Questions

I'd like to keep track of projects, editing, and version control as simply as possible. I see a zillion tools and possibilities, just want something simple and reliable. Any in-depth case studies of which anyone is aware would also be helpful. Thanks :)

Focus on having one place for your editorial schedule. We use teamwork.com for our project planning - but other solutions include Trello and Basecamp. Set in place working processes that force users back to the project management app for all their work. E.G. we use Teamwork as the agenda for our update meetings - it is immediately obvious if someone isn't using it or it isn't up to date with their status. Name and Shame works as a motivator.

Secondly, the editorial calendar (which can be a spreadsheet of monthly activities) sets out what needs to be done in advance so you can plan.

Thirdly use cloud services so there's only one version of any document you are writing. We use Google Docs and from the fall you'll also be able to do the same on Apple with their Yosemite update. One document, multiple users.

Fourthly, if you want to be picky - as I am, have a file naming convention on your documents. We use date followed by client name and detail of the document. Note using a YYMMDD date format means all documents sort into reverse date order easily (the US date format does not work).

How is that for starters? Get in touch if you want a 20 minute update on what you've chosen and I can try to spot any issues or working practices you may need to reinforce.


Answered 5 years ago

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