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: ClickUp

Who uses ClickUp?

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All the companies that manage the projects are mainly the IT, Strategy, and Consulting related organizations.

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Answered: Prakash Jha on November 4, 2023

We use it too, one of the best tools for task management

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Answered: Milan P Sony on January 18, 2024

used by project managers, teams, freelancers, startups, and enterprises across industries for task management, collaboration, communication, streamlining, alignment between multiple teams etc

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Answered: Ashwin Singone on December 1, 2024

I’m an Online Business Manager with a small team of freelancers. We use CU across the board with all our clients. One login and we each have access to every project and task. I personally use it to keep my own business and personal/family projects organized. I’m even thinking of introducing it to my kids to help them breakdown their school projects as they’re becoming more involved especially the grade 8 preparing for high school next year. CU also helps my ADHD brain stay on task as it chunks the work into smaller more manageable pieces and steps

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Answered: Camilla Brown on December 3, 2022

Anybody who runs business, managers projects, looking to build no-code solutions with databases to solve problems, and even organize your personal and household tasks!

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Answered: Phillip Smith on December 3, 2022

Any business looking to improve their internal communication, task creation and tracking, and consolidate digital tools.

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Answered: Matthew Regenie on December 4, 2022

An individual contributor.

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Answered: Michelle Andolfo on December 2, 2022

Project managers

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Answered: Joel Wiebner on December 2, 2022

Small and midsize business owners who want to stay organized.

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Answered: Lana Sanderson on December 2, 2022

I personally have used it while working with a post-secondary school, real estate agents, small businesses, and ministries.

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Answered: Debbie Douglas on December 2, 2022

Marketing managers, accountants, social media reps

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Answered: Abtin Pazooki on December 2, 2022

Everyone.

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Answered: Avi Covrigaru on December 2, 2022

Graphic designers, event managers, content creators, supervisors, educators, sales, project managers...

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Answered: Anna Shelton on December 2, 2022

ClickUp is used by a wide range of people and organizations, from individuals to large companies.

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Answered: Priyanshu Jha on May 1, 2026

See more answers (13)

Your answer

Question on: monday Work Management

Is it possible for you to have your own CRM on Monday?

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Monday is a task and project management tool which is very agile and technically you can make a CRM out of it. At our company we didn't as we have Salesforce. We use if for task management only, at the moment.

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Answered: Joanna Krashniker on July 9, 2020

Hey there! monday.com can absolutely be used as a CRM to manage both your sales pipeline and client database. Each item can be a lead/client and using different columns, you can add any important information. You can group your boards based on the different phases or you can do this using status labels. Check out this article which might be helpful: https://support.monday.com/hc/en-us/articles/115005311909-monday-com-as-a-CRM?abcb=89539 You can also contact support@monday.com for more details on how to get setup!:)

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Answered: Jessica Cohen on October 27, 2019

I wouldn’t recommend Monday.com for that requirement. The mission of Monday is to help you to better organize your tasks among your team. You can find many CRM on the market.

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Answered: Soren Danis on September 10, 2019

Yes, it's absolutely possible. We use monday.com exactly also as a CRM to manage our clients, sales statuses, negotiations, contacts, updates etc.

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Answered: Francesco Fiorini on September 12, 2019

Yes, each item on the dashboard or each deal in the pipeline can be assigned to a person who owns or works in this lead. You can work on the leads assigned to you which is having your own crm. In your dashboard you can customize it the way you want it to, it can be on the deals you manage and their status or numbers.

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Answered: Maria Laus on September 12, 2019

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Your answer

Question on: Asana

How does Asana help organizations track OKRs and strategic goals?

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Asana Goals is a built-in feature that lets organizations set, track, and achieve OKRs (Objectives and Key Results) and other strategic goals directly where work happens. Rather than tracking goals in a separate spreadsheet or tool, Asana acts as a single source of truth by connecting goals to the projects, portfolios, and tasks that deliver them — so progress updates automatically as teams complete work (https://asana.com/product/goals). Key capabilities include: Hierarchical goal structure: Set company-wide objectives, team-level key results, and individual goals, all cascading and connected. Automatic progress tracking: Goals update in real time based on connected work, eliminating manual status collection. Smart Status and Smart Goals: AI-powered capabilities that enhance OKR workflows. Smart Status generates comprehensive goal progress updates by analyzing real-time work data, automatically identifying risks and roadblocks so goal owners spend less time on manual reporting. Smart Goals helps teams draft more effective, measurable objectives by suggesting improvements based on best practices and standardizing goals across the organization (https://asana.com/product/ai/project-management). Multiple goal types: Define objectives, key results, or individual goals, with flexible timelines (quarterly, half-year, annual, or custom). Dashboard reporting: View goal progress across the organization with customizable dashboards, grid views, filters, and grouping by team, priority, or status. Status updates: Goal owners can share regular updates (on track, at risk, off track) with supporting context, visible to stakeholders. Templates: Organization-wide goal templates standardize OKR processes and make quarterly planning repeatable. Asana's goal-tracking approach is designed for organizations that want to connect strategy to execution — ensuring every team sees how their work contributes to the bigger picture and that leadership has real-time visibility into progress against key objectives.

Workflow Management Software Resources

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

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The Role of Artificial Intelligence in Accounting

How to Stay Organized When Closing Books Remotely

Workflow Management Software Glossary Terms

Workflow Management Software Discussions

Workflow Management Software Reports