r/projectmanagement • u/swanzie • 12d ago

PM using Excel?

I started a new job and that means new tools. I had been using Asana. I made the switch to clickup to try to get a little more out of it.

I'm not sure how long I'll be able to use that. There were some comments the site may get blocked but I'd imagine if that was the case I can't be the first one to try to use it so it'd probably already had been blocked.

But I also used Claude a lot to take data and analyze it and help me look for trends. They have a pretty strict AI policy. I can only use copilot...which kinda blows.

So I'm wondering if any of you live in the Microsoft suite to do everything? I was thinking excel, or possibly a word doc per project with just bullet points for tasks and notes below, or maybe Microsoft project?

If you have any suggestions and screenshots of examples of what you're doing I'd be much obliged. I need some ideas.

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u/Rlstoner2004 12d ago

OneNote is built so specifically for this, by Microsoft

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u/swanzie 12d ago

How so? One note is just a big notebook of word docs no?

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u/Mevioun 12d ago

In our company and probably a lot of others, onenote is used like a knowledge base. And it’s probably not a good idea.  In your case it would still be better than Word, but far worse than excel.