Method Grid Reviews

“excellent job assignment with a knowledge base

Pros

I really like how it combines assigning and managing jobs with a central knowledge base to keep quality and process consistent. The job assignment and progress monitoring features are also excellent.

Cons

Timeline view alignment with the project grids is something we need and I'm told it's coming soon.

“strong job tracking

Pros

The job tracking, assigning specific people to duties and showing due dates has been a powerful method for client leads to monitor all their projects and team members. It's also handy for client meetings as everyone can see what's finished and what's still pending.

Cons

Some of us would like the option to assign two people to a job, since sometimes more than one person is accountable. When building annual plans, the team thought it would be helpful if duplicating a grid also copied over the assigned people, so we wouldn't have to re-assign everyone each time

“functional for quality systems

Pros

We mainly use it for knowledge management as our quality system and it does the job. It's simple to operate and well-supported.

Cons

Not having an Undo button can be a problem so you need to be certain before you delete anything.

“smooth and responsive

Pros

I love how simple it is and moving all our task management over from our old provider was very smooth. It's also been fantastic to give suggestions to the team because they act on feedback immediately! We've moved everything from our last system and more, including client management, bringing new clients and staff on board and other things we didn't even know we needed.

Cons

A few functions like assigning multiple people to jobs or sections can be tricky. The way we used to work this was a great help for shared ownership but I understand it's being developed.

“Visually simple!

Pros

Visually it's a very simple program to pick up and use.

Cons

It seemed complicated initially but after a few tries it became easy to handle.

“top system mapping

Pros

Its the top software I've found for mapping out and recording systems and procedures. It's logical to get started quickly but packed with features for detailed project management. They also seem to add new functions often. You can personalize it with your company logo and colors.

Cons

I had trouble figuring out how to work with my team and discovered I needed the paid plan for that. After I contacted support they sorted it out quickly.

“grid view clear and flexible

Pros

I'm really liking the grid view. I can list process steps across the top for each region I handle and standard stages down the side. This is very clear for my remote assistants as they keep a familiar workflow while focusing on a region that needs help. The option to add multiple items in one cell allows for different scenarios and adaptable processes.

Cons

Haven't really run into any major sticking points yet. Everyone appears to like what they've seen so far.

“meets basic free needs

Pros

We had very simple needs for sharing key info within a small team. This gave us what we required without a purchase and there are paid features that might be useful later. For now this works perfectly.

Cons

I'm only on the free plan. The premium tools look really useful but I can't validate the expense for our current basic needs.

“Versatile with excellent team

Pros

It's a sensible platform we've found many uses for. The team is excellent, full of enthusiasm to see the platform used in diverse ways and keen to develop helpful new tools to expand what it can do.

Cons

It can take a little time to get accustomed to the workflow or to design how the platform can address a specific problem in your company. However the right internal person or a fast chat with their team can usually guide you.

“Simple and valuable

Pros

It's simple to operate, offers great value and is a reliable tool for managing projects.

Cons

The platform is excellent and very simple to use. My one wish would be for a calendar feature to plan out content timing.

“excellent communication and setup

Pros

The communication with the company is perfect.. quick replies and they're always open to new ideas for improving the product. Simple to set up, navigate, update and it looks great too!

Cons

There isn't anything I dislike about the software.

“clear team overview

Pros

A simple and clear way to see every project each team member is handling. The platform keeps things simple and visually pleasant. I like that you can add links to components. It's also nice that you can type comments and tag other users in your group if something needs their attention.

Cons

No way to zoom the main board in and out to view everyone's projects at once. At least I couldn't find such a feature even in full-screen mode. It could use more personalization options like choosing colors for each grid and task. I also feel limited as a regular user in terms of control and customization.

“well-designed tool

Pros

For a service business, capturing your method is crucial. This is a one-of-a-kind product in this area, built to meet a real need for professional firms. It's based on a solid idea, simple to use, well-designed and delivers major value when used properly.

Cons

Nothing. The only note I'd make is that the software is still evolving quickly but this is actually a good thing.. new features are always being added. There isn't anything I like least.

“Logical & reliable

Pros

Logical and nice to look at. For the tasks I hand off I can be confident they're done correctly every time.

Cons

It took a bit to discover all the functions but the help team was great.

“helps organize workflows

Pros

Really simple to use and helps me make sense of procedures and workflows within what can be a huge amount of information.

Cons

Finding your way to the right grid could be smoother though that might be because we have a very large number of them.