Tailored Project Management: Why a Customized Workflow Is the Key to Success

I know you’re tired of concluding the “popular” platforms out there aren’t going to work for your team. Especially because urgency is setting in, and searching for a project management platform is the last thing you want be spending precious time doing. You must pick something soon so your team can start creating! BUT, you understand the path to execution will be crippling if not done right.

This article will detail why this time spent searching is crucial, and how to save time determining your company needs.


There are no one-size-fits-all solutions in project management

Unfortunately, no software meets the demands for everyone. A tailored approach is essential, and a customized workflow allows businesses to manage projects based on specific needs. 

Choosing the first result from a google search is tempting, but relying on generic, lowest-common-denominator tools for managing company growth will stifle productivity. Some teams just aren’t suited for a waterfall approach, and not all projects are best handled through the iterative agile methodology.

Even more importantly, some projects don’t fit into any standardized approach. Sometimes a task will require a mix of the traditional methods combined with flexible project management and unique internal processes. This argues the case for customized workflows, where users have complete control over the combination of methods needed to successfully take a project from conception to deployment.

Your project management software shouldn’t be applicable to everyone from roofing contractors to NASA. Your company is unique, and how you manage your projects within your company should also be unique. Perhaps your company culture values creativity and thinking outside of the box. If this is the case, you’ve likely carved your own niche and have a distinct way of bringing ideas to fruition. Even the most complex of ideas can be brought to life with simple solutions. What you value should be representative in your day-to-day management program.

So take our advice, avoid tools such as Trello that are marketed as “quick fixes,” and invest your time into a more wholistic solution.


When you use an internal system for project management, it should be a system you love. While very few people LOVE a pop song that comes on the radio, having enough people LIKE it is economical for the producers of the song. You LOVE your business, therefore you need to LOVE your workstation.

When choosing project management software, create an ideal list of what features you’d love to have. Consider the projects you’re working on and will be working on in the future, and the management practices you’d love to have in place to achieve your goals. If your team travels to business meetings often or you employ remote workers, you might consider a great mobile app to be a high priority. If you’re a software company that works best with an agile approach, perhaps a board view is crucial to project management. Make a list of the functions that are most important to you before you do your shopping, and then do your research. Reach out to support teams to ensure the software has exactly what you’re looking for, and don’t settle for a solution that you aren’t 100% satisfied with.

Tailored applications are essential

With a tailored solution, you can reduce the complexity from special protocols needed to make a generic solution work for you. Surprisingly, a few of the major players in the project management space don’t offer customizable options. If you’re looking for how to create a custom workflow in Asana or how to create a custom workflow in Basecamp, you’ll be met with disappointment. While these programs offer viable features, they lack custom workflows.

Some of the best project management workflow applications, like ClickUp and JIRA, offer users unique customization for tasks. This is especially useful in complex tasks because each workflow likely has different issue types and projects. 

Without feeling cluttered or bulky, ClickUp is completely customizable which allows as much simplicity or complexity as needed. The entire platform is built to maintain a very low learning curve while still packing a powerful punch. JIRA, on the other hand, is customizable to the extreme. They provide customized workflows and support integrations with the most third-party programs and plugins in the industry. This creates a steep learning curve but allows for extreme adaptability.


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