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I'm semi-new to the marketing industry (5 mo) and still continuing to learn a lot. As I review and evaluate our process (I am Dir of Ops so that is what I've been doing a lot of) around assigning and tracking tasks by our project managers, I am feeling that there is room for improvement. We mostly take notes in Google Docs and tag people to assigned tasks. Those tagged people will get an auto-generated email from Google letting them know they were tagged in a doc and have an action item. It is then their responsibility to go into the doc, see what the action item is, and take action on it, also informing the PM when it is complete (or ask for more time). We are in the process of testing Workamajig to see if it can help with our project management of tasks; however, it seems there are several exceptions making this tool not entirely user-friendly.
I'll be attending the May workshop on efficiencies with one of my PM's so I'll be able to pick some brains there but in the meantime, I'd love to hear how some of you are assigning and tracking tasks for projects.
Hey Diane, I feel your struggle! In my small office we are taking the opportunity to rework our assignment process. We have recently made the switch to Monday.com and it has been amazing to set up pipelines, tasks, due dates, onboarding, etc. They just released a Dashboard feature which helps you see everything at a glance.
Hope you are able to find what works for your team!
Hi Diane- I've been with Kinetic for almost 4 years now, and have experienced a multitude of processes and systems to support those processes. We currently use Workamajig, and love it. It comes with its quirks, but works very well. I'd be happy to answer any questions you may have! Feel free to email me firstname.lastname@example.org.
We also use Asana and it works well for us. I am currently looking for a better resource management integration to overlay however. As we get busier I want to see at a glance how heavy each resource or teams workload is so I can make better management and hiring decisions. Would welcome any suggestions... Rizen - what do you guys use? Misty - does Monday.com do this?
We use Basecamp as the project management tool. It's about as basic as it comes but sometimes that's really nice. As far as tracking workload, look into Workstack. You can drag and drop tasks among team members and change the length, place a set amount of hours on certain days, schedule time off, etc. It integrated directly with Basecamp, which was super nice. I know it integrates with other platforms as well so you'll just need to check on which ones. It has been a life saver in seeing workloads at a glance!
We are 1-year into using Function Point and I couldn't be happier. I used to be at an agency using Workamajig, but we never used the traffic/task portion. We consolidated Basecamp, Excel Sheets, Google Sheets, Harvest, Monday.com and Smartsheets into Function Point. For us, it is a GREAT simple first agency management software tool. We use it for all schedules and task assignments - so we can now see the forecasted workload by person and department. It has taken so much of the guess work out of the next quarter. We no longer have a traffic manager, so this system really handles that daily function. We need human intervention when there are tough calls or we're really busy. I am a huge advocate for efficiency and would love to talk with you if you have questions. (email@example.com) Seriously, I'd enjoy it!