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Planning, managing, and controlling creative projects is no easy feat. Creative agency project management software can help you address risks and challenges on your projects, keep the team on track, and deliver the work on time and within the budget.

There are plenty of creative agency project management software solutions out there, but it can be tough to find the right fit for your agency or in-house team. I'll simplify this for you—I've shortlisted the best project management tools based on my extensive experience managing creative projects.

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The Best Creative Project Management Software Comparison Chart

Use this table to compare my picks side by side.

Tool Best For Trial Info Price
1
Smartsheet

Smartsheet offers various views for visualizing projects, including Gantt charts, Kanban boards, and calendar views.

Best for customizable creative workflows

30-day free trial

From $9/user/month (billed annually) Website
2
Scoro

Scoro's dashboards are customizable so you can gain visibility into information that matters.

Best for visibility into agency operations

14-day free trial + free demo available

From $26/user/month (billed annually) Website
3
monday.com

A sample event planning workload using a Monday project management template.

Best for annotating and versioning

14-day free trial + free plan available

From $8/user/month (billed annually) Website
4
Productive

Productive's task management feature enhances productivity by organizing and prioritizing tasks effectively

Best for resource planning and budgeting

14-day free trial

From $9/month (billed annually) Website
5
Kantata

Kantata's project management features include resource forecasting and utilization tools.

Best project management software for scaling organizations

Not available

Pricing upon request Website
6
Screendragon

Manage the entire lifecycle of your creative project in one place, from briefing to production and delivery.

Best creative operations project management solution designed for high-performing in-house & agency teams

7-day free trial

From $20/user/month Website
7
Resource Guru

Project plans can be developed based on team members' capacity and availability, ensuring resources are well-managed.

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

30-day free trial

From $4.16/user/month (billed annually) Website
8
Bonsai Agency Software

Bonsai is a project management tool tailored for creatives, featuring task management, budgeting, and client management.

Best for full-scale creative agency project management

Free trial available

From $9/user/month (billed annually) Website
9
Accelo

The project overview dashboard within Accelo highlights tasks, timelines, quotes, and other important project information.

Best for enhancing communication with clients

Free demo available

Available upon request Website
10
Hub Planner

Hub Planner provides an interactive Gantt chart that allows project managers to create and visualize project timelines, dependencies, and milestones.

Best for team scheduling, capacity planning, & requesting work

14-day free trial + free demo available

From $7/user/month (billed annually) Website

How to Choose Creative Project Management Software

As you work through your own unique software selection process, keep the following points in mind:

  • Ease of use: Creative teams thrive in environments that are intuitive and user-friendly, while a steep learning curve can hinder productivity and delay project timelines. Look for software with a simple, clean interface that can be easily navigated by all team members, regardless of their technical proficiency.
  • Collaboration features: Effective collaboration is crucial in creative projects where ideas and feedback need to be exchanged seamlessly. Choose software that offers real-time collaboration tools such as shared workspaces, comment sections, and integrated chat or video conferencing.
  • Resource management: Look for software that provides comprehensive resource management capabilities, including workload balancing, resource allocation, and time tracking. This lets you optimize the use of your team’s skills and avoid burnout. An example would be a tool that offers a visual resource planner to see who is available for new tasks and who is overbooked at-a-glance.
  • Integration capabilities: Creative projects often require the use of various tools and software. Make sure the project management software you choose can integrate with other essential tools like design software like Adobe Creative Cloud, file storage solutions, and communication platforms. This minimizes the need for constant switching between applications, saving time and reducing the risk of errors. .
  • Customization options: Every creative agency has unique processes and workflows. It’s important to choose software that can be customized to fit your specific needs, instead of having to change your processes to fit the tool. Look for options that allow you to create custom workflows, templates, and dashboards. For example, the ability to create custom project templates can help standardize best practices across your team, improving efficiency and consistency.

10 Best Creative Project Management Software Overviews

Read about each tool and get relevant information regarding its use in creative projects. Feel free to check out how I picked the software on this list.

Best for customizable creative workflows

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

Smartsheet is a cloud-based platform that helps you manage projects, automate workflows, and collaborate with your team. Its familiar spreadsheet-like interface makes it adaptable for various tasks, from simple to complex projects. 

Why I picked Smartsheet: Smartsheet offers customizable templates tailored for creative projects, allowing you to set up workflows that match your team's needs. These templates help you organize tasks, set deadlines, and assign responsibilities, ensuring everyone knows their role and timelines. This customization supports your creative process by providing a structured yet flexible framework.

Another notable feature is Smartsheet's proofing capabilities, which let your team review and approve creative assets directly within the platform. You can share files, gather feedback, and track revisions in one place, reducing the need for external tools.

Smartsheet Standout Features & Integrations

Features include content collaboration, digital asset management, customizable dashboards, file sharing, task dependencies, critical path visualization, project scheduling, time tracking, budget tracking, request management, version control, and activity logs.

Integrations include Power BI, Tableau, Adobe Creative Cloud, Salesforce, Microsoft Dynamics 365, ServiceNow, Jira, Slack, Microsoft Teams, DocuSign, Zapier, and UiPath.

Best for visibility into agency operations

  • 14-day free trial + free demo available
  • From $26/user/month (billed annually)
Visit Website
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 and integrates project delivery, sales and CRM, resource planning, time tracking, and financial management into a single system. This integration is particularly beneficial for creative projects where collaboration and real-time updates are crucial.

The platform includes customizable dashboards that can help in making informed decisions based on real-time data.

Scoro Standout Features & Integrations

Features include reporting and analytics for agency operations as a whole (rather than just on a per-project basis), via which you'll get insights into progress, results, and future outlook in areas like agency performance and financials. 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.

Best for annotating and versioning

  • 14-day free trial + free plan available
  • From $8/user/month (billed annually)
Visit Website
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.

Best for resource planning and budgeting

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

Best project management software for scaling organizations

  • Pricing upon request
Visit Website
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.

Kantata Standout Features & Integrations

Features include advanced resource management capabilities like specific workload and allocation views, and a database where you can keep track of which team members have which skills, skill gap analysis, and projected demand and profitability. These help you see who's working on what, so you can make sure everyone's pulling their weight and no one's getting overloaded.

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 creative operations project management solution designed for high-performing in-house & agency teams

  • 7-day free trial
  • From $20/user/month
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’s user interface is easy-to-use and allows users to custom-brand the interface. It covers all aspects of creative project management with features for SOW creation, creative briefs, project management, visual proofing, file sharing, review and approval workflows, resource management and forecasting, and financial tracking. Advanced customization is available in the form of granular user permissions, powerful custom forms, templates, personalized dashboards, workflow management rules, and more.

Creative teams can visualize and manage tasks through interactive Gantt charts, Kanban boards, or list views. Screendragon’s integrated budget module makes it super easy to create estimates and track expenses for the lifecycle of the creative project. Another great feature for creative leaders is the capacity view, which offers a 360-degree view of both current and upcoming resource capacity.

Screendragon also has powerful features to help streamline creative production workflows including version control, advanced routing capabilities, ability to automate approvals, and more. It is the creative project management platform of choice for many in-house agencies with additional functionality to cater to their growing needs around increasing productivity and reducing costs.

Screendragon has an open API, enabling custom integrations with any solution. It offers native integrations with leading ERP systems such as SAP and PeopleSoft and can integrate with thousands of apps through Zapier like Slack, Trello, Google Drive, Office 365, and Microsoft Dynamics.

Screendragon starts from $20/user/month with a one-off implementation fee, and a free demo is available.

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

  • 30-day free trial
  • From $4.16/user/month (billed annually)
Visit Website
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.

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 wait lists for team members (new work is added to this list when team members are overcapacity), which helps you keep track of upcoming work even if it can't be started yet. The tool also allows you to manage equipment availability and capacity alongside the human resources working on your projects, which keeps all resourcing information in one place.

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

Best for full-scale creative agency project management

  • Free trial available
  • 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 enhancing communication with clients

  • Free demo available
  • Available upon request
Visit Website
Rating: 4.4/5

Accelo is a cloud-based platform designed to help your team manage projects, client relationships, and business processes all in one place. 

Why I picked Accelo: For creative project management, Accelo offers task boards that help you break down complex projects into manageable tasks and assign them to team members. The project dashboards give you real-time insights into timelines, allowing your team to adjust priorities and resources as needed.

With Accelo’s client communication tracking, you’ll always have context for creative revisions or feedback, so nothing gets missed when collaborating with clients. The platform’s time-tracking feature also ensures you can log every minute, which is particularly helpful when you’re working on detailed designs or projects that require constant iterations.

Accelo Standout Features & Integrations

Features include the ability to create, set, and track service-level agreements (plus a template for the agreement itself) and automated retainer management capabilities, both of which make your ability to manage and work with clients much easier. This also includes features like automatic invoices and renewal reminders.

Integrations include Google Workspace, Microsoft 365, Microsoft Exchange & Microsoft Outlook, Xero, QuickBooks Online, HubSpot, Mailchimp, Salesforce, Zapier, Stripe, PayPal, Jira, Continuum, Zendesk, Microsoft Power BI, Expensify, Gusto, HubSpot Partner Portal, Practice Ignition, Google Analytics, and others.

Best for team scheduling, capacity planning, & requesting work

  • 14-day free trial + free demo available
  • From $7/user/month (billed annually)
Visit Website
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, you can ensure 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 you monitor project budgets and timelines. With features such as time tracking and custom reporting, Hub Planner lets your creative agency measure project performance and identify areas for improvement, as well as deliver projects on time, within budget, and to the highest possible standard.

Hub Planner Standout Features & Integrations

Features include the ability to plan and adjust project schedules to accommodate paid time off (PTO) for team members, as well as resource management features like the ability to request resources from other teams and capacity planning that takes into account not only availability but also the skills of available team members.

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). 

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Other Creative Project Management Software

Need more creative software app ideas? After all, creative projects, and design agency project management, sometimes require thinking outside the box. Here are a few more suggestions to get you going.

  1. Synergist

    For strategic agency management

  2. Quickbase

    For no-code business apps

  3. FigJam

    To connect with Figma

  4. Nifty

    For cross-organizational reporting

  5. MeisterTask

    Kanban-inspired collaboration for creative teams

  6. Freedcamp

    For 3rd party integrations

  7. Filestage

    For its variety of ways to gather feedback

  8. Ziflow

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

  9. Teamwork.com

    For monitoring team capacity and workload

  10. Planview Clarizen

    Creative project management software for enterprise

If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated: 

Selection Criteria for Creative Project Management Software

Here's the criteria I used to test and evaluate each tool on my shortlist.

Core Project Management Functionality: 25% of final scoring

  • Task management and assignment
  • Time tracking and logging
  • Resource allocation
  • Project scheduling and timelines
  • Collaboration and communication tools

Additional Standout Features: 25% of final scoring

  • Creative briefs for clear project direction
  • File sharing and version control to maintain document integrity
  • Project templates for quick setup
  • Gantt charts for visual project tracking
  • Client review and approval processes

Usability: 10% of final scoring

  • Intuitive, user-friendly interface
  • Drag-and-drop functionality for scheduling
  • Customizable dashboards
  • Simple navigation and layout
  • Responsive design for mobile use

Onboarding: 10% of final scoring

  • Comprehensive training videos and tutorials
  • Interactive product tours
  • Availability of templates to streamline setup
  • Chatbots and customer support for immediate assistance
  • Webinars and onboarding sessions

Customer Support: 10% of final scoring

  • 24/7 support availability
  • Multiple support channels (email, chat, phone)
  • Responsive and knowledgeable support team
  • Comprehensive help center and documentation
  • Proactive issue resolution and follow-up

Value For Money: 10% of final scoring

  • Competitive pricing plans
  • Transparent pricing structure
  • Free trial or demo availability
  • Features included in basic plans
  • Discounts for longer-term commitments

Customer Reviews: 10% of final scoring

  • High overall rating
  • Positive feedback on ease of use and functionality
  • Reviews highlighting standout features
  • Consistent praise for customer support
  • Reported impact on productivity and project management for agencies

Here are some key trends in agency project management tools that I believe will be influential both now and in the future:

  • Enhanced AI-driven task management: AI-powered task management is becoming more popular, and can automate routine tasks, prioritize workloads, and suggest optimal workflows, significantly improving efficiency.
  • Automated creative workflow automation: The introduction of more sophisticated automation rules allows creative teams to automate repetitive processes and focus on higher-value tasks.
  • Predictive analytics: More and more, project management software for creative agencies is incorporating predictive analytics to forecast project outcomes and potential bottlenecks and aid in proactive decision-making.
  • Creative asset management: The introduction of creative asset management features allows for better organization and accessibility of digital assets. This can also be achieved using digital asset management software.
  • Immersive collaboration environments: Emerging technologies like virtual and augmented reality are also being increasingly integrated into creative agency project management tools, which allows remote teams to experiment with immersive collaboration spaces.

What is Creative Agency Project Management Software?

Creative agency project management software is a tool that helps creative agencies organize, plan, and execute their projects effectively. It combines tools for task management, scheduling, resource allocation, and collaboration. You'll also find features for file sharing, feedback collection, and project tracking.

Project management tools for agencies can also streamline project delivery by keeping all project-related information in one place and providing a clear overview of project timelines, budgets, and resource utilization. This also helps you make informed decisions.

Features of Creative Project Management Software

When selecting creative project management software, keep an eye out for the following key features:

  1. Task management: Solid task management capabilities help teams assign, track, and prioritize tasks, so everyone knows their responsibilities and deadlines. This helps to manage dependencies and reduce bottlenecks.
  2. Collaboration tools: Collaboration tools facilitate communication among team members, making it easy to share ideas, feedback, and updates in real-time.
  3. Time tracking: Time tracking allows teams to monitor how much time is spent on each task. This helps with project budgeting and identifying areas for improvement.
  4. Resource management: Resource management helps allocate resources like team members, tools, and materials efficiently, which can help prevent overallocation and optimize utilization.
  5. File sharing: File sharing capabilities make sure all team members have access to the latest versions of files and documents. This reduces the risk of errors and miscommunication.
  6. Creative briefs: Creative briefs help outline project objectives, the target audience, and deliverables, which provides clear direction and makes sure all stakeholders are aligned.
  7. Version control: Version control keeps track of changes made to documents and files, so teams can revert to previous versions if needed and maintain a clear history of revisions.
  8. Project templates: Project templates save time by providing pre-defined structures for common project types. This also helps with consistency and getting started quickly.
  9. Gantt charts: Gantt charts offer a visual representation of the project timeline, so teams can understand project progress and identify potential delays.
  10. Client review and approval: Client review and approval features streamline the process of getting feedback and sign-offs from clients, so projects stay on track and meet client expectations.

Benefits of Creative Project Management Software

Here are five key advantages of using creative workflow tools for both users and organizations:

  1. Enhanced collaboration: Project management software for advertising agencies can improve collaboration by providing a centralized platform for communication, so all team members are aligned and can easily share ideas and feedback.
  2. Improved efficiency: By streamlining workflows and automating repetitive tasks, the software helps teams work more efficiently, save time, and focus on high-impact creative work.
  3. Better resource management: Effective resource management features allow organizations to allocate team members and tools efficiently, prevent overwork, and make sure projects are completed on time and within budget.
  4. Increased transparency: With real-time updates and clear visibility into project progress, project management tools for creative agencies can increase transparency, so teams stay on track and you can make informed decisions quickly.
  5. Higher quality outputs: The structured approach and comprehensive tools provided by design agency management software lead to higher quality outputs, as teams can meticulously plan, execute, and review their work with greater precision.

Costs & Pricing For Creative Project Management Software

Here's a breakdown of the common plans, their average prices, and the features they typically include:

Plan Comparison Table for Creative Project Management Software

Plan TypeAverage PriceCommon Features
Free$0Basic task management, file sharing, limited storage and user access, basic collaboration tools
Basic$10 - $20 per user/monthTask management, time tracking, resource allocation, basic reporting, integrations with essential apps
Standard$25 - $40 per user/monthEnhanced collaboration tools, advanced reporting and analytics, project templates, version control, increased storage
Premium$50 - $70 per user/monthAll standard features, AI-powered resource management, workflow automation, advanced security features, priority support
EnterpriseCustom PricingAll premium features, custom integrations, dedicated account manager, unlimited storage, enterprise-grade security
 A breakdown of plan types, costs, and features for design studio project management software.

Creative Agency PM Software FAQs

Find answers to common questions about project management at creative agencies.

What is a creative project?

A creative project is, in most cases, an original imaginative or artistic solution to a client’s problem. These types of projects are commonly handled by digital marketing firms, advertising agencies, branding studios, and other creative business types.

What is creative project management?

Creative project management refers to the specialized processes and methodologies used to plan, organize, and execute creative projects and initiatives.

Unlike traditional project management, which focuses more on tangible deliverables and processes, creative project management deals with the unique challenges of managing creative work, such as iterative design processes, subjective feedback, and managing creative talent. It involves techniques like agile workflows, design sprints, and regular stakeholder collaboration to keep creative projects on track and deliver high-quality creative assets on time and within budget. As the project manager, you’re the “go-between” for technical, administrative, and creative teams.

Who uses creative project management software?

There are a number of types of teams and ways to use project management software. Some specific examples include creative agencies, marketing teams, design studios, and product development teams.

Creative work involves collaboration, feedback, and proofing, so an agency project management system that has communication and collaboration features is especially well-suited to this type of work. Creative teams may also have extra appreciation for a friendly drag-and-drop interface or interactive checklists.

As for agencies in particular, the ability to track progress — and to allow clients to track progress — is a big plus. Some software even offers client portals to facilitate this.

How do you manage a creative project?

There is no single way to manage a creative project. Depending on how your team works, you might take an agile or more waterfall approach. In the same sense, building a product might require a different approach from managing a marketing project.

Whatever your context, here are some steps that you can take to get started:

  1. Go through a careful requirements gathering process.
  2. Kick-off the project with solid project kickoff meeting.
  3. Make sure you know how to make and use a robust project plan and budget.
  4. Monitor progress and maintain frequent communication (and mitigate against scope creep!).
  5. Once you’ve delivered the final product, make sure you get useful feedback from your teams (for example, in a retrospective meeting).

What does a project manager at a creative agency do?

So what does the day-to-day of project management look like at a creative agency? Here’s a typical to-do list for a PM working at an agency:

  1. Review project timelines and adjust schedules as needed.
  2. Conduct team meetings to track progress and address any issues.
  3. Coordinate with clients to clarify requirements and provide updates.
  4. Allocate resources and assign tasks to team members.
  5. Monitor project budgets and ensure cost-effectiveness.
  6. Oversee the quality of deliverables and ensure they meet client expectations.
  7. Manage risks and implement mitigation strategies.
  8. Update project documentation and maintain records.
  9. Communicate with stakeholders to manage expectations and report on progress.
  10. Facilitate problem-solving and decision-making processes.
creative project management software logos list

What's Next?

As mentioned, creative projects need excellent communication. Therefore, I suggest you read about communication plans and how they work. You'll even have access to a template you can use.

Ben Aston
By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!