Wunderlist is a fantastic task management system, not the best project management system. For a long time, I tried to use Wunderlist to plan large events with multiple users and it wasn't as effective. But, once we simplified our desired outcome to accomplishing tasks that repeat or are unique to a given work-week, we had much more success. Now my assistant can manage her weekly tasks and give feedback through this app. I can also add tasks, assign them and see what is being accomplished
Service AutoPilot is a fantastic system for client service tracking and scheduling. While there are a few features and details I would personally like to see changed or added, the ultimate purpose of the system is well executed, fairly simple to use, and easy to understand. My recommendation would be to add more specific details such as canceled or closed clients and closed/canceled service history on active clients to remain permanently.
Smart due dates are the greatest thing about Wunderlist. I can tell it to "print past due reports on Monday" and then set that up as a repeating event.
It's clutter free. When I'm creating or assigning tasks I like to have a distraction free area to think, and the simplicity of Wunderlist gives me that.
The fact that I can look at it on my phone, on the web, and on my PC and it always looks the same is great. I can always tell what I'm doing b/c of their consistent design choices.
Sub-tasks should have their own separate due dates
The main list needs some more intuitive tools to sort the list in any way I choose
Hovering over links should show a description of how to use it. For example, it would have been nice to know right away that double-clicking on a task is the way to open the details list.
when closing/canceling a service completely from a clients account it would be nice to still have the history to see what they had done in the past incase they change their mind later and wish to continue the service
cancel/closed client historys would also be nice as if someone sold their home, it would be nice to be able to see what was done on that property prior to inform new owners, etc.
Service Autopilot has a versatile set of features that we use across all facets of our business. We use it for history tracking on clients properties, notes specific to the service and/or the client, as well as pricing details
The actual user interface and the way to navigate around the app is very intuitive and easy to learn/use which would make me give it a high ranking, but the syncing issues drop down my rating because there are times where you add an item to the list and then it just disappears. Then when you add it again the sync will happen and now you have duplicates. The other negative with the usability is adding extra information to an item, such as files or comments or assignments. You can do it but it's difficult to tell which items have this information from the main screen. You have to click on them individually.
I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.
It's a small tool compared to bigger project management software, but we found that they work perfectly together. It helps you declutter the larger PM tools, keep your smaller tasks in-line and make sure they get completed. When you're working in a creative agency, ideas and tasks are flying around, so having a tool like this that keeps you accountable and reminds you of your tasks is a must!
We use the two systems collaboratively. Both systems offer different features which we use bits and pieces of what we need from each to make the system work for our needs.
We reduced the number of meetings of teams and companies by 5 times because now all participants have access to comments and know at what stage the project is located.
Simple to use common to-do lists allow you to manage the projects of the group and give all its participants a clear idea of who is responsible for each task. There is no need to waste time explaining the business processes and responsibilities of team members
Wunderlist for business stores all group correspondence together with tasks.
This is convenient for all participants and for management because sometimes important moments are lost in other messengers or chats. Now you can do everything in one application. The number of problems with this
