Author Topic: Project Management Software  (Read 5231 times)

Offline etech0

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Re: Project Management Software
« Reply #30 on: October 12, 2015, 11:18:30 AM »
I just downloaded it, so i don't have any experience yet.
According to their website, they're working on Gmail integration.
It has dates, but I'm not sure about notifications.
Have you used workflowy? I'm wondering how they compare
Workflowy. You won't know what you're missing until you try it.

Offline AnonymousUser

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Re: Project Management Software
« Reply #31 on: October 12, 2015, 12:11:46 PM »
Have you used workflowy? I'm wondering how they compare
Nope. I checked it out last night because I saw your signature, but then i read somewhere that Moo.do is the same plus more features, so I downloaded that instead. One thing I noticed right away was that you can import from Workflowy and Wunderlist.
Honestly, I don't think either one is for me. I'm not a fan of the open writing style of the app. I've been using Wunderlist recently, but I'd really like something that's closer to GTD. I downloaded Tasks, which is supposed to be a clone of Astrid, but I haven't played around with it yet.

Offline etech0

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Re: Project Management Software
« Reply #32 on: October 12, 2015, 10:19:19 PM »
Nope. I checked it out last night because I saw your signature, but then i read somewhere that Moo.do is the same plus more features, so I downloaded that instead. One thing I noticed right away was that you can import from Workflowy and Wunderlist.
Honestly, I don't think either one is for me. I'm not a fan of the open writing style of the app. I've been using Wunderlist recently, but I'd really like something that's closer to GTD. I downloaded Tasks, which is supposed to be a clone of Astrid, but I haven't played around with it yet.
This thread has some interesting info about workflowy vs moo.do: http://www.outlinersoftware.com/topics/viewt/5565/

I like workflowy because it's really fast, and easy to make and organize clean looking outlines for projects (or for anything really). There are a number of ways you could mark tasks (like with tags for GTD). Another tip I came across (when googling, of course!) is to mark any action item with a *, and then add more stars for higher priority items. So if you want to see your tasks, you search for *, if the list is too long you add another one (**), etc, to narrow down what's most important.

Searching is real time, which is very cool.

BTW there are tons of articles out there where people explain how they use Workflowy in a way that works for them.

Workflowy has a lot of features that you wouldn't know about just from looking at it. Lots of keyboard shortcuts, and much more. I gained a lot from watching the Help videos they provide. (They are short and to the point, and workflowy even remembers which ones you've seen already).

Another nice thing is that every couple of days they email you with a new tip or two to help you get really into it. They also have a blog where they publish tips, and also showcase different use cases / methods of organization.

Workflowy is very simple, and lets you mold your system to suit your needs. This is something I really like, as I'm tired of fighting with programs to get them to do what I want.

All that said, there are two things I miss from Wunderlist (which is my most recent ex-task/project manager):
1) A dedicated inbox, with an easy way to drag things from it to where I want them,
and 2) Due dates of some sort

You can use tags to simulate due dates (
Code: [Select]
#recurring #monday, or even
Code: [Select]
#1012 for October 12), but then you have to remember to check those tags :).
http://blog.workflowy.com/2015/03/06/a-useful-hack-for-repeated-tasks-in-workflowy/

Until Workflowy introduces these two features, I'm not totally 100% sold on it. And I'll probably be checking out moo.do at some point, to see if it works for me.
Workflowy. You won't know what you're missing until you try it.

Offline aygart

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Re: Project Management Software
« Reply #33 on: October 29, 2015, 10:19:07 AM »
I am looking for a project management software which will work for a team of 2 or three people. I can either use a cloud based one or set up as a subdomain on my website. If anyone knows of a simple to use one which is free/cheap please let me know.

This is the way I would need to have it set up.

Each job has 4 steps-send for pricing, enter and compare pricing, close deal, enter into quickbooks. Some have due dates (especially renewals) some do not. I would need that once one step of a job is done it will automatically go to the next step so that we can view as a list of clients by which step they are at. I would want to be able to enter in a renewal date immediately upon their closing their original deal so that when it comes close to renewal it will automatically end up back at the top of the list.

Having a separate general todo list will be a help as help

If any of you know which one/s will work for this please let me know. Thanks!
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Offline Feivish

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Re: Project Management Software
« Reply #34 on: October 29, 2015, 10:30:30 AM »
I am looking for a project management software which will work for a team of 2 or three people. I can either use a cloud based one or set up as a subdomain on my website. If anyone knows of a simple to use one which is free/cheap please let me know.

This is the way I would need to have it set up.

Each job has 4 steps-send for pricing, enter and compare pricing, close deal, enter into quickbooks. Some have due dates (especially renewals) some do not. I would need that once one step of a job is done it will automatically go to the next step so that we can view as a list of clients by which step they are at. I would want to be able to enter in a renewal date immediately upon their closing their original deal so that when it comes close to renewal it will automatically end up back at the top of the list.

Having a separate general todo list will be a help as help

If any of you know which one/s will work for this please let me know. Thanks!
I suggest you take a look at Asana.

Offline etech0

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Re: Project Management Software
« Reply #35 on: October 29, 2015, 11:54:27 AM »
I suggest you take a look at Asana.
Asana can handle Stages like that?
Workflowy. You won't know what you're missing until you try it.

Offline etech0

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Re: Project Management Software
« Reply #36 on: October 29, 2015, 11:56:13 AM »
Someone once recommended Insightly to me - it sounds like it might work for you
https://www.insightly.com/features/project-management/

If you end up trying it I'd love to hear how it goes!
Workflowy. You won't know what you're missing until you try it.

Offline ryg

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Re: Project Management Software
« Reply #37 on: October 29, 2015, 12:21:03 PM »
I am looking for a project management software which will work for a team of 2 or three people. I can either use a cloud based one or set up as a subdomain on my website. If anyone knows of a simple to use one which is free/cheap please let me know.

This is the way I would need to have it set up.

Each job has 4 steps-send for pricing, enter and compare pricing, close deal, enter into quickbooks. Some have due dates (especially renewals) some do not. I would need that once one step of a job is done it will automatically go to the next step so that we can view as a list of clients by which step they are at. I would want to be able to enter in a renewal date immediately upon their closing their original deal so that when it comes close to renewal it will automatically end up back at the top of the list.

Having a separate general todo list will be a help as help

If any of you know which one/s will work for this please let me know. Thanks!

Asana is the way to go. PM me for more help/consult.

Offline aygart

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Re: Project Management Software
« Reply #38 on: November 03, 2015, 05:30:00 PM »
Thank you all for your help. It looks now like Trello has the best interface for us. Insightly only allows 2 users on the free plan and also limits items. Asana seems to not really be made to do what I need even though there are workarounds. We also like the way Trello shows as a list all of the items in each stage on one screen in a very intuitive way. Maybe the others can be customized to do the same but this does it well in by default and fulfills our needs.
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Offline etech0

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Re: Project Management Software
« Reply #39 on: November 03, 2015, 05:51:25 PM »
Thank you all for your help. It looks now like Trello has the best interface for us. Insightly only allows 2 users on the free plan and also limits items. Asana seems to not really be made to do what I need even though there are workarounds. We also like the way Trello shows as a list all of the items in each stage on one screen in a very intuitive way. Maybe the others can be customized to do the same but this does it well in by default and fulfills our needs.
Glad you got it figured out!
Workflowy. You won't know what you're missing until you try it.

Offline etech0

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Re: Project Management Software
« Reply #40 on: November 26, 2015, 07:43:12 PM »
I'm looking for a task manager that can handle two types of recurring tasks.

1) When I check off a weekly task, it becomes due a week after the original due date
and
2) When I check off a weekly task, it becomes due a week from today.

MS Outlook can handle both of those, but I'd prefer something else. Any ideas?

TIA
Workflowy. You won't know what you're missing until you try it.

Offline ryg

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Re: Project Management Software
« Reply #41 on: November 27, 2015, 01:00:23 AM »
asana is capable of both

Offline etech0

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Re: Project Management Software
« Reply #42 on: November 27, 2015, 11:39:24 AM »
asana is capable of both
Thanks, I'll take a look
Workflowy. You won't know what you're missing until you try it.

Offline etech0

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Re: Project Management Software
« Reply #43 on: December 09, 2015, 12:28:10 AM »
FWIW, the Wunderlist Windows 10 app seems to be much easier to use than the regular Windows app.
Workflowy. You won't know what you're missing until you try it.

Offline Denverite

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Re: Project Management Software
« Reply #44 on: December 09, 2015, 02:23:22 AM »