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
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
Program management describes managing many projects grouped to work toward a unified business goal. Learn about program management and its benefits.
by Holly Landis
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
by Priya Patel
Work Management Software Discussions
0
Question on: ClickUp
Is there a report to export Custom Fields and their values? We put names and phone numbers for our clients in these fields, and I would love to be able to export that info to a spreadsheet.
Hey, Amy!
Great question!
If you're looking to just export a specific number or group of tasks with custom fields, I would recommend using our List view Export feature. It produces a CSV file that you can use in various spreadsheet programs.
Here's the help doc that explains this feature: https://docs.clickup.com/en/articles/3020773-export-list-view
Our Free Forever Plan and Unlimited Plan comes with 5 uses of this feature, but you get more on our Business Plan!
If you're interested in exporting more than just a List view, we also have a Workspace export to CSV as well. You can find that here: https://docs.clickup.com/en/articles/1761647-csv-export
We also have our brand new Table view that replaces spreadsheets entirely. Check that our here: https://docs.clickup.com/en/articles/4327588-table-view
If you have any other questions, just let us know!
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0
Question on: ClickUp
Can you provide a more reasonable premium price for education groups?
As an educator, I prefer Notion, because I can use the full paid features at the education discount. I would consider Clickup if there were comparable pricing levels for this purpose.
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0
Question on: ClickUp
Hello ClickUp, we wish some feature updates on ClickUp, could you help us with those on the desciption below?
We wish some feature updates on ClickUp, such as 1. Calculation for formula field column. We see that ClickUp have feature to calculate an entire column, but sadly it is not on formula field column. We want to calculate a formula field of payment, we want to know the total payment from that formula field column. 2. A new custom field that allow us to provide only the month + year. So that we can have a view of list grouped by the month period. For example, a view of work lists on every month. 3. Automation for custom date field with regard to a trigger date. We have a custom date field called by "Finish Date". We want an automation for everytime users change the Status to "Finish", then the "Finish Date" field will automatically set to the trigger date. 4. Second grouping. For example, we want tasks grouped by categories, and then on any category tasks can be grouped by Assignee. 5. Clickup API: please provide endpoint to read histories from any task. i.e. we need to fetch information at what time our employee switch status on a task.
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Hey, there!
These are all really great ideas, and I'd be happy to help!
1. Using column calculations is not currently available on our formula field itself, and I know that this is a highly requested feature by lots of our users.
I recommend leaving a vote here on our Canny feature request for exactly what you're looking for: https://clickup.canny.io/feature-requests/p/formula-column-calculations
2. We also get the request for just the date and year to be displayed on the date field a lot, and I recommend navigating to and voting on the feature request here: https://clickup.canny.io/feature-requests/p/list-view-group-future-tasks-by-month-year
3. You can currently set a custom date field with Automations, but not to the trigger date! This is a great idea, and I recommend voting here on this Canny feature request post: https://clickup.canny.io/feature-requests/p/automations-set-custom-date-to-trigger-fired-time
4. Depending on what you're grouping by, it is possible that this can already be done! I recommend trying to set your group by option and then using column sorting to achieve the order that you want.
Regardless of if you get your view to match how you'd like, here's the Canny feature request for multiple levels of Group by: https://clickup.canny.io/feature-requests/p/multiple-levels-of-group-by
5. We have a feature request already up for a task activity endpoint, and I recommend voting and leaving a comment on it!
Here's the link: https://clickup.canny.io/api-20/p/api-20-get-task-activity-history
If you have any other questions, please let us know!
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Work Management Software Reports
Mid-Market Grid® Report for Work Management
Spring 2026
G2 Report: Grid® Report
Grid® Report for Work Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Work Management
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Work Management
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Work Management
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Work Management
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Work Management
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Work Management
Winter 2026
G2 Report: Grid® Report
Grid® Report for Work Management
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Work Management
Winter 2026
G2 Report: Momentum Grid® Report