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DansDeals Forum => Tech Talk => Topic started by: Medic97 on October 26, 2014, 11:12:16 PM

Title: Project Management Software
Post by: Medic97 on October 26, 2014, 11:12:16 PM
Looking for recommendations on a good project management tool. My needs are as follows.

must have unlimited projects.
Assign tasks to teams and/or individuates with deadlines and means of progress reports and follow up.
Have spaces for discussing ideas.
Admin role wherein I can control who see's what and whether they can edit or not.
File sharing. Preferably integrates with skydrive or is hosted on the site.
outlook integration.

I am coming to terms with the fact that no one offers collaborative document editing like Google.

Thanks in advance for your feedback. Please include why you chose the specific tool.
Title: Re: Project Management Software
Post by: etech0 on October 26, 2014, 11:14:19 PM
I like Asana. But I don't use all the features on your list, so not sure if it'll work for you.
Title: Re: Project Management Software
Post by: lubaby on October 26, 2014, 11:23:10 PM
Used this at my last job and was very happy.
Not sure about Outlook integration.

https://www.atlassian.com/software/jira
Title: Re: Project Management Software
Post by: claker on October 27, 2014, 12:33:13 AM
I like Asana. But I don't use all the features on your list, so not sure if it'll work for you.
+1

Using Asana for a few years now and very happy. I believe it does everything you listed. It integrates with dropbox for file sharing. Also integrates with Harvest for time tracking if that's something you need.
Title: Re: Project Management Software
Post by: etech0 on October 27, 2014, 12:36:47 AM
Someone I know uses/used Insightly, which supposedly integrates with google apps.
Title: Re: Project Management Software
Post by: Medic97 on October 27, 2014, 12:51:53 AM
We don't use Google...
Claker, are you an Admin rule out a user? I am concerned about security amongths projects. I need to be able to control who sees what.
Title: Re: Project Management Software
Post by: etech0 on October 27, 2014, 12:53:16 AM
We don't use Google...
Claker, are you an Admin rule out a user? I am concerned about security amongths projects. I need to be able to control who sees what.
I'm an admin and am pretty sure that you can assign which user can see which projects. But ask someone with more experience - I've been using asana where everyone involved can see everything.
Title: Re: Project Management Software
Post by: Medic97 on October 27, 2014, 12:55:31 AM
I'm an admin and am pretty sure that you can assign which user can see which projects. But ask someone with more experience - I've been using asana where everyone involved can see everything.
has it improved your work flow?
We seem to have trouble finishing projects we start and I'm hoping to streamline and organize the operations using this tool.
Title: Re: Project Management Software
Post by: etech0 on October 27, 2014, 01:00:41 AM
has it improved your work flow?
We seem to have trouble finishing projects we start and I'm hoping to streamline and organize the operations using this tool.
Very much!!

it's much easier to keep each project/task's discussion in place, and assign tasks to different users. Much more organized than endless email threads.
The one hurdle I've had so far is getting users to keep checking asana for new tasks/updates. They will officially email you (if you desire) but for some reason (haven't looked into it) the emails haven't been so consistent.

The way I do it is I keep a pinned Firefox browser tab pointed at my "inbox" within Asana's web app. Asana's inbox is where you get notified re: any update/new task / comment for any project you're included in. Whenever something happens, the pinned tab lights up so I know to go check it.

Of course, if these are your employees, you can just require them to keep checking asana, and hope it works. :)

Good luck! I'm curious to know what app you end up using....
Title: Re: Project Management Software
Post by: ShlockDoc on October 27, 2014, 07:25:12 AM
Used this at my last job and was very happy.
Not sure about Outlook integration.

https://www.atlassian.com/software/jira

+1
Title: Re: Project Management Software
Post by: Medic97 on October 27, 2014, 07:32:56 PM
Anyone use redbooth formally teambox?
Title: Re: Project Management Software
Post by: DanH on October 27, 2014, 08:07:18 PM
Jira is great.
What about Zoho? (or zoho project - https://www.zoho.com/projects/ )
Anyway, here's the top project-management software:
http://alternativeto.net/tag/project-management/
Title: Re: Project Management Software
Post by: Shmelly on October 27, 2014, 09:11:35 PM
I've used many. My current favorite is TeamWork https://www.teamwork.com/. Checks off most of your boxes, but I'm not sure about an outlook integration. Its got a great notification system though.
Title: Re: Project Management Software
Post by: Alexsei on October 30, 2014, 11:16:34 AM
Any free options?
Title: Re: Project Management Software
Post by: etech0 on October 30, 2014, 11:32:31 AM
Any free options?
asana
Title: Re: Project Management Software
Post by: Medic97 on October 30, 2014, 11:53:31 AM
Update: So I am checking out Redbooth.com for now. I chose to try it mainly b/c of of its privacy options even for individual tasks. And for the conversations section, I think it will be very useful for brainstorming and keeping ideas in one place.
Still figuring out how best to set it up since it doesn't use folders.
Title: Re: Project Management Software
Post by: gozalim on October 31, 2014, 01:34:43 AM
how about trello
Title: Re: Project Management Software
Post by: elit on November 02, 2014, 09:35:57 PM
how about trello
Do you use trello? Looking into it now. looks like it might fit what i need. Can i control who sees individual cards in a board?
Title: Re: Project Management Software
Post by: PlatinumGuy on November 02, 2014, 11:17:57 PM
Doesn't salesforce do this?
Title: Re: Project Management Software
Post by: etech0 on November 02, 2014, 11:23:32 PM
Doesn't salesforce do this?
Salesforce is a CRM. More for contact (customer) management than for project management. There are addons/ways to configure it to do project management too, but unless you need the CRM aspects of Salesforce you're much much better off with something that's built for project management.

Plus, unless you're a nonprofit it's NOT free. Or cheap.
Title: Re: Project Management Software
Post by: gozalim on November 03, 2014, 07:46:20 AM
Do you use trello? Looking into it now. looks like it might fit what i need. Can i control who sees individual cards in a board?
not sure. We've only divided by board.
Title: Re: Project Management Software
Post by: elit on November 03, 2014, 08:13:18 AM
After playing around with a few of these programs i realized I'm looking for something a lot simpler. All i need is a program where i can have lists of tasks and different people can see different lists and when the task had been completed. I also need the ability for an administrator to see all the lists, assign tasks and control who sees which lists. Perhaps i just need to learn how to utilize outlook better? Anyone have any ideas?
Title: Re: Project Management Software
Post by: etech0 on November 03, 2014, 10:09:20 AM
After playing around with a few of these programs i realized I'm looking for something a lot simpler. All i need is a program where i can have lists of tasks and different people can see different lists and when the task had been completed. I also need the ability for an administrator to see all the lists, assign tasks and control who sees which lists. Perhaps i just need to learn how to utilize outlook better? Anyone have any ideas?
Maybe wunderlist?
Each person has their own account, with their own set of lists. You can share lists between accounts, so you can have the admin be shared on all lists, and move things around as they want.
Title: Re: Project Management Software
Post by: ryg on November 03, 2014, 03:39:34 PM
Asana is unbelievable and extremely adaptable. I am happy to help if you have any questions. I have implemented it in three large businesses/non profits and it is truly amazing.
Title: Re: Project Management Software
Post by: etech0 on November 03, 2014, 03:46:18 PM
Asana is unbelievable and extremely adaptable. I am happy to help if you have any questions. I have implemented it in three large businesses/non profits and it is truly amazing.
Maybe we should have an Asana master thread?
Meanwhile, I sometimes get in my asana inbox "xx has unfollowed this tasks". What does that mean?
Title: Re: Project Management Software
Post by: etech0 on August 30, 2015, 10:18:14 PM
Has anyone used workflowy?  Seems to be pretty cool...
Title: Re: Project Management Software
Post by: etech0 on September 01, 2015, 09:02:52 PM
Has anyone used workflowy?  Seems to be pretty cool...
update: I love it! It's brilliant in its simplicity. PM me for a referral code that'll get you double the storage for the free plan :)
Title: Re: Project Management Software
Post by: AnonymousUser on October 11, 2015, 11:08:55 PM
update: I love it! It's brilliant in its simplicity. PM me for a referral code that'll get you double the storage for the free plan :)
Have you checked out Moo.do (http://Moo.do)?
Title: Re: Project Management Software
Post by: etech0 on October 11, 2015, 11:43:51 PM
Have you checked out Moo.do (http://Moo.do)?
Not yet, though it's on my list :)

I'm still ironing out the kinks in my workflowy setup.

At first glance moo.do looks similar to workflowy, but more complex. I like their GTD setup - one thing I miss in workflowy is having a dedicated Inbox. I set up one node as an inbox, but it's a pain to move things from it without endless scrolling.

I also miss having due dates. Most of my tasks are part of larger projects and/or don't have specific due dates, but for the few that due (read: credit card closing dates :) ), I'm still using Wunderlist. Which means I have to open 2 apps. Does moo.do do due dates?

If moo.do really gets a nice gmail integration, that would be a huge point in its favor.

Do you use moo.do? Do you like it?
Title: Re: Project Management Software
Post by: AnonymousUser on October 12, 2015, 01:47:20 AM
Not yet, though it's on my list :)

I'm still ironing out the kinks in my workflowy setup.

At first glance moo.do looks similar to workflowy, but more complex. I like their GTD setup - one thing I miss in workflowy is having a dedicated Inbox. I set up one node as an inbox, but it's a pain to move things from it without endless scrolling.

I also miss having due dates. Most of my tasks are part of larger projects and/or don't have specific due dates, but for the few that due (read: credit card closing dates :) ), I'm still using Wunderlist. Which means I have to open 2 apps. Does moo.do do due dates?

If moo.do really gets a nice gmail integration, that would be a huge point in its favor.

Do you use moo.do? Do you like it?
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.
Title: Re: Project Management Software
Post by: etech0 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
Title: Re: Project Management Software
Post by: AnonymousUser 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 (https://play.google.com/store/apps/details?id=org.tasks), which is supposed to be a clone of Astrid, but I haven't played around with it yet.
Title: Re: Project Management Software
Post by: etech0 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 (https://play.google.com/store/apps/details?id=org.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.
Title: Re: Project Management Software
Post by: aygart 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!
Title: Re: Project Management Software
Post by: Feivish 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.
Title: Re: Project Management Software
Post by: etech0 on October 29, 2015, 11:54:27 AM
I suggest you take a look at Asana.
Asana can handle Stages like that?
Title: Re: Project Management Software
Post by: etech0 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!
Title: Re: Project Management Software
Post by: ryg 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.
Title: Re: Project Management Software
Post by: aygart 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.
Title: Re: Project Management Software
Post by: etech0 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!
Title: Re: Project Management Software
Post by: etech0 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
Title: Re: Project Management Software
Post by: ryg on November 27, 2015, 01:00:23 AM
asana is capable of both
Title: Re: Project Management Software
Post by: etech0 on November 27, 2015, 11:39:24 AM
asana is capable of both
Thanks, I'll take a look
Title: Re: Project Management Software
Post by: etech0 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.
Title: Re: Project Management Software
Post by: Denverite on December 09, 2015, 02:23:22 AM
Thanks, I'll take a look

Look up www.smartsheet.com
Title: Re: Project Management Software
Post by: etech0 on December 12, 2015, 09:18:35 PM
Right now I use workflowy for all my projects and tasks, except for tasks with a specific deadline (eg: my credit card  closing dates), which I right now have in wunderlist and am thinking of moving to Asana.
At work I use workflowy for projects and Outlook for recurring tasks with deadlines.

I REALLY wish workflowy would do due dates. It's on their list of features they plan on working on.
What do you find better about Workflowy than about Wunderlist?
Workflowy and Wunderlist are really two categories of todo apps. Wunderlist is very linear. You have lists, lists contain tasks, and tasks can have subtasks. At that it excels (though I've found that subtasks are a little klunky to use). You can have due dates, you can have tags, reminders, etc.

Workflowy is an outliner program. One of its strengths is how easy it is to take an item, and make it into a project, by just starting a sublist under it. Workflowy makes it really easy to move things around, reorganize your thoughts / lists, and to quickly open a blank slate to map out a project. It's very intuitive. It also handles tags beautifully, making it easy to bring together items from all over.

One of the shortcomings of Wunderlist is that when starting something new, you need to decide if it's a list or an item on a list. And once you start there's no way to change it besides manually cutting/pasting. Thus there was no intuitive/enjoyable way to map out a project. This can easily and painless be done in Workflowky.

I like how Workflowy can show me items from any level in the hierarchy, just by searching for a tag. So I can tag anything with #today, and then pull them up all at once, even though some of them are basic tasks and some are deep inside a project.

I also found that once my Wunderlist got bigger, it got very slow and klunky to use and browse/review.

The biggest feature that Workflowy is missing, IMO, is due dates. So if you're looking for something to handle time based tasks, Workflowy is not it. In that situation I'd recommend Wunderlist or Asana (Wunderlist's interface is nicer and IMO more intuitive, but Asana has the advandage of handling multiple types of recurring tasks (http://forums.dansdeals.com/index.php?topic=46110.msg1330143#msg1330143).)

If you decide to go with Workflowy, I highly recommend browsing through their blog (and its comments), as there are lots of useful tips/tricks in there.
Title: Re: Project Management Software
Post by: etech0 on December 12, 2015, 09:22:49 PM
Also did you ever try OneNote instead of Evernote?
I haven't tried OneNote. When I got started with Evernote they didn't really compare. At this point they are more similar, and based on the research I did, it's probably worth giving OneNote a try when I get around to it.

The most mentioned difference I've found is that OneNote is more focused on organization of your notes, whereas with Evernote you are relying more on tags / search (which is great, btw) to find what you're looking for. Also, Evernote's web clipper is supposed to be better, which is very important to me.
I'm also not sure if OneNote has a feature where you can email in a note.

If anyone tried both recently, I'd be interested to hear your thoughts.
Title: Re: Project Management Software
Post by: etech0 on December 27, 2015, 06:53:42 PM
http://lifehacker.com/the-ultimate-to-do-list-app-comparison-chart-compares-t-1749569099
Title: Re: Project Management Software
Post by: yitzf on January 03, 2016, 02:23:32 AM
Was searching around and I found https://checkvist.com (https://checkvist.com) that seems similar to workflowy, but was more robust features including due dates.

Anyone uses/used it?
Title: Re: Project Management Software
Post by: etech0 on January 03, 2016, 09:29:40 PM
Was searching around and I found https://checkvist.com (https://checkvist.com) that seems similar to workflowy, but was more robust features including due dates.

Anyone uses/used it?
There is also Moo.do which is supposed  to be comparable. I did a bit of research into the 3 of them, and went with Workflowy because people said it was the fastest. That said, I really miss due dates, so if you like checkvist I might decide to check it out :)

Meanwhile it's on my list (in Workflowy of course!) of Apps to try out when I'm bored :)
Title: Re: Project Management Software
Post by: etech0 on January 03, 2016, 09:31:05 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
asana is capable of both
Update: so is Todoist, and I like its interface a lot better (so far).
Title: Re: Project Management Software
Post by: etech0 on January 06, 2016, 01:25:08 PM
Todoist's browser extension is great - this way I don't forget important deadlines (CC close dates, anyone?) because I forgot to open their app or website. It's always there, with a little icon telling me how many tasks I have due today.

Love it!
Title: Re: Project Management Software
Post by: elit on January 06, 2016, 02:12:34 PM
Todoist's browser extension is great - this way I don't forget important deadlines (CC close dates, anyone?) because I forgot to open their app or website. It's always there, with a little icon telling me how many tasks I have due today.

Love it!
So you use that instead of workflowy  or in complement
Title: Re: Project Management Software
Post by: etech0 on January 06, 2016, 02:22:55 PM
So you use that instead of workflowy  or in complement
Right now I'm using both - workflowy mostly for projects but also for tasks, and todoist for recurring tasks / anything with a specific deadline that I don't want to miss.
Title: Re: Project Management Software
Post by: aygart on January 06, 2016, 02:25:49 PM
Right now I'm using both - workflowy mostly for projects but also for tasks, and todoist for recurring tasks / anything with a specific deadline that I don't want to miss.
What do you use to manage your management software?
Title: Re: Project Management Software
Post by: elit on January 06, 2016, 02:41:00 PM
Right now I'm using both - workflowy mostly for projects but also for tasks, and todoist for recurring tasks / anything with a specific deadline that I don't want to miss.
That's annoying.  I started using wf and really like it for the reasons you have mentioned but the lack of due dates really ruins it and using 2 separate ones is not a solution for me
Title: Re: Project Management Software
Post by: etech0 on January 06, 2016, 02:47:49 PM
What do you use to manage your management software?
DDF :D
That's annoying.  I started using wf and really like it for the reasons you have mentioned but the lack of due dates really ruins it and using 2 separate ones is not a solution for me
I know, it bothers me too. Luckily, my projects (which really benefit from workflowy) don't usually have strict due date/deadlines. I've been considering moving all my tasks to todoist and leaving workflowy for projects, but I don't like that either.

I do have a weekly calendar of sorts inside my workflowy. I wrote up once how it's set up - I'll find it and post it.
Title: Re: Project Management Software
Post by: etech0 on January 06, 2016, 03:08:58 PM
I started a new thread talking about Workflowy (http://forums.dansdeals.com/index.php?topic=59744.new#new)
Title: Re: Project Management Software
Post by: etech0 on January 10, 2016, 10:07:35 AM
Here's an interesting discussion comparing Workflowy, Checkvist, and Moo.do
http://www.outlinersoftware.com/topics/viewt/5565/
Title: Re: Project Management Software
Post by: ryg on January 10, 2016, 10:37:37 AM
IMHO asana combines the best of both wl and wf. I'm a fan :-)
If anyone if interested I can discuss in more depth
Title: Re: Project Management Software
Post by: etech0 on January 10, 2016, 11:50:04 AM
IMHO asana combines the best of both wl and wf. I'm a fan :-)
If anyone if interested I can discuss in more depth
I tried Asana twice, but don't really like the interface.

But if it works for you, great!
Title: Re: Project Management Software
Post by: etech0 on January 17, 2016, 02:58:28 PM
http://timemanagementninja.com/2016/01/5-reasons-you-arent-using-your-productivity-tools-and-gadgets/
Title: Re: Project Management Software
Post by: etech0 on January 19, 2016, 02:10:28 PM
https://zapier.com/blog/project-management-systems/
Title: Re: Project Management Software
Post by: Medic97 on May 30, 2016, 05:13:41 PM
Anyone use Teamwork Projects?
Seems to have what I'm looking for, but want to know how easy it is to use?
Title: Re: Project Management Software
Post by: elit on May 05, 2017, 12:02:10 PM
Anyone know Asana well, that could answer a question for me?
Title: Re: Project Management Software
Post by: Yisroel Tech on May 05, 2017, 04:20:54 PM
Anyone know Asana well, that could answer a question for me?
i don't. But no one can answer you if they can answer you  :o Just ask the question and if someone can help you he will.
Title: Re: Project Management Software
Post by: elit on May 05, 2017, 05:41:00 PM
i don't. But no one can answer you if they can answer you  :o Just ask the question and if someone can help you he will.
I am trying to figure out if there is a way to sort by section and then by due date or alphabet
Title: Re: Project Management Software
Post by: mgarfin on January 08, 2018, 01:40:19 PM
So I setup Trello to manage my worker's workflow.
We have lots of weekly or bi-weekly recurring tasks.

The problem is "The card repeater power up" only creates the card/task at a given time.
It does not add a due date
It does not show all scheduled tasks for the next few weeks

So I'm back to square one

Looking Workflow Management Software that will show recurring tasks and its due dates at set intervals.

Title: Re: Project Management Software
Post by: etech0 on January 08, 2018, 01:43:45 PM
So I setup Trello to manage my worker's workflow.
We have lots of weekly or bi-weekly recurring tasks.

The problem is "The card repeater power up" only creates the card/task at a given time.
It does not add a due date
It does not show all scheduled tasks for the next few weeks

So I'm back to square one

Looking Workflow Management Software that will show recurring tasks and its due dates at set intervals.
Have you tried todoist? You can also sync it with google calendar if that helps with your requirements
Title: Re: Project Management Software
Post by: mgarfin on January 08, 2018, 07:25:55 PM
Have you tried todoist? You can also sync it with google calendar if that helps with your requirements

I need to be able to collaborate and comment, approve, mark as done in each task.

I'm looking into

Asana
Flow
Wrike

Did anyone use these?
Title: Re: Project Management Software
Post by: etech0 on January 08, 2018, 07:34:47 PM
I need to be able to collaborate and comment, approve, mark as done in each task.

I'm looking into

Asana
Flow
Wrike

Did anyone use these?
I used Asana briefly a while back. You can definitely collaborate and comment, I'm not sure how approving would work but you should probably check it out as it's been a while and they keep adding new features. You can also check out Insightly, I haven't tried it but someone recommended it to me.
Title: Re: Project Management Software
Post by: aygart on January 08, 2018, 07:43:36 PM
I used Asana briefly a while back. You can definitely collaborate and comment, I'm not sure how approving would work but you should probably check it out as it's been a while and they keep adding new features. You can also check out Insightly, I haven't tried it but someone recommended it to me.
How would you compare Asana to Tello? We currently use Trello but checking out Asana is on my todoist.
Title: Re: Project Management Software
Post by: etech0 on January 08, 2018, 07:56:36 PM
How would you compare Asana to Tello? We currently use Trello but checking out Asana is on my todoist.
I haven't used trello in a LONG time, or asana in a long time either, but from what I remember the biggest difference is probably what you see when you first open it up; with Trello you see that big Kanban board whereas with Asana you see a list of projects and when you click on one you can see its tasks, notes, attachments...

They are both free (or have free versions) so it's worth trying them each out for a few mitutes to see what speaks to you
Title: Re: Project Management Software
Post by: Medic97 on January 08, 2018, 08:01:31 PM
Checkout teamwork projects.
Title: Re: Project Management Software
Post by: mgarfin on January 08, 2018, 08:54:14 PM
How would you compare Asana to Tello? We currently use Trello but checking out Asana is on my todoist.

For me, Asana handles recurring task better then Trello but not completely the way I want it.
Trello card repeater will clon a task at any given time, but it won't have a due date.
Asana, When a recurring task is marked complete, it will duplicate all the information into a new task with a new due date. The interval you’ve set for your task’s recurrence will determine the new due date.

Still, both lack the options to see a weekly task on a calendar on a month to month basis.


Wrike seems to do that but is pricey.
Title: Re: Project Management Software
Post by: jackofall on June 03, 2019, 04:07:53 PM
Anybody have any new suggestions? Looking for something simple.
Title: Re: Project Management Software
Post by: etech0 on June 03, 2019, 09:20:01 PM
ClickUp is pretty new, I've been liking it a lot. They have a free version, and a paid version $5/user/month with more features.
Title: Re: Project Management Software
Post by: PlatinumGuy on June 03, 2019, 09:24:05 PM
https://niftypm.com
Title: Re: Project Management Software
Post by: jackofall on June 04, 2019, 01:36:27 PM
Options. Options. There are a million ones out there.
Changing tracks here. Looking for a consultant that can help my company decide which one is best for us.
Title: Re: Project Management Software
Post by: etech0 on June 04, 2019, 01:39:46 PM
Options. Options. There are a million ones out there.
Changing tracks here. Looking for a consultant that can help my company decide which one is best for us.
Put on your todolist to find a better todolist option :)

If you post a bit of what you're looking for maybe we can give suggestions?
Title: Re: Project Management Software
Post by: jackofall on June 04, 2019, 01:47:01 PM
Put on your todolist to find a better todolist option :)

If you post a bit of what you're looking for maybe we can give suggestions?
Thanks.

The key for this to work for us is simplicity. There are some tech challenged individuals that will have to use this.
Specifically, I am looking for a tool to help manage one-off tasks that frequently pop-up. Because these "to-do" items are one-off and not daily/monthly, they get lost in the shuffle. Additionally, some of these items are recurring on an annual basis. So I would like the option of having recurring tasks populate automatically.
Some of these items have  a workflow. Meaning, person A does part number 1, then person B has to do part number 2 etc. But some don't, just need to get done.
Another important component, is a high level dashboard. So management can get a feel, overall, what's going on with these items.

Thanks for all the help.
Title: Re: Project Management Software
Post by: DanH on June 04, 2019, 07:04:31 PM
ClickUp is pretty new, I've been liking it a lot. They have a free version, and a paid version $5/user/month with more features.
Whenever they have a promo video that says and shows absolutely nothing about how it works it turns me off.
Did you see the video on their homepage? Disaster.
Title: Re: Project Management Software
Post by: etech0 on June 04, 2019, 07:28:52 PM
Whenever they have a promo video that says and shows absolutely nothing about how it works it turns me off.
Did you see the video on their homepage? Disaster.
Yes most apps are like that. But the app itself is great!
Title: Re: Project Management Software
Post by: etech0 on June 04, 2019, 08:18:37 PM
Thanks.

The key for this to work for us is simplicity. There are some tech challenged individuals that will have to use this.
Specifically, I am looking for a tool to help manage one-off tasks that frequently pop-up. Because these "to-do" items are one-off and not daily/monthly, they get lost in the shuffle. Additionally, some of these items are recurring on an annual basis. So I would like the option of having recurring tasks populate automatically.
Some of these items have  a workflow. Meaning, person A does part number 1, then person B has to do part number 2 etc. But some don't, just need to get done.
Another important component, is a high level dashboard. So management can get a feel, overall, what's going on with these items.

Thanks for all the help.
So you want recurring tasks, subtasks (I think that's what you mean by workflow) which can be assigned to different users, and a management dashboard. I don't think todoist can do #3. Asana might work but I found the interface confusing. ClickUp can do 1 and 2, I'm not sure about management but you can give it a try. I haven't used that area in any of the apps I've tried.
Title: Re: Project Management Software
Post by: aygart on June 12, 2019, 12:12:16 PM
Is there a way to view Workflowy or Trello chronologically? I am looking to be able to track what was done on an item but also what was done each day.
Title: Re: Project Management Software
Post by: aygart on June 12, 2019, 08:19:36 PM
It is looking to me like dynalist https://dynalist.io/invite/U6gHOg is much more full-featured than workflowy. @etech0 why do you prefer workflowy? Dynalist is even unlimited items without the referral in your sig :) the referral gives a discount on pro which does seem needed to be better than workflowy. I don't even know if I will use pro trial. Dynalist allows dates and numbered lists which can be sorted in various different ways. It looks like what I need.
Title: Re: Project Management Software
Post by: etech0 on June 12, 2019, 11:09:53 PM
Is there a way to view Workflowy or Trello chronologically? I am looking to be able to track what was done on an item but also what was done each day.
Not that I know of... I haven't used Trello in ages so I can't say. With Workflowy you can filter by last-modified but I don't know of a way to sort otherwise (though you can always look through the emails they send you every day, letting you know what changed).
Title: Re: Project Management Software
Post by: etech0 on June 12, 2019, 11:10:17 PM
It is looking to me like dynalist https://dynalist.io/invite/U6gHOg is much more full-featured than workflowy. @etech0 why do you prefer workflowy? Dynalist is even unlimited items without the referral in your sig :) the referral gives a discount on pro which does seem needed to be better than workflowy. I don't even know if I will use pro trial. Dynalist allows dates and numbered lists which can be sorted in various different ways. It looks like what I need.
So it's an interesting question. Dynalist seems to have more features, however, in my opinion (and this is strictly an opinion), it loses the simplicity and ease of use and navigation that Workflowy has. Are there a couple of features that I wish they would add? Yes, but I don't need them enough to justify switching. Plus they plan on adding move features over time. With referrals, I haven't needed to upgrade to the pro version yet, but if I did need to I would.

If Dynalist looks like what you need, by all means, go for it! And if one day you find yourself wishing it was a drop less clunky, come back and try workflowy again :)

Good luck!

PS: I have no business relationship with Workflowy, I just happen to like it!
Title: Re: Project Management Software
Post by: aygart on June 13, 2019, 10:57:11 AM
So it's an interesting question. Dynalist seems to have more features, however, in my opinion (and this is strictly an opinion), it loses the simplicity and ease of use and navigation that Workflowy has. Are there a couple of features that I wish they would add? Yes, but I don't need them enough to justify switching. Plus they plan on adding move features over time. With referrals, I haven't needed to upgrade to the pro version yet, but if I did need to I would.

If Dynalist looks like what you need, by all means, go for it! And if one day you find yourself wishing it was a drop less clunky, come back and try workflowy again :)

Good luck!

PS: I have no business relationship with Workflowy, I just happen to like it!

Workflowy does seem simpler and cleaner, but what I really need now is an ability to look at each item entered under the subject in which it was entered as well as by viewing a list of all items entered over a period of a week or 2. I am not even sure that dynalist will do what I need.
Title: Re: Project Management Software
Post by: etech0 on June 13, 2019, 11:48:51 AM
Workflowy does seem simpler and cleaner, but what I really need now is an ability to look at each item entered under the subject in which it was entered as well as by viewing a list of all items entered over a period of a week or 2. I am not even sure that dynalist will do what I need.
Not sure either if dynalist is what you need, it sounds like you need a more robust project management system (as opposed to an outlining system like workflowy/dynalist). I would recommend checking out something like ClickUp or Asana and see if that does what you need (I've used both and like ClickUp better).
Title: Re: Project Management Software
Post by: jose34 on August 21, 2019, 06:22:53 PM
ClickUp is pretty new, I've been liking it a lot. They have a free version, and a paid version $5/user/month with more features.
How is Clickup different than Teamwork?
Todoist looks good but does have not the collaboration I need.
Looking for something like todoist with a file manager and chat (among team) option
Title: Re: Project Management Software
Post by: etech0 on August 21, 2019, 09:08:16 PM
I haven't used teamwork so I don't know. Clickup lets you attach files, and you can post notes/messages which is kind of like a chat.
Title: Re: Project Management Software
Post by: jose34 on August 22, 2019, 03:31:39 AM
I haven't used teamwork so I don't know. Clickup lets you attach files, and you can post notes/messages which is kind of like a chat.
Does it have a task option?
Also it seemed like it had a learning curve while todoist was simple straightforward but it did not really seem like it was a business use though.
 
Title: Re: Project Management Software
Post by: etech0 on August 22, 2019, 05:27:37 PM
Does it have a task option?
Also it seemed like it had a learning curve while todoist was simple straightforward but it did not really seem like it was a business use though.
Sure, tasks are the core feature. If you've tried it a while ago you may want to try it again, they recently put out ClickUp 2.0 which redid a lot of the design and made things more intuitive. As a general rule when you are setting it up you can choose "template" systems with their recommended fields, statuses, etc., or you can configure it yourself if you need something more specific.
Title: Re: Project Management Software
Post by: jose34 on August 24, 2019, 06:08:27 PM
Sure, tasks are the core feature. If you've tried it a while ago you may want to try it again, they recently put out ClickUp 2.0 which redid a lot of the design and made things more intuitive. As a general rule when you are setting it up you can choose "template" systems with their recommended fields, statuses, etc., or you can configure it yourself if you need something more specific.

I was looking at it but it seemed more  complicated to learn.
Title: Re: Project Management Software
Post by: Mikeoracle on September 13, 2020, 08:17:47 PM
Has anyone tried out the Notion app?
I'm seeing a lot of hype about it, supposed to be very flexible with lots of features, and wondering what user experience is like in real life.
Notion.so
Thanks
Title: Re: Project Management Software
Post by: Alexsei on September 14, 2020, 09:44:32 AM
Has anyone tried out the Notion app?
I'm seeing a lot of hype about it, supposed to be very flexible with lots of features, and wondering what user experience is like in real life.
Notion.so
Thanks

love it