Whether you’re an editor, an author or illustrator if your’re working on a collaborative project then you will need to communicate things like schedules, deadlines, tasks and docs. The role of the editor is generally quite autonomous but that of the digital editor is quite the opposite. Creating and designing digital products requires input from a number of stakeholders. Here are three simple tools for project management that editors can use across the board.
Summary: Quick, easy and so user friendly it will appeal to even the biggest technophobes.
Sign up here and it’ll take you through to a blank ‘board’, much like Pintrest. Your first task is to make a ‘list’ and choose the number of items you want to manage. I’ve done the basics below:
When you click on a list you can ‘add a card’ this will fall under the board you’ve placed it on. Then you can add a ‘card’ which will enable these options:
The ‘edit labels’ feature allows you to colour code things on your board, so tasks for marketing, sales and editorial can all be different colours. You can add or remove members to cards or boards, set deadlines and add attachments. Team members can add their comments on individual cards too.
On the home screen at the far right you will find your settings side bar, which looks like this:
From here you have options to add team members and to customize, including adding ‘power ups’. You can only add 1 power up in the free version but the full program offers a wide range. The full list consists of:
Each power up’s functionality is easy to set up and use. That’s all there is to it!
Summary: This is my personal go-to as I find the layout suits my needs better.
Once you’ve signed up you’ll be taken through to this landing page:
This is the sample page they show you to get the ball rolling. Unlike Trello there are set project boards, but with added functionality. To get started click ‘base camp’ at the top and start a new project. You can add clients to the project so they can see it’s progress but won’t show them internal discussions or any unfinished work. The other tabs at the top allow you to talk one on one, see your notifications and switch to other projects. The reports tab is particularly useful:
It gives you an overview of what everyone else working on the project is up to. Like Trello you can upload docs, set deadlines and keep tracking all of the ongoing tasks building your project.
Summary: A lot more complex than the previous two, ideal for Agile workflows and digital projects. Jira is great if you’re working in sprints, with much of the functionality of Base Camp it allows you to share and analyze data easily. It also provides a series of add on’s, similar to Trello but aimed at software development. You can do portfolio planning, scrum boards, other features include:
For the sake of space I won’t go into too much detail on this one, Jira only post will follow up!