Automate processes

Project Management Setup. Your team can always see who is working on what.

  1. Workshop
  2. Setup
  3. Sprint
  4. Build & Support

Fixed price after scoping · proposal within 48 h

Reviewed: September 2026

Project Management Setup
Project Management Setup
Project Management Setup

Project Management Setup: Professional setup of project management tools for better team collaboration.

A well-organized project management system is key to team productivity. We configure your PM tool (Notion, Monday.com, Asana, ClickUp, or Linear) with custom workspaces, templates, dashboards, and automations tailored to your team's workflow. Including migration of existing projects and comprehensive team onboarding.

Who it's for

Perfect for growing teams that need structure in their project management. Ideal for operations managers, product managers, and founders who want to improve team collaboration and project visibility.

Key Features

  • Structured
  • Collaborative
  • Fully automated
  • Fully customized
  • Notion
  • Monday.com
  • Asana
  • ClickUp
  • Linear

We select the optimal tech stack for your specific requirements

How we work on it

  1. Workshop
  2. Setup
  3. Sprint
  4. Build & Support
(01)

Setup

We set up one clearly bounded system and hand it over ready to use.

1–2 weeks · fixed price after scoping
(02)

Build & Support

We build the project out and stay alongside you once it is live.

after scoping, ongoing · fixed price after scoping; support billed monthly

Included

(01)

Analysis of your team workflows & reasoned tool recommendation

(02)

Workspace structure with teams, projects, roles and permissions

(03)

Templates for recurring projects, views and dashboards

(04)

Automations for status, notifications and assignments

(05)

Transfer of ongoing projects from Trello, Jira, Excel or a previous tool

(06)

Team training and setup documentation

(07)

30 days of free bug fixing from final delivery

Not included

(01)

Tool licence costs (contract directly with the vendor)

(02)

Custom software development and complex interfaces

(03)

Full migration of completed old projects (scoped separately)

(04)

Ongoing support after the 30 days of bug fixing – available as Build & Support

How it runs

(01)

Analysis & Tool Selection

We map how your teams plan and work today and recommend the right tool

W1
(02)

Workspace & Templates

Set up structure, templates, views and dashboards for your project types

W1-2
(03)

Automation & Transfer

Configure notifications and automations, move over ongoing projects

W2
(04)

Training & Handover

Team training on real projects, documentation and handover of admin rights

W2
(01)Notion, Asana, ClickUp, Monday.com or Linear – which fits us?
That depends on how your team works. Roughly: Linear for software teams with tickets and sprints, Asana and Monday.com for cross-department projects with clear ownership, ClickUp for teams that want to bundle a lot in one tool, Notion when documentation and projects belong closely together. We recommend with reasons after the analysis; you decide.
(02)Can ongoing projects be moved over from Trello, Jira or Excel?
Yes. We move ongoing projects and tasks using the tools' import functions or CSV and map them to the new structure. Completed old projects are usually just archived rather than fully migrated – we agree on that up front.
(03)How do we make sure the team actually uses the tool?
With a lean structure, few mandatory fields, templates for recurring projects and training on your real projects. An internal owner, whom we brief as well, helps a lot. Whether the tool is used day to day ultimately depends on team leadership – we can support that, but not promise it.
(04)Can the tool be connected to our other systems?
Most tools come with ready-made connections, for example to Slack, Microsoft Teams, Google Workspace or GitHub. Anything beyond that we build with Make, Zapier or n8n. More complex interfaces are planned as a separate integration after scoping.
(05)How long does the setup take and what does it cost?
As a Setup, one to two weeks, depending on the number of teams, project types and projects to move over. We quote the work as a fixed price after scoping, with an offer within 48 hours. You pay the tool licences directly to the vendor.
(06)What happens after handover?
You receive documentation of the structure, templates and automations plus 30 days of free bug fixing from final delivery. Further teams, automations or dashboards can be added as Build & Support if you wish.

Ready for your project?

Talk to us for 30 minutes with no obligation, or write to us directly.

Fixed price after scoping · proposal within 48 h