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4.9 out of 5
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WorkflowMax
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WorkflowMax Features
What are the features of WorkflowMax?
Time Tracking
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
Client Invoicing
- Invoice Creation and Delivery
- Project Accounting / Revenue Recognition
Mobile Time Tracking
- Time Tracking
Administration
- Business Tool Integration
- Workflow
- Automated Reminders
- User, Role, and Access Management
Platform
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
WorkflowMax Categories on G2
Filter for Features
Time Tracking
Ease of Completing Timesheets | Based on 22 WorkflowMax reviews. Timesheet entry takes little time and is intuitive for new users | 77% (Based on 22 reviews) | |
Tracking Time to Project/Task | Based on 22 WorkflowMax reviews. Users can easily track time based on task or activity and assign to projects | 77% (Based on 22 reviews) | |
Billable Time Rate Management | Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. 21 reviewers of WorkflowMax have provided feedback on this feature. | 73% (Based on 21 reviews) |
Client Invoicing
Invoice Creation and Delivery | Based on 17 WorkflowMax reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | 77% (Based on 17 reviews) | |
Electronic Payments | Accepts electronic payments from clients | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately This feature was mentioned in 19 WorkflowMax reviews. | 70% (Based on 19 reviews) |
Mobile Time Tracking
Time Tracking | As reported in 20 WorkflowMax reviews. Allows users to track and enter time spent on project tasks from mobile device. | 71% (Based on 20 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 14 reviewers of WorkflowMax have provided feedback on this feature. | 71% (Based on 14 reviews) | |
Workflow | Based on 14 WorkflowMax reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 73% (Based on 14 reviews) | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 15 WorkflowMax reviews. | 66% (Based on 15 reviews) | |
User, Role, and Access Management | As reported in 15 WorkflowMax reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 78% (Based on 15 reviews) |
Platform
Reporting | Based on 14 WorkflowMax reviews. Access pre-built and custom reports and dashboards. | 69% (Based on 14 reviews) | |
APIs / Integration | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 12 reviewers of WorkflowMax have provided feedback on this feature. | 79% (Based on 12 reviews) | |
Internationalization | As reported in 13 WorkflowMax reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 58% (Based on 13 reviews) | |
Performance and Reliability | As reported in 15 WorkflowMax reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 69% (Based on 15 reviews) | |
Mobile User Support | Based on 14 WorkflowMax reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 64% (Based on 14 reviews) |
Tasks
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Projects
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Project Map | Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | Not enough data | |
GANTT | Provide visual representations of tasks, dependencies, and progress. | Not enough data | |
Calendar View | Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Templates | Provide standards templates that can be customized by users to create new projects. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Methodologies | Support agile and waterfall project management methodologies. | Not enough data |
Resource Management
Resource Definiton | Create human and material resources and categorize them based on skills and other criteria. | Not enough data | |
Capacity | Monitor capacity in real time to track resource use and identify bottlenecks. | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data |
Project Monitoring
Baselining / KPIs | Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | Not enough data | |
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Agentic AI - Project Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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