How To Use Motion App For Project Management 2024 (Step-by-Step)

Introduction

Hey guys, welcome back! In this guide, I'll be showing you how to get started with project management using the Motion app. Let's dive right into it.

Getting Started

Sign Up for Motion

To begin, click on Try Motion for Free at the top right corner of the homepage. You have the option to sign up for free using Google, Microsoft, Apple, or your email address. For this guide, we'll use a Gmail account. Note that Motion offers a 7-day free trial, after which you'll need to upgrade to a paid plan.

Once you've signed up, you'll be prompted to choose between an Individual Account or a Team Account. For now, we'll proceed with an individual account.

Subscription and Billing

After selecting your account type, you'll need to enter your payment information. Rest assured, you won't be charged until the end of the 7-day free trial. After entering your payment details, click on Skip Video to move ahead.

Connecting Your Calendar

You can connect your existing calendars to Motion, such as Google, Outlook, or Apple calendars. For project management purposes, syncing your calendar is essential. If you prefer, you can skip this step and use the Motion calendar.

Setting Weekly Hours and Recurring Tasks

Set your standard weekly hours, which is vital for scheduling recurring tasks like checking emails. You can also add basic tasks such as creating YouTube videos.

Switching to Team Account

If you’re working within a team, it's crucial to switch to a team account, which provides more project management features. Name your team and invite team members if necessary.

Project Management

Creating a New Project

Navigate to the Projects section at the top. Click on New Project and give it a name, such as "Launching Our Website". Then, add the initial tasks required for the project. For example:

Create a Logo
Build Ad Creatives
Design UI/UX

Managing Tasks and Statuses

You can adjust task priorities, add labels, and set deadlines. For team-based projects, you can view tasks by status, such as:

To Do
Backlog
In Progress
Blocked

Customize statuses to suit the needs of your project, for instance, adding a "Design Tasks" status for tasks designated to the design team.

Task Features

Each task allows you to:

Set a due date.
Indicate task duration.
Add labels.
Schedule tasks within personal hours, work hours, any time, day, or night.
Use Blocked by and Blocks features to ensure smooth task flow. For instance, "Deciding the Color Scheme" needs to be completed before you can create a logo.

Kanban View

For easier task management, switch to the Kanban view by clicking Kanban on the right. Here, you can drag and drop tasks between different statuses, marking tasks as completed when done.

Summary

Using Motion for project management allows you to efficiently track tasks, integrate calendars, and manage workflow with features like recurring tasks, team collaboration, and Kanban view.

Keywords

Motion App
Project Management
Kanban View
Task Scheduling
Calendar Integration
Team Collaboration
Task Prioritization

FAQ

What is the Motion App?

Motion is a project management tool that integrates features like calendar scheduling, task management, and team collaboration to streamline workflows.

Does Motion offer a free plan?

Motion offers a 7-day free trial. After that, you'll need to upgrade to a paid plan to continue using the service.

Can I use Motion individually, or is it only for teams?

Motion can be used both individually and as part of a team. Selecting the appropriate account type will unlock specific features catered to your needs.

How do I connect my existing calendar to Motion?

You can connect Google, Outlook, or Apple calendars during the setup process or later within the settings.

How can I manage my tasks effectively in Motion?

Utilize the status categories, labels, priority settings, and especially the Kanban view for effective task management.

What are the "Blocked by" and "Blocks" features?

These features allow you to set dependencies between tasks, ensuring that tasks that need to be completed sequentially can be managed properly.