You’ve probably put off using a project management tool because you don’t know what they are or you haven’t had time to figure out how to use one properly. Don’t worry, when I first heard the PM word my heart sank at the sheer thought of having to learn how to use yet another tool.
Your PM tool will become your MOST used and valuable business tool, so it’s well worth investing a little time in.
In case you don’t know, a project management tool/app is a safe, secure space online where you and your clients can keep all files and conversations. Inside your PM tool, you can create tasks, to do lists, deadlines, and discussions. You can use it with your clients AND with your team members.
I can think of a million reasons why you should use a project management tool but today I’m going to share just five:
1. Using a PM tool makes you look more professional.
If you’re managing your projects through emails, your clients probably aren’t impressed. You may have been using email with them because you THOUGHT it was easier for them, but it’s not. I promise.
It’s as confusing for them as it is for you. Your clients are probably tired of hunting through the last twenty or so emails you sent to find the one attachment they’re looking for, and they’re probably confused about what revision round you’re on and how many rounds are left. It’s hard to keep up with these things when you’re communicating through email.
A PM tool eliminates those concerns from your client’s mind and yours.
Inside a PM tool, you can document your step-by-step design process and tick each revision off as you go through them so your client is always clear on how many revisions they have left.
A PM tool also gathers all your attachments and files on one neat page, so you and your client no longer need to trawl through dozens of email threads to find one thing.
2. You and your clients know where you are in the design process at all times.
Inside your PM tool, you can document your step by step design process (like we just talked about.) When you do this, you can check off every stage as you go.
Finished the mood board? You can check it off!
Finished the logo design? You can check that off too!
When you do this, you and your client are never confused about what’s next in the process. You don’t even have to think about it – it’s all outlined on the screen in front of you.
And if you’re wondering whether you have to re-type this step-by-step process for every project, the answer is no! In Asana (the free PM tool I use), you document your process once and use it as a template for every project.
3. All feedback, files & conversations are kept in one place
You won’t have dozens of emails across dozens of threads, or in multiple Google Docs. You no longer have to spend 10 mins+ trying to find one piece of information.
4. A PM tool takes the stress out of your projects.
Before I started using a PM tool, I stressed over EVERY project. I was always worried that there were things I was forgetting because my process was unorganized and all in my head, not written down.
Every project felt like it was so much to handle. I could only take on one project at a time because of the stress, but after I started using a PM tool I was able to take on multiple projects at once because the PM tool kept them organized and kept me sane.
I hope this post was able to help you in on making the move to using a project management tool! If you are interested the one that I use currently and swear by is Asana!