Time / Project management - How do You do it?

13 replies
My Collection-O-Spreadsheets&Docs is about to push me into a state mental lockup.

If YOU have had some experience handling multiple clients and projects in the Internet Marketing arena, any tips, techniques, and ideas would be appreciated.

Maybe spreadsheets will work with different techniques.

Maybe you like some project management software.

Perhaps you have some ideas that we (okay... I) have not thought about.

Thanks in advance.


Joe Mobley
#management #project #time #tips
  • Profile picture of the author cfarmer
    Not sure if this is what you are looking for I was recommended this by Rosalind Gardner, from her book "Super Affiliate Handbook".

    Hope this helps,

    affiliateorganizer.com
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  • Profile picture of the author Landis
    This is going to sound weird, but the way I get things done fast is by imagining theres a ticking time bomb inside me (creates urgency). Believe its there and you must do your tasks or else it will go off. Thats what I do, and it works great.
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    • Profile picture of the author Joe Mobley
      I am not having a urgency or motivation problem. I'm trying to head off an organization problem.

      I'm looking for someone who may have some better systems solutions.


      Joe Mobley



      Originally Posted by Landis Phan View Post

      This is going to sound weird, but the way I get things done fast is by imagining theres a ticking time bomb inside me (creates urgency). Believe its there and you must do your tasks or else it will go off. Thats what I do, and it works great.
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      Follow Me on Twitter: @daVinciJoe
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  • Profile picture of the author AFI
    Ha! This is where I'm at right now. I've got about 30 clients I'm toggling with various needs. You know what I'm using: good old fashioned pen and legal pad. Just make great notes and keep organized. Prioritize your "todo" list by labeling items A B and C depending on priority. The A items on your list have a higher priority.

    Make a new todo list daily, cross off customers from your overall list as the are finished.
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    • Profile picture of the author paulie888
      Originally Posted by AFI View Post

      Ha! This is where I'm at right now. I've got about 30 clients I'm toggling with various needs. You know what I'm using: good old fashioned pen and legal pad. Just make great notes and keep organized. Prioritize your "todo" list by labeling items A B and C depending on priority. The A items on your list have a higher priority.

      Make a new todo list daily, cross off customers from your overall list as the are finished.
      I'm finding more and more that good old pencil and paper (and also a nice, big whiteboard) make a lot of sense when organizing tasks and clients. Unless you have over 100 clients to deal with simultaneously, this old-school method of organization works surprisingly well.
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      • Profile picture of the author DavidMorisseau
        I'm not sure how you're managing other aspects of what you do, but you might benefit from thinking larger than ''project management." Chances are, if you go strictly into project management apps/techniques you may find yourself needing apps for other aspects of what you do (i.e. managing your clients) and then you'll need to get another app. Then you have to deal with integration issues and possibly higher monthly costs. The list goes on.

        Assuming you're SMB/freelancing i'd suggest checking out some kind of integrated solution. Basically, for little to nothing per month, you could manage contacts, possible leads, projects, to-dos, timesheets, product lists, email newsletters, and other helpful tools in one place. If you find an even more state-of-the-art app, you can even integrate billing features. So, you'd be able to manage clients/leads, do projects for them, deal with support issues/communication, and bill them from the same place. Basically an all in one business package type thing.

        I know that if you go with Google apps you might be able to find a combination of tools that does this. They have a ton of apps and a lot of them integrate quite nicely. Another software that does something similar is WORKetc. It combines CRM, projects, and billing into one centralized web based app.

        Under that alone you would be able to manage all leads, contacts, projects, to-dos, calendars, invoices, product lists, support issues, expenses, etc. There's quite a few benefits that come from consolidating into one integrated app, like being able to handle the whole customer lifecycle in one application as well as workflow improvements.
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  • Profile picture of the author Daniel Deegan
    Hmm if you work with lots of people online check out Basecamp or ActiveCollab, from the sound of things they might be a perfect fit for what your doing. For personal projects I use mindjet mindmanager and a kanban board.
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    • Profile picture of the author Jake Gray
      Originally Posted by Daniel Deegan View Post

      Hmm if you work with lots of people online check out Basecamp or ActiveCollab, from the sound of things they might be a perfect fit for what your doing. For personal projects I use mindjet mindmanager and a kanban board.
      Great advice about BaseCamp or ActiveCollab. I currently use BaseCamp, been pleased so far. I'm not only managing clients, but my employees.

      Jake
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  • Profile picture of the author ryanlucht
    If you like working with to-do lists, check out Zen to Done by Leo Babatua. It's like David Allen's Getting Things Done, but simplified and easier to implement. That way, you could create a to-do list of the things to work on for each client, and then use the productivity system to get them all done.
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    • Profile picture of the author lukehendersson80
      When i looked for a new Time/project management software, I checked on capterra.com and buissy.com. Check them out.

      Good sites that are easy to navigate in. It help us choose Dovico Planning and timesheet.
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  • Profile picture of the author GuruGazette
    I'm a fan of Time Matters for client focused work. It does a great job of centralizing and organizing all project plans, notes, calls, meetings, contracts, email, invoices etc for each client and projects.

    I used Gold Mine years ago for sales-centric client work but back then it couldn't handle my email volume. Excellent for automation though.
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  • Profile picture of the author cjseven
    I'm building my own project management software.

    ToDo List
    Project List
    Event / Milestone Calendar
    Business Models and Goals
    Contacts
    Assets and Money
    * Tool List
    * Web Accounts
    * Domain Basket
    * Money In / Money Out
    * Ideas Incubator

    Also features custom charts and reports.

    Some modules have relations between them. Per example, Task from ToDo List are could be associated to one project and projects could be associated to one business model.

    However it doesn't include email features. This mean I still need Outlook or thunderbird.

    I'm still developing / testing (it never ends ).

    Small video:
    2011-02-24_0227 - AntonioAlmeida's library
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  • Profile picture of the author mike52683
    I use Batchbook to manage my client and outsourcing communications.

    Lots of cool features and I believe they offer a free trial.

    Hope this helps.

    Good luck with your time management!

    Mike
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