Creative agencies usually have a lot of balls in the air.
Indeed, there are tons of ideas and projects to juggle that often make one think ‘how can I manage all this?’
EngageBay is one tool to organize work and make sense of myriad client interactions.
But since we want to give you an unbiased list of project management tools for creative agencies, we came up with a list of the best ones.
Scheduling, task tracking, and collaboration can all be done seamlessly when you have the right tool in place.
So, let’s go!
5 Best Project Management Software For Creative Agencies
We’re starting the list with EngageBay, but it doesn’t mean anything in terms of ranking. This is just a list of tools, in no particular order.
EngageBay is the one-stop solution for small businesses at the most affordable prices when it comes to CRM and project management needs. This innovative solution has advanced features for you to manage your projects—task reminders, special drag-and-drop-management features, and customizable reports being a few.
What’s more? The tool integrates features that your sales and marketing teams would need, so your short-term and long-term revenue goals are effectively aligned.
Let’s take a look at some of its prominent features.
In traditional project management, pending tasks often get overlooked. But EngageBay’s special task filters help categorize tasks based on their level of urgency and various others like task status or due date etc.
The best part is that you can create your own filter, set its name, and keep them saved in your collection for later use.
Have specific feedback or updates for your team? Use the notes feature of this tool. Using this, you can let your team members add comments and also share information about certain tasks.
EngageBay has a unique way that allows you to view your report based on what metrics you want to have in the report. You can choose how you want your report to look by choosing certain options.
These reports can be customized based on priority, date, monetary value, etc which you can’t do with other project management tools. Not only that, you can choose to receive these reports straight to your mailbox on a daily, weekly, or monthly basis.
This tool has a free version, a basic one, a growth version, and a pro version too.
The Basic version gives you a limit of 1,000 contacts and costs $11.99/user/month while the growth version has a limit of 10,000 contacts and costs $39.99/user/month. However, the pro version doesn’t have a limit on the contacts and costs $79.99/user/month.
Check all its plans along with benefits here.
Over 75,000 organizations across the globe trust Asana’s awesome project management tool. And why not? This tool has got a suite of useful features that you need to ensure that your team meets the project’s goal.
Want to organize tasks? Use calendars, boards, and Gantt charts.
Not just that, the app also has 100+ integrations including files, Gmail, Teams, and essentially almost every app your team might be needing to collaborate and finish tasks in time.
In Asana’s software, your team gets to see all the tasks with their priority. So a task that needs to be finished early can be set to high priority. You can set your task priority to either low, medium, or high. There’s a dedicated column for due dates so that your team can get tasks done and meet deadlines.
This is yet another feature of this brilliant tool that you would find in both paid and free plans. Asana lets you see the status of each task so that you can precisely track which tasks are ongoing and which ones have been completed. They are sorted based on their status, i.e., new requests, in progress, or completed.
Find all your team’s work in one place
Now, your team might be handling various tasks at the same time—indeed a hardworking team, hands down! But with Asana, you can collaborate with your team anytime and find all their work—docs, projects, and tasks in the same place.
For that, it has a dedicated Teams page that shows all your team’s work with the list of team members and ongoing projects in one place.
Asana has three plans for you based on your preferences. A free plan, a premium plan, and a business plan. You can first go with their free plan to check whether the tool is cut out for your business.
Let us see the pricing of the other plans.
The Premium plan costs you USD 10.99/user/month but is billed annually. The Business plan has extended features and you have to pay $24.99/per person/month but are billed annually.
There is yet another plan called the Enterprises for additional support and security.
You can also consider cost-effective Asana replacements such as SmartTask, ClickUp, etc.
One of the most affordable project management software available in the market, Trello is yet another awesome tool for your project management needs. With Trello, manage workflows, organize plans, and even track tasks.
There are visual planning features too. So, you can easily visualize your workflows and get work done from a team sitting anywhere around the globe.
Trello has many exciting features to organize projects and boost your team’s productivity. We have highlighted some of the key features below.
Cards and lists
In Trello’s terms, ‘cards’ mean tasks. There are ‘lists’ too that show the status of your current tasks. Handling the status of tasks is easier here as you can set your tasks to: ‘to-do’, ‘doing’, and ‘done’.
Members here are your team members. With this feature, you can get a clear idea of which task is assigned to whom. The members can be linked to the tasks that they need to perform—so that no one bothers the project manager by constantly enquiring about the tasks they need to perform.
Every task has a deadline and to constantly remind your team to finish tasks before deadlines, Trello has a unique due date feature. So for all those do-or-die kinds of tasks, Trello reminds you of your deadlines so that your team always maintains its pace.
Trello comes with four plans for your business. It does have a free plan, which doesn’t cost your entire team. There is a standard plan at $5/user/month billed annually, a Trello premium plan which costs $10/user/month, and an Enterprise plan that costs $17.50/user/month.
With 30 million users today, Notion has brilliant features to help you nail your project management job like a pro. While it is more popular for note-taking, studying, staying organized, and building a website, there’s more that this tool has to offer for project managers and owners of creative agencies.
Notion gives you the notion of a workplace in your app. You can manage your team with highly customizable features based on your project’s complexity. Notion also has a drag-and-drop feature, so you can create frameworks for project pipelines according to your preferences.
Kanban boards help you track your projects by making visual representations of your entire project cycle. Kanban boards use columns, cards, commitment points, delivery points, and other such elements for project progress visualization. This way, tracking your projects becomes super easy.
Cards and groups
Two terminologies to keep in mind here are cards and groups. Cards here indicate a specific project. A group on the other hand is a column that shows your project’s various phases.
Calendars and roadmaps
Apart from that, you have calendars and roadmaps like every other management tool out there. These can be used to manage and plan projects easily. You can also let people access specific pages inside the software.
Resources from global creators
Notion gives you access to thousands of templates for you to implement and take inspiration from.
For instance, you can find checklist templates for planning your next crucial events—so your team can tick off tasks that have been accomplished.
There are also templates for weekly agendas, resumes, finance trackers, calendars, and more.
Plans include Personal (Free), Personal Pro ($4/user/month), Team ($8/user/month), and Enterprise. See all the features under these plans here.
ClickUp is a project management solution aiming to equip you with all the features that you would need to manage your project efficiently and save time. How?
ClickUp has inbuilt features so that you share your valuable time spent switching between various apps. It is super customizable and has a user-friendly interface that makes it easier for you to navigate this software without chaos. While the free plan offers 100 MB of storage, other plans give you unlimited cloud space.
A unique feature of this software is Mind Maps. These ‘maps’ make visualizing your project plan easier.
A Mind Map is a picturization of your ideas used in project management for brainstorming, planning, and organization. ClickUp allows you to create your Mind Maps and also gives you the option to set them as ‘private’ if you don’t want others to access your Mind Maps.
Now suppose you assign a task to a team member. Through the notification feature, other members will also get notified about the tasks and subtasks assigned to the member. So basically, everyone gets a notification if any task gets assigned to anyone.
In ClickUp, you can flag your tasks based on their level of urgency. So, if a task has a high priority, you can mark it as ‘urgent’.
There are various flags to mark the priority level of your tasks: urgent, high, normal, low, and ‘clear’.
Priority flags help organize things better because everybody knows what’s of a higher priority and what’s not.
How your team is progressing can now be understood with the unique ‘box view’ feature by ClickUp. This feature tells you the capacity of each of your team members in a box view.
So if a member is overworked, you can identify that and delegate their tasks to somebody else.
And guess what? There’s a time estimate feature too. You can get a rough idea of the time that a particular task might take.
This tool has five pricing plans—Free forever, Unlimited($5/user/month), Business($12/user/month), Business plus ($19/user/month), and Enterprise. See details and benefits here.
Project management tools are the modern-day weapons for project managers. They help managers fight inefficiency, inconsistency, and misalignment in the workplace.
Creative agencies need project management tools as much as MNCs do.
If these five tools make sense to you, try them out and let us know which ones fit your business requirements best.
If you have other suggestions for the best tools for creative agencies, let us know in the comments.