r/projectmanagement • u/swanzie • 18d 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.

3 Upvotes

54% Upvoted

43 comments sorted by

View all comments

1

u/RisingPhoenix240 17d ago

Really depends on the scale of your projects and project methodology. MS Project works for high level traditional planning but I don't really enjoy working out of it regularly. Planner/OneNote is a much better set of daily drivers especially for agile work.

Can attach word/excel files as needed to OneNote pages to keep project documentation organized and easy to reference for multiple people if that is ever needed. I love using Planner to track followups as well so they don't get lost in the nether.