5 Best Agency Project Management Tools You Should Know About
Organizing and delegating tasks to your team requires efficient agency project management and a great project management tool.
Quick Links:
- TIP: How to manage your team using efficient agency project management [Infographic Download]
- Episode Overview – Using a Digital Agency and Shared Project Management to Save & Get Ahead
- Personal Note from Jenn Neal on agency project management
- Featured Guest Expert: Olga Fomenko
- Episode audio [Podcast on Spotify]
- Blog Post – 5 Best Agency Project Management Tools You Should Know About
- Related Posts
TIP: How to manage your team using efficient agency project management
Time needed: 7 minutes
TIP: What’s the best project management tool?
- The one you and your team will use
quit getting lost in the details of what is best and focus on what is best for you.
- All tools will have some things that are great and some that aren’t.
The important thing is that you use it.
What’s In This Episode
Guest expert and digital agency owner Olga Fomenko shares with us how she helps clients with development and delivery of the entire customer lifecycle. We get really nerdy and talk about project management for digital agencies and what project management tools she uses for the agency and what project management tools she recommends. We also talk about hiring a project manager and her project management certification requirements, as well as her super cool shared project management resource – so if you’re looking to hire a project manager or get some task organization help check this episode out.
Jenn Neal on Agency Project Management
It doesn’t matter the tool. It matters if you’re going to use it!
-Olga Fomenko
A business colleague friend of mine recently reached out to ask me about software tools.
It’s the same question I get asked all the time – and becomes one of the quickest ways you can lose money and time.
How?
Well, let’s look at this example.
We’ll keep names out of it to protect those that need to remain innocent. For the sake of the argument, simply put yourself in her shoes.
She has an assistant working for her, but isn’t sure exactly what the assistant is doing.
She just finished up a big launch and discovered that a lot of balls were dropped during the launch and wants to make sure they are held up the next time.
She’s still really busy so asked her assistant to look into what software tools she should buy so that they can solve the problems the next time.
About two months go by – during which time she’s busy with other things and her assistant is doing a bunch of research on features and prices and creating a spreadsheet of what tools will do what.
It doesn’t matter the tool. It matters if you’re going to use it!
– Olga FomenkoAll of this to come back to me after:
2 months of wasted time
2 months of wasted money
And ask what she should use.
I told her the same I’ll tell you – it doesn’t matter the tool. It matters if you’re going to use it and if you have a process to run it.
The best thing? My guest expert on this podcast episode totally agrees with me – in fact, she goes even deeper on the topic!
Check out this episode where guest expert and agency owner Olga Fomenko talks about life as an agency owner and how she deals with tools for herself and her customers.
If you’ve ever been stuck in analysis paralysis this is a great episode to check out!
Meet Olga Fomenko
| Olga Fomenko grew up watching her father building businesses in the post-Soviet Russia where free enterprise was not even a thing. She inherited his free spirit and started her first business at the age of 17. After moving to the US and working hard in other people’s businesses for a decade she got a taste of American Dream, decided to become a full-time entrepreneur and never looked back. Today Olga is an Integrator and Performance Specialist for high net worth freedom-seeking business owners. She is passionate about working with virtual teams, building systems that allow business owners to have the lifestyle they dream of, and all things marketing. Olga is the founder and operator at the Expert Brand Hub… Where she helps business rockstars delegate all the tactical stuff they don’t want to do and shouldn’t be doing to a virtual team. So the business owner can focus on their area of genius, love what they’re doing every day, and move their businesses forward to dominate their niche. |
Olga Fomenko – https://www.olgafomenko.com/
Olga on Facebook – https://www.facebook.com/olgie.fomenko
5 Best Agency Project Management Tools You Should Know About
Project management tools are like digital equipment required by project managers to facilitate a team toward work completion.
Whether your digital agency is small or large, it probably deals with a variety of tasks, plans, projects and people on a daily basis. Effective agency project management allows businesses to operate in a predictable, accurate, and profitable manner.
Project management software help with planning, resource allocation, and change management. Here is an overview of the top features offered by these tools:
- Planning: You can schedule and delegate work to team members with the help of workflows, folders, tasks, subtasks, templates, and calendars.
- Documentation: Project management allows you to keep all your records safe by options such as storing, versioning, and editing.
- Collaboration: They allow effective communication between team members as they can add comments to tasks and organize dashboards.
- Evaluation: Project managers can monitor growth with exciting features such as reporting and resource management.
Are you searching for agency project management tools to help you plan better for your team? Here are 5 of the most competent ones you can consider:
- Trello
Trello is one of the top task management software or your digital agency that come with built-in collaboration tools. It offers a simple and user-friendly way to organize your projects.
With Trello, you can use lists, boards, and cards to remain organized. It allows team members to share files, work together within the cards, and drop comments. Trello enables you to:
- Form unlimited task lists
- Organize lists according to either date or priority
- Comment and collaborate
- Share files and images
Trello is best for small teams with a limited number of projects. The only con of this tool is a lack of time-tracking features and restricted reporting functionality.
- ClickUp
ClickUp is dedicated to efficient task management for your digital agency. It is suitable for teams working in variety of industries. The customization options included in this tool make it an essential tool for teams that like to have a single platform to control all aspects.
ClickUp especially focuses on statuses, views, and processes to provide a smooth user experience. Here are some of the top features of this project management software:
- Customized workflow that includes multiple stages to keep users updated at the same time.
- Time estimates for automatic scheduling.
- Creating goals and monitoring their success.
- Form spaces to manage work with customized workflows and tags.
- Asana
Asana is a cloud-based agency project management tool that centers on collaboration. It can be used to effectively track all project details involved within your digital agency.
It brings together the best features of agency project management, file storage, and collaboration to handle projects across teams without the use of email. Here are the leading benefits of choosing Asana:
- A basic dashboard and search option is available in the free version.
- Employees can be messaged through a personalized inbox.
- Tasks can be prioritized and organized on a special Asana calendar.
- Tasks can be categorized into columns or portions in a list or board project.
- In-depth progress reports can be generated.
- Option to invite unlimited guest users.
With Asana, many of the core project management facilities are managed through integrations. While this makes it useful for all-size businesses, it may not be the best choice for freelancers.
- ProofHub
ProofHub is a centralized platform featuring workflows, task lists, discussions, calendars, and documents. It allows you to organize, plan, and monitor your team’s tasks in a digital agency.
ProofHub has the advantage of being an all-in-one tool that contains power-packed elements so that you no longer require a plethora of different software to manage your business. Key features of ProofHub include:
- Convenient task-management
- Gantt charts provide a visual representation of projects.
- Online proofing saves time during feedback-sharing.
- Offers the option to report and trace project history.
- File storage
- Ability to assign user roles.
- Available as a mobile application for both Android and iOS users.
- Scoro
Scoro is one of the most inclusive project management tools for businesses. It is an excellent option if you are looking to organize your work.
The highlight of this tool is that it allows you to streamline your work so that you don’t have to struggle with a different software for every task. Prime advantages of using Scoro include:
- A one-stop shop for controlling teams, projects and clients
- Real-time KPI dashboard
- In-depth reports of project finances and progress
- Pre-set templates for quoting and invoicing
- Contact management
Final Thoughts
Agency project management tools are essential for project planning, resource allocation, and time management. Most of them are easy to use and allow you to document and share all important files.
Project management software can help you manage your team better and also improve collaboration among team members. They do not only enable your business to become competitive, but also help set you apart from your rivals in the industry.
Related Posts
A Complete Guide To Project Management For Agencies
The Basics of Project Management for Digital Marketing
How to Reinvent Your Digital Marketing Strategy
