How to Set Up a Project Management Tool for your Agency


If you’re running an agency, you know how important it is to manage projects effectively. Keeping track of deadlines, assigning tasks, and collaborating with team members can be a challenging task, especially when you’re juggling multiple projects at once.

One of the best ways to streamline your project management process is by using a project management tool. These tools can help you organize your projects, track progress, and keep everyone on the same page. In this post, we’ll walk you through how to set up a project management tool for your agency.

Step 1: Define Your Requirements

Before you start looking for a project management tool, you need to define your requirements. What are the specific features you need? Do you need a tool that can handle multiple projects? What about reporting capabilities?

Make a list of your requirements and use it as a guide when evaluating different project management tools.

Step 2: Research and Evaluate Tools

Once you’ve defined your requirements, it’s time to start researching project management tools. There are many different tools available, so it’s important to take the time to find one that meets your needs.

Once you’ve found a few tools that meet your requirements, it’s time to evaluate them. Consider factors like ease of use, pricing, and customer support.

Step 3: Set It Up

Once you’ve chosen the right tool, it’s time to set it up. Here are the basic steps you’ll need to follow:

  1. Create your account: Most project management tools require you to create an account before you can start using them. Follow the on-screen instructions to create your account.
  2. Create your first project: Once you’ve created your account, it’s time to create your first project. Give your project a name and add any necessary details.
  3. Add team members: Next, you’ll need to add team members to your project. Most project management tools allow you to add team members by email address.
  4. Set up tasks: Once you’ve added your team members, it’s time to start setting up tasks. Create a list of tasks that need to be completed for your project, and assign them to team members.
  5. Track progress: Finally, it’s time to track progress. Use your project management tool to monitor task completion, identify any roadblocks, and make adjustments as needed.

Step 4: Train Your Team

Finally, it’s important to train your team on how to use your new project management tool. Schedule a training session and walk your team through the basics of the tool. Be sure to provide ongoing support as needed.


In conclusion, setting up a project management tool for your agency can help you streamline your processes, keep everyone on the same page, and ensure that your projects are completed on time and on budget. By following the steps outlined in this post, you can choose the right tool for your agency and get started in no time.

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For over 3 years, Adrianna has designed and implemented Pinterest strategies for her own websites and those of her clients. She exclusively dedicates her time to growing clients’ website traffic through Pinterest Marketing. When she’s not working on Kordial Media, she enjoys a great workout with friends and cooking with her family!