Managing Inbound Marketing Projects: Why TeamworkPM May Be a Better Fit

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Jay Dillon

Director of Strategy and Creative at Inbound Experts
Jay is a digital marketer and producer whose creative and technical skills have developed digital brand strategies and sales campaigns using a range of complex internet applications from stand-alone websites through to Facebook API integrations.
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When it comes to inbound marketing some of the most essential services include: guiding clients to generate engaging content and tell a story about their product, brand or service through the creation of videos, blog articles, ebooks, podcasts, infographics, etc. Behind the curtain of such inbound marketing services lies the ability to manage projects efficiently, making project management software one of the most important elements of success for any business in this industry.

I personally work with two major cloud-based project management systems, TeamworkPM and Basecamp. Although Basecamp was founded first (1999), TeamworkPM was actually created by software designers who were once Basecamp users (as well as ActiveCollab & GoPlan) but who, after gathering all the pros and cons, were left with the desire to create a PM system that was intuitive, something everybody in the company could use (not just the project manager) and generic enough to be used by a variety of businesses. As a result, TeamworkPM was successfully launched in 2007 and since then has grown, adapted and changed to forge its own identity.

Based on many recent reviews, I’m definitely not the only one who has come to favor Teamwork over Basecamp over the years (just google Teamwork vs. Basecamp and the preference becomes clear). Here are just 3 of them:

But I’m here to summarise my top reasons why TeamworkPM might be the better choice for your business’ project management, especially for inbound marketing purposes (this coming from someone who has used both Basecamp and TeamworkPM extensively for quite some time now).

The single most appealing advantage of TeamworkPM for me is simply that: the overall user experience is just better. Being that I move back and forth between a number of projects on a daily basis, it is important to me to have a firm grasp on how all projects are coming along at any time. TeamworkPM makes this easier with their improved interface. With Basecamp, I always feel a bit swamped by the information and navigation.

Here is a list of the top features TeamworkPM gives me that Basecamp has yet to:

1. Time-tracking

Even though Basecamp Classic provided this feature, the New Basecamp for some reason got rid of it and now you can only track time through third party apps. Billing clients is a given when it comes to managing projects, and Teamwork makes it simple, fast and accurate. You can either start a timer or manually log hours against a particular task or sub-task related to a project as shown below, plus add a short description of the completed task to go along with the logged time:

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2. Task Lists (Recurring tasks, Dependent tasks)

I’ve found that good organisation requires you to break down tasks into smaller chunks. That is why the tasks list is a really great feature of Teamwork because they can be associated with dates, people, milestones and of course projects. So when it comes to managing tasks of internal staff freelancers and even clients, I widely use this feature. Ticking off the tasks is shown with an appropriate strikethrough and completed tasks may still be accessed or made live again if needed.

Adding sub-tasks to tasks is a great feature because often tasks are broken up into smaller pieces (e.g. Research blog topic, write article, find/upload image, etc.). It helps you avoid missing any important steps. Just as efficient are the recurring tasks feature for regular inbound tasks such as checking PPC advertising or sending out email campaigns. With so many weekly/monthly recurring tasks, this is just a big time-saver.

Dependent tasks is something I’m grateful for because the lack of tasks dependency on Basecamp is something I always wish they had. Teamwork allows you to be able to line-up tasks to only be triggered when a previous task is complete and this allows me to “load up” jobs without overwhelming everyone with information that is no longer active. Instead of viewing 50 tasks that can’t be started yet, I simply can add a task of “acquire client approval” to a list and make all tasks dependent on that.

Other great options included for tasks are: privacy options, reminders (option to send directly to staff member’s work e-mail), file attachments, dependencies, priorities, and progress of task. All these help me manage my projects very well.

Another plus is the simple messaging and file sharing. Obviously these features are vital for project communications and to ensure all resources and materials are kept in one place and easily accessed by everyone in working on the project. Teamwork provides a nice interface with all the usual features (privacy settings, notifications, user photos, share files, exporting messages to pdf).

3. Templates and Project Reports

In Teamwork, you can have numerous templates set up for standard task lists, message and file categories. This saves me a ton of time and ensures consistency across all my projects so I can better standardise processes so one “response” or “client” or “campaign” doesn’t get different treatment than the other.

When it comes to reporting, Teamwork features include: Project reports detailing project history to date (Tasks, hours, assigned people, status), Project charts detailing each project alongside each other for global comparison including deadlines, Usage reports for users and items over a specific time period and finally, Gantt charts reports for tasks.

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4. Third party integration and syncing

No app is an island right? Teamwork gets this and has built a great API and many third-party integrations. For example, Teamwork syncs with Google Calendar so if you decide to transition it’s very easy. The calendar allows you to filter by project or by person giving clarity to how busy a month may be. You can also add events that aren’t necessarily associated with a particular projects (meetings, staff holidays, etc.).

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Aside from that, these are two third-party integration favorites:

  • Google Drive – You can take notes with Google Docs and link it directly into the project in Teamwork.
  • Import from Basecamp – So many users started switching that this became a “welcome” feature to users who decided to switch. While not perfect, it gets you up and running in Teamwork quite well.
  • Dropbox Integration

Just by comparing features between these two cloud-based project management systems, it’s easy to see which one offers more:

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Here is a great, more consolidated column-styled comparison of the main features, supported devices, geographies, languages, etc. of the two: TeamworkPM vs. Basecamp. Also, here’s a link if you’d like to read a more detailed description of Teamwork’s features. In the end, you decide. I’ve found that Teamwork works best for my staff and I but like with any option, you must also do your own research and try it out to make a final decision.

*Disclaimer: I am not writing this post for referral points or credits for these products. I am purposefully NOT including referral links in these posts for affiliating purposes and I am only writing about the tools I use and love in the hope that you’ll benefit from them.

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