![software architecture project management](https://wedo-assets.sos-ch-gva-2.exo.io/i_Stock_1508581187_d1d980cddf.jpg)

## Architecture: collaboration at the heart of success

In the world of architecture, effective collaboration between various project partners is the key to success. Architectural firms face several major challenges in terms of project management, collaboration and communication, mainly due to the complexity and multidisciplinary nature of their projects. 

**1. Coordination of the various parties involved:** Architectural projects involve many players, such as engineers, contractors, suppliers, and customers. Effective coordination between these parties is essential to meet deadlines and budgets.
**2. Change management:** Architectural projects are subject to constant change. Managing these changes effectively without disrupting the overall workflow or deadlines can be a real challenge.
**3. Communication and information sharing:** Clear communication and effective information sharing are crucial. Misunderstandings or delays in transmitting information can lead to costly errors.
**4. On time and on budget:** Projects often have to be completed to tight deadlines and with limited budgets. Efficient management of time and resources is therefore a constant challenge.
**5. Document management:** The quantity of documents generated (drawings, specifications, contracts, etc.) is considerable, and managing them can become a headache, especially to ensure they are up-to-date and accessible to all stakeholders.
**6. Managing customer expectations:** Understanding and meeting customer expectations, while managing technical and budgetary constraints, is essential to project success.

These challenges call for innovative solutions and adapted tools to facilitate project management, collaboration, and communication within architecture firms. The ability to overcome these obstacles determines the quality of the final work and customer satisfaction. 

## Case study: Sarch architects in Zürich

Faced with these challenges, the architectural firm [Sarch](https://www.s-arch.ch/) found WEDO the ideal solution for optimizing its project management. We immerse ourselves in the day-to-day work of Marc Schulz and his team, who use WEDO to manage the complex coordination inherent in the realization of architectural projects.

![Marc Schulz, Architect](https://wedo-assets.sos-ch-gva-2.exo.io/Architecture_en_9f63f6de9a.png)


### Why did you choose WEDO and what other solutions did you consider?

We chose WEDO because it's developed and hosted in Switzerland. Previously, we had considered other solutions such as Meetingbooster and iMeetingX, but in the end, WEDO's local solution convinced us.

### What challenges were you looking to overcome with the integration of WEDO?

The biggest challenge in our workflow was to have an overview of tasks in all meetings and to involve all participants. WEDO proved to be the solution for this, as it enables us to manage all tasks centrally and assign them to the relevant participants.

The features we like best about WEDO are the ability to import tasks from previous protocols and assign them to participants. We've even used the API and webhook to transfer tasks directly into our central CRM software.

### What major improvements have you seen in terms of processes, collaboration and productivity since integrating WEDO?

The use of WEDO has had a positive impact on the efficiency and productivity of our work processes, particularly for the rapid drafting of meeting minutes.

WEDO has improved our working methods by enabling better collaboration and encouraging participants to complete their tasks via the platform.

Although we have no concrete figures or metrics to demonstrate WEDO's impact, we mainly use the platform for file notes and meeting minutes. The PDF export function is particularly useful for participants who prefer to read the minutes offline.

Overall, we would recommend WEDO to other companies or professionals in our industry, as it offers an effective way of keeping track of tasks, outstanding issues and decisions in minutes.

### How do you interact with your partners in WEDO?

WEDO enables us to integrate our partners into our project monitoring and to interact directly with them. Companies and outsiders have reacted positively to WEDO, even if some were skeptical about web-based solutions. Collaboration is easy and centralized in one place.

![Swiss hosted software](https://wedo-assets.sos-ch-gva-2.exo.io/Architecture3_946d4abea3.png)


## How can WEDO improve architectural project management?

**Meeting management:** Prepare meetings as a team, take minutes in real time and track the tasks assigned to your colleagues.

**Task management:** Create workspaces for your projects, departments and teams, then share tasks with colleagues and partners.

**Recurring procedures:** Save templates for your proceedings then follow the progress of your checklists in real time.

**Project management:** Create project workspaces, organize meetings, assign tasks and share files with project members.


[Discover all WEDO features](https://wedo.com/features)

In the world of architecture, effective collaboration between various project partners is the key to success. Faced with these challenges, the architectural firm Sarch found WEDO the ideal solution for optimizing its project management. 

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Architectural firms: the challenge of multidisciplinary projects

To mark International Women's Day on March 8, we'd like to shine the spotlight on an inspirational figure in our company: web developer Michèle. Joining the team as an intern, Michèle quickly distinguished herself through her talent and passion, becoming a key member of our development team - a field often dominated by men. On this special day, we'd like to find out more about her unique career path and her experiences as a woman in the technology sector.

![Michèle Reymond's introduction](https://wedo-assets.sos-ch-gva-2.exo.io/Michele_Reymond_intro_ed5812ed90.png)

## Personal and professional background :

### Michèle, could you tell us a little about your background before joining WEDO?

I studied visual communication at the Bern University of the Arts, where I graduated with a Bachelor's degree in 2016. I then started my professional life as a graphic designer at an agency in Fribourg. Although this was a really fun and formative experience, I soon realized that printing wasn't my cup of tea. So I naturally headed for a digital communications agency where I had the chance to explore different areas that interested me, such as motion design, website creation, video and so on. The desire to train properly in the field of programming grew and so I enrolled in the [Formation du Wagon](https://www.lewagon.com/fr) in 2020 and then in the [École 42](https://42lausanne.ch/) in Lausanne in 2021. After two years of intense training in this new kind of school, I have successfully completed the core curriculum. To validate this first part of our training, we have to do an internship with a company, and it was on this occasion that I landed at WEDO.

### What were your first steps in web development?

To answer this question, we need to go back to the 90s. Back then, every teenager worth his salt had a little space for online expression: a skyblog. While I'm no exception to the rule, I found this platform far too limited, so at the tender age of 13, I took tutorials to learn how to create my own website using HTML, CSS and JavaScript. At the time, I was already drawing a lot and I was beginning to take an interest in all the creative tools available (photo and video editing, digital painting, etc.).

For me, the web simply became a new way of creating, and above all a way of sharing my creations in a space that suited me, rather than using a ready-made platform.

### What motivated you to embark on an IT career?

It's a mixture of several things. First of all, as I enjoyed maths and IT at compulsory school, I always wondered what would have happened if I'd chosen to study IT instead of art school. I wanted to know if I could do it. Secondly, I think I have a great need to understand how things work. Creating designs for websites and collaborating with developers when I was a graphic designer made me want to understand what they were doing. And finally, doing this training was a good way for me to get involved in women's issues. I'd like to encourage women and all other gender minorities to take an interest in IT, because I'm convinced that this field is in great need of diversity.

## Experiences as a woman in the technology sector:

### In your computer school as well as in your previous posts, have you often been the only (or almost the only) woman?

I went from a predominantly female field to a predominantly male one. In art school, the classes were mostly represented by women. In the graphic design profession, I'd say the gender balance is pretty even. In IT school, on the other hand, the overwhelming majority of students are men. École 42 has a slightly higher percentage of women than traditional engineering schools (19%).

### Have you encountered any specific challenges in this male-dominated field? Or, on the contrary, opportunities?

I think there are challenges above all, and that even the few "advantages" we may have as women, represent challenges. It's a fairly benevolent environment, and everyone wants a better gender balance. Of course, there are difficulties that everyone encounters when embarking on IT studies. But being a woman in a male-dominated field, when you're in the process of retraining and haven't been immersed in an IT culture, is a permanent and invisible battle against yourself. One of the main obstacles is the lack of role models. There are few women around us to whom we can look for inspiration, and we end up wondering whether we can do it (hello imposter syndrome). Few women grew up in an environment where they were encouraged to take an interest in IT. This creates a gap with those who have been immersed in it since childhood. Even if this is a gender-independent problem, I think that everything around us (films, TV series, people around us, etc.) gives us the impression that a woman will struggle in front of her computer and will have to ask for help from a man who knows all about IT. This leads to two problematic phenomena when it comes to training: 1. women don't dare ask for help to avoid participating in this cliché, and 2. men are more likely to ask women if they need help (hello savior syndrome).

### Do you think this disparity in gender representation is problematic?

It's a theme I've come across frequently, and one that annoys me. "You're a woman, so you'll find it easier to get a job than me with quotas" or "She passed the school entrance exam just so there would be enough women in the statistics". First of all, no, it's not easier to pass the 42 entrance exam as a woman. But it's a question that has long made me doubt my abilities. And then for the question of quotas, it's a rather problematic principle, because companies that are absolutely determined to fill quotas for women will hire profiles to the detriment of skills, and this reinforces the idea that women are less capable of doing IT. I think the only real "advantage" of being a woman in tech is that most people support us. People in the industry are happy for you to take an interest. I really felt supported throughout my career.

![a woman coding on her computer](https://wedo-assets.sos-ch-gva-2.exo.io/illustration_women_code_FR_39bd19ba74.png)

## Motivations and aspirations :

### Where do you see your career in the future? Do you have any specific goals or aspirations?

That's a difficult question to answer at the moment. My main goal was to see if I could study IT, and now that I've done that, I'm not quite sure what the next step is. Over the last few years, I've prioritized my studies and put my artistic side to one side. I'm now realizing that I've missed out on it, so I'd like to find the right balance between the technical and the creative.

## Perspectives on Programming and Technology :

### What aspects of programming are you most passionate about?

I'm most interested in programming that gives a visual result. For example, the 42 project I was most passionate about was the one where we had to do raytracing, a program that calculates a 3D rendering. For each pixel in the image, you have to calculate whether there's an object, what color it is, whether there's a shadow, whether it's a mirror or transparent, and so on. For weeks on end, I was glued to my computer, feeling unstoppable. During my internship, I also noticed that if I can intervene in the visual aspects of WEDO, I do so with greater ease. My empathy enters into the process, asking myself how I can make the application more enjoyable for the user.

### How do you see your role evolving in the ever-changing world of technology?

Indeed, technology is moving fast, and for me, it's important for women to be part of this evolution. We can't afford to miss out on these tools that are shaping the world. We need to be part of their development, to make them our own. AIs have barely arrived when they already have gender biases, because they are fed by data that deepens inequalities : “garbage in, garbage out”. I don't have a precise vision of how my role in all this will evolve, but I'd simply like to continue to be interested, and if I can motivate other women to take an interest, that's great!

## Advice and inspiration :

### What advice would you give to other women aspiring to enter the tech sector?

Go for it! You can do it, and you absolutely belong! There's no risk in taking the plunge, even if you've never had a passion for computers, if video games aren't your hobby, if you've never taken a computer apart, and so on. The tech world is vast, and you're bound to find something that piques your interest. If it's programming that particularly appeals to you, there are a multitude of languages and tools at your disposal. Faced with this abundance, it's normal to feel a little overwhelmed and undecided about where to start. My advice would be to select a programming language, whatever it may be, as a starting point to help you determine whether programming really is your passion.

### 

### Are there any female figures in technology who inspire you or have influenced you?

Of course there are! People think that IT has always been a male domain and that women haven't been interested in it, but that's not true. In fact, it's a field that's become more masculine, but it was basically 50/50. In fact, the first person to create a program was a woman: Ada Lovelace. After all, she invented the While loop! While the first computers were built by men, it was women who created the first software to run them. Then there's Hedy Lamarr, an actress who decided to help the war effort by inventing a missile guidance system, which was the basis for the invention of Wifi and GPS. Reading his biography really inspired (and annoyed) me. For a more contemporary example, I'd like to mention Isabelle Collet, a computer scientist whose conference on the influence of gender in IT I found very instructive and inspiring. Otherwise, in my close circle, the only woman I knew when I was younger who works in IT is a friend's mother, and I've always admired her for that. I think that now, all the women I know personally from near and far who are in tech, inspire me. Finally, I'm particularly saddened that in films, series, books, etc., there are so few female figures in technology. The most iconic character that inspired me was Abby from NCIS.

## Thoughts on diversity and inclusion:

### Why do you think it's important to have more diversity, especially gender diversity, in technology?

Last year, I read in the newspaper that they had, for the first time, done car crash tests with a female dummy. So about 120 years after its invention, we thought it would be nice to see if a female body reacted differently to a car crash than a male body, and therefore understand how to better protect it in the event of an accident. Apple's health app has long had no functionality linked to menstruation, even though this is an extremely important factor in women's health. For me, these examples are good reasons why diversity is absolutely essential in the teams that create these tools. Without diversity, we run the risk of creating tools that are not suitable for everyone. Diversity encourages us to think differently and be more creative. For example, we are fortunate at WEDO to have a color-blind person on the development team. This enables us to make practical and inclusive decisions when it comes to choosing colors for the interface.

![testimonial from Michèle Reymond](https://wedo-assets.sos-ch-gva-2.exo.io/Michele_EN_488847ceb8.png)



To mark International Women's Day on March 8, we'd like to shine the spotlight on an inspirational figure in our company: web developer Michèle.

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Women in IT - In the mind of Michèle Reymond

Fire departments often face considerable administrative challenges. Among the main obstacles are the complex management of human resources, the coordination of operations, the collection and centralization of data, and the management of budgets and material resources. Maintaining accurate and up-to-date reporting and regulatory controls documentation also represents a significant challenge. All these administrative aspects are essential to ensure emergency services' preparedness, responsiveness, and safety.

## Interview with Christian Mauley, Captain of the protection and safety department of Neuchâtel. He talks about how the WEDO platform helps them manage their activities.

### What is your role at the protection and safety department of Neuchâtel?

I'm deputy to the commander of the Neuchâtel coastal fire defense region and project manager for the Fire Brigade Office.

### Can you describe the Neuchâtel Fire Brigade and its activities briefly?

The protection and safety department's Fire Brigade heads up the Littoral Neuchâtel fire and defense region, which includes 40 professional firefighters and 220 volunteer firefighters. Firefighters are divided into three intervention sectors.

### What are the challenges of this multi-site organization?

The challenges associated with the multi-site organization of our fire defense region are manifold, and meticulous management is required to ensure safe and efficient operation. First and foremost, one of the main concerns is the **standardization of procedures**. With five different sites spread over three intervention sectors, all teams must **follow the same protocols and operational standards**. This ensures optimum coordination during emergency interventions and avoids confusion arising from divergent practices.

Another major challenge is to **manage the differing driving rhythms between professional and volunteer firefighters** at our different fire stations. Professionals are always on call, while volunteers have a variety of off-duty commitments. This requires careful planning to ensure that the correct number of staff is always available to respond to emergency calls while respecting individual constraints. Task management and centralized communication are essential for effective coordination between rescue centers. We use WEDO to facilitate the transmission of critical information in real-time while allowing each sector to operate autonomously for tasks specific to its geographical area. Finally, information security is paramount, especially when sharing files between sites. We must protect sensitive data and operational information from unauthorized access. Strict security measures are in place to guarantee the integrity and confidentiality of our data while enabling it to be shared securely between sites.

### Before integrating WEDO, what tools did you use for collaboration and administrative management?

We took our minutes on an Excel file for our various meetings and discussions. We had a shared diary on Outlook for the availability of rescue teams, and we exchanged information by e-mail. The fire station's various procedures and team management were documented on numerous Excel files that were not accessible to everyone at all times.

### What were the limitations of using these different tools?

Information was scattered in many places, resulting in much redundancy and loss. The dispersed communication between the various layers of the hierarchy and the fire station's stakeholders, therefore, impacted project follow-up and operations' fluidity.

### How do you use WEDO today?

We use WEDO to generate all the reports for the various meetings between the protection and safety department offices, such as regional staff reports, operational staff reports, sector reports, and daily intervention section reports. Finally, WEDO enables us to have all reports in one place so that those entitled to them can consult them at any time. Meeting members can also add items to the agenda to prepare for discussion. The platform has also enabled us to improve project management and track current information within the fire station. The platform's collaborative aspect allows us to assign routine tasks to users. In real-time, We can see how tasks are progressing, track maintenance, manage orders, and process expense claims, to name a few. It is also possible to document recurring procedures, such as material preparation or ongoing training, with checklist templates that can be launched at any time.

![Firefighter software for administrative management of firefighters](https://wedo-assets.sos-ch-gva-2.exo.io/Temoignage_Christian_Mauley_2_EN_7ed196a0fe.png)

### How did team members react to the introduction of the tool?

Consolidating various tasks and information into a single program facilitated integration of the tool. Sharing themes across all strata and management bodies enables the monitoring and transmission of information. In addition, we have created a small in-house newspaper on WEDO to increase adherence to the platform. All staff can add themes concerning current projects and past interventions in this journal. They can also add information in various formats, such as photos or regional articles.

### How does WEDO contribute to the Neuchâtel's protection and safety department digitalization process?

WEDO contributes to digitalization by considerably reducing paper printouts and centralizing project documents. The main benefits are the centralization of information, increased participation, and enhanced staff skills at all levels. The participative aspect of the platform considerably reduces the number of e-mails exchanged.


::button-primary[Schedule a live demo]{link="/demo"}



![Software for firefighter procedures and automatic dispatch of intervention-related tasks](https://wedo-assets.sos-ch-gva-2.exo.io/Temoignage_Christian_Mauley1_EN_2482933fb1.png)


Fire departments often face considerable administrative challenges. Interview with Christian Mauley, Captain of the protection and safety department of Neuchâtel.

Fire service captain testifies on the use of software for emergency services

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Management software for emergency, fire, and rescue services

Public administration productivity and digitization have become key issues in the ever-changing landscape of municipal administration. Faced with this revolution, efficient task management, streamlined processes, and practical information management are significant challenges.

In this article, we explore the challenges of municipal digitalization. We delve into the experience of Loïc Blardone, secretary of the Saxon commune (VS), as project manager and user of the WEDO collaborative platform. This exploration will demonstrate the significance of technology in modernizing local governance. It will cover various aspects such as setting up secure cloud-based software and addressing digitalization challenges.


## What were the municipality's main managerial challenges before adopting WEDO?

Before integrating WEDO, our gaps and needs were mainly related to the traceability of tasks and requests. We had to overcome numerous challenges posed by processes that were dependent on employees' memory and needed to be documented.

In addition, managing large volumes of documents, information, and requests from various sources (postal mail, e-mails, citizen requests, and inter-institutional requests) was becoming increasingly complex to process and catalog.

Finally, we needed a municipal software solution enabling us to track Public Works requests efficiently, particularly for the Buildings Department, which manages stewardship issues that absolutely cannot be left to chance.


## What were the major challenges in implementing the management software?

First of all, it was important to determine who would use the platform. We wondered, for example, whether it would be more appropriate to include only the administrative department or whether external services should also be included. In addition, it was essential to predict the platform's usefulness for each role to understand the interest of employees and their level of acceptance of the project.

To ensure optimal support and that everyone felt involved, we included all staff who had to manage administrative tasks, i.e., 35 employees. These include:

- the administration (Population Office, Finance Department, Technical and Building Services)
- the director and the deputy director
- the librarian and the members of the school and after-school services
- the public works manager
- the heritage delegate
- the socio-cultural or integration coordinators
- the building service managers
- the technical staff
- members of the Municipal Council

Some feared implementing an additional digital tool would harm human exchanges within the office, giving way to strictly notification-based communication. However, the "e-mail as a task" feature offers a solution that enables tasks to be assigned while maintaining a human aspect of communication. It allows an e-mail to be sent in a conventional format while simultaneously creating a task for the corresponding person or department.

This option is also convenient for avoiding tedious handling. For example, when an e-mail needs to be replied to with an acknowledgment of receipt and forwarded to a department, a task can be generated in parallel.

However, the major challenge remained getting users on board, especially those less familiar with the technology. The key to success was communicating the usefulness of the platform and its management modules for each sector of activity. 

 
## How did you go about implementing the WEDO platform?

 There were several key stages in getting WEDO up and running:

**1. Platform demonstration**

The project began with a product presentation by the WEDO team directly on our premises.

**2. Discussions with a municipality using the WEDO platform**

We spoke to employees of a local authority using the WEDO platform to find out about their opinions and experiences.

 **3. Project acceptance**

The project was officially accepted. We appointed project managers and selected future users with the help of the WEDO team.

**4. Preparation and training**

We prepared checklists of our various procedures in Excel format in advance to integrate and automate them in WEDO. The network configuration (tasks, checklist, and meeting modules) was carried out in the presence of our WEDO consultant to ensure a solid environment customized to our needs.

**5. Communication to employees**

Future users were informed by e-mail of the imminent implementation of the WEDO platform. We communicated about its usefulness in day-to-day operations as well as the integration process. We instructed them to create checklists for their projects using a template. This would help them prepare to begin their own workspaces.

**6. Employee training**

Our WEDO consultant organized a mandatory training course delivered remotely in groups or face-to-face. The training lasted 1 h 30 and covered task management, workspaces, checklist templates, and meetings.

**7. Production start-up**

The project went into production, and WEDO became a daily tool for task management.

**8. Ongoing monitoring and improvements**

We maintained communication with users to encourage them to explore WEDO further and achieve a 100% discovery rate. The tool has a fun way of evaluating the exploration of the platform. What's more, employees have access to a support service to answer any questions.

![Government software solution implementation process](https://wedo-assets.sos-ch-gva-2.exo.io/Loic_Blardone_EN_1_5393a9a6a1.png)

>Right from the start, feedback from our employees was highly positive. They learned how to use the tool and could try out its features individually after the training sessions. 

## After just a few months of use, what impact has WEDO had on your teams' productivity and on the commune's managerial challenges?

Adopting WEDO has revolutionized the way we manage day-to-day business:

- The platform gives us rapid access to the status of current requests. It has significantly **reduced the time it takes to search for information**.

- It enables **efficient communication between players and sectors**, allowing public works projects and requests to progress more quickly.

- The **transmission of tasks and recurring processes is facilitated**, such as the delegation of tasks from the Communal Council to departments, the management of incoming mail, requests to technical services, or the submission of requirements from users of communal buildings.

- We were able to immerse ourselves in a more **pragmatic vision of project management**.

- With WEDO's meeting module, some municipal commissions can now easily **track meeting discussions** and the progress of related tasks. They have also been able to standardize minutes and facilitate their sharing.

- The municipality can now **document and automate it's numerous procedures** and checklists.

- The tool was **quick and easy to implement**.

 

>The idea of implementing a tool like WEDO quickly won me over. Our administration needed to evolve towards a centralized management mode allowing rapid follow-up and ease of use. Today, I'm convinced of our new way of working and would never go back.


::button-primary[Schedule a live demo]{link="/demo"}

Public administration productivity and digitization have become key issues in the ever-changing landscape of municipal administration. Faced with this revolution, efficient task management, streamlined processes, and practical information management are significant challenges.

centralized management mode for public administrations

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Commune of Saxon: a digital revolution in municipal administration

The Association of Swiss Professional Photographers and Film Creators (SBF) is at the heart of Switzerland's visual world and is particularly distinguished by its commitment to the quality of its images. Through a combination of professionalism, innovation and artistic competence, the SBF represents the interests of its members (approximately 700 in Switzerland) while promoting excellence.

André Oldani, member of the national board and financial officer of the association, explains to us how WEDO has acted as a catalyst for SBF's digital transformation.

## What tools did you use to ensure collaboration within your association before integrating WEDO ?

Different tools were used. In fact, the different regional sections organised themselves and different tools were used depending on the chair or department. Since 2020/2021, I have launched an initiative to digitize and harmonize the different regional structures.

## What were the limitations in using these different tools?

There was no synchronizsation between the different software programmes and our work lacked structure.

## How do you use the WEDO tool nowadays?

At national level, we use WEDO for the meetings of the management body and the assembly of delegates. With WEDO, we can keep track of tasks from one meeting to the next, making sure we don't forget anything. We also use WEDO's storage space to store our files centrally and securely.

At section level, i.e. regional level, WEDO is not yet integrated everywhere, but the goal is that every section or division will work exclusively with WEDO in the future. This will also make it easier to work with the Executive Committee, as everything will be centralised in one place.

## How was the integration of the tool accepted by your members? 

Generally very positive. As it is a new software, of course you have to learn how to use it, but it is very "userfriendly".

## How does WEDO help your company with digitalization?

WEDO has helped us to digitize mainly at the level of meetings and tasks. The fact that everything is centralized allows us to manage data more efficiently. To be honest, WEDO is an important part of the association’s digitization strategy.

## Which functionalities of WEDO are used most often and why?

We use the meeting tool a lot because we can coordinate and document our meetings and also for traceability reasons. We also use tasks to unify the way we work and have everything in one place. File storage is also used for the same reasons as tasks.

## What advantages does your association have by using WEDO?

Thanks to WEDO, we save a lot of time. Tracking tasks, decisions and meetings is greatly simplified. As everything is consolidated on a single platform, we have a clear overview of the association's tasks.

André Oldani, member of the national board and financial officer of the association, explains to us how WEDO has acted as a catalyst for SBF's digital transformation.

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Interview with André Oldani on the digitisation of SBF

"With WEDO, all meetings are managed efficiently and easily by our bank and our Board of Directors." 🚀

Check out the testimonial of Antonella Andenmatten, team leader at Raiffeisen Bank Mischabel-Matterhorn, who tells us how they use WEDO.🎬

Thanks to the whole team at Erlebnisbank - Raiffeisen Mischabel-Matterhorn for the kind welcome and the time spent to make this video!

Don't forget to activate the subtitles to access the English version.

🎦: www.air-production.ch

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"With WEDO, all meetings are managed efficiently and easily by our bank and our Board of Directors."

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Check out the testimonial of Antonella Andenmatten, team leader at Raiffeisen Bank Mischabel-Matterhorn

"Thanks to WEDO, we optimize our time and productivity, while lightening the collaborative load of our teams. "🚀

Check out the testimonial of Laurent Murith, Director of the Bulle branch at ETF, who shares his experience with WEDO.🎬

Thanks to the great team at ETF for taking the time to help us create this video!

Don't forget to activate the subtitles to access the English version.

🎦: www.air-production.ch

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"Thanks to WEDO, we optimize our time and productivity, while lightening the collaborative load of our teams. "

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Check out the testimonial of Laurent Murith, Director of the Bulle branch at ETF

The EMS d'Humilimont is located in a magnificent setting surrounded by greenery and forest with a splendid view of the Fribourg Pre-Alps. We welcome 33 residents for long-term care. Some 50 employees accompany the residents.

## Why did you opt for WEDO?

We were looking for a tool to delegate and track tasks. Outlook did not allow us to obtain the desired traceability. WEDO gives us a global vision of the pending tasks.

## How do you use WEDO to organize your work? Can you give us a concrete example?

We have put together several checklists that allow us to easily follow our internal processes: welcoming residents, welcoming staff, scheduling RAI assessments, updating documents, annual party, etc.

On the other hand, we use WEDO to centralize repair orders for building maintenance. Transport planning, purchasing and vehicle reservations are also carried out on the platform.

## What was the reaction of your employees when you integrated WEDO into your company?

Organizational change inevitably leads to resistance. We have therefore trained the various employees in order to help them understand this new tool.

The hesitation of managers to acquire a new tool has gradually disappeared. Today, we could no longer do without WEDO.

## How has the collaborative tool changed the way you communicate?

As far as communication is concerned, it's fantastic! Thanks to WEDO, we forget less. The collaborative tool makes it possible to centralise the information circulating in the company in order to facilitate access to the various employees.

We have kept the oral communication but thanks to the fast typing, we systematically leave a written trace of our discussions.

## What is your favorite feature in the application?

For some, task management that allows you not to forget anything and to organize yourself with a global vision. For others, the checklists that allow a control of the processes and guarantee a perfect traceability.

## How has WEDO changed the way you work as a team?

The trust placed in individual employees does not exclude the need to monitor the progress of outstanding tasks. WEDO allows us to be more precise in our approach to teamwork. Thanks to WEDO, we have become more demanding in the follow-up of actions and this without any additional effort. We write down the tasks to be done and take the time to organize them when we have a moment.

## Who would you recommend our application to?

We recommend WEDO to any company that wants to improve its communication. In fact, whenever we have the opportunity, we recommend WEDO to anyone who might be interested.

Myriam Fragnière Dufour, director of Humilimont's EMS: "WEDO allows us to centralize the information circulating in the company to facilitate access to the various employees."

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Humilimont's EMS works with WEDO

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Next webinar | Gantt chart : How to get your projects on track

Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

Have you ever started the day with good intentions, only to have emails, meetings, and last-minute requests completely derail your focus? You had a plan, maybe even a neatly written task list, but by lunchtime, you’ve barely touched the important work you meant to do. Instead, you’ve been bouncing between messages, putting out fires, and somehow adding more to your plate than you’ve checked off.

Sound familiar?

The problem often isn’t that you’re not working hard enough. It’s that without task prioritization, everything feels urgent, and you end up reacting instead of executing. Without a clear system to organize tasks, distractions take over, and the work that truly moves the needle gets buried.

That’s why good task management means so much more than making lists. tIt helps you stay organized, prioritize your tasks effectively, and structure your day so you can actually complete tasks, not just plan them.

This guide will walk you through how to schedule tasks, set due dates, and use task management tools to focus on what really matters. Whether you're juggling a growing workload, leading a team, or just trying to save time and work smarter, these strategies will help you cut through the noise and get things done—without the stress.

Let’s get started 🚀

## Why Most People Struggle with Task Management
You’re not alone if you feel like there’s never enough time in the day. Task management sounds simple—write things down, get them done—but in reality, most people get stuck in a cycle of reacting instead of prioritizing.

We won’t even mention reaching for your phone, getting lost in a personal conversation, or sneaking in a quick break. Let’s focus on the business side of things, where even the best intentions get derailed.

Here’s why:

**- Too many tasks, not enough time** – Without task prioritization, everything feels urgent. You start the day with a plan, but by noon, your task list has doubled, and the most important tasks are still untouched.
**- Constant distractions** – Emails, Slack messages, unexpected meetings… Your day gets sliced into a dozen tiny pieces. Every interruption steals focus, making it harder to complete tasks efficiently.
**- No clear system** – Writing things down is one thing; knowing how to organize tasks is another. When your workflow is scattered across sticky notes, notebooks, and half-updated task management tools, you waste time figuring out what to do next instead of doing it.
**- Task lists that never shrink** – Ever feel like you’re just moving tasks around instead of finishing them? Without due dates, clear priorities, and a way to delegate tasks, some things linger on your list for days (or weeks).

The result? Missed deadlines, mounting stress, and the constant feeling that you’re always playing catch-up.

But here’s the good news: managing your workload doesn’t have to be chaotic. The key is to stop treating all tasks as equal and start prioritizing tasks based on impact, urgency, and effort.

Next, we’ll show you exactly how to take control of your tasks, without working longer hours or burning out.

## How to Organize and Prioritize Your Daily Tasks Effectively
Let’s talk about structuring your workload so you can actually get things done. Writing a task list is easy, but sticking to it and finishing the right tasks at the right time is the real challenge. Without a clear system, it’s too easy to waste time on low-priority work while the most important tasks stay unfinished.

Here’s how to organize tasks, prioritize your tasks, and ensure you can complete tasks efficiently every day.

### Step 1: Capture All Tasks in One Place
Scattered notes, mental reminders, and a dozen half-updated apps will only make you feel more disorganized. If your task management system is fragmented, you’ll waste time figuring out what needs to be done instead of actually doing it.

- Start by centralizing everything in one place. Whether it’s a kanban board or a structured notebook, the goal is to make sure no task is forgotten or misplaced.
- Use a digital tool: A task management software like WEDO keeps everything organized while linking tasks to meetings, deadlines, and team members. This ensures follow-ups don’t slip through the cracks.
- If you prefer a manual system, commit to a single planner or notebook. Update it daily and avoid using sticky notes or loose scraps of paper for critical tasks.
By keeping your task lists in one place, you eliminate the stress of searching for information and create a reliable system that makes staying organized easier.

### Step 2: Categorize Tasks by Priority and Effort
Some tasks move you toward your long-term goals, while others are just busywork. The problem? Without a clear way to prioritize your tasks, it’s easy to get caught up in low-value work while truly important tasks get delayed.
Break tasks into clear categories so you always know what deserves your attention first. A simple but effective method is to group tasks based on urgency and importance:

- **Must-do today:** These are the high-impact tasks that must be completed by the end of the day. Missing these can lead to missed deadlines or delays for your team.
- **Should-do soon:** Important but not immediately urgent. These should be scheduled strategically so they don’t become last-minute emergencies.
- **Nice-to-do:** These tasks are useful but not essential. If time allows, work on them, but they shouldn’t interfere with your top priorities.
- **Delegate or eliminate:** Some tasks don’t require your direct attention. If possible, assign them to the right team members or remove them from your list entirely.

### Step 3: Break Large Tasks into Actionable Steps
One of the biggest reasons people procrastinate is that their tasks feel overwhelming. A broad task like “Launch a marketing campaign” has too many moving parts, making it hard to know where to start. Instead of letting large projects sit unfinished, break them into clear, actionable steps.

For example, instead of writing “Prepare quarterly report,” break it down into:

- Gather data from sales and marketing teams
- Review key performance metrics
- Draft report outline
- Finalize and format report
- Send for approval

This makes task progress more visible and helps prevent last-minute scrambling. If a task still feels too big, keep breaking it down until each step feels doable within a set timeframe.

### Step 4: Schedule Tasks into Your Day
A never-ending task list without structure will set you up for failure. If you rely on an open-ended list, you’ll likely spend too much time deciding what to work on instead of making progress. Instead of tackling tasks at random, schedule tasks into specific time slots.

- **Use time-blocking**: Assign dedicated blocks of time for focused work, meetings, and admin tasks. This prevents your entire day from being consumed by emails and interruptions.
- **Set realistic due dates**: Overloading one day while leaving another nearly empty creates an unbalanced workload. Set due dates that allow for steady progress instead of last-minute rushes.
- **Build buffer time**: Unexpected work will come up. If you schedule every minute of your day, one unexpected email or urgent request can throw everything off track. Leave space for flexibility.

A task management system should help you schedule tasks in a way that makes execution easier, not just track what you need to do. WEDO, for example, lets you link tasks to meetings so that follow-ups are scheduled immediately, reducing the risk of delays.

By structuring your tasks with clear priorities, breaking work into actionable steps, and scheduling effectively, you create a system that saves time and helps you stay focused.

Next, let’s explore some of the most proven prioritization methods that can help you refine your system even further.

## Proven Methods for Task Prioritization
Even with a structured task management system, knowing what to work on first can still be a challenge. That’s where prioritization methods come in. Different techniques work for different people, and the best approach is often a combination of methods that fit your workflow.

Here’s a breakdown of some of the most effective task prioritization strategies and how they can help you stay organized, complete tasks efficiently, and save time.

### Eisenhower Matrix: Sorting Urgent vs. Important Tasks
**Best for:** Gaining clarity on what truly matters
**How it works:** This method divides tasks into four quadrants based on urgency and importance:

- **Urgent & Important** – Do these immediately. These are high-priority tasks with pressing deadlines.
- **Important but Not Urgent** – Schedule these. These contribute to long-term goals but don’t require immediate attention.
- **Urgent but Not Important** – Delegate these. If possible, assign them to the right team members so they don’t consume your time.
- **Neither Urgent nor Important** – Eliminate these. If a task isn’t adding value, remove it from your list.

**Why it works:** Instead of treating everything as urgent, the Eisenhower Matrix forces you to prioritize tasks based on impact, ensuring that truly important tasks don’t get pushed aside by minor urgencies.

### Eat the Frog: Tackling the Hardest Task First
**Best for:** Overcoming procrastination

**How it works:** The concept is simple: start your day with the hardest, most important task (your “frog”). Once that’s done, everything else feels easier.

**Why it works:** People tend to delay difficult or unpleasant tasks, which only makes them more stressful. By completing tasks that require the most effort early in the day, you avoid spending mental energy dreading them.

### Time Blocking: Scheduling Focus Work
**Best for:** Avoiding distractions and managing time effectively
**How it works:** Instead of jumping between tasks all day, schedule tasks into dedicated time blocks on your calendar. Each block is assigned a specific task, such as deep work, email responses, or meetings.
**Why it works:** This method reduces context switching, which drains focus. It also ensures that high-priority tasks get done before your day gets filled with unexpected distractions.

### ABCDE Method: Structuring Workload by Importance
**Best for:** Systematically ranking tasks
**How it works:** Assign each task a priority letter to determine its importance:
**- A –** Critical tasks that must be completed today
**- B –** Important but not urgent; should be done after A tasks
**- C –** Nice-to-do tasks with minimal consequences
**- D –** Delegate these tasks if possible
**- E –** Eliminate these tasks if they don’t add value

**Why it works:** This method forces you to organize tasks based on real impact, making it easier to focus on the right work instead of getting lost in less important details.

### Which Prioritization Method is Best?
There’s no single best approach. Many people combine techniques to create a system that works for them.

For example:
- Use the Eisenhower Matrix to categorize tasks.
- Apply Eat the Frog to knock out the hardest task first.
- Use Time Blocking to structure your day.
- Rank remaining tasks with the ABCDE Method.

The key is to choose a system that helps you complete tasks efficiently without overcomplicating your workflow.

![Table comparing four task prioritization methods, Eisenhower Matrix, Eat the Frog, Time Blocking, and ABCDE Method, based on what they’re best for and how each works.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_4_steps_en_d72172cbbf.png)

## Mistakes That Destroy Productivity
Even with the best task management system, bad habits can derail your progress. Many people set up a structured plan, only to find themselves falling into the same traps that keep them from getting things done.

Here are the most common mistakes that make task management tools ineffective and how to fix them.

### Overloading Your Task List
Writing down everything you need to do feels productive, but a never-ending task list can lead to decision paralysis. When your list is too long, you spend more time figuring out where to start than actually making progress.

**Fix it:**
- Keep your task lists realistic. Focus on your top three to five most important tasks per day.
- Use task prioritization techniques like the Eisenhower Matrix or ABCDE Method to ensure your list only includes meaningful work.
- Schedule secondary tasks for later in the week instead of cramming everything into one day.

### Not Accounting for Interruptions
No matter how well you schedule tasks, unexpected emails, urgent requests, and last-minute meetings will pop up. If your day is packed too tightly, a single disruption can throw everything off track.

**Fix it:**
- Leave buffer time in your schedule. Time-blocking is effective, but don’t schedule every minute of your day.
- Plan for deep work during hours when you’re least likely to be interrupted.
- If a new task comes up, decide immediately whether to delegate tasks, reschedule them, or eliminate them instead of reacting on the spot.
 
### Multitasking Instead of Focusing
Juggling multiple tasks might feel productive, but studies show that multitasking reduces efficiency and increases mistakes. When you split your focus, everything takes longer, and the quality of work suffers.

**Fix it:**
- Work on one task at a time. If you need variety, batch similar tasks together (like responding to emails all at once).
- Use kanban boards or a task management software to visually track progress so you stay focused on one item at a time.
- If you find yourself constantly switching between tasks, ask yourself if you’re working on important tasks or just reacting to whatever pops up.

### Letting Meetings Take Over
Unstructured meetings can easily eat into your important work time. Without a clear purpose, they become just another distraction.

**Fix it:**
- Only attend meetings where your input is necessary. Declining unnecessary meetings saves time management headaches.
- Use a task management tool like WEDO that integrates meeting takeaways into actionable tasks, so follow-ups don’t get lost.
- Set strict meeting agendas and time limits to keep discussions focused.

Fixing all these mistakes requires better structure, better tools, and better habits. The right task management softwarewill help you stay organized, track task progress, and ensure nothing slips through the cracks.

Next, let’s explore the best tools for managing daily tasks and how they compare.

## The Best Tools for Managing Daily Tasks
Now that we understand the human factors that make or break productivity—how we get distracted, procrastinate, or overload ourselves—let’s talk about the systems that help us stay on track.

As it’s probably clear by now, the right task management tool does more than just store your to-do list; it helps you stay organized, track task progress, and ensure important tasks get completed. Some tools focus on simple task lists, while others offer kanban boards, collaboration features, or automation for long-term goals.

Let’s take a look at how some of the most popular tools compare, so you can find one that fits your workflow and actually saves time instead of adding complexity.

![Comparison table of task management tools, Monday.com, Trello, Notion, ClickUp, OneNote, Asana, and WEDO, highlighting features like task lists, kanban view, task dependencies, subtasks, collaboration, meeting management, file sharing, and data hosting.](https://wedo-assets.sos-ch-gva-2.exo.io/How_to_Choose_the_Right_Task_Management_Tool_for_Your_Team_en_34ea7daf49.png)


Among these options, WEDO stands out as the best choice for most teams because it connects tasks to meetings and follow-ups, ensuring that nothing slips through the cracks. Instead of managing projects in one tool and meeting notes in another, WEDO seamlessly links them together, turning discussions into action items and making sure every task gets completed.

Want a deeper comparison? Read our full breakdown of [WEDO vs. other task management tools](https://wedo.com/blog/6-asana-alternatives-for-efficient-team-collaboration).

## Take Control of Your Daily Tasks with the Right System
At the end of the day, no matter which tool you use, it should help you focus, stay organized, and make real progress without constantly feeling behind.

The key is keeping it simple and sustainable. Prioritize wisely, schedule realistically, and don’t overcomplicate things with unnecessary steps. The best system is the one you can actually stick to—one that helps you stay on top of important tasks without drowning in endless lists.

WEDO is designed to do just that. It keeps tasks, meetings, and follow-ups connected, so nothing slips through the cracks. No scattered to-dos, no forgotten action items, just a clear, structured way to get work done.

Ready to manage and complete your tasks without the chaos? [Try WEDO for free today](https://wedo.com/signup)! 


Learn how to manage and prioritize your daily tasks with proven strategies, smart workflows, and the right tools to stay organized and productive.

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Guide to Managing and Prioritizing Your Daily Tasks

Every team needs structure. Without it, tasks slip through the cracks, priorities get lost, and productivity takes a hit. A great task management tool solves this by keeping everyone aligned, making it easy to organize work, set deadlines, and track progress. 

But not every tool is a good fit for every company.
Choose the one that doesn’t align with your business, and instead of streamlining work, it becomes another obstacle; forcing your team to adapt to its rigid structure, adding unnecessary complexity, or bombarding everyone with notifications that create more noise than value.

But with so many options available, how do you pick one that actually makes work easier? The answer isn’t in feature lists or brand names. It’s in how well a tool fits your team’s workflow.

This guide walks you through the key factors to consider, common pitfalls to avoid, and a practical approach to testing tools before committing. By the end, you’ll have the confidence to choose a task management solution that works for your team, not against it.

## Start with Your Team’s Workflow, Not the Software’s Features
It’s easy to get caught up in flashy features when comparing task management tools. Gantt charts, kanban boards, automation—these all sound useful, but they won’t help if they don’t align with how your team actually works.

Instead of starting with a tool’s feature list, start with your team’s workflow. 

A task management tool should adapt to your processes, not force your team to change how they work just to fit its structure. Before jumping into comparisons, take a step back and assess your team’s needs:

**- Project complexity** – Do you need a simple to-do list for individual tasks, or a full-fledged project management system with dependencies and milestones?
Collaboration style – Does your team work in real time, asynchronously, or a mix of both?

**- Task visibility** – Do team members manage their own tasks independently, or is shared visibility across projects essential?
**- Integration needs** – Is it really essential for the tool to sync with your email, calendar, or document storage?
**- Scalability** – Will the tool still be useful as your team grows, or will you outgrow it quickly?
**- User preferences** – Does your team prefer structured task management (lists, priorities, deadlines) or a more flexible system (boards, labels, workflows)?
**- Compliance & security** – If your industry has strict data security or compliance requirements, does the tool meet those standards?

By answering these questions, you can filter out tools that don’t support your team’s workflow. This way, you’ll avoid getting lost in the feature lists and instead focus on choosing a tool that actually helps your team get work done.

## What a Task Management Tool Needs to Do Well
A good task management tool should feel like an extra team member, one that organizes work, keeps priorities clear, and makes collaboration seamless. A bad one? It’s just another thing to manage.

Too many teams fall into the trap of picking a tool that looks powerful on the surface but ends up slowing them down. Clunky dashboards, endless customization options, and a flood of notifications can turn a well-intentioned solution into a daily frustration.

So, what actually makes a task management tool useful?

![Visual comparison of what to look for versus what to avoid in a task management tool. Highlights must-have features like flexible task organization, clear priorities, easy collaboration, smooth onboarding, and reliable integrations. Contrasts with common pitfalls such as cluttered dashboards, overly complex setup, excessive notifications, and poor team fit. ](https://wedo-assets.sos-ch-gva-2.exo.io/What_to_Look_for_and_Avoid_in_a_Task_Management_Tool_en_8428d1c8c3.png)

✔ **Simple, flexible task organization** – Whether your team prefers lists, kanban boards, or timelines, the tool should adapt to different workflows, not lock you into a rigid structure.

✔ **Clear deadlines and priorities** – Tasks shouldn’t pile up unnoticed. That means making it easy to set deadlines, assign priorities, and prevent tasks from piling up unnoticed. [Milestones](https://help.wedo.com/en/projects/gantt-chart-key-concepts) are especially useful here, helping teams track progress on larger goals by grouping related tasks. Some tools also support prioritization frameworks like the Eisenhower Matrix, which can help teams focus on what’s urgent versus what’s important.

✔ **Collaboration without extra effort** – Comments, mentions, and file sharing should streamline discussions, not create more side conversations outside the tool. The goal is to keep work and communication in one place.

✔ **Smooth onboarding** – A task management tool should simplify work, not create more of it. If it takes weeks to learn, adoption will be an uphill battle. A great tool is intuitive enough for teams to start using right away, with minimal setup or training. To help teams hit the ground running, WEDO offers set-up meetings for new customers, ensuring networks are properly configured from day one.

✔ **Reliable integrations** – A tool should work with your existing workflow, not against it. Seamless integration with email, calendars, and other apps reduces friction and keeps everything in sync. While WEDO is actively expanding its integration capabilities—including upcoming connectivity with Teams and bi-directional calendar syncing—it's important to evaluate what your team needs now and what’s on the horizon.

Where teams often go wrong:

🚫 **Overloaded dashboards** – Just because a dashboard looks impressive doesn’t mean it’s useful. Too much information at once can slow down decision-making.
🚫 **Too many customization options** – If a tool requires configuring everything from scratch, it can create more work than it saves. While flexibility is great, teams need structured simplicity to get started quickly.
🚫 **Alerts and notifications that create more noise than value** – Constant pings and reminders can be distracting. A great tool provides smart notifications, just enough to keep things moving, without overwhelming your team.

## Mistakes That Lead to the Wrong Choice
Even with the best intentions, teams sometimes end up choosing a task management tool that doesn’t actually work for them. Maybe it’s too complicated, too rigid, or just doesn’t get used at all. Avoiding these common pitfalls can save your team from frustration and from having to switch tools again in a few months.

**Ignoring user adoption** – If your team doesn’t use the tool, it doesn’t matter how many features it has. A flashy dashboard or an extensive settings menu won’t help if people avoid using the tool altogether. The best solution is one that fits into daily workflows with minimal resistance.

**Underestimating the learning curve** – A tool should simplify work, not require hours of training just to complete basic tasks. If the interface is overwhelming or requires constant troubleshooting, adoption will suffer.

**Choosing based on brand recognition** – Just because a tool is popular doesn’t mean it’s the right fit. Many teams default to well-known names without considering whether the tool actually matches their workflow. A good fit is more important than a big name.

**Overlooking long-term costs** – Some tools start off cheap (or even free) but require expensive add-ons, premium features, or per-user pricing that can quickly add up. A tool that looks affordable at first glance might become a financial burden as your team grows.

**Focusing on the tool, not the problem** – It’s easy to get caught up in feature comparisons and software demos, but the real question is: What problem are you trying to solve? If you don’t define your needs upfront, you’ll end up chasing features instead of solutions.

## How to Compare and Test Tools Effectively
A task management system might look great on paper, but will it work for your team or will it be a waste of money? Find out by going beyond marketing claims and putting tools through hands-on testing. 

Here’s how to make that process count:
**Book demos and ask the right questions** – Most vendors offer demos of their task management software tools, but don’t just sit through a sales pitch. Bring real scenarios from your team’s workflow and ask how the tool handles them. Can it quickly track task progress, manage assigned tasks, and support real-time collaboration?

**Get the right people involved** – A tool shouldn’t just be chosen by leadership or IT. Include team members who will use it daily, from project leads to individual contributors. They’ll have valuable insights on whether the tool actually simplifies tasks or just adds another layer of work.

**Test with a real project** – Set up a small but meaningful project during the trial. Create task lists, assign work, and track completion. Does the tool help the team stay organized, or do they find themselves defaulting to email, sticky notes, or spreadsheets instead?

**Compare usability across different roles** – A good task management app should work for different workflows. Does it make sense for both managers tracking progress and team members handling daily tasks? Can it adapt to both structured kanban boards and flexible lists?

**Assess long-term fit** – A tool that works well for a small business today should also scale as the team grows. Check if it allows custom workflows, integrates with project management software, and offers features your team needs to prioritise tasks.

**Evaluate customer support** – Even the best tools come with a learning curve. Does the vendor offer onboarding, training, or customer support that helps teams get up to speed quickly?

A good tool shouldn’t feel like something you have to fight with. Taking the time to test tools properly will help you avoid frustration (and costly mistakes) down the road.

## Comparing the Most Popular Task Management Tools
Now that you have a clear idea of what to look for in a task management system, let’s see how the most popular tools stack up. Some platforms shine when it comes to staying organized and tracking task progress, while others focus on real-time collaboration or offer deep customization for complex workflows.
Below, we compare some of the leading task management software tools, breaking down their strengths, potential drawbacks, and how they support effective task management.

![Comparison table of task management tools, Monday.com, Trello, Notion, ClickUp, OneNote, Asana, and WEDO, highlighting features like task lists, kanban view, task dependencies, subtasks, collaboration, meeting management, file sharing, and data hosting.](https://wedo-assets.sos-ch-gva-2.exo.io/How_to_Choose_the_Right_Task_Management_Tool_for_Your_Team_en_34ea7daf49.png)

## Choosing with Confidence
While all the tools in this comparison help teams stay organized and manage assigned tasks, the right choice comes down to how your team actually works. Some platforms excel at simple task tracking, while others offer deep customization or structured project management, but the best task management system is the one that simplifies work instead of adding complexity.

Whether you're running a small business, managing a fast-growing team, or coordinating large-scale projects, picking a tool that fits your workflow will help your team complete tasks efficiently, not waste time wrestling with software.

Need a tool that connects tasks, meetings, and follow-ups without the chaos? [Try WEDO for free](https://wedo.com/signup) today and see how it makes teamwork effortless.




Discover how to choose the best task management tool for your team and compare top options to find the perfect fit for your workflow.

Team members use a task management tool during a meeting to work on a shared project.

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How to Choose the Right Task Management Tool for Your Team

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

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In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

an executive assistant overwhelmed by work and demands

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

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During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

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