{"id":4053,"date":"2024-10-21T17:00:00","date_gmt":"2024-10-22T00:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=4053"},"modified":"2025-08-08T05:03:21","modified_gmt":"2025-08-08T12:03:21","slug":"digital-marketing-agency-project-management-software-quest","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/digital-marketing-agency-project-management-software-quest\/","title":{"rendered":"Chasing Productivity: A Digital Marketing Agency&#8217;s Quest to Find the Right Project Management Software"},"content":{"rendered":"<p><em>This post is from Ericka Marett, a project manager with <a href=\"https:\/\/www.adherecreative.com\/\">Adhere Creative<\/a>. Here\u2019s her story about finding the right <a href=\"https:\/\/clickup.com\/blog\/free-project-management-software\/\">project management software<\/a> for their digital agency! Go here to learn about how ClickUp can help your <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6328250264471-How-to-use-ClickUp-for-a-Digital-Agency\">digital marketing agency<\/a>.<\/em><\/p>\n<p><span style=\"font-weight: 400;\">Anyone who has experienced agency life knows that a good <a href=\"https:\/\/clickup.com\/blog\/tag\/marketing\/\">marketing<\/a> <a href=\"https:\/\/clickup.com\/blog\/marketing-project-management\/\">project management system<\/a> can make or break a project. And though the issues agencies encounter when managing clients may be similar, the ideal solution will depend on their unique needs. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Over the years, our needs evolved, leading to frustration over some of the limitations we encountered with what we\u2019d always used. So, we began our quest: we took a step back, rolled up our sleeves, and the great <a href=\"https:\/\/clickup.com\/blog\/best-marketing-project-management-software\/\">project management software<\/a> search commenced.<\/span><\/p>\n<h2 class=\"wp-block-heading\"><b>Starting Our Journey<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Our agency, <a href=\"https:\/\/www.adherecreative.com\/\">Adhere Creative<\/a>, used Basecamp for about 8 years, and for a long time, we loved it! It allowed us to easily communicate with clients, work on projects as a team, and keep due dates in order. However, slowly but surely we outgrew it. Though we\u2019d been building toward a change for a while, the real turning point came when we implemented <\/span><a href=\"https:\/\/www.clickup.com\/blog\/agile-project-management\"><span style=\"font-weight: 400;\">agile project management<\/span><\/a><span style=\"font-weight: 400;\">. \u00a0<\/span><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4265\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/adhere-creative-office-min-1400x799.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/adhere-creative-office-min-1400x799.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/adhere-creative-office-min-300x171.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/adhere-creative-office-min-768x438.png 768w\" alt=\"The Adhere Creative Team\" width=\"1400\" height=\"799\" \/><\/figure>\n<\/div>\n<p><span style=\"font-weight: 400;\">We closed shop for about a week and took a deep dive into sprints, Kanban boards, retrospectives, and so much more. At the end of our <\/span><a href=\"https:\/\/agencyagile.com\/\"><span style=\"font-weight: 400;\">week intensive<\/span><\/a><span style=\"font-weight: 400;\">, we emerged a lean, mean fighting machine lead by yours truly, the scrum master (insert evil laugh.) Though we saw a pretty significant increase in our efficiency after implementing Agile, we quickly realized Basecamp couldn\u2019t accommodate our new processes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first red flag was <\/span><a href=\"https:\/\/www.agilealliance.org\/glossary\/kanban-board\/#q=~(filters~(postType~(~'page~'post~'aa_book~'aa_event_session~'aa_experience_report~'aa_glossary~'aa_research_paper~'aa_video)~tags~(~'kanban*20board))~searchTerm~'~sort~false~sortDirection~'asc~page~1)\"><span style=\"font-weight: 400;\">Kanban<\/span><\/a><span style=\"font-weight: 400;\">. If you\u2019re not familiar with Kanban, imagine a chalkboard divided into several columns that represent phases of a project, such as in progress, client review, and completed. All projects are moved across this board to visually represent the progress of the entire agency. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Unfortunately, <a href=\"https:\/\/clickup.com\/compare\/basecamp-vs-clickup\">Basecamp<\/a> couldn\u2019t accommodate this type of structure, so while we were working on projects in Basecamp we were \u201cmoving\u201d projects on a makeshift Kanban we built in Excel. As you could imagine, it was a mess. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Simply put, we outgrew Basecamp. The platform is simple to use and cost-effective for a budding agency, but as we evolved, it only held us back. As Basecamp created more problems than it solved, it became apparent to everyone on the team that we needed a new project management platform\u2014and fast. <\/span><\/p>\n<h2 class=\"wp-block-heading\"><b>Making a List, Checking it Twice <\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There are hundreds of project management platforms available, and the thought of sifting through them all to find the perfect fit was daunting. So, like any good project manager, I began the task by making a checklist.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For a few weeks, I observed the agency and made a list of all the project management-related problems I noted. Over time, a pattern emerged. I identified about 15 core problems and matched them with project management solutions. Looking back, the items that made it on the list seem obvious, but for months we only saw the problems and not the solutions that could fix them. Here\u2019s a preview of my list: <\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.clickup.com\/general\/board-view\"><span style=\"font-weight: 400;\">Visually show task status (Kanban)<\/span><\/a><\/li>\n<li><a href=\"https:\/\/docs.clickup.com\/general\/subtasks-in-list-and-board-view\"><span style=\"font-weight: 400;\">Create subtasks and co-assign them<\/span><\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/integrations\"><span style=\"font-weight: 400;\">Slack, Dropbox, and Google Suite integration<\/span><\/a><\/li>\n<li><a href=\"https:\/\/docs.clickup.com\/getting-started\/how-to-mention-or-tag-your-team-members\"><span style=\"font-weight: 400;\">@ mentions within a task <\/span><\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/dates-and-times\"><span style=\"font-weight: 400;\">Task start and end dates <\/span><\/a><\/li>\n<li><span style=\"font-weight: 400;\">File storage within the platform<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Email notifications<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Client integration<\/span><\/li>\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6311703331479-Search-for-items-in-ClickUp\"><span style=\"font-weight: 400;\">Easy search of all projects and communication<\/span><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Task search by client, assignee, and date<\/span><\/li>\n<li><a href=\"https:\/\/clickup.com\/reporting\"><span style=\"font-weight: 400;\">Workload capacity data<\/span><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Gantt chart capabilities <\/span><\/li>\n<li><a href=\"https:\/\/clickup.com\/time-tracking\"><span style=\"font-weight: 400;\">Time tracking integration <\/span><\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/multiple-assignees\"><span style=\"font-weight: 400;\">Multiple assignees per task <\/span><\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/recurring-tasks\"><span style=\"font-weight: 400;\">Recurring tasks<\/span><\/a><\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\"><b>Speed Dating <\/b><\/h2>\n<p class=\"has-text-align-center\"><iframe loading=\"lazy\" class=\"giphy-embed\" src=\"https:\/\/giphy.com\/embed\/xT5LML836PvlBIRG4E\" width=\"480\" height=\"362\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">After the list was created and agreed upon, I moved forward with finding project management software candidates\u2014or as I like to call it, speed dating. With hundreds of options to pick from, these platforms only had a few minutes to keep my interest before I moved them to the no pile. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">I started the process by searching for \u201c<a href=\"https:\/\/clickup.com\/blog\/best-marketing-project-management-software\/\">agency project management platforms<\/a>.\u201d The quick no\u2019s were any software that required a long and expensive customization process, like JIRA and Kantata (formerly Mavenlink). Next, I knocked platforms off the list if they fell short of the features that Basecamp offered because that felt like taking a step backwards. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">After a few days, I had a list of about 10 platforms, which was still too large. So from there, I scoured the internet for every blog, podcast, and hieroglyphic I could find related to other agencies discussing their project management platform experiences. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not surprisingly, I found a lot of other people disappointed with Basecamp, but I was able to narrow the list down to a promising group of five: ClickUp, <a href=\"https:\/\/clickup.com\/compare\/asana-alternative\">Asana<\/a>, DoInbound, <a href=\"https:\/\/clickup.com\/compare\/teamwork-vs-clickup\">TeamWork<\/a>, and <a href=\"https:\/\/clickup.com\/flow-alternative\">Flow<\/a>. <\/span><\/p>\n<h2 class=\"wp-block-heading\"><b>The Final Five<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">With my list in one hand and coffee in the other, I started scheduling <a href=\"https:\/\/clickup.com\/webinar\">demos<\/a>. Every platform gave me their song and dance, but ultimately it came down to which service provider would fulfill my original list of 15 requirements. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">DoInbound was a quick cut. At first, the platform sounded like a perfect fit. They created an <a href=\"https:\/\/clickup.com\/blog\/agency-project-management\/\">agency project management<\/a> platform specifically for HubSpot\u2019s inbound marketing funnel, and as an inbound agency, we were sold. But without the flexibility to integrate Agile components into the platform, it was a no-go. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">I was excited to learn more about Asana because they had great reviews. What I was not excited about was being blown off. After emailing and calling several times with no answer, they finally informed me that our agency was too small for a live demo and pushed me in the direction of their resource center instead. If the demo experience was any indication of what customer support would be like, I was out. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">TeamWork and Flow were great options. They fulfilled most of the items on my list, but there was one contender that far outshined the others: ClickUp. \u00a0<\/span><\/p>\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/marketing-agency-software\/\">Marketing Agency Software<\/a><\/em><\/strong><\/p>\n<h2 class=\"wp-block-heading\"><b>Why ClickUp?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If ClickUp were a person, we would be best friends. I could write pages upon pages about ClickUp. But since you\u2019re probably not a project management nerd like me, I\u2019ll save you from the bore. I highly recommend ClickUp if you are an agency, are outgrowing your current platform, or project manage using Agile. Here\u2019s why:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>1.<\/strong> One of the biggest reasons we love ClickUp is <strong>the limitless ability to sort, filter, and group.<\/strong> We have a constantly evolving list of clients, and each client has a large list of projects with tasks a mile long. ClickUp allows you to sort by client, project, tasks, subtasks, assignee, due date, and status. <\/span><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4055\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image1-1400x689.png\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image1-1400x689.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image1-300x148.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image1-768x378.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image1.png 1420w\" alt=\"sorting in ClickUp\" width=\"800\" height=\"395\" \/><\/figure>\n<\/div>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>2. We FINALLY have a <a href=\"https:\/\/clickup.com\/blog\/kanban-board-examples\/\">Kanban board<\/a>!<\/strong> \u00a0ClickUp has a \u201cBoard\u201d view, which we have adjusted to reflect task statuses. We can now visually move tasks along the Kanban board every morning at our check-in meetings. We\u2019ve taken our project management to an entirely new level. <\/span><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4058\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image3.png\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image3.png 1428w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image3-300x148.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image3-768x378.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image3-1400x689.png 1400w\" alt=\"Board view in ClickUp\" width=\"830\" height=\"409\" \/><\/figure>\n<\/div>\n<p><span style=\"font-weight: 400;\"><strong>3. ClickUp updates more than Google\u2019s algorithm.<\/strong> Which, for once, is a good thing. During the demo process, I was told that ClickUp has developers in almost every time zone so they can quickly fix, update, and improve the platform. If there\u2019s something you want to be added to ClickUp, they are more than happy to add it to the list. <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>4.<\/strong> <strong>The inside of ClickUp tasks is a project manager\u2019s dream.<\/strong> Task instructions, files, conversations, start and end dates, time estimates, time tracking, and dependencies all have their own place, which makes project managing more efficient. <\/span><\/p>\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4059\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image4.png\" sizes=\"auto, (max-width: 1419px) 100vw, 1419px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image4.png 1419w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image4-300x139.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image4-768x356.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/image4-1400x648.png 1400w\" alt=\"Task in ClickUp\" width=\"1419\" height=\"657\" \/><\/figure>\n<p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 class=\"wp-block-heading\"><b>Getting Started<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If you\u2019re looking for a new project management platform, I highly suggest starting the same way I did: by making a list of wants. After the initial list is created, categorize these items by must-haves and nice to have. In an overcrowded industry, the must-haves will help you to quickly knock project management platforms off the list. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">But, ultimately, nothing will help you make a decision better than digging in and getting your hands dirty. Try to secure a free trial before committing to a year-long contract and test the platform. While you\u2019re digging around, ask yourself a few questions:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Does this platform fit our current process? Or would it need to change?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Will this platform create more problems than it solves?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How quickly can my entire team get up and running? <\/span><\/li>\n<li><span style=\"font-weight: 400;\">Is the platform intuitive or will we need a mile-long user guide?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How fast does customer support respond?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Does this platform fit the needs of my entire agency or just one department?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How often does this platform update or improve?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Answers to these questions can be very telling. I also recommend testing one client before moving all projects into your new platform. Testing the hand-off between your project management, design, content, and account director teams can also help to determine if the day-to-day use of the platform will fit your needs. <\/span><\/p>\n<p class=\"has-text-align-center\">\u2014<\/p>\n<p><b>Ericka Lewis Marett<\/b><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"alignleft is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4061\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/download-150x150.png\" alt=\"\" width=\"126\" height=\"126\" \/><\/figure>\n<\/div>\n<p><span style=\"font-weight: 400;\">As the Project Manager for <\/span><a href=\"https:\/\/www.adherecreative.com\/\"><span style=\"font-weight: 400;\">Adhere Creative<\/span><\/a><span style=\"font-weight: 400;\"> Ericka Marett leads her clients and team towards inbound marketing success. When not creating project plans, she can be found recreating Master Chef in her kitchen.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This post is from Ericka Marett, a project manager with Adhere Creative. Here\u2019s her story about finding the right project management software for their digital agency! Go here to learn about how ClickUp can help your digital marketing agency. Anyone who has experienced agency life knows that a good marketing project management system can make [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":32538,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[756,312],"tags":[292,18,291,154,67,29],"class_list":["post-4053","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-project-management","tag-creative","tag-design","tag-digital","tag-marketing","tag-team","tag-team-collaboration"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/10\/quest-for-PM-software.png","author_info":{"display_name":"_no-author","author_link":"https:\/\/clickup.com\/blog\/author\/no-author\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Chasing Productivity: A Digital Marketing Agency&#039;s Quest to Find the Right Project Management Software | The ClickUp Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/digital-marketing-agency-project-management-software-quest\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Chasing Productivity: A Digital Marketing Agency&#039;s Quest to Find the Right Project Management Software | The ClickUp Blog\" \/>\n<meta property=\"og:description\" content=\"This post is from Ericka Marett, a project manager with Adhere Creative. 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