• Improved Organization and Planning: Create, assign, and track tasks, ensuring nothing falls through the cracks. 
• Set and monitor deadlines to ensure timely completion. 
• Prioritize tasks and focus on what's most important using labels, tags, or priority levels. 

Enhanced Collaboration: 

• Streamline communication through comments, updates, and notifications. 
• Share files and documents directly within the tasks/projects. 

Increased Productivity: 

• Simplify workflows and reduce the time spent on managing tasks manually.
• Automate repetitive tasks to save time. 
• Keep team members focused on high-priority tasks. 
• Send reminders and notifications for upcoming deadlines.

Transparency and Accountability:

• Track task progress, competition, and performance. 
• Assign tasks to specific people, holding them accountable for their responsibilities. 

Customizability: 

• Customize workflows to match your team's processes and preferences. 
• Various view settings such as lists, boards (Kanban), calendars, and productivity apps to create a seamless work environment. 
• Use templates to standardize project management practices across the organization. 

Data-Driven Insights:

• Generate reports and analytics to gain insights into team performance and project status. 

User-Friendly Interface: 

• Benefit from a user-friendly interface to make it easy to manage tasks and projects. 
• Access tasks and projects on the go with mobile apps. 

Choosing the right task manager tool depends on your needs, team size, and project requirements. Each software has unique strengths and features, so it’s important to evaluate them based on what will work best for your team. Below, I will dive into the four different task management tools I use and the pros/cons of each one. Keep in mind that my experience is limited to how I interact with the tool and use it with my builder partners. The way they set it up might be different than how you would set it up, so I encourage you to do your research and take advantage of their free trials to see which tool is best for you and your team. 

TEAMWORK

Features:

• Project Management: Comprehensive project management features, including task lists, milestones, and time tracking.
• Client Management: Allows for client access and billing features. 
• Collaboration: Includes messaging, file sharing, and comments.
• Integrations: Connects with tools like Slack, Google Drive, and HubSpot. 

Pros: 

• Robust set of features for project and client management. 
• Time tracking and billing features are beneficial for client-based work.
• Strong focus on team collaboration. 
  
  

MONDAY

Features:

• Visual Project Management: Offers various views (Kanban, Gantt, calendar) for managing tasks.
• Customization: Highly customizable workflows and dashboards.
• Automation: Automates repetitive tasks with customizable automation rules. 
• Integration: Integrates with numerous third-party apps like Slack, Google Drive, and more.
• Collaboration: Features for commenting, file sharing, and @mentions 

Pros: 

• Intuitive and visually appealing interface 
• Flexible and adaptable to different types of workflows 
• Strong reporting and analytics capabilities 

Cons: 

• Can be complex to set up and configure for beginners. 
• Higher pricing compared to some other tools. 
  
  

ASANA 

Features: 

• Task Management: Offers task creation, assignment, due dates, and priorities. 
• Views: Multiple views, including list, Kanban, timeline, and calendar. 
• Workflow Automation: Customizable rules to automate tasks. 
• Integrations: Integrates with a wide range of tools such as Slack, Google Workspace, and Microsoft Teams. 
• Goals and Milestones: Helps in setting and tracking goals and milestones. 

Pros: 

• User-friendly and intuitive interface. 
• Powerful task management and workflow capabilities. 
• Strong integration options. 

Cons: 

• Can become expensive for larger teams needing advanced features. 
• Some users find the customization options limited compared to other tools. 
  
  

TRELLO 

Features: 

• Kanban Boards: Visual task management using boards, lists, and cards. 
• Simplicity: Easy to use and quick to set-up. 
• Power-Ups: Extend functionality with integrations and add-ons called Power-Ups. 
• Collaboration: Features for commenting, file attachments, and due dates. 

Pros: 

• Very intuitive and simple to use. 
• Great for visual task management and drag-and-drop functionality. 
• Free tier available with basic features. 

Cons: 

• Limited functionality for complex project management needs. 
• Advanced features and integrations may require paid Power-Ups. 
• Not as robust in reporting and analytics compared to others. 
  
  

Summary

Based on my experience with these tools, Teamwork and Monday are my favorites. At Do You Convert, we have Teamwork set up so each builder partner has its own “Card” that we use to keep track of tasks, set goals and reminders, and keep meeting notes that both the Online Sales team and the Marketing team have access to so both teams are on the same page. I think Teamwork is great for larger builders that have a lot of communities or projects.

Monday makes my graphic design heart happy since it is visually appealing and makes it easy to see which tasks are a higher priority. I use Monday with a couple of my builders to keep track of the ads currently running, prioritize and communicate when an ad needs to be updated, set deadlines, and use the comment section for review, file sharing, and collaboration. Monday is great for both small and large builders and is highly customizable.

Trello and Asana are also excellent programs and rank among the top task-management tools available. Both offer robust features for task tracking, project management, and team collaboration. Each tool has its strengths and weaknesses, and the best choice depends on the unique requirements of your team and projects.

Let me know in the comments if you use a task management tool and what you like and/or dislike about it.