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10 min read

Project Management in Digital Campaigns: 8 Tools and Tactics for Success

Key takeaways

  • Project management tools centralise communication, reduce miscommunication, and streamline collaboration across teams.
  • While tools like ClickUp and Asana excel in detailed task management and workflow automation, tools like Hootsuite and Mailchimp are best for managing specific areas like social media and email marketing.
  • To maximise efficiency, prioritise clear task assignments, leverage automation features, and regularly check in with your team to ensure your use of the tool is going smoothly.

Dig­i­tal projects and cam­paigns often come with a range of chal­lenges that can affect their suc­cess. And in lots of cas­es, prob­lems can be smoothed over by the use of a project man­age­ment tool.

One of the pri­ma­ry issues is the com­plex­i­ty of coor­di­na­tion across dif­fer­ent teams, plat­forms, and chan­nels. When cam­paigns involve var­i­ous stake­hold­ers, (e.g., design­ers, mar­keters, and devel­op­ers), there can be mis­com­mu­ni­ca­tion and delays. How­ev­er, project man­age­ment tools allow stake­hold­ers to com­mu­ni­cate about their efforts, give updates, and adjust time­lines when needed.

There’s also the issue of mea­sur­ing and analysing the suc­cess of dig­i­tal cam­paigns. With so many met­rics to track across var­i­ous plat­forms, it can be dif­fi­cult to make sense of the data and extract action­able insights. Project man­age­ment tools allow you to inte­grate data from dif­fer­ent sources into a cohe­sive report­ing frame­work, help­ing you to accu­rate­ly assess per­for­mance and opti­mise future campaigns.

Projects can also be made dif­fi­cult by client expec­ta­tions and real-time feed­back, often lead­ing to last-minute or unex­pect­ed changes. This can be stress­ful, but project man­age­ment tools allow for a feed­back loop and com­mu­ni­ca­tion between stake­hold­ers in real time so that cam­paigns can be adjust­ed as quick­ly as possible.

By cen­tral­is­ing com­mu­ni­ca­tion, tasks, feed­back, and resources, project man­age­ment tools alle­vi­ate many of the chal­lenges com­mon to dig­i­tal cam­paigns. This blog will explore 8 pop­u­lar tools and give you tips for man­ag­ing projects effectively.

Read on to learn how you can stream­line col­lab­o­ra­tion, avoid mis­com­mu­ni­ca­tion, track progress, inte­grate data, cre­ate automa­tions, and man­age client expec­ta­tions effectively.

8 tools for project management

There are many project man­age­ment tools on the mar­ket, each offer­ing unique fea­tures tai­lored to dif­fer­ent busi­ness needs. The best tool for your busi­ness will depend on fac­tors such as team size, project com­plex­i­ty, and spe­cif­ic cam­paign goals.

Whether you’re look­ing for enhanced col­lab­o­ra­tion, detailed ana­lyt­ics, or automa­tion, select­ing the right tool can make a sig­nif­i­cant dif­fer­ence in your cam­paign’s suc­cess. Let’s explore a few now:

1. ClickUp

Known for its ver­sa­til­i­ty, Click­Up pro­vides work­flow automa­tions, real-time ana­lyt­ics, and cus­tomis­able tem­plates. It inte­grates with over 1,000 tools, mak­ing it an excel­lent choice for man­ag­ing end-to-end mar­ket­ing campaigns.

Click­Up is par­tic­u­lar­ly well-suit­ed for teams man­ag­ing com­plex projects that require detailed task man­age­ment and col­lab­o­ra­tion. It works best for mar­ket­ing, IT, and cre­ative projects, where track­ing mul­ti­ple tasks, dead­lines, and work­flows is essen­tial. While it’s an excel­lent tool for small to mid-sized teams, larg­er enter­pris­es may ben­e­fit from the addi­tion­al secu­ri­ty and cus­tomi­sa­tion fea­tures offered in high­er-tier plans.

Click­Up offers sev­er­al pric­ing plans to accom­mo­date dif­fer­ent busi­ness sizes and requirements:

  • The Free For­ev­er plan is ide­al for free­lancers and small busi­ness­es, pro­vid­ing unlim­it­ed users, tasks, and projects with basic features.
  • The Unlim­it­ed Plan costs $7 per user per month (billed annu­al­ly) and is suit­able for grow­ing small busi­ness­es, offer­ing fea­tures like unlim­it­ed stor­age and integrations.
  • The Busi­ness Plan ($12 per user per month) is best for mid-sized teams, pro­vid­ing advanced fea­tures such as time­lines and work­load management.
  • For larg­er enter­pris­es, the Busi­ness Plus ($19 per user per month) and Enter­prise (cus­tom pric­ing) plans offer even more cus­tomi­sa­tion and secu­ri­ty fea­tures, such as API access and HIPAA compliance.

When using Click­Up, busi­ness­es should take advan­tage of its cus­tomi­sa­tion options, such as automa­tions and cus­tom fields, to tai­lor work­flows to your team’s spe­cif­ic needs.

How­ev­er, be pre­pared for a learn­ing curve; the plat­for­m’s many fea­tures can feel over­whelm­ing at first. Addi­tion­al­ly, for bet­ter com­mu­ni­ca­tion, con­sid­er inte­grat­ing it with third-par­ty com­mu­ni­ca­tion tools, as Click­Up’s native col­lab­o­ra­tion fea­tures may not be suf­fi­cient for all teams.

2. HubSpot

Hub­Spot is not a ded­i­cat­ed project man­age­ment tool like Click­Up. It’s more focused on man­ag­ing cus­tomer rela­tion­ships, mar­ket­ing automa­tion, and sales process­es, but it can be adapt­ed to man­age cer­tain projects, espe­cial­ly those direct­ly tied to cus­tomer-fac­ing activ­i­ties like mar­ket­ing cam­paigns or sales initiatives.

As a pow­er­ful CRM (cus­tomer rela­tion­ship man­age­ment), Hub­Spot excels in track­ing mar­ket­ing cam­paigns and ana­lyt­ics, offer­ing fea­tures like dynam­ic per­son­al­i­sa­tion and omnichan­nel automa­tion. It’s ide­al for busi­ness­es need­ing advanced mar­ket­ing automations.

Hub­Spot is par­tic­u­lar­ly well-suit­ed for small to mid-sized busi­ness­es aim­ing to scale quick­ly and improve their cus­tomer life­cy­cle man­age­ment. Its ver­sa­til­i­ty makes it ide­al for projects across sales, mar­ket­ing, and cus­tomer ser­vice, pro­vid­ing tools for every­thing from email mar­ket­ing and pipeline man­age­ment to cus­tomer sup­port and ticketing.

Hub­Spot offers a range of pric­ing plans tai­lored to dif­fer­ent busi­ness needs:

  • The Starter plan starts at $20 per month and is suit­able for small busi­ness­es look­ing to access basic sales, mar­ket­ing, and CRM tools.
  • The Pro­fes­sion­al plan, at $890 per month, adds advanced fea­tures such as mar­ket­ing automa­tion, cus­tom reports, and more detailed ana­lyt­ics, mak­ing it ide­al for grow­ing mid-sized businesses.
  • For large enter­pris­es, the Enter­prise plan starts at $3,600 per month, offer­ing top-tier func­tion­al­i­ty like advanced report­ing and pre­dic­tive lead scoring.

To get the most out of Hub­Spot, it’s essen­tial to invest time in set­ting up its automa­tion and CRM fea­tures effec­tive­ly. For more advanced users, the plat­for­m’s high­er-tier plans offer deep cus­tomi­sa­tion options, but these can require a steep learn­ing curve. Hub­Spot also charges addi­tion­al fees for onboard­ing at the Pro­fes­sion­al and Enter­prise lev­els, so be pre­pared for those upfront costs as you scale.

3. Hootsuite

Hoot­suite is a tool focused on social media cam­paigns, allow­ing for stream­lined con­tent sched­ul­ing, mon­i­tor­ing, and ana­lyt­ics across var­i­ous social plat­forms. It’s par­tic­u­lar­ly use­ful for man­ag­ing mul­ti­ple accounts but lacks advanced project man­age­ment features.

Hoot­suite offers three pri­ma­ry sub­scrip­tion plans:

  • The Pro­fes­sion­al plan costs £89 per month (billed annu­al­ly) and includes one user with access to 10 social media accounts, unlim­it­ed post sched­ul­ing, and analytics.
  • The Team plan is priced at £249 per month and sup­ports up to three users man­ag­ing 20 social accounts. It adds fea­tures like auto­mat­ed link track­ing and shared social con­tent calendars.
  • The Enter­prise Cus­tom plan, with cus­tom pric­ing, caters to larg­er teams and sup­ports up to five users with advanced fea­tures such as user per­mis­sions, approval work­flows, and cam­paign planning.

Hoot­suite is best suit­ed for small to mid-sized busi­ness­es and agen­cies that man­age mul­ti­ple social media accounts and need effi­cient con­tent sched­ul­ing and engage­ment tools. It’s par­tic­u­lar­ly ben­e­fi­cial for busi­ness­es focus­ing on social media man­age­ment projects,

includ­ing con­tent cre­ation, audi­ence engage­ment, and adver­tis­ing cam­paigns across plat­forms like Face­book, Insta­gram, and LinkedIn.

To get the most out of Hoot­suite, lever­age its inte­gra­tions with tools like Can­va and Gram­marly to enhance con­tent cre­ation and man­age­ment. Utilise its advanced ana­lyt­ics to track per­for­mance and opti­mise your social media strategy.

While Hoot­suite is fea­ture-rich, be aware that some capa­bil­i­ties, like advanced lis­ten­ing and report­ing, require add-ons or high­er-tier plans. You might like to start with a 30-day free tri­al to deter­mine which plan fits your needs best.

4. Asana

Asana is a super pop­u­lar and easy-to-use tool that helps teams organ­ise tasks, set time­lines, and track progress, Asana is ide­al for cam­paign coor­di­na­tion and man­ag­ing mul­ti­ple projects at once.

Asana is well-suit­ed for busi­ness­es of all sizes, but it shines for mid-sized to large teams han­dling com­plex work­flows and cross-team projects. It’s par­tic­u­lar­ly effec­tive for projects that require detailed task track­ing, report­ing, and col­lab­o­ra­tion across mul­ti­ple depart­ments, such as mar­ket­ing, IT, and prod­uct development.

When using Asana, it’s essen­tial to take advan­tage of its automa­tion fea­tures and cus­tom work­flows to stream­line your project man­age­ment. The plat­for­m’s user-friend­ly inter­face makes it easy to onboard new team mem­bers, but as your projects grow in com­plex­i­ty, you’ll find that Asana’s advanced fea­tures, such as rule-based automa­tion and work­load man­age­ment, become indispensable.

Asana offers sev­er­al sub­scrip­tion plans:

  • The Per­son­al plan is free and best for indi­vid­u­als or small teams with up to 10 mem­bers, offer­ing core fea­tures like task man­age­ment, board views, and unlim­it­ed projects.
  • The Starter plan costs £9.49 per user per month (billed annu­al­ly) and adds advanced fea­tures like time­lines, work­flow automa­tion, and report­ing, mak­ing it ide­al for grow­ing teams.
  • The Advanced plan, at £20.99 per user per month, includes port­fo­lio man­age­ment, work­load views, and advanced inte­gra­tions with tools like Sales­force and Adobe Cre­ative Cloud, cater­ing to larg­er teams and com­plex projects.
  • For enter­pris­es need­ing more cus­tomi­sa­tion and secu­ri­ty fea­tures, the Enter­prise plan offers tai­lored pric­ing with fea­tures like SAML, data export, and HIPAA compliance.

5. Teamwork

Team­work stands out with its flex­i­bil­i­ty in data host­ing, mak­ing it ide­al for teams that require com­pli­ance with inter­na­tion­al data pro­tec­tion reg­u­la­tions. It also offers strong cus­tomer sup­port and resource management.

Team­work offers a vari­ety of sub­scrip­tion plans:

  • The Free For­ev­er plan is suit­able for small teams, offer­ing core project man­age­ment fea­tures for up to 5 users and 2 active projects.
  • The Deliv­er plan costs £10.99 per user per month (billed annu­al­ly) and is ide­al for small to medi­um-sized busi­ness­es, pro­vid­ing fea­tures like 100GB of stor­age and up to 300 projects.
  • The Grow plan is priced at £19.99 per user per month, sup­port­ing larg­er teams with 250GB of stor­age, advanced report­ing, and up to 600 projects.
  • The Scale plan, £54.99 per user per month, includes advanced fea­tures like resource sched­ul­ing, prof­itabil­i­ty man­age­ment, and cus­tom reports.

Team­work is suit­ed to both small and large busi­ness­es, par­tic­u­lar­ly those that man­age client work, such as agen­cies, con­sul­tan­cies, and cre­ative teams. It’s great for projects that require detailed task track­ing, time man­age­ment, and col­lab­o­ra­tion across teams. Its fea­tures like built-in time track­ing, project tem­plates, and resource man­age­ment make it ide­al for man­ag­ing com­plex client-based projects.

To get the most out of Team­work, take advan­tage of its cus­tomi­sa­tion capa­bil­i­ties, such as cre­at­ing cus­tom fields, tem­plates, and automa­tions to stream­line work­flows. The plat­form is user-friend­ly, but it can become over­whelm­ing due to the exten­sive cus­tomi­sa­tion options, so it’s essen­tial to set up clear process­es from the start to pre­vent distractions.

6. Basecamp

Known for its sim­plic­i­ty and user-friend­ly inter­face, Base­camp pro­vides tools for project organ­i­sa­tion and team col­lab­o­ra­tion. It’s a sol­id choice for small to medi­um-sized teams need­ing a cen­tralised platform.

Base­camp is ide­al for teams work­ing on projects that pri­ori­tise com­mu­ni­ca­tion and coor­di­na­tion over advanced task man­age­ment fea­tures. Cre­ative teams, mar­ket­ing depart­ments, and con­sul­tan­cies can par­tic­u­lar­ly ben­e­fit from its simplicity.

Base­camp offers two main sub­scrip­tion plans:

  • The Base­camp Per­son­al plan is free and geared towards free­lancers, star­tups, or small teams. It includes essen­tial project man­age­ment fea­tures like mes­sage boards, to-do lists, and 500MB of storage.
  • The Base­camp Pro Unlim­it­ed plan costs $299 per month (or $349 if billed month­ly) and pro­vides unlim­it­ed users, unlim­it­ed projects, 5TB of stor­age, real-time chat, and 24/7 sup­port. This flat pric­ing mod­el is cost-effec­tive for larg­er teams as it cov­ers the entire organ­i­sa­tion with no per-user fees.

For effec­tive use, lever­age Base­cam­p’s real-time com­mu­ni­ca­tion fea­tures, like Camp­fire (instant mes­sag­ing) and mes­sage boards, to keep every­one on the same page. It’s an easy-to-use plat­form, but it lacks advanced tools like Gantt charts or resource man­age­ment, so con­sid­er third-par­ty inte­gra­tions if you need those functionalities.

7. Mailchimp

Mailchimp is a go-to for email mar­ket­ing cam­paigns, offer­ing drag-and-drop builders, tem­plates, and ana­lyt­ics. While it excels in email mar­ket­ing, it has lim­i­ta­tions in advanced seg­men­ta­tion and reporting.

Mailchimp is best suit­ed for small to mid-sized busi­ness­es, espe­cial­ly those focused on dig­i­tal mar­ket­ing and email cam­paigns. It’s par­tic­u­lar­ly effec­tive for projects that require email mar­ket­ing, cus­tomer seg­men­ta­tion, and automa­tion, mak­ing it a go-to plat­form for mar­ket­ing teams, eCom­merce busi­ness­es, and agencies.

When using Mailchimp, it’s impor­tant to mon­i­tor your con­tact lists care­ful­ly, as pric­ing can esca­late quick­ly with large num­bers of con­tacts, espe­cial­ly if unsub­scribed con­tacts are includ­ed. And while Mailchimp inte­grates with over 300 apps, busi­ness­es with more advanced needs might need to upgrade to high­er-tier plans to access fea­tures like mul­ti-step automations.

Mailchimp offers four pri­ma­ry sub­scrip­tion plans:

  • The Free plan is suit­able for indi­vid­u­als or star­tups, pro­vid­ing basic email mar­ket­ing tools for up to 500 con­tacts and 1,000 month­ly email sends.
  • The Essen­tials plan starts at $13 per month, offer­ing more fea­tures like A/B test­ing, email tem­plates, and sup­port for up to 50,000 contacts.
  • The Stan­dard plan begins at $20 per month and is designed for grow­ing busi­ness­es, with advanced automa­tions, enhanced report­ing, and sup­port for up to 100,000 contacts.
  • The Pre­mi­um plan starts at $350 per month and includes pri­or­i­ty sup­port, advanced seg­men­ta­tion, and unlim­it­ed audiences.

8. Trello

Trel­lo is a visu­al project man­age­ment tool that uses boards and cards to man­age tasks and work­flows. Trel­lo is par­tic­u­lar­ly use­ful for teams that pre­fer a sim­ple, visu­al approach to project track­ing. Its four main sub­scrip­tion plans are as follows:

  • The Free plan is ide­al for indi­vid­u­als or small teams just get­ting start­ed, allow­ing up to 10 boards per work­space, unlim­it­ed cards, and basic task man­age­ment features.
  • The Stan­dard plan costs $5 per user per month (billed annu­al­ly) and adds fea­tures like unlim­it­ed boards, advanced check­lists, and 250MB file attach­ments, mak­ing it suit­able for small businesses.
  • The Pre­mi­um plan, at $10 per user per month, includes time­line and dash­board views, Gantt charts, and enhanced secu­ri­ty, mak­ing it best for expand­ing teams.
  • The Enter­prise plan costs $17.50 per user per month (with a min­i­mum of 25 users) and is designed for larg­er organ­i­sa­tions requir­ing advanced admin con­trols and security.

Trel­lo is best suit­ed for small to medi­um-sized busi­ness­es and teams look­ing for an easy-to-use, visu­al­ly-ori­ent­ed project man­age­ment tool. It’s espe­cial­ly effec­tive for projects that

ben­e­fit from Kan­ban-style task track­ing, such as mar­ket­ing cam­paigns, cre­ative projects, and team col­lab­o­ra­tions that need to be man­aged in a straight­for­ward, visu­al way.

To get the most out of Trel­lo, start with its free plan and explore its pow­er-ups (inte­gra­tions) to extend its func­tion­al­i­ty. If your team needs more advanced fea­tures like automa­tion and report­ing, upgrad­ing to the Stan­dard or Pre­mi­um plans will unlock those capa­bil­i­ties. How­ev­er, note that Trel­lo may not have the depth of fea­tures like some of its com­peti­tors, so it’s best used for sim­pler project man­age­ment needs.

Top tactics for using project management tools

To ensure smooth col­lab­o­ra­tion and effi­cient progress in your dig­i­tal projects, there are sev­er­al best prac­tices you can fol­low. Con­sid­er the fol­low­ing tac­tics before div­ing in:

  1. Cen­tralise com­mu­ni­ca­tion: Use your project man­age­ment tool to keep all com­mu­ni­ca­tions in one place. Instead of rely­ing on sep­a­rate email threads or mes­sag­ing apps, utilise the plat­for­m’s built-in chat, com­ments, and mes­sage boards to keep con­ver­sa­tions relat­ed to spe­cif­ic tasks or projects cen­tralised and acces­si­ble to the whole team.
  2. Lever­age tem­plates for effi­cien­cy: Many project man­age­ment tools offer tem­plates for recur­ring tasks or work­flows. Save time and main­tain con­sis­ten­cy by cre­at­ing and using tem­plates for stan­dard process­es, such as launch­ing a dig­i­tal mar­ket­ing cam­paign or onboard­ing a new client.
  3. Pri­ori­tise task assign­ments and clear dead­lines: Assign spe­cif­ic tasks to team mem­bers and set clear dead­lines to ensure account­abil­i­ty. Most project man­age­ment tools allow you to track progress, mak­ing it eas­i­er to iden­ti­fy bot­tle­necks and redis­trib­ute tasks if necessary.
  4. Utilise automa­tion fea­tures: Take advan­tage of automa­tion fea­tures to reduce man­u­al work. For exam­ple, set up automa­tions that move tasks to the next phase when a pre­vi­ous one is com­plet­ed, or trig­ger reminders for upcom­ing dead­lines. This can help stream­line work­flows and improve efficiency.
  5. Encour­age reg­u­lar check-ins: Sched­ule reg­u­lar check-ins or stand-up meet­ings direct­ly through the tool’s cal­en­dar or sched­ul­ing fea­tures. This keeps every­one on track, allows for quick adjust­ments, and ensures that the team stays aligned with project goals.
  6. Time­box non-tra­di­tion­al tasks: Time­box even the most mun­dane tasks, like answer­ing emails or check­ing social media, to keep the team focused and dis­ci­plined through­out the day.
  7. Use gam­i­fi­ca­tion: Turn project mile­stones or small tasks into a game. Award points, badges, or small prizes to team mem­bers who achieve cer­tain goals, cre­at­ing a fun, com­pet­i­tive atmosphere.
  8. Embrace “unplan­ning”: Sched­ule unstruc­tured time into your project cal­en­dar. Allow team mem­bers to focus on cre­ative think­ing, prob­lem-solv­ing, or learn­ing some­thing new with­out the pres­sure of deadlines.

The true pow­er of these tools lies not just in their fea­tures, but in how they are used. By thought­ful­ly inte­grat­ing project man­age­ment soft­ware into your work­flow, you can fos­ter a cul­ture of col­lab­o­ra­tion, agili­ty, and innovation.

The key is to con­tin­u­ous­ly refine how you and your team engage with these plat­forms. Exper­i­ment with automa­tions, push the lim­its of cus­tomi­sa­tion and make data-dri­ven adjust­ments as you go. The right tool isn’t just a sta­t­ic solution—it’s a dynam­ic part­ner in your ongo­ing quest for effi­cien­cy and creativity

To get help with your project man­age­ment efforts, reach out to us here at purpleplanet.

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