How to find the right project management tool, with Meagan Beltekoglu

02/04/22 • 41 min

As the owner of a growing business, you're probably extremely busy, juggling to complete all the tasks and projects you currently have underway.

To avoid unnecessary heartache and stress, using a proper project management system can help you stay on top of everything that needs to be done.

It allows you to conceptualize, outline and implement the steps to take, down to the last detail if you want to, to ensure that all the pieces you and your team are currently juggling fall into the right places.

Fortunately, and thanks to recent advances in workplace technology, there are tools and apps that can give even the most stellar project managers a helping hand.

But finding the right one is crucial to your success. While a good tool can increase productivity and motivate your teams, a bad one can also slow down progress and waste time and resources.

In this episode of Help! My Business Is Growing, our guest Meagan Beltekoglu unlocks how you can take advantage and harness the power of productivity tools to ensure the continued growth of your business.

Meagan, a Certified Director of Operations and Vetted ClickUp Consultant and expert, shares her love for breaking big visions down into focused, manageable projects and tasks using her favorite productivity tool - ClickUp!

In this week's episode, we discuss:
03:57 What are the common issues, struggles, or tipping points for businesses to decide to use a project management tool?

07:32 What are some of the other project management tools available and how do they compare to ClickUp?

09:11 What are some of the challenges when using Asana?

12:19 Why become a ClickUp specialist? Is it the company values, budget, and features?

17:11 What is the easiest way to implement ClickUp and what are the common mistakes businesses make when trying to implement it?

20:09 What are some examples of how ClickUp's custom fields and views can increase productivity, enhance team workflows, and more?

22:38 Are there other ClickUp "must-use" features that can prove to be extra valuable to project managers and businesses?

24:57 What is the ClickUp "Task Location" feature and how to set it up.

26:40 What are some real-life examples of how ClickUp has transformed business operations in a positive way and with positive results?

34:09 A shortlist of other helpful productivity and project management-related applications for growing businesses.

38:40 What is the next tangible step that business owners and founders can take today to get them closer to or as-near a perfect state of project management in their business?

Resources:
Meagan Beltekoglu, Certified Director of Operations and Vetted ClickUp Consultant:
https://www.newleafdigital.net/

LinkedIn:
https://www.linkedin.com/in/newleafdigital
Other Project Management Tools:
ClickUp
https://clickup.com/

Asana
https://asana.com/

Trello
https://trello.com/en

Jira
https://jira.atlassian.com/

Miro
https://miro.com/

Freedom.to
https://freedom.to/

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/
Blog post | How to Find the Right Project Management Tool:
https://www.newcastlefinance.us/post/how-to-find-the-right-project-management-tool

02/04/22 • 41 min

Help! My Business is Growing - How to find the right project management tool, with Meagan Beltekoglu

Transcript

Kathy (host):
Hi there, and welcome back to Help! My Business is Growing, a podcast where we explore how to grow and build a business that is healthy and sustainable. I'm your host, Kathy Svetina.
Kathy (host):
On any given day, in a growing business, we'll have a handful of projects that are happening. You might be in the process of recruiting new team members, or you might be launching a new marketing initiative, and many, many, many, many, many o

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