I have a Marketing Agency. We do everything from web design, branding, & graphic design, to SEO, copy creation, Google ads, & other marketing management.
I need a way to set up task automation from onboarding to design to marketing, and everything in between. I need event triggers such as the completion of one task, triggers the next one (or group) of tasks
I also need to track employee hours and how much time is spent on each customer/project/individual task (card).
I want to be able to view/organize/sort everything by 'customer', -or- by 'service', -or- by 'employee', -or- by 'date range'.
We have been using Trello. We set up the work for each customer on it's own board. We used the labels to mark each card for the service, such as web design, SEO, Ads, etc. Our Column's include: To Do, Working On, Waiting For, Issues, & Completed. We also used a Time Tracking add-on.
My biggest issues, so far, are:
- We must set all the labels up from scratch whenever we add a new customer.
- I can't view/organize/sort everything by 'customer', -or- by 'service', -or- by 'employee', -or- by 'date range'. (Like I would in a database).
Now I see this other option called Jira, and I'm more confused. Based on my company info and needs, are there suggestions of what I should be using to fix this mess I have created and meet my needs in some sort of logical and understandable way?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.