Updated: Oct 28, 2021
ClickUp, Asana, Trello, Monday... what are they and what do they do? Have a think about how you organise your business. Do you have leads sitting in emails, social media messages, your phone and maybe even on bits of paper? Do you have notes on your projects and clients spread out over different conversations? Do you have 4 or 5 different places for recording and keeping different information on your leads, processes and team?
ClickUp, Asana, Trello and Monday are all programs that allow you to keep track of your leads and projects all in one place. You can assign tasks to certain staff members, keep track of your sales funnel and integrate it with your other programs such as Outlook and your calendar. Save time, boost your teams productivity and never lose another lead with a project management tool.
My choice of project management?
"Give me six hours to chop down a tree and I will spend the first four sharpening the axe" - Abraham Lincoln
It is all about what tool you need to best achieve your business. As put well above, the tool is where the investment should be and while often time consuming to step up and often a little bit of a learning curve... the improvement to your business as a whole will be instantly recognisable.
While I enjoy them all for their different qualities, for my business personally, ClickUp is my choice. For larger teams Asana is great and Monday and Trello for simple, small business needs. Xero is another great choice with its many integrated apps to suit your business needs. It all depends on what your business does, how you need to be supported and your budget.
Project Management = Planning for Success
"The productivity of work is not the responsibility of the worker but of the manager" - Peter Drucker
Project Management Software is just another way for you to give the team the tools needed to promote productivity, consistency and success. It keeps teams connected, collaborating and in touch with the shared vision. You wouldn't build a house without a blueprint and plan, would you? Why treat building your business any differently?
"By failing to prepare, you are preparing to fail" - Benjamin Franklin