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When there are so many project management tools available, it’s really difficult to work out which one is right for your business management. You also need to consider how easy it will be for your team to learn and use, and what kind of reporting and visibility of your projects you need, does it do time tracking….there is a lot to consider!

Essentially, a project management tool nowadays is the tool that brings your business together. It’s the central hub of action and information management for your business, so it needs to be flexible, easy to use, and has the capacity for you to grow without needing to change up every year.

Whether you are currently using a tool, but aren’t sure if it’s the best one for you and the team, or you’re trying to narrow down the list so that you can upgrade, there are 6 areas you need to research when making this decision.

In today’s episode, I discuss the 6 main ingredients to think about so that you can

  • manage and track your client projects effectively
  • manage your clients overall
  • manage your team effectively
  • manage your business operations

Get this right, and your business can run smoothly.

KEY POINTS in this episode:

  • How to choose the best project management tool for your business
  • Starting out isn’t easy – so many choices
  • The impact on your business and your team if you get this wrong
  • My previous tool stack – using Asana and Evernote before ClickUp 

Aspects you need to consider:

  • hierarchy & organisation structure
  • task management functions & features
  • creating templates
  • multiple views
  • Dashboards & reporting
  • time tracking
  • other integrations

Get it wrong, and you end up creating more headaches for everyone.

Listen in to make sure you’re covered.

Links and Resources:

Project Management

Trello as a Project Management Tool

How to Set Up Asana for Teams

Connect with me on LinkedIn

Connect with me on Instagram


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Hi I'm Aerlie


Thankyou for tuning in to the Unload Podcast.

I have over 10 years experience in supporting clients to improve their efficiency, reduce overwhelm and organise their business operations effectively. I specialise in setting up project management platforms such as ClickUp and Asana for tracking and reporting your business operations, documenting processes and improving you and your team's productivity and collaboration.

I know that business owner's find it difficult to step out of the chaos and day to day running of their business, despite all of the other plans they have. Getting these foundations set up and running efficiently are the best way for you to grow your business to the next level. Reducing the mental load so that there is more space for action taking, problem solving and ideas is what I'm passionate about.

I live and work in the gorgeous Adelaide Hills and am a mum to two girls.


Acknowledgement of country

I acknowledge that I undertake my business on the land of the Peramangk and Kaurna Nations.

I acknowledge their deeply spiritual connection with Country and I pay my respect to Elder's past, present and future as the custodians of this ancient and beautiful land.