Work Management Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Work Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Work Management Software Articles
5 Best Work Management Software With AI Workflows in 2026
TL;DR: What's the best work management software with AI workflows?
My pick is monday AI Work Platform. In recent G2 reviews, users give the most concrete examples of AI acting on their work: agents that update item statuses, move records between boards, chase overdue tasks, and fill fields across many records from an uploaded document. Its 91% Workflows score is the highest of these five against an 87% category average. The tradeoff is that customers on monday's newer pricing model buy AI credits alongside seats, and reviewers say agents need well-structured boards first.
Ranked by G2 Score, here's how the five work management tools compare:
Slack, G2 Score 99: Best for AI that catches you up, with reviewers using recaps and AI search to recover context after time away.
Asana, G2 Score 92: Best for running work from outside AI tools, with AI Teammates, Asana Dash, and an MCP connection reviewers use daily.
ClickUp, G2 Score 90: Best for the widest range of AI use cases, though reviewers report agents behaving inconsistently between runs.
monday AI Work Platform, G2 Score 90: My pick. Best for AI agents that update statuses, route items, and auto-execute follow-ups.
Smartsheet, G2 Score 89: Best for grid-based workflow management, with reviewers crediting its AI most for building dashboards and workspaces.
Note: AI pricing has moved. Slack bundles AI by tier, Asana includes request allowances then charges per request, ClickUp sells ongoing access after a trial, and monday requires credits alongside seats on its newer model. Model the AI line separately from the seat price.
by Shreesh Singh
Scope Creep in Project Management: Ways To Navigate
Miscommunication, mutual frustrations, under-deliverability.
by Jasmine Lee
What Is Matrix Organization: Pros And Cons Explained
Think matrix: A traditional hierarchy offers clarity, but a matrix organizational structure opens up team collaboration opportunities.
by Grace Pinegar
Chaos to Cohesion: How Program Management Drives Results
Are you feeling overwhelmed by the number of projects you're juggling? Like you're constantly trying to keep track of multiple projects, all with different deadlines and stakeholders? If so, you're not alone.
by Harshita Tewari
State of Project Management Spring 2021
New technologies like the cloud have democratized project management software, making it accessible to everyone. Theoretically, a wide variety of options can be beneficial to buyers. Also, a competitive market means that vendors constantly try to outperform their competitors by improving their products. Does it mean that there are no issues in the project management software market? The only way to find out is to analyze feedback from more than 30,000 reviewers of project management solutions.
by Gabriel Gheorghiu
G2 Adds New Categories for Work Management and Project Collaboration
For decades, project management software has been straightforward—buyers knew very well what to expect from this type of software as most products potentially offered the same or almost similar features.
by Gabriel Gheorghiu
How Industry 4.0 Will Change Project Management
Project management software and methodologies are a form of automation that has been used in business for nearly 50 years. New technologies such as artificial intelligence (AI) and the Internet of Things (IoT) have the potential to automate project management—but, how far will they go?
by Gabriel Gheorghiu
Project Management in the Age of Remote Work
Working from home is a trend that’s been gaining traction for some time, with a growth of 159% in the last 12 years. As more companies are shifting to a remote workforce in response to the COVID-19 pandemic, the concept of remote work is more top of mind than ever.
by Gabriel Gheorghiu
How Project-Based Software Helps Companies
Most tasks we do at work are either process or project-based. Processes are made of repetitive tasks that we do repeatedly, with little to no variation. Project work can vary significantly from one project to another and can change based on internal or customer requirements.
by Gabriel Gheorghiu
Meet Milestones With Critical Chain Project Management
They say there are two ways to skin a cat (ew), and there are even more ways to manage a project.
by Grace Pinegar
Work Management Software Glossary Terms
Work Management Software Discussions
0
Question on: ClickUp
What is the best way to show subtasks only?
I use User Stories to specify requirements and then divide those into tasks, for certain views I'd like to show only the subtasks of all the different user stories. Right now I'm using a combination of tags, filters and show subtasks as separate tasks but wonder if there's an easier way to do this.
Hey, Alejandro!
Great question 😁
I recommend expanding subtasks fully so that you can then filter, sort, or group with them separate from their parent tasks!
We don't currently have a way to only show subtasks on a view, but you could apply a tag or use a custom field, then filter by that value to only show the tasks you want to see.
Let us know if you have any other questions!
0
Question on: ClickUp
Is any helpdesk department using Click-up ?
Just curious if someone have ever tried that
Hey, Guillaume!
Yes, we do have help desk departments using ClickUp, both for IT an non-IT related needs.
We have features perfect for setting-up your workflow!
Help Desk ticketing can be set up using Form view, which provides a public form that can be used for client requests. Form view allows you to build a form with customized fields perfect for producing tasks with ample information!
How to add a Form View
1. Open your desired Space, Folder, or List
2. Add a new view with the + button
3. Select Form
Please note that creating a Form view on a List will use that List as the destination. While creating a Form view on a Folder or Space level will prompt you to select a List.
These forms will become tasks that your team can then use to manage, prioritize, collaborate on, and track work. We have a great on-demand webinar on Form view you can find here:
https://www.youtube.com/watch?v=0zXCinB8tyQ&feature=youtu.be
Within the List that your form tasks are created, you can set up Automations as well! This will allow you to automatically assign the new tasks to the right people, set statuses, and more!
How to Create an Automation
1. Open a List
2. Locate the Automation icon next to the List title
3. Click +Add Automation
4. Choose a prebuilt Automation OR create a custom Automation
5. Modify your Trigger
6. If on the Business Plan, add Conditions
7. Choose your Action (Add multiple Actions on the Business Plan)
8. Create your Automation!
Check out this doc for more info about Automations!
Lastly, we're planning on adding a ticketing system in the future, so keep an eye out for that!
0
Question on: ClickUp
Do you think that you risk going 'over the top' with all the features that you have, and are adding?
Trying to be the one app for them all is like 'all things to all men', you risk falling between stools and being really good at none.
Hey, Sean!
This is a great question, and I'd be happy to explain how ClickUp is doing in today's industry and market.
When it comes to the sustainability and stability of our business, our leadership team takes a very bold and transparent stance on building an exceptional and long-lasting company.
First, our company is indeed profitable and cash flow positive (in an industry where none of our competitors can say this). This has been at the heart of our founders' views on sustainability and ensuring the long-term viability of the business.
Second, we are backed by some of the world's best investment institutions (Craft Ventures & Georgian Partners) which have invested in companies like Shopify, Uber, Airbnb, and Slack.
Third, from a traction standpoint, we grew over 700% last year and are continuing to grow faster every day. We have over 2 million users in our platform from small businesses up to the largest enterprises in the world.
Our entire team of over 150 happy employees (and growing) is aligned on building a profitable and enduring company — no matter the market conditions.
Third, ClickUp is packed full of features allowing YOU to choose your own workflows and become more productive. We've seen countless companies and teams transition to ClickUp with no problem!
The features we add are methodical and well-structured as to only provide a benefit to our users.
Let us know if you have any other questions too!
Work Management Software Reports
Mid-Market Grid® Report for Work Management
Fall 2026
G2 Report: Grid® Report
Grid® Report for Work Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Work Management
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Work Management
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Work Management
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Work Management
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Work Management
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Work Management
Summer 2026
G2 Report: Grid® Report
Grid® Report for Work Management
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Work Management
Summer 2026
G2 Report: Momentum Grid® Report












