    ProofHub doesn’t have as many features as some other PM platforms, but it’s still a good fit for SEO.

    It provides a centralized hub for task lists, workflows, calendars, and documents.

    Why It’s Good For SEO:

    All the tools you need: ProofHub gives you everything you need for SEO planning, team collaboration, and management.

    Unlimited users: You can add as many people to the platform as you need.

    Communication: All discussions can be centralized in one place thanks to built-in chat and document sharing features.

    Potential Drawbacks For SEO:

    Recurring tasks must be entered manually: ProofHub does not provide you with the option to repeat tasks.

    No budgeting: You will need to use a third-party platform to oversee budgeting for your SEO tasks.

    It allows you to create and manage to-do lists, workflows, and schedules in a variety of formats.

    Why It’s Good For SEO:

    Multiple views: Track your campaigns via a list, board, calendar, and workload view, among others.

    Potential Drawbacks For SEO:

    Navigation can be confusing: The differences between tabs is subtle.

    With Forecast, you can put all your SEO projects, resources, and budgeting in one convenient tool.

    An AI-native platform can significantly reduce your administrative workload.

    Why It’s Good For SEO:

    Easily track the lifecycle of projects: You can assign and allocate tasks and budget for your entire SEO PM operation through this platform.

    Schedule visualization: You can get information on a team member’s workload at a glance.

    Gathering data is easy: Want to compare a current campaign to an old one? Forecast makes it easy to pull data.

    Potential Drawbacks For SEO:

    Not ideal for larger teams: Visualization elements can be overwhelming if you have a lot of people working under you.

    Adobe’s solution for project management needs, Workfront is configurable to your needs and includes extensive integrations, so you can easily track the latest developments in your SEO projects.

    Why It’s Good For SEO:

    Well-designed user interface: Workfront is easy to use and visually appealing.

    Real-time information: It keeps you abreast of any status changes.

    Good transparency: This platform helps eliminate confusion about who is supposed to do what, as stakeholders and project scope are easily visible.

    Potential Drawbacks For SEO:

    Lengthy setup process: A high level of customization means Workfront requires a more in-depth initial setup.

    May offer too much detail: With Workfront, you can get as granular into tasks as you like, which may lead to some people becoming lost in the details.

    Finding tasks can be difficult: If you don’t know what project a task is assigned to, it can be difficult to locate.

    With WorkOtter, you can plan resources for your SEO campaigns at a project, rather than task level.

    One of the easiest PM platforms to use, it’s an excellent choice for SEO work.

    Why It’s Good For SEO:

    Very easy to use: You don’t have to be a tech wiz to use WorkOtter for SEO project management.

    Good communication and reporting tools: Real-time information keeps your entire team on the same page.

    Good for resource management: This platform is useful for deciding exactly where your SEO resources will be allocated.

    Potential Drawbacks For SEO:

    Cloud-only: There is no local version available, which can be problematic if you are trying to work offline.

    English-only support: This may present challenges for non-native English speakers.

    This versatile PM platform is as useful for SEO teams as it is for architect firms or financial companies.

    It has predictive project management to allow you to more accurately project how your SEO campaigns will run.

    Why It’s Good For SEO:

    Excellent time tracking functionality: PSOHub is one of the best platforms for tracking where your team’s time is going, on both group and individual levels.

    CRM Integrations: This platform integrates with Hubspot and other CRMs, so you can track your SEO campaigns alongside email initiatives.

    Flexible reporting: PSOHub lets you choose the data you want to include in reports.

    Potential Drawbacks For SEO:

    Time-consuming setup process: It can take some time to manually enter all your campaigns and tasks into this platform.

    All users must have the same license level: You cannot have some users on a basic level and others on a more complex one.

    How To Pick The Right PM Tool For Your SEO Needs

    We’ve given you 15 different project management options that can work for your needs as an SEO professional. But how do you pick the right one for you?

    It all comes down to your specific needs. Any of these platforms will help you streamline your operations, manage campaigns more effectively, and eliminate wasted time. But each of them has slightly different functionality.

    It’s up to you to decide what will work best for your needs. But hopefully, by this point, we’ve given you enough information to get started.

    Featured Image: Paulo Bobita/Search Engine Journal

    15 Trello Alternatives For Project And Task Management

    Humans have reinvented several methods and principles to increase the productivity of their work over and over again. As the way we work is changing so is the way to manage the work. The latest and greatest productivity method which most companies use today is the multi-platform team collaboration service. One of the most well-known tools which provide this service is Trello. We have already talked at length about the working of Trello. In brief, it’s a task and project management tool that uses boards, lists, and cards to help users manage everything. But as we have come to expect, no one app can satisfy everyone. So if you need some features that Trello doesn’t have, or if you want to try out several similar apps before you decide the one that fits your need, here are the 15 best Trello alternatives for project and task management.

    Best Trello Alternatives in 2023 Key Features

    There are several professional task management features in MeisterTask that you might miss on Trello. There is time tracking, a way to display tasks across multiple boards, and native integration with other external tools such as Slack, Zendesk, and GitHub. The free plan also allows users to change the background of the workspace, something that you can only do with upgraded Gold version of Trello.

    Pricing and Availability

    MeisterTask is incredibly intuitive. It works in any standard web browser and offers native mobile apps for iPhone, iPad, and Apple Watch; with the ability to send push notifications from the web app in Android devices, and native wrapper for the web app with notifications & dock icon for Mac and Windows.

    Key Features

    Jira is built specifically for software developers. The goal is to provide every member of the team with a tool to guide them through all the development stages of the project. Starting with the planning stage where the team decides on the story, list down potential issues, plan sprints and distribute tasks across the members. Then, continue by tracking the whole progress and prioritize on the most important task, until the project reaches the release time. After that, the team can evaluate everything using the available report generated along the project, and can get ready to move on to the next releases. You can expand Jira features with add-ons and integrations. If you manage a big team of software developers, this can be the perfect Trello alternative for you.

    Pricing and Availability

    The tool is cloud based with no desktop or mobile application available. You can try Jira Software for free up to seven days, after which you will have to pay $10/month for a small team with up to 10 members. For a team above ten members, here’s the list of available monthly plans.

    Key Features

    And since we are using Trello as the comparison, Bitrix24’s Task and Project Management system is also a powerful one. It has project and task management features, Gantt Chart, task dependencies, employee workload management, counters and roles, checklists, templates and automation, workgroups, task report and builder, external users, and tasks via email.

    Pricing and Availability

    With all of the features above, it’s a bit surprising that the cloud version of Bitrix24 is available for free for unlimited users. There are several limitations compared to the paid version, but it’s more than enough for most regular users. There are the Plus, Standard, and Professional plan for $39, $99, and $199 monthly subscription respectively.

    Bitrix24 can be used via the cloud, using mobile apps for iOS and Android, desktop apps for Mac and Windows, and the self-hosted server version.

    Key Features

    Wekan also offers more powerful cards then Trello as it allows users to add tables and data using markdown, add labels to cards, time tracking widgets, and more. Overall, this is one of the best free Trello alternatives and if that is what you are looking for, you should try it out. It’s one of the best Trello alternatives on the market right now.

    Pricing and Availability

    As I said, this is an open-source software so it’s completely free to use. The only drawback of this software is that it is not available for mobile devices. That said, it can be used on all three desktop platforms including Mac, Windows, and Linux.

    Key Features

    Notion is one of the newest project management software to hit the market and it has already gained a huge user base thanks to its versatile and feature-rich user interface. Notion aims to bring a one-stop solution to all your project management needs whether it be research, task management, data organization, or anything else that you might need. Depending on your needs, you can use Notion as a note-taking app, a knowledge base, a task manager, and a data collection tool or any combination of the above. What’s best about Notion is that even though it brings so many tools, it never feels crowded. That’s the reason why you will be hard-pressed to find a better Notion alternative.

    Pricing and Availability

    Notion has a limited free plan which should be good enough for a small team. The free plan supports unlimited members but had an upload limit of 5MB. If you want unlimited file upload limit along with some extra features such as priority support and version history, it will cost you $4/month for individual usage and $8/user/month for teams. Do note that the “Team” package comes with some extra features. For large enterprises, the pricing starts at $16/user/month.

    Key Features

    While some services are trying to add as many features as they can, Asana is taking the opposite approach. It simplifies the project and task management so that the process is easy enough for everybody to use. It comes with necessary features such as tasks, projects, sections, due dates & times, attachments, and hearts. Asana is also strong on the communication front with support for task and project conversations, and team pages. Moreover, it also features seamless Team Management and Integrations with other notable apps. Apps and services like Asana, make it very easy to manage your teams and tasks. You should check this one out.

    Pricing and Availability

    Asana prefers users to sign up with their work email address so that it can automatically connect you with your teammates using the domain in the address. But it’s also possible to continue the registration process with a personal email address. Asana is free for a team of up to 15 people. For more team members and more features, you can upgrade to Premium for $9.99 per member per month. Asana is available as a web-based service and in-app form for iOS and Android.

    Key Features

    Pricing and Availability

    Key Features

    Talking about the features, Hive offers a great third-party app integration experience as it supports more than a 1000 apps. It also brings all the team collaboration features such as real-time editing, messaging with team members, file upload and sharing, and more. There’s also built-in analytics which allows managers to monitor and report on projects so that they are completed on time. Another feature that I love is the built-in time tracking which allows team members to record the time they have to spend on each project. This is a great tool to see if a project required more resource that was previously anticipated and thus allowing us to change the estimation in the future.

    Hive is a powerful tool for teams, and if you like what you read, you should definitely try it out.

    Pricing and Availability

    One major drawback of Hive for small teams is that there is no free version of the service. There is only a 14-day free trial which you can utilize to check out the service. Also, there’s only one pricing plan which starts at $12/user/month which might feel a bit costly to some users. However, if you are someone who can afford this, Hive is definitely a great project management software and will serve your team very well.

    Key Features Pricing and Availability

    Wrike is free for a team up to 5 members. For a larger team and more features, you can upgrade to Professional plan starting from $9.80/user/month. Wrike is available on the web, iOS, and Android.

    Key Features

    Remember the Milk – one of the veterans in the field – is another to do and task manager that focuses more on personal users. Its main premise is that users should be able to add a task quickly and easily, so it features the ability to add everything about a task in one single line. Most of other alternatives require multiple windows to add more details about a task. Another cool thing about the app is that you can opt to get reminders via multiple channels such as email, text message, IM, Twitter, and mobile apps. You can also add colorful tags to your tasks, break the tasks into multiple sub-tasks, share and assign tasks to others, and use smart lists to organize those tasks.

    Pricing and Availability

    The service is available for free for anyone to use. But if you want to get more features, you could upgrade to Pro account for $39.99/year. Remember, the Milk is available through the web and as a Mac desktop app (Windows and Linux version is coming soon); iOS, Android and Blackberry mobile apps; Microsoft Outlook extension (Windows only), and will come to Apple Watch and Android Wear.

    Key Features

    Price and Availability

    Key Features

    Another powerful project manager that can easily stake the claim of being one of the best Trello alternatives is ProofHub. The app features a neat user-interface along with several productivity-boosting organizing tools. So, you can take control of your projects and keep them perfectly organized. In terms of project management, ProofHub has a clear edge over Trello. Besides, it also comes with a pretty useful time-tracking feature so that you can stay in sync with all the projects and complete them before the deadline. To ensure you don’t forget an important task, it features a built-in notepad to let you jot down the essential things.

    Price and Availability

    Unlike Trello, ProofHub doesn’t offer a freemium version. And its pro variant starts at $50/month, which is comparative quite expensive. In terms of compatibility, it offers a fully-featured web app and snappier mobile app for iOS and Android.

    Key Features

    Though not as elegant as Trello, Podio has got everything covered to give a strong competition to the former and even win in some aspects. Both in terms of project management and team collaboration, I have found this app highly efficient. With easy-to-master tools, it allows you to manage your projects in a way that works best for you. And it’s this flexibility that may appeal you to look beyond Trello. Featuring granular admin capabilities, Podio offers you the desired control over who has access to your workspaces. Based on your needs, you can make essential adjustments to keep everything in line with your preference. On top of all, the app comes with a complete CRM tool so that you can remain in sync with your clients.

    Price and Availability

    Just like Trello, Podio also offers a freemium model with limited features Free (up to 5 employees). If you want to break the restrictions, you will need to spend $9/month/employee. As for the supported platforms, Podio offers a web app as well as a mobile app for iOS and Android.

    Key Features

    One of my favorite features of this software is the automatic time tracking that keeps you in line with all the important things. Besides, it also has impressive multiple time-sheet views that allow you to view, add, and edit time entries with ease. Not just that, Paymo is also integrated with several productivity apps like Google Calendar, Zapier, Slack, and more so that you can double down your performance.

    Price and Availability

    Unlike Trello, Paymo is not available for free. As for the premium version, it starts at $8.95 / user/month. As it’s a cross-platform app, you can get the full-fledged app for macOS, Windows, Linux, iOS, and Android.

    Key Features

    If a seamless real-time collaboration is what you are looking for, Workzone could prove to be a notable substitute for Trello. Just like Trello, it also features a simple user-interface that doesn’t require a steep learning curve. Add to that a range of cool customizations and you have an app that can take care of your needs without putting any stress. One of my top picks of this app is a clutter-free dashboard that can rival Trello’s view in terms of simplicity. Thus, keeping a tab on tasks remain hassle-free. Not just that, Workzone also offers detailed reports with better insight so that you can easily figure out the pain points that need immediate attention. Everything considered; Workzone is fully equipped to be a notable replacement for Trello.

    Price and Availability Use Trello Alternatives for Better Task Management

    5 Best Books On Project Management You Must Read

    blog / Project Management Interested in Project Management? You Need to Read These 5 Books

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    5 Best Books on Project Management

    While there is no dearth of books on this subject, we have picked five to get you started on your journey of self-study. 

    1. Harvard Business Review Project Management Handbook- How to Launch, Lead and Sponsor Successful Projects by Antonio Nieto Rodriguez

    Best Suited For: Beginners looking for solid insights into project management 

    This instructional guide draws on the framework of project management and is essentially a masterclass on the role of a project manager in today’s modern world. Its simple and beginner-friendly language gives you a comprehensive breakdown of project management essentials like initiation, planning, execution, and much more. 

    Also Read: What is Project Management & How to Become a Good PM 

    2. Project Management for the Unofficial Project Manager by Kory Kogon

    Best Suited For: Non-project managers or people who have grown into the role of project manager with any formal study of the same

    This Wallstreet Journal bestseller is for professionals who may not officially hold the job title of a project manager but still tackle projects on a daily basis. It is one of the best books on project management that explores the five phases developed by the Project Management Institute (PMI) using real-life examples and practical insights. If you are looking for an actionable guide to project management, this one’s a must-read.

    3. Scrum: The Art of Doing Twice The Work in Half The Time by Jeff Sutherland

    Best Suited For: Scrum Masters or members of Scrum teams

    If you are a Scrum professional or are intrigued by the Scrum framework, this book is a great read. The book gives you a resourceful insight into the origin, philosophy, and principles of Scrum. It also tells you how it has adapted to the world of modern business. It is among the best books for project managers to read that also taps into the essentials of leadership and time management. 

    4. A Guide to the Project Management Body of Knowledge (PMBOK) – Seventh Edition by Project Management Institute (PMI)

    Best Suited For: Project Managers who trying to climb the career ladder

    The PMBOK guide is the holy grail among project management resources that covers all aspects of project fundamentals. It encompasses a step-by-step breakdown of integral project management systems and is a key study aid for Project Management Professional (PMP) exams and certifications. As a useful resource for both students and professionals, this tops the list of the best books on project management. 

    Also Read: How to Become a Project Manager in 2023: Comprehensive Guide 

    5. The Messy Middle by Scott Belsky

    Best Suited for: Entrepreneurs and project consultants

    This is an insightful read that explores both the technical skills and emotional intelligence that is required to become a successful project manager. It takes you through real-life experiences and tools to overcome challenges in the face of technical complications. It is one of those great project management books that will always come in handy, especially for an entrepreneur or self-starter. 

    Learning and executing core concepts of project management can be quite a challenge, especially today with so many different iterations of hybrid work environments. Thankfully, you can bank on the best books on project management that can help you navigate this dynamic yet complex career path with ease. 

    While books are a reliable and comparatively quick resource to get an in-depth understanding of project management as a field. You can also explore a more structured approach to study with a degree, diploma, or certificate course to upgrade your skills. Emeritus offers a range of project management courses in collaboration with global universities to help you become a professional. 

    By Neha Menon

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