A project management tool helps you keep track of to-do’s, client work, launches, stay organized and helps make sure no tasks slip through the cracks. The list goes on!
The issue people normally have when it comes to project management tools is deciding which one is best for their business.
As a Virtual Assistant, I’ve used quite a few different platforms at the request of my clients. Today, I’m going to talk about my likes, dislikes and which ones are winners in my book. Keep in mind, what works for me may not work for you! But you’ll have a better understanding of each platform and can decide which one has the features you’re looking for.
I’m a huge Asana fan! If you’re working with clients and need to keep track of who’s in charge of what, who’s going to send information, deadlines, etc, Asana is perfect. You can assign tasks, add deadlines, keep track of files and conversations.
I also like that you can look at all of your tasks in one list so you know everything you have coming up and can plan accordingly. You can look at the tasks by project or just look at everything on your dashboard. When I work with VA clients I always suggest Asana because it’s user friendly and pretty hard to not be organized on here.
I’ll be going way more in depth on how to use Asana in my next blog post, so keep an eye out!
I wasn’t a fan of Trello at first but if you’re organized and know how to use it, it’s really wonderful! It wasn’t until I watched some tutorials on how to use it and learned about its features that I really started to like it. You can set up different boards, create checklists and templates and assign tasks. It’s really similar to Asana except things feel a little more separated out.
I like to use Trello for my own business – not my clients. I don’t like using it for clients because tasks will be assigned in different boards, instead of all in one place, like Asana. Since I use it for my own business I like to map out different things for launches, content calendars and my client onboarding workflow.
Real talk – I despise Basecamp. I don’t like the interface and find it frustrating to navigate. When I used it, I used Basecamp 3. I’m not sure if that was just the version at the time or a specific one my client had chosen, but I was not a fan. I just felt like everything could have been organized better.
I think going from such user-friendly platforms, like Asana and Trello, also didn’t help. But you might be a Basecamp lady all the way and not like Asana and Trello – so test out what’s best for you. Basecamp is also $99 a month, which I don’t think is worth it when the free versions of all the other platforms work perfectly fine!
I debated putting Slack on this list because it’s so different from the others. Slack is great for keeping conversations in one place, but I would never use it as your only project management tool.
You basically create folders with hashtags to separate different conversations. I had a client who only used Slack for projects – sharing documents, posts for review, general communication. I thought it was super unorganized and confusing to keep up with. When someone shares a document it just goes in the conversation, so if you have to find it a month later you’re left searching through a month’s worth of messages to find it. There was a lot of “where was that image?” and “what folder did you share the ebook in?” going on.
I do use Slack for basic communication with clients. It makes it easier to keep track of conversations than sending emails back and forth. If a client or I have a quick question, we can ask in our private Slack message.
Test your options
I suggest testing out the different project management tools and seeing which one you’re able to get in a groove with and really enjoy using. Your project management tool is there to help manage your business and should never be frustrating or confusing!