{"id":196,"date":"2024-10-31T07:00:24","date_gmt":"2024-10-31T07:00:24","guid":{"rendered":"https:\/\/freeoseocheck.com\/blog\/choosing-the-best-project-management-tools-for-your-agency\/"},"modified":"2024-10-31T07:00:24","modified_gmt":"2024-10-31T07:00:24","slug":"choosing-the-best-project-management-tools-for-your-agency","status":"publish","type":"post","link":"https:\/\/freeoseocheck.com\/blog\/choosing-the-best-project-management-tools-for-your-agency\/","title":{"rendered":"Choosing the Best Project Management Tools for Your Agency"},"content":{"rendered":"<div class=\"bl-popout-box-green\">\n<p>This article is from our\u00a0<a href=\"https:\/\/www.brightlocal.com\/agency-growth-handbook\/\" target=\"_blank\" rel=\"noopener\">Agency Growth Handbook<\/a>\u2014a collection of guides created to help local SEO agencies grow and succeed. It is chapter five of \u2018<a href=\"https:\/\/www.brightlocal.com\/agency-growth-handbook\/processes-workflows\/\" target=\"_blank\" rel=\"noopener\">Part Two: Processes and Workflows<\/a>\u2019.<\/p>\n<\/div>\n<p><span style=\"font-weight: 400\">A busy agency can thrive or merely survive on its choice of project management tools. Old-fashioned spreadsheets and clunky time-tracking apps can seriously hinder your team\u2019s creativity. Too many tools can lead to duplication of effort, cause confusion, and potentially lead to completely inaccurate billing.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Keeping your projects organized and accurately tracking your billable hours is key to working effectively and efficiently. Having the right tools in place also means you can confidently manage your resources and consistently deliver client work on time.<\/span><\/p>\n<p><span style=\"font-weight: 400\">There are two distinct categories of tools you want to look out for: project management tools (to help you keep track of your overall project and enable effective communications) and time-tracking software. Many project management tools include time-tracking, but for many, you\u2019ll need something extra.<\/span><\/p>\n<p><span style=\"font-weight: 400\">So which marketing project management software tools will make your life easier and <\/span><a href=\"https:\/\/academy.brightlocal.com\/course\/how-to-build-and-grow-your-digital-marketing-agency\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">help you scale your agency business<\/span><\/a><span style=\"font-weight: 400\">? With so many tools on the market, identifying the best fit is easier said than done.<\/span><\/p>\n<h2><b>Why do you need marketing project management tools?<\/b><\/h2>\n<p><span style=\"font-weight: 400\">Juggling multiple client projects, incoming briefs, various deadlines, and a team can be a recipe for disaster. Unless that is, you have logical<\/span> <a href=\"https:\/\/www.brightlocal.com\/learn\/content-processes-agencies\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">processes for everything from content creation<\/span><\/a><span style=\"font-weight: 400\"> to client reports and actually useful tools in place to do some of the heavy lifting for you.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Project management and time-tracking tools aren\u2019t just nice to have. They can make a noticeable difference to how seamlessly your agency operates:<\/span><\/p>\n<h3>Organize client briefs<\/h3>\n<p><span style=\"font-weight: 400\">Different clients have different priorities, service agreements, and briefs. A dedicated project management tool makes it easy to keep track of each specific client and their associated briefs, no matter how many projects you currently have on the go. This is especially useful if you often receive ad-hoc or last-minute requests and need a better way to stay on top of them.<\/span><\/p>\n<h3>Streamline resource planning<\/h3>\n<p><span style=\"font-weight: 400\">A good tool will give you a clear view of each project and its upcoming deadlines so you can allocate resources accordingly. This isn\u2019t just a way to make managing your team easier. It can also go a long way toward controlling costs and optimizing how your agency business operates.<\/span><\/p>\n<h3>Efficient task management<\/h3>\n<p><span style=\"font-weight: 400\">Assigning specific tasks to individual team members is another way to manage your team\u2019s productivity. It also encourages accountability by making it easier for each person to manage their workload and maintain a clear view of what they need to deliver.<\/span><\/p>\n<p>If your chosen tool has status tracking, you can quickly see who\u2019s on track and who\u2019s in the weeds. From there you can intervene, if needed, or assign additional resources to keep client deliverables flowing.<\/p>\n<h3>Enhanced communication<\/h3>\n<p><span style=\"font-weight: 400\">The right project management software will enhance collaboration and communication. This isn\u2019t restricted to internal comms, either. Many tools will allow you to control permissions at an individual user level, so you can also grant limited access to your clients. That access could speed up project approval or open up productive new lines of communication between your agency and your clients.<\/span><\/p>\n<div class=\"bl-popout-box-top-tips no-border\">\n<h2><span style=\"font-weight: 400\">Top Tips for Optimal Project Management<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Getting project management right removes much of the last-minute stress and panic that typically accompanies poorly organized client campaigns. It also puts you in a much better place when it comes to client retention and scaling your business.<\/span><\/p>\n<ul>\n<li><b>Choose the right tools<\/b><span style=\"font-weight: 400\">: Marketing project management software and time-tracking tools can streamline campaign planning, resource management, and project execution. They make measurement easier, can automate repetitive processes, keep productivity high, and even support creativity.<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/li>\n<li><b>Develop clearly defined processes<\/b><span style=\"font-weight: 400\">: Having clearly defined processes helps everyone work in a structured, organized, and logical manner. It also makes measuring performance and results easier and helps your team deliver a consistent standard and output of work. <\/span><span style=\"font-weight: 400\">Do you have a specific way you perform <\/span><a href=\"https:\/\/www.brightlocal.com\/learn\/local-seo\/local-search-optimization\/local-keyword-research\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">local keyword research<\/span><\/a><span style=\"font-weight: 400\">, for instance? Make sure everyone\u2019s doing it that way.<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/li>\n<li><b>Set up logical workflows<\/b><span style=\"font-weight: 400\">: Logical workflows keep tasks flowing in the correct order. If you\u2019re managing a local search campaign, for example, your workflow might require keyword research to be completed and signed off by the client before your <\/span><a href=\"https:\/\/www.brightlocal.com\/learn\/local-seo\/local-search-optimization\/location-pages\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">local landing pages<\/span><\/a><span style=\"font-weight: 400\"> are drafted. Then, they\u2019ll need to review it, and sign it off and so on. Clear workflows help your team to work productively and efficiently while also minimizing confusion.<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/li>\n<li><b>Establish a project timeline<\/b><span style=\"font-weight: 400\">: Open-ended projects can quickly drift out of scope and over deadline. Establishing project timelines and scheduling task due dates keeps things moving forward at an appropriate pace. It\u2019s not just about assigning everything the delivery date of the final deadline either. Many project management tools offer calendar or gantt chart views to help you view the whole timeline of a project.<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/li>\n<li><b>Assign responsibilities<\/b><span style=\"font-weight: 400\">: Successfully executing even the most complex projects becomes much easier when everyone is clear on their responsibilities. Assign specific tasks to individual team members so each person knows what\u2019s expected of them and when they must complete a task. This encourages accountability and autonomy.<\/span><\/li>\n<\/ul>\n<\/div>\n<h3><span style=\"font-weight: 400\">Features to Look Out For in a Project Management Tool<\/span><\/h3>\n<p><span style=\"font-weight: 400\">The specific features your agency business needs will depend on the size of your team, the nature of your client projects, and your style of working. That said, some features are pretty much essential:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>Automations<\/b><span style=\"font-weight: 400\">: Automations make it easier to scale workflows and quickly complete recurring tasks by pre-populating certain fields.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Calendar<\/b><span style=\"font-weight: 400\">: An essential for managing upcoming to-dos, a built-in calendar can help you stay on top of annual leave and client meetings for easier diary management.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Task management<\/b><span style=\"font-weight: 400\">: The ability to set up a task, schedule a start and end date, and assign someone from your team to complete that task is non-negotiable.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Document management: <\/b><span style=\"font-weight: 400\">You should also be able to upload documents like keyword research reports and client briefs to support your team.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Status tracking<\/b><span style=\"font-weight: 400\">: Is a task in progress? Ready for review? Or, with the client for approval? Status tracking allows you to answer those questions and keep your project momentum moving in the right direction at a glance.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Messaging<\/b><span style=\"font-weight: 400\">: Whether internally or with your client, messaging improves collaboration and speeds up the delivery and approval process.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Client view<\/b><span style=\"font-weight: 400\">: Having a dedicated client view means you can grant controlled access to your clients. This view provides them with direct access to their account team while ensuring internal communications remain private.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Time tracking<\/b><span style=\"font-weight: 400\">: Accurate time tracking is essential for client billing. It can also be helpful if you routinely work with subcontractors and need to keep track of their working hours for payment purposes.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Integrations<\/b><span style=\"font-weight: 400\">: Plugging in other apps can be a serious time saver and add additional functionality that makes it easier to get the most out of your team.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Customizable dashboard<\/b><span style=\"font-weight: 400\">: A customizable dashboard gives you complete control over what you see, so you can create an optimal view based on how you (and your team) work.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400\">Top Project Management Tools<\/span><\/h3>\n<table id=\"tablepress-645\" class=\"tablepress tablepress-id-645 tablepress-responsive\">\n<thead>\n<tr class=\"row-1 odd\">\n<th class=\"column-1\">Tool<\/th>\n<th class=\"column-2\">Notable Features<\/th>\n<th class=\"column-3\">Price<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n<td class=\"column-1\">Monday.com<\/td>\n<td class=\"column-2\">Template library for speedy project setup<br \/>\nCustomizable dashboards<br \/>\nTask management and status tracking<br \/>\nExtensive automation options including 50+ widgets<br \/>\nTime tracking<br \/>\nIntegrations with tools including Zoom and HubSpot<br \/>\nResource management<br \/>\nReport generation\n<\/td>\n<td class=\"column-3\">From $9.00\/mo<\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n<td class=\"column-1\">Asana.com <\/td>\n<td class=\"column-2\">Project view<br \/>\nTask management<br \/>\nCustom fields<br \/>\nStatus updates<br \/>\nCustom workflows and automation<br \/>\nReporting dashboards<br \/>\nIntegrations with tools including Teams, Salesforce, and Slack \n<\/td>\n<td class=\"column-3\">From $10.99\/mo<\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n<td class=\"column-1\">Trello.com <\/td>\n<td class=\"column-2\">Template library<br \/>\nBuilt-in automations<br \/>\nCustomizable views<br \/>\nTask and workflow automation<br \/>\nIntegration with tools including Slack, Gmail, and Hootsuite<br \/>\nTask management\n<\/td>\n<td class=\"column-3\">From $5.00\/mo<\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n<td class=\"column-1\">Teamwork.com <\/td>\n<td class=\"column-2\">Custom views<br \/>\nTemplate library<br \/>\nAutomations<br \/>\nResource management<br \/>\nTime tracking<br \/>\nCollaboration tools<br \/>\nClient view<br \/>\nIntegration with tools including Xero, Slack, and HubSpot\n<\/td>\n<td class=\"column-3\">From $10.99\/mo<\/td>\n<\/tr>\n<tr class=\"row-6 even\">\n<td class=\"column-1\">GanttPRO.com<\/td>\n<td class=\"column-2\">Chart views<br \/>\nTemplate library<br \/>\nTask management<br \/>\nTime tracking<br \/>\nResource management<br \/>\nCollaboration tools<br \/>\nROI calculator \n<\/td>\n<td class=\"column-3\">From $7.99\/mo<\/td>\n<\/tr>\n<tr class=\"row-7 odd\">\n<td class=\"column-1\">ZohoProjects.com <\/td>\n<td class=\"column-2\">Template library<br \/>\nTask automation<br \/>\nTime tracking<br \/>\nCollaboration tools<br \/>\nReporting<br \/>\nIntegration with other Zoho tools, Microsoft, and Google apps \n<\/td>\n<td class=\"column-3\">From $4.00\/mo<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- #tablepress-645 from cache --><\/p>\n<h2><b>Time Tracking Software for Marketing Teams<\/b><\/h2>\n<p><span style=\"font-weight: 400\">Time tracking is one of those agency staples that\u2019s easy to take for granted. But it\u2019s also easy to get wrong. Real-time tracking and reporting can seriously bolster your transparency credentials with clients. If you\u2019re managing a team, intuitive tracking also helps you to stay on budget and easily handle contractor payments.<\/span><\/p>\n<p><span style=\"font-weight: 400\">So, what should you look for when shortlisting time-tracking tools for your agency?<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><b>Real-time tracking<\/b><span style=\"font-weight: 400\">: Tracking billable hours in real-time can nurture client confidence in your agency and help with retention. It\u2019s also invaluable when it comes to getting the most out of your team and pinpointing productivity drains.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Reporting<\/b><span style=\"font-weight: 400\">: Any decent time-tracking tool will have extensive reporting capability. You need this feature to manage client invoices and see how your team is spending its time.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Integrations<\/b><span style=\"font-weight: 400\">: Integrations just make life easier. Look for tools that can connect with other platforms you use daily to manage your agency workflows.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400\">Top Time Tracking Tools<\/span><\/h3>\n<table id=\"tablepress-646\" class=\"tablepress tablepress-id-646 tablepress-responsive\">\n<thead>\n<tr class=\"row-1 odd\">\n<th class=\"column-1\">Tool <\/th>\n<th class=\"column-2\">Key Features<\/th>\n<th class=\"column-3\">Price<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n<td class=\"column-1\">Toggl.com <\/td>\n<td class=\"column-2\">Automated time tracking<br \/>\nOnline work timer<br \/>\nTimesheet reports<br \/>\nInvoicing<br \/>\nIntegrations with tools including Asana, Trello, and ClickUp<br \/>\nTime reporting and analytics\n<\/td>\n<td class=\"column-3\">From $9.00\/mo<\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n<td class=\"column-1\">GetHarvest.com<\/td>\n<td class=\"column-2\">Multiple timer options including by client and task<br \/>\nAutomatic invoice creation<br \/>\nOnline payment processing<br \/>\nReporting and analytics <br \/>\nIntegrations with tools including Asana, Slack, and Stripe\n<\/td>\n<td class=\"column-3\">From $10.80\/mo<\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n<td class=\"column-1\">TimelyApp.com <\/td>\n<td class=\"column-2\">Automatic time tracking<br \/>\nMemory tracking<br \/>\nBillable rate setting<br \/>\nTime sheet generation<br \/>\nTask management<br \/>\nIntegration with tools including Asana, Basecamp, and ClickUp \n<\/td>\n<td class=\"column-3\">From $9.00\/mo<\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n<td class=\"column-1\">Timesheet.io<\/td>\n<td class=\"column-2\">Mobile time tracker for Android devices<br \/>\nAutomated tracking<br \/>\nProject and task management<br \/>\nAnalytics and reporting <br \/>\nExpense management<br \/>\nInvoice and cost management<br \/>\nIntegrations with tools including Chrome, QuickBooks, and Zapier \n<\/td>\n<td class=\"column-3\">From $5.00\/mo<\/td>\n<\/tr>\n<tr class=\"row-6 even\">\n<td class=\"column-1\">https:\/\/desktime.com\/<\/td>\n<td class=\"column-2\">Automatic and manual time tracking<br \/>\nProductivity calculator<br \/>\nProject tracking<br \/>\nDocument title tracking<br \/>\nPerformance comparison reporting<br \/>\nShift scheduling<br \/>\nIntegrations with tools like Asana, Trello, and Basecamp\n<\/td>\n<td class=\"column-3\">From $7.00\/mo<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-- #tablepress-646 from cache --><\/p>\n<h2><span style=\"font-weight: 400\">Choose Wisely and Choose Early<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Embedding this sort of tool into a growing business can be easier said than done, especially if you\u2019re trying to do it retrospectively. Adding a project management tool and defining clear processes early can be really beneficial and save a lot of time down the road.<\/span><\/p>\n<p><span style=\"font-weight: 400\">As with any tool, whether that\u2019s a <\/span><a href=\"https:\/\/www.brightlocal.com\/local-seo-tools\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">local SEO tool<\/span><\/a><span style=\"font-weight: 400\"> or a project management tool, the key is to find the one that works best for your agency\u2019s needs. Make sure it benefits your work rather than adding more steps for the sake of it.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article is from our\u00a0Agency Growth Handbook\u2014a collection of guides created to help local SEO agencies grow and succeed. It is chapter five of \u2018Part Two: Processes and Workflows\u2019. A busy agency can thrive or merely survive on its choice of project management tools. Old-fashioned spreadsheets and clunky time-tracking apps can seriously hinder your team\u2019s&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[24,22,38],"class_list":["post-196","post","type-post","status-publish","format-standard","hentry","category-part-2-processes-workflows","tag-agencies","tag-learn","tag-part-2-processes-workflows"],"_links":{"self":[{"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/posts\/196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/comments?post=196"}],"version-history":[{"count":0,"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/posts\/196\/revisions"}],"wp:attachment":[{"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/media?parent=196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/categories?post=196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/freeoseocheck.com\/blog\/wp-json\/wp\/v2\/tags?post=196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}