Teams | Collaboration | Customer Service | Project Management

10 best task management tools for delivering client work in 2026

I've worked in teams where the task board looked pristine on Monday and completely unraveled by Wednesday. Tasks slipped between tools, time logs lived in spreadsheets, and nobody could answer the simplest question: are we on track? That experience is one of the reasons I joined Teamwork.com, and it shapes how I evaluate every tool on this list. If your team delivers client work, the stakes are higher than a missed internal deadline.

Is AI flattening your team's creativity? Here's how to tell.

Think about your to-do list for a given work week. From responding to a colleague’s quick message to building a team strategy, how do you prioritize how much time and energy to allocate to each task? Behavioral science tells us most of us don’t optimize; we satisfice — we find the first “good enough” option, and we move on. The term, a mash‑up of “satisfy” and “suffice,” was coined by Herbert A.

How TechChoice uses Geckoboard to track sales performance and prove ROI

When a senior executive asks for an ROI number, they don't always understand the complexity behind it. They just want the answer. For Eduardo Umaña, Business Operations Manager at TechChoice, getting to that answer used to mean hours of work stitching together data from different tools. Geckoboard changed that.

Project Capacity Planning: How to Balance Workload Before Deadlines Slip

Timeline approved. Tasks are assigned. The team knows what needs to happen next. But then a designer gets pulled into another launch, a developer has three critical tasks due in the same week, the project manager realizes QA was never properly accounted for, and the deadline that once looked realistic starts to slip. Most deadline problems build quietly when teams commit to more work than they can realistically complete – that’s where project capacity planning comes in.

Key takeaways from our masterclass with Blair Enns: How to keep the work without slashing prices

Client budgets are tightening. AI is raising expectations. And many agencies and client service firms are hearing the same painful question: “Can’t this be done faster, cheaper, or in-house?” In our recent webinar with Blair Enns, founder of Win Without Pitching, and Julie Seymour, Head of Customer Success at Teamwork.com, we explored how firms can protect margins, keep valuable client work, and avoid racing to the bottom on price.

Expense Tracking with a PSA Tool

Managing any business comes with a lot of moving parts. One of the most challenging is actively and accurately tracking profit and expenses. If you’re still using a messy stack of receipts or a disconnected spreadsheet to track what you spend, you’re likely losing money without even realizing it. Let’s dive into why tracking expenses directly inside a PSA tool is a total game-changer.

How to Implement Time Tracking in a Company the Right Way

You announce time tracking apps to the team. Within a week, half your team is asking if they're being watched. Even worse, you see incomplete logs, and one person has logged eight hours of "project management" with no context. That's not a software problem. It's a rollout problem. Up next, you’ll know how to implement time tracking in a company without losing team trust. I’ll cover everything from writing your first policy to reviewing data that helps to implement.