How you work
Asked once, up front, because it changes every recommendation after it. A tool that suits a linear planner is often the exact tool a nonlinear brain abandons in three weeks.
Pick anything that sounds like you. These are working patterns, not labels, and they carry more weight than any feature on your list.
What are you shopping for?
The category matters more than the brand names you have already heard of.
Who is using it, and what can you spend?
Per seat pricing is where tools quietly get expensive. Everything here is optional.
Must-haves
If a tool cannot do this, it is out. Keep it under six items, because a long must-have list returns nothing.
Nice-to-haves
Things you would be glad to have but would not pay extra for.
Deal-breakers
The things that made you abandon the last tool. Most matching tools leave this out, and it is usually the real reason a good tool does not stick.
Here is what you told me
Change anything that is off before I go find matches.
Checking your must-haves first