Project Management Systems Every Small Business Should Implement

Using project management systems for your small business can help with day-to-day operations.

Running a small business in Spokane comes with a unique set of challenges. Managing clients, coordinating teams, staying on top of deadlines, and keeping operations efficient can stretch even the most seasoned entrepreneur thin. The right project management systems, such as Trello, Asana, or Monday.com, help simplify that complexity, bringing clarity, structure, and focus to day-to-day operations.

At Burbity Workspaces, we've seen how powerful the right tools can be for improving workflow, reducing stress, and enabling smart growth. Whether you're launching a new venture or looking to streamline an existing one, adopting proven project management systems is a crucial step toward working smarter, not harder, and feeling more in control of your business.

Appointment scheduling systems can help with client interactions.

Do I Really Need a Project Management System?

If you're running a small business or startup in Spokane, you’re probably wearing a dozen hats—and feeling the pressure of doing everything yourself. A project management system isn’t just for big corporations. It’s a powerful tool that can solve several everyday pain points most small teams face.

Here’s what the right system can do for you:

Automate Repetitive Tasks

Stop wasting time on manual follow-ups, status updates, or duplicated data entry. Automations can handle:

    • Task assignments
    • Deadline reminders
    • Progress tracking
    • Email notifications

Support Strategies to Avoid Employee Turnover

People stay where they feel organized, supported, and valued. Project management systems:

    • Improve visibility into workloads
    • Create accountability without micromanagement
    • Help balance responsibilities across team members

Streamline Appointment Scheduling

Scheduling tools integrated into your system ensure:

    • Fewer missed meetings
    • Better time blocking
    • Seamless client interactions

Promote Mental Health Awareness

A structured work environment supports team well-being. With clear timelines and expectations:

    • Employees feel less overwhelmed
    • You reduce last-minute chaos and stress
    • Everyone knows what success looks like

Quick Tip:
Start simple. You don’t need the most advanced system right away. Even a basic setup can immediately relieve disorganization and decision fatigue, making you feel less overwhelmed and more in control of your business.

Trello is a project management system that is best for visual thinkers.

Essential Project Management Systems for Your Small Business

There’s no one-size-fits-all when it comes to project management systems. The best choice depends on your team size, workflow needs, and the kind of work you do. Below is a curated list of popular platforms, each with its strengths, limitations, and ideal use cases.

1. Trello

Best for: Visual thinkers, solo entrepreneurs, small creative teams

Pros:

  • Easy drag-and-drop interface
  • Simple to learn, no tech experience needed
  • Great for tracking marketing tasks, design projects, and editorial calendars

Cons:

  • Limited reporting and automation features
  • May feel too basic for complex operations

2. Asana

Best for: Service-based businesses, marketing teams, multi-user environments

Pros:

  • Excellent task and timeline views
  • Great for managing client work or multi-step processes
  • Strong integrations with Google Workspace, Slack, and Zoom

Cons:

  • Slight learning curve for beginners
  • Premium features can get expensive for larger teams

3. ClickUp

Best for: Operations-heavy startups, hybrid teams, fast-growing businesses

Pros:

  • Highly customizable interface
  • Time tracking, docs, and goal-setting all in one place
  • Built-in automation to reduce repetitive tasks

Cons:

  • Can feel overwhelming due to the number of features
  • Requires time to set up effectively

Looking to Grow Your Small Business?

Burbity Workspaces has multiple locations with private offices, coworking spaces, event space, and meeting rooms.

Monday.com is a project management system that is great for a business that has a management team.

4. Monday.com

Best for: Agencies, product teams, construction, or event management companies

Pros:

  • Clean visual dashboards
  • Great for tracking milestones, team capacity, and dependencies
  • Scales well with business growth

Cons:

  • Slightly less intuitive for task-specific workflows
  • Some features locked behind higher-tier plans

5. Basecamp

Best for: Teams focused on communication and collaboration over complexity

Pros:

  • Includes chat, file storage, to-do lists, and schedules
  • Flat-rate pricing for unlimited users
  • Ideal for remote teams and freelancers

Cons:

  • Limited advanced project tracking and reporting
  • Lacks Gantt charts and robust automation features

6. Notion

Best for: Creatives, solopreneurs, content creators, internal knowledge management

Pros:

  • Combines wikis, docs, databases, and tasks
  • Incredibly flexible and aesthetic
  • Ideal for documenting systems, SOPs, and workflows

Cons:

  • Not purpose-built for traditional project management
  • Can require ongoing customization
To fuel growth for your business, you need to master your project calendar.

Smart Scheduling & Sales: Project Management Tools That Fuel Growth

Once your operations are streamlined, the next challenge is aligning schedules, sales activities, and marketing efforts. A great project management system can help small businesses stay organized, without dropping the ball, across all these moving parts.

Mastering Your Business Calendar

Managing your business calendar effectively is more than just tracking meetings. A centralized project management tool allows you to:

  • Sync calendars across your entire team
  • Set recurring appointments and automated reminders
  • Block focused work time to minimize distractions
  • Eliminate double-bookings and missed deadlines

Tools like ClickUp and Asana integrate directly with Google Calendar and Outlook, giving everyone shared visibility and real-time updates.

Fueling Growth in Technology Sales

For small businesses focused on technology sales, organization is a competitive advantage. Project management systems help you:

  • Build sales pipelines with clear stages
  • Automate outreach and follow-ups
  • Track proposals, contracts, and close rates
  • Assign lead-nurturing tasks to the right team members

Monday.com and Trello are particularly strong for visualizing deal progress and managing client touchpoints efficiently.

Staying Consistent with Social Media Marketing

If you're running social media marketing campaigns, you know that consistency drives results. Project management tools enable you to:

  • Plan weekly or monthly content calendars
  • Assign creation, design, and approval tasks
  • Monitor engagement and performance metrics
  • Keep branding assets and templates in one place

Notion is great for content ideation and planning, while ClickUp offers more robust campaign and asset management features.

Businesses are utilizing virtual offices & coworking spaces more often. Project management systems are key to success.

Remote Teams, Shared Spaces, and the Project Management Systems That Keep Them Moving

In today’s business landscape, more Spokane entrepreneurs are trading traditional offices for flexible solutions like virtual offices and coworking spaces. But with that freedom comes a new need: structure. Project management systems become essential when your team is spread out, whether across a shared desk space or working remotely.

These tools serve as the digital backbone of your business. They help remote and hybrid teams stay aligned, track progress, share real-time updates, and maintain accountability without being in the same room. For companies operating out of coworking environments—like Burbity Workspaces in Spokane—where collaboration is high and resources are shared, a centralized system ensures everyone knows what needs to be done and when.

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