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: Gmelius

How do I stop Gmelius collapsing Gmails left pane where it lists my folder?

This is an image of my left hand pane in Gmail - https://i.imgur.com/5B88ko6.png - I like to drag emails from the list into folders, it's quick and easy. Recently, the Gmelius boards and Shared Conversations appeared in a separate section in this pane and when I now try to drag emails into folders, the system "hides" my folders making it impossible.

Hi Jürgen, thank you for your question. Could you please try to click the 3-bars on the upper left corner to toggle the column on and off? It's a Gmail functionality and Gmelius shared folders shouldn't affect it. As it's not something we see on our side, could you kindly email us at support@gmelius.com if the issue remains? Thank you, Lina

Answered: Lina Yakunina on November 17, 2021

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Answered: Nina Himes on February 22, 2022

See more answers (1)

Your answer

Question on: Smartsheet

How different or more beneficial is Smartsheet than Excel ?

Do you have video or written tutorials to use more advanced features?

It shows a Grant chart for users to view the project plan

Answered: Abisha Rasanayakam on November 10, 2021

Your answer

Question on: Smartsheet

What is best practice for managing templates that require updating monthly?

We have project plans that we use to manage implementations. We're constantly improving them based on user experience or even a new feature being added. We then need to update project plans but when updating a template we seem to have to open the template as a new file, make the change and then save the new file as a template and delete the older one. Is there a way to update templates without having to make multiple iterations of the same sheet?

Tracking project milestones, reporting, communication, and consistency in project delivery. Benefits to this point have been minimal- nothing of note.

Answered: Nataliya Lem on November 3, 2021

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