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ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2022. Learn more about ClickUp
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. Learn more about ClickUp

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
HighGear empowers everyday business users to build secure enterprise-grade workflow applications in hours or days without any code. Learn more about HighGear
HighGear—the leading, enterprise-grade no-code workflow management platform. Everyday business users can build custom workflow applications for teams of 25 to 25,000, without writing code. Industries such as financial services, energy and government rely on HighGear to quickly and radically streamline operations, improve visibility and meet compliance requirements. Learn more about HighGear

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Asana is the easiest way to organize and manage all of your team's work. See why 9,000+ customers give Asana 4.5 out of 5 stars. Learn more about Asana
Asana is a workflow management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 114,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
monday.com Work OS is the fully customizable, collaborative, no-code work management platform built to optimize all types of workflows. Learn more about monday.com
Build your ideal workflow and achieve more, with the help of monday.com Work OS. Automate all mundane, repetitive tasks such as reminders and status updates, so you and your team can focus on essential work. Assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team so everyone is aligned and up-to-date on priorities. monday.com Work OS is the fully customizable, no-code work management platform built to optimize all types of workflows. Learn more about monday.com

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Wrike is a workflow management software with custom workflows, shared dashboards, Gantt charts, Kanban boards, and automated approvals. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
LiquidPlanner's transformative project management uses predictive scheduling to dynamically adapt to change and manage uncertainty. Learn more about LiquidPlanner
LiquidPlanner is a project management solution for teams that want to plan, predict, and perform beyond expectations. It’s a new way to align your people, projects and priorities to ensure the right people are working on the right things at the right time. Predictive scheduling dynamically adapts to change and manages uncertainty, so you always know in real-time when work will be done. Rated the best software for complex projects by PC Magazine, smarter planning is a click away. Learn more about LiquidPlanner

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Zoho Creator is a workflow management software that helps you automate and digitze all aspects of your business. Learn more about Zoho Creator
A workflow automation software to create custom workflows, streamline communication, and automate routine tasks efficiently to manage your business. Build complex workflows with Creator's drag-and-drop interface. The rich suite of features, like integrations, multi-platform support, access controls, and guided scripting, makes it easier to design and automate workflows for every process. Learn more about Zoho Creator

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
From HR to Finance, Marketing to CS, automate your workflow and boost your operational efficiency with Pipefy, a no-code platform. Learn more about Pipefy
Improve team efficiency with Pipefy’s workflow automation software. The tool makes it easy to integrate, automate, and boost your operational efficiency in departments like HR, Finance, Marketing, and CS, among others. Pipefy’s intuitive platform enables you to centralize and streamline your workflows by automating manual tasks, connecting processes, and creating standards on a no-code platform. See how Pipefy can transform the way you manage workflows. Get started for free. Learn more about Pipefy

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Jira is a fully-featured workflow management tool for teams planning and building great products. Learn more about Jira
Jira is the workflow management tool for teams planning and building great products. Thousands of teams choose Jira to capture and organize issues, assign work, and follow team activity. At your desk or on the go with the new mobile interface, Jira helps your team get the job done. Learn more about Jira

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Think about it. Build it. Kintone's visual application builder lets you create and customize enterprise apps, zero coding required. Learn more about kintone
Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process. Learn more about kintone

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Grow your business and scale your operations in a faster and more intelligent way with PandaDoc workflow automation software. Learn more about PandaDoc
Want to speed up your workflow management? With PandaDoc, you can improve the workflow performance of every department to keep your business moving forward. Create, send, track, eSign, and store all of your business's documents in one place with PandaDoc. Perfect for Marketing, Sales, HR, Operations, IT, Legal, and Product teams of 10+ people. Build a more scalable sales organization with PandaDoc document workflow automation software. Learn more about PandaDoc

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
A no-code application platform that empowers you to create smooth real-time workflows from the field to the office. Learn more about ProntoForms
Our enterprise-grade field team platform empowers you to create smooth real-time workflows from the field to the office. Seamless integration enables instant distribution to and from your existing business systems. One single form submission can trigger automatic task assignments to a field worker, notify a supervisor of an inspection fail, or populate custom documents. The possibilities are limited only by your imagination. Learn more about ProntoForms

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Connecting all parts of project management data and giving insights to build seamless workflows. Learn more about Forecast
With Forecast, teams of 20+ people can scale up their productivity by customizing their workflows to match the team or project needs. Whether you work with simple Kanban boards, or you prefer a visual timeline or calendar view, Forecast has it all. The AI-powered platform improves your workflow by offering an integrated solution that connects people, projects, and profits for seamless collaboration and workflow optimization. Learn more about Forecast

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place. Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
OnTask helps you automate & manage processes by creating, routing, reviewing, signing, and approving forms and documents in a workflow. Learn more about OnTask
Your business, simplified. OnTask is a cloud-based, no-code workflow automation solution that allows you to take control of forms, documents, and processes at your business. OnTask gives visibility into vital processes, reduces time spent on paperwork, and keeps teams connected regardless of remote work. HIPAA, SOC2, and FERPA complaint; OnTask is a secure way to gather customer data, fill forms, automate workflows, generate reusable documents, and collect legally binding signatures. Learn more. Learn more about OnTask

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Build workflows that establish consistency, reliability, and reduce latency. Learn more about Mavenlink
Discover the top workflow management solution purpose-built for services businesses with 50 to 5000+ employees. With Mavenlink, you can connect with existing systems, empower your teams, and infuse agility into your work with Mavenlink M-Bridge, a first in professional services. Mavenlink’s M-Bridge will enable your technology to work how your business works, leveraging your unique business processes so that your people can focus on what they do best. Learn more about Mavenlink

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Our online diagramming application makes it easy to create and share workflow diagramss. Learn more about Lucidchart
Visualize and improve your business processes using Lucidchart's workflow software. Create easy-to-follow workflow diagrams in minutes with our template library. From system design to brainstorming to project management, we support all of your communication and collaboration needs. That's why millions of users choose Lucidchart. Learn more about Lucidchart

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Configure unlimited workflows, tailoring each service and repair process to the operational need, product type, customer, or program Learn more about ServiceManager
ServiceManager is a cloud-based, comprehensive service management platform that is fully configurable for any business managing the after-sales service and repair of products in any industry. It provides a configurable workflow management system and a powerful set of reporting tools. Whether ServiceManager is implemented as a point solution or used to support end-to-end returns, service and repair, the platform enables seamless workflow and reporting across the entire service organization. Learn more about ServiceManager

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Kissflow Workflow is the #1 Workflow Software that supports both Structured Workflows and Unstructured Workflows Learn more about Kissflow Workflow
Kissflow Workflow is the #1 End to End Workflow Software that supports both structured workflows (process/bpm) and unstructured workflows (case management). Kissflow Workflow is a no-code platform where anyone can create an automated process, build a task board, handle a case flow, and collaborate on work topics, all in one intelligent and easily integrated platform. Learn more about Kissflow Workflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool. Learn more about Connecteam
Connecteam's workflow management app is the easiest way to manage all employees with a single tool: Custom checklists, forms, & reports to be filled out from mobile; shift scheduling with notes, jobs dispatching with templates, drag & drop function; GPS time clock; private or company chat; in-app employee directory for all work contacts; updates; employee engagement with live polls; a suggestion box & surveys; online training, custom libraries, share files, manage tasks & more, all in one app! Learn more about Connecteam

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
BIC Process Design offers all features for modeling, visualization, execution, analysis and optimization of business and IT processes. Learn more about BIC Platform
BIC Process Design delivers all-encompassing business process management. Thanks to its intuitive design, users quickly start with process modeling and manage the full process cycle up to the optimization. The software offers extensive features for governance and document management as well as review and release workflows. With its modular setup, BIC Process Design is adaptable to your needs. It can be operated either as a Public Cloud, Private Cloud or On Premises. Learn more about BIC Platform

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
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TeamTracks

TeamTracks

(0) Canada Local product
TeamTracks is a no-code platform for defining & automating custom team processes and the business data objects they track and manage. Learn more about TeamTracks
TeamTracks is a no-code platform for defining & automating custom team processes and the business data objects they track and manage. TeamTracks is a new approach to business process management that is based on data rather than flowcharting. TeamTracks allows you to define any and all business data objects used in a team process and track them with full custom data, workflows, and automations. Gather, organize, and track the data your team uses in their processes all with role-based access. Learn more about TeamTracks

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Teamwork is the only platform built for scaling client work. Learn more about Teamwork
Teamwork is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate chaos, and understand profitability, all in one platform. Teamwork has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. Learn more about Teamwork

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
ProWorkflow puts you in charge of your workflow management with mobile work options, comprehensive reporting, and easy file sharing. Learn more about ProWorkflow
Take control of workflow management with ProWorkflow. ProWorkflow delivers intuitive and powerful tools like easy file sharing, comprehensive reporting, mobile work options, a quotes manager, an invoice manager, and a clear dashboard that gives you complete visibility over projects, teams, and resources. File sharing, data security, free onboarding, and exceptional user support complete the package. Learn more about ProWorkflow

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Automate repetitive tasks and multi-step business rules using HappyFox Workflows. Learn more about HappyFox Workflows
HappyFox Workflows is an advanced workflow automation solution, designed to expedite business processes, improve organization-wide productivity, and reduce human errors. Our intuitive builder lets you build complex workflows across multiple applications like Salesforce, Happyfox, Zendesk; all by yourself, without any coding expertise. You can create sophisticated workflows with approvals, forms, data extractions, conditions, field updates, and many other advanced features. Learn more about HappyFox Workflows

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
Document workflow leverages the secure FileHold document repository to securely distribute the right documents to the right people. Learn more about FileHold
For large companies; workflow is a part of FileHold Document and Records Management software that must also be purchased. FileHold provides a secure, centralized, audited, version controlled and searchable document repository. Invoices, purchase requests, travel expenses, etc. can be taken from the library and put into a review or approval process. Workflow is triggered automatically when a document is added to the library. Mobile device support from anywhere there is access to the internet. Learn more about FileHold

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way. Learn more about Trello
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a living, breathing project hub of cross-team collaboration no matter where your work needs to happen. Trello brings joy to teamwork by making it transparent and easily shareable across boards and teams. Learn more about Trello

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
TrackVia improves workflows by helping anyone to turn processes into apps that automate tasks, streamline work, and centralize data. Learn more about TrackVia
TrackVia is the most-trusted way for IT and business people to rapidly build web and mobile apps to automate and streamline any workflow or process, no matter the industry. Build an app with drag-and-drop ease or add code to standardize work on any device, in any location, even when offline. Integrate apps with clicks into any system to centralize data for real-time visibility and improved productivity. Get the complete data picture, make better decisions, and move work with speed and accuracy. Learn more about TrackVia

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
Weever is a comprehensive Workflow Management Platform that enables Digital Transformation. Work Better and Grow Faster with Weever. Learn more about Weever
Starting at $199/month for unlimited users per site, Weever is a comprehensive Workflow Management Platform that enables digital transformation towards the ultimate goal of Operational Excellence. Weever’s highly intuitive platform dramatically improves visibility, accountability, engagement and efficiency through enhanced digital data capture, accelerated workflow & project management, and insightful, real-time reporting. Learn more about Weever

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
GW Apps combines the intuitive nature of No-Code with the power of an enterprise grade application platform. Learn more about GW Apps
GW Apps combines the intuitive nature of No-Code with the power of an enterprise application platform. It offers a visual, quick, and secure way for IT and line of business employees to build the customized apps they need to better manage their business. Design your app from scratch or use a template to get started. Worried about transferring your data from an older system? Don't be. GW Apps is perfect for upgrading legacy applications including Lotus Notes, FileMaker and Microsoft Access. Learn more about GW Apps

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
A comprehensive workflow management tool for creative review and approval and digital asset management. Learn more about Widen Collective
Streamline your creative workflow with the Widen Collective, a comprehensive online proofing and digital asset management management (DAM) solution. Manage the complete content lifecycle from work review and approval to asset management and distribution. Integrate with your project management tool of choice for complete workflow management. Request a demo to see it in action. Learn more about Widen Collective

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Prestavi makes it easy for customers, vendors and employees to follow business processes in a step by step format. Learn more about Prestavi
Prestavi makes it easy for customers, vendors and employees to follow business processes in a step by step format. Build custom workflows with a simple yet powerful drag and drop editor. Experience the joy of great software. Guarantee that customers, vendors and employees always goes through the intended processes. Learn more about Prestavi

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
GoodDay is a work management platform for project, task, product, time, and team management and productive, transparent collaboration. Learn more about GoodDay
GoodDay is a work, project, product, task, time, and team management platform that gives organizations the best tools for high-level planning, aligned with their day-to-day work, and for continuous improvement of all processes based on transparency, accountability, agility, and recognition. Learn more about GoodDay

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Intellect workflow is can be easily modified by drag-and-drop technology. Learn more about Intellect
Intellect offers dynamic workflow as part of its Business Process Management (BPM) solution, a no-code platform for digital transformation and automation. Our vision is to "empower everyone to innovate" by offering an award winning BPM platform that enables non-programmers to use drag-and-drop technology to develop forms, workflows, and reports. Learn more about Intellect

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Nifty is the all-in-one workflow management platform to keep people, projects, and functions aligned with automated progress reporting. Learn more about Nifty
Nifty is the all-in-one workflow management platform to keep people, projects, & functions aligned. With chat, tasks, goals, docs, and files all in one place — Nifty lets your team focus on actual work instead of juggling tools. Nifty reduces project development cycles and improves team productivity by combining all of the important features of workflow management into one software. The end result is milestone-driven progress automation that keeps everyone across your organization aligned. Learn more about Nifty

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Strategy Getting Lost In Translation? Cascade is the only strategy platform you'll ever need. Plan, manage & track all-in-one! Learn more about Cascade Strategy
Cascade is a new way to run your organization providing a suite of seamlessly integrated strategy modules, all designed with one simple purpose in mind - to make your vision happen. By putting strategy at the heart of everything, Cascade helps you to build an aligned, cohesive, empowered, and engaged workforce. Cascade is a strategic planning platform, strategic execution, AND tracking, all in one! Learn more about Cascade Strategy

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Learn more about Smartsheet
Smartsheet, an online work execution platform, enables project management & task collaboration that is redefining how teams work. Its easy-to-use interface, coupled with file sharing, Gantt charts, Kanban view, and work automation features have helped it quickly grow into a favorite business app for productivity. *2015 Google Marketplace App of the Year *2015 Microsoft O365 App of the Year *Gartner Cool Vendor 2015 - Project & Portfolio Management Learn more about Smartsheet

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
The #1 online collaborative whiteboard platform where teams get work done. Learn more about Miro
Miro is #1 collaborative whiteboard platform for teams of any size, trusted by over 30 million users worldwide. Create a simple way to manage the process and iterate faster without any constraints. Collaborate and keep everyone on your team aligned and aware, organize your workflow online, track progress and keep everyone in your team on the same page. Explore 250+ templates and interactive frameworks to start collaborating quickly with your team. Learn more about Miro

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Notion is the all-in-one workspace for notes, projects, documents, and collaboration. Learn more about Notion
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access. Learn more about Bitrix24
If you are looking for free or affordable Workflow Management (BPM) software, you are in the right place. Price isn't Bitrix24 only advantage. You get a set of standard business processes that don't require setup, like leave requests, business trips, expenses, purchases, general requests (internal helpdesk). These are based on your company structure and can be easily modified if necessary. Our business process designer lets you create any custom business process. Cloud, mobile and open source. Learn more about Bitrix24

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Workamajig is the only project management tool made specifically for creative teams. See why over 3,000 marketing teams use Workamajig. Learn more about Workamajig
Workamajig is an all-in-one solution for agencies and in-house creative teams that allows you to collaborate agency wide. Opportunity tracking, project management, time tracking, resource management and complete finance and accounting in one solution. Workamajig enables you to improve your workflow by getting accurate data, eliminating manual input, gaining visibility for managers and staff, generating timely reports and improving ROI! Learn more about Workamajig

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
Shift is where work gets done. Its all your apps, accounts, and workflows in one beautiful desktop workstation, designed for focus. Learn more about Shift
Shift is the desktop app for streamlining your accounts, apps, and workflows. Tired of switching between accounts, and logging in and out? Toggle between multiple Gmail, Outlook & Office 365 accounts without the hassle. Connect all of your favorite apps (1,200+ to choose from!) and create the perfect workflow for you and your team. Make your work collaborative with Workspaces. Create the perfect workflow for you and your team with mission-critical tabs, apps and bookmarks in one place. Learn more about Shift

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
MaintainX is mobile-first workflow and procedure digitization software that increases efficiency and real-time insights. Learn more about MaintainX
MaintainX is mobile-first workflow and procedure digitization software that allows frontline teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help managers to become more efficient operators by delivering real-time business insights from the field. Learn more about MaintainX

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Canada Local product
Easy Projects is an award-winning project management platform built for fast-moving teams inside midsize and enterprise organizations. Learn more about Easy Projects
Easy Projects is an award-winning project management platform designed for fast-moving midsize to enterprise level teams. Our flexible solution includes visual project planning, resource planning, beautifully designed reports, best-in-class security and much more. We support 1000+ integrations so your team can use the tools they love best. Customers who use Easy Projects report a 30% decrease in project duration and a 98% completion rate, leading to more projects and profits. Learn more about Easy Projects

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Automate your work processes and improve team efficiency. Workzone is the ideal workflow management tool for busy teams of 5+ users. Learn more about Workzone
Automate your work processes to make your team more efficient. Workzone's workflow management tools, including custom project intake forms, project templates, automated notifications/handoffs and file markup/approval, help accelerate projects and reduce mistakes. Workzone is the most mature SAAS workflow management tool on the market, in use for nearly 20 years, with the power and usability you need to manage busy workloads. Pricing starts at $200/month. Learn more about Workzone

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Checklist software with a Slack integration. Keep your team on task for your most important recurring processes, workflows and SOPs. Learn more about Manifestly
With Manifestly Checklists, your team knows exactly what recurring tasks they're assigned, when those tasks are due, and how they're supposed to do them. Assign recurring workflows, collect data, track due dates, use conditional logic to customize workflows, and customize your dashboards to ensure your team never misses an important deadline. Native Slack and Microsoft Teams integrations as well as 1000s of other integrations, you can be assured your workflows get used on time, every time. Learn more about Manifestly

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Mobile app for completing inspections, audits, safety reports, orders, and many other tasks. Easy to use, enterprise grade. Learn more about Forms On Fire
Forms On Fire is your mobile app for accurate inspections, audits, safety reports, orders, and many other tasks. Save time with pre-filled fields using data from your systems. Save time by eliminating travel back to the office. Save 100% of the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them. With enterprise-grade security, connections to thousands of systems, and ridiculously helpful customer service, you will delight your management team. Learn more about Forms On Fire

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Project & code management, together at last. Plan work, track progress, and release code right in Backlog for all-in-one collaboration. Learn more about Backlog
Backlog is the all-in-one workflow management tool for task management, version control, and bug tracking. Bringing together the organizational benefits of project management with the power and convenience of code management, Backlog enhances team collaboration across organizations large and small. Plan work, track progress, and release code updates right in Backlog. Core features include subtasking, custom statuses, kanban-style boards, Gantt charts, burndown charts, Git & SVN, and wikis. Learn more about Backlog

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Centralize your workflows and processes, all in real-time and completely automated. Learn more about Knack
Knack is a no-code relational database designed for the citizen developer to create 100% customized web applications. Build various workflow functionality into your database including notifications and reminders, scheduled tasks, status updates, approvals and life cycles, roles and permissions, and integrations with other web services. With Knack, workflow is what turns your static data into dynamic processes designed to positively impact your business! Learn more about Knack

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software
Get More Done With Firm360. Save time and money with this all-in-one accounting management platform—the visibility you need. Learn more about Firm360
Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency. Save your firm time and money by replacing your current 5+ software solutions with one seamless experience. This all-in-one cloud-based platform is everything you need to get the job done! Learn more about Firm360

Features

  • Workflow Configuration
  • Customizable Dashboard
  • Compliance Tracking
  • Task Management Software

Workflow Management Software Buyers Guide

What is workflow management software?

Workflow management software coordinates the flow of daily work tasks and ensures proper implementation of business processes for your Canadian organization. These systems provide a collaborative environment that lets users easily monitor and evaluate their processes. Workflow management software is related to project management software. Here we've outlined the benefits, features and considerations related to these tools so you can find the best workflow management software for your business in Canada.

Workflow management systems help businesses:

  • Coordinate multiple projects and team members.
  • Maintain accurate and up-to-date project and performance data.
  • Synchronize changes across multiple calendars (such as Outlook, Google Calendar, and iCal).
  • Test the effectiveness of business strategies.

What are the benefits of workflow management software?

  • Efficient approval management: In today’s collaborative business environment, almost all processes involve approval management. This means that lags in the approval process result in process delays and reduced efficiency. Workflow management tools automate various stages of the approval process by letting users submit approval requests, assign approvers, and set deadlines. Upon creation of approval requests, these systems automatically send email notifications to the responsible parties.
  • Effective process collaboration: Most workplace processes involve teamwide collaboration, cross-departmental collaboration, and cross-organizational collaboration. Managing these multi-method collaboration processes manually is time consuming, and burdensome. Workflow management systems help users design, customize, and monitor their collaborative processes with the help of custom forms, process flows, portals for process change requests, and approval management.
  • Improved visibility of team performance: Workflow automation software serves as a centralized storage location for process-related data, including ongoing tasks, pending and completed approvals, and completed tasks. Using this information, workflow management systems create reports on process performance within a business. Managers can also implement KPIs for their team members and assess employees on predefined attributes, such as timeliness and efficiency.

What are some typical features of workflow management software?

  • Business process automation: Design process workflows using a drag-and-drop interface. Users can add forms to capture data for each step of the process.
  • Task management: Create standard task lists and checklists for different process stages, and track real-time task progress.
  • Workflow configuration: Sequence stages (e.g., approval, review, etc.) within a process, and design process flows.
  • Access controls/permissions: Manage data access for individuals or groups based on their hierarchy or department.
  • Approval process control: Manage approvals at various stages; responsible parties are notified when approval requests are generated.
  • Calendar management: Track due dates for activities and tasks using a calendar. Users can sync this information with calendar solutions such as Outlook and Google Calendar.

What should be considered when purchasing workflow management software?

  • Reporting and analytics: Workflow software eases managerial workloads by providing real-time performance reports on various process stages, such as in-progress, review, and approval. These systems can also provide insights on process improvement by helping users identify bottlenecks and eliminate redundancies. Software-generated reports also track and show individual and team performance, helping managers design training plans. Businesses should clearly define their reporting and analytics needs, and evaluate workflow management tools accordingly.
  • WYSIWYG form designer: Process data lies at the core of workflow management systems. This data not only ensures the quality of deliverables at each step, but also provides users with meaningful performance improvement insights. This means that efficient data capturing is vital for workflow management software. WYSIWYG (what you see is what you get) form designers let users create forms with custom fields, fonts, formats, and layouts. This functionality also allows users to implement process logic (for example, based on a specific form selection, one process is automatically forwarded for approval), and ensures that mandatory fields are completed at each stage. Businesses with inadequate data capturing capabilities should look for workflow management systems that offer this functionality.
  • Machine learning is driving automation in workflow management: Machine learning helps users design workflows and processes with minimal human involvement. Machine learning-enabled solutions help marketers create automated workflows for their campaigns, and let other users create automated task lists and process forms for each process stage. The adoption of machine learning among small and midsize businesses (SMBs) is growing. Our research found that 53% of SMBs are currently using or plan to use this technology in their businesses within the next two years.
  • Chatbots will play a bigger role in workflow tools: Chatbots are conversational interfaces that simulate human communication and assist users with basic functions. Chatbots let users automate tasks with the help of written instructions. As an example, users can instruct a chatbot to create a new workflow or task within a process without manually navigating through the solution. With increasing chatbot adoption among SMBs, expect to see more chatbot-enabled features in workflow management systems in the next few years.