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A lightweight checklist for choosing the right plan
Adrian Costa ·
Choosing a project management plan comes down to three questions: how many people need write access, whether you need audit and SSO controls, and whether your reporting needs go beyond built-in dashboards. Everything else is usually a distraction.
Start with write access, not headcount
The number that matters is not how many people are in your company — it is how many need to create and change work. Stakeholders who only read updates rarely justify a paid seat, and most tools price accordingly.
When do you actually need the higher tier?
Three triggers, in practice:
- A customer or auditor asks for SSO, an audit log, or a data processing agreement.
- You are running more than a handful of teams and need reporting across all of them.
- You need workflows that differ by team rather than one shared process.
What you can safely defer
Custom workflows, advanced analytics, and provisioning controls are worth paying for when a real constraint forces them — not in anticipation. Teams routinely buy the top tier for a feature they use twice a year, then resent the line item.
Start a tier below where you think you belong. Upgrading takes minutes; unwinding an annual contract does not.
Frequently asked questions
Should a small team start on a free plan?
Usually yes. Free tiers are limited on members and integrations rather than on core functionality, so they are a genuine trial of the daily workflow rather than a demo.
Is annual billing worth the commitment?
Annual billing typically saves 20–25%. It is worth it once the tool has survived a full delivery cycle with your team — not before.