This course is for anyone juggling mighty organizing demands with never enough time and resources. We cover how to use campaign and project management tools like Trello, ClickUp, Asana and Airtable to improve workflows and enhance campaigns.
What's Covered
- What campaign & project management tools are and why every team should be using one
- How to choose the tool that’s right for your team. We’ll compare Trello, ClickUp and Asana. Trello is free. There are others, but these are the main 3 in use now.
- Essential priority uses for small organizations and unions
- Essential priority uses for larger more complex organizations and unions
- Building out simple SOPs (Standard Operating Procedures) to support you and your team – we’ll share a list of 50+ SOPs we recommend for social change groups.
- Recommended folder structure to meet common needs
- Dependencies – what they are and how they’re oh so useful – especially when timelines have to shift
- How to implement – recommendations for successful implementation across the organization and between departments; what to do about slow or no-adopters
- Real-world examples
- Other platform functionalities include reporting and analytics, resource management, workflow automations, integrations, AI-powered features, and portfolios
- Airtable, a powerful relational database tool that can be used instead of, or in addition to, the tools mentioned above.
Photo: medical workers in Taiwan demand better working conditions during a 2023 May Day rally. (AP/Chiang Ying-ying)
