Project Management Templates: The Key to Improving Your Workflow
How to Choose the Best Project Management Tool for You
When considering a project management platform for your web design business, here are some things to pay attention to:Generic vs. Web Design Tools
These are four project management tools I would recommend you start with: Of the four, InVision is the only one strictly made for the web design process. As such, there’s a greater emphasis on managing design work. Here, you can see how to collaborate within uploaded designs, prototypes, wireframes, etc.:![InVision Collaboration](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/InVision-Collaboration.png)
![InVision Workflow](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/InVision-Workflow.png)
Free vs. Paid
Most task management software you’ll find comes either with a free plan—typically for one person or a strict limitation on the number of projects—or with a free trial. Here is an example from Teamwork:![Teamwork Pricing](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Teamwork-Pricing.png)
Workflow View
Project management tools offer a variety of workflow styles and views. Here is an example from Asana of a calendar view:![Asana Calendar](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Asana-Calendar.png)
![Trello Task Management](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Trello-Task-Management.png)
Tables:
![Wrike Tables](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Wrike-Tables.png)
Boards:
![Wrike Boards](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Wrike-Boards.png)
Lists:
![Wrike Lists](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/Wrike-Lists.png)
- Asana for designers that work on smaller or shorter jobs.
- Trello for designers that need greater control over lengthier project phases.
- Wrike for designers that have a growing team and client list and want to offer more flexibility to them.
Features
Be sure to think through the features that matter most to you and will help you acquire the degree of control you want over projects. Here are some noteworthy features from these project management platforms:Asana
- Calendar, list, and kanban views
- Internal chat area
- Task and sub-task creation
- Cloning of tasks and projects
- Organization by color
- Drag-and-drop task management
- Integrate time-tracking software
Trello
- Kanban view
- Chat directly within cards
- Use cards to create tasks or add checklists to individual cards
- Drag-and-drop organization
- Cloning of cards and lists
Wrike
- Table, list, and kanban board views
- Internal inbox for direct communications with team and clients
- List of personal tasks or access to full projects
- Set full timelines for each task
- Customize status of tasks
- Export lists and use as re-importable templates
Templatization for Improved Workflows
There are so many great things that come out of using project management tools for a web design workflow:- Centralization of communication, files, status updates, etc.
- Greater control over projects and all associated tasks
- Better adherence to schedules
- Improved communication with clients and teams
- More efficient collaboration
- Increased accountability from all involved parties
- More consistent and higher quality of results
- Automation of workflow
1. Create a New Board
In the top right corner, select “Create Board”.![1-Create Board](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/1-Create-Board.png)
2. Create Project Phases
This is what you will start with:![2. Trello Blank Slate](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/2.-Trello-Blank-Slate.png)
![3-Trello Phases](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/3-Trello-Phases.png)
3. Add Tasks to the Phases
In this next part, you can decide how broad or specific you want each task (or card) to be. For my own organization, I allocate one task to one card:![4-Trello Tasks](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/4-Trello-Tasks.png)
![5-Trello Checklist](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/5-Trello-Checklist.png)
4. Copy the Template
With your project folder, phases, and tasks all broken out, this template is now ready for you to use. To copy a project (board), click on “...Show Menu” in the top-right. Expand the “...More” option. Then, select “Copy Board”.![6-Copy Board](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/6-Copy-Board.png)
![7-Copy List](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/7-Copy-List.png)
![8-Copy Card](https://www.webdesignerdepot.com/cdn-origin/uploads/2018/09/8-Copy-Card.png)
Wrapping Up
If you’ve been using inefficient project management tools or have been relying on too many spreadsheets to keep everything in line until now, it’s time for a change. There’s so much you can do with the right project management tool, not to mention the time-saving and profit-boosting benefits that come from templatizing your process with them!Suzanne Scacca
Suzanne Scacca is a freelance writer by day, specializing in web design, marketing, and technology topics. By night, she writes about, well, pretty much the same thing, only those stories are set under strange and sometimes horrific circumstances.
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