I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
Take all of your big ideas and put them on paper.
If you aren’t using a task management system yet, this is your sign! A task management system is essential for ensuring your small business stays organized with your many clients and projects. If you already use task management software and feel like the features aren’t cutting it, then it’s time to explore other options. Many business owners are hesitant to buy or move their task management systems to a new platform because they feel like the price tag isn’t worth the features they get. Even if you don’t use all the features available, these systems are still well worth the price!
Researching the best task management systems and how they can support your business is a time-consuming task. To make your life a little bit easier, I’ve compiled a few of the best task management system platforms out there and how they can help you stay organized in your business.
Why is it so important to stay organized within your business? Sometimes, pen and paper can’t do it all. Whether you work by yourself or with a team, it can be easy to get lost in task progression if there isn’t clear communication about what’s been completed and what hasn’t. Most task management software offers a weekly view and task breakdown to help you plan what needs to be prioritized, what can be done later, and what you can delegate to other teammates. If you repeat the same tasks weekly, recurring task automation would be appropriate for your business.
Task management systems improve communication and make your workflow more efficient. More productivity means you can expect to complete projects on time, if not faster! Task management software is a consistent way to inform you (and your team) about a project’s current progression and what else needs to be finished. The benefits a task management system delivers far outweigh the price tag. Let’s compare some systems to see which is best for you!
ClickUp is an all-in-one task management software that consolidates every crucial aspect of communication, task completion, and time management without compromising efficiency. The platform is intuitive, so you’ll learn how to use ClickUp in a snap.
ClickUp provides almost everything you need to plan and communicate with your team in one platform. Its integration options make this platform convenient and limit the need to use a suite system like Google or Microsoft. It also provides resource guides to help you learn how to use ClickUp.
Pricing options are per member per month.
Small, medium and large teams with multiple clients or complicated projects with several subtasks should consider using ClickUp. Businesses that need one space for all project resources, collaboration, and organization or looking for scalability would find ClickUp able to meet all their business needs.
Asana prioritizes task completion and communication among team members, stakeholders, and other guests overseeing projects.
Asana allows guests and organization members to view task progression and gives them access to the resources available in each project. Asana focuses primarily on task management and communication among teams.
Asana offers monthly and annual pricing options. Subscriptions are billed per user.
Asana is for project or client-based teams that complete linear tasks. Asana prioritizes clear communication and convenient rules for completing tasks and who has what responsibilities. If your business regularly uses outside workers to complete tasks, this platform is suitable for including them in task progression.
Trello is a Kanban board-based task management software that assigns “cards” (tasks) with different subtasks to team members.
Trello works best using the kanban card view, which makes it easy to see the subtasks that make up a whole task and how work is split among team members. The map feature is very useful for businesses that rely on real-time location reporting.
Trello offers monthly and annual billing options. Subscriptions are billed per user.
Trello is best for teams with several projects with a linear workflow or requiring several subtasks to complete the main task. It is also great for businesses that prefer other apps for working and communication but need an affordable option to track task progression. Businesses that travel often and need real-time location reporting can also benefit.
Airtable delivers highly customizable workflows and sync features for team collaboration and productivity.
The Airtable features are super responsive and customizable task management software that’s helpful for large teams with several linear tasks or projects requiring a lot of collaboration.
Airtable bills each user annually.
Airtable is perfect for medium to large-size teams with linear tasks and those who need a consistent syncing function. Teams that consistently have outside editors or guest users viewing their work would also benefit. Airtable is an affordable option for businesses that need simple task management software.
Monday is highly customizable and responsive to teams collaborating on large projects. Monday also collects data and creates charts to visualize workload, workflow, and task progression.
The insights feature shows a custom chart or table using data collected from your team, which can help you see what tasks are taking the most time or what areas need improvement. Monday’s panic mode is a huge plus for teams responsible for sensitive information.
Monday subscriptions can be billed monthly or annually, but they will be the same price. Each subscription is billed per user.
Monday is great for large teams with several projects consisting of several subtasks or other actions to complete. Monday’s panic mode is perfect for teams handling large amounts of sensitive information that need a secure platform to host materials. Businesses that want to use data to adjust their workflows or gain insights about task progression can also use Monday to manage their tasks.
Did you see a few task management software you like? Choosing the best task management software can be tough, especially when you see yourself using a few of them! It’s all about which platform will best suit your business, budget, workflow, team size, and communication style. If you’re unsure which platform would be the best for your business, contact me today for a systems execution strategy! We’ll go over your workflow and expectations and match you with the best platform to get tangible results for your business.
To keep it simple, I’m a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!