Podio
Optimized for syncing your team
We’ve tried loads of tools and seen how Bold BI can transform project management. It automates the dull tasks, boosts communication, and syncs data. This leads to smoother projects and better teamwork.
After thorough testing and real-world use, we’ve put together a list of the top project management tools that work well with Bold BI. We checked each one for compatibility, features, and how it boosts project management workflows with Bold BI.
Pros | Cons |
Ease of use | Limited free plan |
Customization | Reporting |
work process centralization | Slow at times |
For project management and social collaboration, look no further than Podio. Among a range of features, we really like the ability to create customer applications to meet specific business requirements. All this is supplied without managers needing to have any technical skills. A standout feature for us is the Podio App Market where users can access hundreds of free apps, all built by Podio and meeting specific industry and management requirements.
Podio is also fully scalable, offering a range of plans depending on the size of the business. These begin at $9/user/month for the basic plan. Collaboration is key here too, and we like the Facebook-style look of the interface for easy learning. File management, instant messaging, and video chat help to improve in-team communications. However, for us, it’s the app-building capabilities that set Podio apart, making it a solid option for smaller businesses requiring customization features.
Pros | Cons |
Customer Support | Limited customization |
Reporting | Limited forecasting |
Lots of features | Steep learning curve |
Providing priority management tools for project operations, Project Manager is the ideal solution for keeping clear sights on objectives across a range of projects. Offering a centralized dashboard for all users, Project Manager also supports integrations from third-party software including Trello, and Slack for improved information-sharing.
Starting at just $1/user/month, Project Manager is ideally suited as a personal task management tool for small to mid-sized businesses, or those working as professionals. We really like that there is a comprehensive view of tasks across all projects, making it suitable for personal use. Furthermore, with the alert functions and automated notifications, the entire team can be kept updated on changes in tasks, get messages, and even receive calls. As such, we think it’s a top option for small businesses looking to get fast response and turnaround times when it comes to staff engagement.
Pros | Cons |
Lots of templates | Filtering options |
Easy to use | Teams of 3 or more |
Lots of integrations | Complicated pricing |
As an award-winning project management platform, Monday.com stands out for us within the industry. We really like it for its scalability and flexibility, offering services to teams and businesses of all sizes. Managers on Monday.com can plan, manage, and prioritize a range of projects across marketing, sales, operations, and more. It’s also fully customizable with 200+ templates for a quick start.
Two users are free forever, but larger plans are available and scale up depending on the number of seats required. It has multiple productivity features specifically designed to simplify workflow and improve collaboration across teams. Better still, we really like the fact that it aids in optimizing resource and time management, something that’s essential for most big companies. Monday.com offers real-time communication options, the ability to share files, and the ability to eliminate repetitive tasks. A crowning feature for us is the centralized location for integrating all apps. No matter your company’s needs, Monday.com can aid in the workflow management of simple and complete projects even offering customizable options for specific use-cases.
Pros | Cons |
Customizable | Unboarding time |
Work automation | No real-time tracking |
Very Affordable | Limited history log |
This work execution platform is a collaboration tool offering a familiar spreadsheet-style interface. While offering nothing new, we found the familiarity to be incredibly helpful in making this a fast and easy learning curve for all users. Smartsheet has features such as resource management, task management, file sharing, and timeline tracking for enhanced workflow throughout all areas of the business.
Starting at $7/user/month, Smartsheet is a fairly priced platform with excellent features. For us, the improved collaboration options such as project tracking, and improved visibility enhance efficiency in the workplace. All projects and plans can be easily shared so that the entire team knows what the project status is, thus keeping everyone on track. For companies looking for consistency, then Smartsheet is a strong solution. It meets that need through apps and desktop interfaces allowing full project access anywhere at any time.
Pros | Cons |
User permission | Bad search feature |
Easy to Use | |
Video meetings |
From our experience this cloud-based project collaboration and interaction tool makes communication easy across businesses and organizations. Slack is a solution for all industries, offering public channels for team members to begin conversations. Additionally, Slack offers the ability to have direct, private channels ensuring messages arrive exactly where they are meant to.
There are various price plans in place, but these all start at just $6.67/user/month. A key benefit we appreciate is Slack’s unique ability to incorporate social media feeds into the application and ongoing channel conversations. On top of that, Slack has the option to drag and drop images and documents into current chats. With the handy archive feature, we found you can search for conversations, keywords, or documents later on making this a great option for promoting effective team communication.
Pros | Cons |
Good free plan | Steep learning curve |
Integrations | Mobile App |
Reporting | Email notifications |
This is one of the more comprehensive project management tools we’ve come across. Asana has a range of technical features all designed to enhance team collaboration and workflow. It’s user-friendly, and is powerful enough to meet the needs of all business sizes. A key feature we like is the integration capability, seamlessly joining with third-party apps such as Google Sheets, Adobe Creative Cloud, Harvest, Dropbox, and many more. We found that these integrations go a long way towards enhancing a range of areas such as reporting, communications, file sharing, and coordinating.
Asana starts at $10.99/user/month and can be scaled up to Enterprise level if needed. We like the overall functionality of Asana too, as it can track project progress, evaluate timelines, set budgets, and more. For us, Asana really stands out as an effective project management tool, driving productivity. Businesses looking to optimize their team output and collaboration would do well to implement this for everything from daily task to strategic planning.
Pros | Cons |
Visualizing workflows | Steep learning curve |
Secure software | Bugy at times |
Efficient task management | Mobile App |
Agile teams can use Jira as a process management tool in their business. Essentially, it’s a track-and-release software supporting Kanban, Scrum, and hybrid model workflows. We’ve found the ability to create project roadmaps in Jira to be especially functional, allowing teams to map every project and its subsequent progress. The interface includes drag-and-drop functionalities for all project details.
With flexible pricing, Jira can be tailored to businesses of any size. Small teams with fewer than 10 users get it free, while growing team plans start at $7/user/month. We were surprised to find that users can access thousands of business tools here, from productivity to source code apps. As such, Jira’s functionality is ideal for businesses looking to create stories, distribute tasks throughout a team, and even plan sprints.
Pros | Cons |
Optimizing workflows | Limited standard plan |
Nice Kanban view | Limited advanced features |
Very affordable | Limited team communication |
For task planning using a visual collaboration tool, we think Trello is hard to beat. It can be used by a wide range of departments including sales, support, HR, and marketing. Trello is a web-based solution that allows businesses to create project requirements making sure everything is completed in the correct order. Digital creation boards, to organize and prioritize actions, are key on this platform. Managers can define workflows easily, assigning work to specific users while setting deadlines.
Trello starts at $5/user/month, but can be scaled up for different levels including Premium and Enterprise. Essentially, we’ve found Trello to be a great way to collaborate with team members. The use of Trello cards allows the team to add comments, members, and documents. In short, Trello is a professional package with high levels of security and the ability to integrate well with applications such as JIRA Cloud, Google Drive, and Slack for increased team collaboration and efficiency.