Efficient and effective for a small agency
November 14, 2017

Efficient and effective for a small agency

Kelly Sobolewski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Teamwork Projects

We use Teamwork across the whole organization to manage project work flow between the accounts team and the creative team. It addresses organization and trackability of the work for client billing
  • It's really great at organizing projects into sub-categories using the milestones and tasks.
  • It's simple to track hours and assign them to tasks, which makes billing clients very simple.
  • The reminder emails are great, and help you stay on track of upcoming due dates and who's responsible for certain aspects of projects.
  • The calendar is also great for getting a top-level snapshot of all the work flowing through the company at that given moment.
  • The task functionality leaves something to be desired, and is somewhat redundant depending on your use of the milestone tool.
  • The printing format should be better for job tickets, since we still print out tickets for each job I wish there were more diverse print settings for job reports.
  • The dashboard organized chronologically isn't the best in list format, the calendar should be on the homepage.
  • I don't work in accounting, so I don't have any hard numbers. However, it has increased efficiency so I know our hours are better used.
  • It's also created more accountability among our teams, so we are able to identify if and where there is a breakdown in a project flow.
I like Teamwork better because it has more integrated functionality across all departments and provides a better top level view for people managing multiple projects and accounts. Basecamp is much more segregated in it's uses.
It's a fantastic tool for a small agency where there is no formal traffic manager. Account managers traffic projects directly to the creatives, and this tool is great for that. It allows us to stay organized, track hours, and manage projects, without getting caught up in a difficult software that would take more time away from the rest of our jobs. An easy-to-use tool perfect for small agencies!

Teamwork.com Feature Ratings

Task Management
10
Gantt Charts
Not Rated
Document Management
4
Email integration
7
Mobile Access
6
Integration with accounting software
Not Rated