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Overview of Project Management

October 1, 2024
all plans

 

Project management is an important concept in running a successful business, and Mango helps you maintain your tasks so you never miss a deadline. Your workflow is completely customizable to meet the needs of your office, and Mango assists by automatically setting due dates for the next task when the current one is complete.

Plus, Mango goes beyond just the basics and provides robust features to speed up your projects, making your work easier.

Bookkeeper’s Guide to Project Management
Download this free guide which walks you through the importance of accounting project management as well as how to establish a strategy and use project management software tools effectively to best support your business.

Project Management in Mango

Mango offers six different ways to track your list of tasks and how they fit into overall projects:

Project Dashboard

Mango’s Project Dashboard shows you the big picture of where you are in your projects, so you don’t have to guess about what was finished, what may get missed, or what you need to do next. You have real-time insight into each project’s status, can see at a glace what needs to be followed up on, and stay organized to prioritize your day.

Additional information can be found in the Project Management Dashboard article.

Projects/Tasks List

Drill down from the Dashboard into a customizable list of projects and tasks, allowing you to see just what needs to be done. These lists are powerful, doubling as project reports to show tasks that are past due, due today, or due this week. Administrators can see specific team members’ projects, so important deadlines don’t get missed.

Additional information can be found in the Project Management Dashboard article.

Comprehensive Projects

Mango’s simple, intuitive tax due date calendar helps you stay ahead of important tax deadlines and avoid late fees. You can use our accountant due date monitoring software to keep track of multiyear deadlines, payments, extensions, filings, projects, and more.

Each project can have customized tags, allowing you to quickly find and sort the ones you work on most. Tasks that need to be performed in order will automatically start when completing the previous step. Notes and documents are easily attached, and you can add time for billing without leaving the project. This makes the project management window an easy way for your users to work throughout the day.

Additional information can be found in the Project Entry article.

Project Management Settings

Even if manual project management methods like spreadsheets, documents, and emails have worked for you in the past, you owe it to yourself and your clients to use the best tools on the market that can provide the biggest benefit for your company and its success.

With all the features of Mango’s powerful project management software and robust time tracking and due date tracking features, you and your team will have all you need to meet deadlines, collaborate, assign tasks, increase productivity, and stay on top of each component of all your different projects. Through notifications, an easy-to-use dashboard, downloadable apps, and convenient template and batch task options, our software can put hours back in your day—and dollars into your accounting firm’s bottom line.

Additional information can be found in the Project Management Settings article.

Templates

Project templates save you time by streamlining your workflow. Mango includes free templates for the most common project types, but you can easily customize your own library of templates to be used in future projects. Then, you can assign a template to a new project, instantly creating a large batch of tasks and assigning them as needed. You can use the notes feature to make any comments or call-outs for the next person to review, or easily attach required files.

Additional information can be found in the Project Management Settings article.

Alerts and Notifications

Email notifications and alerts can help streamline project management, whether your users check in on their projects every day or not. Notifications are a great reminder that it’s time to take care of the next task, and alerts let them know when new tasks are assigned. Managers can set notifications when tasks are complete, when new tasks are assigned to team members, when tasks are ready for review, or when tasks are due soon. These customizable settings allow you to help your users collaborate.

Additional information can be found in the Project Management Settings article.

See It in Action

The following learning center video shows how to use project management in Mango.

Common Questions About Project Management

The following are some frequently asked questions about Mango’s project management feature.

Can I use Mango’s project management tool to set time “budgets” for individual projects?
Yes, with Mango’s accounting project management tool, you can use time-tracking features and assign budgets to track efficiency and help your project managers establish a more accurate value basis for projects and processes performed at your accounting firm. Information about budgets can be found in the Budgeting for Projects article.
Can I track one-off tasks, like an IRS notice the client received that we need to respond to?
Yes, with our project management tool, a specified per-client task can be tracked, and each one can have its own unique start date and due date, making it easy to track project progress for one-off tasks and allowing for more effective project management.
Will I be notified when the steps of a task that is assigned to me are ready for me to work on?
The Deadline Notification Screen in our project management software provides a list of process steps and task dependencies from any task assignments you may receive. These task assignments can be based on days before the task due date or based on the completion of the previous step, and makes managing workflows and tracking project progress a snap.
Does Mango’s task management software integrate with other tools?
Yes! Mango’s project management software gives you the freedom to integrate a variety of software solutions with our project management tool. Use your email, bookkeeping, and tax software within Mango and say goodbye to extra manual processes—like double entry and switching back and forth with multiple tools at once—so you can move towards simpler, more user-friendly project management strategies.
As a partner, can I quickly see all tasks for my clients that are coming due for a given date range and their current status?
Our project task management software gives you an edge with project management by allowing you to see important due dates on your display on screen or in printed reports, filtered and sorted by many options with custom fields to get to the specific data set you wish to view and track project progress.

With Mango’s accounting project management software for accountants, managing projects is easier than ever before for partners, staff members, and accounting project managers.

As a staff person, can I quickly update the status of items I am working on?
With Mango’s accounting project management software, you can update statuses directly from the Deadline Notification window or from the individual client’s Manage Edit Deadlines window. You can tag process steps as “in process” or “completed,” as well as enter notes into the system associated with those items to make tracking project progress easy and convenient for your team.
What is the best project management platform for accountants?
Accounting project manager jobs are challenging, and although there are many accounting project management software solutions out there for businesses of all types, and even some limited free project management software, it’s important to choose the right project management software—a tool that’s been designed with accountants in mind.

From solo accountants to in-house teams to large accounting practices, Mango’s robust platform was designed with the specific needs of all professionals in the accounting industry. All the features in Mango’s project management software for accountants make it a one-stop shop for accountants.

Key features of Mango’s PM software allow your team to:

  • Use time tracking effectively to ensure you and your project manager are aware of the time spent on each task
  • Generate insightful reports that show you how to optimize your team’s time
  • Manage work more effectively, save time, and improve productivity
  • Communicate with clients efficiently using project management software with client portals
  • Make document management more efficient with less risk of human error
  • Easily create invoices from tracked time
  • Track task assignments for your team to manage workflows, assign task dependencies, and ensure every task is completed on time.
  • Monitor progress on simple and complex projects from start to finish

To learn more about Mango, join one of our weekly webinars or use the in-app chat feature to ask questions!

A Comprehensive Guide to Project Management for Accountants
Why is project management important for accounting professionals? Visit our blog, where we discuss how to be committed to excellence, avoid burnout, and navigate client demands.