Teamwork vs basecamp 312/24/2023 Individual contributors need to see exactly what’s on their plate, which client and project each task is associated with, time estimates, related assets, etc.Your Agency needs three primary levels of clarity from your project management tool: Definitely up there with ClickUp, Asana, and Monday. The ability to remap due dates based on variables (like a project start date) will save you so much time when planning out new work.Īs much as I dislike Accelo’s interface (as do most agency teams), I have to admit that their ability to deploy templates is good.Easy-to-deploy templates so you can quickly plan work using standardized processes and set assignees/due dates/time estimates/etc easily.templates for new Clients/Projects/Deliverables/Tasks – not just task templates) To increase the efficiency of recurring work, you should be looking for: ⚡ Powerful TemplatesĪgencies make a huge percentage of their margin from repeatable work. Your team will spend A LOT of time here, so find an interface that will be easy to work with. This could include changing assignees if someone is out, setting custom field values en masse, moving tasks, changing statuses, etc.) Lastly, be sure your system cleanly supports the bulk editing of tasks. ClickUp, Asana, and Teamwork all shine here, but Basecamp falls short on this front. You also want to make sure that your PM system supports recurring tasks. both manually and via automation or templates. You’re looking for a way to easily set assignees, due dates, custom field values, watchers, attach files, track time, add subtasks + context, discuss the task, etc. This seems obvious, right? Most of the tools in the top 10 (featured below) handle this without an issue (Notion would be the one exception as it was designed as an awesome docs platform with a ton of good database capabilities added in, but that makes it harder to use and manage for true project management.) what’s going on across all my clients, projects, etc.) then…good luck. In Trello for example, you can create as many boards as you’d like but, if you want to see the parent agency view (i.e. Asana and Basecamp both struggle with the same challenges of a flatter hierarchy. Other tools (ahem, Trello) were built with projects in mind. Some tools like ClickUp and Teamwork are built with these needs in mind. In a service-based business like an agency, you need to have enough layers in the hierarchy to properly handle: Ignore those building blocks and you’ll likely continue switching tools every 2-3 years in pursuit of the elusive perfect solution. Get those pieces right and the right tool becomes a great accelerant. Most teams do not have a coherent operating system, standardized processes, clear rules of engagement, accountability to healthy habits, and a systematic approach to continuous improvement. We even built our own (a platform called DoInbound that we wound up sunsetting in 2018), then did 6 months’ worth of heavy testing of 71 different PM platforms for agency use cases.Īnd today, ClickUp is the fastest-growing PM tool for agencies (and for context, I run ClickUp’s largest implementation partner, ZenPilot).Īfter spending the last decade in this space and helping over 2,600 agencies with their project management workflow, I’m here to tell you - even with my incentive to be biased towards ClickUp - that the fundamental reason agencies switch tools so frequently has nothing to do with the tech itself. Then Trello, Podio, Asana, Teamwork, and Monday all had their day in the sun and we’ve used all of them. Agencies are infamous for tool hopping from one shiny project management platform to the next.īack when we first set up a project management tool in 2008, Basecamp was the go-to solution.
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