Help Guide for Project Management Tools for Small Business and Finding the Right Fit

6 min read

Trello, Asana, Monday, Notion—there are dozens of project management tools, all claiming to transform how you work. This guide cuts through the noise to help you find what actually fits your small business needs.

CTC
Written by CTC Editorial Editorial Team

Do You Need Project Management Software?

Signs You Might Need It

Work falls through cracks

  • Tasks get forgotten
  • Nobody knows who's doing what
  • Deadlines slip without warning

Communication is chaotic

  • Information scattered across email, chat, documents
  • People ask 'what's the status?' constantly
  • Updates require meetings to share

You work in teams

  • Multiple people on same projects
  • Handoffs between team members
  • Need visibility into others' work

When You Don't Need It

Solo operation

  • Just you
  • Simple task list works fine
  • No coordination needed

Very simple work

  • Few concurrent projects
  • Straightforward tasks
  • Natural workflow without tracking

You've tried and failed

  • Bought software before
  • Nobody used it
  • Problem wasn't the tool

The Real Question

Project management tools help when there's genuine complexity to manage. If you don't have that complexity, software adds overhead without benefit.

Ask yourself:

  • What specific problem am I solving?
  • Will my team actually use this?
  • Have simpler solutions failed?

Types of Project Management Tools

Kanban Boards

What they are: Visual boards with columns (To Do, In Progress, Done) and cards you move between them.

Examples: Trello, GitHub Projects, basic Notion

Good for: Visual thinkers, simple workflows, small teams, flexible processes.

Limitations: Less structured, no dependencies, limited reporting, can become messy at scale.

Task Management

What they are: Lists of tasks with assignees, due dates, priorities, and organisation features.

Examples: Asana, Todoist, ClickUp

Good for: Action-oriented teams, clear accountability, tracking completion.

Limitations: Can feel like endless lists, less visual, reporting varies.

Full Project Management

What they are: Comprehensive tools with timelines, dependencies, resource management, reporting.

Examples: Monday.com, Wrike, Smartsheet, Microsoft Project

Good for: Complex projects, formal project management, larger teams, client work.

Limitations: Can be overwhelming, expensive, requires discipline to maintain.

All-in-One Workspaces

What they are: Flexible platforms combining documents, databases, and project features.

Examples: Notion, Coda, ClickUp

Good for: Teams wanting one tool for everything, custom workflows, flexibility.

Limitations: Requires setup time, can become cluttered, less specialised.

Popular Tools Compared

Trello

What it is: Simple, visual Kanban board.

Pricing:

  • Free: Unlimited cards, 10 boards, basic features
  • Standard: £4.20/user/month
  • Premium: £8.50/user/month

Pros:

  • Very easy to learn
  • Visual and intuitive
  • Good free tier
  • Works for simple needs
  • Power-ups extend functionality
  • Fast and responsive

Cons:

  • Gets messy with complexity
  • Limited structure
  • No timeline view (Premium only)
  • Not for detailed project management
  • Can outgrow it quickly

Best for: Small teams, simple projects, visual thinkers, those who want simplicity.

Asana

What it is: Task-focused project management.

Pricing:

  • Basic: Free (up to 10 users, limited features)
  • Premium: £9.25/user/month
  • Business: £20.75/user/month

Pros:

  • Clean, usable interface
  • Multiple views (list, board, timeline)
  • Good task management
  • Solid free tier for small teams
  • Nice integrations
  • Mobile apps work well

Cons:

  • Advanced features require paid plans
  • Can feel complex for simple needs
  • Timeline requires Premium
  • Some features buried in menus
  • Not cheap at scale

Best for: Task-oriented teams, those outgrowing Trello, mixed work styles.

Monday.com

What it is: Colorful, flexible work management platform.

Pricing:

  • Free: Up to 2 users
  • Basic: £7/user/month (minimum 3 users)
  • Standard: £9/user/month
  • Pro: £14/user/month

Pros:

  • Very visual and customisable
  • Multiple board types
  • Good for different workflows
  • Decent automation
  • Strong integration library
  • Dashboards included

Cons:

  • Minimum user requirements
  • Gets expensive quickly
  • Can be overwhelming
  • Performance can lag
  • Feature bloat possible

Best for: Teams wanting visual flexibility, those who'll customise, growing businesses.

Notion

What it is: All-in-one workspace combining notes, databases, wikis, and project management.

Pricing:

  • Free: Individual, limited blocks
  • Plus: £7/user/month
  • Business: £12.50/user/month

Pros:

  • Incredibly flexible
  • Documents + databases + projects together
  • Beautiful for internal wikis
  • Good templates available
  • Can replace multiple tools
  • Modern feel

Cons:

  • Requires setup time
  • Not a dedicated project tool
  • Can become disorganised
  • Performance with large databases
  • Learning curve for advanced use

Best for: Startups, documentation-heavy teams, those wanting consolidated tools.

ClickUp

What it is: Feature-rich 'everything app' for work.

Pricing:

  • Free: Unlimited users, 100MB storage
  • Unlimited: £5/user/month
  • Business: £9/user/month

Pros:

  • Lots of features for the price
  • Very customisable
  • Generous free tier
  • Docs, whiteboards, goals included
  • Trying to be everything
  • Active development

Cons:

  • Can feel overwhelming
  • Too many features can confuse
  • Performance issues sometimes
  • Interface can feel cluttered
  • Feature overload

Best for: Teams wanting maximum features at low cost, power users, those who like options.

Microsoft Planner/To Do

What it is: Microsoft's project management tools, included with Microsoft 365.

Pricing: Included with Microsoft 365 Business (from £4.50/user/month)

Pros:

  • Already included if you have Microsoft 365
  • Integrates with Teams
  • Simple and functional
  • No additional cost
  • Works with Outlook tasks

Cons:

  • Basic compared to dedicated tools
  • Less flexible
  • Reporting is limited
  • Mobile experience basic
  • Often overlooked for fancier options

Best for: Microsoft 365 users wanting simple project management without additional tools.

Quick Comparison

ToolStarting PriceBest ForFree TierComplexity
TrelloFree/£4.20Simple/visualGoodLow
AsanaFree/£9.25Task managementGood (10 users)Medium
Monday.com£7/userFlexible teamsLimited (2 users)Medium-High
NotionFree/£7All-in-oneLimitedMedium
ClickUpFree/£5Feature huntersExcellentHigh
MS PlannerIncludedMicrosoft usersWith M365Low

Choosing Based on Your Needs

For Simplicity

Choose: Trello or Microsoft Planner

Why: Minimal learning curve, quick to start, no overwhelm.

You'll outgrow it when: Projects get complex, need dependencies, want reporting.

For Task-Focused Teams

Choose: Asana

Why: Balance of features and usability, good free tier, scales reasonably.

Works for: Most small business needs without overcomplication.

For Visual/Flexible Needs

Choose: Monday.com or Notion

Why: Customisable views, adaptable to different workflows.

Trade-off: More setup time, higher cost (Monday), learning curve.

For Maximum Features

Choose: ClickUp

Why: Most features at lowest price, generous free tier.

Trade-off: Can be overwhelming, feature overload.

For Microsoft Shops

Choose: Microsoft Planner + To Do

Why: Already paid for, integrates with Teams and Outlook.

Trade-off: Basic features compared to dedicated tools.

Common Project Management Mistakes

Mistake 1: Over-Engineering

Setting up elaborate systems with custom fields, automations, and views—then nobody uses them.

Better: Start with defaults. Add complexity only when simple fails.

Mistake 2: Tool-Shopping

Switching tools repeatedly hoping the next one will solve problems that aren't tool problems.

Reality: If nobody used Trello, they probably won't use Monday.com either. Fix the behaviour first.

Mistake 3: No Champion

Buying software without someone responsible for setup, training, and keeping it working.

Better: One person owns the tool. They set it up, train others, maintain standards.

Mistake 4: Everything in the Tool

Trying to manage everything through project management software—emails, documents, notes, tasks.

Better: Use it for project/task management. Let other tools do what they do better.

Mistake 5: Duplicate Systems

Project management tool plus separate to-do lists plus calendar tasks plus email flags.

Better: Pick one system of record. Everything lives there or is linked to it.

Mistake 6: Ignoring Integration

Project management isolated from email, chat, file storage.

Better: Connect tools where useful. Task from email. Slack notifications. File links.

Implementation Tips

Start Small

1. One team or project first

2. Basic setup (minimal custom fields)

3. Use for 30 days before adding features

4. Expand after proving value

Get Adoption

  • Include team in tool selection
  • Provide training (even if brief)
  • Lead by example
  • Make it the source of truth
  • Review in meetings using the tool
  • Don't maintain parallel systems

Keep It Working

  • Regular cleanup of completed work
  • Periodic review of structure
  • Adjust as needs change
  • Remove unused features
  • Keep it simple enough to maintain

The Bottom Line

Project management tools help when you have genuine coordination challenges—multiple people, complex work, need for visibility.

For most small businesses:

Simplest needs: Trello or Microsoft Planner

Growing needs: Asana

Maximum flexibility: Monday.com or Notion

Maximum features/value: ClickUp

The best tool is one your team actually uses. A simple system that's maintained beats a sophisticated one that's abandoned.

Start with free tiers. Prove value before paying. Add complexity only when simple genuinely fails.

Frequently Asked Questions

Frequently Asked Questions

What's the difference between project management and to-do list apps?

To-do lists (Todoist, Things, Apple Reminders) track personal tasks—one person's work. Project management tools track shared work—multiple people, handoffs, visibility, collaboration. If only you need to see tasks, a to-do list may suffice. If teams need coordination and visibility, project management tools add value.

Can I use project management tools with clients?

Yes—most allow guest access. Asana, Monday.com, and others let you invite clients to specific projects with limited permissions. Consider: Do clients want another login? Is email sufficient? Client portals might be simpler for client-facing needs. Internal project management and external client communication often work better as separate concerns.

How do I get my team to actually use it?

Start by solving a real problem they have—don't impose software. Involve them in choosing. Make it the only place to see assignments. Use it in meetings. Lead by example. Keep it simple initially. Remove friction (integrate with tools they use). Don't maintain parallel systems. Gentle accountability when things slip.

Should project management integrate with our other tools?

Useful integrations: email (create tasks from emails), chat (Slack notifications), calendar (deadline visibility), file storage (link documents). Not every integration is needed—just the ones you'll use. Most tools integrate with most popular apps. Native integrations work better than third-party connectors. Don't over-integrate.

What if we outgrow our project management tool?

Migrating project management data is possible but painful. Task lists can export/import reasonably. History and context often don't transfer. Consider: Will this tool scale with us? Asana, Monday.com, and ClickUp handle growth better than Trello. Notion scales differently (more flexible but less structured). Choose something with growth room.

Is there a best practice for project organisation?

Common approaches: By client/customer, by project, by team, by time period (Q1 2025). No single right answer—depends on your work. Start simple, reorganise when it stops working. Consistent naming helps. Archive completed work. Regular cleanup prevents sprawl. The best structure is one your team understands and maintains.

About the Author

CTC
CTC Editorial

Editorial Team

The Compare the Cloud editorial team brings you expert analysis and insights on cloud computing, digital transformation, and emerging technologies.