Stuff I use

ws8.gif
Several weeks ago I was on the lookout for a project organization tool to help us track all the stuff we’ve been working on. I work with a small group of great people and while we each have our roles and specialties we also tend to help each other out. So we thought it would be nice if we kept everything somewhere visible to everyone in the team, so if anyone was bored with what she is doing she can just look at the list of our exciting projects and go do something else.

Teamwork meant we were working on the same documents at the same time. Teamwork is great, but we found ourselves e-mailing documents back and forth and soon enough there would be several versions of the same document floating around somewhere.

So. We needed: 1) We needed a centralized place where we can store all our projects and all the stuff associated with each of them: Word documents, ppt presentations, Excel spreadsheets, Photoshop and html files, stylesheets, links, e-mails, etc. 2) We needed a way to track edits on these documents so if back-tracking is necessary we can do it easily. 3) In addition to that we have a constant flow of new ideas for future things to work on and we needed a place to store them so that we can come back to them later. Oh. And we needed this solution to be accessible from the web so that we can work on them from any computer.

My number 1 choice was Google. Each of us already had a Google account. We can save documents within Google Apps. We can have different notebooks and tag them for each project. Then maybe we can keep track of deadlines with Google Calendar. Problem with that was…it would take time to link them all together and organize it in a way that will work with everyone.

I looked at Workspaces. That wouldn’t work.

I looked at Zoho. That might work, but there’s cost involved. The cost wasn’t a big deal, but in the world of Web 2.0, I was pretty sure I would find a solution that I wouldn’t have to pay for.

I looked at Basecamp. They have a free version, but it limits you to just one project and no storage at all. There’s gotta be something out there.

And then I found Wrike. It’s free and it’s simple. There aren’t any features we don’t need. It covers just what we need it to cover.

Everything is organized in folders and subfolders and tasks. There’s a built-in calendar to keep track of due dates. And when you’re done setting it up, you can invite other users just by putting their e-mail addresses down. Those users get an e-mail telling them that they are active participants in whatever project you created, with a link to the folder.

There’s a place where I can make notes. Other users sharing the project can edit it, and their edits are time-stamped so you can track who did what, so if you ever have to back-track it’s all documented right there.

There’s a place for file uploads. This is by far my favorite feature. You download the file so you can work on it, and when you’re done doing your part you can upload the new version. While you certainly can, I don’t delete previous versions that were uploaded so that we have the option to go back to a previous version. But since uploads are time-stamped, it’s easy to figure out which one is the latest version.

Then…Wrike also sends e-mails to remind you of overdue tasks, or to inform you when a project is created and has been assigned to you, or of changes to a project (if a project was deleted or if your role was changed and who changed it…) that you are a part of. This way you don’t have to keep checking for changes in status, etc.

The only thing I have against Wrike is that it does not work with Safari.

Other than that, I think I’ve got my needs covered in this area.

I’ve been using it for about a couple of weeks now and I love it so far. My colleagues love it too.

9 Responses to “Stuff I use”

  1. Valerie Says:

    Lisa, thank you gor your kind words about Wrike. We work hard to deliver you Wrike working with Safari. Please stay turned.

  2. lisaamorao Says:

    Thanks, Valerie. BTW while we’re at it, I was wondering if there was a way to export the calendar (or a way to subscribe to it) so our team can integrate it with their personal calendars?

  3. Arvind Says:

    Lisa, thanks for looking at Zoho Projects. We have a free one-project version too. Also, check out Zoho Planner (http://planner.zoho.com). It can be used as team organizer though it doesn’t have all the complex features of Zoho Projects. We haven’t got the RSS functionality yet but we are on it an should be available shortly.

  4. lisaamorao Says:

    Hi Arvind,

    I apologize, I should have mentioned that Zoho also has a free on-project version. I probably should write a separate post about it altogether, but I did like Zoho’s interface not just for projects but also for its other apps. Please take it as a compliment: it has a Google-ish feel to it, and by that I mean it’s simple and it has a familiar feel…which was pretty important to me because I have to keep in mind that some of my team mates may not be willing to try new things.

    I’ll go check out Zoho Planner…thanks!

    Lisa

  5. Valerie Says:

    Lisa, export features and integration with other applications are in our development plan. In the nearest future weekly digests will be also implemented, so you can have a picture of your plans in your e-mail. Please let me know if I didn’t answer your question clearly.

  6. lisaamorao Says:

    Hi Valerie,

    That’s definitely exciting news.

    I guess my calendar request would be to have it in iCal format so that 1) we can share the calendar to others without having to give them access to the folder details and 2) I can integrate it with my other iCal calendars.

    Thanks!
    Lisa

  7. Valerie Says:

    Lisa,

    By the way, you can share a single task with other people “without having to give them access to the folder details”. Let’s say, if you assign to me or share with me any task, but you won’t share with me its parent group, I won’t see other tasks in this group.
    As for me, I found this feature of Wrike very useful in my everyday work.

    P.S. It would be nice, if a person who has commented a post in your blog, could receive answers via e-mail.

  8. lisaamorao Says:

    Hi Valerie,

    I thought you were getting e-mails. :(

    Thanks for the tip. BTW I really love the browser within browser thing you guys have going on in those folders. I didn’t even get to experience that until yesterday (and just by accidentally clicking on a link that a team member put in there) and thought that was really neat.

    Lisa

  9. Valerie Says:

    Lisa,

    Thank you for the tip as well:) Then we should highlight this feature plainer on our web site.

Leave a Reply