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Project Management Tools for Your Business

Raise your hand if you feel like your business is organized and running smoothly…. If you raised your hand, chances are you’re using some type of project management tool to assist you! If you didn’t raise your hand, it might be time you start looking into project management tools to help you, because you don’t have to… and shouldn’t do this alone. There are tons of free project management tools out there that can help you get started, and as you grow, you can upgrade them as needed.

When you start looking into tools to get organized and create systems, it can be really overwhelming… like really really overwhelming… which is annoying because you’re looking to make business easier, and can risk feeling even more overwhelmed by taking this step. I don’t want that for you. I’ve been there, and it’s not fun. So, here are some of my favorite tools to help manage my projects and my business. There are hundreds to choose from, so do your own research and find what you like, but these are great options to get your started.


Asana- This tool works on the web and in an app, and helps you manage, track, and organize your work. You can add team members to your projects and communicate easily. You can also create to-do lists with timelines and progress tracking for your due dates. The free version is pretty robust for a solopreneur, and is a great tool for organizing your ideas and content in list forms. I like to use this app to track my ideas, stories I plan to incorporate into my marketing, podcast updates with my team, and anything I need to set deadlines for.


Trello- Trello is a list making tool that can be used on the web and in app form. It’s great for those of use who are more visual and is perfect for collaborations. Trello helps you manage your projects and organize just about anything by using “boards”. In one glance, you can see what is being worked on and what is coming up. Imagine a white board with lists of sticky notes, but in digital form! There is a bit of a learning curve with this app, but once you get the lay of the land, it is game changing. I love using trello for my social media content! It’s easy to plan, easy to keep track of, and gives you a great visual. It’s also perfect for organizing events, like virtual summits or masterminds. Basically, if it needs to be organized, there is a way to do it.


Slack- Slack is a business communication platform, and is a great tool to replace email for your communications to stay organized and secure. Think of it like a messaging app, but better! You can chat one on one with associates, or create groups and different topics. It keeps everything organized and all communications in the places they need to be. It can be used on your phone or computer, and is basically the best way I have found to keep my conversation organized and easily accessible. Bonus- It’s very easy to navigate for all of the non techy boss ladies out there! Slack is what we are using to organize communication for writing our book, with multiple people involved, and has been a game changer to get everyone on the same page.


Honeybook- If you run a service based business, you need to look into something like honeybook! It is an all in one project, invoicing, and payment management tool that makes running your business insanely simple! It helps streamline your business systems from inquiry to invoicing, and lets you manage your projects, book clients, sign contracts online, send invoices, and accept payments… all in one spot… for an incredibly decent price. It is technically a CRM, but it is so so so much more than just that! Honeybook can replace a lot of other tools in your business. It’s robust, and I’m sure that I don't even use all the features that it offers! I use this tool mostly to manage my client projects, bill customers, and get paid easily and securely.


G-Suite- Google workspace is one of my everyday tools, and has everything you need to organize, create, and communicate. It’s extremely user friendly, and chalked full of productivity and collaboration tools for your business. It is a perfect free tool to get you started, and has most everything you need at the early stages of business including Gmail, Chat, Meet, Calendar; Drive for storage; Docs, Sheets, Slides, Forms, and more. I use the g-suite mostly for the docs, sheets, and drive. It’s a perfect solution to keep long format content together and organized.


Flodesk- This is my new favorite email marketing platform. It’s built for creators, and makes it extremely easy to create on-brand email content with a few clicks, create opt-in forms and freebies to grow your list, and set and forget amazing automations and workflows. I’ve tried a couple email marketing platforms in the past, and this is by far my favorite way to keep my audience organized and engaged, while being true to my brand.


You guys, this is just the tip of the iceberg when it comes to all of the tools out there ready to make running your business easier! I’ve enjoyed playing around with different apps and finding what really works for me.

Have you tried any of these tools? Are you ready to take your business up a notch and get organized? Let me know your favorite, or what you’re most excited to try at

megan@bossladiesandbabies.com


Until next time, stay bossy!

xo, Megan

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