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Plan! Why You Need Project Management (And 3 Platforms To Choose From!)

Plan! Why You Need Project Management (And 3 Platforms To Choose From!)

If you have somehow missed the memo: you need project management.

Whether you are a student, a lawyer, an Etsy shop, or a stay at home mom. If you work on projects and lead a busy, multifaceted life (that’s almost all of us, and I can bet that if you are ready my blog, it is DEFINITELY you), you need a project management tool to manage your tasks and keep you organized.

I do have a physical planner, which I love. But physical planners do only one thing. They help you plan.

Here’s a few things that you can do with project management tools that you can’t do with a basic planner:

  • Sync your platform with all your apps and calendars so that nothing falls through the cracks
  • Set reminders and alerts, assign items to different buckets according to priority level, delegate to your team
  • If you work with clients, maintain all your different client projects in the same place without it all getting mashed together
  • Look at things both visually and in text, to help you process your workflow and get the big picture

Each week, I plan things in my physical planner. But in my project management tool I keep so much more. Laundry lists of blog topics, launch plans, client portfolios, recurring tasks. The planner helps me get through the day to day. My planner is why I showed up in this coffee shop where I’m writing this to you this very moment. But the project management tool is how I knew what to write about, my promotion plan for the post, and repurposing content plans for all my social media platforms.

So, have I convinced you?

Now, you might already use a project management tool. If so, awesome. If you love what you use, stick with it. I’ve tried all the free platforms, and at this point I can confidently say they are all great. But if you aren’t happy with your platform, you’ve only dabbled in them, or this is the first time you’ve ever heard of project management, here are three platforms to consider.

Trello

Trello was my intro to project management. It is intuitive, beautifully designed, and simple. As a creative, the little touches aren’t lost on me. You can personalize the background on each board, and the UI is smooth and seamless.

Trello is great for one thing, and it’s really great for it: kanban.

You can keep multiple kanban boards for all your projects, and you can assign deadlines to the cards, assign them to team members, put notes in the cards for integrative projects, and upload files to the cards.

What I don’t like as much about Trello is that, without upgrading, you get limited integrations, and I didn’t find the integrations very intuitive. I spent altogether too much time syncing my google calendar to Trello one day, and it was enough to make me throw in the towel. So if you need a lot of integrations and don’t want to upgrade, this might not be your platform. But if you crave simplicity and beautiful design, Trello is amazing for that.

Head to Trello Here

Asana

After Trello, I flowed on to Asana, and stayed with Asana for almost a year. At first I really struggled to get used to the sparse design in Asana, but it grew on me. You have your projects in a list, and you can build your lists as kanban or checklists, as well as assign lists to the integrated calendar embedded on the platform – super convenient with no intergrations necessary. I also loved Asana for teams. It’s intuitively designed for collaboration.

There are a ton of integrations you can do with Asana, and I’ve played around with many of them. You can get a lot more without upgrading, compared to Trello.

Ultimately, I don’t have a great reason for why I left Asana, but my creative minds might understand this best – I just didn’t dig the UI. The interface didn’t spark joy for me. It was useful, but clunky enough for me to feel unmotivated to use.

That said, if I hadn’t discovered this next platform, I would have happily stayed with Asana. It is highly functional, and that is crucial in project management.

Head to Asana Here

Click Up

This past month, I switched to Click Up after seeing VAs rave about it online. Virtual assistants know better than anyone the importance of keeping your ducks in a row, so I decided to try it out. And I fell in love. It has the beautiful sleek design I loved from Trello, but all the functionality I had in Asana. I can seamlessly switch back and forth between views, seeing tasks as checklists or kanban boards. I can easily create unique workspaces and separate files for individual clients, so I’ve been able to design a client portal within my management platform that is separate from the rest of my tasks.

And the integrations are on point. They are intuitive and simple to set up. I’m yet to find anything I don’t like about Click Up, to be totally honest. But I’ll do an update after the honeymoon phase wears off!

Head To Click Up Here

Finishing Touches

All three platforms provide an equally functional app so you can manage your projects on all your devices.

I did not go over the price differences in this entry, simply because I have never explored the paid versions of these platforms. But I can guarantee that all three give you everything you need to start organizing your tasks more effectively and overall get your shit together.

Do you use a project management tool? What platform do you like best?

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