All posts in Project Management

8 Smartsheet Alternatives for Project Management

Project operations lead comparing Smartsheet alternatives on a mechanical project portfolio board

Smartsheet alternatives are project, work-management, database, professional-services, and workflow platforms that replace spreadsheet-style planning with a model better matched to the way a team actually works.

The best Smartsheet alternative depends on the problem you are solving: enterprise portfolio control, simple collaboration, visual work management, relational data, clear task ownership, suite-connected project planning, professional-services delivery, or governed recurring operations.

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Are Your Useless Tools to Blame for Bad Project Management?

Project lead inspecting a warped Kanban board that represents bad project management tools

Is bad project management causing you to abandon important projects? Are useless tools to blame, or does the problem go deeper?

Bad tools can create friction, but projects usually fail through a combination of unclear goals, weak ownership, poor planning, communication gaps, unmanaged risk, and disconnected systems. Software can amplify those problems. It cannot repair a process nobody follows.

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Business Requirements: How to Create a Business Requirements Document (Free Template)

Business analyst organizing stakeholder needs, outcomes, constraints, and acceptance criteria for a business requirements document

Business requirements define the outcomes, capabilities, constraints, and value an organization needs from a project, product, process, service, or system. A business requirements document, or BRD, turns those needs into an agreed record that guides scope, decisions, delivery, and acceptance.

This guide explains what business requirements are, how they differ from functional requirements, what a BRD should contain, and how to create one in seven practical steps. It also includes a free Business Requirements Template that connects documentation with review and execution.

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Airtable vs Trello: The Best of Task and Project Management

A project manager placing task cards on a freestanding kanban board, illustrating an Airtable vs Trello comparison for task and project management

“Airtable vs Trello. Which is better?” It is one of the most common questions we hear from teams trying to get organized, and the honest answer is that it depends on the job you need the tool to do. Our team used Trello for years before moving to Airtable, so we learned the differences the hard way.

After using both apps personally and professionally, across productivity experiments and real project work, we have a clear view of who each one is for. This guide compares Airtable vs Trello on focus, views, features, integrations, automation, and pricing, so you can choose the right fit for your task and project management without spending months testing them yourself.

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3 More Alternatives to Email

Black-and-white operations manager routing team communication through a switchboard for Alternatives to Email

Email still works for formal external messages, but it breaks down fast when a team tries to run projects from an inbox. Decisions get buried, files split across threads, and the person who missed one reply loses the context everyone else assumes they have.

These alternatives to email work best when you route each kind of conversation to the tool that fits the work. Use project workspaces for task context, chat and meetings for fast decisions, video collaboration for larger groups, and a governed workflow system when the conversation needs to become repeatable execution.

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13 Types of Project Proposals That Get Approved (and How to Write Them)

Project lead holding an approval stamp for project proposal planning

A project proposal is the document that turns an idea into an approved plan. It explains the problem, the proposed work, the expected outcome, the resources required, and the reason the project is worth doing.

This guide covers 13 types of project proposals, when to use each one, and how to write the sections approvers care about most. You will also find ready-to-use Process Street templates for common proposal workflows.

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Inside Sylvera’s 80% Efficiency Leap in Carbon Assessments

Sylvera case study

Sylvera is a fast-growing climate-tech company that evaluates and rates carbon offset projects worldwide. Their mission is to bring scientific rigor, transparency, and trust to the carbon markets by assessing whether carbon projects truly deliver the environmental impact they claim.

With more than 20,000 projects in the global voluntary carbon market, and intense scrutiny around accuracy, Sylvera’s ratings enable organizations to invest in high-quality, verifiable climate solutions.

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Prioritization Matrix 101: What, How & Why? (Free Template)

Prioritization Matrix

As humans, we tend to focus more on the things we need to do than the things we’ve already done. This so-called “Zeigarnik effect”, named after Russian psychologist Bluma Zeigarnik, means our minds are often swimming with all of the tasks, responsibilities, and mental notes that we think we should be focusing on. That’s where Prioritization Matrix can help!

All of these tasks and projects that need doing, this mental to-do list, without a clear hierarchy of importance can make it difficult for us to stay focused and actually get things done.

One way to combat all of this Zeigarnik noise is to note down everything. Make an actual to-do list. Studies have been done, and it has been shown that the very act of noting down tasks can quite simply “make you more effective”.

But, even with a to-do list, before you actually get anything done it’s necessary to have a clear idea of your priorities.

Sounds simple enough, right? Unfortunately, figuring out what to prioritize can be hard. It’s a complicated process that involves weighing up cost against value, effort against time, and for a lot of businesses, will likely involve many different stakeholders.

The solution is to work out a process for determining what to prioritize.

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Project Onboarding Hacks for a Successful Project Launch

Project Onboarding Hacks for a Successful Project Launch

Project onboarding can significantly impact the success (or failure) of your project.

Let me show you how.

So your boss hands you a new project to run and mentions that some people are already lined up to help get it done. Great, you think. You call the first one on the list, but they don’t really know anything about the project beyond the fact they’ve been ‘volunteered’ by their team leader.

This is where you switch into onboarding mode.

As a project manager, one of the first things to do is get the project team together. You need to build a team that has a common goal and that knows how the work is going to get done. That doesn’t happen overnight but you can certainly influence the speed (and willingness) of people to get involved with your project if you introduce them to the work in a structured way.

In this article, I’ll share my top tips for onboarding new people to a project team. I’ll also draw on the experience of other practicing project managers who have shared their stories so you can quickly get your projects off the ground with a team that knows what to do. To jump to a specific section click the link below.

Alternatively, just keep scrolling.
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The 5 Project Management Steps To Run Every Project Perfectly

project management stepsProject management is the key to sticking to your budget and deadline, whilst keeping the most important tasks at the forefront of your company.

Without it, you leave the future of your business at the mercy of your teams and employees (which, in case you weren’t aware, is not a good business model).

For such an important process, the project management steps are a little muddy, with sources citing differing numbers of steps, timelines, etc.

Then again, it’s a massive topic with a huge margin for error; how the hell do you convey these steps when the project could be anything from “get winter clothes in stock” to “grow to $220,000 monthly recurring revenue”?

Well, we here at Process Street hate making things complicated, so we’ve simplified the project management steps of any and every undertaking to five easy stages:

If you’re looking to structure your next big push, or you just want to set and track realistic deadlines, then this is the process for you. Then again, feel free to skip ahead to any particular step you’re after.
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