Teamwork

The right CRM for web design teams. I have been using this platform for many years because after several tests we found it the most suitable for our team.

Maybe a bit complicated for external users (customers with who our team discusses).

I started using Teamwork more than 6 years ago and then it was probably the best solution in terms of price and features. Now I still have my account for Teamwork, but this is just one of the Project management tools I use for both my personal and business projects. Honestly, I think it is a matter of habbit now, I just got used to Teamwork. This service has a long history and most of my colleages know it well so we can easily collaborate. To be more precise, I like new design, customization options, price and free account (which more than enogh for personal use)

Most of my time in the office I do not use Teamwork (there's another corporate tool within our company). If compared I think Teawmork has much to improve for its mobile app. Another thing is security. I did not noticed any 2FA warnings when signing from new devices. That's an issue, because projects and tasks may contain some sensitive info. Teamwork should pay more attantion to is these days.

Teamwork is great for not only a team of people, but for the individual user as well. I run a small accounting business and I'm my only employee. Teamwork allows me to set up tasks and projects that are both one-off tasks and regularly reoccurring tasks. As I check off the tasks that need to be done today, I can look forward to the rest of the week and get a good reminder of what is coming up. It also allows me to invite clients into the tasks so they can see the status of where I am at in a project we have agreed upon. They can upload documents, make comments. I can use a basic time-tracking tool to make sure I'm not estimating my time spent incorrectly. The extra time I have to spend upfront to get the tasks and templates created is well worth the time when a new client comes along. I don't have to recreate the wheel, or think extra hard at remember what I did last time. I can simply apply a template of tasks for any given project that is needed and we are set and rolling! This is one of the best tools I've discovered for running my practice.

For tasks that are set as reoccurring, their display of the tasks isn't the best. I click the task as complete and it immediately populates the next instance of that task right below the one I completed. I have to pay special attention to the tasks for this reason when checking stuff off. I have often checked the next month's task off after clearing the current one. When I uncheck the following month's task as actually not completed, it does not remember the future events that were created, thus making my task list look much larger than it actually is.