20 Best Workflow Management Software Shortlist
Here are my picks for the best workflow management software:
The best workflow management software can help coordinate multi-phase product launches that span multiple departments, time zones, and approval gates, while automatically triggering task handoffs, surfacing bottlenecks in real time, and ensuring compliance with internal SOPs. Without it, you're stuck juggling disjointed systems, unclear responsibilities, and progress that's hard to measure, leading to missed deadlines and inefficient collaboration.
After 20+ years of managing projects, I've tested over 25 workflow tools (including more than a few overly complex ones) and used everything from simple task trackers to robust platforms built for cross-functional operations. I've learned that the right tool brings alignment, clarity, and speed, removing bottlenecks and reducing confusion.
Below, you’ll find the top workflow management software options based on what I learned and hands-on testing of current tools. Each recommendation includes standout features, ideal use cases, and what makes it different, so you can find the right solution for your team.
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Best Workflow Management Software Summary
Here’s a table summarizing basic info about the tools described in this article. View pricing as well as the availability of free trials to make a quick side-by-side workflow management software comparison.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for marketing teams | 7-day free trial | Pricing upon request | Website | |
| 2 | Best for project process templates | Free trial available | Pricing upon request | Website | |
| 3 | Best for automating manual processes | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website | |
| 4 | Best for spreadsheet-based workflows | 30-day free trial | From $9/user/month (billed annually) | Website | |
| 5 | Best for workflow orchestration | 15-day free trial | From $19/user/month (billed annually) | Website | |
| 6 | Best for flowcharts and mind maps | Free plan available | From $8/user/month (billed annually) | Website | |
| 7 | Best for dynamic work management | 30-day free trial | From $35/user/month (billed annually, min 20 users) | Website | |
| 8 | Best for reconnecting siloed teams | Free plan available | From $10/user/month (billed annually) | Website | |
| 9 | Best for workflow templates | Free trial available | From $2,500/month | Website | |
| 10 | Best for drag-and-drop workflows | Free demo available | Pricing upon request | Website | |
| 11 | Best for AI-driven workflow automation | Free demo available | Pricing upon request | Website | |
| 12 | Best for team communication | Free plan available | From $7/user/month (billed annually) | Website | |
| 13 | Best for no-code workflow creation | Free plan available | From $34/month (billed annually) | Website | |
| 14 | Best for process documentation | 14-day free trial | Pricing upon request | Website | |
| 15 | Best for low-code process templates | Free plan available | Pricing upon request | Website | |
| 16 | Best for designing custom workflow apps | Free trial available | From $24/user/month | Website | |
| 17 | Best for consolidating workflows | Free plan available | From $11.95/month (up to 2 users) | Website | |
| 18 | Best for growing organizations | 14-day free trial | From $11/user/month (billed annually) | Website | |
| 19 | Best for document management workflows | Free demo available | Pricing upon request | Website | |
| 20 | Best for no-code workflow automation | 14-day free trial | From $25/user/month | Website |
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Forecast
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Workflow Management Software Reviews
These are my overviews of the 20 best workflow management software that made it onto my shortlist. Find each tool’s best use case, standout features, integrations, and pricing information below. I also included a screenshot of the software’s user interface, and some pros and cons for each one.
Screendragon is a workflow management software solution that powers global organizations and brands like The International Olympic Committee, Kellogg’s, BP, and Keurig Dr Pepper.
Screendragon’s workflow management software is great for simplifying, speeding up, and automating critical processes. The tool is highly configurable with features like smart custom forms, advanced permissions, customized reporting, and personalised dashboards.
Workflows integrate with all aspects of Screendragon’s work management solution including projects, task management (Kanban, list view, or Gantt charts), and resourcing and budgeting for a seamless work environment.
A visual ‘no-code’ workflow builder allows users to streamline processes, such as review and approval processes, with drag and drop functionality. Users can preview and mark-up assets in real-time, with all decisions and comments captured centrally for quick review.
Screendragon’s team of workflow experts offer a wealth of knowledge on process change and implementation and are always on-hand to provide customers with best practices for change management, buy-in, training plans, and more.
Screendragon provides deep integrations with leading ERP systems such as SAP and PeopleSoft. It offers thousands of integrations through Zapier with popular apps like Jira, Trello, Slack, Box, Google Drive, Office 365, and Microsoft Dynamics. It also has an open API, enabling custom integrations with any system.
Screendragon starts from $20/user/month and a free demo is available.
Pros and cons
Pros:
- Responsive and knowledgeable customer support team is available to users
- Easy to scale workflows and processes to large teams and departments
- Workflow builder does not require coding abilities
Cons:
- Configuration options can be overwhelming
- Some functionalities difficult to find or not immediately clear
Adobe Workfront is a cloud-based platform that helps teams plan, manage, and track their work in one place. It’s built to support complex workflows across departments like marketing, IT, HR, and creative teams.
Why I picked Adobe Workfront: One of the reasons I chose Adobe Workfront is its ability to automate repetitive tasks and standardize execution through customizable project templates. These templates can be tailored to fit your team's specific needs, allowing for consistent processes across projects. Additionally, Workfront's decision-making dashboards automatically assign tasks and populate calendars based on resource availability and project due dates, ensuring that work is allocated efficiently.
Adobe Workfront also supports various work methodologies, including Agile, Scrum, Kanban, Waterfall, and hybrid approaches. This flexibility allows teams to work in the way that suits them best, promoting better collaboration and productivity.
Adobe Workfront Features & Integrations
Standout features include online proofing tools that reduce rework and simplify version control by allowing stakeholders to comment and approve directly within the same file. Workfront also offers resource allocation and alignment tools to help prioritize work, increase productivity, and reduce added costs. Additionally, its smart analytics connect data to work, providing real-time insights into project performance.
Integrations include Frame.io, Creative Cloud, Box, Dropbox, Google Workspace, Jira, Microsoft Calendars (Office 365/Outlook Live), Microsoft OneDrive, Microsoft Outlook, Microsoft Teams, and Salesforce.
Pros and cons
Pros:
- Online proofing tools simplify version control
- Real-time updates and iterative planning tools
- Comprehensive workflow automation capabilities
Cons:
- Limited offline capabilities
- Integration setup can be time-consuming
New Product Updates from Adobe Workfront
Adobe Workfront's Transition to Unified Approvals
Adobe Workfront is transitioning from Legacy document approvals to Unified Approvals through a six-month phased rollout, starting automatically on July 17, 2025. More details at Adobe Experience League.
monday.com is a project management software used across diverse industries, rapidly growing teams, and enterprise organizations. monday.com sits at the intersection of project management and workflow management software. It simplifies complex workflow processes by streamlining management to focus on structure and transparency.
This tool has plenty of flexibility built into it, but that flexibility requires thoughtful planning. Consultant Fred Baker advised, "When setting up workflows in Monday, it's important to avoid early design decisions that limit flexibility."
Why I picked monday.com: You can create tasks on a board and then add the steps required to reach task completion. monday.com is highly customizable and easy to use right out of the box. I also find that it’s incredibly easy to import data from other workflow management software, and even spreadsheets!
Its workflow management software also offers various workflow views that can be arranged by list, geographical map, kanban board, or Gantt chart. These workflows can then be visualized in dashboards to create a bird’s-eye view of the progress and data workflow managers need to monitor. I find information especially useful for workflow managers who sit between their teams and the executive suite and need to communicate complex data sets through visual dashboards.
monday.com Standout Features & Integrations
Standout features like customizable dashboards allow you to tailor your project views, providing real-time insights and quick access to essential information, thereby enhancing decision-making and efficiency. Another important feature that unlocks with the Enterprise plan is the workflow builder. This tool will let you map workflows in a drag-and-drop environment that dictate the behavior of the software as information changes.
Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, and GitHub.
Pros and cons
Pros:
- Large workflow template library to jumpstart planning
- Lots of integrations to support 3rd party data
- Out-of-the-box workflow automation recipes
Cons:
- Limited export functionality for reports
- Minimal multi-lang support
New Product Updates from monday.com
Visualize Board Data with WorkCanvas in monday.com
monday.com has introduced a new feature on WorkCanvas that allows users to visualize and style board data directly on their canvas, enhancing insights and context clarity. For more information, visit monday.com's official site.
Smartsheet is a work management platform modeled after spreadsheets that enables users to organize tasks, schedules, processes, and more. It is an excellent workflow management software solution for managers currently using Google Sheets or Microsoft Excel for workflows and looking for an upgraded experience.
Why I picked Smartsheet: One of my favorite aspects of Smartsheet is that it automates calculations, even across multiple sheets. That automation enables workflow managers to gather data across multiple workflows and spaces without needing to write complex formulas.
Reporting is a strong feature of this workflow tool, with editable summary reports that can be easily exported to Excel or Sheets. The Critical Path feature highlights all the tasks that directly impact a project completion date so workflow managers can easily keep an eye on important milestones.
Smartsheet Standout Features & Integrations
Features include custom spreadsheet import, workflow automation, data visualization, custom branding, and workflow automation with built-in formula calculations.
Integrations through a REST API and webhooks include Microsoft Office and Teams apps, Google Drive, Jira, Salesforce, ServiceNow, Slack, Box, and Tableau.
Learn more about this workflow management software in my in-depth review of Smartsheet
Pros and cons
Pros:
- Workflow process notifications keep users on track
- Cross-sheet data sharing for holistic reports
- Great alternative to Google or Excel spreadsheets
- Low/no-code workflow automations
Cons:
- Can be difficult to access support resources for answers
- Limited change-tracking functionality
- Set limit to rows per spreadsheet
New Product Updates from Smartsheet
Smartsheet Adds Provisional Member Settings for User and Budget Control
Smartsheet has launched new Provisional Member settings in the Admin Center, giving organizations more control over user management and budget predictability. Admins can now automatically downgrade or upgrade trial users based on company preferences. For more information, visit Smartsheet's official site.
Qntrl is a low-code workflow orchestration software that brings visibility, control, and automation to processes by cutting down on manual work. The platform lets users control all incoming requests for a team through a centralized interface.
Why I picked Qntrl: Qntrl comes with integrated tools to help workflow process managers design, deploy, and iterate workflows for almost any process. Workflow managers can leverage process automation mapping experience assists in creating custom forms to quickly fetch essential data. Users can escalate issues, assign tasks, approve/reject stages, and handle huge data transfers from spreadsheets present in different verticals.
Qntrl Standout Features & Integrations
Standout features like advanced automation enable you to automate complex workflow actions with dynamic assignments and business rules, reducing manual intervention. Another standout is advanced transitions which use real-time data to automate task assignment and can take user workload into consideration.
Integrations include Zoho CRM, Salesforce, Typeform, Pipedrive, HubSpot, Slack, and Freshsales.
Pros and cons
Pros:
- Webhooks can send notifications to third-party applications
- Great workflow visualizations (“Blueprints”)
- Native integration with Zoho
Cons:
- Complex feature set has a learning curve
- Field names have to be unique across flows
Miro is a collaborative online whiteboard with over 1,000 templates including mind maps, Kanban boards, Gantt charts, product wireframes, research boards, and flowcharts.
Why I picked Miro: At The Digital Project Manager, we use Miro to map out content clusters and to visualize content workflows from start (brainstorming ideas) to finish (publishing the content on our site). Miro's flexibility allows for the integration of various types of content—numerical data, images, brand elements, and videos—into diagrams, catering to diverse project needs. The platform features quick diagram tools for efficient editing and assembly, alongside a broad selection of pre-built templates specific to different industries and business functions, to speed up the creation process.
With its cloud-based framework, Miro also ensures accessibility across different locations, allowing teams to work together seamlessly on workflow diagrams while complying with GDPR and CCPA. This focus on collaboration, clarity, and accessibility makes Miro a practical tool for teams aiming to streamline their workflow diagramming efforts.
Miro Standout Features & Integrations
Standout features includes the infinite canvas which provides unlimited space for brainstorming and project mapping, accommodating complex workflows without constraints. Additionally, Miro's extensive template library offers ready-to-use templates for various activities, expediting your workflow processes.
Integrations include Zoom, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, and Webex.
Pros and cons
Pros:
- Built-in communication features for streamlined collaboration
- Intuitive and easy setup
- Free forever plan available
Cons:
- Free version does not allow high-quality export to pdf
- Zooming can be jumpy on larger projects
Quickbase offers a platform designed for dynamic work management, providing a robust solution for businesses to manage complex projects and processes. It distinguishes itself as a leading choice for dynamic work management by offering a no-code application platform that empowers teams to create, connect, and control their workflows with ease and efficiency.
Why I picked Quickbase: I chose Quickbase for workflow management because it offers a highly customizable platform that caters to a variety of project types and industries, including construction, manufacturing, property management, education, government, and legal. You can use their software to set up workflows for numerous business needs, including project management, process improvements, field services, supply chain monitoring, training, and customer relations.
What sets Quickbase apart is its emphasis on enabling users to create, connect, and customize applications without the need to replace existing systems. This flexibility is particularly valuable for dynamic work environments where adaptability is key.
Quickbase Standout Features & Integrations
Standout features like a no-code application development platform allow you to build custom workflow solutions tailored to your business needs without requiring programming skills. Another notable feature is real-time data integration, enabling seamless connectivity with existing systems to ensure data consistency and accuracy across workflows.
Integrations include Salesforce, Slack, Google Calendar, Gmail, Outlook, and Dropbox.
Pros and cons
Pros:
- Robust notifications and reminders
- Simple no-code platform is easy for non-tech people to learn
- Workflows are easy to set up and customize
Cons:
- Project management integrations are limited
- Team plan requires a minimum of 20 users
Wrike is an intuitive workflow management software suitable for teams of five or more, and offers an unlimited number of users. When I asked consultant Harvey Eckstein about this tool, he said, "Wrike’s blueprints are ideal for workflow management because they automate repeat tasks."
Why I picked Wrike: On top of what I learned from my conversation with Harvey, the software’s interface enables you to visualize priorities as Kanban boards, interactive Gantt charts, and traditional workload views. Wrike also features automation such as custom request forms that auto-assign tasks, push notifications, and deadline tracking.
Managers can access insightful data through KPI reports, resource management and allocation, and more. The workflow management software also offers a variety of different solutions depending on the type of team or organization, including marketing teams and professional service teams.
Wrike Standout Features & Integrations
Standout features include personalized app experience via AI Work Intelligence, user and team workload management functionality, account-wide work schedules, shareable dashboards, interactive workflow views, and more.
Integrations include Quickbooks, Skyvia, Miro, Google Sheets, Power BI, Salesforce, Tableau, and Microsoft Teams.
Pros and cons
Pros:
- In-app chat to reduce switch cost for collaboration
- Easily visualize workflow performance
- Comprehensive workflow modeling
Cons:
- High learning curve to fully utilize
- Not suitable for small organizations
Kissflow is a low-code workflow management software solution that combines projects, cases, and collaboration within its core functionality. This solution is ideal for teams or projects whose makeup, processes, or framework require flexibility.
Why I picked Kissflow: The platform is highly intuitive, requiring little to no effort to utilize. Users can either build on top of existing app categories like HR, Finance, or Procurement, or build one from scratch. The visual interface lets users drag and drop elements to create any number of apps with low-code or no coding required.
The customizable workflows and dynamic routing let users adapt when requirements change or as teams scale. Users can prioritize work and easily delegate work to team members. Users get instant notifications when an item is complete or requires action.
Kissflow Standout Features & Integrations
Features include a template marketplace that covers HR, finance, and IT so you can pick a starting point and customize the flow. It provides automated routing and escalations so you don’t have to manage manual hand-offs, as well as analytics dashboards so you can monitor workflow performance and where delays are happening.
Integrations include ActiveCampaign, Mailchimp, Adobe Sign, Docusign, Asana, Basecamp, and monday.com.
Pros and cons
Pros:
- Community feedback voting for roadmap features
- Loads of configurable workflow design features
- Built-in, holistic workflow modeling
Cons:
- Requires longer time to implement and onboard
- Not tailored for small organizations
Quixy is a user-friendly no-code business application platform that empowers users with no coding skills to automate workflows and processes. Users can assess, design, model, implement, monitor, and modify any processes using simple and efficient drag-and-drop design.
Why I picked Quixy: the workflow management platform provides dozens of pre-built workflow applications for a variety of use cases, such as CRM, project management, HRMS, travel and expense management, helpdesk and incident management, and much more. The software also offers automation options, and users can build custom workflows and processes to fit the needs of their team or department. The tool also includes capabilities for tracking project and task milestones.
The platform is listed as a Leader – Asia Pacific for No-Code Application Development on G2 and is ISO 27001 and SOC 2 Type 2 certified.
Quixy Standout Features & Integrations
Standout features include form builder tools so you can capture data tailored to your process and link it to your workflow. You also get dashboards and reporting features so you and your team can monitor workflow performance, and enterprise-grade security controls including role-based permissions, audit logs and cloud hosting.
Integrations are available via Zapier or can be custom built with Quixy's API.
Pros and cons
Pros:
- Excellent data tables and app referencing
- Workflow building requires zero coding skills
- Simple drag and drop workflow design
Cons:
- Could benefit from larger variety of app templates
- No in app collaboration with other users in the workflow
Nanonets is an AI platform that automates document processing and workflow management across industries like finance, healthcare, and logistics. It handles tasks such as data extraction, invoice handling, and accounts payable to help reduce the need for manual intervention.
Why I picked Nanonets: I selected Nanonets for its advanced AI features that simplify complex workflows through natural language processing, enabling integration with multiple applications and data sources. It supports custom Language Learning Models (LLMs), allowing for highly customizable workflows that adapt to specific business requirements, so you can create processes that are both automated and highly adaptable.
Nanonets also has a human-in-the-loop option for manual approval steps, adding an extra layer of precision to automated processes. Additionally, as a no-code platform, it also empowers users to automate workflows without any coding knowledge.
Nanonets Standout Features & Integrations
Features include insights extraction from unstructured data, GDPR, SOC 2, and HIPAA compliance, and data extraction from various documents like invoices, bills of lading, purchase orders, and ID cards.
Integrations include Quickbooks, Salesforce, Google Sheets, Dropbox, and Zapier.
Pros and cons
Pros:
- Data extraction features
- Compatible with multiple programming languages
- Simple API for easy integration
Cons:
- Compared to more advanced tools, Nanonets offers fewer customization options
- May not be suitable for more extensive machine learning projects with large datasets
Nifty is a project management app for automated workflow management. Nifty gives you the ability to manage tasks, track project milestones, communicate with teammates, create collaborative documents, and share and discuss files in a centralized workspace.
Why I picked Nifty: Nifty's Milestones feature lets you view your task progress and automate progress updates based on the completion of related tasks. You can also block tasks that are dependent on the completion of prior tasks. Nifty also lets you create recurring schedules. Nifty provides a range of tools to help teams plan, execute, and deliver projects successfully. The platform offers a visual and intuitive interface for creating and tracking tasks, managing resources, and monitoring project progress.
Nifty has a range of collaboration and communication tools, including team messaging and file sharing, to help teams work together effectively. Nifty integrates with a range of other systems and tools, including popular productivity apps, to provide a comprehensive project management solution. The platform is designed to be easy to use and accessible, making it a good option for organizations of all sizes.
Nifty Standout Features & Integrations
Standout features include a calendar view that lets you schedule tasks on a daily, weekly or monthly basis and drag them into place. You also get an overview dashboard where you and your team can see workloads, overdue tasks, and progress, and document management and file proofing capabilities so you can review and approve shared files.
Integrations include GitHub, Google Drive, Google Calendar, Slack, and Zoom.
Pros and cons
Pros:
- Unlimited guest/client accounts
- Collaboration & communication tools
- Intuitive user interface
Cons:
- Workflow automations limited to pro plan & above
- Limited integrations
Jotform Workflows is a no-code automation tool aimed at simplifying workflow management and improving approval processes for organizations. It enables users to create customized workflows that automate tasks and enhance collaboration. The tool offers features such as real-time tracking and integration with popular applications, aiding businesses in boosting efficiency and productivity.
Why I picked Jotform Workflows: In my opinion, Jotform Workflows' drag-and-drop builder is a prominent feature, enabling users to create customized workflows without any programming knowledge. This is particularly advantageous for businesses aiming to simplify complex processes like approvals, e-signatures, and payment requests.
Along with this feature, I find Jotform Workflow's automation extremely valuable, as it reduces the manual workload, ultimately enhancing efficiency and productivity. Additionally, its seamless integration with popular applications such as Google Drive and Slack promotes collaboration and ensures that workflows are interconnected across different platforms.
Jotform Workflows Standout Features & Integrations
Standout features include a visual workflow builder with elements like forms, approvals and tasks. The tool also offers conditional logic and parallel branch options so you can adapt your workflow to different paths. You also get tracking and status indicators so you and your team can see where each item is in the process.
Integrations include Square, HubSpot, Google Drive, Salesforce, Microsoft OneDrive, PayPal, and LinkedIn.
Pros and cons
Pros:
- User-friendly interface
- Wide range of templates
- Extensive customization
Cons:
- Limited offline capabilities
- Steep learning curve
Process Street is a process-driven tool that adapts well to simple workflow strategies. While Process Street doesn’t offer as much as other workflow management software tools in terms of analytics and reporting, it’s a good fit for teams with document-driven workflows. The free plan welcomes an unlimited number of users, which is a nice trade-off for being feature lite in some areas.
Why I picked Process Street: With many tools for process documentation and workflow automation, it’s a good choice for teams who want a streamlined process framework without a maze of features to get lost in.
Process Street’s approach breaks up workflow management into three chunks: handling documentation (creating, exporting, and embedding procedure documents and templates), running trigger-based workflows (for random events initiated by a trigger, such as a client onboarding), and programming scheduled tasks that run on an automated schedule. Its drag-and-drop task manager makes it easy for anyone to use.
Process Street Standout Features & Integrations
Standout features like dynamic due dates enable you to set task deadlines based on specific criteria, ensuring timely completion of workflow steps. Another valuable feature is conditional logic, which allows workflows to adapt dynamically based on predefined conditions, enhancing process flexibility.
Integrations include Google Sheets, Slack, Docusign, Salesforce, and Jira.
Pros and cons
Pros:
- Unlimited workflow checklists and templates
- Automation for onboarding/training
- Checklists utilize conditional logic
Cons:
- Missing field validation for phone numbers (emails only)
- No drag-and-drop for checklist reordering
Pipefy is a no-code workflow management platform that empowers teams to build and manage workflows with ease. By leveraging automation and AI integration, Pipefy transforms ideas into actionable processes and helps businesses improve their operational efficiency.
Why I picked Pipefy: Pipefy's process orchestration capabilities provide end-to-end management of complex workflows with full visibility and control. You can manage processes seamlessly and make sure every task is completed on time without any hiccups. Additionally, Pipefy's automation tools are a game-changer, as they let you automate repetitive tasks and connect with external systems, which frees up time for more critical work.
Another reason Pipefy stands out is its AI features, which includes built-in AI assistants that help automate tasks and improve decision-making. This lets your team focus on strategic initiatives rather than getting bogged down with mundane activities. Pipefy's governance and security features also make sure your data remains protected, which provides peace of mind as you scale your operations.
Pipefy Standout Features & Integrations
Standout features include flexible governance, which allows for tailored data protection and compliance measures to suit your organization's needs. Usage monitoring provides visibility into resource consumption, so you can manage costs and forecast demand. The tool offers integrated messaging in workflows, which improves team collaboration.
Integrations include Google Sheets, Slack, Google Calendar, Gmail, Google Drive, Salesforce, Microsoft Teams, HubSpot, Zendesk, Mailchimp, Docusign, and Pipedrive.
Pros and cons
Pros:
- Flexible access controls/permissions
- Has compliance tracking
- Good free version of software
Cons:
- Changes sometimes overwrite historical data
- No graphical workflow editor
Kintone is a customizable workflow management platform used by enterprise teams and organizations worldwide. Users can build a variety of “apps” either from scratch, using templates, or from existing spreadsheets.
Why I picked Kintone: It's easy to build a custom workflow management app—all you have to do is drag and drop elements onto the app-builder screen and click build. Elements include rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more. That flexibility in creating apps carries over to how a team adapts—Kintone’s flexible workflow management platform lets you improve workflows and adjust as needs change.
As a workflow management platform, Kintone facilitates the ability to track all facets of your teams’ workflows across all the apps you create. That data can range from individual tasks and projects to multi-step approval processes with branching conditionals.
Kintone Standout Features & Integrations
Standout features include a no-code application builder with form, table and workflow elements your team can use. You also get role-based permissions and field-level access so you can control who sees what inside each app. It offers central workspaces so you and your team can group apps, data and communications by project or department.
Integrations include Box, Dropbox, Formstack, Slack, Zapier, and Zendesk.
Pros and cons
Pros:
- Comprehensive mobile app
- Low-code customized & automated workflows
- Discounted plans for education, NGO, and government
Cons:
- Per-user storage capped at 5GB (all plans)
- Some workflows are dependent on external apps
Avaza is a versatile project and work management platform that aims to boost team productivity. It combines several key functionalities like project management, time tracking, and invoicing all in one place, which makes it a handy tool for managing your team's workflows.
Why I picked Avaza: I picked Avaza because of its project management capabilities, which include Kanban, Gantt, and list views. These options let you visualize your tasks in different formats and provide flexibility in how you manage your projects. Additionally, the resource scheduling feature is a valuable tool for making sure your team is always on the same page. It helps you allocate resources and manage your team's workload efficiently.
Another reason Avaza stands out is its robust reporting tools, which give you real-time insights into project performance so you can make informed decisions without getting bogged down in data overload. The ability to create professional quotes and invoices is another feature that adds to its appeal, as it simplifies the financial aspects of project management.
Avaza Standout Features & Integrations
Standout features include team chat, which facilitates better communication within your team and keeps everyone is aligned. The online timesheets and expense management tools make tracking hours and costs straightforward so you can keep projects on budget. Avaza's support for online payments also speeds up transactions.
Integrations include Zapier, Xero, QuickBooks, SharpSpring, Stripe, Google Workspace, Trello, Basecamp, Zendesk, Google Docs, Insightly, and Google Sheets.
Pros and cons
Pros:
- Creating and updating tasks is quick and easy
- Estimate and invoicing creation
- Robust task management
Cons:
- Less dashboard customization
- Complex time-based reporting
Cflow is a workflow automation and business process management software designed to make your team's operations run more smoothly. It caters to a variety of teams, including HR, IT, finance, and marketing, by offering tools that help organize and manage tasks effectively.
Why I picked Cflow: Cflow's document management features let you handle all your important files within the same platform. This feature is crucial because it makes sure you and your team can access and manage documents seamlessly, without switching between different platforms. Cflow's advanced routing and notifications make sure tasks are assigned and completed on time, so you can keep everyone in the loop and on schedule.
Another reason I chose Cflow is its customizable workflow templates. You can tailor these templates to fit your specific needs, which makes sure your processes are as efficient as possible. This customization is complemented by the analytics and reporting tools that Cflow offers, which let you track workflow performance and make data-driven decisions.
Cflow Standout Features & Integrations
Standout features include public and custom forms that let you personalize your workflow to meet your team's unique needs. Cflow also offers esignatures to speed up approval processes without having to rely on paper documents. The mobile app lets you manage workflows on the go and make sure you're always in control.
Integrations include Gmail, Google Tasks, QuickBooks, Microsoft Excel, Trello, Google Docs, Slack, and Zapier.
Pros and cons
Pros:
- Excellent customer support
- User-friendly rules engine
- Simple wizard-driven workflow builder
Cons:
- Graphical reports not available in mobile app
- Working with a lot of data may cause request processing
DocuWare is an enterprise content management system that helps organizations organize, manage, and store digital documents in a secure environment. It enables users to create a central repository for all digital documents related to their business operations. This allows employees to access documents quickly and securely anytime, anywhere.
Why I picked DocuWare: DocuWare allows you to store documents in multiple versions, so you can always access the most up-to-date version. All documents stored in DocuWare are digitally signed and encrypted for maximum security. It also provides tools that enable you to search for documents quickly and easily using keywords or other metadata associated with them. DocuWare comes with business intelligence tools that allow you to gain valuable insights into your operations. You can track performance data over time or generate reports based on specific criteria such as document type or date range. This helps you identify areas where improvements can be made and make informed decisions about using resources for maximum efficiency.
Additionally, DocuWare helps streamline workflows through automation, helping organizations reduce manual processing time and increase efficiency by ensuring that tasks are carried out in an organized fashion. You can set up individual tasks for different team members with flexible efforts and deadlines. Everyone involved is kept up-to-date with customized notifications when tasks are assigned, changed, or completed. When new customer orders come in, they can be automatically routed through specific departments based on predetermined criteria such as order type or customer segmentation—saving you time. Finally, DocuWare's substitution rules allow administrators to assign users as “substitutes” in the event of unavailability due to sickness or vacation, meaning that tasks and projects continue regardless of potential staff absences.
DocuWare Standout Features & Integrations
Features include intelligent indexing and OCR so you can scan, classify and retrieve documents quickly. You also get version control and audit logging so you always know who changed what and when, as well as configurable workflow rules and escalations so your team can route approvals, tasks, and reminders based on document states.
Integrations include Microsoft Dynamics, Salesforce, Microsoft Outlook, and SAP Business One
Pros and cons
Pros:
- Edocuments easy to create, send, share, remind
- Quick to implement and user friendly
- Easy integrations to hundreds of third party tools
Cons:
- Bulk forms don't notifiy inidvidual completion
- No free trial available
Studio Creatio is a no-code platform designed to enable users to build applications and automate workflows without requiring programming skills. It aids in managing workflows by offering ready-made tools for both structured and fluid processes.
Why I picked Studio Creatio: As a workflow management software, Studio Creatio features a no-code designer, which offers tools for automating workflows, creating and modifying pages, and customizing views and data models within a centralized platform. Users can design and optimize workflows with the software's visual interface without needing any coding knowledge. This drag-and-drop functionality not only simplifies the setup process but also reduces the time it takes to deploy complex workflows.
Additionally, the platform’s ability to integrate seamlessly with various databases and applications ensures teams can maintain a connected and synchronized system across all departments. Studio Creatio also has comprehensive analytics and reporting tools. These features provide real-time insights into the performance of different workflows and processes, allowing for immediate adjustments and improvements.
Studio Creatio Standout Features & Integrations
Standout features include AI-driven sales forecasting that provides predictive analytics to anticipate sales trends and let you make proactive decisions. Another unique feature is the low-code platform, which lets users customize workflows and processes without extensive programming knowledge.
Integrations include SharePoint, Jira, Calendly, Zoom, Shopify, Quickbooks, and SAP Business One.
Pros and cons
Pros:
- Highly customizable platform
- User-friendly dashboards
- No-code platform
Cons:
- UI could be improved
- Learning curve for users unfamiliar with no-code development
Other Workflow Management Software
Here are a few more tools that did not make it to the top, but are still worth your consideration.
- Camunda Platform
For BPMN workflow engine
- Jira
For agile project tracking
- ProcessMaker
For large organizations
- Next Matter
For handling cross-functional workflows
- beSlick
For improving work processes
- Ravetree
For integrated work management
- Admation
For marketing-specific projects
- WorkflowGen
For adaptive workflows for digital ecosystems
- Metatask
For repeatable business workflows
- Gain
For approval workflows
- Pneumatic Workflow
For process automation
- Lytho
For built-in DAM
- Unito
For collaboration across multiple tools
- Formstack
For workflow library
- GanttPRO
For Gantt workflows
- ClickUp
For free plan
- Lucidchart
For diagramming
- Celoxis
For enterprise-grade workflow system
- Bynder
For creative asset workflows
- SysAid
For internal service departments
Related Workflow Management Software Reviews
- Approval Workflow Software
- Free Workflow Software
- Workflow App
- Document Workflow Software
- Process Workflow Software
- Workflow Diagram Software
Selection Criteria For Workflow Management Software
When selecting the best workflow software, it's essential to focus on functionality and how well the software meets specific use cases crucial for streamlining project activities. Based on my personal experience with trying and researching these tools, here are the criteria I use to evaluate them, incorporating features that address common and unique project management challenges.
Core Workflow Management Software Functionality (25% of final scoring):
Common features for workflow management software typically include automation, collaboration tools, real-time notifications, customizable workflows, reporting and analytics, integration capabilities, task tracking, and security measures. To be considered for inclusion on my list of the best workflow applications, the solution had to support the ability to fulfill common use cases:
- Task and project tracking
- Collaboration and document sharing
- Workflow automation
- Integration with other business tools
- Reporting and analytics for decision-making
Additional Standout Features (25% of final scoring):
Identifying unique features such as AI-driven capabilities, advanced resource planning, and predictive analytics that are not offered by the competition.
I explore and test for innovative functionalities like ClickUp's use of mind maps for brainstorming and project planning or how Zoho Projects incorporates issue tracking and sprint planning for agile teams.
Usability (10% of final scoring):
Evaluating the balance between powerful features and user-friendly design. Workflows software should offer intuitive navigation and a clean interface. Important aspects include drag-and-drop scheduling tools, easy-to-use task filtering, and tagging interfaces for efficient project organization.
Onboarding (10% of final scoring):
Assessing the ease of onboarding with resources like Asana's interactive product tours and extensive template library for quick project setup is crucial to flattening learning curves.
The availability of comprehensive training materials, such as video tutorials, webinars, and a knowledge base helps teams to quickly migrate and start realizing value from the platform.
Customer Support (10% of final scoring):
Looking for responsive and accessible support channels, including live chat, email support, and community forums. Effective customer support ensures users can resolve issues swiftly.
Value For Money (10% of final scoring):
Comparing pricing plans against features offered to determine the overall value. This includes examining tiered pricing models, free plan limitations, and scalability for growing teams. Wrike's flexible pricing and feature set offer significant value for diverse team sizes and needs.
Customer Reviews (10% of final scoring):
Analyzing feedback from users across various industries to gauge satisfaction levels, ease of use, and how well the software meets their project management needs. Positive reviews can highlight strengths such as Notion's versatility in handling notes and tasks within the same platform, while negative reviews may point out areas for improvement.
Through these criteria, I aim to provide a balanced and detailed evaluation of workflow and process management software, focusing on how well each tool supports essential project management functions and delivers value to its users.
How to Choose Workflow Management Software
With so many different workflow management software solutions available, it can be challenging to make decisions on what workflow management software is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting workflow management software consider:
- What you want to use it to do - Start by identifying the workflow management software feature gap you're trying to fill to clarify the features and functionality the workflow automation software needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who will be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be your team or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all, or speed for your workflow management software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM or HR software. You'll need to decide if the tools will need to integrate together, or alternatively, if you can replace multiple tools with one consolidated workflow management software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare workflow management software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends In Workflow Management Software For 2025
In 2025, workflow approval software continue to evolve rapidly, driven by the need to streamline work, enhance productivity, and reduce inefficiencies and errors in project processes. This evolution is characterized by several key trends and features that I outline next.
- Customization and Flexibility: A significant emphasis on customization and flexibility to allow users to tailor the work flow management system to their specific project needs. Tools like Kintone and monday.com offer extensive customization options, from creating custom workflow apps to utilizing a wide array of templates for various project types, highlighting the importance of adaptability in workflow management software.
- Integration and Automation: Since it is very difficult to create a tool that does everything well, vendors are investing in enhanced integration capabilities and automation features, enabling seamless connection with other tools and the automation of repetitive tasks. Digital workflow automation solutions like Pneumatic Workflow and Flokzu provide robust integration options and the ability to automate workflows, demonstrating the push toward making workflow management more efficient and less prone to error.
- Enhanced Security Measures: As society leans more into data privacy and security, there will be a heightened focus on security measures within data workflow tools, especially for industries with strict regulatory requirements and data privacy laws like GDPR.
These trends reflect the broader shift in project management towards more agile, responsive, and data-driven approaches.
What Is Workflow Management Software?
Workflow management software is a digital tool designed to automate, streamline, and optimize the various processes and tasks within an organization. It helps teams create structured workflows, assign tasks, track progress, and streamline handoffs between people or systems. Project managers, operations leads, and cross-functional teams use it to reduce manual errors, increase accountability, and boost efficiency.
Types Of Workflow Management Software
Workflow management software comes in various forms, each tailored to different industries and needs. From a free workflow tool to industry-specific business workflow tools, here's a look at the main types of workflow management software available today:
General Workflow Management Software
These tools cater to a wide range of business processes across various industries, offering versatile solutions that enhance overall efficiency and streamline operations.
- Free Workflow Software: Provides essential features at no cost, offering a cost-effective starting point for small businesses or teams with basic workflow needs.
- SaaS Workflow Software: Cloud workflow management solutions that are easy to deploy and scale, popular for their accessibility, cost-effectiveness, and regular updates across various industries.
- Enterprise Workflow Systems: Comprehensive workflow systems for handling complex, large-scale operations within big organizations, offering advanced features like process mapping, analytics, and extensive integrations.
- No-Code Workflow Automation Systems: Allows users to create and automate workflows without programming knowledge, popular among non-technical teams for rapid setup and adaptability.
Industry-Specific Workflow Management Software
These tools are tailored to meet the specific needs and requirements of various industries, ensuring optimized company workflows and enhanced efficiency within their respective fields.
- IT Workflow Management Software: Designed specifically for IT departments, these tools help manage tasks like ticketing, incident response, and change management, integrating with other IT systems to ensure smooth IT workflows.
- Healthcare Workflow Software: Streamlines patient management, appointment scheduling, billing, and compliance tracking, essential for medical practices, hospitals, and clinics.
- Construction Workflow Software: Manages project timelines, resources, subcontractor workflows, and compliance requirements, helping construction managers keep projects on track and within budget.
- Legal Workflow Software: Assists law firms in managing case files, client communications, billing, and document approval processes, enhancing productivity and compliance with legal standards.
- Marketing Workflow Software: Tailored for marketing teams to manage campaign workflows, content approvals, project timelines, and client management workflows, improving collaboration and execution of marketing initiatives.
- HR Workflow Software: Automates recruitment, onboarding, employee management workflows, and performance reviews, essential for HR teams to streamline processes and improve the employee experience.
- Finance Workflow Software: Automates invoice processing, expense approvals, and financial reporting, enhancing accuracy and efficiency in financial operations.
- Manufacturing Workflow Software: Focuses on production planning, inventory management, quality control, and compliance tracking, optimizing production processes and maintaining quality standards.
- Sales Workflow Software: Optimizes sales processes by helping manage leads, track progress through the sales funnel, and automate follow-ups, essential for enhancing sales performance.
Choosing the right workflow management software—whether industry-specific or general—can significantly enhance operational efficiency, streamline processes, and support the unique needs of your business.
Features Of Workflow Management Software
Selecting the best workflow app is crucial for delivering projects on time, within budget, and without costly errors. The best tools not only streamline project workflows but also ensure that every task progresses smoothly toward completion.
Here, I outline the most important features to look for in workflow management software that can help achieve these goals.
1. Automation of Repetitive Tasks: Simplifies routine activities, reducing manual errors and freeing up team members to focus on more complex tasks. Automation ensures consistency in task execution, critical for maintaining project quality and reducing rework.
2. Real-time Collaboration: Facilitates instant communication and document sharing among team members. This feature ensures continuous improvement through feedback loops and helps in delivering error-free outputs by incorporating stakeholder feedback effectively.
3. Integration Capabilities: Seamlessly connects with other tools used by your team, such as email, calendars, or CRM systems. Integration streamlines processes, ensuring that information flows smoothly between different platforms and reducing the risk of errors.
4. Visual Workflow Builders: Allows teams to tailor the workflow service to fit their specific project needs. Customization is key to adapting the tool to your project's unique requirements, thereby enhancing efficiency and reducing the likelihood of mistakes.
5. Task Prioritization and Management: Helps teams understand what needs to be done and by when. Effective task management ensures that critical path items are completed on time, directly impacting the project's overall timeline and success.
7. Security Measures: Protects sensitive project information, a must-have for compliance and data protection. Robust security features prevent unauthorized access and data breaches, safeguarding project integrity.
8. Data Analytics and Reporting: Offers insights into project performance and bottlenecks. Analytics help in making informed decisions quickly, identifying areas for improvement, and ensuring projects stay on track.
Choosing workflow management software equipped with these features can significantly impact a project's success. By automating routine tasks, enhancing collaboration, and providing critical insights into project performance, teams can work more efficiently, make informed decisions faster, and ultimately meet project deadlines with fewer errors and less need for costly rework. The right tool not only streamlines the workflow but also becomes a catalyst for delivering superior project outcomes.
Benefits Of Workflow Management Software
Workflow management software has become an indispensable tool for project managers and organizations aiming to enhance efficiency, reduce costs, and improve project outcomes. By streamlining processes and automating routine tasks, these tools offer a range of benefits that can transform how projects are managed.
Here are five primary advantages of using workflow management software:
- Enhanced Efficiency: Automates and streamlines routine processes. This benefit allows users to focus on more critical aspects of their projects, significantly reducing the time spent on manual tasks and speeding up project delivery.
- Improved Collaboration: Centralizes communication and project documentation. Teams can work together more effectively, with all members having access to the latest updates and documents, which ensures that everyone is on the same page and reduces misunderstandings or errors.
- Greater Visibility: Offers real-time insights into project progress and performance. This visibility enables project managers to make informed decisions, anticipate potential bottlenecks, and adjust resources or timelines as necessary to stay on track.
- Increased Accountability: Tracks tasks and responsibilities clearly. By defining who is responsible for each task and monitoring progress, workflow management software helps ensure that all team members are accountable for their contributions, leading to more consistent project outcomes.
- Scalability: Adapts to the needs of projects of any size. Whether managing a small team project or overseeing multiple large-scale initiatives, workflow management software can scale to accommodate the complexity and scope of any project, making it a versatile tool for organizations of all sizes.
Adopting workflow management software can lead to significant improvements in project execution and outcomes. These tools not only facilitate a more organized and efficient approach to project management but also empower teams to deliver their best work through enhanced collaboration, visibility, and accountability.
5 Workflow Management Best Practices
Implementing workflow management best practices is essential for streamlining operations, enhancing team collaboration, and ensuring continuous improvement. Here’s how to optimize workflows effectively to make the most out of your software:
1. Define Clear Objectives and Outcomes
Establishing specific goals ensures that all team members understand the desired outcomes and align their efforts accordingly. SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals should be developed for each workflow, and these objectives should be communicated clearly across the team to maintain alignment and clarity.
2. Map and Analyze Current Processes
Understanding existing workflows is crucial for identifying inefficiencies and areas for improvement. Process mapping tools can help you create detailed visualizations of current workflows, making it easier to pinpoint bottlenecks. Regular workflow audits should be conducted to assess performance and refine processes where necessary.
3. Leverage Automation Strategically
Automation plays a key role in reducing manual effort, minimizing errors, and freeing up time for high-value tasks. Identifying repetitive tasks that can be automated, such as routine communications and data entry, ensures efficiency gains. Workflow automation software should be integrated with existing systems to create a seamless operational flow.
4. Integrate Systems for Seamless Data Flow
A well-connected system prevents data silos and eliminates the need for manual data transfers between platforms. Choosing workflow management software with strong integration capabilities ensures a smooth exchange of information between different tools. It is also important to periodically review and update integrations to accommodate new technologies or changes in processes.
6. Implement Continuous Monitoring and Improvement
Ongoing evaluation allows you to adapt workflows based on data insights and feedback. Establishing key performance indicators (KPIs) helps track workflow efficiency, while your team's input provides qualitative insights that can inform necessary improvements. Reviewing workflow analytics and making iterative adjustments ensures that processes remain effective over time.
Optimizing workflow management requires a combination of clear goal-setting, process analysis, automation, system integration, and continuous monitoring. However, implementing these best practices is much easier with the right software. The best workflow management software provide automation, real-time collaboration, seamless integrations, and data-driven insights to keep processes running smoothly.
Costs & Pricing For Workflow Management Software
One of the most important aspects of selecting an online collaboration tool is understanding the different pricing plans available. Workflow management tools typically offer different tiers to cater to the varying needs of businesses, from small startups to large enterprises. These usually include a core set of features with additional capabilities provided in higher tiers to support more complex project management needs.
While it might seem that the only relevant prices are those attached to your chosen software, it's still a good idea to understand pricing trends across the market. This can help ensure that you don't pay for features you don't need or overpay for common features.
Below is a table summarizing common plan options, their average pricing, and the features included in each:
Plan Comparison Table For Workflow Management Software
| Plan Type | Average Price | Common Features Included |
|---|---|---|
| Free | $0 | Task management, basic reporting, limited integrations, team collaboration tools |
| Basic | $5-10 per user/month | Enhanced task management, additional integrations, more storage, support via email |
| Standard | $10-20 per user/month | Full project management suite, advanced reporting, unlimited integrations, priority support |
| Premium | $20-30 per user/month | Resource management, time tracking, advanced security options, personalized onboarding |
| Enterprise | Custom pricing | Custom features and integrations, dedicated support, enterprise-grade security, data analytics |
When selecting a plan, consider the size of your team, the complexity of your projects, and the level of support you might need. Each plan is designed to meet different needs, ensuring there's a fit for every type of user. Moreover, the right workflow management software should not only address your current requirements but also scale with your organization's growth.
For instance, the Free option is ideal for small teams or individuals who want to explore the basics of workflow management without a financial commitment. As needs grow, upgrading to a Basic or Standard plan can provide more productivity and collaboration tools. Premium plans offer comprehensive features for complex project management needs, while Enterprise plans deliver customizable solutions for large organizations with specific requirements.
Common stages where your company may want to upgrade its pricing plan include:
- Increased Team Size: As the company grows and hires more employees, the need for additional user licenses and collaboration features increases.
- Expanded Project Volume: When the number of projects and tasks significantly increases, the company may require advanced project management features, such as enhanced reporting and automations.
- Advanced Reporting and Analytics: As the company matures, there is often a greater need for detailed reporting and analytics to track performance, productivity, and project success.
- Integration Needs: With growth, companies often start using more tools and systems, necessitating more integrations with other tools like CRM, accounting, or communication platforms.
- Enhanced Security and Compliance: As companies handle more sensitive data and face stricter regulatory requirements, they may require access to more security features, compliance support, and better data protection.
Ultimately, the right workflow management software plan should offer the features you need at a price that works for you. If you're going to invest your time and energy searching for the right tool, it should be worth it!
New & Noteworthy Product Updates
Below you’ll find our release notes and take on the latest and greatest workflow management software product updates. Discover what’s now possible through feature releases, improvements, and updates on web, desktop and mobile apps. Learn what’s new, if it’s hot - or not, and why it matters for managing workflows.
Q1 2025 HotOrNot Workflow Management Software Updates
monday.com Update Notes

The API analytics dashboard helps Enterprise users monitor and optimize API usage. Accessible via the Developer Center or Admin tab, it provides insights into daily API consumption, usage trends, and top contributors. This makes it easier to manage API interactions and stay within plan limits.
Key widgets offer real-time tracking and historical trends. The "Current API usage" widget shows the number of calls made versus the daily limit, while the "Daily API usage trends" widget tracks API activity over the past 14 days. These insights help users anticipate and adjust their API needs efficiently.
Additionally, the dashboard highlights top contributors to API usage. The "API usage by top users" and "API usage by top apps" widgets reveal which users and applications generate the most API calls. This visibility enables teams to identify resource-heavy activities and optimize their API strategy effectively.
Verdict: HOT! This is a side of SaaS that is often overlooked but a crucial one if you have automations in place. A win for transparency 🙂
Miro Update Notes

This one is a quick update. Miro has had collaborative docs for a while. However, these documents were never truly collaborative as they were missing a key component: mentioning people.
With this new update, Miro users can now @ mention someone in a doc to alert them of a task they need to complete or input they need to provide. As an add-on to this feature, going over someone’s name in a doc will show a user chip with summarized information about the person, such as their full name and email address. Very similar to the user chips you get from email platforms.
Verdict: NOT. Although this is an important feature to make docs fully collaborative, it is one where Miro is playing catch up with its competitors.
Quickbase Update Notes

On March 31, Quickbase is introducing AI-powered product help, a feature designed to streamline your Quickbase experience so you can access in-depth product knowledge and help resources through natural language conversation.
With product help, you can get continuous conversational help through responses that remember the context of your queries. By pulling resources from the Quickbase help center and integrating insights from user feedback, product help ensures that responses are both accurate and highly relevant to your specific needs.
Verdict: HOT! This update is the kind of AI application that all tools should be moving to. Other tools have made this move, but opted for a chatbot that kind of sits on top of the UI. I love that this bad boy is part of the tool itself.
Kissflow Update Notes

Kissflow has introduced an AI-powered formula builder designed to simplify the creation of complex formulas for its users. This enhancement allows users to input prompts in plain English, enabling the AI to generate the corresponding formulas automatically. This intuitive, AI-driven experience eliminates the learning curve for citizen developers, making the entire process faster and more accessible to everyone.
Moreover, the AI evaluation feature enables users to test and refine their formulas instantly. This feature allows users to auto-evaluate their logic using editable sample data, complete with input fields and output results. This makes it easy to fine-tune formulas on the spot, ensuring they work perfectly before going live. Clear descriptions for formulas are also provided, offering real-time explanations of what each formula does within the AI-powered space.
Verdict: HOT! Goodbye to the days where you spend an entire day trying to finesse a formula only to find out that you broke something else.
Quixy Update Notes

Users can adjust workflows dynamically by shifting cards between stages based on priorities and dependencies.
This system ensures flexibility, as users can define custom stages like "To Do" or "In Progress" to match their specific process needs. Each card holds key details and allows direct actions, making interactions seamless. With real-time tracking, Kanban View highlights bottlenecks and helps teams balance workloads to improve efficiency.
Additionally, its visual nature supports continuous process improvement. By analyzing where tasks slow down, teams can optimize their workflows, ensuring a smoother, more effective operation.
Verdict: NOT. Even though this is a great step in making Quixy a better project management tool for more teams, Kanban has become an expected feature in any product.
Workflow Management Software Frequently Asked Questions
Find answers to common questions other people ask about this topic.
What problems does workflow management software solve?
Workflow management software helps to solve several problems often encountered in project management. These include:
- Lack of Transparency and Visibility: The software offers a visual representation of the workflow, ensuring that everyone knows their respective roles and the progress of each task.
- Inefficiency and Delays: It helps to streamline and automate repetitive tasks, reducing the time taken to complete processes and increasing productivity.
- Error Prone Manual Processes: By automating workflows, the chances of errors that are common in manual processes are significantly reduced.
- Inconsistency in Workflows: It aids in standardizing workflows, ensuring tasks are carried out in a consistent manner irrespective of the team member handling them.
How do project managers track progress with workflow management software?
Project managers track progress using real-time dashboards, task boards, Gantt charts, and automated status reports.
These tools let you see what’s complete, what’s in progress, and what’s behind schedule at a glance. You can quickly drill into bottlenecks, reassign work, and keep everyone aligned without chasing status updates over email.
How can workflow management tools help identify and prevent project bottlenecks?
Workflow management tools help you spot bottlenecks by providing visual task flows and alerts for overdue tasks. You’ll see where tasks pile up and which stages slow down your teams.
Once you spot those bottlenecks, you can use built-in analytics to review common blockers, redistribute workload, and adjust workflows to avoid recurring delays.
What does workflow software do?
Workflow software helps automate task assignment, manage approvals, and standardize repeatable processes. With it, tasks get routed automatically, files and updates are in one place, and you can easily adjust priorities as project needs change.
It varies by tool, but most workflow software are made to help you perform these functions:
- List tasks and organize them (hierarchically, by temporal order, by project, by tag, etc)
- Map dependencies between tasks
- Set deadlines for tasks and monitor them over time
- Create diagrams that show the sequence of tasks in a drag-and-drop interface
Which are the two primary ways to coordinate project workflows?
Use case 1: Coordinating people-centric workflows
This use case focuses on organizing people by bringing their tasks, files, status updates, and comms into one place, with a clear structure to the flow of work.
This is often the case in businesses including:
- Digital agencies, development agencies, creative agencies, etcetera
- Project and product teams or departments within companies
- Professional services companies
If you’re among these users, the type of workflow software that’s most useful for you will usually be focused on:
- Collaboration
- Scheduling
- File sharing
You also will want all these features in a no-code environment that simply organizes your business processes in a central place. Most of the products in my list here fall into this category. You can also explore business process management (BPM) tools that help streamline people-centric workflows with structured process design.
Use case 2: Coordinating system-centric workflows
This use case focuses more on connecting business processes or systems together, integrating their functions and tech systems to create a unified workflow.
This is more common in enterprise companies, as well as in sectors including:
- IT and software
- Manufacturing and logistics
- Transportation
If you’re among these users, the type of workflow software that is most useful is often an enterprise-grade solution. At the very least, you need access to a REST API and SLA manager to help you orchestrate across multiple systems.
At this level, though, many companies may go beyond a workflow SaaS product and use an Integration Platform As-A-Service (iPaaS) such as Make (formerly known as Integromat) offering connectors to unify their business process systems.
What training is required for employees to use workflow management software effectively?
For effective use of workflow management software, employees need a mix of general and tool-specific training. You can start with a foundational session, using materials such as our Beginner’s Guide to Workflow Management, to establish the principles of workflow management and set the context. Then, move on to hands-on training with the specific software—this should cover navigation, features, and how to manage tasks within the software. Be sure to include scenario-based exercises that mirror real work processes.
Moreover, periodic refresher courses and advanced training for power users can really help in optimizing the use of the tool. This approach ensures that everyone is comfortable and proficient, ultimately enhancing productivity and adoption.
What are common challenges in implementing a workflow management process?
Implementing a workflow management process can be tricky. Some common challenges include:
- Resistance from team members, especially if they’re comfortable with the old ways of doing things.
- Aligning the new system with existing processes and ensuring it actually meets the team’s needs.
- Gaps in the initial planning once the system goes live.
- Ensuring everyone is up to speed and proficient with the new tools.
- Continuous monitoring and tweaking the system based on feedback and performance can demand a lot of attention initially.
Navigating these challenges effectively is key to harnessing the full potential of a new workflow management system, ensuring it enhances productivity and meets the evolving needs of your team. It’s about finding that balance between structure and flexibility.
How can workflow management be optimized in a multi-departmental organization?
Optimizing workflow management in a multi-departmental organization requires:
- Creating standardized processes
- Setting clear ownership
- Using role-based permissions
Start by mapping out every department’s typical workflow and identifying handoff points between teams. Then, use workflow management software to create shared templates with clear steps and owners. Finally, set up role-based permissions so each team sees only what’s relevant but can collaborate on cross-functional projects.
Remember to schedule regular sync meetings to review shared tasks and resolve blockers early. Use automation to assign tasks across departments and trigger alerts if deadlines slip. Finally, gather feedback from each department to adjust and improve your workflows, so everyone works together smoothly.

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