You may not have got into the design business to become a manager, but even if you're a sole trader it's useful to have some project management skills just to make sure that you hit deadlines and don't go taking on more work than you can handle.
Whether you're keeping yourself in check or a creative director (opens in new tab) running a massive project with a big team and loads of stakeholders, you can make things easier for yourself by having the right software solutions. Here's what the pros recommend. Make sure you also see our tips for project management.
01. Trello (opens in new tab)
The team at johnson banks (opens in new tab) use this. It has a really simple UI, which makes it easy for everyone to understand quickly, and see everyone's tasks on all projects on just one page. This overview of workloads makes it easy to prioritise work, especially for a small studio. It's best seen as a shared group task list and doesn't work so well in seeing how long each activity is going to take.
02. Synergist (opens in new tab)
"I would be lost without it," says Kim Cox, traffic manager at Six (opens in new tab). "On a good day, I can recall most bookings a day or two ahead. But once you add into the mix 15-plus designers and jobs that move around – sometimes on an hourly basis – it's impossible to keep a mental track of everything. All the information I need to do my job is right there in one system. Spreadsheets can only go so far when it comes to scheduling."
03. Resource Guru (opens in new tab)
"For managing studio resource and workflow, we use Resource Guru," says Rob Lowe at Mr B & Friends (opens in new tab). "It's extremely flexible and easy to use. It also gives everyone in the studio full visibility of their schedule and workload. It offers at-a-glance solutions and has a mobile interface for when I'm out and about with clients. The simplicity of the system helps keep complex projects on track."
04. Slack (opens in new tab)
"We use Slack to stay in touch with designers minute by minute," says Rosie Brennan at SomeOne (opens in new tab). "We also use Google sheets and share these across teams and the studio. Slack is super fast, easy to use and designers have it open on their screens all the time, so it's the quickest way to contact them."
05. Harvest (opens in new tab)
"We also use an online time sheet manager called Harvest, which allows us an overview of hours spent and budget for each live project," adds Someone's Rosie Brennan.
06. Project Manager (opens in new tab)
New to the market, Project Manager enables you to create and share customisable online plans, with real-time dashboards showing statuses at a glance. Automated emails let you know when your team updates tasks, and easy one-click reports can be printed or shared online, so the process doesn't pause when someone's out of the office.
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