In a previous article on choosing a proper web designer or developer for your website project, we had touched on the importance of the company you choose to hire having a positive team dynamic. One component of a good team is to have a lot of processes in place and useful tools at their fingertips to keep themselves, and their projects organized. For good measure, we’ve decided to list our favorite website project management tools that we use to keep our projects smooth-sailing from the kick-off meeting to launch and beyond.
Useful Website Project Management Tools
As a remote team, we constantly need to be connected to each other to stay on top of our projects. To that point, we couldn’t live without this tool, as it does SO much more than messaging.
- Easily organize your conversations in Slack “channels”.
- Channels are basically little chat rooms you can organize based on each project, topic, team, or whatever you want!
- If you don’t want the channel public, you also have the option to go private.
- You can send a direct message to any person if you don’t want to keep things within the channel.
- Quickly make calls directly via Slack.
- Drag, drop and share files. These are also searchable later (as is all of your content).
- All of this can be taken with you wherever you go via their mobile app, which is also super easy and convenient to use.
- There are also some really fun new features too, like adding a status paired with a little emoji. Takes us back to our AIM days…
- Did we mention emojis? There are so many, and it’s wonderous.
This is another staple for our team. With Teamwork, we are able to keep track of very granular details of each project we manage whether for a client or for internal purposes. There are so many ways to get organized and get stuff done with this website project management tool…
- When it comes to projects, you can organize each one by category, date, favorites (starred projects), activity, roles, observers, features, charts, and announcements. There’s also options to copy/move projects, use project integrations (such as Dropbox, Google Docs, Freshbooks and more), and archive projects that aren’t currently being worked on. Even more, features include detailed project reports, notification preferences, and a document editor—so you never have to leave Teamwork.
- Task management opportunities are in abundance here. Organize each project using tasks and subtasks, where you can assign to one or multiple people, create start and due dates, task descriptions, add attachments, track time, and prioritize by importance. Other cool features include task estimates and progress, dependencies, recurring tasks, task reminders, Gantt charts, tags, templates, reports, defaults, comments, bulk edit/add, and import options from Excel.
- One thing that we frequently use in this tool is milestones. With milestones, you have the ability to link task lists to milestones, assign to multiple people, create detailed descriptions, set reminders (this is a lifesaver), view in the milestone calendar, use tags and [finally] add multiple milestones at one time.
- Other cool features to check out are messages, files, time tracking, billing, calendar, notebooks, and more.
- If you were to choose to use this tool for your own company projects, they have a fully functional 30-day trial option (no credit card required).
- Integrations we use with Teamwork: Slack, Dropbox, Google Docs, Evernote, and Freshbooks.
For a lot of internal collaboration and some client collaboration, we use Google Drive.
- We use Drive to create collaborative documents that we share with our team members, for important items such as progress timelines/reporting, tracking task lists we prefer to keep out of Teamwork, and more.
- This is also useful to share collaborative tasks lists between yourself and a client to make sure both parties stay on task, and of course, if you prefer not to do this thing within Teamwork. Sometimes going back to something more simple, such as a shared excel file in Gdocs, is just easier to work with. This is especially the case when your client or customer may not have the time to learn a new website project management tool such as Teamwork.
- Some main benefits of using this tool include: availability for many file types (documents, spreadsheets, presentations, photos, etc), ease of corporate communication (avoid overloading email servers by not attaching large, uncollaborative documents), the opportunity of sharing any information almost instantly and being able to see/make changes in real time, and the low cost.
- One thing to note here is that you don’t necessarily need a Google account (@gmail.com) to view other people’s documents, but they will need to physically add you to them with set permissions. If you want to create your own network of shared documents, then you will definitely need a Google account set up. This also helps organize other documents you may be working on outside of your own company, by being able to “save to Drive” and easily find the document later.
- More features include the ability to take the files with you via mobile or tablet and desktop apps.
- We integrate this tool with Teamwork and Evernote.
This tool is very useful for quickly and easily sharing files with clients and team members alike on the fly.
- Dropbox is great for saving important documents that may need to have the latest revision or restored to previous versions of the file.
- Some other great features of this tool are that it’s simple to use, has backup features, syncs to all devices, provides easy sharing, and includes a handy app to get all the features of Dropbox without ever having to go in-browser.
- We integrate this website project management tool with Teamwork and Evernote.
We honestly wouldn’t know what to do without Evernote. We probably use this tool too much, but hey we love it. This is SUCH an amazing tool to jot down notes, keep project information organized, and create project management lists like no other. And, if you’re as busy as we are you’re going to want this tool, like yesterday.
- With this tool, you can easily create project to-do lists, jot down reminders, or even snap a photo of some handwritten notes to add to your Evernote.
- You can also access and use this tool from anywhere on any device.
- The search features of this tool are great and very valuable. You can quickly search for anything at any time.
- And of course, you can share these documents with anyone. Either add a team member or collaborator to work within the same document or share a public link.
- We integrate this tool with Teamwork, Dropbox, and Google Docs.
In summation, there are a couple of takeaways here…
- You can easily use this list for your own website project management process, to keep yourself and your team organized, so you can have more time for more fun.
- You can use this list to determine whether your web designer or developer is organized enough to keep your project afloat and make your business a success.
To take a deeper dive into how collaborative teamwork and project management should flow, check out our blog, Things To Think About Before Hiring A Web Development & Design Firm, and download our handy chart to grade your candidates and see who fits your needs best.