top of page

Task Management Platforms - How to Choose

Many task management platforms enable you to manage your tasks effectively and efficiently by using the right tools, keeping track of your deadlines, and ensuring that you don’t miss any deadlines again. But how do you choose the right platform for you? This article will guide you in selecting the right platform for you (or your Virtual Assistant) based on your own needs and requirements.

choose a task management platform

The best part is that these applications offer a host of valuable features. Some are designed specifically for freelancers, while others are for small businesses. However, if you already have a task manager such as Microsoft Outlook or Google Calendar, there’s no need to get another one. Instead, focus on prioritizing your tasks and scheduling time on them to do everything as planned and ensure nothing remains undone. These basic practices will help streamline your productivity workflow and significantly optimize your task management process.

Task management platforms aren’t a one-size-fits-all kind of deal. Tools are built for specific needs, so it’s essential to identify what you want from your task management platform before choosing any agency. If you have multiple people working with you on projects and need tools that help keep track of their work, go with a collaborative platform. If your team is small and is used to sharing tasks via emails or Word documents, simpler single-user task management tools will do.

A time-tracking app allows you to log your daily activities and allocate tasks, allowing you to get a full view of where your day goes. It also helps you budget your time more effectively and is vital when managing multiple projects. It might not be for you if both methods are unavailable.

Don’t feel bad if you don’t know how much storage space is available on your computer. If you have a brand-new computer, chances are it has a terabyte of space; in that case, feel free to skip over these next steps. But chances are you don’t have that much space available at your disposal, so let’s check and see what we can do about it.

Drag-and-drop is a popular method used to manage tasks. The ability to drop tasks from one place in your task management tool into another makes things much simpler and easier to keep track of what needs doing, when it needs doing, by whom, and how a team member should do it. If a task management tool does not support drag-and-drop functionality, you might consider looking elsewhere for a better solution.

Whether you prefer a word processor like Microsoft Word or Google Docs, or something more visually oriented like Evernote or Trello, templates can be your best friend for organizing and planning. Templates keep tasks organized and let you see if you’re on track with your project. If possible, create a template for each of your projects to make tracking goals easier.

Make sure you set reminders on your calendar or in task management software. It will allow you to track when tasks are due and ensure that you don’t miss important deadlines.

One of the most important factors you need to consider when choosing a task management software is how it integrates with other systems. The ideal task management platform should support seamless integration with your business software. It should allow real-time updates and seamless sync across different systems. Therefore, check whether your chosen tool can integrate with other daily applications, such as Google Drive, Dropbox, Slack, and Evernote.

Don’t focus on quantity when choosing a task management software; instead, try focusing on quality. If you’re a small startup, you might not have enough budget to opt for more expensive task management software like Wrike or Asana. Instead, give Todoist, Astrid, or Evernote a chance.



Subscribe to our Virtual Assist USA mailing list

and never miss an update! Stay current with all new technologies and business tips and tricks! 

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • Grey Pinterest Icon
bottom of page