### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Workflow Management Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Workflow Management Software Articles

[![How to Reclaim Your Time With Workflow Automation Software](https://learn.g2.com/hubfs/workflow-automation@2x.png "How to Reclaim Your Time With Workflow Automation Software")](https://www.g2.com/articles/workflow-automation)

[
### How to Reclaim Your Time With Workflow Automation Software
](https://www.g2.com/articles/workflow-automation)
The average work week is 40 hours, but how much of that do you spend on repetitive tasks?

[
 ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope")
LP

](https://learn.g2.com/author/lauren-pope)

by Lauren Pope

[![The Role of Artificial Intelligence in Accounting](https://learn.g2.com/hubfs/papers%20and%20calculator%20kept%20on%20a%20table.jpg "The Role of Artificial Intelligence in Accounting")](https://www.g2.com/articles/the-role-of-artificial-intelligence-in-accounting)

[
### The Role of Artificial Intelligence in Accounting
](https://www.g2.com/articles/the-role-of-artificial-intelligence-in-accounting)
Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants&nbsp;oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

[![How to Stay Organized When Closing Books Remotely](https://learn.g2.com/hubfs/crop-woman-counting-money-at-modern-office-table-4475524.jpg "How to Stay Organized When Closing Books Remotely")](https://www.g2.com/articles/how-to-stay-organized-when-closing-books-remotely)

[
### How to Stay Organized When Closing Books Remotely
](https://www.g2.com/articles/how-to-stay-organized-when-closing-books-remotely)
Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information. For this blog, I’m going to refer to only month-end close for consistency and simplicity.

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

## Workflow Management Software Glossary Terms

[![Workflow Management](https://learn.g2.com/hubfs/G2CM_GI423_Glossary_Article_Images_%5BWorkflow_Management%5D_V1b.png "Workflow Management")](https://www.g2.com/glossary/workflow-management-definition)

[Workflow Management](https://www.g2.com/glossary/workflow-management-definition)

Workflow management allows organizations to manage business processes in order to operate more efficiently. Learn more about the types and benefits.

by Alexandra Vazquez

[![Approval Workflow](https://learn.g2.com/hubfs/G2CM_GI042_Approval_workflow_V1a.png "Approval Workflow")](https://www.g2.com/glossary/approval-workflow-definition)

[Approval Workflow](https://www.g2.com/glossary/approval-workflow-definition)

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

by Keerthi Rangan

[![Workflow Automation](https://learn.g2.com/hubfs/Workflow%20automation.png "Workflow Automation")](https://www.g2.com/glossary/workflow-automation-definition)

[Workflow Automation](https://www.g2.com/glossary/workflow-automation-definition)

Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices.

by Tian Lin

## Workflow Management Software Discussions

0

Question on: Asana
[Is Asana worth it?](/discussions/is-asana-worth-it)

After reading over 1,200 G2 user reviews from the past year, I can confidently say that Asana is absolutely worth considering for any team looking for reliable project management software. The average star rating sits at an impressive 4.68 out of 5, and G2 users are highly enthusiastic. On average, they give it a 9.37 out of 10 when asked if they'd recommend it to others. From what I’ve seen, Asana scores particularly well on usability, with an average ease of use rating of 6.39 and a “meets requirements” score of 6.46 (both out of 7). It’s clear that G2 users appreciate its intuitive design, collaborative features, and ability to streamline task management. Based on the reviews and my experience, I believe Asana delivers solid value and lives up to the hype.

Yes, of course it is! It offers a free trial - try it out and see for yourself if it fits your usecase.

Answered: Aditya Abhishek on August 3, 2025

extremely worth it platform

Answered: Konjengbam Mitindra Singh on May 10, 2026

Absolutely worth it! Best in class for project management tools

Answered: Vince Tan on May 27, 2026

Yes, ideal for project management and task asignments with big groups of user internally or externally and very easy to use.

Answered: Remy da Thesta on March 17, 2026

It's definitely worth it. I use it every day

Answered: Evan Sherbert on July 31, 2025

yes its worth it

Answered: Designers Strokes on September 24, 2025

Honestly, I’d say yes — Asana is definitely worth it. My team has been using it for a while, and the reviews you shared really line up with my experience. It’s super easy to get into, even for people who aren’t very techy, and once you start organizing projects there, it feels hard to imagine going back to spreadsheets or endless email threads. The best part for me is how everything is transparent — you can see deadlines, task owners, and progress without constantly following up. It just keeps everyone on the same page. Sure, it’s not perfect (like, sometimes I wish reporting was a bit more flexible), but overall it really helps us stay organized and productive. So yeah, from a day-to-day user’s perspective, Asana really delivers. 🚀

Answered: Kenneth Vergara on October 4, 2025

Definitely yes

Answered: Dave Arocha on April 15, 2026

Yes, of course, if you want to streamline the process and manage the projects.

Answered: Charmi Mohnani on April 15, 2026

I personally love using it because it’s a tool that can support you across both structured project workflows and day to day operational tasks. You can easily design processes, automate routine activities, and maintain clear visibility of task status across teams. It is very simple to generate reports and monitor progress without needing complex setups. It’s intuitive, and practical. 

Answered: Pamela Rodríguez on April 21, 2026

Yes, Asana is worth it, but it depends on how you plan to use it. It’s a strong tool for managing tasks and team projects, with a clean interface and good collaboration features that make work easier to track and organize. It also offers a free plan and useful integrations, which makes it a good value for individuals or small teams

Answered: Priyanshu Jha on May 1, 2026

Slightly Worth it

Answered: Bibhudatta Dehury on June 7, 2026

[See more answers (11)](javascript:void(0);)

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0

Question on: Asana
[Is Asana good for project management?](/discussions/is-asana-good-for-project-management)

Is Asana good for project management?

Yes! Obviously!

Answered: Sadman Sakib on January 4, 2024

Yes. It is a really helpful tool for project management. Asana has helpful tools for smooth workflow and effective collaboration within your team and with other departments. 

Answered: Benjamin Williams on May 10, 2023

It's a good tool for work management that allows to track projects and task.progress, any comments or notes or any additional information and deadlines.

Answered: Shivani Jain on July 31, 2023

Yes, Asana is well-regarded as a project management tool and is used by many individuals and teams for organizing and managing tasks, projects, and workflows. It offers a wide range of features to help you plan, track, and manage work efficiently. Some key advantages of using Asana for project management include: Task Management: Asana provides a user-friendly interface for creating and managing tasks. You can assign tasks to team members, set due dates, and add descriptions and attachments. Project Organization: You can organize tasks into projects and subprojects, making it easy to structure your work and keep things well-organized. Collaboration: Asana fosters collaboration by allowing team members to comment on tasks, share files, and have discussions related to specific projects or tasks. Calendar and Timeline Views: Asana offers calendar and timeline views that help you visualize project schedules and deadlines, making it easier to manage workloads. Customization: You can create custom fields to add specific information to tasks, and you can use templates to streamline processes for recurring projects. Integration: Asana integrates with a wide range of third-party applications and tools, enabling you to connect it with your existing software stack. Mobile Accessibility: Asana is available as a mobile app, ensuring that you can access and manage your projects while on the go. User-Friendly: It's known for its user-friendly interface and is often recommended for teams looking for a straightforward project management solution. Visibility: Asana offers features like progress tracking and dashboards to provide visibility into project status.

Answered: Muhammad Sulaiman on October 25, 2023

yes, for sure

Answered: Satyam Gupta on May 13, 2026

Yes! Asana is great for project management. It streamlines communication and collaboration which are the biggest part of project management.

Answered: Christine Kroad on May 10, 2023

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0

Question on: Smartsheet
[Is smartsheet good?](/discussions/is-smartsheet-good)

Is smartsheet good?

Yes, I would say excellent when it comes to it's functionality.

Answered: Drasko Aleksic on December 8, 2022

No, Smartsheet is GREAT!!! Far exceeds anything Excel can do!!!!!

Answered: Dixie Young on November 17, 2025

Yes, SmartSheets is what I would consider good based on being a much better solution than a traditional Excel approach where the excel approach typically turns into a monster file that eventually breaks. Plus the automation and form entry is helping at the field level to ensure work get completed and back to HQ for tracking via Dashboard. 

Answered: Guy Brindley on December 7, 2022

Yes.

Answered: Alan Arakawa on December 7, 2022

I find it a very good tool for organizing and sharing project information as well as making information accessible across our internal team. We are able to use each others sheets as templates for similar projects, share financial updates with clients, and request information from others we are working with whether internal or external to our company.

Answered: Jillian MacMillan on December 8, 2022

yeah, it is

Answered: Anuja Singh (Digital Marketing/Business Analytics Consultant) on May 7, 2024

Indeed, Smartsheet is effective. While I have been using MS excel since the begining of my career, it is certainly difficult to part my ways with MS excel. However, trying using the Data Shuttle, Data Mesh and Automation of Smartsheet and you'll be amazed. Unlike the automations and VBA macros we build in MS excel, the automations in Smartsheet do not get affected upon the movement of the file or the data, because of the assignment of sheet id, row link. Also, it will be effective when you would not have a large data set.

Answered: Vaibhav Patil on June 23, 2025

Yes.

Answered: Kerri-Ann Gellineau on December 8, 2022

Horrible company!! They blocked my account and stole my money, thanks to drewwake.jtbtech@gmail.com for helping me I am so glad You can as well reach him via his WhatsApp address. +84 94 767 1524 for a successful chargeback and I got my refund.

Answered: Mike Donason Alejandro on February 2, 2023

Horrible company!! They blocked my account and stole my money, thanks to drewwake.jtbtech@gmail.com for helping me I am so glad You can as well reach him via his WhatsApp address. +84 94 767 1524 for a successful chargeback and I got my refund.

Answered: Mike Donason Alejandro on February 2, 2023

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Answered: Leroy Arnold on June 19, 2023

Hello I was able to make lots of profit during the last dip and all thanks to harry , less risk higher chance of profit contact.. +447940741231

Answered: Mary She on June 30, 2023

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## Workflow Management Software Reports

Mid-Market Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Spring 2026

G2 Report: Momentum Grid® Report