As a virtual assistant communication and project management tools are important since you do not work in an office setting. There should be a way to reach out to clients or anyone in your team whether by email, voice or video calls/conference. However, to be organized, you may need more than the ordinary tools like Skype and messenger. We are going to explore different project management tools you can evaluate and use this year.
Project management coincides with being organized. There must be a way to track everything and review what transpired so it would be easier to determine what the next step is.
Here are some commonly used tools in the market. Take into consideration your role with your client, the simplicity and cost of the software as well as if your client will need to use them as well.
Here are our top project management tools:
- ASANA is a web and mobile application designed to help teams track their work. Asana is web based software-as-a-service designed to improve team collaboration. It focuses on allowing users to manage projects and tasks online without the use of email.
Each team can create a workspace. Workspaces contain projects, and projects contain tasks. In each task, users can add notes, comments, attachments, and tags. Users can follow projects and tasks and, when the state of a project or task changes, followers get updates about the changes in their inboxes.
- TRELLO is a collaboration tool that allows teams of all size get things done. In a nutshell, projects are represented by boards. This boards then contain lists like tasks. The lists contain cards. Cards let you keep track of everything that needs to be done all in one place and team members can open cards to add things like checklists, due dates, files, comments and more.
Trello also stays sync across mobile (apple and android devices) as well as via a desktop application. In addition, Trello has a variety of work and personal uses including real estate management, software project management, school bulletin boards, lesson planning, and law office case management.
- TEAMWORK is the most expensive of these. While there is a free plan, it is limited to 2 projects and 100mb space. Therefore, it is very limited. Teamwork allows to see the latest activity, has a customer database feature, manage tasks and track upcoming or past milestones. It has a great feature like sophisticated time-tracking capabilities, integrations with google apps for business, and of course, it integrates with teamwork desk. Teamwork desk is a ticketing support software that enable you to manage communication. Probably more power than you need, but for those high-tech clients, they will love it.
Other project management tools you can review are:
Basecamp
Slack
Jira
Zoho Projects
Podio
Freedcamp
Let’s not forget the simple google calendar & drive features as well. For a lot of our clients, having an easy to understand filing system along with a complete calendar – works quite well.
It is best to know these common project management tools so you can adjust on what your client’s preference. Tools are important, but don’t base your work on your tools – base your tools on your work. As many have said above, project management is not about tools, it’s about the process. For more educational tips, follow us on Facebook.
