Divide and conquer: 14 free marketing project management services

When 5-10 people work on a project at the same time, it can be difficult to organize the process. Chains in e-mail are multiplying, but information still comes late, deadlines are burning, it takes a lot of time to discuss and agree. Sooner or later, each team begins to look for a way out of this situation. The simplest and most reliable task manager is a program that automates the lion’s share of organizational issues. But how to choose the right one, the one that fits perfectly into the working scheme and will really save time and not take it away? There are a lot of similar cloud services now. In this review, I decided to focus on those that will save both time and money.

Table of contents:

Trello

Online service for scheduling tasks and managing small projects. It is based on the Japanese Kanban system, migrated to the web from the manufacturing sector. Developers Trello managed to realize the main principle of the Japanese - "just in time." Service equally well solves the problem of project management and increase personal efficiency. The Trello Workspace is a system of boards, lists, and cards that helps you organize projects, ideas, and tasks.

Virtues

  • Multifunctional. Trello is a task manager, diary, forum for discussing ideas and an organizer for storing useful links, articles, images and videos.
  • Visibility. All project tasks are displayed on one board.
  • Simplicity. With an intuitive interface it is easy to figure out for yourself.
  • Ability to integrate with other services - Dropbox, Google Drive, Gmail, Evernote, Google Calendar, only about 30.
  • Flexibility. Each Trello card and the service itself is configured for specific tasks..
  • Desktop and mobile applications.
  • The number of projects and participants is unlimited.

disadvantages

  • Not suitable for complex projects that require great detail. The number of cards, lists and boards increases so much that it becomes difficult to navigate.
  • You need to spend time configuring and connecting third-party services for maximum efficiency.
  • There is no Gantt chart illustrating the project schedule.

Brief instruction

To work with the service you need to register (or connect using a Google account) and confirm the registration in the letter. Boards, lists and cards are created with one click - we drive in the name, press Enter. The most flexible element of the system is the card, it has the most settings. Boards and lists are mainly for structuring tasks.

Each card is one task to which the description (1), participants (2), multi-colored tags (3), check-list or to-do-list (4) are added, then deadline (5) is set and files are attached (6 ). Having finished work with a card or sheet, they need to be archived, and the board - to close. Almost all the actions in Trello can be done in several ways, the easiest way is using drug & drop.

Is free

In the basic version you can add an unlimited number of boards, lists, cards and participants. Integration with Google Drive and Dropbox is available, as well as 10 MB for storing files.

Charge

The two tariff plans - Business Class ($ 9.99 per user per month) and Enterprise (contract price) - 250 MB available for file storage, board collections, custom backgrounds and stickers, integration with Evernote, Github, Mailchimp, Salesforce and some other services, as well as increased security measures and priority technical support.

"Bitrix24"

By definition, the authors of the product, it is a social network for work. In fact, the functionality of the service goes far beyond the scope of the task manager, encompassing interaction with customers, time tracking and a dozen more business processes. But in this review we will not touch them and consider only those that help to effectively manage projects. For these purposes, Bitrix24 has the ability to add tasks, assign responsibility, set deadlines, lead discussions and track progress. And the functionality of social networks allows you to quickly share information and express your opinion.

Virtues

  • A lot of possibilities. "Bitrix24" - a full-fledged corporate portal.
  • Cloud file storage with version control. You can edit them directly in the system.
  • Built-in instant messenger and the ability to exchange messages without leaving the system.
  • Integration with other Bitrix products, including CRM and CMS.
  • Mobile and desktop versions.
  • Gantt chart.

disadvantages

  • Complex and overloaded interface. To use the capabilities of the service at full capacity, you will have to study it for a long time.
  • Not too agile technical support.
  • You need to spend a lot of time to fully customize the system to the needs of your team.
  • Buzz takes up most of the working space, which could be used more efficiently.

Brief instruction

By "Bitrix24" you can write a full user manual pages on 100, so now briefly go through the basic functions. Registration in the service takes just a couple of minutes. The main page of the portal is "Buzz" with a vertical menu on the left and several information blocks on the right - "Upcoming events", "My tasks" and others. You can create a new group, task, event or invite an employee using the "Add" button in the upper left corner. Within different groups it is convenient to work on individual projects, gathering employees, files and information there.

In the form that opens, you need to enter a title (1) and a description. You can attach a checklist (3) to track progress. Files (2) are downloaded in several ways: from a computer using Drag'n'drop (4), from the Bitrix24 cloud storage (5), from Google Drive and Dropbox virtual disks (6) or created in MS Office applications (7 ). In order for an employee to receive a notification about a new task, it must be added to it, having been appointed responsible (8), an observer, or a collaborator. If it is urgent, it is better to set the deadline (9). You can set a task using the button (10) or the ctrl + enter key combination. For the discussion of projects using the functionality of social networks - comments and likes.

Is free

The tariff "Project" includes 12 business users and 5 GB of space on a virtual disk. Most of the features of the paid versions are available (telephony, chat and video calls between employees, CRM and others), but they are slightly curtailed.

Charge

Paid tariffs 3 - "Project +" (990 rubles / month), "Team" (5490 rubles / month) and "Company" (10 990 rubles / month). Their owners have access to the functions "business processes", "time tracking", "meetings and meetings", advanced options from the base rate and some additional settings.

Worksection

Worksection is another convenient and visual online service for team work on projects. In addition to the task manager, partially performs the functions of CRM. From the standard set of options - projects and tasks, notifications and reminders, comments and a visual display of progress as a percentage. Acquaintance with the service begins with a small excursion on the main functions, which allows you to quickly get involved in the work.

Virtues

  • Dashboard. Visual reflection of the current status of all projects on one screen.
  • Simple and accessible interface.
  • Hotkeys.
  • Mobile app.
  • The number of users is not limited.
  • Cloud file storage.
  • Regular updates.
  • Access configuration.
  • In one account, you can conduct projects for several companies.
  • Integration with Google services - "Disk", "Documents" and "Calendar".

disadvantages

  • There is no possibility to add a call, appointment or other event to the calendar, only tasks.
  • Many of the necessary functions (for example, the Gantt chart) are not available in the free version.
  • Inconvenient search.
  • Tangled top menu.

Brief instruction

Tasks are set only within projects. To create a new one, click on the button on the main page or in the "Projects" section. At the same time, a form immediately pops up offering to invite new users to the service. On the page that opens, you need to fill in the data on the project - the name (1) and description. You can attach documents and files (2) or create them (3). These buttons open in a new tab Google Docs or Google Spreadsheets. Next, you need to establish a time frame (4) and predict costs (5), and then appoint a manager (6) and responsible (7).

After we click the "Create a project" button, Worksection invites us to add a new task. This process is almost similar to the creation of a project - the name, description, files, responsible, calculation of costs and deadlines. But there are some differences - tasks can be set priorities (1) and hang tags (2), as well as set a tighter deadline - a specific time by which the task should be completed.

Is free

The functionality of this tariff is rather scarce, although not limited in time and number of users. At the same time, only 2 projects can be maintained, and the file storage capacity is only 0.1 GB. A calendar is also available.

Charge

Tariffs 4 - from 9 to 99 dollars per month. Depending on the version chosen, a timer, a Gantt chart, financial accounting, SSL encryption, FTP storage and data backup are added to the functionality.

Asana

English language service for collaborative task management. From the usual functionality in the arsenal of Asana there are projects, tasks and subtasks. However, the creators of the task manager in terms of detail went even further - in one project, you can divide tasks into subsections - sections. And due to the fact that tasks move freely from one section to another, it is convenient to use a scheme: to do - doing - done. When there are too many completed tasks and projects, you can send them to the archive. Deadlines and tags are set for each item, you can like, write comments and add subtasks (they are often used as a check-list or to-do list). If there are a lot of employees, and projects and tasks are diverse, it is better to divide them into work areas so as not to be confused and clutter up the workspace. For this, Asana has an element Worksection.

Virtues

  • Flexible multi-level structure is well suited for projects requiring detail.
  • Intuitive interface.
  • Dashboard clearly illustrates the progress of all projects within a single workspace.
  • Hotkeys.
  • Convenient search.
  • Instant synchronization across devices.
  • Integration with Dropbox and Google Drive.
  • Cloud storage.

disadvantages

  • No gantt chart.
  • You can not track progress in percent.
  • There is no Russian version.
  • There is no built-in messenger and file sharing.

Brief instruction

A new project is created by one click on the "+" icon opposite the Projects menu item (1). In the form you need to drive in the name (2) and select access - public, private or private for the group (3). The latter option is available only at a paid rate. If you switch to another tab (4), you can select a template ("introductory", "editorial calendar", "bug tracking", "recruitment", etc.), but most of them are also available only in the paid version. Deadline for the entire project is set in the Progress tab (the top menu under the project name).

When you click on the Add Task button (1) on the right, a new task form opens. In it you need to enter the name (2) and description (if in this field you write the name of another task, project or user after @, the active link will appear) (3). Next, you can assign responsible (4), set deadline (5), put Like (6) and tags (7), create subtasks (8) and attach files (9). Subtasks are displayed in the form of a check-list, for each item, it is also possible to set the executor, the deadline and leave a comment (10). Save the task is not necessary, you just need to close the form.

Is free

In the starting version, you can create an unlimited number of workspaces, but no more than 15 users can work in each of them. Available calendar, cloud storage, all the basic tools for working with projects and tasks, and some reports.

Charge

Price Asana Premium depends on the number of users - from 5 to 10 dollars per person per month. In the paid mode, more reports are available, an unlimited number of projects per Dashboard, the ability to create private team projects and select any templates for them.

Wrike

The online environment for working interaction, outwardly reminiscent of the service Asana - the same gray sidebar. However, the principle of work organization and functionality is slightly different. The main actions in Wrike are implemented using folders, projects and tasks. The latter can be grouped into folders and projects, set deadlines and priorities, comment and assign artists. To keep track of the latest changes in all projects there is a news feed. Basic functionality is quite enough for the coordinated work of a small team, but many useful features will not be available.

Virtues

  • Mobile app.
  • Easily adapts to the individual needs of any team.
  • You can create a separate workspace for each department.
  • Integration with Google Drive, Dropbox, Box, Zapier and Chrome extension.
  • File version control. When editing in MS Word or Excel, the document does not need to be saved to a computer and downloaded by a new one - the updated version will immediately appear in the Wrike task.
  • Suitable for complex projects - you can create a hierarchy with many levels.
  • Grouping users.
  • There is a cloud storage, 2 GB - for free.
  • Simple interface.
  • Repeating tasks.

disadvantages

  • Many useful tools are not available in the free version.
  • At the big specification of projects navigation becomes difficult, and there is a confusion.
  • No offline mode.

Brief instruction

Wrike interface is extremely simple. The small sidebar contains all the available tools. The "Inbox" page (1) displays messages about new tasks assigned to the user, "My Work" (2) - current tasks (on the main screen - for today, on the right - for this and the next week). "Taskbar" (3) is a customizable tool, available only at paid rates (there you can display all the information you need to keep track of on one screen). In the "News feed" (4) the latest changes and comments are displayed, and the "Projects" item (5) shows all the tasks in one folder, clicking on the "+" icon opens the new project form. Below are the created folders and projects.

To create a new task, click on the appropriate field (1), enter a name and press Enter. Clicking on the line opens the form in which you can specify the details - add the executor (2), change the status (3), set the date (4) and access rights (5), attach files (6), enter the description (7) and leave a comment (eight). When creating a new folder, the details are less - only the name, description, files and access.

Is free

The basic functionality of Wrike is very limited. 5 users can work in the same space. Folders, projects, tasks and comments are available, as well as mobile applications, guest users and 2 GB of cloud storage.

Charge

There are 3 tariffs - Professional ($ 49 per month), Business ($ 124 per month) and Enterprise (price is negotiable). Depending on the subscription chosen, the Gantt chart, subtasks, up to 100 GB of cloud storage, reports, time tracking, common taskbars, access control for user groups and additional security measures will be available.

"PlanFix"

Teamwork management system. According to the developers, it is equally well suited for any projects - from large business to a group of freelancers. Perhaps this is true. When you first enter the program, your eyes run up a bit - the functionality is huge, you do not know where to start setting up the system. However, after optimizing the service for the needs of the team, everything should fall into place, and the extra tools should be eliminated. For teamwork, PlanFix has quite familiar tools - projects, tasks and subtasks, and for even more detail, checklists. One of the non-standard entities is action. Using them, comments are added to the tasks, the date, status, performer, etc. are changed.

Virtues

  • Flexibility. The system is customized to the needs of any business - from a small marketing agency to a large manufacturing corporation.
  • Good tech support. Employees respond quickly to queries and troubleshoot.
  • Integration with Yandex.Mail, Telegram, Google Drive, Dropbox, MS Office, Gmail and several more services.
  • Convenient interaction with partners: personal accounts, the ability to attach a client to the project and set up notifications.
  • Cloud storage.
  • A large number of filters, the ability to create your own.
  • Analogue of the kanban board, on which custom schedulers are located - tools that display the tasks you need on one screen.
  • Convenient status system for tasks.

disadvantages

  • Free fare available only for small teams up to 5 people.
  • No messaging.
  • It takes a lot of time to initialize the service and enter each new employee into it.
  • No mobile app.
  • Complex interface. To use all the features of PlanFix, you need to spend time studying leadership and case studies.

Brief instruction

In order to thoroughly understand the system, you should read the manual and knowledge base on the official website. Here I will consider only some features of work with projects and tasks. There are a few more fields for filling and details in the forms than in other services; moreover, you can add your own even at a free rate, if necessary. To do this, go to the "Account Management" (1). To create a new task, go to the project (2) or the corresponding section of the main menu (3).

The form contains detailed information about the task. First you need to select a template (1), a director (2) and add a contractor (3), that is, a client to which this task relates. Then the project (4) and the super-task (5), if any, are indicated. Next come the standard fields - title (6), description (7), timeline (8) and performers (9). For each task, you can assign an auditor (10) - an employee who will monitor the progress of work. The additional parameters indicate the process (11) (task life cycle), status (12), urgency (13), you can add collaborators (14) and note some more details (15). Finally, we attach files (16), checklists (17) and analytics (18) (another useful entity that is created through "account management"). Reminders (19) and repetition of tasks (20) are also configured here.

Is free

The first 30 days in the "PlanFix" available all the functionality without restrictions. Further, the base rate in one account can work 5 employees and no guest user. 1 GB available in cloud storage. Restrictions affect almost all tools and entities - up to 10 projects, up to 1000 contacts (clients), up to 12 reports, etc. No export to Google Calendar, corporate email addresses, templates for exporting data to Excel, integration with VK and Facebook, and also automatic backup data.

Charge

All the limitations of the basic subscription fall after the transition to any paid rate. Their 5 - "Team", "Community", "Studio", "Company" and "Corporation". The cost depends on the number of employees, external users and the size of the cloud storage - from 10 to 99 euros per month.

Teamer

Perhaps the most basic web service for organizing work on Internet projects. A simple minimalistic and even ascetic design, a minimum of functionality - nothing superfluous. To manage team work in Teamer 3 entities - projects, folders and tasks. Each subsequent one is embedded in the previous one, with the help of folders the detailing is carried out - tasks in projects can be grouped according to the necessary features. Teamer is more suitable for very small teams that do not need a lot of functionality.

Virtues

  • Simple and intuitive interface. In order to deal with all the functions of the service, it takes no more than 10 minutes.
  • It is possible to leave comments to tasks and attach files.
  • Reminders to email, in ICQ and Jabber.
  • Cloud storage.
  • The number of users at the free rate is not limited.
  • It is possible to take a look at the scope of work with one glance (the “Who is to blame?” Section), set priorities, and also simple filters for sorting tasks.

disadvantages

  • Very modest functionality. The service lacks many useful features.
  • No integration with Google Drive, Dropbox and other cloud services. You can download the file only from the computer.
  • There is no possibility to view the latest changes and comments on all tasks.
  • No Gantt chart, some semblance of this tool - the section "Who is to blame?", But it is much less functional.
  • No subtasks, to-do lists and checklists.
  • Unable to track progress as a percentage.

Brief instruction

The service interface is so simple that even the one who first appeared on a similar site will deal with it. Immediately after registration, Teamer offers to create a new project. If there is already something in work, you can find this button in the block on the right. To add a new task, you need to click the green plus next to the project name. A simple form will appear. First you need to choose what we are creating - a folder, note or task (1), then enter a name (2) and a description (3). In the field "The essence of the task", as well as in the notes and comments, some HTML tags work to format the text, you can also insert a video from YouTube. Next you need to select the priority of the task (4) and assign the performer (5). In order for the username to appear in this box, and you can put a check mark, you must first invite it by email through the "Who's here?" Section, then add to the similar fields of the project to which the task relates, and folders (if any). This is not very convenient, but otherwise you will not see the right person. Finally, we set the start date and deadline (6). There is no possibility to attach the file at this stage; this is done later through comments.

Sections "Who is to blame?" and "Where is everyone?" even easier. In the first, all tasks and the time allotted for their execution are displayed in a fairly visual form. The last column shows deadlines. Using filters you can sort them by projects and performers. On the page "Where is everyone?" All team members and a form for inviting a new member are displayed.

Is free

In the online version of the service there are no paid tariffs, all functionality is freely available for an unlimited number of users.

Charge

Since Teamer does not have backup data and additional security tools, it is sometimes advisable to keep everything on your server. There is such an opportunity, but it is paid - 30 000 rubles. for a license for a year for 10 users, each new member - 500 rubles.

Flowlu

Developers are positioning their product as a service for integrated business management. Indeed, Flowlu is more than a task manager. There is a good implementation of CRM functionality, it is possible to manage a team, track expenses and profits, issue invoices and accept payments. The system is quite flexible, with proper configuration, you can collect all the work in it, and do not constantly switch between different services. For detailing, Flowlu has several levels - all business processes are divided into work areas, within which projects consisting of stages are created. Tasks are added to the project, and checklists are added to them. The logic of the service is quite complicated, but once you understand it, you understand how everything is actually convenient. For example, tasks are set not only within the framework of the project - you can schedule a meeting, a call or any other matter in the Unified Task Management Center.

Virtues

  • Visual Dashboard.
  • Project boards. With their help, templates for typical works are created, on one board all projects that are now in work are displayed, each at its own stage.
  • Flexibility - easily adapts to the needs of a particular company.
  • A single task management center is a screen that displays what needs to be done and when. You can filter by project or other criteria.
  • Group chat.
  • Data backup, round-the-clock backups.
  • Message exchange.
  • Cloud storage.
  • Intuitive interface.

disadvantages

  • The functionality of the basic version is very limited - many useful tools are not available.
  • Up to 3 users can work at a free rate.
  • No mobile app.
  • There are no repetitive tasks, but developers promise to add this tool in the near future.
  • No integration with Google Drive and other cloud storage. Files are downloaded from the computer.

Brief instruction

At first glance, the interface Flowlu looks quite difficult. To switch between groups of tools - side menu. This is the only part that remains unchanged on all pages. Some menu items are divided into sub-items - when you click on "Projects", the list is expanded - "Projects", "Project Board", "Managers" (sorting projects by employee) and "Archive". Using the large green button in the upper left corner you can create a project, task, deal, contact, company or new member. When registering, each user is invited to choose the main desktop - "Sales", "Projects and Tasks" or "CEO". The image below shows Dashboard Projects & Tasks. At the top of the screen is statistics, next to the left of the task, and to the right is a list of all projects in work.

In addition to the relevant sections and a large green button, you can create a new task or project on the workspace page. In the form of a task, there are few fields - name, description, performer, date of commencement of work, deadline and estimated time costs. You can also attach files, create a checklist and link a new item to a client (contact from CRM), a workspace or a project. The process of creating the latter is more detailed. Enter the name (1) and description (2), set the priority (3) and select the workspace (4), if necessary. In the type of project column, you can select a template if you previously created project boards. Next, set the time frame, set the budget and enter information about the client. All this will be displayed in the project card, and in the block on the right, in addition to the responsible person’s avatar, there are buttons for adding a call, meeting, or email. Scheduled cases appear in the list below.

Is free

At the base rate, 3 users can work - add projects (only 20 at a time), tasks, work areas (2 in total) and project boards (also 2), store files (1 GB), use chat and web forms to create transactions, conduct 20 customers in CRM and billing.

Charge

There are 3 tariffs available - "Initial" (1,400 rubles per month for 10 users), "Standard" (2,400 rubles for 25 users) and "Profi" (4,900 rubles for 100 employees). The maximum amount of cloud storage is 20 GB. Also in paid tariffs, checklists are available in tasks, a time tracker, a calculation of costs in projects, a Gantt chart and several useful reports (on working time, expenses and income, cash flow, etc.)

Neaktor

One of the youngest task management and internal communications services released by Belarusian developers in 2015. The interface and the logic of the system are a bit confusing, it is more suitable for large companies with complex business processes than for teams of several people. Copes with the organization of work on the same type of tasks. Before creating the first task in a new project, you need to set up business process models. The system is really very flexible - changing the fields, forms and their location on the page. But to deal with all the functionality will take time. In addition to working on projects and tasks, Neaktor provides tools for employee accounting, reporting and analytics, customer management and communication with them. The service can be used as a corporate portal, a database of goods or contracts and a personal diary.

Virtues

  • Flexibility. Neaktor adapts to any business.
  • In the free tariff there are no restrictions on the number of tasks and projects.
  • Gantt chart for tasks and subtasks.
  • Personal scheduler.
  • Personal dashboard.
  • Search, filters, reminders and notifications.
  • Cloud storage.
  • Backup data.
  • Access control.
  • Setting priorities and delegating tasks.
  • Functional for managing business processes - life cycle and business rules. Visual modeling.
  • You can add your own information fields to the task card.
  • Mobile applications.

disadvantages

  • In projects there is no assessment of costs and the ability to track progress in percent.
  • Not quite convenient visual display of information - in the task list and subtasks are displayed on the same level, you can only evaluate the submission and the order of work on the Gantt chart.
  • When you start working with the system, you need to spend time setting it up so that everything is comfortable and in its place.

Brief instruction

Most of the features of Neaktor are realized through tasks. In addition to the usual successive stages of work, projects can keep track of customers, transactions and products (new task - a new customer). Thanks to customize card fields, this is quite convenient. Navigation is simple, in most sections there is a general horizontal menu and filters, on the project page and in the calendar - also vertical. Personal dashboard opens with a blue button in the upper left corner (1). Horizontal menu: "Tasks" that are not related to projects (2), "Projects" (3), button "Create" project, quick task, reminder or new user (4), "Employees" - a list of all users and the structure of departments (5), Calendar (6) and Reminders (7). In the vertical menu - "All projects" (8), "All tasks of active projects" (9), and icons of recently viewed projects (10).

The process of creating a new task is simple. You need to enter a name (1), select a model (2), set a start date and deadline (3), define a priority (4) and a contractor (6), set tags (5), add a detailed description (7). Only here, depending on the model created earlier, the task card may look completely different. When creating a project, you can choose one of the existing templates - Customer Accounting, Reconciliation, Tasks for a Department, Resume Database, and others - or save the project without a template. In the first case, you will already have typical task models - customer or employee cards, etc. In a project without a template, you will first need to simulate a business process, determine the rules by which the task will be executed and the fields that the form will consist of.

Is free

In the starter version up to 7 users can work. The maximum amount of cloud storage is 1 GB. Available basic functionality for working on projects, tasks and subtasks - business process models, Gantt chart and project templates.

Charge

Tariffs - "Team" (1950 rubles per month) and "Growing business" (3250 rubles per month) differ in the number of users and the place on the disk. The rest of the functionality is the same and without restrictions. After payment becomes available corporate chat, news feed and additional reporting and analytics tools.

PTYSH

The project and task management system, originally sharpened for Internet projects. There is a specialized functionality for web and seo studios - checklists and task templates for seo optimization, copywriting, contextual RK, etc. However, the service is still not fully developed, some features do not work as we would like therefore studios are not in a hurry to switch to PTYSH. For myself, noted that the pages are loading slower than in other similar systems. But the developers are constantly improving their product and promise to soon fix all the errors. Otherwise, everything is standard - projects and tasks that are divided into groups: without a project, marketing, programming and SEO-promotion. With the addition of new projects they are displayed on the page in the same sections. If you uncheck the box "Show scripts for web studios" in the account settings, PTYSH becomes a universal service and is suitable for any business.

Virtues

  • Simple interface.
  • Special functionality to work on marketing and Internet projects.
  • Scenarios of tasks.
  • The paid rate is one for all and does not depend on the number of users.
  • At a free rate, you can maintain an unlimited number of projects and tasks.
  • There is a mobile client.
  • There are search and filters, comments to the tasks.
  • Data backup and access setup.
  • Evaluation and cost accounting for customers.
  • Guest users.

disadvantages

  • Attached files are added from a computer or via a link to virtual disks, there is no direct synchronization.
  • No own cloud storage.
  • Many important tools are missing - Dashboards, messaging, calendars and schedules, Gantt chart, statistics, etc.

Brief instruction

All navigation is carried out through the vertical menu, which is called by clicking on the button (1). Events are a tape of recent changes, projects are a screen with active projects and 4 groups for sorting tasks, with the items “I have assigned” and “I am performing” everything is clear, the drafts contain tasks that have been created and not saved. In order not to lose the most important, elements can be added to favorites. There are also sections "Employees" (list and form for inviting new ones) and "Clients" (for maintaining the database).

Tasks are created using the button in the lower right corner (1) (it is on all pages). First, the form contains standard fields - name (2), deadline (3), priority (4) and executors (5), then you need to select the project to which the task (6) belongs, but you can leave this field empty. Next come the scripts (7), which are precisely designed for Internet projects. The next block (8) depends on the chosen scenario (if it is not selected, then these columns will not be). As can be seen in the screenshot, for the copywriting task, we are offered to indicate the topic, the type of text, the sources, the number of characters, the required uniqueness and keywords. If we select the Contextual Advertising scenario, we will have to specify the region of promotion, keywords, the time when requests will be displayed in the TOP and the wishes of the client. After this block, the following fields are common for all tasks: cost per project and per hour (9), access setting (10), description (11) and attachments (12). In order for the changes to be saved and the task to appear in active, you need to click the button (13).

Is free

The basic version is available all the functionality of the service for a team of 3 people.

Charge

The flat rate (990 rubles per month) does not depend on the number of employees. No need to pay extra for new users.

Gantter

Web-based project management tool. Significantly different from the services discussed earlier, at least in that there is no list of all projects. Каждый открывается в новой вкладке и сохраняется на Google Диске. Детали проекта настраиваются в окне, которое открывается при клике на названии. Интерфейс Gantter чем-то напоминает Google Docs и MS Project. Как бы там ни было, Gantter мало предназначен для командной работы, скорее для планирования и контроля.

Virtues

  • Simplicity.Gantter is not overloaded with unnecessary functionality.
  • Integration with Google services, File Central SmartDrive and MS Project.
  • An unlimited number of users can work in the system for free.
  • No paid rates.
  • Charts are automatically saved to Google Drive.
  • Project templates speed up the process of creating a schedule.
  • Gantt chart.
  • A desktop version in which you can work offline.
  • The graph displays the percent complete.

disadvantages

  • There is no opportunity to make an appointment, track time spent and calculate wages.
  • Many teamwork tools are missing - task delegation, comments, file and messaging, reports, notifications, etc.
  • No attached files.
  • The interface, although it looks simple, is pretty confusing.

Brief instruction

The first time you log in to Gantter, a new project is created, which is saved on Google Drive (1). You can also connect autosave (2). First of all, click on the name (3) and in the opened window fill in the project properties. The horizontal menu resembles Google Docs, and in the vertical you can add resources, risks, calendars and tasks to a project. These sections look like tables, only the number and contents of the columns differ. On the task tab, half of the window is occupied by a Gantt chart, on other pages it is not. The displayed columns can be adjusted through the menu item "View" (4). To create a new task, you need to click on the free line and enter the name. In other columns, you need to set the duration, start time, deadline, percent complete, and other parameters. Dates can be adjusted on the Gantt chart, and there is a “Predecessors” column for setting the relationships between tasks. In the column set the number of the task that needs to be performed earlier; on the graph, these links are indicated by arrows. You can open the window for all task parameters by clicking on the extreme right icon on the toolbar (5).

Is free

An unlimited number of users can use all the functionality of Gantter for free.

Charge

There are no paid rates.

Process street

Service for team work on projects, business process management and control over the timely execution of tasks. Suitable for a large company and a small group of freelancers. In the first case, you can create a separate space for each department, in the second - to collect all the specialists in one. The system is quite flexible, adapts to any field of activity, whether it be marketing, sales or personnel management. Ideal fit into the working scheme, where day after day you need to perform the same type of projects and tasks. For these purposes, there are templates in Process Street - you can create your own or use ready-made ones.

Virtues

  • At a free rate, the number of users is unlimited.
  • Integration with Zapier, Gmail, Google Drive, MS Office and other services and applications.
  • Dashboard.
  • You can attach text documents, spreadsheets, images, video and audio files to tasks.
  • Customizable task cards - depending on the workflow, you can add the necessary fields: checklists, forms and media files. All this allows you to maximize the task.
  • There are notifications, comments, filters and search.
  • It is possible to delegate tasks, add guest users and configure access.
  • Project templates for quickly creating and managing processes of the same type.
  • Ready-made templates for marketing projects. For example, the checklist "Content Promotion" contains items-tasks "share in social networks", "make distribution by email", "publish in thematic groups and forums", etc.

disadvantages

  • There is no Russian version.
  • There is no possibility to filter tasks by dates and performers.
  • There is no functionality that allows you to see progress on all active projects on one screen.
  • To work with ready-made templates was convenient, they will first have to translate into Russian.
  • Not quite clear interface.

Brief instruction

All work in Process Street is built around templates. For convenience, they can be divided into folders by projects, performers or another attribute. The most convenient way to use this service is to work with processes of the same type. You can create a template, set a repeating sequence of actions in it, and then simply create new checklists (read projects), and send the completed ones to the archive.

For example, if your team is engaged in setting up contextual advertising, you only need to create a template once, which will contain a detailed sequence of actions in the form of tasks. For each task you need to add the appropriate fields - a button to download a file with ready-made ads and requests, a checklist or a detailed instruction with screenshots for the artist so that he does not forget anything, etc. An example of such a template is shown in the image below. To set up tasks, use the side menu on the right - add a text description (1) and files (2), insert fields, buttons (3), checklists (4) and the form to send an email (5).

After detailed template settings, you will simply need to create new checklists for a specific customer. For each set performers and deadline. You can track progress in the corresponding section, and there you can filter projects by status (active, completed and archived) (1), export all information to CSV (2) and customize displayed fields (3).

Is free

The base rate is available for unlimited users and guests. At the same time, you can maintain 5 active projects on 5 templates. The free version integrates with Google services, Zapier and Yammer.

Charge

The number of users, templates and projects on both tariffs is unlimited. The business version will cost $ 12.50 per person per month, the "Enterprise" tariff is $ 52.50. They have more responsive technical support from the free service, in the future the developers promise to add functionality - reports, integration with different services and CRM- system, etc.

Onesoft Connect

Flexible service for business process management. It can be used as a task manager, CRM system, for working with assets, risks and personnel. The developers claim that Onesoft Connect has a simple and intuitive interface, although in my opinion, it is more complicated and confusing than other services. For each type of objects (items) - projects, employees, clients, etc. - separate lists are created. For project management there is a Projects tab. You can add tasks (tasks), events (activities) and notes (notes) to objects in this section, as well as upload files and establish connections with other objects - employees, clients, projects, etc.

Virtues

  • Multifunctional.
  • Integration with Google Drive, MS Office 365, SAP, SharePoint, etc.
  • Cloud storage.
  • It is possible to establish relationships between different categories of objects and generate statistics based on them.
  • Convenient display of tasks in To Do - Doing - Today Done format.
  • Additional fields can be added to the project description (Details tab), including checklists.

disadvantages

  • There is no Russian version.
  • Complicated tangled interface.
  • There are not some tools needed for project management, like a Gantt chart or tracking progress as a percentage.

Brief instruction

The functionality of Onesoft Connect goes far beyond the task manager, but in this review we will not consider all the options and features. Let us dwell only on those who help manage projects. For this there is a special tab - Projects. Clicking on the Add new Project button in the upper right corner opens a form for creating a new project. First we are invited to fill in the details. There are quite a lot of fields, but you can remove them, and if necessary, add new ones. Fill out the description (1) and the purpose of the project (2), set the deadline (3) and performers (4). To connect the fields for other data, you need to click on the blue plus sign at the bottom. Other tabs show uploaded files (Attachments), links to other objects (Connections), events (Activities), tasks (Tasks) and notes (Notes). You can create a new task by clicking the yellow button next to the project name (5), the other two are used to add events and notes.

When a new task is added, a pop-up window with two fields pops up - the name and description, and the person in charge should be assigned there. After you enter this data and click Continue, an extended form opens where you can specify other parameters - deadline (1), status (2) (it defines the task position on the Tasks tab - To Do, Doing or Done) and tags (3), as well as attach files (4) and add those who will track the execution of the task (5).

Is free

In the basic version of the service can use a team of up to 3 people. 8 lists and 100 MB of cloud storage are available. The free tariff does not provide for integration with other services and additional space for data storage.

Charge

The choice of 2 tariffs - Team ($ 6 per person per month) and Company ($ 11 per person per month). They differ in the number of users (49 and 1000), the size of the virtual disk (2 GB and 10 GB) and the number of lists (15 and 30). Integration with other applications is available only at the maximum rate.

Slack

This is not a task manager, but he also helps to work more efficiently. Slack is a corporate online messenger that, if properly used, will replace mail, skype and other means of communication. And setting alerts from other services and applications will make it the focal point of your creative thought. In addition to group chats, which are created for each department, project or topic, there is personal correspondence and file sharing. And in your private channel, you can keep records, plan cases or store links and files.

Virtues

  • Convenient search by posts.
  • Guest users and setting permissions.
  • It works on all operating systems, there are mobile applications and desktop versions.
  • Customizable alert system.
  • Integration with more than 100 services and applications, including popular project management systems - Trello, Asana, JIRA, Wunderlist, Todoist, Worksection, and others.
  • You can create channels that will receive messages from robots - about errors on the site, new reviews in the Play Market, etc.

disadvantages

  • No video calling and sending SMS.
  • There is no Russian version.
  • At the free rate only 10 integrations are available and search by the last 10,000 messages.

Brief instruction

The interface is quite simple, you can understand even without much knowledge of English, but it will take more time. Immediately after registration, 2 channels are automatically created - #general for important messages that all team members should read, and #random for not very important ones. Other conversations can be added by clicking on the plus sign next to the channel list. In a simple form, you need to choose the type - private or public (1), enter the name in lowercase Latin letters (2) and a brief description (3), invite participants (4).

At the beginning of each channel there are links for integration with other services (1) and adding new members (2). All active channels are displayed in the sidebar. There is also a list of users with whom you can conduct personal correspondence. When you click on the asterisk in the upper right corner (3), messages added to your favorites are opened (you can do this by pressing the asterisk to the right of the message - 4). To mention a user or channel, the characters @ and # are used. In this case, the user will receive a notification and will not miss an important message.

Is free

The basic version is available for unlimited users. The archive contains 10,000 messages, you can connect up to 10 third-party services for receiving notifications and setting tasks. Cloud storage capacity - 5 GB.

Charge

Tariffs - Standart ($ 6.67 per month per user) and Plus ($ 12.50 per month per user) do not depend on the number of team members. Both have an unlimited number of archived messages and integrations with other services. The volume of the virtual disk is 10 GB in the Standart package and 20 GB in Plus. In addition, in the paid versions additional security guarantees are provided and priority technical support is provided.

Conclusion

In fact, there are much more services for managing projects and improving teamwork. If I had set out to consider them all, you would hardly ever read this review to the end. When selecting "test subjects" I used 2 criteria - browser versions and full free rates. What system to choose? It depends on the specific team and its tasks. Services are similar in many respects, but each has nuances that can facilitate or, on the contrary, complicate the work. Lonely freelancers will be quite simple logic and a small functional Trello, and teams with large-scale complex projects are more likely to come to monsters such as Bitrix24 or Flowlu.

Watch the video: How To Budget And Save Money. Money Management Tips (December 2019).

Loading...

Leave Your Comment