RoboHead Software

Great tool for a daily project management use

RoboHead is our main project management tool, it is easy to use once you had all your forms set-up. We were able to import all our data from our previous management tool which has thousands of project information since 2001.

Pros

I like the wide arrange of options RoboHead has. We had been using it for a couple of years and still finding new things we can do with it. The file review process is so nice, especially if you have many reviewers, Robohead put all the comments into one file and that help us save a lot of time and be more efficient. You can control all the aspect of the review process on one screen (who has replied, how many comment you had received, due date, reminders, notes, etc.).

Cons

We can't customize how a form result is printed. You get an excel file that has to be formatted and that is very time consuming.

Experience has been great overall. Great technical support!

Pros

One of the main things about this program that set it apart from others we vetted was the scheduling as well as reviewing capabilities.

Cons

- Could be more robust markup features/tools in the Review (ex: Adobe markup capability)
- There are too many ways to do/view the same thing such as say Setting a Task status, this becomes confusing to a lot of users because the mark a review complete and think that they have completed their task but they still need to clear their task as a predecessor
- The Tabs on the left (ex: Campaigns, Notes, Reviews) should be customizable viewing like other columns
- The Priority list View in My Work should have dynamic column headings to sort tasks by due date like it is able to do in Sort ListView not just dragging and moving tasks into position

Big or small team you need Robohead

Pros

There is not a piece of functionality I can think of that this software doesn't have! With the ability to completely cater and restructure tasks, projects, campaigns, requests, and reviews Robohead helps our team be completely transparent in what we're doing, where we are, and what we've accomplished while also helping us determine where our speed bumps are within any given project.

Cons

It is definitely overwhelming at first when getting acquainted with the software. There are some tasks that in a way I wish could be assigned to the same person instead of making redundant tasks, but that could also be where we need to make adjustments to how we operate as a team.

A well thoughtout program that is great for sharing and organizing projects

Pros

I use this daily for my company and it has been a far superior way to keep track of projects. My favorite part is the reviews section that clients can leave over projects so that revisions can be made. It was made project management fast and hassle-free.

Cons

The interface can be overwhelming at first. It can also be hard to find some customizations tools hidden behind drop-down menus. It's not the most aesthetically pleasing UI compared to other programs. I also wish there was a chat interface inside sorta like slack.

While at first it can seem convoluted, once you dig in deep, you will realize how feature-rich it is

Pros

What I like most is how detailed you can be on every project. The ability to divide projects on multiple levels (from campaigns to individual projects to individual tasks) and gate them based on what task has been completed is incredibly helpful. Also, the reviews section is set up in such a way that makes collaboration very easy (the ability to compare and contrast multiple versions of a document along with their related comments makes it very easy to track changes and make new revisions)

Cons

The interface is not incredibly attractive, and when first getting used to the software, it can be hard to find what you are looking for. If there are a lot of people making notes on a project, it can be kind of difficult to follow the hierarchy of the thread (It would be better if you could organize notes by users).

Great for marketing and design teams!

Good, clean project management

Pros

Easy to use "badges" (like on iOS apps) shows you how many items you're working on, or how many items need to be reviewed. Integrates with email seamlessly. Solid project management platform for design teams or marketers alike.

Cons

EXCEL SPREADSHEETS (if you've ever heard of those) are not supported for Markup View in Review mode! Had to do a double take on that one. Such an intuitive and organized project management tool, except for that glaring oversight.

This tool features everything we need and is very user-friendly.

Efficiency and peace of mind.

Pros

The system has been easy to customize and gives us the exact information we need from clients. Conditional logic is easy to use and the team I'm on adapted to the new processes quickly.

Cons

After having one process in place for so long, it's been a bit tough to have our clients switch over to a new format, but we'll get there.

I really could not do my job without the help of RoboHead.

It allows me to be the very best at what I do. I have come to rely very heavily on the notifications from RH to keep things moving.

Pros

I like that what I see, how I see it and when I see it is up to me. Notifications based on preferences is awesome! Auto notifications help me stay on top of 100+ projects at all times. Also RoboHead has the best help feature I've ever encountered. If you can't find the answer or a video about your question, the help desk team is extremely responsive to questions and will always keep you posted on their progress.

Cons

The one thing I think is missing is that you can't connect a task to the actual action to be auto completed. For example, if you have a task to approve a review and you do click "approve all" it would be great if the task was automatically marked complete.

Makes our process Easier

Pros

It makes communicating with our marketing department about projects easy. The note section between the project is a helpful tool for quick communication

Cons

Its difficult to see your past projects and easily reference a past project. Once you approve a order it goes into never land. I wish there was a way to easily reference past projects or approved projects. So there was a place for storing past approved

Marketing Made Easy

Pros

I have been using RoboHead for almost 2 years now and I can say without a doubt that this is one of the best marketing management tools out there. It really does provide a clean and intuitive place to manage multiple projects from start to finish and makes viewing each life cycle simple. The reporting feature is fairly robust; however, I am I am able to export data into a variety of places as I also work a lot with other reports in Excel and Access.

Cons

Although the reporting works well enough, there ought to be more flexibility with the data that is used for reporting as well as customizable templates. More often than not, I need to export data into Excel to create customized graphs for use in more finely tuned reports.

Robohead has been super beneficial!

Pros

Robohead has helped us make organizational decisions about staffing already, and it's solidified our billing structure, shoring up losses that we were having due to a horrible process. It's also allowed us to better evaluate how many hours on average our projects take so that we can do a better job of assigning tasks and helping each other out, which has resulted in a better team culture and improved morale.

Cons

The request features, while practical, aren't visually customizable beyond having a logo in place. Our clients are accustomed to having visual aides and samples of what they're ordering, and that isn't an option with Robohead at this time.

RoboHead has amplified our project management capabilities!

Pros

As a manager, I can tell what all of my staff are working on in a glance. I know what is behind schedule, and I can react quickly to stakeholder questions. We love RoboHead!

Cons

Requestors complain that they cannot see more of the project details, particularly the task details. They want to know where their projects are since they are internal customers, but not creative department users.

Powerful project management tool that generally speaking, is usually easy to navigate through.

Better organization and coordination of all our projects, with a wide variety of options on how to effectively and efficiently manage everything.

Pros

There are a wealth of features and functionalities in this software that allow the user to customize their experience and adapt to their specific needs. Projects, tasks, notes, files and more facets of each project can all be setup, controlled, monitored and navigated to optimize everyone's workloads and project statuses.

Cons

Because of the expansive options available, there can sometimes be almost too many checkboxes or options that aren't always the most intuitive or user-friendly to navigate through. I've had a few experiences where I'm looking for something that appears to be pretty basic, and when I mention it to our Project Leader, the response is "Oh...you need to check this here and then it will work". So there's definitely a learning curve involved, but probably not all that different than most similar softwares.

RoboHead has been super helpful for our organization. It allows us to all stay connected and aware!

Pros

- Easy to use
- Clean, detailed reports
- Allowing of unlimited number of "clients"
- The support staff that is always available and willing to help!

Cons

- Not being able to link projects to multiple campaigns
- That we aren't able to set our reports up by user like we did in our previous reports

This program has streamlines our workflow tremendously.

Pros

It organizes our work and we know exactly what needs done to complete projects. If someone isn't doing their job, the program (or the program administrator) prods them for me and I don't have to keep bugging people.

So far RoboHead has been great!

Pros

Easy to use and keeps all jobs neat and organized. I like that you can add notes after a job has been started and also drop files if needed.

Cons

Once a job is submitted and approved you can't make any changes without contacting an administrator.

Marketing Traffic Manager

In my role as administrator and marketing traffic manager, I have used Robohead in all its versions since 2011, while at two different companies. Robohead gives me the tools I need to do my job in overseeing all the department's projects, deadlines, resources, and tasks, from start to finish. The basic construct of the project is very good. Functionality, we're able to categorize a job as a request or project, and to easily identify whether it's active or archived. All our projects are entered here, and all related files are attached to their projects. The library is a place where we store the most sought-after assets. I customize reports to suit the needs of our three weekly project meetings. Fortunately there is enough flexibility built into the filtering that we can always generate a meaningful report, or at least one that serves as a baseline, a starting point. To me, the key is defining your project fields such that you can sort, filter, and report out on the most important information you manager or associates would ever need. One of the biggest selling points for us is the review process and its related functionality. It gave us the platform to reach out beyond our internal marketing group to other teams in the company or elsewhere, and to be able to capture everyone's input in one space. The notification process has gone a long way in making Robohead as functionally practical as it is. I think it might still be a little too complicated, but it's an effective communication and audit tool in the system. No software is perfect, however we appreciate that the developers are continually working on Robohead. What would make the application incredible is dynamic scheduling of some typeWhen schedules get behind, it takes considerable task management on my part to ensure that due dates in everyone's My Work are updated and meaningful. Also, I'd like to see one function return'actual versus projected task due dates.

Pros

Flexibility - you allow the user (administrator) to easily manipulate the system to suit our needs.

Cons

No connection between task predecessors and tasks displayed in My Work. Users don't look at the bigger picture, so if a job is running behind there is no way for them to know that unless they go into the project itself. Most users rely on My Work, and that doesn't always sync up with reality. Requires manual intervention by someone to always be manipulating the tasks.

Working on Efficiency

There are many positive things about the new Robohead (clear list of new campaigns,) though 6 months into using it and I still find it confusing to use review areas and not have a way to archive versions of documents that are outdated but should still be available.

Pros

Search-ability (which was difficult in prior version of RoboHead)

Cons

Strange inability to archive as I go in review areas.

Best Project Management Tool Out There for Creative and Marketing Teams!

I've been using Robohead for over 10 years now. During that time, we've looked at other PM platforms just to make sure we were keeping up with the times but no other option has ever compared to Robohead's ease of use, functionality, intuitive interface, and customer support team. The tool is really easy to use, even for new associates. Any program like this takes some getting used to but the learning curve on using Robohead is really short. On a daily basis we have over 200 projects in Robohead, so needless to say we need a tool like this to keep everything on-track. Robohead is the tool that keeps us organized and productive. We never have issues with the program itself and when ever questions arise, the customer support team at Robohead is super knowledgeable and very responsive. If you're looking for a PM tool for your Creative or Marketing team, Robohead is your best bet!

Pros

ease of use, reporting

Robohead has been wonderful

Robohead has been wonderful thus far and I can't say enough good things about their customer service team!