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Coffee & Conversions | SEO, Web Design & Organic Marketing Strategies to Grow Outside of Social Media
Julie Wenzlick | Organic Marketing for Small Business Owners
95 \\ Claude for Project Management: Why I Built My Own Task Management System
SEP 30, 202622 MIN
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Description
Using Claude for project management completely changed how I run my business, and I'm not a coder.
In this episode, I walk you through why Asana, Trello, ClickUp, Monday, and Notion never fit the way I work, and how I used Claude to build my own task hub and client portals instead. You'll hear how my Claude task management system runs day to day with two VAs and more than 15 client portals, what it's built on, and the bugs I ran into along the way. If your current app feels like it's forcing your business into a box, this one's for you.
Here's what you'll hear:
Why Notion stopped working once I had multiple retainer clients and team members
How gated tasks work, so the only thing I still do for my podcast is hit record
The simple setup behind my hub (Claude, Supabase, and Netlify), even if you've never written code
How I use AI task management to see each VA's to-do list and every client's tasks in one view
The "waiting on" column that keeps client delays off my plate until they're actually mine
LINKS MENTIONED IN THIS EPISODE:
Blog post for this episode: https://bypwdesigns.com/claude-task-management
How I Built an AI Assistant for Business: https://bypwdesigns.com/ai-assistant-business/
How to Use Claude AI, Canva and Notion to Create Pinterest Pins Faster: https://bypwdesigns.com/claude-ai-pinterest-workflow/
P&W Designs Web Design Services: https://bypwdesigns.com/web-design-services
P&W Designs SEO Services: https://bypwdesigns.com/seo-services/
Informed Tech Solutions: https://informedtech.io/
Callan Faulkner's AI Employee Bootcamp: https://go.theuncommonbusiness.co/bootcamp-2026
Website: https://bypwdesigns.com/
YouTube: https://www.youtube.com/@julie.pwdesigns/videos
Instagram: https://www.instagram.com/julie.pwdesigns/

