Improve your Marketing Project Management Capabilities

By: Irma Zaldivar, BDO

Before we list off all the amazing project management tools that are available, I wanted to touch on the following:

The importance of transparency
We all know there is a lot of back and forth between stakeholders, designers, and other team members. Having a clear project overview can mitigate any disorganization. Which brings me to my next point…

Access to project overview
When picking a project management tool for your firm, make sure the tool is easily accessible for internal and external stakeholders, and that sharing project plans is simple.

Task management
Remember to pick a project management tool that allows you to assign tasks and share updates with your team members. If a task is overlooked, deadlines will be missed.

Review and approval process
As I mentioned, there is a lot of back and forth when trying to complete a marketing project. We’ve all been there, we design a flyer and there are a million emails back and forth about revisions after the fact. Pick a project management tool that will have review and final approval processes. This will give you peace of mind because you’ll know the project has been reviewed and given the final seal of approval by the right people.

Project Management Tools 

  1. Monday.com: I love this tool because of how simple and intuitive it is. A single board allows the user to see who is working on what, instantly providing information on where things stand.
  2. Basecamp: They claim it’s more than just a project management tool. With Basecamp, you break up your work into separate projects. Every project includes tools all teams need to work together, such as message boards, to-do lists, schedules, docs, file storage, real-time group chat, and automatic check-in questions. What I love most about Basecamp is it keeps everyone in the loop without having to schedule multiple meetings, freeing up time to be productive and move projects forward. Something to think about: their software is a great tool, but not free. For more information about pricing check out their pricing model here.
  3. Airtable: It’s an all-in-one collaboration platform that stores information in a spreadsheet that’s visually appealing and easy-to-use, but also powerful enough to act as a database that businesses can use for customer-relationship management, task management, project planning, and tracking inventory. It’s super easy to build custom applications (what they call Blocks) with no coding experience required.. Fun fact: Tesla uses Airtable to track inventory of vehicles as they leave the factory. Airtable has free and premium plans available – learn more here.
  4. Filestage: The review and approval process is often one of the most delicate stages of any project. Filestage simplifies your document, image, and video review and approval workflow with clients, coworkers, and stakeholders. Filestage handles feedback for all file types, leaving your inbox free of clutter. What I like about this tool is that every stakeholder can give their opinion, and each idea has to be discussed and implemented.
  5. Brightpod: What’s cool about this tool is that it offers users a progress bar with percentages to help you  organize, manage, and track all of your projects in one place. You can also integrate this tool with Google Drive and Dropbox, which allows the user to track the documents associated with each project and determine which users can access them. Brightpod is very easy to use and offers a monthly subscription with four pricing plans.
  6. Wrike: This tool uses a Gantt chart to help track the progress of projects by using a clear visual timeline. This view allows the user to see if the project is going according to plan, and allows users to make minor adjustments when necessary. What I like about this tool is how you can customize dashboards so you only see what you want to see. I also like how the platform makes it easy to share tasks with clients outside of the company. Why? Because it allows the user to get feedback from your external contacts. This tool is suitable for teams of 20+. Wrike also has “Wrike for Marketers”, a separate product with tailored templates, proofing tools and an Adobe extension. It integrates with a variety of tools like SalesForce, Dropbox, Slack and Adobe Creative Cloud. There are pricing plans available for every level.

There is an overabundance of project management tools that are available for small, medium and large businesses. Make sure you check out a complete list of project managements tools for creative and marketing agencies here. I am sure you can find one that is suitable for your firm. If you’re unsure feel free to post on our AAM Discussion board and I am sure someone can provide great feedback and insight.

Good luck!