The False Binary: Agile vs Waterfall

If you search "agile vs waterfall," you will find hundreds of articles telling you to pick one. Agile is modern, waterfall is outdated. That framing is wrong, and it is costing agencies real money.

The numbers tell an interesting story. According to the Standish Group CHAOS report, agile projects succeed 42% of the time. Waterfall projects succeed just 13% of the time. That gap is massive.

But here is the part most articles leave out. The PMI Pulse of the Profession 2024 found that 78% of the most successful companies use a hybrid approach. Hybrid adoption grew 57% between 2020 and 2023. The winners are not picking sides. They are combining both.

For agencies, this debate misses the point entirely. You quote fixed prices. Your clients vanish for weeks. You run eight projects at once. Pure agile breaks under those conditions. Pure waterfall is too rigid for creative work. The real question is how to combine them by project type.

Which Methodology Fits Your Project?

The Quick Comparison: Agile vs Waterfall

Before we get into the hybrid reality, here is a tight overview of both approaches.

Waterfall follows sequential phases: requirements, design, build, test, launch. The scope is fixed upfront. Each phase needs sign-off before the next one starts. It is predictable. It is linear. And it assumes the client will approve the plan, then step back until delivery.

Agile works in short cycles called sprints, usually one to four weeks. The scope is flexible and adjusts based on feedback. Teams deliver small working pieces instead of one final product. It assumes the client is available regularly, sometimes daily, to review work and make decisions.

That difference in client involvement is what most comparisons miss. Waterfall assumes your client signs off on a document and checks back at milestones. Agile assumes your client acts like a product owner, available for questions and reviews every week. If your client does neither, both approaches struggle.

"There is no one-size-fits-all in software development." - Martin Fowler, Chief Scientist, ThoughtWorks

How Agencies Actually Work: The Hybrid Reality

In theory, you pick agile or waterfall. In practice, agencies blend both depending on the project. Here is how that looks across common agency work.

Website Builds

Discovery and strategy are waterfall. You define the sitemap, write the brief, get client sign-off on the wireframes. Nothing moves forward until the plan is locked. Then development shifts to agile sprints: design a page, review it, iterate, move to the next.

Launch and QA swing back to waterfall with a structured checklist and a firm go-live date. The client gets the predictability of a timeline. Your team gets the creative room to iterate during the build phase. This is the most common hybrid setup in web agencies.

Brand Identity

This is mostly waterfall. Research, then concepts, then refinement, then brand guidelines. The phases are sequential and each one needs client approval before moving on. But within each phase, your design team runs internal iterations that look like mini-sprints.

The client sees polished deliverables at each milestone, not raw sketches. They do not need to know your team explored fifteen directions before presenting three. The waterfall structure protects the client experience while giving your creatives room to explore.

Marketing Campaigns

Strategy and planning are waterfall. The campaign brief, timeline, budget, and channel mix are fixed before any content gets created. Everyone agrees on the plan upfront. Content creation then shifts to agile, because you need to adjust messaging based on what performs.

A social ad that gets twice the click-through rate should get more budget. A landing page that does not convert should get rewritten. Reporting at the end is waterfall again: structured, scheduled, and predictable. The client receives a clear report with results tied back to the original brief.

Retainers

Execution is agile. The client sends requests, your team prioritizes and delivers in short cycles. Some weeks are heavy on design work. Others focus on bug fixes or content updates. The flexibility is the whole point of a retainer relationship.

But monthly reports and quarterly strategy reviews are waterfall. You need structured milestones to show value and keep the retainer going. Without these checkpoints, retainers drift. Clients forget what you delivered. Renewals become harder to justify.

The "Wagile" Reality

Most agencies operate in what some people call "wagile." Waterfall scope with agile execution. You quote a fixed price with defined deliverables (waterfall). Your team builds them in flexible sprints with room to adjust details (agile). Fixed-price contracts almost always demand this blend.

The Digital.ai State of Agile report backs this up. While 97% of organizations use agile in some form, 84% operate below high agile competency. Most teams are not running textbook scrum. They are adapting pieces of agile into their existing workflow.

When to Lean Waterfall

Best for:

• Projects with clear, documented requirements that will not change
• Clients who want to approve a plan and check back at milestones
• Regulatory or compliance work where every step needs an audit trail
• Construction, hardware, or manufacturing projects with physical dependencies
• Fixed-budget projects where the client expects an exact deliverable list upfront

Skip this if:

• The client keeps changing their mind during execution
• Requirements are vague or will evolve based on user feedback
• The project involves new technology where the team needs to experiment
• You need to launch something fast and improve it over time

Waterfall works when you can plan everything upfront and the plan will hold. For agencies, this usually means well-defined deliverables with a client who respects the process. Think: a 30-page brand guide, a compliance audit, or a fixed-scope website with an approved sitemap.

The key indicator is stability. If the requirements will not change between kick-off and delivery, waterfall gives you a clear path from start to finish. Your team knows exactly what to build. Your client knows exactly what to expect. And your project stays on budget. For a practical walkthrough on running waterfall well at an agency, see our waterfall for agencies guide.

When to Lean Agile

Best for:

• Product development where requirements will change based on testing
• Clients who are engaged, available, and want to be part of the process
• Ongoing optimization work like CRO, SEO, or ad management
• Projects where early feedback can save weeks of rework
• Internal projects where your team controls the scope

Skip this if:

• The client is unavailable for regular feedback sessions
• You quoted a fixed price with specific deliverables
• The team is split across too many projects to hold real sprints
• The client does not understand agile and will get frustrated by "no final plan"

Agile works when the client is engaged and the scope can flex. For agencies, this usually means retainer work, product builds, or projects priced on time and materials. The client needs to understand that changing direction is a feature, not a failure.

The key indicator is uncertainty. If the requirements will evolve based on real-world feedback, agile lets you adjust without starting over. Your team ships small pieces, gets feedback, and improves. The project gets better with every cycle instead of hoping the original plan was right.

"The Agile movement is not anti-methodology, in fact many of us want to restore credibility to the word methodology. We want to restore a balance." - Jim Highsmith, Agile Manifesto signatory

When Pure Agile Fails at Agencies

Agile was designed for product teams with one product, one backlog, and a dedicated team. Agencies operate under very different constraints. Here is where pure agile breaks down.

Fixed-Price Quotes and Flexible Scope Do Not Mix

Most agency work is quoted at a fixed price. The client pays $15,000 for a website. Agile says "we will discover the scope as we go." The client says "I paid for a website with these 12 pages." Those two ideas are not compatible. You end up with never-ending revisions or a frustrated client.

Clients Buy Deliverables, Not Working Increments

In product development, shipping a small working feature every two weeks makes sense. But agency clients buy deliverables. A logo. A campaign. A website. They do not want "working increments." They want the thing they paid for, finished and polished.

Clients Disappear for Weeks

Agile relies on a product owner who is available daily for questions and prioritization. Agency clients are busy running their own businesses. They disappear for a week, miss review meetings, and then email a list of changes at 11 PM on a Friday. This breaks the product-owner model completely.

Running Multiple Projects Kills Dedicated Sprints

Scrum assumes a dedicated team focused on one product. Agency teams juggle five to ten clients at once. Your designer works on three brands in a single day. Your developer switches between four codebases. Running proper sprint planning across all of them is not realistic.

"When 'Agile' ideas are applied poorly, they often lead to more interference with developers, less time to do the work, higher pressure, and demands to 'go faster'. This is bad for the developers, and, ultimately, bad for the enterprise as well." - Ron Jeffries, Co-creator of Extreme Programming

None of this means agile is bad. It means pure-by-the-book agile does not fit the agency model. The solution is to take what works from agile, leave what does not, and build a hybrid that fits how your team actually operates. Most successful agencies already do this. They just do not always have a name for it.

How to Set Up a Hybrid Workflow in Practice

Knowing you need a hybrid approach is one thing. Setting it up is another. Here is a practical way to structure it, using task management and communication tools together.

Step 1: Define Waterfall Milestones

Start every project with clear milestones. These are your waterfall backbone. For a website project, that might be: Discovery, Design, Development, QA, Launch. Each milestone gets a deadline and a list of deliverables the client expects.

In a tool like Rock, each milestone becomes a task list with a due date. The client can see these milestones and knows exactly what is coming and when. This gives them the predictability they need. You can define your project scope clearly from the start.

Step 2: Run Agile Sprints Within Each Milestone

Inside each milestone, your team works in short sprints. Break the deliverables into smaller tasks. Assign them. Set sprint deadlines of one to two weeks. Review the work, adjust, and move forward.

This is where you get the flexibility of agile without losing the structure of waterfall. The client sees milestones. Your team sees sprints. Both are happy. Use an agile sprint template to keep this consistent across projects.

Step 3: Use Async Updates Instead of Daily Standups

Daily standups do not work when your team runs multiple projects and your client is in a different timezone. Instead, use async communication. Post a weekly update in a shared chat thread for each milestone.

This keeps the client in the loop without needing everyone online at the same time. It also creates a written record of decisions and progress. This matters more than you might think. When a client forgets what they approved two weeks ago and asks for changes, you can point to the thread. No guessing, no he-said-she-said.

Step 4: Run Retrospectives at Milestone Boundaries

Instead of sprint retrospectives every two weeks, run them at milestone boundaries. What went well in Discovery? What should change for Design? This keeps the improvement cycle going without adding meetings for every sprint across every project.

Step 5: Pick Your Framework, Then Adapt It

Start with a project management framework that fits your most common project type. Then adjust it for each new client. Some clients want weekly video calls. Others prefer async updates. Some need detailed reports. Others just want to see the final deliverable.

The best hybrid setups are templates, not rules. Build your default workflow once, then tweak the client-facing parts for each project. One client might get weekly Loom updates. Another might prefer a shared chat channel. The internal sprint structure stays the same either way.

The Bottom Line on Agile vs Waterfall

The agile vs waterfall debate made sense twenty years ago when teams had to choose a methodology and commit. Today, the most successful agencies treat both as tools in a toolbox. Waterfall gives clients the predictability they pay for. Agile gives your team the flexibility to do great work.

You do not have to pick one. You probably need both. Start by looking at your current projects. Where do you need predictability? Use waterfall there. Where do you need flexibility? Use agile there. Most projects need both at different stages.

The sooner you stop debating which methodology is better and start designing a workflow that combines the strengths of each, the smoother your projects will run. Your clients will get the structure they expect. Your team will get the room they need to do their best work.

Here are 16 free project management templates you can copy and use today. Each one comes with task lists, notes, and built-in chat so your team works from one place instead of switching between apps.

These templates cover content, marketing, onboarding, sprints, branding, and more. They are designed for agencies, freelancers, and small teams that want structure without setup time.

Let’s dive right in!

1. SEO content creation

Looking for an efficient way to manage SEO projects? Streamline your SEO workflow and ensure that content is optimized for search engines.

Search engines demand constant adaptation and improvement to stay relevant. To be productive, an SEO project plan template needs to be well-documented, data-driven, and easily accessible.

Whether you're working on keyword research, outlines, or optimization, this template has everything you need to manage your content.

Your workspace in the project plan template also includes features like notes and files, as well as chat and meeting integrations. It is designed to help you produce high-quality content that attracts traffic and improves search engine rankings.

Main takeaways from the SEO content creation template:

• SEO content creation requires ongoing adaptation and improvement
• An efficient SEO workflow needs to be well documented, data-driven, and easily accessible
• Access a step-by-step guide for keyword research, content outlining, creation, optimization, and promotion
• Features like notes and files, as well as chat and meeting integrations, help keep all information and discussions centralized

Follow the step-by-step guide and leverage all the features to produce high-quality content that attracts traffic and improves their search engine rankings. Start using the template for planning freely and start ranking in search engines today!

Best for: marketing teams running ongoing content calendars.

2. Client Onboarding Checklist

The way you onboard your customers sets the tone for your relationship, establishes expectations, and aligns goals. If done poorly, it can lead to miscommunications, missed deadlines, and ultimately, a strained relationship. But fear not, because we have the solution!

Introducing our comprehensive client onboarding project plan template. Designed to be universal and applicable to various types of agencies and freelancers. This checklist will guide you through the seven stages of the client onboarding process, providing actionable insights and best practices at each step. Pair it with our client onboarding guide for the three-tier framework.

By adopting this project management template, you'll be well on your way to fostering successful, long-lasting client relationships.

Main takeaways:

• The checklist includes stages such as conducting an onboarding questionnaire, sending a welcome letter, planning kick-off meeting…
• Each stage of the project plan template provides actionable insights and best practices for successful onboarding.
• The template for planning onboarding enables agencies and freelancers to gather comprehensive client information, assign a dedicated team, understand client needs and expectations…

By following this client onboa

Best for: agencies onboarding new clients with a repeatable process.

rding checklist, you'll set the stage for a successful client relationship.

3. Marketing Campaign Management

In today's fast-paced world, having a well-defined process for marketing campaigns is crucial for success. It can save you time, reduce stress, and ensure that your marketing efforts yield the desired results.

However, for many marketing professionals, managing campaigns can be overwhelming and disorganized. That's where our custom template comes in to help.

Key Benefits of the marketing campaign project plan template:

• Increased efficiency: Allocate resources more effectively and reduce time spent on managing campaigns.
• Improved organization: Clear task assignment and defined responsibilities eliminate confusion and enhance overall organization.
• Strategic planning: Align marketing efforts with business goals to take a strategic approach to planning and executing campaigns.
• Higher ROI: Streamline processes, improve organization, and make data-driven decisions to significantly increase marketing ROI.
• Better adaptability: Quickly identify and respond to market changes or consumer behavior to keep campaigns relevant and engaging.

To unlock the full potential of your marketing efforts and drive business growth, invest in effective marketing campaign management. Get started with the dedicated project management template and say goodbye to disorganization, while maximizing ROI.

4. Event Planner Checklist

Planning an event can be a complex and time-consuming process. However, with the right tools and resources, you can streamline the planning process and ensure a successful event. That's where our Free Template comes in.

This template for planning events covers various stages of making an event a reality;, including goal setting, venue selection, budget

Best for: teams organizing conferences, webinars, or product launches.

ing, branding, publicity…

With our free event project plan template, you'll have a step-by-step checklist to guide you through the entire planning process. From setting goals to post-event tasks, stay organized and ensure a successful event.

5. Creative Workflow Management

The creative workflow project plan template is a user-friendly solution that helps organizations organize, plan, and oversee the production of creative content. Your team can improve efficiency, communication, and the overall creative output by implementing the project plan example.

Outline your content requirements, set deadlines, assign tasks to team members, and track progress in real-time. By streamlining your workflow, you can eliminate bottlenecks, improve collaboration, and boost productivity.

Main Benefits of the creative workflow management project plan template include:

• Streamlines the content marketing workflow
• Guides users through every stage of the workflow
• Helps users stay organized and

  Best for: creative studios managing design and content pipelines.

  on track
• Customizable to fit specific needs
• Intuitive and easy-to-navigate layout

Don't miss out on the advantages of a well-organized content creation process. This project management template sets you up for a timely delivery of high-quality content by ensuring important steps are not overlooked.

6. Simple Project Planner Template

This streamlined workspace is designed to kickstart your next project with ease. How you plan projects does not have to be complicated. Get started with intuitive functionality that can be shared by inviting others to your space!

The dedicated project management template provides a visual way to organize tasks, ideas, and progress; making it a great tool for teams and individuals alike.

Main takeaways from the simple project planner template:

• The template includes four lists: Brainstorm, TODO, DOING, and DONE.
• The Brainstorm list helps generate and refine ideas by answering key questions.
• Once an idea is fleshed out, you can create a task and add it to the TODO list.
• The DOING list is for tasks currently in progress.
• When tasks are completed, they can be moved to the DONE list.
• Additional lists and labels can be added for enhanced organization.
• Messaging functionality

  Best for: small teams that need a clean starting point without complexity.

  alongside note-taking, videoconferencing and file storage can be accessed from the same workspace.
• The project plan template is suitable for solo projects or team collaborations.

This simple template for planning is a powerful and user-friendly setup for organizing and managing projects. Using it offers you a streamlined workspace for brainstorming, tracking progress, and celebrating accomplishments.

7. Content Marketing Funnel

Missing deadlines can be a costly mistake in content marketing. Stay on track with a checklist-based project plan template. Ensure that every step in your content creation and distribution is completed, including social media promotion and meta descriptions.

No more wondering if you've forgotten something - workflow checklists keep you organized and efficient.

This example of a project plan includes features such as task management, messaging, and integrations with various tools. All these features are present to make it easier to monitor the blogging workflow and collaborate with team members.

Main takeaways from the content marketing funnel project plan template:

• Use the content marketing funnel template to streamline your content management process.
• Attach drafts, illustrations, and

  Best for: content teams tracking pieces from ideation to publishing.

  assets to tasks for better organization.
• Utilize the checklist-based publishing process to ensure nothing is missed, including social media promotion and meta descriptions.
• Collaborate seamlessly with team members and discuss tasks in the comment section.
• Review the blog management process easily with filterable task labels and a convenient calendar view.

Stay on top of deadlines and effectively distribute your content, ultimately driving signups, sales, and awareness!

8. Customer Service Management

In today's competitive business landscape, providing exceptional customer service is not just a nice-to-have; it's a must-have.

Customers have more choices than ever before, and their expectations for great service are higher than ever. Organizations that fail to meet these expectations risk losing valuable customers and damaging their reputation.

So, how can businesses effectively manage their customer service to ensure customer satisfaction and loyalty? That's where this project plan template comes into play:

<

Best for: support teams managing tickets and customer requests.

li id="">Using the task board as a customer relationship management (CRM) system help businesses manage customer interactions and data.
• Collecting and analyzing customer feedback is essential for improving products and services.
• Effective customer service management leads to higher customer satisfaction and retention.
• Ongoing effort is required to meet evolving customer expectations and compete in the market.

To streamline customer service, businesses can use this dedicated workspace to document and discuss different customer interactions and feedback points.

9. Agile Sprint Planning

For guidance on choosing the right sprint duration, check our deep dive.

Effective agile sprint planning is crucial for staying organized and accomplishing tasks in the fast-paced world of Scrum. Project management templates offer a reliable sprint workflow that streamlines the process.

Main Takeaways front he agile sprint planning project plan template:

• Agile sprint planning involves short, time-boxed periods during which a team completes predefined tasks.
• The stages of agile sprint planning include pre-planning, work breakdown structure (WBS), setting KPIs, and retrospective.
• Pre-planning involves defining sprint goals, identifying high-priority items, and clarifying requirements.

• Best for: dev teams running 1-2 week sprints with a backlog.

  A project plan offers predefined tasks, functionality for day-to-day work, team communication, and meeting agenda sharing.
• WBS outlines tasks, subtasks, dependencies, and assigns them to team members.
• Setting KPIs helps measure progress and effectiveness in achieving sprint goals.
• Retrospective is a feedback stage for identifying improvements and refining processes.
• The project plan example is user-friendly, versatile, and can be used unlimited times.

Streamline your Scrum process, increase efficiency, and achieve optimal results in every sprint. Take the next step towards becoming a high-performing and successful engineering team.

10. Branding Design Process

Are you a freelance designer or branding specialist looking to keep your branding design process organized? Look no further than this dedicated project management template!

Use this project plan template to streamline the branding steps and ensure that both you and your clients know what's happening at every stage of the branding process.

Break the work down into manageable tasks to ensure that you never miss an important step. The design project management template allows you to track progress, assign tasks, and collaborate with your team and/or clients.

What you’ll fined in the branding design process project plan template:

• Break down the brand process into manageable tasks.
• The project management template allows you to track progress, assign tasks, and collaborate effectively.
• Ensure that you never miss an important step when branding a new product or service.
• The example of a project plan covers all key stages, including onboarding, creative brief, discovery, design phase, client review meetings, revisions, and final handoff.
• Keep clients updated on progress and aligned with their vision.

In conclusion, the Branding project plan example is a valuable tool for freelance designers and branding specialists. Give it a try to experience the benefits firsthand.

11. Recruitment tracker

Are you tired of sifting through stacks of resumes, trying to keep track of candidate progress, and juggling communication channels?

As a human resources professional, recruiter, or hiring manager, your time is precious. You need a solution that simplifies and streamlines the recruitment process. That's where a recruitment project plan template comes in.

A recruitment tracker is a powerful tool that can revolutionize the way you manage and monitor the hiring process. With the ability to consolidate all recruitment-related information in one place, project plan template eliminates the need for s

Best for: HR teams or agencies managing hiring pipelines.

cattered spreadsheets, messy email threads, and endless file searches.

Key points discussed in the project management template:

• Document applicant information, recruitment stages, interview schedules, feedback, and hiring status.
• Rock is a comprehensive candidate tracker that streamlines the recruitment process.
• Rock offers features such as notes, files, meetings, and tasks to enhance efficiency.
• The example of a project plan includes lists for resume review, interviews, offers, rejections, accepted candidates, and the option to customize and personalize.

This project plan template for tracking applications is a useful tool for HR departments, recruiting agencies, and hiring managers to streamline the recruitment process. Take the next step and experience recruitment made easy!

12. Inbound Content Marketing

Managing multiple integrated campaigns can be challenging, especially when it comes to organizing content and assets. This inbound marketing project plan template solves collaboration challenges within your inbound marketing strategy through intuitive, all-in-one functionality.

Key takeaways from the inbound content marketing project management template:

• Inbound co

  Best for: growth teams coordinating inbound marketing across channels.

  ntent marketing focuses on creating valuable content to attract and convert leads.
• The process involves attracting, engaging, converting, nurturing, closing, and delighting prospects.
• The inbound content marketing template offers a centralized location for content and assets.
• The project plan example streamlines task management and facilitates collaboration within the team through chat, notes and files.
• Using tools like Rock can improve workflow and boost marketing results.

Managing an inbound marketing strategy can be overwhelming, but with our project template, you can streamline your workflow and maximize the efficiency of your day-to-day collaboration.

Plan projects today and see how it can improve your workflow and boost your results. Take the next step towards enhancing your inbound marketing strategy and gaining a competitive edge in today's digital landscape.

13. Product Roadmap Template

Our development roadmap project plan template revolutionizes your process by providing a clear, organized, and collaborative approach.

Say goodbye to scattered Google Docs and hello to efficient task mana

Best for: product teams planning features and releases.

gement and streamlined communication. Get started for free and take your product management to the next level.

Main takeaways of the product roadmap template:

• A product roadmap communicates the vision, direction, and progress of a product over time.
• Roadmaps are crucial for aligning stakeholders and prioritizing development.
• The product roadmap template includes themes, features/epics, timeline roadmap, status updates, and resources.
• Task management can be helpful for visualizing progress in the roadmap.
• The free product roadmap project plan template suggests stages such as sharing ideas and suggestions, product design…

The roadmap project plan example offers a comprehensive tool for product managers to effectively organize and prioritize their product development. By following the suggested stages, product managers can track progress and optimize their workflow.

14. Website Development Process

Building a new website can be complex and time-consuming, but with the right roadmap,

Best for: dev shops managing website builds from design to launch.

you can create a successful website. Streamline the process and finish up your successful and well-designed website well before the due date.

Main Takeaways from the website development process project plan template:

• The website development process involves creating, designing, and launching a website.
• A well-developed website is functional, visually appealing, and user-friendly.
• Benefits of an effective web design workflow include clear objectives and goals, efficient resource management, improved communication and collaboration, and better project management.
• The website building template helps organize web design projects and gather necessary information.
• The project management template allows for easy collaboration and documentation in a single project space.

Don't let building a new website overwhelm you. Plan projects effectively and create a successful website with ease. Get started today and experience the benefits of a streamlined process.

15. Stakeholder Engagement Plan

Stakeholder relationship management is a critical component of any successful organization. But how can you ensure that the management of stakeholders is both effective and efficient?

You can do just that by following the step-by-step process outlined in our stakeholder project plan template. Start working with tailored strategies and processes that address the unique needs and expectations of each stakeholder group.

The main takeaways from the stakeholder engagement plan include:

• Identifying stakeholder communication tasks: List all communication tasks related to stakeholders, such as updates and meetings, to create a foundation for the

  Best for: project leads managing communication across stakeholders.

  task board.
• Crafting task cards: Write each communication task on a separate card with relevant details, such as stakeholder name and due date, which will be used to populate the task board.
• Organizing tasks on the board: Arrange task cards in columns based on their current stage in the communication process to provide a visual organization and easy identification of task status.
• Assigning responsibilities: Clearly indicate team members responsible for each task to foster accountability and collaboration within the team.
• Updating the board regularly: Move the task cards across columns as tasks progress, enabling progress tracking and prompt issue resolution.
• Conducting regular reviews: Periodically review ongoing tasks with the team to discuss progress, address challenges, and plan for future communications, promoting open dialogue and collaboration.

Implementing this project management template helps streamline communication processes, enhance collaboration, and ensure timely interactions with stakeholders.

16. Portfolio Website Design

‍Are you a graphic designer looking to create a portfolio that will impress potential clients and showcase your skills?

Gone are the days of spending hours trying to figure ou

Best for: freelancers building or refreshing their portfolio site.

t the best way to present your work.

Our project plan template provides a clear and intuitive task management process, ensuring that every essential aspect of creating a graphic design portfolio is covered. Now, let's dive into the stages our template walks you through.

Key Takeaways of the portfolio website design project management template:

• Research and gather data to tailor your portfolio website to impress clients
• Design wireframes and mockups that incorporate cohesive and polished elements
• Choose the right content management system to showcase your work effectively
• Test your website for functionality and user-friendliness
• Showcase your best work through case studies and testimonials
• Employ strategies to launch and promote your portfolio website effectively

Our example of a project plan for portfolio design provides a simple and efficient way to create an impressive preview of your graphic design skills.

Whether you're an experienced professional or just starting out, this project plan example will save you time and effort while showcasing the best side of your business.

Best for: freelancers building or refreshing their portfolio site.

Must-Have Project Plan Templates: Access More In The Template Gallery

The project plan templates highlighted in this article are only the tip of the iceberg. With the breadth of templates available in our Template Gallery, you're sure to find a design that fits your unique project needs.

Whether you're managing a small team project or overseeing a larger, more complex initiative, the right project management templates can make all the difference.

All templates work on Rock's free plan. If your team grows, the Unlimited plan is a flat $89/month for unlimited users. Explore the Template Gallery to explore more options and discover the perfect layout that will guide your project to success.

‍

Remote work is a way of working that lets people work from a location anywhere instead of having to go onsite to do their job.

For example, instead of commuting 45 minutes by train to their office, a remote worker can log on anywhere. You can get your work done from your living room, home office, or sitting poolside. Remote work is sometimes called "telecommuting," "distributed work," or "work from home".

Remote work is intended to give workers more flexibility and give companies a way to attract and retain talent. It lets companies and workers "work smarter" by saving time and money.

Remote work is possible because of major advances in technology (communication, project management, and collaboration tools) that let workers do their jobs anywhere without impacting the quality of their work. Remote work tools help replicate traditional onsite workflows, like a coworker stopping by your desk to talk about a project.

Today, at least 25% of Americans work fully remote. Companies like Meta, Spotify, and Microsoft have made remote work a permanent option for their teams. Instead of offering it as a perk, many companies now rely on remote work for the day-to-day.

Here's why remote work is here to stay

Remote work is now a standard feature of how teams operate. Better technology and tools make it easy to work from anywhere. Instead of commuting to their workplaces five times a week, workers have more flexibility and autonomy.

Companies will save money on real estate by shrinking their office footprints while their productivity increases because of remote workers' contributions. Rather than having an unfocused approach to remote work, companies will have comprehensive policies and support which will help them attract and retain talent.

Both companies and workers have found that incorporating remote work into the day-to-day business is a complex change but a positive one overall. For most knowledge workers, it is now a standard expectation rather than a special arrangement.

The shift to remote work accelerated rapidly in the early 2020s and has become permanent for many industries. With technology and tools that make remote work easy and comparable to in-office work, companies realized that offering remote work was a way to attract new workers and make their current workforce feel valued.

Most companies now operate with hybrid working models or are fully remote. The traditional office has become just one of many places where work happens.

That doesn't mean that everyone will be working remotely though. Many jobs simply can't be done from home or a remote location. However, because technology makes it easy and affordable, remote work is here to stay.

What are the top 3 benefits of remote work for workers?

1. Better work/life balance

A survey by GitLab found that remote workers highly valued their ability to skip commuting and spent that saved time with their families. A follow-up study found that 37% of remote workers had reoriented their lives to spend more time with families and communities.

2. More Flexibility

Global Workplace Analytics reports that 56% of American employees have a job where they could do some work remotely. That means that those employees can do their job when it works best for them, like shifting their work hours to accommodate a dentist appointment.

With remote work as an option, workers can live and work in different cities, states, or countries. Workers can look for new jobs without worrying about relocation. They can also move to a place that's more affordable or a better fit with their lifestyle.

Flexibility is a highly valued aspect of a job, allowing workers to spend more time with family, friends, or outdoors. With flexibility comes a greater degree of independence and self-direction.

3. Cut the commute

Remote workers can save time that they would otherwise "waste" during their workdays. Because they don't have to go onsite every day, many workers can save hours of their time that would normally be spent on buses, trains, or in traffic.

With remote work, that time can be spent with family, on hobbies, or just sleeping in.

What are the top 3 benefits of remote work for companies?

1. Better recruitment & retain talent

Companies use remote work as a key benefit to attract top talent. People value the ability to work remotely because it gives them a degree of flexibility in how (and where) they work.

By its very nature, remote work allows workers a larger degree of independence and self-determination.

2. Boost team productivity

Despite early skepticism about remote productivity, research has proven that remote workers are often more productive than their in-office counterparts.

In a two-year study, Stanford University researchers found that the group assigned to work remotely had a boost in work productivity and took fewer sick days compared to their "traditional" counterparts.

To support their employees' increased productivity, companies should invest in proper remote work setups. Remote work is also associated with a reduction in the number of meetings, something most teams welcome.

3. Save money

As companies support remote work and incorporate it into their business models, one obvious perk is cost-effectiveness. Remote work allows for more efficient use of existing office space because it's only used when there's really a need for it.

Companies can save on high-priced real estate, even if they keep a place for workers who can and want to be onsite.

While saving money on office space, companies should offer allowances or reimbursements to help employees set up their remote work environments. That way, the cost of office supplies, desks, chairs, and technology doesn't become a frustrating burden to workers.

What are the top 3 challenges of remote work for companies?

1. Rethinking some tasks to better fit remote work

A McKinsey study found that some tasks like coaching, feedback, and training may be done more effectively when they're done in person. This presents a difficulty to companies since some of these tasks would need some serious outside-of-the-box thinking to reimagine them to fit remote work better.

Companies should strive for innovation in tasks like these so they can be better integrated into remote work. Many of these tasks are communication-heavy so companies should focus on making sure that they have the best remote work tools for communication and task management that translate smoothly to remote work.

2. Leveling the playing field for remote workers

Companies will face the challenge of making sure that remote work is fair to their employees, wherever those employees are. As companies look to switch entirely to remote work or to keep it as part of a hybrid work model, they'll need to adjust their operations and workflows accordingly.

In companies with hybrid work models, remote workers sometimes felt marginalized in the workplace compared to their in-office coworkers. Remote work can sometimes have an "out of sight, out of mind" effect.

To prevent workers from feeling neglected, companies need to establish clear communication strategies and discuss their expectations with employees so everyone is on the same page.

3. Retraining managers

Another challenge for companies is adjusting management styles and tactics to accommodate the realities of a distributed workforce. Managers who were used to judging productivity and performance by the "butt-in-seats" method will find that approach is no longer effective.

Many managers struggle to figure out the best way to manage their remote teams. Over-management and mistrust of employees are common with remote work. It also contributes to toxic work culture, employee stress, and ultimately turnover.

To ensure efficient remote work, managers should set up expectations for how and when their teams should communicate. For example, setting up weekly check-in questions for meetings for their team in addition to more standard communication methods like emails and virtual meetings.

Companies should invest in management training and develop comprehensive policies to give managers the skills they need. This will make sure that remote workers feel valued and supported.

What are the top 3 challenges of remote work for workers?

1. Setting boundaries

For employees, the added flexibility in their workday comes with some serious downsides. A survey from Gitlab highlighted that 47% of respondents felt that managing distractions at home was a top challenge for them while working remotely.

Remote workers struggle to turn off their laptops and step away since the office is also where they would otherwise spend their free time.

This adds stress and more distractions to manage. For women and other people who are often caregivers, other distractions at home often fall on their shoulders in addition to the work from their job. Companies, managers, and employees should work together to set up boundaries and establish what works for everyone involved.

2. Feeling isolated

Another challenge facing remote workers is sometimes feeling isolated. That doesn't mean that remote workers are lonely, although the two feelings are similar. When remote workers feel isolated, they often don't have access to materials or information that they need.

Think of isolation as separation from opportunities and information that we're used to getting easily in physical workplaces. Like knowing that it's a busy day in the office hearing phones ringing, or having a coworker stop by your desk.

Collaboration, clear expectations, and communication are all key elements that companies, workers, and managers need to combat feelings of isolation.

3. Lacking manager support and direction

For managers who are used to managing their teams in a more traditional, onsite setting, the switch to remote work can be a challenge. It's a difficulty that workers face too since they need direction, support, and trust to get things done.

When people move to remote working, communication can break down, simply because it's harder to keep people in the loop. A checked-out manager makes remote workers unnecessarily stressed.

Sticking to an organized structure can help combat disorganization. It also initiates a conversation about the best way to communicate can help too.

Communication is key to remote work

Remote work relies heavily on communication to make sure things are running smoothly. Since it's such a big part of working remotely, it's important to understand the different types of communication.

What are asynchronous & synchronous styles of communication?

Synchronous communication is real-time, usually involves set schedules, and typically, in-person work. Some benefits of this communication style are instant feedback and workers feeling involved.

A school classroom is a good example of synchronous communication, students and teachers can have conversations in real-time and students depend on the teacher to learn information at the same time. This type of communication is associated with traditional work that ties an employee's time to a place and certain tasks.

Asynchronous communication (as you might have guessed) is the opposite of synchronous communication. With this communication style, you can work at your own pace without real-time collaboration.

An example of asynchronous communication would be remote-learning classrooms. The teacher provides some structure but students also "self-teach" at their own pace with video recordings and assigned classwork. The benefit of asynchronous work is that it can typically be done independently and accommodates different schedules.

What are the types of tools needed for remote work?

Aside from the obvious (computer or laptop, internet connection, table or desk), remote work requires a wide variety of digital tools. In traditional, in-office workplaces, communication and tools were mostly centered around employees who worked in a central location.

To work with a distributed workforce, companies and their workers will need the right tools to succeed.

1. Communication tools

Communication is critical to sustaining remote work in the long term. This is because keeping a distributed workforce on the same page takes a lot of effort. Standard tools like task management platforms and virtual meetings (Zoom and Google Meet) will help teams stay in touch with each other.

2. Collaboration tools

Tools that support collaboration between remote workers are important to have because it's an elementary part of almost every job. With remote workers all logging on from their homes or remote workplaces, cross-departmental collaboration or across teams, in general, can be a daunting task.

Google Drive, Onedrive, and Dropbox are mainstream tools for sharing information and files with each other, whether you're in different neighborhoods or time zones.

3. Project management tools

With people and information in different places, project management is key to success for remote workers.

Project management tools often have a to-do list or task board format to track various items. For example, Rock has task boards to make it easier for users to manage projects and tasks. That way, you can update them as you make progress or complete a task or project.

Because project management tools are accessible to everyone in a team or company, they're an asynchronous way of staying organized at work and updating your coworkers and managers on what you're working on.

Most tools currently don't work well for working remotely

Most of the tools that remote workers use don't work well because they're usually made with a single purpose in mind. This means that many have to juggle a bunch of different tools just to communicate and work together. These tools make remote work more complicated because they're so narrowly focused.

These remote work tools are also expensive for companies to use and maintain. Companies are forced to pay for tools that complicate things, don't work well together, and add stress to day-to-day business for both them and their workers.

Multimodal tools are ideal for remote work

Tools that are multimodal are best suited for remote work because they're more flexible and often multi-purpose.

Multimodal tools are asynchronous by default and synchronous when they need to be. This gives remote workers the best of both worlds. These tools are more multifaceted than most remote work tools.

They include a variety of ways to communicate like chats, video calls, and task boards. Because remote work depends heavily on flexibility and communication, multimodal tools are the best kind of tool.

Rock combines messages plus tasks and your favorite apps with all-in-one functionality

Rock is the ideal multimodal tool for remote work because it's built for more than one purpose and offers everything you need in one tool. Instead of picking one communication style (asynchronous or synchronous), you can use whichever works best for you.

This makes working with people in other time zones as easy as working with people in your neighborhood. You don't have to choose between communication styles like you do with email, virtual meetings, and chat messages.

Rock keeps everything you need to work remotely in one place. Keep your files, manage your projects with task boards, and chat with your coworker with in-app messaging. Everyone you work with will be able to access cloud files with a convenient Google Drive integration.

Rock also has a built-in task board to make managing your project easier. Your coworkers and managers will be able to see the status of your projects and tasks without an update. To make communication smoother Rock has both Zoom and Jitsi integrations for your meetings and in-app messaging.

Why are multimodal tools the future?

Multimodal tools are the future of remote work because they're built for the world of remote work. Multimodal tools offer flexibility that older, single-use tools don't include. Working how you want is a critical part of successful remote work and single-use tools aren't up to that task.

In addition to providing flexibility for both workers and companies, multimodal tools also centralize functions to make cross-functional collaboration while working remotely easier for everyone.

There are enough things to juggle while working remotely. Juggling a variety of tools adds stress when it's not needed. Because multimodal tools keep everything you need in one place, they'll become irreplaceable to companies and remote workers.

Get ready for an exciting new world (of remote work)

Remote work has become the new normal for many knowledge workers. Working remotely offers employees a better work/life balance, more flexibility, and saves time on work-related things like commuting.

For companies, remote work is cost-effective and boosts productivity. It serves as a top recruiting and retaining tool for their workers.

Workers struggle to set boundaries as companies and workers continue to adjust to working remotely. Companies face the challenges of adjusting operations, rethinking tasks, and retraining managers to establish trust while achieving company goals and objectives.

It's important to distinguish between asynchronous (not real-time) and synchronous (real-time) communication. Remote workers are often limited by the lack of flexibility because most tools stick with one communication style. Since remote work will be a mainstay in many workplaces, multimodal tools are the future.

Multimodal tools like Rock offer better flexibility and organization to remote workers than tools designed for people working onsite.

It is Monday morning. You open WhatsApp to find 47 unread messages across six client groups. Somewhere in there is a design approval, a revision request, and a deadline that passed on Friday. But which project? Which client?

If you run a digital agency with 5 to 50 people and serve clients in different time zones, this situation probably feels familiar. Work lives in chat threads. Deadlines live in someone's head. Status updates happen in meetings that could have been a message.

A task board changes that. It gives your team one place to see what needs to happen, who is doing it, and where things stand. No scrolling through chat history. No "did you see my message?" follow-ups.

By the end of this article, you will know how it works, whether your agency actually needs one, and how to set one up in 15 minutes. You can even try building one yourself with the interactive demo below.

What Is a Task Board (and What Is It Not)?

A task board is a visual way to organize client work into columns that represent stages of progress. The most common setup has three columns: To Do, In Progress, and Done. Each task gets its own card that moves from left to right as work progresses.

The concept comes from kanban boards, first used in Toyota's manufacturing plants in the 1940s. The idea is simple: make work visible so nothing falls through the cracks.

It is not a full project management suite. It is not a Gantt chart with dependencies and critical paths. It is not a spreadsheet with color-coded cells. It is the simplest useful layer of project tracking, and that simplicity is exactly why it works for agencies where not everyone is a project manager.

Best for: Teams of 5 to 50 managing multiple client projects at once. Especially useful when your team currently tracks work through chat messages or spreadsheets.

Skip this if: You work solo with one or two clients and can hold everything in your head. Adding a board adds a step you might not need yet.

The Real Cost of Not Using One

According to Asana's Anatomy of Work Index, workers spend 58% of their time on "work about work," meaning status updates, searching for information, and chasing approvals. Only 33% goes to the skilled work they were hired to do.

For an agency, that math is brutal. If your 10-person team bills at $25 per hour and each person works 160 hours a month, 58% of that time on coordination means roughly $23,200 per month goes to work that does not produce anything for clients. That is time spent asking "where is the file?", sitting in status meetings, or re-explaining what was already decided in a chat thread.

Microsoft's Work Trend Index found a similar pattern: workers spend 57% of their time communicating and only 43% creating. Harvard Business Review calls this collaboration overload, noting that time spent in collaborative activities has increased by 50% over the past decade. For an agency, creation is the product. Every hour spent on coordination instead of design, code, or copy is an hour you cannot bill.

The WhatsApp Problem

Most agencies in Southeast Asia, Africa, and Latin America start the same way: a WhatsApp group per client. It works when you have two clients and three people. It breaks when you have eight clients and fifteen people.

Here is what happens. A client sends feedback on a design at 11pm their time. Your designer in Manila sees it the next morning, buried under 30 messages about a different project. The revision sits for two days. The client follows up. Your account manager scrambles to find the original message. A meeting gets scheduled to "align." That meeting could have been avoided if the feedback was a task card on a board.

"They know how much money is coming into their business and can see the final profit figure. However, what happens in between remains a mystery." - Marcel Petitpas, CEO of Parakeeto

How It Actually Works

The core of any board is three columns:

• To Do: Tasks that are defined and ready to start. Someone is assigned, the brief is clear, and everything needed to begin is available.
• In Progress: Tasks that someone is actively working on right now. This column should never be overloaded. If every card is "in progress," nothing is actually moving.
• Done: Completed tasks. Moving a card here means the work is finished, reviewed, and delivered. Not "mostly done" or "waiting for one more thing."

Each card on the board represents one task. A good card has a short title (under 10 words), an assignee, a label for the client or project type, and a due date. That is enough. Do not over-engineer your cards with 15 custom fields on day one.

The board becomes a snapshot of your entire project. In a three-second glance, you can see how much work is waiting, what is being worked on, and what just shipped. That is the entire point.

Beyond Three Columns: What Agencies Add

After a few weeks, most agencies add one or two columns specific to their workflow:

• Client Review: Tasks that are done on your side but waiting for client feedback. This column makes it visible when the ball is in the client's court, which is valuable when clients ask "why is this taking so long?"
• Blocked: Tasks that cannot move forward because of an external dependency. Waiting for stock photos from the client, API credentials, or brand guidelines. A "Blocked" column prevents these tasks from sitting invisibly in "In Progress."

Start with three columns. Add more only when you feel the need, not before.

The Agency Task Board Playbook: Build Yours Now

Every agency runs repeating workflows. Client onboarding follows the same steps. Content production has the same stages. The trick is turning those repeating patterns into board templates you can duplicate for each new project.

Below are five workflows that cover most agency work. Pick the one closest to what your team does and try it out. You can drag cards between columns, add your own tasks, and see how the board feels before setting one up for real.

What we do at Rock: Our content production board has five columns: Briefed, Writing, Review, Approved, Published. Each card is a blog post or social batch. We use labels to tag the content type (blog, social, email) and due dates synced to our content calendar. Draft feedback happens in task comments instead of email threads. When someone finishes a draft, they move the card to Review. No message needed. The team sees it.

"Plans are nothing; planning is everything." - Dwight D. Eisenhower, 34th President of the United States

Which Tool Fits Your Agency?

There are dozens of task management apps out there, and most of them will show you a board view. The difference is what else comes with it, what it costs, and whether your team will actually use it.

Instead of reading a comparison table, answer four questions and get a recommendation tailored to how your agency works.

Where Rock Fits (and Where It Does Not)

Rock is a good fit when you want chat and a project board in the same place, you regularly invite clients into project spaces, your team is 5 to 50 people, and you prefer flat pricing over per-seat costs. At 20 people, Rock's $89/month plan works out to $4.45 per user. Most per-seat tools cost $7 to $12 per user at that size.

Rock is not the best fit when you need advanced resource management with capacity planning, built-in time tracking with invoicing, or complex dependency mapping like Gantt charts. For those, tools like Teamwork or Productive.io are stronger. Rock keeps things simple on purpose. If your agency needs enterprise-level project controls, you will outgrow it.

Being honest about this matters. The worst tool choice is one that looks good in a demo but sits unused because it is too complex for your team.

"Most agencies often suffer from indigestion, not starvation. They are fundamentally broken in how they convert revenue into profit, and adding more work only makes the problem worse." - Marcel Petitpas, CEO of Parakeeto

Set Up Your First Board in 15 Minutes

You do not need to move your entire agency onto a new tool today. Start with one project and see if the board works for your team.

Step 1: Pick Your First Project

Choose one active client project. Not all of them. Pick the project that causes the most "where is this at?" questions. That is the one where a board will make the biggest immediate difference.

Step 2: Create Three Columns

To Do, In Progress, Done. Nothing more. You can always add columns later, but starting simple means your team has fewer decisions to make on day one.

Step 3: Add Your Tasks

Write one card per deliverable. Keep titles short. "Design homepage banner" is better than "Work on the homepage banner design for the Q2 campaign refresh." Add the person responsible and a due date. If a task does not have a clear owner, it will not get done.

Step 4: Invite Your Team (and Maybe Your Client)

Get your team on the board first. Let everyone move their own cards for a week or two. Once the habit is established, consider adding the client so they can see progress without scheduling a call to ask for updates.

Step 5: Make It a Daily Habit

Spend five minutes each morning reviewing the board. Move cards that have progressed. Flag anything blocked. This replaces your weekly status meeting. The board is the status update.

If your team uses asynchronous work across time zones, the morning board review becomes even more valuable. You see what your colleagues in a different time zone completed while you were offline, without reading through a thread of messages.

Common Mistakes to Avoid

Too many columns. Start with three. Add more only when cards pile up in one column and you need to see a finer status. Five columns is usually the max before a board becomes hard to scan.

No clear ownership. Every card needs one person responsible. "The team" is not a person. If two people share a task, pick the one who drives it forward.

Ignoring the board after setup. A board only works if people update it. Build it into your daily routine or morning standup. If cards stay in "In Progress" for two weeks, the board is not reflecting reality.

Putting everything on one board. Separate boards per client or per project. One giant board with 200 cards helps nobody. If you cannot see the full picture in a glance, the board is too crowded.

Skipping labels. Labels let you filter by client, project scope, or priority. Without them, the board is just a list with extra steps. Most agencies use one label set for client names and another for work type (design, copy, development).

A board will not fix a broken process. But it will make a working process visible. And for agencies juggling multiple clients across time zones, visibility is the difference between a team that delivers on time and a team that is always chasing.

Go back to that Monday morning scenario. Instead of opening WhatsApp to 47 unread messages, you open your task board. You see three tasks in "Client Review," two in "In Progress," and one marked "Blocked" because the client has not sent their brand assets yet. You know exactly where everything stands. No meetings needed.

If you want to try this with a tool that combines chat and boards in one place, Rock's free plan gives you everything you need to get started.

Why You Keep Choosing the Wrong Task First

You sit down to work. Your inbox has 14 unread messages. A client pinged you about a "quick update." A teammate needs feedback on a deliverable due tomorrow. And somewhere on your to-do list, buried under all of it, sits the strategy work that would actually move your business forward.

You already know which tasks you will tackle first. The loud ones win every time. That is not a willpower problem. It is a wiring problem.

In 2018, researchers at the University of Chicago published a study in the Journal of Consumer Research that named this pattern: the Mere Urgency Effect. Across five experiments, Zhu, Yang, and Hsee found that people consistently choose tasks with shorter deadlines over tasks with bigger rewards. Even when participants knew the urgent task paid less, the deadline alone was enough to grab their attention.

That finding explains a lot about how most teams actually spend their days. Research from HBR (Birkinshaw and Cohen, 2013) found that knowledge workers spend 41% of their time on low-value activities they could easily hand off or skip entirely. That is nearly half of every workweek lost to tasks that feel busy but produce very little.

"What is important is seldom urgent and what is urgent is seldom important." - Dwight D. Eisenhower

The Eisenhower Matrix exists because of this exact gap between what feels pressing and what actually matters. It is not a new idea. But the reason it keeps showing up in productivity writing is simple: the problem it solves has only gotten worse. Microsoft's 2025 Work Trend Index reports that the average employee gets interrupted every two minutes, with communication eating up 60% of the workday.

This article is not another walkthrough of four boxes. You already know how the matrix works. Instead, we are going to look at why most people fill it out correctly and still end up doing the wrong work, and what to do about it.

The Four Quadrants (and the Psychology Behind Each)

Before we get into the traps, here is a quick refresher on how the eisenhower matrix divides your work. The real value is not in the labels. It is in understanding why your brain treats each quadrant the way it does.

Why the Matrix Fails in Practice

Most people understand the matrix within five minutes. The framework is simple. The problem is that knowing the categories does not change behavior. Here are three specific failure modes and how to fix each one.

"The word priority came into the English language in the 1400s. It was singular. It meant the very first or prior thing. Only in the 1900s did we pluralize the term and start talking about priorities." - Greg McKeown, Author of Essentialism

Real Examples by Role

Generic examples do not help you sort your own work. Here is how the matrix looks for three roles that deal with competing priorities daily.

Agency Owner Managing 5 Client Accounts

Q1 (Do): Client deliverable is late and at risk of churn. A payment issue threatens a retainer contract. A key team member is stuck and blocking two projects.

Q2 (Schedule): Building a repeatable onboarding process for new clients. Creating templates that reduce project setup from two days to two hours. Having a quarterly review with your top accounts to understand their evolving needs.

Q3 (Delegate): Responding to "quick question" emails that a project manager could handle. Attending status calls that your team lead could run. Reviewing every social media post before it goes live.

Q4 (Eliminate): Redesigning your internal dashboard for the third time. Sitting in on sales calls for services you have already documented. Checking analytics daily when weekly reviews give you the same insights.

Marketing Lead Planning Q2 Campaigns

Q1 (Do): The landing page for next week's launch has broken tracking. A paid campaign is overspending and needs to be paused. The CEO wants the board deck numbers updated before tomorrow's meeting.

Q2 (Schedule): Mapping the full Q2 campaign calendar with dependencies. Building an SEO content pipeline that will drive organic traffic in six months. Running a work effectiveness audit on your team's recurring processes.

Q3 (Delegate): Formatting the weekly performance report. Scheduling social posts for the month. Coordinating with the design team on banner sizes for an upcoming ad set.

Q4 (Eliminate): A/B testing button colors on a page that gets 50 visits a month. Attending a cross-functional sync that has no action items for marketing. Manually pulling data that could be automated with a simple integration.

Freelancer Juggling Multiple Clients

Q1 (Do): A client's website went down and you are the only one with access. A deliverable scope changed midway and the deadline did not move. An invoice is 45 days overdue and you need to follow up before it becomes a cash flow issue.

Q2 (Schedule): Building a portfolio page to attract higher-paying clients. Setting up a contract template so you stop negotiating terms from scratch. Learning a new skill that lets you offer a higher-value service.

Q3 (Delegate): Bookkeeping and expense tracking (hire a virtual assistant or use software). Minor revision rounds that a junior freelancer could handle. Scheduling and rescheduling client calls.

Q4 (Eliminate): Redesigning your logo for the fourth time. Browsing freelancer forums without a specific question. Spending an hour perfecting a proposal for a project that pays below your minimum rate.

When NOT to Use the Matrix

No framework works for every situation. Being honest about limitations is more useful than pretending the matrix is universal. Here are three scenarios where you should skip it.

How to Set It Up in Practice with Rock

At Rock, we use our own Eisenhower matrix template inside our workspace. Here is how we set it up, and what actually makes it stick.

We create a task board with four columns that map directly to the quadrants: Do First, Schedule, Delegate, and Eliminate. Each task gets dropped into the right column during our Monday planning. The board lives inside the same space where our team chats, so there is no switching between apps to check priorities.

What makes this work is the combination of tasks and chat in one place. When a new request comes in through chat, we can drag it straight to the board and place it in the right quadrant. No copy-pasting between tools. No context lost. The Q3 "Delegate" column gets assigned to the right team member directly from the board, with a due date and any notes attached.

For Q2 work, we use recurring tasks with specific time blocks. Every team member has at least two Q2 blocks on their weekly schedule, and those show up on the shared calendar. When someone tries to book over a Q2 block, the calendar makes it visible, which creates a small but real friction against the "just this once" habit.

The Eliminate column is the most underrated part. We review it every two weeks and ask: are any of these tasks still showing up as requests? If so, we either automate them or create a rule that stops them from being created in the first place. Over three months, this cut our team's recurring low-value tasks by roughly 30%.

If you manage task management across multiple client projects, having each project space with its own priority board means you can see at a glance which clients have too much Q1 work (a sign that Q2 prevention is being skipped).

"In the absence of clear indicators of what it means to be productive and valuable in their jobs, many knowledge workers turn back toward an industrial indicator of productivity: doing lots of stuff in a visible manner." - Cal Newport, Georgetown Professor, Author of Deep Work

That quote captures why the eisenhower matrix matters more now than when Eisenhower first described the concept. In a world where busyness is the default measure of productivity, having a visible system that separates real work from noise is not optional. It is how you protect the work that actually grows your business.

Start Sorting Your Work Today

The matrix does not require a perfect setup. Start with a blank board, four columns, and the tasks already on your plate this week. Sort them honestly. The first time you move something from "Do First" to "Eliminate," you will feel the difference between reacting and deciding.

Why Most Meeting Agendas Fail (And What to Do Instead)

You already know you need a meeting agenda. That is not the problem. The problem is that most agendas look like a vague list of topics nobody prepared for. "Discuss project updates" tells your team nothing about what to bring, what decisions need to happen, or when the meeting should end.

A Harvard Business Review survey found that 71% of senior managers said meetings are unproductive and inefficient, and most report Zoom fatigue on top of it. The agenda is usually where things go wrong. Not because it does not exist, but because it lacks structure.

A good agenda does three things: it tells people what to prepare, sets a time limit for each topic, and names who is responsible for leading each part. If yours does not do all three, it is just a topic list pretending to be a plan.

"The single biggest problem with communication is the illusion that it has taken place." - George Bernard Shaw, Playwright

This article gives you concrete agenda examples you can copy and use today. Each one includes a recommended duration, a list of who should attend, and the common mistakes that make that type of meeting waste everyone's time.

The 5-Minute Agenda Framework

Before we get into specific examples, here is a simple framework you can apply to any meeting. It takes about five minutes to set up and saves you from the "what was that meeting even about?" feeling.

For every meeting, answer these five questions before sending the invite:

1. What decision or outcome do we need? If you cannot answer this, you might not need a meeting. Consider asynchronous work instead.
2. Who needs to be there? Only invite people who have context or need to give input. Everyone else can read the notes.
3. What does each person need to prepare? Write this in the invite. "Review Q2 metrics before the call" is better than "let's discuss Q2."
4. How much time does each topic get? Assign time blocks. A 30-minute meeting with three topics means roughly 8-10 minutes each.
5. Who leads each section? The person closest to the topic should present it. The meeting organizer does not have to run every part.

Best for: any meeting type. This framework works whether you are running a quick standup or a full project review.

Skip this if: you are running a casual 1:1 where rigid structure would feel forced. In that case, a simple list of 2-3 topics is enough.

Meeting Agenda Examples by Type

1:1 Meetings (Manager and Report)

The 1:1 is the most personal meeting on anyone's calendar. It should focus on the team member, not on status updates the manager could read in a task board.

Recommended duration: 30 minutes, weekly or biweekly

Who should attend: Manager and direct report only. No exceptions.

Example agenda:

• (5 min) Check-in: How are you doing this week? Any wins or frustrations? Use check-in questions to keep this from becoming repetitive.
• (10 min) Employee topics: The report brings 1-2 topics they want to discuss. This is their time.
• (10 min) Manager topics: Feedback, upcoming projects, or organizational changes to share.
• (5 min) Action items: Agree on 1-3 specific next steps with deadlines.

Common mistakes: Turning the 1:1 into a status update. If you spend the whole time reviewing tasks, you are wasting a chance to build trust and address real issues.

Best for: building strong working relationships. Regular 1:1s reduce surprises during performance reviews.

Skip this if: you are already communicating daily through chat and the relationship is strong. Some teams do 1:1s biweekly instead.

1:1 Meetings (Client and Freelancer)

Client 1:1s have a different dynamic. The freelancer needs to show progress and the client needs to feel informed without micromanaging.

Recommended duration: 20-30 minutes, weekly

Who should attend: The freelancer or account lead, plus the client's primary contact.

Example agenda:

• (5 min) Quick wins: What shipped since last meeting? Show, do not just tell.
• (10 min) In-progress work: Walk through current tasks. Flag anything blocked or needing client input.
• (5 min) Upcoming priorities: Preview next week's focus so the client can raise concerns early.
• (5 min) Questions and feedback: Open the floor. Clients often hold back unless you explicitly invite feedback.

Common mistakes: Not sharing the agenda before the call. Clients should never walk into a meeting wondering what will be discussed.

Team Standups and Weekly Syncs

Standups exist to remove blockers, not to give status updates. If your standup is just people reading their task list out loud, you can replace it with an async message. A Forbes study found that professionals spend an average of 31 hours per month in unproductive meetings.

Recommended duration: 15 minutes for standups, 30-45 minutes for weekly syncs

Who should attend: The working team only. Standups with more than 8 people become slow and unproductive.

Example standup agenda:

• (1 min per person) Three questions:
  • What did I finish since yesterday?
  • What am I working on today?
  • What is blocking me?
• (5 min) Blocker discussion: Only discuss blockers that need group input. Everything else moves to a separate conversation.

Example weekly sync agenda:

• (5 min) Wins from last week: Celebrate progress. This keeps energy up.
• (15 min) Key updates by project: Each project lead gives a 2-3 minute update. Focus on decisions needed, not tasks completed.
• (10 min) Blockers and dependencies: Where are teams waiting on each other?
• (5 min) Priorities for next week: Align on the top 3 team priorities.

Common mistakes: Letting the standup stretch to 30+ minutes. If it takes longer than 15 minutes, you have too many attendees or too little discipline. Consider work efficiency strategies to tighten things up.

Best for: teams that work on shared projects and need daily alignment.

Skip this if: your team works independently on separate projects. An async update in your team chat is often enough.

"If you had to identify, in one word, the reason why the human race has not achieved, and never will achieve, its full potential, that word would be meetings." - Dave Barry, Pulitzer Prize-winning Author

Client Check-Ins and Project Reviews

Client check-ins are about maintaining trust. The agenda should make the client feel they know exactly where their project stands without needing to chase your team.

Recommended duration: 30-45 minutes, biweekly or monthly

Who should attend: Account manager, project lead, and the client's key decision-maker. Avoid bringing your whole team unless the client requests it.

Example agenda:

• (5 min) Relationship check: How is the collaboration going? Any communication gaps?
• (10 min) Progress against milestones: Share a visual timeline or board. Show what is done, what is in progress, and what is next.
• (10 min) Budget and timeline review: Be transparent. If something is off-track, say so early.
• (10 min) Scope discussion: Address any new requests. Define what is in scope and what requires a change order. "Scope creep" is when new work gets added to a project without adjusting the budget or timeline.
• (5 min) Action items: Assign clear owners and deadlines.

Common mistakes: Avoiding tough conversations about budget or delays. Clients respect honesty far more than surprises at the deadline.

Best for: agencies and freelancers managing ongoing client relationships.

Skip this if: you are in the middle of a sprint with no major changes. A quick async message saying "on track, no changes" saves everyone 30 minutes.

Sprint Planning and Retrospectives

Sprint planning decides what the team will work on. The retrospective looks at how the team worked. These are two different meetings with two different agendas. Do not combine them. If you are new to sprints, check out our guide on sprint duration first.

Sprint Planning

Recommended duration: 45-60 minutes

Who should attend: The full working team plus the product owner or whoever sets priorities.

Example agenda:

• (5 min) Review last sprint outcomes: What shipped? What carried over?
• (10 min) Sprint goal: Define one clear goal for the sprint. "Complete the client dashboard redesign" is a goal. "Work on stuff" is not.
• (20 min) Backlog review and task selection: Pull items from the backlog. Discuss scope and effort for each. Use task prioritization methods to decide what makes the cut.
• (10 min) Task assignment and estimation: Who is doing what? How long will each task take?
• (5 min) Dependencies and risks: What could block us this sprint?

Sprint Retrospective

Recommended duration: 30-45 minutes

Who should attend: The same team that worked the sprint. No managers who were not involved, unless the team invites them.

Example agenda:

• (5 min) Set the tone: This is a safe space for honest feedback. No blame.
• (10 min) What went well? Celebrate wins before digging into problems.
• (10 min) What did not go well? Be specific. "Communication was bad" is not actionable. "We missed the deadline because the design specs were unclear" is.
• (10 min) What will we change? Pick 1-2 improvements to try next sprint. More than that and nothing sticks.

Common mistakes: Skipping the retrospective because the team is "too busy." Teams that skip retros repeat the same mistakes every sprint.

Best for: development teams and agencies working in agile project success cycles.

Skip this if: your project has no clear phases or iterations. A simple weekly sync might serve you better.

All-Hands and Town Halls

All-hands meetings are about alignment and transparency. They fail when they become a lecture from leadership. The agenda should include time for questions, or people will tune out.

Recommended duration: 45-60 minutes, monthly or quarterly

Who should attend: The entire company or department. Keep it optional for teams in very different time zones.

Example agenda:

• (5 min) Welcome and context: What is the purpose of today's all-hands?
• (10 min) Company updates: Key metrics, wins, and challenges. Be real about the challenges.
• (10 min) Team spotlights: 2-3 teams share what they shipped or learned. Rotate this every meeting.
• (10 min) Strategic focus: What is the company focusing on next quarter? Connect it to day-to-day work.
• (15 min) Open Q&A: Collect questions anonymously beforehand so people feel safe asking tough ones.
• (5 min) Closing and next steps: Summarize key takeaways.

Common mistakes: Reading slides that could have been an email. If your all-hands has no interactive component, people will open another browser tab.

Best for: companies with 20+ people where teams do not naturally cross paths.

Skip this if: your team is under 10 people and talks daily. A casual team lunch works better at that size.

Brainstorming Sessions

Brainstorming needs more structure than most people think. Without it, the loudest voices dominate and everyone else checks out.

Recommended duration: 45-60 minutes

Who should attend: 4-7 people with diverse perspectives. More than 7 and participation drops.

Example agenda:

• (5 min) Problem statement: Define the exact problem you are solving. Share this before the meeting so people come with ideas.
• (10 min) Silent ideation: Everyone writes ideas individually. No talking. This prevents groupthink.
• (15 min) Idea sharing: Each person presents their top 2-3 ideas. No critiquing yet.
• (10 min) Discussion and clustering: Group similar ideas. Ask clarifying questions.
• (5 min) Voting: Each person gets 3 votes. Top ideas move forward.
• (5 min) Next steps: Who will research or prototype the winning ideas? Set a deadline.

Common mistakes: Jumping straight into open discussion without individual thinking time. Research shows that groups generate fewer ideas than the same number of people working alone first.

Best for: creative problem-solving when you need fresh perspectives.

Skip this if: you already know the solution and just need buy-in. That is a decision meeting, not a brainstorm.

"Meetings are indispensable when you don't want to do anything." - John Kenneth Galbraith, Economist and Author

What to Do After the Meeting

An agenda only matters if someone follows up. The best meetings end with three things documented: decisions made, action items assigned, and the next meeting date (if needed).

Meeting minutes should include:

• Date, attendees, and the meeting's purpose
• Key decisions with context on why
• Action items with owners and deadlines
• Open questions to address next time

Share these within 24 hours. The longer you wait, the less accurate they become. Use your team's existing chat or project management template to track action items, not a separate document nobody checks.

Best for: any meeting where decisions are made or tasks assigned.

Skip this if: it was a casual brainstorm with no firm next steps. Even then, a one-line summary in chat helps.

When to Cancel Instead of Meeting

Not every meeting deserves to happen. If you cannot fill an agenda with items that need real-time discussion, cancel the meeting and send an async update instead.

Cancel the meeting when:

• There is no clear decision to make or problem to solve
• The key decision-maker cannot attend
• The agenda only has "updates" that could be shared in chat
• You are meeting out of habit, not necessity
• Fewer than half the required people can make it

Replace with async when:

• You need to share a status update. Post it in your project channel.
• You need a simple yes/no decision. Send a message with context and a deadline for the answer.
• Your team spans multiple time zones and finding a common time is painful. Asynchronous work often produces better results for distributed teams.

Canceling a meeting and replacing it with a well-written message is not lazy. It is respectful of everyone's time.

How We Handle Meeting Agendas at Rock

At Rock, we are a remote team spread across time zones. Most of our meetings happen inside the same workspace where we chat and manage tasks. Here is what works for us.

We pin the agenda as a note in the relevant Rock space before every meeting. The note includes the agenda, links to related tasks, and a section for meeting minutes at the bottom. After the meeting, we update the note with decisions and action items, then create tasks directly from those items.

This keeps everything in one place. Nobody needs to dig through emails or a separate doc to find what was decided. The agenda, the discussion, and the follow-up all live in the same space where the work happens.

For recurring meetings like our weekly sync, we reuse the same note and add a new section each week. Over time, this creates a searchable history of decisions. When someone asks "why did we change the onboarding flow?" we can find the exact meeting where that decision was made.

We also skip meetings aggressively. If the agenda for a weekly sync is empty by the morning of, we cancel and post a quick update in chat instead. Nobody misses the 30 minutes.

What works for us might not work for every team. But the core principle holds: keep your agenda where your team already works, and make follow-up as easy as possible.

Start Running Meetings Worth Attending

A solid agenda is not a formality. It is the difference between a meeting that moves work forward and one that wastes an hour of everyone's day. Pick the template that fits your next meeting, fill it in with the 5-minute framework, and share it before the call starts. For the agency client kickoff specifically, see our client kickoff meeting agenda and script.

If you want to dig deeper, our meeting cost calculator shows what your current load costs the team. The meeting duration guide has research-backed defaults for each meeting type. For the ones you should decline, read how to say no to meetings. And five tips for inefficient meetings walks through the three-phase fix. For the video tool itself, our Zoom vs Google Meet comparison and Jitsi guide cover the options.

If you want a workspace where your agenda, tasks, and meeting notes all live in the same place, try Rock for free. Chat and tasks in one space, no switching between apps.

Monday.com is one of the most popular project management tools on the market. Colorful boards, strong automations, and a polished interface make it easy to see why teams sign up. But staying on Monday.com is getting harder to justify.

In February 2026, Monday.com announced an 18% price increase across all plans. Seats are sold in bundles of five, so a team of 11 pays for 15. Products like monday CRM and monday dev are billed separately. And essential features like time tracking, guest access, and automations beyond basic limits are locked behind Pro and Enterprise tiers.

Then there is the missing piece: Monday.com has no built-in chat. Your team still needs Slack or Teams on the side. According to Harvard Business Review, knowledge workers toggle between apps over 1,200 times per day. Every extra tool adds to that cost.

If you are rethinking your Monday.com subscription, here are 10 monday.com alternatives worth considering in 2026. We tested each one with agencies, remote teams, and small businesses in mind.

Not sure what Monday Alternative Suits You Best? Take the Quiz!

Questions regarding your team size, budget and needs that help you find the best match among these 10 Monday.com alternatives.

Quick Comparison

Best Monday.com Alternatives for Agencies and Client Teams

1. Rock - Best for agencies that need chat and tasks in one place

Monday.com handles tasks well, but your team still needs a separate app for messaging. Rock removes that gap. Every project space includes chat, a task board, notes, and file storage. No Slack subscription on the side.

For agencies, the client collaboration model is the key differentiator. External clients and freelancers join your spaces at no extra cost. They see the same updates your team sees. There are no guest seat fees or limited viewer tiers.

"AI isn't replacing project managers. It's revealing what great project leaders have always done best: connecting purpose with progress." - Antonio Nieto-Rodriguez, World's #1 PM Thought Leader, Thinkers50

The pricing is flat: $89 per month for unlimited users, spaces, and tasks. For a team of 20, that works out to $4.45 per user. Monday.com Standard for 20 users costs $240 per month. The gap widens as your team grows.

Pricing: Free plan (3 group spaces, 50 tasks each). Unlimited: $89/mo flat.
Best for: Agencies managing multiple client projects who want chat and tasks together without per-seat pricing.
Skip this if: You need advanced Gantt charts, custom automations, or deep integrations with tools like Salesforce or HubSpot.

2. Basecamp - Best for async-first teams with client access

Basecamp is built around a specific idea: fewer features, less noise, more focus. Each project gets a message board, to-do lists, a schedule, a chat room (Campfire), and file storage. There is no Kanban board, no Gantt chart, and no automations. That is intentional.

The message board format works well for async teams. Long-form updates replace constant pings. Clients can be added with limited visibility. Hill Charts give a visual sense of project momentum without requiring daily status updates.

Basecamp's flat pricing ($299/mo for unlimited users on the Pro tier) makes it predictable. But the limited feature set means teams that need visual boards or reporting will hit walls fast.

Pricing: Free trial (30 days). Paid: $15/user/mo or $299/mo flat (Pro Unlimited).
Best for: Remote teams that prefer async communication and want opinionated simplicity.
Skip this if: You need Kanban boards, automations, dependencies, or detailed cross-project reporting.

Best Monday.com Alternatives for Feature-Rich PM

3. Asana - Best for cross-project reporting and portfolios

Asana is the closest match to Monday.com in terms of feature depth. Timeline views, board views, custom fields, and automations all come standard. Where Asana pulls ahead is portfolio management: a single dashboard that tracks the status, owner, and progress of every active project.

For agencies running ten or more client projects at once, that portfolio view is genuinely useful. You see which projects are on track and which are slipping without opening each one individually.

The pricing is steep. Asana Starter costs $10.99 per user per month (annual billing). Advanced, which unlocks portfolios and proofing, costs more. A 20-person agency pays roughly $220 to $500 per month depending on the tier.

Pricing: Free plan (up to 2 users). Starter: $10.99/user/mo. Advanced: $24.99/user/mo.
Best for: Teams that need visibility across multiple projects with cross-functional reporting.
Skip this if: You want built-in chat, flat pricing, or a simpler tool with less setup.

4. ClickUp - Best for teams that want maximum customization

ClickUp is the Swiss Army knife of project management. Tasks, docs, whiteboards, goals, time tracking, chat, dashboards, and forms are all built in. If Monday.com felt like it was missing something, ClickUp probably has it.

The Unlimited plan at $7 per user per month is one of the best values in the market for feature depth. Custom fields, views, automations, and statuses can be configured at every level.

The trade-off is complexity. ClickUp's interface is dense, and the setup process takes time. New team members often need training to navigate it effectively. If Monday.com's learning curve was already a challenge, ClickUp's will be steeper.

Pricing: Free plan (100MB storage). Unlimited: $7/user/mo. Business: $12/user/mo.
Best for: Teams that want one platform for everything and are willing to invest in setup and configuration.
Skip this if: You value simplicity. ClickUp's depth comes at the cost of ease of use.

Best Monday.com Alternatives for Simplicity

5. Trello - Best for simple Kanban boards

Trello is the opposite of Monday.com's complexity. Cards, lists, and boards. That is the core experience. Drag a card from "To Do" to "In Progress" to "Done." New team members understand the system within minutes.

"Your mind is for having ideas, not holding them." - David Allen, Author of Getting Things Done

That principle is what makes Trello effective for small teams. The tool stays out of your way. Power-Ups add calendar views, voting, custom fields, and integrations, but the free plan limits you to one Power-Up per board.

Trello falls short when projects get complex. There is no built-in time tracking, no native Gantt view, and no cross-board reporting. For anything beyond basic task management, you will need to add integrations or switch to a fuller platform.

Pricing: Free plan (unlimited boards, 1 Power-Up/board). Standard: $5/user/mo. Premium: $10/user/mo.
Best for: Small teams and freelancers that want dead-simple Kanban boards.
Skip this if: You need automations, reporting, or collaboration features beyond basic task tracking.

6. Todoist - Best lightweight personal task manager

Todoist does one thing well: it keeps track of what you need to do. Tasks, due dates, priorities, labels, and projects. No boards, no Gantt charts, no team dashboards. The interface is fast and clean.

Natural language input lets you type "Call client Tuesday at 3pm #marketing" and Todoist creates a task with the right date, time, and label. Recurring tasks are simple to set up. The daily view keeps your focus on what matters today.

Todoist is a personal productivity tool first. The team features exist, but they are basic compared to Monday.com. If you need client access, visual boards, or cross-project reporting, Todoist will feel too limited.

Pricing: Free plan (5 active projects). Pro: $4/user/mo. Business: $6/user/mo.
Best for: Individuals and small teams that want a minimal task manager without project management overhead.
Skip this if: You need team collaboration, visual boards, client access, or anything beyond personal task lists.

Best Monday.com Alternatives for Docs and Tasks

7. Notion - Best for document-heavy workflows

Notion is part wiki, part database, part project tracker. For the direct comparison, see our Monday vs Notion head-to-head, or our broader Notion alternatives guide. The block-based editor lets you build anything: meeting notes, project boards, product roadmaps, company wikis, and client portals. The flexibility is unmatched.

For teams that spend as much time writing and organizing information as managing tasks, Notion is a strong pick. Linked databases let you connect tasks to documents, create relational views, and build dashboards from your data.

The downside: Notion is not a traditional PM tool. There are no native Gantt charts, no resource management, and no proofing features. Building a project management system in Notion requires time and ongoing maintenance. It is flexible, but it is not turnkey.

Pricing: Free plan (1 member, unlimited blocks). Plus: $10/user/mo. Business: $18/user/mo.
Best for: Teams that need a combined knowledge base and task system, especially content, product, and engineering teams.
Skip this if: You want structured project management out of the box without building your own system.

8. Hive - Best for creative teams with design proofing

Hive includes built-in proofing that lets designers, clients, and managers mark up images and documents directly in the platform. Combined with six project views (Gantt, Kanban, calendar, table, portfolio, and summary), it covers a wide range of creative workflows.

The native time tracker, resourcing views, and forms for client intake requests make it practical for agencies that handle incoming work from multiple clients. At $5 per user per month, it is one of the more affordable options with proofing included.

The free plan is limited, and some analytics features are locked behind enterprise pricing. The integration ecosystem is smaller than Monday.com's.

Pricing: Free plan (limited). Teams: $5/user/mo. Enterprise: custom.
Best for: Creative agencies and design teams that need proofing, time tracking, and visual project views.
Skip this if: You need advanced automations or a large integration library.

Best Monday.com Alternatives for Enterprise

9. Wrike - Best for enterprise workflows and proofing

Wrike is built for structured, repeatable processes at scale. Request forms, multi-level approval workflows, proofing, Gantt charts, resource management, and time tracking are all native. For organizations with compliance requirements or formal review processes, Wrike offers the depth that Monday.com lacks on lower tiers.

"Rather than obsess over idea generation, we would be better served by developing the capacity to make ideas happen." - Scott Belsky, CSO at Adobe, Founder of Behance

Wrike supports both agile and waterfall methodologies with dedicated views. Cross-tagging lets tasks exist in multiple projects simultaneously, which simplifies reporting across teams.

The trade-off is complexity. Wrike's interface is dense, and onboarding takes longer than most tools on this list. Smaller teams often find it overpowered for their needs.

Pricing: Free plan (basic, up to 5 users). Team: $10/user/mo. Business: $25/user/mo.
Best for: Larger teams and enterprises that need proofing, compliance controls, and detailed resource management.
Skip this if: Your team is under 15 people or you want a tool you can set up in an afternoon.

10. SmartSuite - Best for data-driven teams

SmartSuite sits between Monday.com and Airtable. You get visual project views (grid, Kanban, timeline, calendar, card, map, chart) combined with database-level flexibility: formulas, rollups, linked records, and pivot tables.

The automation builder is capable and easier to configure than Monday.com's for most use cases. The template library covers over 200 solutions, from sales pipelines to product roadmaps to HR onboarding.

The trade-off: SmartSuite has a smaller user base and integration ecosystem compared to Monday.com. Support resources and community forums are less extensive. The free plan limits you to two users.

Pricing: Free plan (2 users). Team: $10/user/mo. Professional: $25/user/mo.
Best for: Operations, finance, and data-heavy teams that want spreadsheet-like flexibility with PM views.
Skip this if: You need a large integration ecosystem or extensive community support.

Tools We Didn't Include (and Why)

• Jira: Purpose-built for software development. If your team is not running sprints and tracking code issues, Jira is overkill.
• Airtable: A powerful database tool with PM add-ons, but not a direct Monday.com replacement. Best used alongside a dedicated PM platform.
• Microsoft Project: Enterprise scheduling software tied to the Microsoft 365 ecosystem. Not practical for small or mid-size teams.
• Zoho Projects: Works well inside the Zoho suite (CRM, Books, Desk). Standalone, it lacks the polish and integrations of dedicated PM tools.
• GoodDay: Budget-friendly ($4/user), but limited market presence, fewer integrations, and a smaller support community than established alternatives.

We also considered tools like Teamwork and Productive, which target agencies specifically. Both are solid but priced at $13 or more per user per month, which puts them in the same cost bracket as Monday.com without enough differentiation to justify the switch.

How to Choose the Right Monday.com Alternative

The right tool depends on three things: how your team communicates, how many external people need access, and how much you want to pay.

If your team relies on chat alongside tasks, look at Rock or Basecamp. Both include messaging so you are not paying for a separate tool like Slack. If external clients need regular access, Rock's flat pricing model removes the per-seat cost that makes guest access expensive on Monday.com.

A UCI study found that it takes over 23 minutes to refocus after switching between tools. Choosing a platform that covers more of your workflow in one place can reduce that switching cost significantly.

For feature-rich PM, Asana and ClickUp are the strongest options. Asana is better for reporting across projects. ClickUp is better for teams that want to customize everything. Both charge per user, so calculate the cost at your actual team size.

For simplicity, Trello and Todoist stand out. Both have generous free plans and minimal learning curves. They work best for small teams or individuals who do not need heavy collaboration features. But be honest about your growth plans: a tool that works at five people may not work at fifteen.

For document-heavy work, Notion is hard to beat. For creative teams that need proofing, Hive brings that into the PM workflow. For enterprise, Wrike offers the depth and compliance features that larger organizations require. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday head-to-head, or our honest reviews of ClickUp and Asana. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday or Asana vs Monday head-to-heads, or our honest reviews of ClickUp and Asana. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday, Asana vs Monday, or Trello vs Monday head-to-heads, or our honest reviews of ClickUp and Asana.

Start with what your team actually needs today, not what you might need in a year. Most tools on this list offer free plans or trials. Pick two or three that match your priorities, run a real project in each for a week, and let your team vote. The best monday.com alternative is the one your team will actually use. For the direct Rock comparison, see Rock vs Monday. For the head-to-head against the calmer alternative, see Basecamp vs Monday.

Looking for a Monday.com alternative that combines chat and tasks without per-user pricing? Try Rock for free.

ClickUp is a powerful project management tool. It can do almost anything you need, from task boards and docs to time tracking and automations. But "can do everything" comes with trade-offs.

In 2025, ClickUp raised its Unlimited plan price from $5 to $7 per user per month. Some teams saw their bills jump overnight after guests were reclassified as limited members. On top of that, the learning curve is steep. Teams that just need a clean task board and a way to communicate often find themselves buried in features they never use.

According to Harvard Business Review, knowledge workers toggle between applications over 1,200 times per day. Adding a complex tool to the mix can make this worse instead of better.

If you are looking for something simpler, cheaper, or just a better fit for your team, here are 10 ClickUp alternatives worth considering.

Answer a few questions to learn which ClickUp alternative fits your team best

We've created a custom quiz to help you decide on the best ClickUp alternative depending on your team and workflows. Try it out, just takes 30 seconds!

Quick Comparison

Best ClickUp Alternatives for Agencies and Client Teams

1. Rock - Best for agencies that need chat and tasks in one place

Rock is built for teams that work with external clients. Instead of running Slack for messaging and ClickUp for tasks, Rock puts both in the same workspace. Every project gets its own space with chat, a task board, notes, and files.

Clients and freelancers join your spaces directly without paying extra. This is a big deal for agencies that manage five or ten client relationships at once. No separate "guest" pricing tier that inflates your bill.

The pricing model is different from most tools on this list. Rock charges a flat $89 per month for unlimited users, instead of charging per seat. For a team of 20, that works out to $4.45 per person. At 30 people, it drops to $2.97. The math gets better as your team grows.

The trade-off is that Rock is not as feature-deep as ClickUp. You will not find custom fields, complex automations, or Gantt charts. It covers chat, task management, notes, files, and meetings. For many agencies, that is enough.

Pricing: Free plan (3 group spaces, 50 tasks each) | Unlimited: $89/mo flat
Best for: Agencies managing multiple client projects who want chat and tasks together.
Skip this if: You need advanced automations, custom fields, or Gantt charts.

2. Basecamp - Best for async-first teams with client access

Basecamp takes a different approach to project management. Instead of giving you dozens of features to configure, it gives you a fixed set of tools: message boards, to-dos, schedules, file storage, and group chat. You cannot customize the layout much, and that is the point.

"The most common mistake teams make is buying a tool based on its feature list instead of how their team actually works." - Jason Fried, CEO, Basecamp

Basecamp works well for agencies that communicate with clients through the platform. You can invite clients to specific projects and control what they see. The flat pricing option ($349/mo for unlimited users) makes it predictable for larger teams.

The downside is the limited flexibility. You cannot create custom workflows, there are no Kanban boards, and reporting is basic. If your team needs sprints or visual project tracking, Basecamp will feel too rigid.

Pricing: Free plan (1 project, 20 users) | $15/user/mo or $349/mo flat
Best for: Teams that want opinionated structure and async communication.
Skip this if: You need visual boards, custom workflows, or detailed reporting.

Best ClickUp Alternatives for Visual Project Management

3. Monday.com - Best for visual workflows and automations

Monday.com is one of the most visually polished project management tools available. The boards are colorful, easy to read, and the drag-and-drop interface works well for teams that think visually.

Where Monday.com stands out is automations. You can set rules like "when status changes to Done, notify the project lead and move the item to the Archive group." These automations are easier to build than ClickUp's, though slightly less powerful.

The pricing adds up quickly. At $12 per user per month (Standard plan), a 25-person team pays $300 monthly. You also need at least 3 seats to start, and the free plan is limited to 2 seats.

Pricing: Free plan (2 seats) | Standard: $12/user/mo
Best for: Teams that want visual boards with solid automations and templates.
Skip this if: You are cost-conscious or need deep customization beyond pre-built automations.

4. Trello - Best for simple Kanban boards

Trello is the tool that popularized Kanban boards for business teams. Cards, lists, drag and drop. If you found ClickUp overwhelming and just want a clean board to track tasks, Trello is the simplest option on this list.

The free plan is generous enough for small teams. You get unlimited cards, up to 10 boards per workspace, and basic automations through Butler. The paid plans add calendar views, timeline views, and more dashboard features.

The limitation is that Trello stays simple. There is no built-in communication tool, no docs, and no time tracking. For anything beyond basic task tracking, you will need to add integrations or switch to a more complete platform. Trello is also owned by Atlassian, which means its pricing and features can shift with Atlassian's broader strategy.

Pricing: Free plan (unlimited cards, 10 boards) | Standard: $6/user/mo
Best for: Small teams that want dead-simple Kanban without a learning curve.
Skip this if: You need reporting, built-in chat, or anything beyond basic boards.

Best ClickUp Alternatives for Complex Projects

5. Asana - Best for cross-project reporting and portfolios

Asana is a strong pick for teams managing multiple projects at once. The portfolio feature gives you a bird's-eye view of all active projects, their status, and who is responsible. This is where Asana is clearly better than ClickUp for some teams.

The interface is cleaner than ClickUp's. You can switch between list, board, timeline, and calendar views without the clutter. Cross-functional collaboration is easier because the navigation is more intuitive.

The pricing is steep though. Asana's Starter plan starts at $13.49 per user per month, and the Advanced plan (needed for portfolios, proofing, and approvals) jumps higher. There is no flat pricing option, so costs scale directly with headcount.

Pricing: Free plan (up to 10 users) | Starter: $13.49/user/mo
Best for: Teams juggling multiple projects that need portfolio-level reporting.
Skip this if: You want built-in chat, or your team is price-sensitive at 15+ seats.

6. Wrike - Best for enterprise workflows and proofing

Wrike is built for larger organizations that need structure, compliance, and detailed reporting. The proofing feature lets teams mark up images, PDFs, and videos directly in the platform, which is useful for agencies handling creative work.

The tool also offers strong time tracking, resource management, and Gantt charts. If your team uses agile or waterfall methodologies, Wrike supports both with dedicated views.

The challenge is that Wrike feels enterprise-first. The interface is dense, the setup takes time, and smaller teams may find it too heavy. Pricing starts at $10 per user per month (Team plan), but the features most teams want are on the Business plan, which costs more.

Pricing: Free plan (basic) | Team: $10/user/mo
Best for: Larger teams that need proofing, time tracking, and compliance controls.
Skip this if: Your team is under 15 people or you want something lightweight.

Best ClickUp Alternatives for Docs and Tasks

7. Notion - Best for document-heavy workflows

Notion blends databases, docs, and task management into a flexible workspace. For a deeper Notion-vs-ClickUp breakdown, see our Notion vs ClickUp or ClickUp vs Jira head-to-heads, or our wider Notion alternatives guide. If your team spends as much time writing and organizing information as managing tasks, Notion is a natural fit.

The free plan is strong. You get unlimited pages, and the collaborative editing works well for team wikis, meeting notes, and project documentation. The task management features are functional but secondary to the docs experience.

"The best tool is the one that fits how your team already works, not the one with the longest feature list." - Claire Lew, CEO, Canopy (formerly Know Your Team)

Notion's weakness is that it is not a dedicated project management tool. There are no built-in automations, no proofing, and no time tracking. You can build task boards using databases, but it requires setup and ongoing maintenance. For teams used to ClickUp's out-of-the-box PM features, Notion may feel too unstructured.

Pricing: Free plan (unlimited pages) | Plus: $12/user/mo
Best for: Teams that need a knowledge base with lightweight task tracking.
Skip this if: You need dedicated PM features like Gantt charts, time tracking, or automations.

8. Hive - Best for creative teams with design proofing

Hive is a mid-range project management tool that includes built-in proofing for design files. Teams can mark up images and documents directly, leave comments on specific areas, and track approval status.

The platform offers six project views (Gantt, Kanban, calendar, table, portfolio, and summary), plus a built-in time tracker. The forms feature lets you create intake forms for client requests, which is useful for agencies handling incoming work.

At $5 per user per month, Hive is one of the more affordable options that includes proofing. The free plan exists but is limited to basic features for small teams.

Pricing: Free plan (limited) | Teams: $5/user/mo
Best for: Creative teams that need proofing and approval workflows.
Skip this if: You do not need proofing and want something simpler or cheaper.

Best ClickUp Alternatives on a Budget

9. Todoist - Best lightweight personal task manager

Todoist is not trying to compete with ClickUp on features. It is a focused task manager that handles personal and small-team task management without the overhead of a full PM platform.

The interface is clean. You add tasks, set due dates, assign priorities, and check them off. Natural language input lets you type "Submit proposal Friday p1" and it creates a high-priority task due on Friday. No training needed.

The free plan covers up to 5 active projects and 5 collaborators. The Pro plan at $5 per user per month adds reminders, labels, filters, and comments.

Pricing: Free plan (5 projects) | Pro: $5/user/mo
Best for: Individuals or small teams that want a clean task list without project management complexity.
Skip this if: You need boards, client access, or team-level collaboration features.

10. SmartSuite - Best for data-driven teams

SmartSuite is a newer platform that combines work management with data tools. Think of it as a middle ground between Airtable and Monday.com. You get visual boards, but also spreadsheet-like views with formulas, rollups, and linked records.

The platform includes over 200 templates and supports multiple views per solution (grid, Kanban, timeline, calendar, map, and chart). The automation builder is capable without being as complex as ClickUp's.

"Nearly 9 in 10 disappointed software buyers experienced implementation disruptions, most often due to integration issues, data migration errors, or project delays." - Capterra Software Buying Trends Report

At $12 per user per month, SmartSuite sits in the mid-range. The free plan is available for basic use with limited records.

Pricing: Free plan (limited) | Team: $12/user/mo
Best for: Teams that want work management with spreadsheet-level data flexibility.
Skip this if: You want something simple, or your team does not need data-driven workflows.

Tools We Didn't Include (and Why)

• Jira: Designed for software development teams, not general project management. Overkill for most agencies and non-engineering teams.
• Airtable: Excellent as a database, but not a full PM tool. Best used alongside other tools rather than as a replacement.
• Microsoft Project: Enterprise-focused, expensive, and requires the Microsoft ecosystem.
• Zoho Projects: Capable but tightly coupled to the Zoho suite. If you are not already using Zoho CRM or Zoho Books, the value drops.
• GoodDay: Budget-friendly at $4 per user, but limited market presence and fewer integrations than established alternatives.

How to Choose the Right ClickUp Alternative

The right tool depends on what drove you away from ClickUp in the first place.

If ClickUp is too complex: Look at Todoist, Trello, or Rock. All three prioritize simplicity over feature depth.

If ClickUp is too expensive at scale: Rock's flat $89 per month beats per-user pricing at 12+ people. Basecamp's flat plan works for larger teams too. For the head-to-head, see ClickUp vs Basecamp.

If you need client collaboration: Rock and Basecamp both let clients join your workspace without extra per-seat costs.

If you need visual boards and automations: Monday.com is the closest match to ClickUp's visual approach, with an easier learning curve.

If you need docs and tasks together: Notion is the strongest option, though it trades PM features for flexibility.

Related reads: our Basecamp alternatives guide, the ClickUp vs Monday head-to-head, and our honest reviews of Asana and Monday.com.

Related reads: our Basecamp alternatives guide, the ClickUp vs Monday head-to-head, and our honest reviews of Asana and Monday.com. Want more options? Compare our Asana alternatives, Monday alternatives, and Trello alternatives.

Related reads: our Basecamp alternatives guide, the ClickUp vs Monday and Slack vs ClickUp head-to-heads, and our honest reviews of Asana and Monday.com. Want more options? Compare our Asana alternatives, Monday alternatives, and Trello alternatives. For the direct Rock comparison, see Rock vs ClickUp.

Related reads: our Basecamp alternatives guide, the ClickUp vs Monday, Slack vs ClickUp, and ClickUp vs Asana head-to-heads, and our honest reviews of Asana and Monday.com.

Related reads: our Basecamp alternatives guide, the ClickUp vs Monday, Slack vs ClickUp, ClickUp vs Asana, and ClickUp vs Trello head-to-heads, and our honest reviews of Asana and Monday.com.

A University of California, Irvine study found that it takes 23 minutes to regain focus after switching between tools. Whatever you choose, picking one tool that covers your core needs is better than stitching three together.

Looking for a ClickUp alternative that combines chat and tasks without per-user pricing? Try Rock for free.

Asana is a solid project management tool, but it is not the right fit for every team. Per-seat pricing adds up fast once you grow past ten people. You can only assign one person per task. There is no built-in chat, which means you still need Slack or Teams running on the side. And many useful features, like timeline views and custom fields, are locked behind the Business or Enterprise tiers.

That forced toggling between apps has a real cost. Harvard Business Review found that workers switch apps up to 1,200 times per day, losing roughly four hours a week to context switching. A UCI study confirmed it takes over 23 minutes to refocus after an interruption.

If you are shopping for Asana alternatives, the good news is that the market has matured. There are options built for agencies, for visual thinkers, for teams that live in documents, and for people who just want a simple task list. This guide covers ten tools worth testing in 2026, organized by what they do best.

"The tools that have been around for a long time just don't work the way teams work anymore. Business moves so quickly and the tools can't keep up with that pace of change." - Liz Pearce, former CEO, LiquidPlanner

Not sure what Asana Alternative fits you best? Take the Quiz

We'll recommend an Asana alternatie for you team based on Budget, needs and size.

Quick Comparison

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Best Asana Alternatives for Agencies and Client Teams

1. Rock - Best for agencies that need chat and tasks in one place

Most Asana alternatives solve tasks but ignore communication. Rock takes a different approach: every project space includes its own chat, task board, notes, and file storage. You do not need a separate messaging app.

For agencies, the client collaboration angle stands out. External clients and freelancers join spaces directly at no extra cost. They see the same chat and task updates your team sees. No guest seat fees, no permission headaches. What we do at Rock: we run our own marketing in Rock spaces where the team and external partners work side by side.

The pricing model is flat. $89 per month for unlimited users, spaces, and tasks. For a team of 15, that is under $6 per user. For 30 people, under $3. Per-seat tools like Asana get more expensive as you grow. Rock gets cheaper.

Pricing: Free plan (3 group spaces, 50 tasks/space). Unlimited plan: $89/mo flat.

Best for: Agencies with 10+ people who work with clients daily and want chat and tasks in one workspace.

Skip this if: You need advanced Gantt charts, resource leveling, or deep integrations with enterprise tools like Salesforce.

2. Basecamp - Best for async-first teams with client access

Basecamp takes the opposite approach to feature-heavy tools. Each project gets a message board, to-do lists, a schedule, a chat room, and file storage. That is it. No custom fields, no dependencies, no automations.

That simplicity is the point for async teams. The message board format encourages longer, thoughtful updates instead of rapid-fire chat. Clients can be added to projects with limited visibility. Hill Charts give a visual sense of progress without requiring everyone to update task statuses daily.

The trade-off is real, though. There are no Kanban boards, no timeline views, and no subtask structures. If your projects involve complex dependencies, Basecamp will feel limiting fast.

Pricing: Free plan (1 project, limited storage). Paid: $15/user/mo or $299/mo flat (unlimited users).

Best for: Remote teams that value async communication and want a calm, structured workspace for client projects.

Skip this if: You need visual boards, automations, or detailed reporting across projects.

Best Asana Alternatives for Visual Project Management

3. Monday.com - Best for visual workflows and automations

Monday.com is the strongest pick for teams that think visually. Color-coded boards, timeline views, and Gantt charts come standard. The automation builder is powerful: set triggers for status changes, due dates, assignments, or custom conditions without writing code.

The template library covers marketing campaigns, sprint planning, CRM pipelines, and more. Dashboards pull data from multiple boards into one view, which helps managers track progress across teams.

The downside is pricing. The $12/user/mo rate requires a minimum of three seats, and useful features like time tracking and automations are limited on lower tiers. A 20-person team pays $240/month before hitting feature caps.

Pricing: Free plan (2 seats). Standard: $12/user/mo. Pro: $20/user/mo.

Best for: Marketing teams and agencies that need visual workflows, automations, and cross-functional dashboards.

Skip this if: You are a small team watching costs, or you prefer a simpler tool without a learning curve.

4. Trello - Best for simple Kanban boards

Trello invented the digital Kanban board, and it is still the simplest way to manage tasks visually. Drag cards across columns, add checklists, attach files, set due dates. The interface is intuitive enough that new team members figure it out within minutes.

Power-Ups extend Trello's functionality with calendar views, voting, custom fields, and integrations. But the free plan limits you to one Power-Up per board, and advanced features like dashboard views require the Premium tier.

Trello works well for small teams and straightforward workflows. It starts to struggle when projects involve multiple dependencies, cross-board reporting, or client-facing deliverables.

Pricing: Free plan (unlimited boards, 1 Power-Up/board). Standard: $5/user/mo. Premium: $10/user/mo.

Best for: Small teams that want a simple, visual task board without setup time. A solid Trello-level experience with room to grow.

Skip this if: You manage complex projects with dependencies, need time tracking, or want built-in reporting.

Best Asana Alternatives for Feature-Rich PM

5. ClickUp - Best for teams that want maximum customization

ClickUp tries to be everything: tasks, docs, whiteboards, goals, time tracking, chat, and dashboards in one platform. For teams that want to consolidate tools, it delivers. The customization depth is unmatched. Custom fields, views, automations, and statuses can be configured per space, folder, or list.

"Nearly 9 in 10 disappointed software buyers experienced implementation disruptions, most often due to integration issues, data migration errors, or project delays." - Capterra Software Buying Trends Report

That depth has a cost. The learning curve is steep. Setting up ClickUp to match your workflow takes hours, not minutes. And the interface can feel cluttered for teams that do not need every feature. It is a powerful tool, but not a simple one.

Pricing: Free plan (100MB storage). Unlimited: $7/user/mo. Business: $12/user/mo.

Best for: Teams that want one platform for everything and are willing to invest time in setup and configuration.

Skip this if: You value simplicity. If Asana felt overwhelming, ClickUp will feel worse.

6. Wrike - Best for enterprise workflows and proofing

Wrike is built for structured, repeatable processes. Request forms, approval workflows, proofing tools, and Gantt charts make it a strong pick for teams that manage complex deliverables. The proofing feature lets reviewers mark up images, videos, and PDFs directly inside the platform.

Time tracking is native, and resource management views help managers balance workloads across the team. Cross-tagging lets a single task live in multiple projects, which Asana handles differently with its multi-home feature.

The trade-off: Wrike is not simple. The interface takes getting used to, and smaller teams may find it heavy for their needs.

Pricing: Free plan (basic features). Team: $10/user/mo. Business: $25/user/mo.

Best for: Enterprise teams and agencies with formal approval processes, proofing needs, and compliance requirements.

Skip this if: You are a small team or startup that needs a lightweight tool. Wrike's setup time is significant.

Best Asana Alternatives for Docs and Tasks

7. Notion - Best for document-heavy workflows

Notion blurs the line between project management and knowledge management. For the broader field, see our Notion alternatives guide or our head-to-head Asana vs Notion, Asana vs Basecamp, and Asana vs Jira comparisons. Its block-based editor lets you build anything: wikis, databases, task boards, meeting notes, and project trackers. The flexibility is the draw.

For teams that create a lot of documentation, Notion is hard to beat. You can link databases, create relational views, and build dashboards from your data. The free plan is generous for personal use.

The downside: Notion is not a traditional PM tool. There are no native Gantt charts, no resource management, and no built-in time tracking. Task management works, but it requires building your own system from templates or scratch.

Pricing: Free plan (unlimited blocks, 7-day page history). Plus: $10/user/mo. Business: $18/user/mo.

Best for: Teams that need a combined wiki and task system, especially for content, product, and engineering workflows.

Skip this if: You want structured project management out of the box. Notion requires setup to work as a PM tool.

8. Hive - Best for creative teams with design proofing

Hive combines project management with tools that creative teams actually use. Built-in proofing lets designers and clients mark up files directly. Time tracking is native. And the action card system supports multiple views: Kanban, Gantt, calendar, table, and summary.

Hive also includes a simple messaging feature and integrates with over 1,000 tools through Zapier. The interface is clean and less overwhelming than ClickUp or Wrike.

The free plan is limited to 10 workspace members, and some features like analytics dashboards are locked behind higher tiers.

Pricing: Free plan (10 members). Teams: $5/user/mo. Enterprise: custom pricing.

Best for: Creative agencies and design teams that need proofing, time tracking, and visual project views in one place.

Skip this if: You need advanced automations, custom fields, or client-facing portals.

Best Asana Alternatives on a Budget

9. Todoist - Best lightweight personal task manager

Todoist strips task management down to the essentials: tasks, due dates, priorities, labels, and projects. The interface is clean and fast. Adding tasks feels natural with the quick-add bar and natural language date parsing.

It is not a project management tool in the traditional sense. There are no boards, no Gantt charts, no team dashboards. But for individuals and small teams that just need a reliable task list, Todoist does the job without the overhead.

"There is surely nothing quite so useless as doing with great efficiency what should not be done at all." - Peter Drucker

The Todoist philosophy fits that quote. Not every team needs a complex PM system. Sometimes a clean task list is enough.

Pricing: Free plan (5 projects, 5 collaborators). Pro: $4/user/mo. Business: $6/user/mo.

Best for: Freelancers and small teams that want a fast, minimal task manager without project management complexity.

Skip this if: You need team collaboration features, visual boards, or client access. Todoist is built for personal productivity first.

10. SmartSuite - Best for data-driven teams

SmartSuite is a newer player that combines work management with database-like flexibility. Think of it as a middle ground between Monday.com and Airtable. You get task views (grid, Kanban, calendar, timeline, card, map) plus the ability to build custom data structures with formulas, automations, and linked records.

The template library is strong, covering use cases from sales pipelines to product roadmaps. Dashboards aggregate data across solutions with charts, metrics, and pivot tables.

The trade-off: SmartSuite is not widely known yet. The integration ecosystem is smaller than Asana's or Monday's. And the pricing can add up for larger teams.

Pricing: Free plan (limited records). Team: $15/user/mo. Professional: $25/user/mo.

Best for: Teams that need structured data alongside project management, especially operations and finance workflows.

Skip this if: You want a large integration ecosystem or need an established tool with a big community and support library.

Tools We Didn't Include (and Why)

• Jira: Built for software development teams, not general project management. Overkill for most agencies and non-technical teams.
• Airtable: A database tool with project management add-ons. Powerful, but the learning curve and pricing make it a poor direct Asana replacement.
• Microsoft Project: Enterprise-grade scheduling software. Requires Microsoft 365 and is designed for program managers, not everyday team collaboration.
• Zoho Projects: Part of the Zoho ecosystem. Works best if you already use Zoho CRM, Books, and other Zoho apps. Standalone, it is underwhelming.
• GoodDay: Interesting AI-powered features, but the small user base means fewer integrations, slower updates, and limited community support.

How to Choose the Right Asana Alternative

Start with why you are leaving Asana. If it is pricing, calculate your per-user cost at your current team size and compare flat-rate options like Rock. If it is complexity, lean toward simpler tools like Trello or Todoist. If it is missing features, look at ClickUp or Wrike.

Think about who needs access. Agencies that bring clients into projects need tools built for external collaboration: Rock and Basecamp handle this well. Internal-only teams have more flexibility.

Consider your sprint planning and workflow style. Visual thinkers lean toward Monday.com and Trello. Document-heavy teams prefer Notion. Teams with formal approval processes benefit from Wrike's structured approach. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday or Asana vs Trello head-to-heads, or honest reviews of ClickUp and Monday.com. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday, Asana vs Trello, or ClickUp vs Asana head-to-heads, or honest reviews of ClickUp and Monday.com. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday, Asana vs Trello, ClickUp vs Asana, or Asana vs Monday head-to-heads, or honest reviews of ClickUp and Monday.com. For deeper dives, see our Basecamp alternatives guide, the ClickUp vs Monday, Asana vs Trello, ClickUp vs Asana, Asana vs Monday, or Trello vs Monday head-to-heads, or honest reviews of ClickUp and Monday.com.

The best Asana alternative is the one your team will actually use. Most of these tools offer free plans or trials. Pick two or three from this list, run a real project through each, and let the team vote. The quiz at the top of this page can narrow your starting point.

For the direct Rock comparison, see Rock vs Asana.

Ready to try a workspace where chat and tasks live together? Sign up for Rock and see if it fits your team.

According to industry surveys, 59% of Scrum teams use 2-week sprints. That is the default, but it is not always the right answer. Sprint length depends on how fast you can get feedback, how experienced your team is, and how much changes between reviews. Get started with the sprint planning template.

For agencies managing client work, sprint length is often dictated by the client's feedback timeline, not by Scrum theory. If your client reviews work every Friday, a 2-week sprint means they see half-finished work at the review. A 1-week sprint aligns with their rhythm.

This guide helps you pick the right sprint length for your team, with an interactive tool, a decision framework, and specific advice for agencies running client projects.

"A Sprint should be as short as possible and no shorter." - Ken Schwaber, Co-creator of Scrum

Find Your Sprint Length

Answer four questions and get a recommendation based on your team's situation.

Sprint Length Options at a Glance

1-week sprints: Best for fast-changing requirements, small teams, or when clients review weekly. High planning overhead (you plan every week) but maximum alignment with feedback. Good for agencies where the client expects to see progress every few days.

2-week sprints: The industry standard. 59% of teams use this length. Balances planning overhead with delivery. Works well when clients review bi-weekly or when your team is still learning sprint practices.

3-4 week sprints: For complex work with stable requirements. The Scrum Guide sets one month as the maximum. Gives teams extended focus time but increases the risk of scope drift and late feedback. Consider a mid-sprint check-in to catch issues early.

Sprints for Agency Client Work

Most sprint guidance is written for product teams building software. For more on the full product development process, see our guide. Agencies are different in ways that directly affect sprint length.

The client is the Product Owner. In a product company, the Product Owner is an employee who understands sprint boundaries. In an agency, the client fills that role, and they may not understand that adding scope mid-sprint has consequences. This means shorter sprints often work better for agencies because there is less time for scope to creep.

Multi-client capacity. A developer on three client projects cannot commit fully to any one sprint. If your team splits time across clients, shorter sprints give you more flexibility to rebalance capacity week to week.

Client feedback is the real constraint. Sprint length should align with when the client can actually review work. If they only have time for a review call every other Friday, a 2-week sprint ending on Thursday gives you time to prepare the deliverable. If they check in weekly, match that rhythm.

"Part of why we love the Agile approach is because it bakes in adaptation, and we can learn as we go." - Emily Theis, Head of Producers at Upstatement, via Medium

For more on structuring client communication around delivery cycles, see our guides on virtual communication practices and remote communication for agencies.

Signs Your Sprints Are Too Short

• Your team spends more time in planning and retros than building
• Nothing meaningful ships at the end of each sprint
• Velocity is unpredictable from sprint to sprint
• Team feels like they are constantly starting over

Fix: Extend to 2 weeks. Batch smaller tasks together. Reduce ceremony time by sharing meeting agendas in advance so retros and planning stay focused.

Signs Your Sprints Are Too Long

• Requirements change before the sprint ends
• Client feedback arrives too late to act on
• Scope creep fills the extra time (more gets added because "we have the time")
• Team procrastinates early and rushes at the end

Fix: Shorten to 2 weeks. If you cannot go shorter, add a mid-sprint check-in to catch drift early. For more on managing scope changes, see our guide on defining project scope.

Sprint Fatigue: The Problem Nobody Talks About

After 6 or more consecutive sprints without a break, teams often report blurred lines between sprints, lower productivity, shorter tempers, and increasing sick days. This is sprint fatigue, and it is real. At the individual level, the equivalent rhythm protection is the Pomodoro Technique: short focused intervals with structured breaks that prevent the same exhaustion at a daily scale.

The fix: build in a rest sprint every 6-8 weeks. Use it for learning, process improvement, documentation, or technical debt. Not client work. This is not lost time. It is an investment in the team's ability to sustain pace over months, not just weeks.

As the Scrum Alliance puts it: "Continuous delivery does not imply constant work." For more on protecting your team from burnout, see our article on remote work culture for agencies.

Running Sprints in Rock

Rock has built-in sprints that work alongside chat, tasks, notes, and files in every project space. Set your sprint cadence (weekly, bi-weekly, or monthly), assign tasks to sprints, and track progress on the sprint board.

Because the sprint board lives in the same space as your project chat, clients can see sprint progress directly without a separate status meeting. Sprint reviews can happen asynchronously: share the board, the client reviews when they have time, and you discuss only what needs discussion.

For a broader look at how sprints fit into your tool stack, see our guide on task management apps.

Final Thoughts

Sprint length is not a one-time decision. Start with 2 weeks if you are unsure. After 3-4 sprints, look at what is working and what is not. If planning overhead is eating your time, go longer. If client feedback is arriving too late, go shorter. The right sprint length is the one that matches your team's feedback cycle, not the one a framework prescribes.

"Better remote communication is not about sending more messages. It is about making the right information visible at the right time, so nobody has to chase it." - Nicolaas Spijker, Marketing Expert

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Want sprints, chat, and client collaboration in one workspace? Rock combines messaging, task boards with built-in sprints, notes, and files. One flat price, unlimited users. Get started for free.

According to research from My Hours, 48% of workers say their last meeting was unnecessary. Meeting time has tripled since 2020. The average professional now spends more than half their workweek in meetings and messages, leaving less than half for actual work.

Sometimes the right move is to cancel. Sometimes the right move is to replace the meeting with an async update. And sometimes the meeting should happen, just shorter. This article covers all three situations, with templates you can copy for each one.

"A meeting hangover is the idea that when we have a bad meeting, we just don't leave it at the door. It sticks with us and it negatively affects our productivity." - Steven Rogelberg, Professor at UNC Charlotte and Author of The Surprising Science of Meetings, via CBS News

Before You Cancel: Should This Meeting Exist?

Before writing the cancellation message, ask yourself which category this meeting falls into:

Cancel it if there is no agenda, or the agenda can be covered in a single message. If you cannot explain what the meeting will accomplish in one sentence, it probably should not happen.

Make it async if it is a status update, information share, or a decision that does not need real-time discussion. A written update or a short recorded video can replace most of these. For the calls that do stay live, our video conferencing guide covers when the format earns its cost. For more on this, see our guide on virtual communication practices.

Keep it but shorten it if the topic needs discussion but 15 minutes would be enough instead of 60. Most meetings default to 30 or 60 minutes because that is what the calendar app suggests, not because the topic requires it.

Keep it as-is if it is a brainstorm, a conflict resolution conversation, relationship-building with a new client, or onboarding. These benefit from real-time interaction and body language.

According to Reclaim.ai, replacing just 4 unnecessary meetings per week with email or chat updates saves about 2.67 hours. Over a year, that adds up to more than two full work weeks.

How to Cancel an Internal Meeting

Internal meetings are the simplest to cancel. Your team understands competing priorities. The key is to always say what happens instead: an async update, a rescheduled date, or nothing (because the meeting was not needed).

Template: Slack or chat message

"Hey team, canceling today's [meeting name]. [Reason in one sentence]. I will send a written update by [time] instead. If anything needs discussion, drop it in the thread and we will sort it out async."

Template: Email

"Hi everyone, I am canceling our [meeting name] scheduled for [date/time]. [Brief reason]. Instead, I have posted an update in [location: project space / shared doc / email below]. Please review and flag anything that needs a live conversation. We can always add a shorter sync if needed."

Notice both templates include what replaces the meeting. "Canceled with no follow-up" feels like something got dropped. "Canceled, here is the update instead" feels like you are respecting everyone's time.

How to Cancel a Client Meeting

Client meetings are different. Canceling an internal sync is forgiven. Canceling a client meeting, especially more than once, signals unreliability. With new clients or prospects, there are rarely second chances.

A few rules that protect the relationship:

• Call or message directly first, then follow up in writing. An email-only cancellation can feel dismissive. A quick phone call or direct message shows you take the relationship seriously.
• Always offer something in return. A brief async update, a deliverable sent ahead of schedule, or a shorter alternative meeting. Never cancel and leave a vacuum.
• Never cancel the same client's meeting twice in a row. One cancellation is understandable. Two back-to-back is a pattern, and clients notice.
• Give as much notice as possible. 48 hours is ideal. Same-day cancellations should only happen for genuine emergencies.

Template: Client cancellation message (phone or chat)

"Hi [name], I need to move our meeting scheduled for [date]. [Brief honest reason: a client deliverable needs my attention / a team issue came up that I need to handle today]. I want to make sure we use our time well, so I would like to suggest [alternative: rescheduling to X date / sending you an async update today / a shorter 15-minute check-in tomorrow]. What works best for you?"

Template: Follow-up email after cancellation

"Hi [name], following up on our conversation. I have rescheduled our meeting to [new date/time]. In the meantime, here is a quick update on where things stand: [2-3 sentences on project status]. Let me know if anything needs attention before we meet."

For more on managing client relationships, see our guide on client management for agencies.

How to Cancel Across Cultures

If your team or clients are in different countries, meeting cancellation norms vary more than you might expect.

Southeast Asia (Philippines, Indonesia): Hierarchy matters. Canceling a meeting with a senior person requires more deference and explanation than canceling with a peer. Indirect communication is preferred. Instead of "I am canceling because it is not needed," try "I want to make sure we are using your time well. Would it be helpful if I sent a written update instead?"

Latin America (Brazil, Colombia, Mexico): Personal relationships come first. A phone call is better than an email. The personal touch matters more than efficiency. Even if the cancellation is straightforward, spending 30 seconds acknowledging the relationship makes a difference.

General rule: When in doubt, over-communicate the reason and offer a concrete alternative. This works across cultures because it shows respect for the other person's time regardless of local norms. For more on building culture across regions, see our article on remote work culture for agencies.

All Templates in One Place

Here are all six templates for easy reference:

1. Internal meeting - chat message: "Hey team, canceling today's [meeting]. [Reason]. I will send a written update by [time] instead."

2. Internal meeting - email: "I am canceling our [meeting] on [date]. [Reason]. Update posted in [location]. Flag anything that needs a live conversation."

3. Client meeting - direct message: "Hi [name], I need to move our meeting on [date]. [Reason]. Can I suggest [alternative]? What works for you?"

4. Client meeting - follow-up email: "Following up. Rescheduled to [date]. Here is a quick update: [status]. Let me know if anything needs attention."

5. Recurring meeting you want to eliminate: "I have been thinking about our weekly [meeting]. Most weeks, the updates could be covered in a written message. What if we switch to a Friday async report and only meet when there is something that needs real-time discussion? We can try it for two weeks and see how it feels."

6. Proposing async instead of a meeting: "Before we schedule a call for this, can I try something? I will record a 5-minute walkthrough of [topic] and share it. You can watch when it works for you and leave comments. If anything needs a live conversation after that, we will schedule a shorter call."

When to Replace Meetings with Async Updates

Canceling a meeting is one thing. Replacing the pattern is another. If you find yourself canceling the same type of meeting repeatedly, the meeting itself might be the problem.

Status updates: Replace with a Friday async report. What shipped, what is blocked, what comes next week. Two to three paragraphs or a 3-minute recorded video.

Design or work reviews: Replace with recorded walkthroughs. Your team member records a 5-minute Loom, the reviewer watches and leaves timestamped comments. More thoughtful feedback, no scheduling needed.

Decision meetings: Replace with a written decision template. Context, options, recommendation, deadline for input, decision owner. See our guide on remote communication for the full framework.

What we practice at Rock: we share a meeting agenda 24-48 hours before every meeting. At the start, we ask if everyone has read it. If not, we give 5 minutes for short agendas or reschedule for longer ones. This alone eliminates most unproductive meetings because the preparation requirement filters out the ones that should not happen.

"The most productive meetings contain only five to eight people." - Robert Sutton, Professor of Organizational Behavior at Stanford University

Final Thoughts

Canceling a meeting is not a failure of management. Keeping an unnecessary meeting is. The best teams cancel more meetings than average teams because they have systems that make real-time discussion optional for most work.

Start with the decision framework: cancel, make async, shorten, or keep. Use the templates above when you need them. And if you notice you are canceling the same meeting every week, replace the pattern with something better.

"Better remote communication is not about sending more messages. It is about making the right information visible at the right time, so nobody has to chase it." - Nicolaas Spijker, Marketing Expert

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Want to reduce meetings by keeping your team and clients in one workspace? Rock combines messaging, tasks, notes, and files in every project space. Clients join directly. Get started for free.

If you are reading this, you probably already know what Trello does well: Kanban boards, drag-and-drop cards, a clean interface that anyone can learn in five minutes. For small projects and simple workflows, it is hard to beat.

But you are also here because something is not working anymore. Maybe you need to see across multiple projects at once and Trello does not do portfolios. Maybe your team is copying task updates into Slack because Trello has no built-in messaging. Maybe your board has 200 cards and finding anything takes longer than doing the work. Or maybe the per-user pricing is adding up now that your team has grown.

This guide covers 10 alternatives organized by the specific Trello limitation you are trying to solve.

"Your system needs to be as simple as it can, but no simpler." - David Allen, Author of Getting Things Done

Trello Alternative Picker for your Team

Answer the following questions to see which tools fits the needs of your team best.

Quick Comparison

Best for Agencies and Client Teams

1. Rock - Best for Chat + Tasks in One Place

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Trello handles tasks. Rock handles the conversation around tasks too. Every project space includes chat, a task board, notes, and files. Clients and freelancers join directly without a guest portal or per-user fee.

Where Trello requires you to pair it with Slack or email for communication, Rock combines both. Kanban boards, list view, calendar view, sprints, and custom fields on the paid plan. The open API lets you connect any AI (Claude, ChatGPT, Gemini) as a bot in your workspace.

Pricing: Free (3 group spaces, unlimited messages) | Unlimited: $89/month flat regardless of team size. That works out to $5.93/user for a 15-person team, or $2.97/user for 30 people. Compare that to Trello Premium at $10/user or Asana at $10.99/user. The value gets better as your team grows.

Best for: Agencies with 10+ people that want chat and task management in one workspace with client access at no extra cost.

Skip this if: You are a small team of 3-5 where per-user tools may be cheaper, or you need advanced PM features like Gantt charts. See the full Rock vs Trello comparison.

Best for Complex Projects

2. Asana - Best for Reporting and Portfolios

Asana fills the gap Trello leaves once you manage multiple projects. Portfolio views show you where every project stands at a glance. Workload management helps balance team capacity. Timeline views give you Gantt-style planning that Trello cannot do.

The free plan supports 15 users with unlimited tasks. The trade-off: no built-in messaging. You still need a separate chat tool.

Pricing: Free (15 users) | Starter: $10.99/user/month. Advanced: $24.99/user/month.

Best for: Agencies managing 10+ concurrent projects that need visibility across all of them. Rock vs Asana.

3. Monday.com - Best Visual Alternative

If you like Trello's visual approach but need more power, Monday.com is the natural step up. Color-coded boards, timeline views, drag-and-drop automations, and a polished interface that works well in client presentations.

Monday.com raised prices 18% in February 2026. The 3-seat minimum on paid plans means you pay at least $27/month even for a small team.

Pricing: Free (2 seats, 3 boards) | Basic: $9/seat/month (min 3). Standard: $12/seat/month.

Best for: Teams that want Trello's visual simplicity with more features underneath. Rock vs Monday.com.

4. ClickUp - Best for Customization

ClickUp is the opposite of Trello's simplicity. Every view, field, and workflow is customizable. List, board, Gantt, calendar, table, and more. ClickUp Brain adds AI features for an additional $9/user/month.

Two things worth knowing: ClickUp raised prices 40% in 2025, and some users have reported billing issues where guests were reclassified as paid members. See our ClickUp vs Monday.com vs Rock comparison for details.

Pricing: Free (basic tasks) | Unlimited: $7/user/month. Business: $12/user/month.

Best for: Technical teams that want maximum control over their workflow. Rock vs ClickUp.

Skip this if: You value simplicity or onboard clients into your workspace. The learning curve is steep.

Best for Simplicity

5. Todoist - Best for Personal Task Management

Todoist is even simpler than Trello. Natural language input ("email client brief tomorrow at 3pm") makes adding tasks fast. The new Ramble feature (January 2026) converts voice to organized tasks in 38 languages.

Pricing: Free (5 projects) | Pro: $5/month. Business: $8/user/month.

Best for: Freelancers and individual contributors who need a personal task system, not a team PM tool.

6. Basecamp - Best for Async-First Teams

Basecamp replaces Trello's boards with to-do lists, message boards, and automatic check-ins. It is opinionated: no Gantt charts, no complex automations. Designed for teams that prefer asynchronous work over constant real-time collaboration.

Pricing: Free (1 project, 20 users) | Plus: $15/user/month. Pro Unlimited: $349/month flat.

Best for: Teams that find Trello too lightweight but find ClickUp/Asana overwhelming.

Best for Docs + Tasks Combined

7. Notion - Best for Teams That Think in Documents

Notion can replicate Trello's Kanban boards and add databases, wikis, client portals, and SOPs on top. The flexibility is both its strength and its challenge. You can build anything, but you have to build it yourself.

Notion removed standalone AI as an add-on in May 2025. AI features now require the Business tier at $20/user/month.

Pricing: Free (unlimited pages) | Plus: $10/user/month. Business: $20/user/month (includes AI).

Best for: Small agencies that want docs, tasks, and wikis in one place.

8. MeisterTask - Best Visual Kanban with Automation

MeisterTask is the closest alternative to Trello's visual Kanban approach, but with built-in automation. Automations trigger when tasks move between columns: assign a team member, change the due date, send a notification. If you like Trello's simplicity but wish it automated more, MeisterTask fills that gap.

Pricing: Free (3 projects) | Pro: $7/user/month. Business: $12.50/user/month.

Best for: Teams that love Kanban boards and want column-based automations without the complexity of ClickUp.

Best for Enterprise

9. Wrike - Best for Workflow Automation at Scale

Wrike is the enterprise option. 400+ integrations, advanced workflow automation, proofing tools, and custom request forms. It handles the kind of complexity that Trello was never designed for.

Pricing: Free (5 users, 200 tasks) | Team: $10/user/month. Business: $25/user/month.

Best for: Large agencies (50+ people) with complex approval workflows.

Skip this if: You are under 30 people. Wrike's complexity is more than most smaller teams need.

10. Hive - Best for Document Reviews and Approvals

Hive combines project management with built-in proofing and approval workflows. Upload a design, leave comments directly on it, route it through an approval chain. For creative agencies that spend hours on review cycles, this is where Hive differentiates.

Pricing: Free (limited) | Teams: $5/user/month. Enterprise: custom.

Best for: Creative agencies with heavy design review and approval processes.

How to Choose

The right Trello alternative depends on what you have outgrown:

Need messaging with your tasks? Rock combines both. Clients join your workspace directly.

Need portfolio views? Asana or Monday.com give you visibility across projects.

Need maximum customization? ClickUp, but budget for the learning curve.

Need simplicity? Todoist for personal tasks, Basecamp for teams.

Need docs and tasks? Notion if you are willing to build the system yourself.

For a broader look at the full landscape, see our guides on remote work tools and PM software for agencies.

Related reads: if Trello is not the right fit, compare ClickUp, Asana, Monday.com, or Basecamp alternatives. The ClickUp vs Monday, Asana vs Trello, ClickUp vs Asana, ClickUp vs Trello, and Trello vs Monday head-to-heads cover common next choices.

Related reads: if Trello is not the right fit, compare ClickUp, Asana, Monday.com, or Basecamp alternatives. The ClickUp vs Monday, Asana vs Trello, ClickUp vs Asana, and ClickUp vs Trello head-to-heads cover common next choices.

Related reads: if Trello is not the right fit, compare ClickUp, Asana, Monday.com, or Basecamp alternatives. The ClickUp vs Monday, Asana vs Trello, and ClickUp vs Asana head-to-heads cover common next choices.

Related reads: if Trello is not the right fit, compare ClickUp, Asana, Monday.com, or Basecamp alternatives. The ClickUp vs Monday head-to-head covers a common next choice.

"Better remote communication is not about sending more messages. It is about making the right information visible at the right time, so nobody has to chase it." - Nicolaas Spijker, Marketing Expert

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Looking for a Trello alternative with built-in messaging? Rock combines chat, task boards, notes, and files in every project space. Clients join directly. One flat price, unlimited users. Get started for free.