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I am invited to help my clients make their project management tool work more effectively for them, and in this process, there are 4 project management tool mistakes I see.

In my role as a Business Efficiency Consultant, I can see where a project management tool set up (such as ClickUp or Asana) is not working and why the team may be overwhelmed and not sure where to start. Today I’m sharing the top 4 common mistakes I see, and some recommendations.

Mistake #1: Not assigning a due date or assignee
Mistake #2: Assigning a project to a person
Mistake #3: Creating one giant to do list
MIstake #4: Communicating with your team via email

We are aiming for a well organised, easy to communicate progress and easy to collaborate tool where there’s transparency for everyone where its needed, nothing falls through the cracks, and you can easily drill down to the details, or see the big picture plan.

Listen in to find out how this plays out and the recommendations I have to tweak your project management tools. 

Links and Resources:

Business Efficiency  Roadmap

You Can’t Do It All

Document Processes

New Team Member

Book a Clarity Call with Aerlie

Connect with me on LinkedIn

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Hi I'm Aerlie


Thankyou for tuning in to the Unload Podcast.

I have over 10 years experience in supporting clients to improve their efficiency, reduce overwhelm and organise their business operations effectively. I specialise in setting up project management platforms such as ClickUp and Asana for tracking and reporting your business operations, documenting processes and improving you and your team's productivity and collaboration.

I know that business owner's find it difficult to step out of the chaos and day to day running of their business, despite all of the other plans they have. Getting these foundations set up and running efficiently are the best way for you to grow your business to the next level. Reducing the mental load so that there is more space for action taking, problem solving and ideas is what I'm passionate about.

I live and work in the gorgeous Adelaide Hills and am a mum to two girls.


Acknowledgement of country

I acknowledge that I undertake my business on the land of the Peramangk and Kaurna Nations.

I acknowledge their deeply spiritual connection with Country and I pay my respect to Elder's past, present and future as the custodians of this ancient and beautiful land.