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
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WorkflowMax Categories on G2
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Time Tracking
Ease of Completing Timesheets | Timesheet entry takes little time and is intuitive for new users 21 reviewers of WorkflowMax have provided feedback on this feature. | 76% (Based on 21 reviews) | |
Tracking Time to Project/Task | Based on 21 WorkflowMax reviews. Users can easily track time based on task or activity and assign to projects | 75% (Based on 21 reviews) | |
Billable Time Rate Management | As reported in 20 WorkflowMax reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. | 73% (Based on 20 reviews) |
Client Invoicing
Invoice Creation and Delivery | Based on 16 WorkflowMax reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | 77% (Based on 16 reviews) | |
Project Accounting / Revenue Recognition | Based on 18 WorkflowMax reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | 70% (Based on 18 reviews) |
Mobile Time Tracking
Time Tracking | As reported in 19 WorkflowMax reviews. Allows users to track and enter time spent on project tasks from mobile device. | 70% (Based on 19 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 13 reviewers of WorkflowMax have provided feedback on this feature. | 69% (Based on 13 reviews) | |
Workflow | Based on 13 WorkflowMax reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 71% (Based on 13 reviews) | |
Automated Reminders | Based on 14 WorkflowMax reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 63% (Based on 14 reviews) | |
User, Role, and Access Management | As reported in 14 WorkflowMax reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 76% (Based on 14 reviews) |
Platform
Reporting | Access pre-built and custom reports and dashboards. 13 reviewers of WorkflowMax have provided feedback on this feature. | 68% (Based on 13 reviews) | |
APIs / Integration | As reported in 11 WorkflowMax reviews. 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. | 79% (Based on 11 reviews) | |
Internationalization | As reported in 12 WorkflowMax reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 56% (Based on 12 reviews) | |
Performance and Reliability | 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. This feature was mentioned in 14 WorkflowMax reviews. | 67% (Based on 14 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. 13 reviewers of WorkflowMax have provided feedback on this feature. | 62% (Based on 13 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 | |
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 |
