How to Manage a Web Design Project with Paymo
Let’s admit that managing a web design project can be complex and time draining. You’re simultaneously handling different tasks, team members, due dates, resources, and client expectations.
Knowing what tools and methods to use from the beginning can help you keep your project – and sanity levels – on the right track. One project management solution can help put all that in order and save you time to focus more on the real workload.
To prepare you for this, I’ll walk you through managing your very first web design project in Paymo, a full-featured work management software that helps you seamlessly plan, track, and invoice your projects.
Let’s first have a look at the things you should keep an eye on before you get to the real work.
The Client Meeting
Start with an initial client meeting to map out all the current requirements and budgets. Get to know everything that’s important for your clients, what their objectives are, and what to avoid by all means.
Everything you discuss with your client should be documented to ensure transparency between both parts. For this, draft a business case in a Word or Google Docs file. You can then attach this file to the project in Paymo so you can refer to it any time and avoid leaving any vital aspects or client requirements out of the project execution.
Quoting
Besides requirements and other project details, the client is obviously interested in knowing how much the project will cost. Coming up with a quote for your client is not an easy job — especially if it’s your first time doing this.
In Paymo, there’s a hassle-free method that helps you create a realistic cost estimate. First, write down all project activities that need to be completed in the project’s Tasks area under the Simple View. For each activity, add a time budget and a rate as a reference point. This will serve as your temporary project for now.
Next, click on the Convert to Estimate button to transform the temporary project into an estimate. The platform will automatically total all task budgets and estimated costs, so you don’t need to add them up again from scratch.
🔹Read the full original post on the Tuts+ blog.🔹
