Project Management in Digital Campaigns: 8 Tools and Tactics for Success

Key takeaways

1. Project management tools help to centralise communication, decrease misunderstanding, and expedite cross-team cooperation.
2. While ClickUp and Asana excel at precise task management and workflow automation, Hootsuite and Mailchimp are better at managing specialised areas like social media and email marketing.
3. To improve productivity, prioritise clear work assignments, employ automation capabilities, and check in with your team on a regular basis to verify the tool is being used properly.

A variety of obstacles might arise throughout digital initiatives and campaigns, affecting their performance. In many circumstances, using a project management application might help to smooth things out.

One of the most significant difficulties is the complexity of coordinating across several teams, platforms, and channels. When several stakeholders are involved in a campaign (for example, designers, marketers, and developers), confusion and delays may occur. However, project management technologies enable stakeholders to communicate about their work, provide updates, and alter timeframes as necessary.

There is also the difficulty of assessing and evaluating the effectiveness of digital campaigns. With so many variables to watch across several platforms, it can be tough to interpret the data and extract useful insights. Project management solutions enable you to integrate data from many sources into a unified reporting structure, allowing you to correctly evaluate performance and improve future campaigns.

Client expectations and real-time input can sometimes complicate projects, resulting in last-minute or unanticipated modifications. This might be stressful, but project management solutions provide a feedback loop and real-time communication among stakeholders, allowing campaigns to be altered as rapidly as feasible.

Project management systems address many of the issues that arise during digital campaigns by centralising communication, tasks, feedback, and resources. This article will look at eight prominent tools and provide advice for good project management.?

Continue reading to learn how to improve teamwork, prevent misunderstanding, measure progress, integrate data, establish automations, and successfully manage client expectations.

8 tools for project management

There are several project management software on the market, each with distinct capabilities customised to certain company requirements. The optimal tool for your organisation will be determined by team size, project complexity, and marketing goals.?

Whether you're seeking for improved collaboration, thorough data, or automation, choosing the proper tool may make a big impact in your campaign's outcome. Let's look at a few now:

ClickUp

ClickUp is known for its adaptability, including workflow automations, real-time statistics, and customised templates. It seamlessly interacts with over 1,000 applications, making it ideal for managing whole marketing campaigns.

ClickUp is especially useful for teams handling large projects that demand precise task management and collaboration. It's best suited for marketing, IT, and creative projects that need monitoring various tasks, deadlines, and workflows. While it's a great tool for small to medium-sized teams, bigger businesses may benefit from the extra security and customising options available in higher-tier contracts.

ClickUp has many price options to fit various business sizes and needs:

• The Free Forever Plan is great for freelancers and small enterprises, as it includes unlimited users, tasks, and projects with basic features.
• The Unlimited Plan costs $7 per user each month (paid yearly) and is ideal for developing small enterprises, with features such as limitless storage and connectors.
• The Business Plan ($12 per user each month) is ideal for medium-sized teams, as it includes sophisticated capabilities such as deadlines and workflow management.
• For bigger businesses, the Business Plus ($19 per user per month) and Enterprise (custom pricing) subscriptions provide further customisation and security capabilities including API access and HIPAA compliance.

Businesses should use ClickUp's customisation features, such as automations and custom fields, to build processes to their team's unique requirements.?

However, be prepared for a learning curve; the platform's numerous capabilities may appear daunting at first. Furthermore, to improve communication, consider combining it with third-party communication platforms, as ClickUp's inherent collaboration features may not be adequate for many teams.

HubSpot

ClickUp is a dedicated project management solution, but HubSpot is not. This tool primarily manages customer interactions, marketing automation, and sales processes. However, it may also be used for projects related to customer-facing operations, such as marketing campaigns or sales efforts.

HubSpot, a sophisticated CRM (customer relationship management) platform, excels in tracking marketing campaigns and analytics, with capabilities such as dynamic personalisation and omnichannel automation. It's great for companies that want complex marketing automations.

HubSpot is ideal for small to medium-sized organisations looking to expand rapidly and enhance their customer lifecycle management. Its adaptability makes it perfect for projects across sales, marketing, and customer service. It provides capabilities for email marketing, pipeline management, customer support, and ticketing.

HubSpot provides a variety of price options customised to different company requirements:

• The Starter package begins at $20 per month and is ideal for small organisations seeking basic sales, marketing, and CRM solutions.?
• The Professional plan, priced at $890 per month, includes advanced features like marketing automation, custom reports, and more detailed analytics, making it ideal for growing mid-sized businesses.?
• For large businesses, the Enterprise package begins at $3,600 per month and includes top-tier features such as comprehensive reporting and predictive lead scoring.

To get the most out of HubSpot, invest effort in properly configuring its automation and CRM tools. For more expert users, the platform's higher-tier subscriptions provide extensive personalisation choices, although they can be difficult to master. HubSpot has extra fees for onboarding at the Professional and Enterprise tiers, so be aware of these expenses as you grow.

Hootsuite

Hootsuite is a social media campaign management solution that simplifies content scheduling, monitoring, and analytics across several social networks. It's great for managing several accounts, but lacks complex project management tools.

Hootsuite provides three major subscription plans:?

• The Professional package is ￡89 per month (paid yearly) and offers one user with access to ten social media accounts, unlimited post scheduling, and analytics.?
• The Team plan is priced at ￡249 a month and allows up to three people to manage 20 social profiles. It includes capabilities such as automatic link tracking and shared social content calendars.?
• The Enterprise unique plan, with unique pricing, is designed for bigger teams and covers up to five people. It includes sophisticated features such as user permissions, approval procedures, and campaign planning.

Hootsuite is ideal for small to medium-sized organisations and agencies that manage several social media accounts and require effective content scheduling and engagement tools. It's especially useful for organisations working on social media management initiatives such as content generation, audience interaction, and advertising campaigns on platforms like Facebook, Instagram, and LinkedIn.

To get the most out of Hootsuite, use its connectors with Canva and Grammarly to improve content production and management. Use its powerful statistics to monitor success and improve your social media strategy.?

While Hootsuite has many features, some of them, such as sophisticated listening and reporting, need add-ons or higher-tier plans. Consider starting with a 30-day free trial to identify the best package for your requirements.

Asana

Asana is a popular and user-friendly platform that lets teams arrange work, create timetables, and measure progress. It is perfect for campaign coordination and managing numerous projects simultaneously.

Asana is suitable for enterprises of all sizes, but it excels for mid-sized to big teams that manage complicated processes and cross-team projects. It works especially well for projects that require thorough task monitoring, reporting, and coordination among many departments, such as marketing, IT, and product development.

When utilising Asana, you must use its automation tools and custom processes to streamline your project management. The platform's user-friendly design makes it simple to onboard new team members, but as your projects become more complicated, Asana's sophisticated capabilities, such as rule-based automation and task management, become essential.?

Asana has many subscription plans:?

• The Personal plan is free and ideal for individuals or small teams of up to ten people. It includes fundamental features such as task management, board views, and limitless projects.?
• The Starter plan costs ￡9.49 per user per month (paid yearly), and it includes sophisticated features such as deadlines, workflow automation, and reporting, making it suitable for developing teams.?
• The Advanced plan, which costs ￡20.99 per user per month, provides portfolio management, workload views, and sophisticated connections with applications such as Salesforce and Adobe Creative Cloud, catering to bigger teams and complicated projects.?
• For businesses that want greater customisation and security features, the Enterprise plan provides customisable pricing with SAML, data export, and HIPAA compliance.

1. Teamwork

Teamwork distinguishes itself with its flexibility in data storage, making it perfect for teams that must comply with foreign data protection standards. It also provides effective customer assistance and resource management.

Teamwork provides many subscription plans:?

• The Free Forever plan is ideal for small teams, since it provides essential project management functionality for up to 5 users and two active projects.?
• The Deliver plan costs ￡10.99 per user per month (paid yearly) and is intended for small and medium-sized enterprises, with features such as 100GB of storage and up to 300 projects.?
• The Grow plan costs ￡19.99 per user each month and provides bigger teams with 250GB of storage, sophisticated reporting, and up to 600 projects.?
• The Scale plan (￡54.99 per user per month) offers advanced capabilities such as resource scheduling, profitability management, and custom reporting.

Teamwork is appropriate for both small and large enterprises, especially those that handle client work, such as agencies, consultancies, and creative teams. It is ideal for projects requiring thorough job monitoring, time management, and cross-team cooperation. Its capabilities, including time tracking, project templates, and resource management, make it excellent for handling complicated client projects.

To get the most out of Teamwork, use its customisation features, such as generating custom fields, templates, and automations to expedite workflows. The platform's enormous customisable choices might be intimidating, so it's important to establish clear protocols from the beginning to avoid distractions.

Basecamp

Basecamp, known for its simple and user-friendly interface, offers project management and team collaboration capabilities. This is an excellent option for small to medium-sized teams seeking a centralised platform.

Basecamp is best suited for teams working on projects that value communication and collaboration above extensive task management tools. Creative teams, marketing departments, and consultancies may all benefit from its ease.

Basecamp provides two major subscription plans:?

• The Basecamp Personal plan is free and aimed at freelancers, entrepreneurs, and small teams. It contains important project management tools such as message boards, to-do lists, and 500MB of storage.?
• The Basecamp Pro Unlimited subscription is $299 per month (or $349 invoiced monthly) and includes unlimited users, projects, 5TB of storage, real-time chat, and 24/7 support. This flat pricing approach is cost-effective for bigger teams, as it covers the entire organisation without per-user expenses.

Basecamp's real-time communication capabilities, such as Campfire (instant chat) and message boards, may help keep everyone on the same page. While the platform is user-friendly, it lacks complex capabilities such as Gantt charts and resource management. If these features are required, third-party integrations should be considered.

Mailchimp

Mailchimp is a popular platform for email marketing campaigns, including drag-and-drop builders, templates, and statistics. While it excels at email marketing, it has limits with complex segmentation and reporting.

Mailchimp is best suited for small and medium-sized enterprises, particularly those who rely on digital marketing and email campaigns. This platform is popular among marketing teams, eCommerce organisations, and agencies due to its effectiveness in email marketing, client segmentation, and automation.

When utilising Mailchimp, keep a close eye on your contact lists, since cost can quickly climb with a high number of contacts, especially if unsubscribed contacts are included. Mailchimp interacts with over 300 applications; however, complex capabilities such as multi-step automations may require upgrading to higher-tier accounts.

Mailchimp provides four major subscription plans:?

• The Free plan is ideal for individuals or businesses, since it includes basic email marketing capabilities for up to 500 contacts and 1,000 monthly email sends.?
• The Essentials plan starts at $13 per month and includes additional capabilities such as A/B testing, email templates, and support for up to 50,000 contacts.?
• The Standard plan starts at $20 per month and is tailored to bigger enterprises, with sophisticated automations, better reporting, and support for up to 100,000 contacts.?
• Premium plans start at $350 per month and include priority assistance, extensive segmentation, and limitless audiences.

1. Trello

Trello is a visual project management solution that uses boards and cards to organise tasks and workflows. Trello is ideal for teams who prefer a visual approach to project tracking. The four primary subscription plans are as follows:

• The Free plan is great for individuals or small teams just getting started, since it includes up to 10 boards per workspace, unlimited cards, and basic task management tools.?
• The Standard plan is $5 per user per month (paid yearly) and includes features such as limitless boards, advanced checklists, and 250MB file attachments, making it ideal for small enterprises.?
• The Premium plan ($10 per user each month) features timeline and dashboard views, Gantt charts, and better security, making it ideal for growing teams.?
• The Enterprise package costs $17.50 per user per month (minimum of 25 users) and is ideal for bigger businesses with enhanced admin controls and security.

Trello is ideal for small to medium-sized enterprises and teams searching for a user-friendly, graphically appealing project management application. Kanban-style task tracking is particularly useful for initiatives like marketing campaigns, creative endeavours, and team collaborations that require clear visual management.

To get the most out of Trello, start with the free plan and then explore the power-ups (integrations) that increase its features. If your team needs more sophisticated features such as automation and reporting, subscribing to the Standard or Premium subscriptions will enable such possibilities. Trello may not offer as much functionality as its competitors, making it best suited for smaller project management requirements.

Our best tips for using project management tools

Several best practices can help you achieve easy cooperation and effective development in your digital initiatives. Before you go in, consider the following tactics:?

1. Centralise communication:? Use your project management platform to consolidate all messages into one spot. Instead of using separate email threads or messaging applications, use the platform's built-in chat, comments, and message boards to keep talks about specific tasks or projects organised and available to the whole team.
2. Use templates for efficiency: Many project management solutions include templates for repeated activities or workflows. Create and use templates for routine procedures, such as starting a digital marketing campaign or onboarding a new customer, to save time and ensure consistency.
3. Prioritise task assignments and establish clear deadlines: Assign defined duties to team members and establish clear deadlines to guarantee responsibility. Most project management software lets you track progress, which makes it easy to spot bottlenecks and shift jobs as needed.
4. Utilise automation features: Use automation features to decrease manual effort. Set up automations, for example, to shift tasks to the next step when one is done, or to send out reminders about forthcoming deadlines. This can assist to simplify procedures and increase efficiency.
5. Encourage regular check-ins: You may schedule regular check-ins or stand-up meetings using the tool's calendar or scheduling tools. This keeps everyone on track, allows for fast modifications, and ensures that the team stays focused on the project's goals.
6. Timebox non-traditional tasks: Keep the team engaged and disciplined throughout the day by timeboxing even the most routine tasks, such as answering emails or monitoring social media.
7. Use gamification: Make project milestones or little chores into games. Give points, badges, or modest awards to team members who meet certain targets, fostering a pleasant, competitive environment.
8. Embrace "unplanning": Put unstructured time on your project calendar. Allow team members to concentrate on creative thinking, problem solving, or acquiring new skills without the strain of deadlines.

The essential strength of these instruments rests not in their functionality, but in how they are applied. By carefully incorporating project management software into your workflow, you can build a culture of collaboration, agility, and creativity.?

The goal is to continually improve how you and your staff interact with these platforms. Experiment with automations, push the boundaries of customisation, and make data-driven changes as you go. The appropriate tool isn't just a static answer, but a dynamic collaborator in your continual quest for efficiency and innovation.

Contact us at purpleplanet if you need support with your project management efforts.

https://purpleplanet.com/contact/