Project management tools are essential in your business, having at least one tool to help keep yourself and your team on task and organized is a must. There are so many great options out there to choose from, and honestly, I say play the field and have more than one!
I personally use a couple of project management tools, my favorite being Asana! Asana is a life changer, truly, it is where my business lives! I highly recommend that you look into it! I can invite my team members (or clients) and assign them tasks with due dates, we can communicate within the tasks and through message as well. It really is an entrepreneur’s best friend.
I second project management tool that is a fan favorite is Trello! I use Trello to share with my clients and for my organization too, I can create a board just for their project and give them access. Trello is 100% customizable which is why I like it for my clients because I can really tailor it to their project and their needs. (Also, you can edit the background and make the board pretty – which is what really matters)
It’s clear why these tools are helpful for you and your internal team, but why share it with your clients?
As modern entrepreneurs, a lot of us are virtual (yay for working in our pajamas!), which means our clients don’t usually see the work we are doing until its finished. You definitely don’t want to keep your client in the dark but sometimes sending update emails or trying to schedule a call can be too overwhelming depending on the project size. Or, god forbid you forget to email, I mean, yikes, we’ve all been there.
First and foremost: having a tool that you can share with your clients and they can go into to get an update at any time they want, makes your business LOOK GOOD. I always get a lot of compliments on my organization because I use a sharable project management tool. Trust me, this is something you want to do.
Secondly, project management tools allow you to store everything for that one client/project in one happy little place. Versus having to piece through old emails trying to find direction, logos, or any files they might have sent. These tools (if you keep them updated) are an amazing resource to house everything you may need to do your job.
Lastly, it takes the pressure off me! I don’t have to worry about sending a weekly update that will probably induce several questions and create more work. I don’t have to scour all over my emails or files for information on the project. These tools do the work for you, they also allow the client to upload any files they need or make notes for you. It’s like a one-stop shop for your projects.
Are you seeing the pattern? Keeping everything in one place. We’ve all been there where we lost a file or forgot to do it because it was in an email three weeks back, isn’t that the worst? Let’s not go back to those dark days, embrace project management tools, you won’t be sorry!