Workflow Management Software

The app is not user-friendly when used on Mobile. A few useful features are available only in plans which are higher in cost. Also, when there are many columns and boards, it is a little confusing, but they are manageable. Review collected by and hosted on G2.com.

Monday Work Management has helped to solve several challenges like visibility into Project Progress, difficulty tracking team responsibilities and scattered communication. All task updates and communication are in one place, so it provides a complete and clear view about the task, who worked on it, currently who is working on it and when it is due. Overall, it has made collaboration more efficient, improved accountability, and saved time across the team. Review collected by and hosted on G2.com.

While Asana is a great tool, there is a learning curve for new users. Additionally, just like many other products, there are limitations on each payment tier which can be frustrating. The support from Asana is not the best, typically it has been very slow when I have put in a request. There is also not an offline mode which is frustrating. Review collected by and hosted on G2.com.

Asana streamlines collaboration by providing a centralized platform where teams can clearly see what needs to be done, who's responsible, and when it's due. It can help eliminate confusion around task ownership, educes email overload, and keeps everyone aligned with real-time updates, timelines and priorities. Asana helps teams stay organized, hit deadlines, and communicate more effectively by turning scattered to do lists into actionable and trackable plans. Review collected by and hosted on G2.com.

One aspect I dislike about Freshdesk is that some advanced customization options can be a bit limited or require additional integrations, which sometimes slows down the implementation of more complex workflows. Additionally, while the platform is generally intuitive, certain features—such as detailed reporting or automation rules—could be more flexible and user-friendly. Occasionally, we have also experienced minor delays with customer support response times when addressing technical issues. However, these challenges have not outweighed the overall benefits Freshdesk has brought to our organization. Review collected by and hosted on G2.com.

We chose Freshdesk over its competitors primarily due to its user-friendly interface, robust automation features, and seamless integration capabilities. Previously, our communication with the client was handled exclusively via email, which often led to delays and inefficiencies.

Since implementing Freshdesk, we have seen significant improvements. Specifically, the number of client reminders requesting responses has been reduced by half, demonstrating a clear increase in our responsiveness and efficiency. Additionally, by automating several routine processes within Freshdesk, we have been able to avoid hiring two additional employees, resulting in substantial cost savings for our organization. Overall, Freshdesk has streamlined our workflow, improved client satisfaction, and delivered measurable operational benefits. Review collected by and hosted on G2.com.

At present, there is no alert system if budget items come in more expensive than originally quoted/planned. It'd be really useful if there could be a way that we could enable an alert system to notify key personnel for particular lines (such as when key milestones are coming up or get missed and items come in as more expensive than expected). At present, I need to manually go into the various sheets to check on task completion/milestones and whether items have come under/over budget. Review collected by and hosted on G2.com.

Having everything in one place and being able to go in and see all key information without the need of the back and forth with staff. Overall, this has increased our productivity and efficiency as a business, and saves me a lot of time (which is invaluable when you're an incredibly busy person and team! The ease of use and simple functionality as well mean that it's easy to train new staff to use and is easily adopted by current and new staff. Having so much in one place has also meant we have been able to reduce the number of other programs we use, further helping to streamline our software Review collected by and hosted on G2.com.

Notion has not touched this text. As a platform for optimizing my productivity, it is perfect. What I find difficult is understanding how I can best use it, from the very beginning. I think many people will try the application, hearing how useful it is, but be disappointed when they first try it and think it's just another notes app. Of course it is a good one, but people may have large collection of notes, and likely won't want to spend the time copying those notes over if they don't know why Notion is worth it. Only when I did the research into Notion on my own, did I realize it's capabilities, and I had downloaded it months prior. I actually didn't even use Notion at all and came back to it later when my friend insisted that it would be worth it.

All I am saying is a little bit of a tutorial at the beginning, embedded in the first launch of the program, could not only display how to use the app right, but give the launch of the program a professional air. Notion isn't just another notes app, it's going to change your life, and it deserves your attention from the start. Review collected by and hosted on G2.com.

Notion is fixing my cohesion within my life. I have always hated how everything that I use to get through the day is in separate application that I need to have access to simultaneously. With Notion I consolidate my life into one place, so I can see the puzzle I am building with all the pieces in front of me, instead of having to remember which spot I left each one. Imagine playing a videogame and not have a UI with your health, ammo, mini map, or goal trackers. You can probably figure it out or "look" in at your belt to know how many grenades you have left. But with the UI, you know without having to even look away from the path ahead. Review collected by and hosted on G2.com.

Some advanced configurations, like automation and custom workflows, can be difficult to set up without prior experience. Additionally, certain reports and integrations require extra tools like Zoho Analytics or Zoho Flow to reach their full potential. Review collected by and hosted on G2.com.

Zoho Desk helps us centralize all customer support requests from email and WhatsApp, making it easier to track, assign, and respond to tickets efficiently. It provides visibility into agent performance and response times, helping us improve service quality and accountability. Automations have reduced manual follow-ups and ensured no request is overlooked. Review collected by and hosted on G2.com.

Using the search feature, you have to select want you are searching on, not just searching across everything Review collected by and hosted on G2.com.

AutoTask allows us to keep track of the tickets that come in and what needs to be worked on. the ability to seee the notes of tech who worked on it before you allows you to jump right in without spending time talking to someone else or starting over. Review collected by and hosted on G2.com.

Slack truly enhances collaboration. The ability to integrate with tools like Google Drive, Jira, and Zoom makes it a central hub for all our work. Real-time messaging, file sharing, and thread-based replies keep everything organized. The search function is powerful and saves a lot of time when looking for past conversations or files. Notifications are customizable, which helps manage focus and avoid distractions. Review collected by and hosted on G2.com.

Slack is solving the challenge of fragmented communication across email, messaging apps, and meetings. It centralizes all our team discussions, project updates, and file sharing into one intuitive platform. This reduces the time spent searching for information and enables quicker decision-making. It also helps reduce unnecessary meetings by making communication asynchronous and transparent across teams. We’ve seen a noticeable improvement in collaboration and productivity since adopting Slack. Review collected by and hosted on G2.com.

I dislike that it can be to complex for creative workflows and wish it was as seamless as development workflows. This would help bring everyone together as it works so well for our Dev. Team however it's not used by everyone in Marketing. Review collected by and hosted on G2.com.

Being able to create and track different project types from Epics to User Stories and tasks and even bugs. It makes it super easy to have a view of what projects are in the roadmap and how they are coming along for everyone on the team. I also use it to share projects with stakeholders and assign timelines/sizes for getting projects done. Review collected by and hosted on G2.com.

Firstly, as an automation tool it's definitely good and I guess there's not much to say anything negative about it. But if I would like to discuss about one limitation, it's that the ease of use can increase or improved quite significantly when you switch from working with plain, pre-built flows to building fantastically customized and complicated ones from scratch. For generating highly accurate workflows, you sometimes must dive in and begin to write a few complex expressions on your own or resort to some other workarounds available. It is not so much a big of a deal when compared to a feature that requires a greater or higher amount of technical skills to master or excel in its entirety. Review collected by and hosted on G2.com.

Basically, its great for getting rid of all the repetitive, manual work. I used it to automate things like scheduling data refreshes and sending reports out, it saved us a ton of time.

The biggest benefit was that we cut our manual work by like 50%. It let me focus in on the more important strategic analysis, instead of just being stuck pushing files around all day Review collected by and hosted on G2.com.

The only thing I can think that Laserfiche could improve on is the ability to link separate business processes together (to run together or otherwise link). The ability to launch one business process from within another would be a game changer. Review collected by and hosted on G2.com.

We have staff and learners spread across a broad geogrphic area. Laserfiche allows for the electronic completion and routing of forms for instant approvals. Review collected by and hosted on G2.com.

The price increases a lot for larger teams if you reach 1,000 records or want sophisticated automations, thus the generous free tier quickly fills up. On bases with tens of thousands of rows, performance may slow. Although snapshot backups are available, there isn't a native point-in-time recovery for a specific table. Review collected by and hosted on G2.com.

Our dispersed spreadsheets, impromptu Trello boards, and isolated project trackers were all replaced by Airtable's single, integrated workplace. Status meetings and copy-pasting have been eliminated since real-time collaboration, automations, and relational linkages provide all stakeholders with a single source of truth. Review collected by and hosted on G2.com.

It charges on the basis of per person if we want to subscribe. Review collected by and hosted on G2.com.

We tried 3 - 4 platforms like Slack, Discord and WhatsApp to track the works and easy communications in our business but all of them failed to meet our expectations.

But as soon as we tried Click Up the entire flow of our business got changed.

Like we don't need to call to the people to take update and assign them tasks. We don't need to individually tell everyone that what work they have to do. We were not able to monitor and track time of the people working on our organization.

A single place to assign tasks, keep track on the tasks, see update without any hustle, track working hours of the people. 'Just loved it.

As a business owner, it acted like a personal assistant to me. One of my favorite place to be. Review collected by and hosted on G2.com.

I really wish Syncro was more customizable. One thing I really do not like is the new customer contact page. I do not like going to another page after clicking on one contact; i liked the method before of being able to see all of the contacts on the left side and easily switching between them.

Speaking of functionality changes, I would appreciate a feature like Microsoft has that you are able to revert back to the previous version instead of being forced to use new features that might not be something that i like to use.

we also would like the ability to set an out of office message in syncro for tickets / customer replies. also, sometimes when linking / modifying tickets, my timer gets stopped without me realizing it and i lose track of my time. Review collected by and hosted on G2.com.

making notes on customer accounts, keeping track of recurring tickets adn reminders, tracking assets that are having issues, automating tasks Review collected by and hosted on G2.com.

Comparing the current project state with the original or past plans can be challenging. With multiple revisions (3–4 iterations), adapting and establishing baselines from previous versions isn’t as smooth as expected. Review collected by and hosted on G2.com.

Previously lacked a central tracking system - Rocketlane now acts as a unified hub for all project updates, minimizing ambiguity and eliminating reliance on multiple disconnected tools.

Stakeholders had limited visibility into progress - Built-in project views and automated status reports offer leadership the clarity they need—no additional follow-ups required.

Cross-functional collaboration was inefficient - Defined task ownership and timelines across teams have significantly improved coordination and accountability.

Challenging to manage several projects simultaneously - The portfolio-level dashboard enables clear visibility across accounts, making it easier to identify risks and delays early on. Review collected by and hosted on G2.com.

What I don’t like about Trello is that it can get pretty basic once your projects start getting more complex. There’s no way to create dependencies between tasks or track progress in detail, which can be a real pain if you need something more robust. Also, the reporting features are kind of limited, so you can’t get a super detailed view of how everything’s going unless you rely on other tools. It’s great for simple stuff, but when things get more involved, Trello can feel a little too minimal. Review collected by and hosted on G2.com.

Trello solves the problem of staying organized without overcomplicating things. It gives me a simple, visual way to manage tasks and projects—everything from personal to-dos to team projects. It helps me see exactly where things stand at a glance, without needing to dig through endless spreadsheets or emails. The ability to move tasks around and set deadlines keeps everything on track, and the integration with other tools makes it easy to keep everything in one place. For me, it’s a huge time-saver, and it helps me stay focused without feeling buried in too much detail. It's just a clean, no-fuss way to keep my work organized. Review collected by and hosted on G2.com.

The numerous features and ways to view work is both a gift and a curse to Wrike. Having so many ways to view your work can overwhelm my team sometimes, making onboarding and training a little difficult. There is a learning curve to using the features. The Wrike Support and training videos are very helpful, the team just needs to take the time to use them. Review collected by and hosted on G2.com.

It's solving a major problem of collaboration and visibility into the work the different functions on my team are doing and consolidating our resources. Before Wrike, it was hard for anyone to find what they need, so we've been able to use Wrike to keep our files and resource links in a consistent place. Calendars, dashboards, cross-tagging, and being able to follow projects are all features that have helped us boost our collaboration! Review collected by and hosted on G2.com.

Initial setup and customization can be complex for new users or smaller teams without technical expertise. The licensing and add-on costs can also rise quickly if advanced features like Einstein AI or Field Service are required. Some UI components (like Classic Console) feel outdated until migrated fully to Lightning. Review collected by and hosted on G2.com.

We're managing customer queries, complaints, and feedback at scale while maintaining high CSAT scores. With automation and macros, we’ve reduced repetitive tasks for agents. SLAs, case assignment rules, and escalation paths help ensure timely resolution and consistent service delivery. Review collected by and hosted on G2.com.

There are two minor features we currently miss in Bordio: the ability to export timesheets and a clock timer for tasks. We've provided feedback on these, and we understand they'll be included in upcoming updates. These small drawbacks don't significantly impact our overall positive experience with the product. Review collected by and hosted on G2.com.

We are a small team, and before we started using a task management system, we used WhatsApp to assign tasks to each other. However, as our team grew, it turned into complete chaos. We were overwhelmed with an enormous number of chats, information got lost, and it was difficult to track who didn't complete a task when needed.

Our work efficiency increased, team communication sped up, and Bordio's clear interface made it easy to plan sprints. Most importantly, we can now always check the work history.

We are still in the process of improving our workflows, but it is clear that Bordio will help us achieve the level of management we are aiming for. In terms of numbers: our turnover increased by 40% last year. Of course, this is the result of comprehensive work, but Bordio is one of the main innovations for us and likely has had a significant impact on this result. Review collected by and hosted on G2.com.

There's nothing I dislike, but it would be nice if they had a full general ledger accounting system to handle accounts payable, etc. Review collected by and hosted on G2.com.

Ravetree helps us map out projects, set project budgets, allocate people to those projects, log time and expenses, and create invoices. Pretty much all of the day to day stuff at our firm. Review collected by and hosted on G2.com.