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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 AI-enhanced workflow automation

  • 7-day free trial
  • Pricing upon request
Visit Website
Rating: 4.6/5

Screendragon is a creative project management software designed to speed-up creative delivery and reduce project risks and costs. It is used and loved by in-house and agency teams at Kellogg’s, BP, The International Olympic Committee, TBWA, and McCann World Group.

Screendragon particularly stands out for its AI-enhanced workflow automation, which helps creative teams eliminate repetitive manual tasks, reduce approval bottlenecks, and simplify complex processes. By automating workflows intelligently, teams free up more time for high-value creative work while ensuring projects move forward with fewer delays. This automation, combined with a highly customizable interface and branding options, makes Screendragon a powerful fit for agencies that need both flexibility and speed.

From a usability perspective, Screendragon offers an intuitive interface with features covering every stage of creative project management—SOW creation, creative briefs, visual proofing, file sharing, and review and approval workflows. Advanced customization comes in the form of granular user permissions, personalized dashboards, custom forms, templates, and workflow management rules.

Creative teams can manage and visualize their work through interactive Gantt charts, Kanban boards, or list views. Its integrated budget module makes it easy to build estimates and track expenses across the project lifecycle. Leaders also benefit from the capacity view, which provides a 360-degree perspective of current and upcoming resource availability to help with better forecasting.

To streamline production even further, Screendragon includes version control, advanced routing, and automation of approvals, making it a popular choice for in-house agencies focused on boosting productivity and reducing costs. The platform is highly adaptable to different organizational needs, ensuring it scales as teams grow.

Screendragon also offers an open API and seamless integrations. Native connections with ERP systems like SAP and PeopleSoft are available, as well as integrations with thousands of apps via Zapier—including Slack, Trello, Google Drive, Office 365, and Microsoft Dynamics.

Best for visibility into agency operations

  • 14-day free trial available
  • From $19.9/user/month (billed annually)
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Rating: 4.5/5

Scoro is a work management software that caters to professional service businesses, including creative agencies, by providing a unified platform for managing projects, finances, and resources.

Why I Picked Scoro: Scoro is an all-in-one work management tool that integrates project delivery, sales and CRM, resource planning, time tracking, and financial management into a single system. This integration is especially valuable for creative teams where collaboration, visibility, and real-time updates are essential.

The platform includes customizable dashboards that help teams make informed decisions based on live data.

Scoro Standout Features & Integrations

Features include reporting and analytics for agency operations as a whole (not just per project), providing insights into progress, results, capacity, and financial performance. Scoro also includes automatic retainer invoicing so your agency gets paid faster and stays profitable.

Integrations include Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Expensify, Stripe, Jira, Slack, Asana, Dropbox, PayPal, and more.

New Product Updates from Scoro

Scoro Version Update: Enhancements to Billing and Reporting
Demonstration of purchase order status automations in action
October 19 2025
Scoro Version Update: Enhancements to Billing and Reporting

Scoro's latest update introduces advanced purchase order status automation, cost-tracking features, and better integration with BambooHR. For more information, visit Scoro's official site.

Best for managing resources, projects, and finances

  • 14-day free trial
  • From $9/month (billed annually)
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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.

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 a built-in time tracker tool that you and your team can use to log hours for each task or client project, which helps keep billing and budgeting accurate. The scheduling tool in Productive also allows you to include placeholders as you're assigning work to resources and setting due dates. This is useful if you're planning tentative work that your agency hasn't officially won yet or when project priorities aren't set in stone.

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

New Product Updates from Productive

Productive Launches Dashboards 2.0
Productive Dashboards 2.0 makes reporting clearer and more customizable.
October 26 2025
Productive Launches Dashboards 2.0

Productive has rolled out Dashboards 2.0, introducing upgraded widgets and new formatting options to help teams build clearer and more customizable performance views. For more information, visit Productive's official site.

Best for annotating and versioning

  • 14-day free trial + free plan available
  • From $8/user/month (billed annually)
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Rating: 4.6/5

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 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 shareable forms for project management steps like project initiation, requirements gathering, and approvals, which helps speed up these processes and make sure you're getting input from everyone involved. The tool also includes expense tracking (via a customizable template) and the ability to create content calendars for marketing and social media projects.

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

New Product Updates from monday.com

Visualize Board Data with WorkCanvas in monday.com
Data layer in monday.com's WorkCanvas.
October 12 2025
Visualize Board Data with WorkCanvas in monday.com

monday.com has introduced a new feature on WorkCanvas that allows users to visualize and style board data directly on their canvas, enhancing insights and context clarity. For more information, visit monday.com's official site.

Best for capacity planning

  • 30-day free trial
  • From $4.16/user/month (billed annually)
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Rating: 4.7/5

Resource Guru is a creative project management tool that helps agencies and in-house teams schedule people, equipment, and meeting spaces in one place. Its focus on resource allocation and project forecasting makes it especially useful for creative teams juggling multiple deadlines and overlapping priorities.

I picked Resource Guru for this list because of its clear visibility into team availability and its robust capacity planning tools. You can see how work is distributed across your team and spot potential over-allocation before it causes delays. I also like its project forecasting reports, which help you anticipate future resource needs and plan accordingly. The leave management function is another standout—by tracking vacations and sick days alongside project schedules, you get a complete picture of resource availability.

Standout features include a unified resource pool for managing people, equipment, and meeting rooms; resource utilization monitoring to track billable versus non-billable time; and daily schedule emails so team members always have the latest updates. These tools make it easier to keep creative projects moving without resource conflicts or unexpected shortages.

Integrations include Google Calendar, Microsoft Outlook Calendar, Apple Calendar, Calendly, Fantastical, Zapier, Slack, Salesforce, NetSuite, HubSpot, ChatGPT (OpenAI), and Microsoft Dynamics CRM, plus connections to popular project management platforms like Asana, monday.com, Basecamp, and Jira Software Cloud.

New Product Updates from Resource Guru

Resource Guru Expands Reporting With Six New Reports
Resource Guru displays utilization and capacity in one quick view.
October 26 2025
Resource Guru Expands Reporting With Six New Reports

Resource Guru introduced six new reports to help teams make smarter decisions with clearer insights into utilization, availability, scheduling, and time off. For more information, visit Resource Guru's official site.

Best for scaling organizations

  • Free plan available
  • From $10/user/month (billed annually)
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Rating: 4.2/5

Wrike is an award-winning creative project management software that allows creative teams to streamline their processes from start to finish.

Why I picked Wrike: It features customizable briefs and request forms, visual and customizable workload management, space for team members to provide feedback, and reporting and analytics. You can automate work intake and proofing, enable creative workflows, and improve delivery with a single collaborative platform. 

Additionally, you can customize workflows, dashboards, reports, and request forms. Wrike has an easy-to-use interface with distinct Spaces, folders, and tasks. You can switch between Kanban boards, interactive drag-and-drop Gantt charts, and traditional workload views to visualize priorities. Or navigate between the home screen and timesheets, dashboards, calendars, reports, and a stream for notifications and messages. You also have access to a variety of pre-built templates for common organizational processes that allow teams to launch projects faster.

Wrike Standout Features & Integrations

Features include pre-built templates, custom request forms, interactive Gantt charts, visual proofing, workflow automations, time tracking, project portfolio management, and dashboards.

Integrations include 400+ pre-built native integrations, like the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.

Best for full-scale creative agency project management

  • 7-day free trial
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.4/5

Bonsai Agency Software is a full-scale solution designed to enhance the operations of creative teams. It's a robust platform that simplifies project tracking, client management, and financial oversight. Aimed at agencies within the creative industry, Bonsai helps users maintain a clear focus on their creative work while efficiently managing the administrative aspects of their projects. 

Why I Picked Bonsai:  What sets Bonsai apart from its competitors is its deep customization specifically tailored for creative workflows. It provides an intuitive interface that supports not only project management but also aids in automating repetitive tasks such as invoicing and contract management. Unique features include a suite of templates specifically designed for creative proposals and contracts, integrated time tracking directly linked to specific tasks and projects, and a powerful budget planning and expense tracking system that caters to the nuanced needs of small and mid-size agencies. 

Bonsai offers advanced insights and analytics on team profitability based on total logged time, billable hours, and cost rates per project or per client. This feature allows users to uncover hidden costs and opportunities and improve their business’s efficiency and profitability. Bonsai also allows users to assign projects and tasks to their team or contractors, prioritize their week, and see exactly how projects progress. The ability to analyze team effectiveness helps your agency refine your resource management and improve success rates by completing projects on time and on budget. 

Bonsai Standout Features and Integrations

Features include a client CRM, which means you don't have to switch between account management and project management tools. The tool also offers a client portal, which allows clients to view project progress, approve deliverables, and communicate directly within the platform.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.

Best for full lifecycle creative service delivery

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.1/5

Kantata is a SaaS platform designed to help creative agencies manage projects across their entire lifecycle. From scoping and planning to delivery, tracking, and reporting, it centralizes your work so you can keep client campaigns on schedule, budgets under control, and teams working in sync.

Why I picked Kantata: What stands out most is how Kantata connects every stage of project delivery in one place. Its project dashboards provide a clear overview of timelines and milestones, while integrated financials let you track budgets and profitability in real time. For agencies where billable hours and accurate forecasting are crucial, the built-in time tracking and reporting tools help ensure work is properly captured and clients are billed with confidence.

Kantata Standout Features & Integrations

Features include dynamic dashboards that highlight project health, resource scheduling tools to balance workloads across your creative team, and collaboration features like task boards and activity feeds that keep clients and team members aligned throughout the project. It also offers pulse surveys to capture both team and client sentiment at key milestones, helping agencies stay proactive about project delivery.

Integrations include Salesforce, SAP, Jira, Xero, BambooHR, Slack, Worday, QuickBooks, HubSpot, and NetSuite.

Best for strategic agency management

  • Free bespoke demo
  • From $17/month
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Rating: 3.8/5

Synergist is a project management and agency management software that caters to the needs of marketing, creative, PR, digital agencies, and consultants. The software is designed to offer real-time insights, enhance business intelligence, and facilitate remote work.

Why I picked Synergist: Synergist is designed to assist agencies in managing their projects, clients, and financials. It includes features for customer relationship management, project planning, resource scheduling, time tracking, invoicing, and advanced analytics, all aimed at improving project profitability and management efficiency. 

Moreover, Synergist emphasizes a strategic approach to agency management by offering a comprehensive system for project and financial oversight, backed by bespoke onboarding, expert advice, and ongoing support from experienced consultants. It is designed to help agencies make better business decisions, manage clients and new business effectively, and accurately plan for future capacity. 

Synergist Standout Features & Integrations

Features include pipeline management tools, estimating and quoting capabilities, task and workflow management, expense tracking, purchasing tools, invoicing and revenue management, dashboards and reporting, and a mobile app.

Integrations include Xero, Sage, HubSpot, Outlook Calendar, Microsoft OneDrive, Google Drive, Dropbox, Microsoft 365, HubSpot CRM, and Salesforce CRM.

Best for breaking down complex tasks

  • Free plan available
  • From $7.65/user/month
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Rating: 4.6/5

Quire is a visual task and project management tool designed to help teams plan, execute, and deliver creative work. It gives users flexible ways to organize ideas, manage workflows, and stay aligned through each stage of a project. 

Why I picked Quire: Quire stands out because of how it helps teams organize complex, nonlinear projects. Its infinite nested task lists make it easy to map out an entire creative process, from early concepting through drafts and reviews, without losing sight of the big picture. You can break down high-level themes into scenes, campaigns, or assets, and then layer in more granular actions like “design," “copy edit," or “client feedback” under each one.

I also like how it supports visual planning and scheduling. The timeline view lets you map out creative deliverables on a Gantt-style chart so you can see deadlines, overlaps, and pacing at a glance. Paired with the Kanban board view, which is great for tracking production pipelines (like writing, editing, approvals), it helps keep creative workflows moving smoothly.

Quire Standout Features & Integrations

Features include the ability to create personalized sublists from the main task list, helping team members focus on specific tasks or priorities. Quire also offers a document feature that centralizes all project-related information, notes, and updates, enriching documents with task details and user mentions. 

Integrations include Google Calendar, Gmail, Slack, Outlook, Zoho Flow, GitHub, Apple Calendar Sync, Box, Dropbox, Google Drive, and Microsoft Teams.

Resumen del Mejor Software de Gestión de Proyectos Creativos

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. Quickbase

    For no-code business apps

  2. FigJam

    To connect with Figma

  3. Nifty

    For cross-organizational reporting

  4. MeisterTask

    Kanban-inspired collaboration for creative teams

  5. Freedcamp

    For 3rd party integrations

  6. Filestage

    For its variety of ways to gather feedback

  7. Ziflow

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

  8. Teamwork.com

    For monitoring team capacity and workload

  9. Planview AdaptiveWork

    Creative project management software for enterprise

  10. FunctionFox

    Creative PM tool with time tracking

¿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.