Creative agency glossaryProject Management and Workflow

Task Management Tools

Task management tools are software for capturing, assigning, prioritizing and tracking the individual tasks that make up a team's work.

What is a task management tool?

A task management tool holds the smallest unit of work: the task. Each one has a description, an owner, a due date and a status, and usually a place for files and comments. Tasks can be grouped into lists, boards or projects, filtered by person or date, and moved through stages such as to do, in progress, in review and done. The familiar forms are the kanban board, the shared checklist and the personal inbox of assignments.

Task management is narrower than project management. A project tool deals with phases, budgets and resources across a whole job; a task tool deals with who is doing what this week. Many platforms do both, but the task layer is the one the team touches every day.

Why it matters

Why task management tools matter

Without a shared task list, work lives in email threads, chat messages and people's memories, and the most common question in the studio becomes "who is doing this?" A task tool makes ownership explicit. Every task carries one name, which is the single most effective way to make sure something gets done.

It also gives producers a live picture without having to ask. When statuses are kept current, the weekly status meeting gets shorter, and most of the interruptions that break an editor's concentration disappear.

In practice

How task management tools work in practice

  1. 01

    Set up a small number of boards or projects that match how the team thinks: one per client project, or one per team with project tags. Agree the statuses and keep them few. Every new request becomes a task with an owner and a date before anyone starts on it, so work cannot appear from a hallway conversation and vanish again. Recurring work, such as monthly reports or weekly social deliveries, is set up once as a repeating task.

  2. 02

    Each person works from their own view of assigned tasks. Comments and files live on the task, not in separate threads, so the history is in one place, and anyone picking the work up later can see what was decided and why. Producers review the boards at a fixed point each week, clear stale tasks and reassign whatever is stuck. The tool is connected to the calendar and to messaging, so due dates and handoffs notify the right person automatically.

Watch out

What people get wrong about task management tools

Making tasks too big or too small. Making the film is not a task, and renaming a file does not need one. A good task is something one person can finish in a few hours to a few days. The second mistake is letting the board rot. A board full of tasks that were finished, abandoned or never real stops being trusted, and once people stop trusting it they stop updating it.

And mistaking activity for progress. A long list of closed tasks can still mean the important work did not move. Using the comments for debates is a close relative: long arguments bury the decision, so have the discussion elsewhere and record the outcome on the task.

Questions

People also ask

What is the difference between task management and project management tools?

Task management tools track individual pieces of work and who owns them. Project management tools add the wider structure: phases, timelines, budgets, resources and reporting. Most project platforms include task management, but not the other way round.

What features matter most in a task management tool?

Clear ownership, due dates, simple statuses, comments and files attached to each task, and views by person and by project. Connections to calendar and messaging help the tool become part of the day rather than an extra chore.

How do you get a team to actually use a task management tool?

Make it the only place work is assigned, keep it simple and have leaders use it visibly. If requests still arrive and get done through chat, the tool will always be out of date.

Next to it in the glossary

  1. Scope CreepScope creep is the gradual expansion of a project beyond what was agreed, through small additions that arrive without new time or budget.
  2. Scope of WorkA scope of work is the document that defines exactly what a project will deliver, how, by when and within what limits, so the client and the agency agree on what done means.
  3. Sprint PlanningSprint planning is the meeting at the start of an agile sprint where a team agrees what it will deliver in the next short, fixed period of work, and how.
  4. Team CollaborationTeam collaboration is how a group of people with different skills shares ideas, information and decisions to make one piece of work together.
  5. Time CategoriesTime categories are the labels used to classify logged hours by type of work, such as billable client work, internal projects, admin or new business.
  6. Time SchedulingTime scheduling is the practice of assigning specific dates and times to tasks, people and resources so work happens in the right order without clashes.

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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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