Toolkit Tuesday: Ditch Pen and Paper and Say Hello to Producteev!

While hosting a Cision webinar last week, I shared tips for adding new tools to your digital toolkit, including the process our team uses to explore new tools: Discover > digest > dig it <> ditch it. Repeat. One of the tools I mentioned was Producteev and we had follow up questions as to how this tool is best used for task and project management. So, today we’re going to explore Producteev in detail. Let me know what you think after testing the tool for yourself. Will you add it to your toolkit? Dig or ditch? From Paper and Pen

Producteev Belle Communications

While hosting a Cision webinar last week, I shared tips for adding new tools to your digital toolkit, including the process our team uses to explore new tools:

Discover > digest > dig it <> ditch it. Repeat.

One of the tools I mentioned was Producteev and we had follow up questions as to how this tool is best used for task and project management. So, today we’re going to explore Producteev in detail. Let me know what you think after testing the tool for yourself. Will you add it to your toolkit? Dig or ditch?

From Paper and Pen to Digital Task Management: Is It Possible?

Despite living in an app-saturated world, there’s still something really gratifying about when I check items off of my pen and paper to-do list. I admit it. I used to be a Franklin Covey girl, faithfully moving tasks forward at the end of each day and scheduling my list of to-do items for the the following morning. Plus, I know all the shorthand codes to quickly breeze through my list.

However, despite my fondness for checking items off of my to-do list, the use of paper and pen is still more time-consuming than incorporating technology. That means, I am being less productive than I could be. I’ve wrestled with this fact as I searched for the right solution, testing different task management tools.

Although I heart Basecamp for project management, its to-do lists aren’t as intuitive as pen and paper because you can’t create repeating to-do items and there isn’t a way to assign multiple individuals to a task. So, I went back to my Moleskin for task management.

Unfortunately, even though my Moleskin provides the comfort of checked off lists, it’s still a time suck.

Ask yourself: Is this tool really making my life easier? If the answer is ‘no,’ then time to ditch and move on. #BelleTip {tweet this}

This brings me to the tool we’re discussing today: Producteev. This app, which you access through your desktop or mobile device, is the best option I have found for task list management, especially within teams. Below, I’ll break down exactly why I adore Producteev and how it saves me time while satisfying my desire to check items off my task list.

How Producteev Makes Task Management Easy

Producteev Belle CommunicationsProducteev is our preferred task management tool because it makes adding, organizing, categorizing and assigning tasks easy. It is faster and easier than my old Franklin Covey and the features don’t leave me wanting more. Producteev is amazing because it allows you to:

  • Assign tasks to team members (and multiple team members)
  • Create recurring tasks
  • Create labels to group common tasks (think: client, type of task, etc.)
  • See what your team members are working on
  • Add notes and files to task items
  • Receive reminder emails and notifications when tasks have been modified or are due soon
  • Subscribe to tasks or lists to receive notification of changes made
  • Create multiple tasks lists
  • Create multiple networks so you can separate teams, organizations or large projects

Producteev Task ManagementCost: Producteev is free. No, I’m not kidding.  It’s free for you and your team to join. You can even create multiple networks of teams in case you need task management for unrelated team projects and organizations.

Producteev Desktop

Team Task Management with Multiple Task Lists

Another thing I love about Producteev is that it’s super easy to assign tasks to multiple team members. You can also see team members to-do lists (unless they set them to private), which allows me to see what everyone is working on during a given day or week. This helps me to coach my team on how to better delegate or see where they may be spending too much or not enough time on tasks.

Producteev: Tasks Lists Belle CommunicationsAs far as assigning tasks to team members (or multiple team members),  with Producteev you can simply click on team members names to add them to a task. Then, you can move the task to a list (I have a ‘Delegated Tasks’ list) or keep them within your Master To-Do list.Producteev Belle Communications

Visual Task Management: Labels, Colors and Priorities

I’m a visual learner so the fact that I can color-code tasks with labels and sort tasks by priority, totally appeals to me. You can use labels within Producteev to sort to-do items by whatever you need. You can assign client categories, project categories and sub-priority labels or whatever you can think of because you create the label title and choose the corresponding color. It’s not cookie cutter.

Producteev LabelsA recent feature that I had previously found lacking within Producteev was that of prioritization. I wanted the ability to rank tasks by priority (High vs. Low, etc.) and not just date due. The platform added this feature recently and now I am completely head over heels.

Producteev PriorityConclusion: Give Producteev a try!

So, what about that paper and pen? I admit it took discipline to move my task list over to a digital format and it’s still a work in progress in some respects. However, since the Producteev team has been thoughtful to make improvements and add capabilities to this platform — the process been pretty painless.

I encourage you to test this tool out for yourself and then let us know what you think. 😉

P.S. What tools are in your toolkit that you have tested and simply adore? Leave them in the comments below so we can try them out.

Kate Finley

Founder + CEO of Belle
Currently thriving in Puerto Rico