Webinar~Using Technology to Manage Multiple Genealogical Projects

Hosted by APG, presented by Melanie D. Holtz, CG

Asana (cloud based): Project management software

Can be used with:

Harvest Time management

Paydirt

Evernote (use through Zapier)

Dropbox

-Google Drive

Other software (all cloud based):

17Hats (includes invoicing and bookkeeping)

Trello (similar looking to sticky notes all over, looks like Pinterest)

Smartsheet (visually looks like an Excel spreadsheet)

Basecamp

I was interested in this webinar since I do need some sort of project management software regarding the new society, my new business, my education goal, my certification goal, etc.  Ms. Holtz mostly covered Asana since she has used it since its inception.  There is a free version and paid versions, depending on how many people you are communicating with.  I’ve been trying the free version.  Right now, it’s basically just me so I don’t need a lot of bells and whistles.  Once the society gets up and running, I might have to go to the paid version but we’ll see.  I’ve been using Evernote for some time now so I’ve got to see how I can integrate that into Asana, if I even want to.  I also use Dropbox occasionally and Google Drive.

Regarding the other software, I’d like to try 17Hats but it’s out of my price range right now.  I’d like to try it because it also includes bookkeeping and invoice capabilities.  I’ve used Basecamp in the past, and it’s very user friendly.  Trello might be worth a shot; I believe it has a free version too.  As far as Smartsheet goes, I’d never figure it out.  Excel intimidates me for some reason.

After looking at Trello more while writing this post, I believe I might give it a go.  It does have a free version and paid version (more for businesses).  Since I’m just a business of 1, I can go free.

I suppose I need to have one in place by 1 August!

A big thank you to APG for offering another terrific webinar!

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