With a full-time job in IT, a small business, opening a gallery and looking after a five-year-old as a single mum, I have struggled over the past year trying to keep organised and on top of everything. I tried so many different apps trying to get organised so that I could manage all my client’s information, freelancers, social media management and the general day to day project management of a small web design/social media management business. I also needed a space to share all this information with my business partner who is my twin sister, and a flight attendant so that she could keep on top of her work and have all the information at hand about our clients, logins etc.. on the road.
I was feeling really frustrated with the latest app I was trying, as again I found that after setting it all up, it was missing a feature I needed. Then, an app called Monday crept into my Facebook feed. After reviewing it and liking the user interface, as it looked a lot like some of the project management programs I have used throughout my career, I decided to give it a go.
I set the app up and started loading the information about one of my projects. I was able to add in everything that I needed including attaching all password information, making notes against each task, copying in emails and correspondence and uploading documents, screenshots and any information that I had in a variety of formats related to that project.
I felt that I finally had an app that I could work with. I quickly sent my sister an invitation telling her that this was the app that we should use.
After sending her so many logins to different apps over the last few months, I could feel the proverbial eye rolls from a thousand miles away. However, she loved it!
We now use Monday for everything. We have set up a system that works for us where we have each of our active client’s boards grouped in one folder and what are called “pulses” added and tailored specifically to the work we are undertaking. We then assign the work to each other and make all updates to tasks and add all materials and correspondence as we go.
This has become our complete project management system for all of our work. We also create shared boards for our freelancers so that we can keep on top of all of the tasks they are working on and have a complete record of everything.
At this stage, due to costs, we are only using the Basic Plan which gives us everything we need at AUD $34 per month, a small investment to have my business life organised. However, I could definitely see the benefit of the larger plan as it gives you the ability to plan everything in one visual timeline and integrates with other apps. As our business grows, we will most likely upgrade to this plan.
With an app like this, I finally feel like we are organised and have our workflows under control. This will help us keep on top of things during 2018 as our small business grows.