7 Apps I Use For Staying Organized In My Business And How I Use themOct 08 2015
When it comes to project management, you can’t beat Trello. Whether it is my individual projects or collaborations with others, I love using Trello to keep a track of my projects. Trello allows you to create boards for each of your projects. For eg. on my account, I have boards for my blog (it is a project on its own!), Creative Convex, client work and a few collaborative boards with others as well. You can create lists to represent the state of progress in each of your boards. Each list has cards which contain a task or an idea which is waiting to be worked on. You can add a due date on each card to remind you of deadlines and stay on track with a timeline. You can also categorize your cards using color-coded labels. For each card you can add comments to keep a track of your progress in that particular task. The cards can be easily moved between lists.
In each of my own project boards, I have 3 lists – To do, Doing and Done. Each time my To do list is empty, I take out ideas from Evernote and convert them into tasks in the To do list of Trello. Every night when I create my to do list for the next day in Todoist, I pull out tasks from the lists in Trello. Again at the end of each work day I make sure to update my progress by commenting on the Trello task cards. My cards usually follow a move from To Do -> Doing -> Done. Sometimes if I remember I need to add a few things to a task, I move it back from the Done list to the To Do list. Oh my god, that was such a long sentence, but you get the gist!
Trello helps me to store, organize and track all my projects. I don’t have to keep anything in my brain – like – oh I need to finish this guest post by 20th Oct or I need to finish this design proposal by 15th Nov. Since everything is stored in Trello, I can keep my brain free to concentrate on processing the task on hand which is what the brain for – processing not storing.
Lastly, I use FreshBooks to manage the estimates, invoices and payments for my client projects. If you are working with multiple clients at a time, it can get difficult to keep a track of estimates, invoices, received payments etc. For a long time I used Etsy invoicing for my custom projects, but I’ve recently started working with FreshBooks and I love their services. FreshBooks creates a quick and a fuss-free system for managing the finance part of your client projects.
I use FreshBooks to send out project estimates, invoice my clients, track my expenses and payments. FreshBooks also integrates with other business apps like Paypal and MailChimp which makes it super easy to use.