Best Project Management Software: Top Tools for Teams in 2025

Project management software helps teams organize tasks, track deadlines, and work together more effectively. The best project management software for 2025 includes platforms like Asana, Monday.com, and Trello, which offer features like task tracking, team collaboration, and workflow automation to keep projects on schedule.

These tools have become essential for businesses of all sizes, from small startups to large companies with hundreds of employees.

Choosing the right project management software can be challenging. Experts have reviewed dozens of platforms to find the top options available.

Each tool offers different features, pricing plans, and ways to help teams stay organized.

This guide covers the most important factors to consider when selecting project management software. It explains what features matter most, which platforms work best for different team sizes, and how to match software capabilities with specific business needs.

Key Takeaways

  • Project management software helps teams track tasks, meet deadlines, and collaborate more efficiently
  • The best platforms offer features like task management, team communication, automation, and mobile access
  • Choosing the right software depends on team size, budget, required features, and how the tool integrates with existing systems

What Is Project Management Software?

Project management software is a digital tool that helps teams plan, organize, and track projects from start to finish. These platforms provide a central workspace where managers can assign tasks, monitor progress, and keep everyone aligned on deadlines and goals.

Key Features of Project Management Software

Project management software includes several core features that make team coordination easier. Task management tools let users create, assign, and track individual work items with due dates and priorities.

Most platforms offer scheduling capabilities like Gantt charts and calendars to visualize project timelines. Collaboration features enable team members to communicate, share files, and provide updates in one place.

Resource management tools help managers allocate team members and track their workload across multiple projects. Progress tracking and reporting give leaders real-time visibility into project status.

Many work management software solutions also include time tracking, budget monitoring, and custom dashboards. Document storage and sharing features keep all project files organized and accessible to the right people.

Types of Project Management Software

Different project management apps serve different needs and work styles. Traditional project management tools focus on waterfall methodology with detailed planning and sequential task management.

These work well for construction, manufacturing, and other industries with fixed project phases. Agile project management software supports iterative development with features like sprint planning, backlogs, and burndown charts.

Software development teams and marketing departments often prefer these platforms. Collaborative work management software emphasizes team communication and flexible workflows rather than rigid project structures.

Simple task management tools offer basic features for small teams with straightforward needs.

How Project Management Software Works

Project management software operates as a centralized hub where teams input and access project information. Managers create projects and break them down into smaller tasks with specific details like assignees, deadlines, and dependencies.

Team members log in to view their assigned work, update task status, and communicate with colleagues. The system automatically tracks changes and sends notifications when relevant updates occur.

The software aggregates data from all tasks and activities to generate reports and visualizations. This gives managers a complete view of project health, resource utilization, and potential bottlenecks.

Most platforms sync across devices so teams can access information whether they're at their desk or on the go.

Benefits of Using Project Management Software

Project management software transforms how teams work together and manage their projects. These platforms provide tools that help businesses coordinate tasks, track resources, and complete work more efficiently.

Improved Team Collaboration

Project management software creates a central space where team members can communicate and work together. Team members can share updates, leave comments on tasks, and provide feedback without needing to send endless emails or schedule extra meetings.

Collaboration tools within these platforms allow teams to work together even when they're in different locations. Remote workers can access the same information as office staff and stay connected to project developments.

This eliminates confusion about who's working on what and keeps everyone informed about project status. Real-time updates mean that when one person makes a change, everyone sees it immediately.

Team members can attach files directly to tasks, making it easy to find important documents. This reduces the time spent searching through email threads or shared drives for the right version of a file.

Enhanced Resource Management

Resource management becomes simpler when project managers can see all their available resources in one place. The software shows who's working on what, how much time tasks are taking, and where team members might be overloaded with work.

Managers can assign tasks based on each person's workload and skills. This prevents some team members from having too much work while others have too little.

Budget tracking features help teams stay within their financial limits by monitoring expenses as they happen. The software also tracks materials, equipment, and other resources needed for projects.

Teams can see what resources are available and plan their work accordingly. This visibility helps prevent scheduling conflicts and ensures resources get used efficiently.

Streamlined Workflows

Project management platforms help teams create clear workflows that everyone can follow. Tasks can be set up with dependencies, so team members know which work needs to be completed before they can start their own tasks.

Automated features handle repetitive work like sending reminders or updating task statuses. This saves time and reduces human error.

Teams can create templates for common project types, making it faster to set up new projects. The software provides a clear view of project timelines and deadlines.

Team members can see how their work fits into the bigger picture. This helps them prioritize their tasks and meet important deadlines.

Increased Productivity

Productivity tools built into project management software help teams work faster and more effectively. Time tracking features show how long different tasks take, helping teams estimate future projects more accurately.

Teams spend less time in status meetings because project information is always available in the software. Instead of gathering updates from each person, managers can check the platform to see progress at any time.

This frees up time for actual work instead of talking about work. Task lists and schedules keep team members focused on what needs to be done.

Notifications remind people about upcoming deadlines without requiring manual follow-up from managers. Analytics and reports show where teams are succeeding and where they might need to improve their processes.

Essential Project Management Features To Consider

The right features can make or break a project management tool's effectiveness for a team. Core capabilities like task organization, planning tools, flexible viewing options, and data reporting form the foundation of productive project work.

Task Management and Assignment

Task management serves as the backbone of any project management system. Teams need the ability to create, assign, and track individual tasks with clear owners and due dates.

Most platforms allow managers to break down large projects into smaller, manageable pieces of work. Task dependencies connect related work items so team members understand which tasks must be completed before others can begin.

This prevents bottlenecks and keeps projects moving forward smoothly. Good task management includes:

  • Assignment to specific team members
  • Due dates and priority levels
  • Status updates and progress tracking
  • Comments and file attachments
  • Subtasks for complex work items

The best systems send automatic reminders when deadlines approach. They also let users see all their assigned tasks in one place, regardless of which project they belong to.

Project Planning and Scheduling

Project planning tools help teams map out entire workflows from start to finish. Project templates save time by providing pre-built structures for common project types.

Teams can customize these templates to match their specific needs instead of starting from scratch each time. Gantt charts display project schedules as horizontal bars on a timeline.

They show task duration, start and end dates, and how different tasks overlap. This visual format makes it easy to spot scheduling conflicts or resource constraints.

A clear project timeline keeps everyone aligned on deliverables and milestones. Planning features should allow managers to set realistic deadlines based on team capacity and task complexity.

The ability to adjust schedules quickly when priorities shift is equally important.

Multiple Project Views

Different team members prefer different ways of viewing their work. Multiple views let each person choose the format that works best for them while looking at the same underlying data.

A kanban board shows tasks as cards moving across columns that represent different stages. This view works well for teams following agile workflows or anyone who thinks visually about progress.

Calendar view displays tasks and deadlines on a traditional calendar format. This helps with planning around specific dates and avoiding schedule conflicts.

Timeline view presents work chronologically, similar to Gantt charts but often with a simpler interface. List views organize tasks as rows with sortable columns for quick filtering and searching.

Teams working on multiple projects simultaneously need easy ways to switch between different project views without losing context.

Reporting and Analytics

Dashboards provide at-a-glance visibility into project health and team performance. Custom dashboards let managers choose which metrics matter most for their specific situation.

Common metrics include task completion rates, upcoming deadlines, budget tracking, and resource allocation. Reporting tools generate detailed analyses of project data.

These reports help identify trends, spot problems early, and make data-driven decisions. Good reporting includes:

  • Time tracking summaries
  • Budget vs. actual spending
  • Team workload distribution
  • Milestone completion status
  • Overdue task listings

Project tracking features monitor progress against original plans. Managers can see which projects are on schedule and which need attention.

The ability to export reports for stakeholders or executives is valuable for teams that need to share updates outside the platform.

Top Picks: Best Project Management Software Platforms

These four platforms stand out for their robust features, user-friendly interfaces, and ability to scale with growing teams. Each tool offers distinct strengths in task management, collaboration, and workflow automation.

monday.com

monday.com provides a visual approach to project management with customizable boards that adapt to different workflows. Teams can track tasks, timelines, and progress using color-coded statuses and multiple view options including Kanban, Gantt charts, and calendars.

The platform includes automation features that reduce manual work by triggering actions based on specific conditions. Users can set up notifications, task assignments, and status updates that happen automatically.

Key Features:

  • Customizable dashboards with real-time data
  • Time tracking and resource management tools
  • Integration with over 200 apps
  • Templates for various industries and use cases

monday.com works well for teams of all sizes, from small businesses to large enterprises. The interface requires minimal training, making it easy for new users to get started quickly.

ClickUp

ClickUp combines project management, documentation, and goal tracking in one platform. The software offers more features than most competitors, including task dependencies, custom fields, and multiple assignees per task.

Users can switch between 15+ view types to visualize work in different ways. The platform includes built-in docs, whiteboards, and chat features that eliminate the need for separate tools.

Core Capabilities:

  • Hierarchical task structure (spaces, folders, lists, tasks)
  • Native time tracking and reporting
  • Custom automation and workflows
  • Goal setting with progress tracking

The free plan includes unlimited tasks and members, making it accessible for budget-conscious teams. Advanced features like workload management and advanced dashboards are available in paid tiers.

Smartsheet

Smartsheet uses a familiar spreadsheet interface for project management. This design makes it easy for teams already comfortable with spreadsheets to transition without a steep learning curve.

The platform excels at handling complex projects with multiple dependencies and stakeholders. Users can create detailed project plans with automated workflows, approval processes, and resource management tools.

Notable Features:

  • Grid, card, Gantt, and calendar views
  • Dynamic reports and dashboards
  • Proofing and approval workflows
  • Advanced resource management

Smartsheet integrates with enterprise tools like Microsoft Office, Google Workspace, and Salesforce. The platform serves industries that need detailed planning and compliance tracking, such as construction and manufacturing.

Wrike

Wrike offers advanced project management capabilities designed for complex workflows and cross-functional teams. The platform provides robust reporting tools that give managers visibility into project status, team workload, and resource allocation.

Custom request forms streamline project intake and ensure teams collect all necessary information upfront. The software includes proof review and approval features that speed up creative workflows.

Primary Features:

  • Interactive Gantt charts with critical path
  • Custom workflows and approval processes
  • AI-powered work intelligence
  • Advanced security and permissions

Wrike supports agile, waterfall, and hybrid project management methodologies. The platform scales well for growing organizations that need sophisticated project tracking and reporting capabilities.

Popular Alternatives and Specialized Solutions

Project management tools vary widely in their focus, from simple task boards to complex enterprise systems. Each platform serves different team sizes, workflows, and industry needs.

Asana

Asana works well for teams that need flexible task management without a steep learning curve. The platform organizes work through projects, tasks, and subtasks that team members can view in multiple formats including lists, boards, and timelines.

Teams can assign tasks, set due dates, and track progress through custom fields and project milestones. Asana includes automation features that reduce manual work by triggering actions based on specific conditions.

The software integrates with over 200 tools including Slack, Google Drive, and Microsoft Teams. Asana offers a free tier for basic features, with paid plans starting around $10.99 per user per month that unlock advanced reporting and workflow automation.

Trello

Trello uses a board-and-card system based on the Kanban method. Each board represents a project, while cards represent individual tasks that move across customizable columns.

The visual interface makes it easy to see project status at a glance. Users can add checklists, attachments, due dates, and labels to cards.

Team members receive notifications when cards change or when someone mentions them in comments. Trello suits smaller teams or simple projects better than complex enterprise needs.

The free version supports unlimited cards and up to 10 boards per workspace. Power-ups extend functionality by connecting tools like Google Drive, Jira, and Slack.

Notion

Notion combines project management with documentation and knowledge management in one workspace. The platform uses a block-based system where users build custom databases, wikis, and task lists.

Teams create project dashboards by linking different database views together. Tasks can appear in calendar, board, table, or gallery layouts.

Notion's flexibility means teams spend time setting up their workspace but gain a system tailored to their exact needs. The software works well for teams that value documentation alongside task tracking.

Notion includes real-time collaboration features and supports embedding content from external sources. Pricing starts free for individuals, with team plans around $8 per user per month.

Jira

Jira specializes in software development and IT project management. The platform was built for agile teams using Scrum or Kanban methodologies.

Development teams track bugs, issues, and feature requests through customizable workflows. Jira includes sprint planning tools, burndown charts, and velocity tracking that help teams measure progress.

The software integrates deeply with other Atlassian products like Confluence and Bitbucket. While powerful for technical teams, Jira's complexity can overwhelm non-technical users.

The platform offers extensive customization through custom fields, workflows, and automation rules. Pricing starts at $7.75 per user per month for the Standard plan.

Zoho Projects

Zoho Projects provides comprehensive project management features at competitive prices. The platform includes Gantt charts, task dependencies, time tracking, and resource allocation tools.

Teams can create project templates, set milestones, and generate detailed reports on project health and team productivity. Zoho Projects includes built-in communication tools like forums and chat.

The software integrates with other Zoho applications and third-party tools. Zoho Projects costs $4 per user per month for the Premium plan, making it affordable for small to medium businesses.

The platform also connects with TeamGantt-style visual planning tools and supports workflows similar to ProofHub and Basecamp for team collaboration.

Key Integrations and Automation Capabilities

Project management software needs to connect with other tools and automate repetitive tasks to save time and reduce errors. The right integrations and automation features can transform how teams work together and manage their projects.

Third-Party Integrations

Most project management platforms offer connections to popular business tools through third-party integrations. Slack integration allows teams to receive project updates and notifications directly in their communication channels.

File storage services like Google Drive, Dropbox, and OneDrive let users attach and share documents without leaving the project workspace. Calendar integrations sync deadlines and milestones with Google Calendar, Outlook, and other scheduling tools.

Many platforms include over 200 integrations that extend their core functionality. Email integrations help teams convert messages into tasks and send project updates to stakeholders.

API access gives technical teams the ability to build custom integrations that fit specific business needs. This feature matters for organizations that use specialized software or internal tools.

Some platforms also connect with time tracking apps, CRM systems, and accounting software to centralize business operations.

Workflow Automation Tools

An automation builder lets users create rules that trigger specific actions without manual input. Teams can set up automations to assign tasks when project stages change, send reminders before deadlines, or update status fields based on completion.

Popular platforms include native automation features that handle repetitive work. Butler automation and similar tools allow users to build custom workflow rules using simple if-then logic.

These automations can move tasks between lists, notify team members of changes, and create recurring tasks automatically. Automation capabilities reduce the time spent on administrative work and minimize human error.

Users without technical skills can typically set up basic automations through visual builders.

AI and Productivity Enhancements

AI tools in project management software analyze project data to predict delays, suggest task assignments, and optimize resource allocation. Some platforms use artificial intelligence to generate status reports and identify bottlenecks before they impact timelines.

Smart scheduling features powered by AI can automatically adjust project timelines when dependencies change. OCR technology helps digitize paper documents and extract relevant information into project fields.

AI-powered assistants answer questions about project status and help users find information quickly. These productivity enhancements learn from team patterns to offer personalized recommendations.

Machine learning algorithms can estimate task durations based on historical data from similar projects.

Advanced Project Management: Methodologies and Use Cases

Project management methodologies shape how teams organize work, track progress, and deliver results. Different approaches work better for specific project types, team sizes, and organizational goals.

Agile and Scrum

Agile project management breaks work into short cycles called sprints, usually lasting two to four weeks. Teams hold daily standup meetings to discuss progress and roadblocks.

Sprint planning sessions happen at the start of each cycle to decide which tasks to complete next. Scrum boards help teams visualize their work across different stages.

These boards typically include columns like “To Do,” “In Progress,” and “Done.” Team members move tasks across the board as work advances.

This methodology works well for software development and projects where requirements change often. Teams can adjust their plans between sprints based on new information or feedback.

The approach requires active participation from all team members and regular communication.

Waterfall and Traditional Approaches

Waterfall follows a linear path where each phase must finish before the next one starts. Teams complete planning, design, development, testing, and deployment in order.

This method works best when project requirements are clear from the beginning and unlikely to change. Traditional project management uses detailed upfront planning and fixed timelines.

Project managers create comprehensive schedules that map out every task and milestone. Teams follow these plans closely with limited flexibility for changes.

This approach suits construction projects, manufacturing, and other work where changes are costly or impractical. It provides clear documentation and predictable timelines.

Portfolio and Resource Management

Portfolio management helps organizations oversee multiple projects at once and decide where to invest time and money. Managers track which projects deliver the most value and align with business goals.

They can pause or cancel projects that no longer serve strategic priorities. Resource allocation assigns people, equipment, and budget across different projects.

Managers must balance workload across team members to prevent burnout and delays. Resource management tools show who is available, overbooked, or underutilized.

Workload management ensures team members have the right amount of work at any given time. It prevents bottlenecks and keeps projects moving forward smoothly.

Collaboration and Communication Features

Project management software needs strong collaboration tools to keep teams connected and productive. Features like instant notifications, shared files, and built-in messaging help teams work together smoothly, whether they're in the same office or spread across different locations.

Real-Time Updates and Notifications

Real-time updates keep everyone informed about project changes as they happen. Team members receive instant notifications when tasks get assigned, deadlines change, or colleagues leave comments.

This eliminates the need for constant check-ins and status meetings. Most platforms let users customize their notification settings to avoid alert overload.

People can choose to receive updates through email, mobile push notifications, or in-app messages. Some tools also offer @mentions that alert specific team members when their input is needed.

These instant updates become especially valuable for remote teams and hybrid work environments. When someone completes a task or uploads a new file, the entire team sees it right away.

This transparency helps prevent duplicate work and keeps everyone aligned on project progress.

Document and File Sharing

Document management and file sharing capabilities let teams store and access project files in one central location. Users can upload documents, images, spreadsheets, and other files directly to specific tasks or projects.

This eliminates the confusion of searching through email attachments or multiple cloud storage accounts. Many platforms allow multiple team members to work on the same document simultaneously.

Version control features track changes and let users revert to earlier versions if needed. ProofHub and similar tools include built-in document proofing, where reviewers can leave comments and markup directly on files.

Access permissions ensure sensitive files remain secure. Administrators can control who views, edits, or downloads specific documents.

File preview options let users see document contents without downloading them first.

Team Communication Tools

Built-in team communication features reduce the need to switch between multiple apps. Most project management software includes group chat, direct messaging, and discussion boards.

These tools keep all project-related conversations tied to specific tasks and projects. Some platforms integrate collaborative tools like whiteboards and mind maps for brainstorming sessions.

Miro and similar services offer digital workspaces where teams can sketch ideas and organize thoughts visually. Video conferencing integration connects with platforms like Zoom or Microsoft Teams.

Discussion boards work well for longer conversations that need permanent records. Teams can create threads for specific topics, making it easy to find past decisions.

Chat features suit quick questions and casual team interactions that don't require formal documentation.

Customization and Scalability

Project management software needs to adapt to unique team processes and grow alongside a business. The ability to customize fields, templates, workflows, and dashboards directly impacts how well a tool fits specific needs, while scalability determines whether that tool remains useful as teams expand.

Custom Fields and Templates

Custom fields let teams track information that matters most to their specific projects. A marketing team might need fields for campaign budgets and launch dates, while a software development team tracks bug severity and sprint numbers.

Most quality project management tools allow users to create text fields, dropdown menus, date pickers, and numerical values. Customizable templates save time by providing reusable project structures.

Teams can build templates for recurring project types with pre-set tasks, assignments, and timelines. A construction company might create templates for different building types, while an agency builds templates for client onboarding or content creation campaigns.

The best tools offer template libraries but also let users create their own from scratch. This flexibility means teams don't need to rebuild common project structures every time they start similar work.

Customizable Workflows and Dashboards

Customizable workflows allow teams to match the software to their actual processes rather than forcing process changes. Users can define custom project stages, approval chains, and automation rules.

A simple workflow might move tasks from “To Do” to “In Progress” to “Complete,” while complex workflows include review stages, stakeholder approvals, and conditional logic. Customizable dashboards display the metrics each user cares about most.

Project managers might monitor overall progress and resource allocation, while team members focus on their individual task lists and deadlines. Users typically drag and drop widgets, charts, and data views to create personalized layouts.

Scalability for Growing Teams

Scalability means software performance stays strong as user numbers and project complexity increase. Tools built for small teams often struggle when organizations add dozens or hundreds of users.

Scalable platforms handle larger data volumes, more simultaneous users, and increased integration needs without slowdowns. Pricing structures should also scale reasonably.

Some tools charge per user with volume discounts, while others offer tiered plans based on features and team size. Growing businesses need flexibility to add users and access advanced features without complete platform migrations.

Enterprise-grade tools provide additional admin controls, security features, and support options that larger organizations require. These might include single sign-on, advanced permissions, and dedicated account managers.

Mobile and Accessibility Considerations

Modern project management software must work across devices and locations to support today's flexible work environments. The best tools offer robust mobile apps, intuitive interfaces, and features that keep distributed teams connected.

Mobile App Functionality

Quality mobile apps let users manage tasks, update progress, and communicate with team members from their phones or tablets. The most effective project management apps include offline functionality so work continues even without internet access.

Changes sync automatically once the connection returns. Mobile apps should provide access to essential features like task creation, file uploads, comments, and notifications.

Some platforms offer simplified mobile versions that focus on core functions, while others mirror the full desktop experience. Real-time updates ensure team members see changes immediately, regardless of which device they use.

Push notifications keep users informed about deadlines, mentions, and project updates without requiring them to open the app constantly. The ability to capture photos, scan documents, or record voice notes directly through mobile apps adds value for field workers and remote team members who need to document work on site.

User-Friendly Interface

A clean, intuitive interface reduces the time needed to train new team members and increases daily productivity. Navigation should feel natural, with important features accessible within two or three clicks.

Visual hierarchy guides users to critical information without creating clutter. Consistent design elements across desktop and mobile versions help users switch between devices smoothly.

Clear labels, recognizable icons, and logical menu structures prevent confusion. The best interfaces adapt to different screen sizes while maintaining functionality.

Customizable dashboards let users prioritize the information most relevant to their roles. Drag-and-drop functionality, keyboard shortcuts, and quick-add features speed up common tasks.

Color coding and visual indicators make project status instantly clear.

Accessibility for Remote and Distributed Teams

Remote teams need tools that support collaboration across time zones and locations. Project management software should include features like @mentions, threaded comments, and activity feeds that keep everyone informed.

Video integration or links to conferencing tools help teams stay connected. Permission settings and role-based access ensure team members see relevant information without overwhelming them with unnecessary details.

Shared calendars and deadline tracking help distributed teams coordinate despite different schedules. Time zone displays prevent confusion about due dates and meeting times.

Mobile accessibility becomes essential when team members work from different locations or travel frequently. The ability to approve requests, answer questions, or update tasks from anywhere prevents bottlenecks and keeps projects moving forward.

How To Choose the Right Project Management Software

Selecting project management software requires careful evaluation of specific factors that directly affect team productivity and project success. Teams should focus on matching software capabilities with their actual needs, ensuring the platform is easy to use, and verifying it meets security requirements.

Assessing Team Needs and Budget

The first step involves identifying what features the team actually needs for daily work. Teams should list their core requirements like task assignment, file sharing, and communication tools before looking at software options.

Work management features vary widely between platforms. Some tools focus on simple task lists while others offer advanced scheduling and resource allocation.

Teams managing multiple projects need software that can handle complex workflows and dependencies.

Budget considerations extend beyond the initial software cost. Teams must account for:

  • Monthly or annual subscription fees per user
  • Expense tracking capabilities built into the platform
  • Integration costs with existing tools
  • Training time and resources

Budgeting tools within project management software help teams track project costs against estimates.

Timesheets let team members log hours spent on tasks and projects. This data helps with accurate billing, resource planning, and understanding where time gets spent.

Teams that track billable hours should prioritize software with robust time tracking features.

Evaluating Ease of Use and Support

Software that confuses team members won't get used properly. The interface should be intuitive enough that new users can start working within minutes, not days.

Teams should test the software with actual team members before committing. Most platforms offer free trials that let teams evaluate the interface with real projects.

Watch for platforms that require excessive clicking or have confusing navigation.

Support quality matters when problems arise. Check what support channels the vendor offers like email, phone, or live chat.

Some vendors only provide support during business hours, which can be a problem for distributed teams.

Documentation and training resources help teams get the most from their software. Look for platforms that offer video tutorials, knowledge bases, and onboarding assistance.

The vendor should provide regular updates and communicate changes clearly.

Security, Compliance, and Data Privacy

Project management software stores sensitive company and client information. The platform must protect this data from unauthorized access and meet industry security standards.

Key security features include:

  • Two-factor authentication for user accounts
  • Data encryption during transfer and storage
  • Regular security audits and certifications
  • Granular permission controls for different team roles

Compliance requirements depend on the industry and location. Healthcare organizations need HIPAA compliance.

Companies handling European customer data must follow GDPR rules. Teams should verify the software meets their specific compliance needs before purchase.

Data backup and recovery options protect against data loss. The vendor should automatically back up data and provide clear procedures for recovering information if something goes wrong.

Teams should understand where their data gets stored. They should also know whether they can export it if they switch platforms.

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