Workflow Management Software

I do not have any real dislikes about Monday.com. Perhaps the only downside is there is a bit of a learning curve to set up project workflows. It is not 100% intuitive but to be fair the learning curve on other platforms is equal or a higher bar. Review collected by and hosted on G2.com.

We are a global company working across many time frames, Monday.com helps us communicate about projects, workflows and our accounts receivable system. It allows me to quickly see project updates, status and timeframes. I can easily communicate with our operations team about incoming projects - giving them visibily to the sales pipeline. Review collected by and hosted on G2.com.

- Sometimes, you need to refresh the page for the latest updates to be visible.

- Board view has been slow to update more recently, but issue gets fixed with a refresh

- ClickUp does have some out-of-the-box templates you can use to start right away, if you are part of a larger team or if your use cases are a bit more complex, implementation on your own can be quite tricky.

- If you are an Enterprise company like us and have very strict IT security policies, you might have trouble leveraging some of the integrations that ClickUp offers with other products, however that can vary depending on the company's internal policies. Review collected by and hosted on G2.com.

- Improved cross-team collaboration and productivity

- Single source of truth for our projects and activities, no longer distributing the communication on multiple platforms, making it easier to keep track of updates.

- Transparent ticketing system and ticket management for marketing teams

- More visibility over marketing planning which decreases likelihood of cross-overs in terms of activities that are targeting similar audiences. Review collected by and hosted on G2.com.

Setting up pages and linking data based can be a bit tricky. I'd love if I could not only ask the AI to help me with written content, but also with page setups. It doesn't have to be anything fancy, but it would be great if the tool was intuitive in that way where I could say what I'm trying to track or create, and it could suggest page layouts with linked subpages and databases or build tables for me and then provide a quick tutorial or explanation on how to navigate. Review collected by and hosted on G2.com.

Notion acts as my planner, notebook, and sticky notes, all wrapped into one. It's a digital note taker that is with me wherever I go. The AI features have helped with my grammar and brainstorming, summarizing text, and tweezing out information or key points out of complex compiling of notes. Review collected by and hosted on G2.com.

I think i don't have much to dislike about asans but one thnig which I don't like that it can get slow on the big projects and also it gives the two many notification. Review collected by and hosted on G2.com.

Asana helps me to keep all my tasks and projects in one place, so nothing gets lost or forgotten. It makes teamwork easy by letting everyone see who's doing what and when. No more messy emails or missed deadlines. The reminders and deadlines help me stay on track, and I can see progress in real time. It saves me time, keeps work organized, and makes things less stressful. Review collected by and hosted on G2.com.

However, I've encountered a few issues that have made my work a bit more challenging.

Our organization has a folder where all project templates are stored. When we start a new project, we typically copy the entire folder of templates to a new location. While the folder appears in the new location, the individual sheets within the folder don’t show up immediately. It usually takes around 5 to 10 minutes for the sheets to appear, but if I copy a single sheet instead of the entire folder, it appears instantly. This delay when copying multiple sheets is something I’ve noticed.

Additionally, I have around seven sheets linked to a main sheet. These seven sheets are regularly updated throughout the project lifecycle. However, the main sheet takes a significant amount of time to update and reflect the changes made in the linked sheets. The delays can be frustrating, especially when the project requires real-time updates.

I’ve tested these issues across multiple networks, all of which consistently provide speeds of at least 10 Mbps, so I’m confident the problem isn’t related to network speed. I believe it may be a software malfunction rather than a network issue. Review collected by and hosted on G2.com.

Working on project budgets, working on project schedule and working with purhase order and book keeping. Review collected by and hosted on G2.com.

One drawback of Freshdesk is that its advanced features can be complex to set up and may require additional training for the team. Additionally, the mobile app has limited functionality compared to the desktop version, which can sometimes lead to delays in customer support. Review collected by and hosted on G2.com.

Freshdesk streamlines customer support by centralizing inquiries from multiple channels into one platform, reducing response times and improving issue resolution. Its automation features handle repetitive tasks, freeing up the team to focus on complex customer needs. This has led to increased team productivity, better customer satisfaction, and more efficient management of high support volumes. Review collected by and hosted on G2.com.

I think because their solution is relatively new, it makes it cutting edge, but it also means that somethings need still to be added or modified. That said, when we bring up enhancements or ideas they seem very quick to get them in their backlog and alert us when the functionality is available. I would like to see more AI options that summarize the Project and Project status and sentiment from the feedback forms. Also need better adoption metrics for the Customer Portal. There are plenty of metrics for the internal use of the tool (us), but I am not seeing a lot of reporting capability for the our customers (the Customer Portal side) - yet. Review collected by and hosted on G2.com.

Rocketlane solves customer accessibility to view the Project and Project status whenever they want. The Customer Portal provides our Customers with a single place to find eveything they need to know about their project as well as give them the access/ability to update their assigned tasks. And bevause this is done from a Customer Portal, they can access and view this on their own without the need to reach out to our Project Management team or to having to wait until the next scheduled project meeting.

Everything the customer needs to see and have access to is litterally on the landing page when the Customer logs in. Review collected by and hosted on G2.com.

Customer portal visual customizations could allow a little bit more :)

Would love to see way to integrate with Clockify to automatically track time on tickets - I know Zoho has this option, but we're using Clockify as our main time tracking system to track time over all projects, not only support. Still need to explore other Zoho products - perhaps there's a way to use one of Zoho tools to track time globally. Review collected by and hosted on G2.com.

First of all we recently signed few support contracts and need arised to have a support portal where we can communicate and work with our customers. The main goal was to give customers a way to share with us issues and create tickets. And from the customer perspective they needed to be able to track and audit all tickets and have a historical view on what has been done and what issues they had. Zoho Desk provides us all of that and fulfills all the requirements. We have a system to work with client, monitor SLA and more. Customers, on the other hand, have a full view on all tickets with its full history to have an audit trail and progress that has been made. Review collected by and hosted on G2.com.

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

I'm not fully keen on the recent update as it requires me to navigate some new changes, it's just a learning curve. I'm confident that once I get accustomed to the new layout and features, I'll end up loving it even more! Review collected by and hosted on G2.com.

Syncro is helping us solve the problem of paper waste in our business. By using this software, we’ve significantly reduced our paper usage, making our operations much more environmentally friendly. This shift not only helps us stay eco-conscious but also streamlines our processes, cutting down on clutter and improving efficiency. It’s a win-win for both our business and the planet! Additionally, it keeps our accounts department and customers updated on everything happening in the background, improving communication and efficiency. Review collected by and hosted on G2.com.

I dislike the expression formulas. They are easy to mess up and the syntax isn't really clear. Some actions aren't available for e.g there's a start of month variable but there's none for the end of the month. The expression formulas aren't user friendly but it's a vital part of all flows. Additionally, the limited run history of only 28 days hinders the ability to review past runs and troubleshoot issues effectively. Also, some performance issues such as failures and timeouts occur without clear reasons or guidance for debugging especially the "get a PDF of a signed aggreement" action with the adobe sign integration Review collected by and hosted on G2.com.

Power Automate as the engine for creating workflows for applications developed within Power Apps, this applications have addressed the challenge of providing staff with easy access to raise requests and report hazards promptly with real time status update on the reports made. It has also established an audit trail, enhancing process compliance monitoring and accountability.

Power Automate has also helped improve our ESG impact by reducing manual paper processes through the creation of workflows that carryout these tasks automatically. It has also minimized human typing errors by extracting text from documents. This has also helped to increase the productivity of staff and helped them focus on more important tasks. Review collected by and hosted on G2.com.

To be honest, I'm impressed with how well it's handled my task management needs. So there's nothing to dislike from my side. Review collected by and hosted on G2.com.

One of the most important aspects that it addresses for me is clarity. In Trello each project can have its own board, I can organize all of its tasks, projects, and notes in one place. In this way hit becomes easier for me to work on multiple projects at single time. The moment i started using Trello everything is organized and visually appealing. Review collected by and hosted on G2.com.

Support team should respond quickly, although their technical expertise is exceptional. Review collected by and hosted on G2.com.

Autotask provide us a solution for ticket management and seamless integration with essential tools, enhancing our workflow and efficiency.

Autotask integrated with Datto RMM, IT Glue, and Backup Radar. This setup allows us to createad a automatic ticket via APIs when issues occur.

We have used Autotask daily for the past five years, I’ve found it to offer numerous valuable features like: Review collected by and hosted on G2.com.

Salesforce Service Cloud is a very good platform, but requires a lot of add-ons for what I would have considered basic functionality, such as quote formatting. All of these add-ons are often all priced per user, so costs quickly rise depending on the number of users that you have on the Salesforce Platform. Review collected by and hosted on G2.com.

Receiving, logging, tracking customer complaints, complaint documentation, complaint images, complaint specific and both sort term and long term complaint resolutions. Review collected by and hosted on G2.com.

I realise slack is good & meet my all requireents so, no dislikes Review collected by and hosted on G2.com.

Im a salesforce developer & in my organization we used slack for the team communication or for the video conferencing.We used before microsoft teams but it have limited features & limited automation but now, we have smooth experience with slack & can share code on it & manage team of the various projects & it have gmail integration which solves the problem like no need to check the mailbox again & again if, it integrated then email appears directly into slack.

Slack keeps the things organized and improve communication.

It boosts teamwork

Its flexible, i use slack on my phone , office laptop as well.

Its best feature is huddle which works smoothly on even slow internet & we have implemented a workflow for a particular time in channel for the birthday wish.

We automate the workflow for managing the merge request of our projects code in the project channel to my reporting manager. Review collected by and hosted on G2.com.

There are no real downsides except the intial learning curve. I believe we could have built Airtable out as we needed but it would have been a bigger intial time investment. Working with a tech specialist who knew Airtable well really helped us get up and running fast. It was worth the cost. Review collected by and hosted on G2.com.

We have a staff of three that do 150 week long classes for over 1500 youth each year. We need to schedule those sessions with a variety of community partners across a region in southeast Virginia. In addition, we need to record data about all 1500 youth we serve at the end of each class. Airtable has streamlined the data entry for our staff and created one central repository of data and scheduling information. Review collected by and hosted on G2.com.

i don't think so, there is any drawback . Review collected by and hosted on G2.com.

actually, it is very easy to use so anyone can start learning and working on that, having very little code so most of the things we can achieve through customization only. we basically use PS Cloud for Project mgt, Resource mgt, time mgt, skill mgt, revenue mgt, service CPQ, and many more. 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.

It has been extremely good, no fault on the platform. Review collected by and hosted on G2.com.

Managing multiple projects simultaneously can lead to a lack of visibility and difficulties in tracking progress, leading to missed deadlines and misaligned priorities.

WorkOttter enhance visibility, making it easier to monitor progress, adjust timelines, and ensure projects stay on track. Review collected by and hosted on G2.com.

The only drawback of keka is it's customer support is slow which should be improve in it. Review collected by and hosted on G2.com.

Keka has solved all the issues that is related to HR, which gives a lot of benefit to me as an employee. For example, accurate payroll processing and leave management allows tracking while requesting time offs smoothly for an ideal work-life balance. It has attendance logging as well. The self-service portals provide a view through which I can fetch payslips, leave balances, and personal information at my convenience. Ultimately, Keka is time-saving, error-free, and also more controlling for all kinds of HR-related tasks for me. Review collected by and hosted on G2.com.