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 from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The average work week is 40 hours, but how much of that do you spend on repetitive tasks?

by Lauren Pope

The Role of Artificial Intelligence in Accounting

Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants 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.

by Nathan Calabrese

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.

by Nathan Calabrese

Workflow Management Software Glossary Terms

Workflow Management

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

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

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

Question on: Smartsheet

how can i search for items on my sheets without having to directly go column by column?

we have a sheet where we keep all of our passwords and when i go to that sheet to search for a particualr password, i have to open a ton of cells in order to locate the password, like, is there a way to search for things through a search engine in smartsheet itself?

Search in the top right corner.

Answered: Brenton Haysom on February 15, 2022

Your answer

Question on: Smartsheet

How can we create a folder within a folder?

It would great if I can create subfolders

If you are referring to Workspaces, the UI let's you create "nested" folders by right-click inside the folder and create a new one. There are also options on the menu to create folders, files, reports, etc.

Answered: Erik Beltran on January 27, 2022

Comment deleted by user.

Answered: Erik Beltran on January 27, 2022

See more answers (1)

Your answer

Question on: Smartsheet

Is it possible to populate a form with data specific to a user log in?

I have a sheet with artist bio information about a performer. When they open the Form their specific bio information is already filled in and all they have to do is either edit the existing data, add new or click "ok". I would imagine this would require a unique id for the person opening the form. Thank you for your attention to my question. I look forward to your response.

I have been exploring the features in the form and unfortunately this is not available. You can only populate a form with general "default" values to a field. The user filling out the form has to review and update those default values if needed. The only value specific to a user is their "login" information which translates to a "submitted by" field in your document.

Answered: Erik Beltran on January 27, 2022

Your answer

Workflow Management Software Reports

Mid-Market Grid® Report for Workflow Management

Fall 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Fall 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Fall 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Fall 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Workflow Management

Fall 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Summer 2026

G2 Report: Momentum Grid® Report