I'm guessing your design projects look like this:
- Your clients are always late providing you with files and feedback
- Clients are always trying to add to the scope of the project
- You and your client are emailing back and forth through dozens of emails
- You just want to pull your hair out with stress!
You know you should use a project management tool, but you don't know where to start.
But there are so many out there. How do you choose which one to go for? How do you choose the best one for your business?
Well, you don't need to stress anymore because I'm going to show you the top three project management tools for freelance designers.
Before we go on, I've got something exciting to share with you and it's my free 5 day challenge: the client process cleanse!
If your client process is messy and unorganized and you want to tidy up your process so you stop stressing and start wowing your clients, come and join the challenge.
What is a project management tool?
It's a safe, secure space online where you and your clients can communicate with each other. You can share files, feedback and basically manage your entire project from this space.
You're probably thinking…
- My clients won't want to learn how to use this kind of tool.
- My clients don't have to time to learn how to use this.
- I don't have the budget for another too.
- lt's easier to manage my projects through email.
- It's too soon to start using a PM tool in my business. I'm just starting out! I have more important systems to put in place.
Well, my answer is no. No to ALL of the above.
A PM tool is the first and most important tool you should implement. And a lot of them are free and simple to use.
Imagine you invest a teeny bit of time into learning how to use a PM tool. Imagine if:
- Your clients are always providing files and feedback on time.
- Late payments become a thing of the past.
- You never forget to add things to your project.
It's not impossible and a PM tool can help you get there.
Now you know why to use one, which one is right for you?
Asana is my favourite. It's easy to use, free if you have under 15 team members, and it's great to use to manage your entire business, not just client projects.
It also comes with some amazing features, including:
- Create unlimited projects
- View your projects as lists or boards
- Assign due dates to dates
- Views tasks on a calendar
- And much more!
I’ve taught hundreds designers how to use Asana in my course, Organize & Automate, but we’re also going to be talking about how to use it in my free Client Process Cleanse Challenge.
This is becoming a favourite project management tool for freelance designers that is on par with Asana.
Dubsado is an all-in-one solution. It doesn't just cover project management. You can also use this tool to send:
You can also use it to:
- Create canned emails
- Brand all the documents you send so your name and logo is attached
- Schedule calls
- Sync those calls to your calendar
Note: Dubsado is $25 per month at this time.
Trello is a free tool but you can only attach files up to 10mb, then it's $9.99 per month.
It's well known for being used by creatives who like visual planning because it's laid out in boards, not lists.
In Trello, you can have public, team or private boards - think of a board as a project.
Each board has lists and the lists have cards on them, which is basically Trello's word for tasks.
If you think you should choose Trello because of it being visually appealing and having boards, Asana has boards now too. I would recommend Asana over Trello, because it's free, it comes with all the features that Trello does, and now appeals to people who don't like planning but prefer the visual side of Trello.
Don't forget about my free 5 day challenge: the client process cleanse, which is starting soon!