What is good task management software for Offline clients?

41 replies
Starting to get too many clients and starting to outsource more work lately. I have used basecamp before but looking for something similar and free or low cost. Something that I can use to track my clients accounts, results and set up daily tasks for my team. What are you using or would suggest Warriors?
#clients #good #management #offline #software #task
  • Profile picture of the author iAmNameLess
    I use collabtive. It's much smaller, open source, free, install on your own server. I like it because I'm not spending too much time on project management.
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  • Profile picture of the author Gatsby
    If you have the time, then yeah install a open-source system. I have used projectfork/joomla and it looks almost identical to basecamp.

    What I am using myself, is merlin for macintosh - however this is a pro level PM system similar to MS Project on windows. Task managements systems tend to be like a ticket system.

    I use a gantt chart that has project, sub-projects and tracks the time/cost on every system-subsystem-process-tasks; and all the resources attached to each.

    When you have TONS of different processes going on, you need to be able to visualize this. In a true PM system you can create a project with all the details needed to work on one sub-system and its processes. You can then import all of those into a primary project.

    I know that sounds vague or techy; but if you are getting up into very large amounts of projects/clients; you really might be looking to invest in something more robust or find someone who does use this kind of system. I know that MS Project is like $800, and Merlin is about half that or so. But it is not really the program and application that does the work, it is understanding project management itself. These tools like base-camp are just tools that compliment the idea.

    The main book on using PM is the PMBOK or Project Management Body of Knowledge; which I think you could find floating around somewhere, or buy it for about $250. And its a sleeping pill level read. But if you get the ramifications of what it is spelling out; it is worth gold.

    For instance, there are nine clear areas of knowledge you are looking to manage.


    Project Integration Management
    Project Scope Management
    Project Time Management
    Project Cost Management
    Project Quality Management
    Project Human Resource Management
    Project Communications Management
    Project Risk Management
    Project Procurement Management

    These all have to be paid attention to constantly and in concert with each other. And seriously this can mean nothing more than a little time to each with one person at a home office or huge departmental teams assigned to each area. So, even though these things are written for corporate cultures; it still exists at small levels whether you like it or not.

    I only point that out, because at a small level anyone can just push their way through using a task manager and some constant email communications to get some jobs done; but when things really get rolling - managing these areas will save you a ton of headaches later down the road.
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  • Profile picture of the author sdentrepreneur
    Thanks guys, not looking for anything to crazy. Just need to be more organized with my clients, billing and keeping appointments. It's either that or hire a cute brunette to be my personal assistant..haha
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  • Profile picture of the author maxrezn
    I use BaseCamp and Freshbooks.

    Saves me hours each day.
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  • Profile picture of the author sdentrepreneur
    What do you think of ZoHo Projects?
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    • Profile picture of the author GuerrillaIM
      What do you think of ZoHo Projects?

      I use it and actually really like it. The nice thing about it is I also use the crm and tie contractors emails into it so I can keep an eye on everything and all communications are logged.

      I am tempted to move t a free system but after learning this platform I am reluctant to move as it works really well.
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    • Profile picture of the author DaniMc
      Originally Posted by sdentrepreneur View Post

      What do you think of ZoHo Projects?
      I'm using ZoHo CRM and love it so far. It is very powerful and customizable. I sprung for the Enterprise version. I haven't dove into Project yet with ZoHo, but I imagine it is just as good. Even better, it integrates with the CRM so keeping track of recurring billing, products, and invoices would be a snap.

      It has automated workflows, so that if one action takes place (like you make a sale) a whole string of events can be kicked off.
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  • Profile picture of the author stanigator
    Originally Posted by sdentrepreneur View Post

    Starting to get too many clients and starting to outsource more work lately. I have used basecamp before but looking for something similar and free or low cost. Something that I can use to track my clients accounts, results and set up daily tasks for my team. What are you using or would suggest Warriors?
    Depends on what you're looking for. Have you looked at either Asana (started by Facebook co-founder Dustin Moskovitz) and Trello (started by Joel Spolsky, founder of Stackoverflow)?
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    • Profile picture of the author jayspann
      Originally Posted by stanigator View Post

      Depends on what you're looking for. Have you looked at either Asana (started by Facebook co-founder Dustin Moskovitz) and Trello (started by Joel Spolsky, founder of Stackoverflow)?
      I use both of these (trello for personal stuff) (Asana for business team)....

      Both are great web apps

      Jay
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  • Profile picture of the author bradstern
    I use a combination of Basecamp & Google Docs (for collaboration), Time Doctor (for time tracking) and Skype (for communication).

    This combination works well for us.
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  • I used Basecamp before. I found it got REALLY messy and disorganized. Too many discussion threads and all the uploads really crowded the page. There's a free basecamp-like software at freedcamp.com

    Now I just use Google Docs / Calendar for everything. I love it.
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    • Profile picture of the author Peterson1972
      Todoist, the only task manager to support HTML5 and offline access at the moment, check out what TechCrunch wrote /2012/08/02/task-manager-todoist-receives-a-major-html5-update/

      They also have a sister collaboration tool called Wedoist
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    • Profile picture of the author Peterson1972
      Todoist, the only task manager to support HTML5 and offline access at the moment, techcrunch[dot]com/2012/08/02/task-manager-todoist-receives-a-major-html5-update/

      They also have a sister collaboration tool called Wedoist
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    • Profile picture of the author brettlevert
      Check out podio.com its free and you can customize it to be exactly what you need.

      We use it for everything. Sales, projects, accounting and invoices.
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  • Profile picture of the author GobBluthJD
    I've been using google docs and basecamp. But I want something with more power. I'm so used to client-management software that I use in my law practice, but I can't find something similar for IM/Design/Online work.

    If I had any coding brains, I'd build a site
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  • Profile picture of the author iaeo
    What features would you want to see in a CRM/task management software that you're not getting right now?
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  • Profile picture of the author Maui Joe
    i like freedcamp.com and asana.com
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  • Thanks for sharing Asana. Looks like a great tool! I'll be playing with it tonight.
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  • Profile picture of the author milind0x
    For an offline client have a look at karm.amved.com. I just released this open source project. Although still in Alpha stage, you can customize it by writing macros and extensions and mine task data the way you want it to.
    I have plans to have cloud planning and sync capabilities in the future as an extension to it.
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  • Profile picture of the author JudithRussel
    Trello is by far the best task management software around. It is free, fast, functional and visual. Watch their YouTube video. Also, you never have to download a thing.
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  • Profile picture of the author peakitde
    Check out this. i think this is best for you.
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    • Profile picture of the author jessiem
      I use Basecamp too. I paired it with Dropbox, Jing, Skype and Time Doctor for time tracking.
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  • Profile picture of the author OutsourceFactor
    I use basecamp and then figured that I spend more time on my phone than on my notebook so I use Astrid most of the time these days. Sounds strange but it works for me. I can have several lists for myself or for my team. I could also post pics of whatever is needed on a task and then add my team to it. It's not stressful to work on too because of the cartoon-like background. I like it. Google docs is alright for me too.
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  • Profile picture of the author PatrickIcasas
    EasyProjects is another good alternative if you have a bit of leeway with your budget. It's entirely web-based and they have excellent online collaboration tools if your team is working in different locations. They're coming out with a mobile app in the next month or so too.
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  • Profile picture of the author hypnoman
    James,

    We use Basecamp too - love 37signals solutions.

    But for free or lower cost options, I looked at Podio and freedcamp. I'd love to spend more time playing with podio...to unearth its uses.
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  • Profile picture of the author kylemarvin
    Thanks Maui Joe for sharing Asana. It appears to be just what I've been looking for. For anyone who wanted to see the product:

    Asana: the modern way to work together - YouTube
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    kylemarvin.com

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    • Profile picture of the author sethczerepak
      I'm working with my programming team to create something especially for IMers and marketing consultants who manage outsourced teams. I'm building it to work inside WordPress multisite with buddypress, integrating Google docs, paypal for invoicing and accounting, FB, Twitter and LinkedIn for connecting. It's going to be several months in development but I'm collecting beta testers if anyone is interested, PM me.
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  • Profile picture of the author Matten
    use live help now or zazachat, they offer all you need for best call back ticketing support knowledge. chat also .
    live translation with customers from both side, its free trial 30 days. try it
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  • Thanks for all the useful links guys. Been looking to take my project management to the next level. So far I've only been keeping track on my own work and hours, but as things grow I'll be looking to bring in some help (i.e outsourcing tasks), thus the need to coordinate other people... Def. looking for something simple and free at the moment, but scalability is nice.
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  • Profile picture of the author Vince Caso
    I'm trying to find a project management utility that allows me to create "templates", like for a specific marketing package (as I sell all of my services in package deals).

    I don't need to create each new project from scratch and have each one be some custom solution. I'd like to be able to load up a "project template" that I've designed and that already contains all of the tasks that need to be done over a given time frame, and have the ability to have staff assigned to specific sections of any given project.

    Does anyone know a utility that does this? I've already spoken with the folks over at BaseCamp and, while I'm sure it's a great service, it doesn't support this functionality.

    Basically, I'm going for as hands-off as possible. If I have to remember to build out the entire project from scratch each time I take on a new client, and set new tasks to do day in and day out, it turns into a lot of time sucked up by that utility.
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  • Profile picture of the author Vince Caso
    As a note for anyone looking for functionality similar to what I mentioned above, http://howtracker.com is a pretty solid solution. And, it's free.

    Best,
    Vince
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  • Profile picture of the author adam7181
    Team Task Manager will work. Works well in a offline/online environment. Plus it's very intuitive and there is no learning curve. Free for 2 users -
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  • Profile picture of the author sdentrepreneur
    Yes, I ended up with paid version of Zoho, liking it so far. Thanks for all the advice and input my friends. You all rock !!
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  • Profile picture of the author deskstuffed
    I recommend teamworkpm.net and Google Docs.

    These are the tools I'm using to keep track of all my clients' projects.
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  • Profile picture of the author kazim
    I use trello. It helps me to get traffic in online.
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  • Profile picture of the author brik2500
    This one I've used and it works pretty well, you can add users as you go

    and it's pretty intuitive.

    5pm - Project management software, online collaboration and time tracking


    Check it out!
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  • Profile picture of the author Lana Holmes
    In case you change your mind about Zoho - Teamlab is very good, absolutely free (with only one restriction - 1 GB of storage space) and have the special module for exporting Basecamp data (URL and API).
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  • Profile picture of the author loyaanderson
    Why choosing software for offline, online software are free and it is easy to use.
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