Teamwork Projects: Flexible, Robust and Effective
November 16, 2017
Teamwork Projects: Flexible, Robust and Effective
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Teamwork Projects
We use Teamwork Projects to organize and manage client work at our online marketing agency. It is the primary project management platform for our company. As part of organizing our projects and tasks we also conduct most of our client communication through Teamwork Projects. It is the central system for coordinating the work we are doing.
- We are able to manage permissions effectively at many levels where appropriate. Our clients only see the projects they are working on and different team members may have limited visibility to specific milestones and task lists.
- Task organization is very flexible with the potential to create sub tasks with all of the same functionality. Additionally, dependencies can occur at many different levels. All together we have been able to manage a wide range of types of work across many different people within the system without customization.
- The dashboard gives a good overview of all of the tasks that need to be done. It is simply organized and makes it easy to stay focused.
- The tagging functionality feels someone limited in that it must be established for the entire instance and cannot be customized at the project level.
- Categories can feel strange in that they don't seem to work the same across different elements (files, messages, tasks) and overlap oddly with tags.
- The calendar view can be tricky to filter efficiently when working with many projects.
- The notification system needs revisited. If you stay on top of it, great. But it can quickly spiral out of control and sometimes seems to completely disappear.
- Teamwork has helped us to get a better handle on all of the small steps involved in different deliverables. Being able to use a parent task with a full set of sub tasks for the individual elements makes reporting and time tracking easier to understand.
- We don't use the billing system built into Teamwork, but it looks very promising. Especially if you don't already have a system in place for billing.
- Time tracking is flexible and well integrated into the system.
We moved from TaskRay to Teamwork Projects in large part because of the total cost. By moving away from TaskRay we were able to discontinue SalesForce licences for many team members that didn't need access to CRM data. The trade off is that projects and tasks aren't integrated into the CRM, but the cost and flexibility are worth it. In going through the selection process we also looked closely at Asana and Trello, but were most impressed with the range of functionality in Teamwork Projects and have been quite happy with our selection.