Guest Post, The Strategic Side

My Project Management Process

[By the way, see that featured image? Canva is great. Remind me to write a post about that. Don’t worry, I added “Canva Blog Post” to my Trello board.]

I was recently given an opportunity to write for The Agency Post, an online blog and forum that “provides marketing agency professionals with useful and insightful viewpoints to provoke discussion and debate.”

My post, titled “What to Look for in Project Management Software,” discusses just that: the must-haves to stay organized and productive. Project management software (or, I guess, PMS?) is a huge part of my day — my agency uses project management software, and I also use a separate system to keep my life to-dos in order.

What It’s All About

In my blog, I focus specifically on the three most important aspects of good project management software, in my opinion: 1) ability to create personal to-do lists for stray tasks, 2) ways to visualize completion percentage, and 3) easy ways to collaborate.

Extra! Extra! — Things I Didn’t Mention in my Post

Cleriti currently uses a project management software that I dislike — I’m not sure if we’re not using its capabilities fully, or if I just plain don’t like it, but it’s not my favorite.

For my personal to-do list, I have a variety of methods to stay on track and organized.


Saying I have a “variety of methods” makes me sound like a normal, well-balanced person. I basically have an organizational fetish. Let me break this down for you:

Lately, I’ve been using Asana to manage many of my work tasks—yes, work tasks—because Asana is easier to manage than my agency’s current project management software. I can’t speak to its collaborative abilities because I use it solo, but I like how easy it is to schedule, has a private task list, and separates out projects. I hear it’s stellar for collaboration, too—Asana is often mentioned with Podio as apps that crush it when it comes to collaboration.

I use Trello to manage my personal branding/website updates, because the cards let me visually see what’s on deck, in-progress, etc. I have about 8 million blogs ideas in the to-do column, so keep an eye out for those. I also hear it’s great for job searches (if you’re into that kind of thing) because it can help you visualize the process. You can create cards for jobs you’ve applied to, are in the process of applying to, and are waiting to hear back from.

I also have a pen and paper to-do list as well, because why wouldn’t I have four separate ways to organize my tasks? I’ll typically take 10-15 minutes in the morning to think through and jot down my game plan for the day. Project management systems make it easy to see what needs to be done and collaborate with others, but the tactile sensation of writing down my list — and prioritizing tasks as I go — helps me get in the right headspace. I’ll prioritize 2-3 “major” to-dos, 3-5 “wants,” and 5+ “3 minute tasks” for the day.

And while I love checking off tasks on my virtual to-do lists, there’s no feeling like physically scribbling out a task. At the end of the day, there’s no feeling quite like turning a to-do into a to-done.

What types of project management software (or personal to-do lists, schedulers, etc.) do you use? What’s your favorite and why? I’d love to hear from you in the comments below.


Background for Featured Image courtesy of PhotKing and used under Creative Commons Non-Commercial and ShareAlike licenses. The image has been altered. 

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