Creative agency glossaryProject Management and Workflow

PM Tools

PM tools are the software, templates and routines a team uses to plan, assign, track and report on project work.

What is a PM tool?

A PM tool is anything that helps a project manager or producer do the job: hold the plan, assign the work, see the status and tell the client where things stand. The obvious ones are software: task boards, scheduling and Gantt tools, resource planners, time trackers, shared drives and messaging. The less obvious ones are documents and habits: the brief template, the status report, the change order form, the delivery checklist, the Monday planning meeting.

PM is shorthand for project management, and in agencies it often means the producer as much as the project manager. In a creative agency and production studio the toolset spans two worlds, because the same project contains a planning phase that looks like office work and a shoot that looks like a small film set.

Why it matters

Why PM tools matter

Projects fail at the handoffs: between the brief and the plan, between the plan and the people, between the cut and the client's inbox. PM tools make those handoffs visible and recorded. When the task board shows who owns the next step, nobody is waiting on someone who does not know they are being waited on.

They also make the project manager replaceable for a day, which is not a threat but a safety net. If the producer is sick on a shoot day, a project that lives in the tools can be picked up by someone else. A project that lives in one person's head cannot.

And they give the client a rhythm. A status report in the same format every Friday is a small thing, but it is the difference between a client who trusts the schedule and one who chases it.

In practice

How PM tools work in practice

  1. 01

    Most teams build a small stack. One tool holds the work (tasks, owners, due dates), one holds the time (the schedule and the resourcing view), one holds the files and one holds the conversation. Templates sit around them: every project starts from the same brief, the same schedule skeleton and the same status format, so nothing important is forgotten and every client sees the same reliable rhythm.

  2. 02

    The project manager is the connective tissue. They keep the tools in agreement, run the weekly review, chase the overdue items and translate the state of the project into a short, honest update. The tools speed that up. They do not do it, and a team that expects software to manage the project ends up with a board full of tasks and nobody managing anything.

Watch out

What people get wrong about PM tools

Picking the tool before the process. If the team has not agreed how a project moves from brief to delivery, any tool will simply digitize the confusion. Agree the steps, then choose software that fits them. The second mistake is tool sprawl: a new app for every problem, until the status of a project lives in five places and none of them agree.

And choosing for the project manager alone. If the editor and the designer find the tool tedious, they will not update it, and the PM ends up managing a picture of the project rather than the project.

Questions

People also ask

What are the most common PM tools?

Task boards, scheduling and Gantt tools, resource planners, time trackers, file storage and team messaging, plus templates for briefs, status reports and change orders. Most agencies combine three to five of them.

What is the difference between PM tools and PM software?

PM software is one category of PM tool, usually a platform that combines tasks, schedules and reporting. PM tools also include templates, checklists and meeting formats that need no software at all.

How do you choose PM tools for a creative team?

Map how your projects actually run, then pick the fewest tools that support those steps. Test them on one live project before rolling them out, and choose what the makers will update, not just what the managers like.

Next to it in the glossary

  1. PlanningPlanning is the work of deciding, before anything is made, what a project will deliver, in what order, by whom, by when and with what money.
  2. PM Scheduling SoftwarePM scheduling software is project management software built around the calendar, used to place every task, person and milestone of a project on specific dates.
  3. PM SoftwarePM software is the project management software a team uses to plan work, assign it, track deadlines and keep everyone looking at the same schedule.
  4. PMO Software ToolsPMO software tools are the systems a project management office uses to oversee many projects at once, standardize how they are run and decide where people and money should go.
  5. Pomodoro TechniqueThe Pomodoro Technique is a time management method that breaks work into 25-minute focused intervals separated by short breaks.
  6. Productivity WorkflowA productivity workflow is the repeatable set of steps, tools and habits a person or team uses to move work from an incoming request to a finished result with as little friction as possible.

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RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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