Our Go-To PM Tools (and Why We Use Them)

Project management isn’t one-size-fits-all, and neither are our tools. We adapt our systems based on the needs of each client and the complexity of each project. Whether we’re building a full-scale curriculum or updating a single training module, the right tools help us keep things moving smoothly from kickoff to closeout.
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Here’s a behind-the-scenes look at the platforms and features we actually use every day—and why they work.

📅 For Timelines, Milestones & Task Tracking

ClickUp
It’s no secret: we LOVE ClickUp. We’ve been power users for over five years, and it’s still our go-to for everything from tracking project timelines and tasks to managing invoices and time logs. We basically live in Gantt view, and we have created a custom nested subtask templates for design, developement, project, management, and more.  One of our favorite features? ClickUp Docs, which lets us keep notes, updates, and linked tasks all in one searchable, shared space. (More on that below!) 

Google Workspace
We love so many of the tools in G Suite! Google Sheets are our go-to for flexible tracking, whether it’s mapping out project phases or tracking SME feedback. Calendar tasks help us stay aligned on weekly priorities, Drive houses all of our project documents,  and now, with Tabs in Google Docs, organizing notes just got a major upgrade.

Microsoft 365
For our clients who live in the Microsoft universe, we flex accordingly. We use Excel for tracking, Word for deliverables, and PowerPoint for project briefings and status decks. It’s reliable, familiar, and easy to navigate.

💬 For Real-Time Communication 

Slack
It’s not an exaggeration to say we run on coffee and Slack. Beyond chat, we use Slack’s Canvas and Bookmarks to keep key project links and notes handy. It’s a fast, flexible hub that helps our team (and yours) stay aligned without the inbox overload. 
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Microsoft Teams
We’ve managed entire project suites through Teams, using channels and file storage to stay organized. While we prefer Zoom for video calls, Teams is a great all-in-one option for clients who want communication, file-sharing, and planning all in one place.

📝 For Notes & Documentation

ClickUp Docs
This is where ClickUp really shines. One of its best features is Docs. With clear formatting, easy linking, and real-time collaboration, Docs let us take meeting notes, draft outlines, and connect tasks, all in the same workspace. Better still, you can house your Docs within the same project list for quick access and visibility. And yes, they’re fully searchable. No more digging.

Google Docs – Tabs Feature
Google Docs recently rolled out Tabs, and they’re a total game-changer. You can now organize your notes within a single document by topic, date, or subteam—no more endless scrolls through old folders. It's especially helpful when working across complex projects or with multiple reviewers. Think of it like OneNote, but on a platform most people are already using. 

​OneNote
Last but certainly not least: OneNote. OneNote remains a powerhouse for capturing ideas, tagging key items, and syncing seamlessly with Outlook. If your team is fully in a Microsoft environment, this may be the best tool in your kit. That said, we’ve found it works best for internal teams, since external access can be a bit tricky.

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Want a demo of these tools in action?

Want a full feature comparison or help choosing the right tool for your team?

📬 Email us or message us on LinkedIn!  

​We’d be happy to share more! ​