How can you find the right project management tool for your business? What should you look for? What questions do you need to ask before investing money and time into a system? How does the way you think impact the tool you need?
In this episode, certified DOO and founder of Simplified Ops Collective Cadri Cunningham and I talk through what a project management system is, why you need one, and how to pick the right one for you. We share our favorite tools and break down the pros and cons of the top four options in the marketplace.
What is a Project Management Tool?
A project management tool helps you create accountability for yourself, oversight for your projects and tasks, and show you the accomplishments you’ve had in your business.
Project management tools differ from note-taking tools. With a note-taking tool like a Google Doc or Evernote, you can’t track, be held accountable, or share tasks with a team.
Why These Tools are ImportantThese tools allow you to:
A system needs to work for those who use it. Don’t go with the shiny new tool. Use what works for you or else it’s ineffective.
Questions to Help You Choose the Right Tool for You Questions a DOO Will Ask
Questions to Ask Yourself
Questions to Ask if You Work with a Team
Project Management Tool Options
There are a variety of options for project management tools. We share some of our favorites and the pros and cons of various tools.
Natalie and Cadri’s Top PicksI default to Trello because I’ve used it for so long. However, I’m also interested in Teamwork because of the messaging capability and task management features. It also has a CRM. ClickUp also has my interest because it can show you all your projects at one time.
Cadri prefers Asana because she loves to-do lists and the clean interface. She can also organize by task and it offers a calendar view. She also loves SubCast because of the to-do list capability.
Pros and Cons of the Top Project Management Tools Trello
Asana
Teamwork
ClickUp
Post the tool of your choice and let me know if this episode spurred you to assess the tool you’re currently using. Share with us inside the Ops Insiders Facebook Group.
Not a part of the group yet? Join at theopsinsiders.com.
Connect with Cadri CunninghamWebsite
Cadri wants to live in a world where creating our ideal day isn't just an idea, and spending time in activities that give us life is the norm. As a Certified Director of Operations and the CEO of Simplified Ops. Collective, a Business Operations and Team Hiring Agency, Cadri partners with small business owners that are ready to get back their time and love for their business by leaving behind the workload overwhelm by providing high-level marketing strategy, business planning, team hiring and onboarding, operations management, and providing actionable steps toward accomplishing the big ideas and projects with a team working in their zone of genius.
Previous Episodes MentionedEpisode 3: The Essentials of Your Business Foundation
Episode 4: The Core of Your Business: Your Mission, Vision, and Values
Episode 5: The Seven Pillars to Your Business Strategy
Episode 8: Three Productivity Hacks You Haven’t Thought Of
“The best project management tool is the tool you actually use.”
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This episode was originally published on theopsauthority.com/podcast/9