As a business owner, you have a never-ending to-do list. It doesn’t matter if you are a solopreneur or if you have a team behind you.
Between blog posts, website maintenance, client work, project launches, communicating with your team and more, it is easy to feel like you are drowning.
That is why you need a project management tool in your life!
Essentially a project management tool allows you to keep track of everything you have going on so you can plan your goals, organize your ideas, share information, communicate with your team and just have a general idea of how far you’ve come and what tasks you still need to do.
6 Reasons You Need to Use a Project Management Tool
1. Get (and Stay) Organized
If you are like me, then you probably have your to-do list scattered EVERYWHERE – from notebooks to emails to Google Docs to paper planners to notes on your phone to even napkins. Your ideas are as scattered as your brain sometimes and you are feeling it in your business.
A project management tool allows you to organize all of your projects, tasks and ideas in one place – basically a dumping ground for all of your ideas and things to do.
Think of it as your central business headquarters.
And say goodbye to wasting time searching for what you need!
Imagine being able to do all of these things in one place:
- Manage your to-do list
- Create your quarterly plan
- Manage your client workflow
- Communicate with clients and your team members
- Build out your next launch
- Keep track of your online education progress (course hoarder anyone?)
- And much more!
The best part is that a good project management tool is accessible online so you can access it from anyone – even your phone!
2. Define a Plan & Set A Schedule
I am a HUGE advocate of goal setting and quarterly planning. If you don’t know what quarterly planning is or how to create your own, then read How to Make 2019 Your Best Year Yet (Hint: Quarterly Planning).
Using a project management tool to implement your quarterly plan is genius because it takes your ideas and puts them into an easy to follow action plan!
It allows you to assign tasks to yourself and your team (if you have one) and most importantly assign dates. This way you know when things need to get done and by who in order to achieve your goals for the year.
Seriously my whole business changed once I started doing this. I went from overwhelmed, not knowing what I even accomplished for that day and not accomplishing my goals to a productive as hell entrepreneur knocking things off my to-do list left and right and actively achieving my goals.
3. Save Time by Creating Templates & Workflows
Think of all the things you do over and over in your business.
Do you blog consistently?
Do you have a podcast?
Do you follow the same process each time you launch?
All of these things can be turned into templates and workflows.
Creating these not only saves you time but it helps you stay consistent.
It also prevents you from forgetting a vital piece of the puzzle.
Do you normally forget to send clients a testimonial request after you’ve completed working together? Well, not anymore because you have it in your client workflow!
The possibilities are endless.
4. Stay Accountable
You might have a team or a client to stay accountable to, but this also works for yourself.
I know that no one is making me do any of the business tasks I have on my list, but when I put them into my favorite project management tool and add a due date, I am keeping myself accountable.
A project management tool also brings visibility into your business and goals. You can view the progress of your projects and goals which helps you identify issues early on.
If you notice that you have a lot of past due tasks for a certain project, you know that something isn’t right and you can evaluate, adjust your timeline and set your priorities accordingly.
5. Stop Cluttering Up Your Inbox!
This is a biggy!
I will be the first to admit that I am awful with emails, you either get an email right away or weeks later. The reason is that my email inbox is a busy place and it is so easy for a message to get buried!
Plus, I once had deliverability issues and emails weren’t sending and it was hit or miss if incoming ones even landed in my inbox. And that is not a place I ever want to be again!
A project management tool allows you to move client and team conversations OUT OF YOUR INBOX! That means no missed emails, no mixing up email threads, and no losing attachments.
It is a life (and time) saver!
Try it out, you’ll thank me later!
6. Turn Into A Productivity Powerhouse
Since you …
- Are organized with a central business headquarters
- Have set a schedule to actually accomplish your to-do list
- Saved time by creating templates and workflows
- Are being held accountable
- And have moved out of your inbox
… you will turn into a force to be reckoned with.
When you start checking off items from your to-do list, you will feel motivated to do more because you can see how much you’ve accomplished.
What is the Best Project Management Tool?
There are so many productivity tools out there:
And I have used every single one on that list (and more!)
But, my recommendation is by far ClickUp. It is the one I use in my business.
Why I Recommend ClickUp
There are so many reasons I recommend ClickUp. It is easy-to-use and so customizable!
- It has a unique hierarchy that allows you to really drill down on how you view and organize your tasks
- You can view your tasks in List View, Board View, Calendar View, Table View, Timeline View, and more!
- You can communicate with your Team and with Clients straight in the platform (there is even a Chat feature!)
- You can set up workflows and templates to be used over and over again
- You can create tasks by email
- You can sync ClickUp with your calendar
- And much more!
Oh, and it’s FREE! Of course, you can upgrade for additional features but the Free version probably works for more people. Even if you need to upgrade (like I decided to do!), it is one of the most affordable ones on the market!
Want to Learn How to Organization Your Business (and Life) with ClickUp?
I’ve got just the solution for you!
I created #GSD with ClickUp because I know how difficult it can be when learning a new platform. Or even to know if you are using a platform to the best of its abilities.
I want you to have a successful and profitable business that you love and you can’t do that if you are getting bogged down on a daily basis!
So get ready to deep dive into ClickUp and learn the projects and workflows that I use for not only my business but my life for JUST $97!
So tell me, what is your favorite project management tool and why?