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Automation Collaboration Guide

How To Manage Projects From Gmail. [The Power of Gmelius!]

Gmelius transforms your Gmail inbox into your company’s project workspace. Collaborate with your team and Work Better From Gmail.

When you start a new project, how you manage it will dictate its overall success.

Depending on the size of your project, there could be tens, hundreds, even more moving pieces. Being able to fully account where each piece is within the progression of the project is how you can gauge whether it’s being managed properly.

If you can manage said project with a tool which is easily accessible by all team members, is designed for collaboration, and allows for seamless communication, it’ll make it that much more manageable. Even better if that tool happens to be integrated with email, the leading business communication tool for teams.

Gmail, the leading email platform is available globally, which addresses the accessibility part of the equation. Add the power of Gmelius and you now have a robust collaboration, communication, and management tool – one that seamlessly operates from your Gmail inbox.

The Power of Gmelius When Installed into Gmail

From the beginning, the goal of Gmelius has been to bring teams together by consolidating a rich-set of collaboration and automation tools and seamlessly integrating them into Gmail. Before Gmelius teams were forced to manage several outside of inbox platforms, which further disconnected and fragmented their workflows.

There are hard and soft costs that come with switching back and forth between platforms. Attention switch is a cost that hurts your teams bottom line of productivity. Gaps in communication between email and chat and disconnected collaboration hits businesses where it hurts the most – the real bottom line of profitability.

Since Gmelius lives and works in Gmail – the learning curve is minimal. And the less time any team has to spend on how to use an application, the more time they can dedicate to finishing the project successfully, on time and under budget.

While Gmail is a great email client it lacks the tools necessary to manage the moving parts of a project and all the associated communications. Gmelius bridges the gap created by external emails and internal communications like chat, while connecting them to project management tools designed for team collaboration.

This powerhouse of features is launched and managed within your inbox – turning it into your team’s project management workspace.

Manage Your Project From Gmail

The key to delivering a project on budget and on time requires proper management. The steps and timelines will be different for each project, but if it’s outlined during the conception phase with a clear definition, the team will have a blueprint they can follow.

Granted timelines can change because of delays in delivery and other unforeseen complications, but if everyone is on the same page other parts of the project can be addressed until the issues are resolved. This is where real-time, accountable communication becomes so valuable.

Effective communication allows team leaders to control the performance of the project while measuring and comparing its status outlined during the conception phase. With the right tools, this phase can be effortless for the project manager. Without the right tools, it can be extremely stressful and it’ll jeopardize the delivery of the project.

If the right tools have been selected, setting up KPIs (Key Performance Indicators) will enable project leaders and managers to measure the performance of the team and make informed decisions about where the direction of the project is heading.

The integrated tools within Gmelius allow organizations across different industries to use the platform to manage their project. Most important, Gmelius provides clear visibility, makes assignments and accountability transparent, and provides real-time collaboration for your team.

The Power of Kanban Board

Kanban Boards is just one of the features Gmelius integrates into your Gmail. Elegantly placed on the left-hand pane of your Gmail inbox, boards are designed to provide you with a clear visual representation of your project. But they go several steps further by allowing project managers to integrate automation features and task assignment, with the ability to monitor performance, by team member, as they follow the project through to completion.

After you create your project board you can add cards with a list of to-dos and assign them to team members with due dates. Task cards will give you clear visibility on the status of your projects, arrange them as needed and use the drag and drop feature based on the progression and status of each assignment.

Image of Gmelius kanban board with drag and drop feature.

If you want to add a comment to a task, it is as easy as clicking on it. And if a subtask is required, which there always seems to be when managing projects, you can simply add more items by clicking on it.

Image of Gmelius kanban feature to add comments and due dates to task cards.

Gmelius also lets you add priority tags and share the boards with specific team members to address different parts of the project.

Kanban boards are not a new concept. You can find tons of external Trello-like tools for project management. The difference here is that Gmelius places this tool within your inbox. Easy to access, easy to use, and built for team collaboration.

Our users love their kanban boards, they are an integral part of their day-to-day workflows. But where Gmelius really shines when managing a project is with the automated sequences tool.

Take Project Management to the Next Level with Sequences

Your project is up and running and your team is busy carrying out the tasks you’ve assigned them. During the flow of a project actions will need to be taken, some expected and some not. Sequences allow you to account for those actions and pre-configure the chosen response.

Every action connects to a task, gets automatically updated onto your project board and communicated in real-time across your team.

Sequences will let you create an automated email drip to external partners that contribute to your project. You set the workflow according to their reactions and let Gmelius do the rest.

Incoming emails can be tagged in that flow at any time and you can send them to the designated Kanban Board with custom follow-ups.

Conditional filters such as if opened, if not replied, etc., can be applied to ensure the message gets to the intended team member. With Sequences, you will be sure the emails you send will reach their targets at the right time to keep your project moving forward.

Turn Your Emails into Actionable Tasks

Gmelius allows you to turn any email into a task card with one click, and add that card to your chosen kanban board as “contact made” for example. From there you can assign the task to a team member, add a due date, add notes for context, and monitor the task as it progresses across your project board.

Running a project means having various stakeholders, this can be a client, a supplier, or the company’s CIO. And when they want to communicate something, it is generally through email. With Gmelius, you can add more context to these emails with email notes.

While you are in the Gmail inbox, you can use Gmelius Notes to further explain the email to your team member. Notes run in a chat-style thread alongside each email, providing a distraction-free space to move the conversation forward. In the same flow, you can assign the email to a team member, add a note explaining the concern of the client and post it on the Kanban board for further visibility.

If you are turning the emails you receive into tasks without ever leaving Gmail, think about the time you, your team, and your organization will save. And you can use these tools in any industry to improve the efficiency of all your projects effortlessly.

150,000+ Professional Use Gmelius Across Various Industries

Digital technology, especially SaaS platforms, have given SMB’s across all industries the ability to optimize the workflows of their organization. The issues come into play when attempting to consolidate these tools. Finding the right combination, adopting the learning curve, and integrating them into your team’s specific workflow.

More than 150,000 professionals depend on Gmelius to empower their workflows. We transform their inbox into a work hub of collaboration and effective communication – allowing them to work better from Gmail.

Gmelius is used by small and medium-sized teams across various industries, including: IT agencies, law firms, accountants, recruiters, wholesalers, and more – with the commonality being their desire to collaborate with their team as they manage their projects with more control and transparency.

If you are a member of team that manages pipelines, projects, clients… and you happen to use Gmail or G Suite, we should talk about how Gmelius can transform your workflow.

Ermias Giovanni
Ermias Giovanni Head of Marketing
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