Good project management is essential in marketing. It ensures that all necessary tasks are completed on time and that the marketing budget is used effectively. Structured project management also helps to minimize risks and ensure the quality of marketing activities. There are various methods and tools that we would like to briefly introduce to you in this blog.

Tools at Project Management

A well-known method in project management, which every project manager already learns during training or studies, is the so-called Gantt chart.

Gantt charts are used to show the progress of projects. They consist of a horizontal timeline and vertical bars that represent the progress of tasks. The bars are arranged to show when a task was started and when it is expected to be completed.

Gantt charts can also be used to show dependencies between tasks by arranging the bars accordingly. They are also used to plan and allocate resources and to monitor and control the progress of projects.

Online Tools for the project management combine individual to-do lists with complex display options and interconnections in project management.

Trello and Asana are well-known online project management tools. They allow organizing and tracking tasks and projects. They use a system of cards, lists and boards to structure and track information and tasks.

Each "board" represents a project and consists of several lists representing different aspects of the project, for example, tasks that are in progress, tasks that have been completed, and tasks that are pending. Each list, in turn, consists of cards that contain more detailed information about a task, such as the task description, assigned resources/responsible parties, and due dates.

The tools are also gaining ground among agencies and companies because they are very user-friendly and make it possible to track and organize tasks and projects in real time. It can also be easily customized to a team's needs and offers many built-in features, such as the ability to upload and share files, and integration with other tools like Google Drive or the communication tool Slack.

The advantage of online tools: Created projects can be displayed in various forms. The software creates Gantt charts or dashboards with summaries of the project status in no time at all.

For companies that still work with Excel spreadsheets in project management today, it is worthwhile to look into digital alternatives, because effective collaboration can be established in real time at low cost, which can be learned quickly and easily by team members.

At B2B marketing form the following 6 steps a solid foundation for a successful project management:

  1. Define project goals

    Clarify what you want to achieve with the project and set specific goals.

  2. Create project plan

    Create a plan that describes how the project will proceed from start to finish. Include the resources that will be needed and the milestones that will be achieved.

  3. Assemble project team

    Gather the team needed for the project. Ensure that each team member has the necessary skills and resources to successfully complete their tasks.

  4. Delegate project tasks

    Delegate tasks to the team and make sure each team member understands what is expected of them.

  5. Monitor project progress

    Monitor the progress of the project and adjust the plan as necessary as requirements change.

  6. Project completion

    Close the project by ensuring that all tasks are completed and all milestones have been reached. Also, conduct a follow-up to learn what worked well on the project and what can be improved.


The selection of the right tools and a structured approach are important in project management. Both contribute to the successful completion of the project. The right tools can help to ensure that the project runs smoothly and that all participants cooperate well with each other. Defining goals and milestones, on the other hand, gives projects a direction and motivates those involved to work on and complete tasks on time.

Stefan Weder

Together with my team, I structure innovation and communication-relevant knowledge for B2B companies and use it to develop target group-focused business models and productions. In doing so, we enter new territory every day. We share what we discover and experience there in our blog - and are curious what you tell us.