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Gestión de Proyectos creativos Preguntas frecuentes

¿Qué es un proyecto creativo?

Un proyecto creativo tiende a ser una solución original “imaginativa” o “artística” a un problema que enfrentan las empresas de marketing digital, agencias de publicidad, estudios de marca y otro tipo de negocios.

¿Qué es la gestión creativa de proyectos?

La gestión creativa de proyectos implica navegar las necesidades y el flujo de trabajo de un equipo al que se le ha asignado una tarea orientada hacia la creatividad. También puede ser el “intermediario” para equipos técnicos / administrativos y equipos creativos para garantizar que todos trabajen juntos sin problemas.

¿Cómo se gestiona un proyecto creativo?

Desafortunadamente, no hay una única forma de administrar un proyecto creativo. Sin embargo, hay algunos pasos que puedes seguir al momento de comenzar:

  1. Lleva a cabo un cuidadoso proceso de recopilación de requisitos.
  2. Inicia el proyecto con una sólida reunión de kickoff.
  3. Asegúrate de saber cómo hacer (y utilizar) unos buenos planes y presupuestos del proyecto.
  4. Administra y controla proyectos hasta la entrega al monitorear el progreso y mantener una comunicación frecuente (¡reducir el arrastramiento del alcance!)
  5. Una vez que hayas entregado el producto final, asegúrate de obtener comentarios útiles de tus equipos (por ejemplo, en una reunión retrospectiva).

¿Dónde comenzar? Lee libros, escucha podcasts o sigue blogs sobre la gestión creativa del flujo de trabajo. Nuestras guías prácticas de gestión de proyectos son un buen recurso para que te orientes.

¿Quién usa el software de gestión de proyectos creativos?

Cualquiera puede usar software creativo de gestión de proyectos, pero algunos ejemplos específicos incluyen: diseñadores, fundadores, clientes, gerentes de marketing y más.

¿Cuál es el software de gestión de proyectos más fácil para equipos creativos?

Un software de gestión de proyectos fácil de usar como Monday o Asana puede funcionar bien para equipos o agencias creativas que no están muy familiriaziados con la tecnología. Estas aplicaciones son lo suficientemente populares como para tener un sólido número de “Guías Prácticas” en YouTube, sus sitios web y otros foros online.

¿No estás buscando un software de gestión de proyectos de diseño creativo o gráfico? Consulta nuestras otras listas de software para administrar equipos, recursos y proyectos:

  1. ¿Tienes un equipo de tipo creativo que no cree en plazos y fechas límites? Prueba nuestras recomendaciones de software de programación de proyectos.
  2. Las estrategias de comunicación en el trabajo siempre pueden mejorar. Estas herramientas de colaboración pueden ayudarte a romper el hielo e iniciar la conversación.
  3. ¿Sufres de arrastramiento del alcance en el proyecto? Las herramientas de administración de requisitos pueden ayudarte a evitar que las cosas se salgan de control.

Esto te ayudará a comparar y evaluar rápidamente el mejor software de gestión de proyectos para diseñadores, agencias de marketing, estudios de marca y otros equipos que sacarle provecho al software creativo.

Creative Agency Project Management Software DPM Logo Soup 2021

Compara y Evalúa Rápidamente los 10 Mejores programas de Gestión de Proyectos para Agencias Creativas

Si alguna vez has sido gerente de un proyecto creativo o has administrado una agencia o equipo creativo, entonces sabes que esta posición viene con un conjunto de desafíos particulares. Si es la primera vez que te diriges a la gestión de proyectos para equipos creativos, abróchate el cinturón.

La cantidad de agencias creativas internas va en aumento, lo que puede significar que podrías tener que: (1) Luchar por clientes en un mercado laboral cada vez más competitivo o (2) Tener que integrar un equipo de agencia creativa dentro de su espacio laboral. No importa la situación, siempre es importante estar preparado.

El software de gestión de proyectos para equipos creativos puede fomentar la colaboración, mantener organizadas las fechas y los plazos, inspirar a las personas a compartir sus ideas y comenzar a construir a partir de ellas, y fomentar la innovación. Es una forma de equilibrar las necesidades administrativas prácticas y tangibles con la imaginación, la libertad y la creatividad necesarias para destacar sobre el resto.

En esta publicación, compartiré con ustedes el mejor software de gestión de proyectos para agencias creativas; explicaré cómo el software de colaboración creativa puede ayudarte a inspirar a tu equipo, evitar descuidos y cumplir mejor con los plazos; y responderé algunas preguntas frecuentes sobre la gestión de proyectos creativos. Y para que sepas cómo tomamos nuestras decisiones, también repasaré lo que debes buscar en el diseño de software de gestión de proyectos y mostraré nuestros criterios evaluativos.

The Digital Project Manager es financiado por sus lectores. Cuando haces clic en los enlaces de nuestro sitio, podríamos ganar una comisión. Más información.

Criterios Comparativos de Aplicaciones de Gestión de Proyectos

¿Cómo evalúo la gestión de proyectos para equipos creativos? Aquí tienes un desglose de algunas de mis consideraciones al evaluar programas de gestión de proyectos:

  1. Interfaz de usuario (UI): ¿Ofrece vistas claras y navegación intuitiva que le gustaría a su equipo creativo centrado en el diseño?
  2. Usabilidad: ¿es fácil de aprender y usar? Para las agencias creativas, elegir un software con buena tecnología y atención al usuario es importante porque no todos en el equipo estarán familiarizados con los aspectos técnicos del software. Además, para que sea fácil de usar, debe ofrecer una forma de administrar archivos de manera eficiente y acceder fácilmente a los miembros del equipo a través de funciones de comunicación integradas. La capacidad de usar modelos prefabricados (y crear los suyos propias) para proyectos recurrentes también puede hacer que la herramienta sea aún más útil desde el incio.
  3. Características y funciones: ¿Cuántas de las características y funciones clave del software de gestión creativa proporciona y qué tan potentes son? Específicamente, busqué:
    1. Informes y formularios de admisión: esto simplifica el proceso de admisión con formularios dinámicos que permiten a tus equipos establecer flujos de preguntas específicos para las solicitudes entrantes, almacenando todos estos detalles en una ubicación central.
    2. Gestión visual y personalizable de la carga de trabajo: esto incluye características de planificación de proyectos y seguimiento de tareas que le ayudan a todos a gestionar sus cargas de trabajo. Deben poder ver proyectos, tareas, plazos, dependencias y conflictos de programación en una línea de tiempo, y seguir el progreso en paneles visuales. Y debido a que cada equipo creativo trabaja de una manera diferente, los flujos de trabajo de aprobación personalizados son una característica útil para definir y monitorear el trabajo.
    3. Comentarios colaborativos: los comentarios, la revisión y la colaboración son una parte importante del proceso creativo. El mejor software de gestión de proyectos para equipos creativos debería facilitar este proceso con edición colaborativa en tiempo real, marcas visuales, consolidación de comentarios y control de versiones que muestre claramente los cambios del artículo y el historial de aprobación.
    4. Características de los informes: debido a la naturaleza del trabajo creativo, justificar el costo de los equipos creativos puede ser un poco difícil: el mejor software incluye informes hermosos y simples que ilustran el progreso y el valor de tu equipo para las partes interesadas.
    5. Gestión del presupuesto: incluye funciones de estimación, gestión de facturas, facturación, control del tiempo e informes financieros que capitalizan los datos del proyecto que ya están en el sistema, lo que te ahorra muchos dolores de cabeza.
  4. Integraciones: las integraciones por defecto con Adobe Creative Suite (Photoshop, Premiere Pro, InDesign, Illustrator, etc.) son ideales para muchos equipos. Y si no hay integraciones por defecto con herramientas populares que usan las organizaciones creativas, me fijo en lo fácil y económico que es configurarlas.
  5. Relación calidad-precio: ¿Cuán apropiado es el precio según sus características, capacidades y usos? ¿Los precios son claros, transparentes y flexibles?

Best for annotating and versioning

  • 14-day free trial + free plan available
  • From $8/user/month (billed annually, min 3 seats)
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Rating: 4.7/5

monday.com is a work management platform that has dozens of use cases, including creative and design work.

Why I picked monday.com: Easy, visual and intuitive, monday.com is an award-winning software used by over 70,000 teams. In our evaluation criteria, I specify that we are looking for customizable workload management and collaborative feedback, which is something that this platform handles particularly well.

monday.com lets you create shareable forms to customize creative and design approvals. It also has a repository where you can store all files related to your projects and easily collaborate on them. Once a file is uploaded, you can annotate and comment on an asset, and keep a record of the different versions of it. Finally, the boards have the capacity to handle custom workflows where you can keep your team up to date on expectations.

monday.com Standout Features & Integrations

Features include monthly and annual expense tracking, a recruitment tracker for HR, easy editorial and blogging planning, competitor analysis, the management of marketing projects, onboarding processes, and creative requests.

Integrations include DropBox, Excel, Google Calendar, Google Drive, Integromat, Slack, Trello, Pipedrive, Jira, Mailchimp, and even more through Zapier.

Best project management software for scaling organizations

  • Free demo
  • Pricing upon request
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Rating: 4.1/5

Kantata is a SaaS product that's been designed to make project management a whole lot easier for creative agencies. It's got a clean, intuitive interface that makes it easy to get a handle on what's going on with your projects, and it's got plenty of features that are specifically designed for creative agencies.

Why I picked Kantata: First off, there's the project dashboard. It gives you a bird's eye view of all your projects, so you can see at a glance what's on track, what's behind schedule, and what needs your attention. Then there's the time tracking feature. This is a game-changer for creative agencies, where time really is money. Kantata makes it easy to track how much time you're spending on each project, so you can make sure you're billing accurately and staying profitable. And let's not forget about the resource management feature. This lets you see who's working on what, so you can make sure everyone's pulling their weight and no one's getting overloaded.

Kantata Standout Features & Integrations

Features include resource management, workload and allocation views, skills database, skill gap, projected demand, and projected profitability.

Integrations. As part of their “API-first strategy”, they’ve built a solution that doesn’t require a third party in order to integrate with any apps. They provide an integration platform (called M-Bridge) that’s designed to simplify integration between Kantata and other business apps like CRM, HCM, and financial software. On top of the M-Bridge platform, Kantata provides several pre-built integrations with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct.

Best for resource planning and budgeting

  • 14-day free trial
  • From $11/user/month
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Rating: 4.7/5

Productive is an all-in-one agency management software with project management, resource planning, time tracking, budgeting, and collaboration features.

Why I picked Productive: Creative agencies can use this tool to not just plan their projects, but manage their resources, budgets, and time. The software offers a comprehensive task management system that allows users to assign tasks to individual team members, keep track of progress on each task, and set deadlines. Users can also set up recurring tasks so they don’t have to worry about manually creating them each time.

The software's time tracker tool allows users to log their hours for each task or client project, supporting accurate billing and budgeting down the line. Users can upload documents in the platform or link them from other cloud storage services, and connect them with specific projects or tasks. The resource management features allow teams to keep track of who is working on which tasks and assign tasks in the context of everyone's workload.

Productive Standout Features & Integrations

Features include list, table, calendar, timeline, and board views; recurring tasks; time estimations; time tracking; budgeting; document management; resource planning; upcoming work placeholders; and client billing.

Integrations include Dropbox, Exact, Google Workplace, Jira, Harvest Economic, Outlook, Microsoft Calendar, Slack, QuickBooks, and Xero. A Zapier integration is also available, which can unlock more integrations with a paid account.

Best free plan for creative project management software

  • Freemium plan available
  • From $7/user/month
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Rating: 4.7/5

ClickUp is a creative project management tool software that offers built-in creative features for every step in the design process.

Why I picked ClickUp: Users can collaborate with their teams on any design project with features for proofing, threaded comments, chat, and easy file sharing. Share files and deliverables with clients and control what they can access with permissions. Collect approval, feedback, or customer information with custom-branded forms. ClickUp also offers multiple views and templates for building and managing your creative workflow or getting projects started.

Task management features include task checklists, subtasks, and task templates, as well as the ability to filter, sort, search for, easily reorder, and view tasks in the manner most convenient for the team. Users can also create Gantt charts, calendars, and timelines to visualize tasks.

ClickUp Standout Features & Integrations

Features include the creation, sharing, and editing of documents and files. Also, users can comment on documents and tasks, assign comments, and chat with other team members for increased communication and collaboration. Reporting features include the ability to create custom dashboards, as well as six built-in report types for team reporting.

Integrations include Slack, G Suite, Dropbox, and many more tools, as well as 1,000+ integrations through Zapier.

ClickUp's free plan is robust and includes all primary features so you can properly test it and discover if it suits your needs.

Best for retainer contracts

  • 7-day free trial
  • From $29/user/month
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Rating: 4.1/5

Ravetree is a cloud-based software solution that helps creative agencies, marketing teams, and other businesses manage their projects, people, and resources in one centralized platform.

Why I picked Ravetree: It’s an all-in-one solution that can help streamline the project management process and provide real-time insights into business performance. You can track the time spent by each team member on a project and assign billable hours accordingly. Its resource management tools enable you to create project timelines that are realistic and achievable. This feature allows you to see your team's capacity and assign resources to projects accordingly, ensuring everyone works on a balanced schedule. You can also create Gantt charts and view project progress with real-time updates.

Ravetree offers a budget tracking feature that keeps track of project expenses and alerts users when they exceed the set budget, allowing them to remain on track and avoid unnecessary costs. The software provides a detailed project overview dashboard where teams can track every aspect of their projects on a granular level. Its easily customizable views allow users to personalize how project data is displayed. Ravetree's collaboration tools enable teams to communicate quickly, and share documents, comments, and updates effectively. It allows users to create tasks and subtasks and assign them based on priorities and deadlines. Users can access task boards that provide an overview of pending assignments and what's in progress. Ravetree's analytics dashboard provides accurate time-tracking data and contributes significantly to invoicing and payment collections, ensuring the agency gets paid on time.

Ravetree Standout Features & Integrations

Features include file approvals, retainers, client portals, project planning, scheduling, tracking, budgeting, resource management, and reporting.

Integrations include commonly used tools such as Dropbox, Google Drive, and Slack, making file-sharing easier than juggling multiple platforms.

Best for managing projects, people, and equipment in one place

  • 30-day free trial available
  • From $3/user/month
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Rating: 4.7/5

Resource Guru is an employee management software for agencies that has time, project, and resource management in a single platform.

Why I picked Resource Guru: In addition to building project plans, the software also has resource management features like an employee directory with information like skill sets, location, and availability. Within the platform, you can set up custom schedules for each of your team members, assign projects and tasks, and track their progress. Schedules and capacity planning inform how projects are scheduled and managed.

Equipment can also be managed with the software, creating an overview of all resources needed for projects. Everything is managed in a single calendar, helping create a high-level picture of how work will get done, by who, when, and with what tools. The software can also produce forecasts for employee capacities and resource utilization.

Resource Guru Standout Features & Integrations

Features include employee scheduling, employee and resource calendar, billable and non-billable time tracking, reporting and analytics, project management, resource allocation, and a mobile app.

Integrations include Apple Calendar, Calendly, Google Calendar, and Outlook Calendar. A paid Zapier account can be used to configure additional integrations.

Best for no-code business apps

  • 30-day free trial
  • From $35/user/month (billed annually)
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Rating: 4.4/5

QuickBase is a platform that allows users to create custom business applications without extensive coding knowledge. The platform aims to help businesses streamline their processes and improve productivity by providing a flexible and user-friendly interface for creating and managing applications.

Why I picked QuickBase: With QuickBase, creative agencies can easily build custom applications tailored to their specific project management needs, without the need for extensive coding knowledge or IT support. This enables agencies to quickly adapt and configure their apps to match their unique workflows, ensuring seamless integration with existing processes.

By leveraging QuickBase's customizable forms, automated workflows, and data tracking capabilities, creative agencies can streamline project management processes. They can centralize project information, track tasks, assign responsibilities, and monitor progress in real-time. This promotes efficient collaboration among team members, facilitates communication, and enables stakeholders to have a comprehensive view of project status and milestones, all within a single platform.

QuickBase Standout Features & Integrations

Features include enterprise-grade security and compliance tools, AI capabilities, reporting and analytics capabilities, mobile capabilities, end-to-end visibility, and resources such as eBooks, research reports, and webinars to help users learn and stay updated on the latest technology trends.

Integrations include Jira, Asana, Tableau, Microsoft Teams, Slack, Trello, DocuSign, Zendesk, OneDrive, and Quickbooks Online.

Best for team scheduling, capacity planning, & requesting work

  • 30-day free trial
  • From $7/user/month (billed annually)
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Rating: 4.2/5

Hub Planner software is a resource management tool that helps organizations schedule and allocate personnel, track time, and manage project workflows more efficiently.

Why I Picked Hub Planner: Hub Planner can be used for creative agency project management by providing tools to help manage and schedule resources, track project progress, and collaborate with team members. With the ability to allocate team members to specific projects and tasks, managers can ensure that resources are being used efficiently and that workloads are balanced across the team. The software's intuitive drag-and-drop interface makes it easy to schedule projects and tasks, while its advanced reporting and forecasting tools help managers to monitor project budgets and timelines. With features such as time tracking and custom reporting, Hub Planner enables creative agencies to measure project performance and identify areas for improvement, helping to ensure that projects are delivered on time, within budget, and to the highest possible standard.

Hub Planner Standout Features & Integrations

Features include resource management, PTO planning, timesheets, reporting, skills matching, task management, templates, drag and drop scheduler, project budgets, approval flow, smart scheduler, and third-party integrations/add-ons.

Integrations include DIY options via their Hub Planner API and webhook. Or, open an account with Zapier for more options (may incur an additional cost). 

Best for collaborating with clients

  • Free forever, with 99% of features included
  • Pro plan starts at $10/user/month
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Rating: 4.7/5

Project.co is a cloud-based project management and team collaboration platform that is equipped with a variety of features that are tailored to facilitate various aspects of the project development process, including task management, time tracking, scheduling, payments, and people management.

Why I picked Project.co: The online project management software provides you with the ability to generate automated invoices and process payments from clients electronically through credit cards, all within the same platform. This offers a huge advantage for medium to large creative agencies that manage multiple projects for a large number of clients.

Project.co helps you organize and view multiple tasks in different formats, including a list view, a calendar view, a task scheduler view, and a Kanban board view. Both project management and communications aspects of the platform are centralized, giving your team the ability to collaborate and communicate with other team members, clients, and stakeholders. This approach helps streamline communication across the entire agency.

Moreover, Project.co also allows you to embed videos into comments and sort through them by filtering the attached files either by name or by date to find what you were looking for quickly.

Project.co Standout Features & Integrations

Features include multiple ways to view information, real-time conversations, reactions and comment threads, a file repository, and slash command menus.

Integrations are available only through Zapier. Therefore, you will need a paid subscription with them to start connecting your tool stack to Project.co.

Best for cross-organizational reporting

  • 14-day free trial
  • Pricing plan from $39/month (min 5 seats).
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Rating: 4.7/5

Nifty offers creative teams and organizations a single workspace to collaborate and manage projects.

Why I picked Nifty: Cross-project overviews give organizational clarity, and task progress is automatically updated as teammates complete the corresponding tasks. Nifty boasts automated project status reporting, and a time tracker to track time across members, tasks, and projects. The task list and Kanban view offer added task management flexibility.

Nifty is robust enough to manage development sprints while remaining approachable and flexible to a variety of workflows. A cross-organizational project overview tab provides insights into high-level timelines which can be turned into a task-level deep-dive analysis of any project. Nifty also has a help center to ensure you maximize your team’s efforts.

Nifty Standout Features & Integrations

Features include discussions, forms, time tracking, milestones, file management, project portfolios, and reporting.

Integrations include data import from Asana, Basecamp, ClickUp, and Trello so you can quickly establish your workflow. Along with native integrations with Slack, Google Drive, G Suite, Google Calendar, Zoom, and GitHub; Nifty’s integration with Zapier connects Nifty with over 1000+ apps.

Resumen del Mejor Software de Gestión de Proyectos Creativos

Tools Price
monday.com From $8/user/month (billed annually, min 3 seats)
Kantata Pricing upon request
Productive From $11/user/month
ClickUp From $7/user/month
Ravetree From $29/user/month
Resource Guru From $3/user/month
QuickBase From $35/user/month (billed annually)
Hub Planner From $7/user/month (billed annually)
Project.co Pro plan starts at $10/user/month
Nifty Pricing plan from $39/month (min 5 seats).
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Otros Programas de Gestión de Flujo de Trabajo Creativo

¿Necesitas más ideas de aplicaciones de software creativo? Después de todo, los proyectos creativos a veces necesitan pensar de manera particular e innovadora. Aquí tienes algunas otras sugerencias de software creativo para empezar.

  1. FigJam by Figma

    Best to connect with Figma

  2. Paymo

    Best creative software for tracking time and invoicing clients

  3. Freedcamp

    Best for 3rd party integrations

  4. Filestage

    Best for its variety of ways to gather feedback

  5. Ziflow

    Deliver exceptional creative work with the leading creative collaboration platform for agencies and brands

  6. Teamwork.com

    Best for monitoring team capacity and workload

  7. Bonsai

    Best for integrated contract management and proposal analytics

  8. Planview Clarizen

    Best creative project management software for enterprise

  9. FunctionFox

    Best creative PM tool with time tracking

  10. Streamtime

    Best job management software for creative businesses

¿Necesitas Ayuda Para Reducir las Opciones?

Esta herramienta es bastante útil. Nos hemos asociado con Crozdesk para brindarte acceso a su “Buscador de software”.

Si ingresas algunos de los detalles sobre tu proyecto y las funciones que buscas en una herramienta de administración de proyectos, generará una lista de herramientas que coinciden con tus preferencias. Sólo debes proporcionar tu correo electrónico y te enviarán una bonita guía en PDF con un resumen de las mejores coincidencias.

¿Qué Opinas Sobre Estas Aplicaciones de Software Creativo?

Los equipos creativos requieren soluciones creativas para sus problemas de gestión de proyectos. Lo anterior son algunas sugerencias pero, como de costumbre, no es una lista exhaustiva. ¿Qué herramientas o software utilizas para la gestión de proyectos creativos? Me encantaría que dejaras tus sugerencias en los comentarios.