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.
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 Software Discussions
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Question on: Asana
How does Asana help organizations track OKRs and strategic goals?
How does Asana help organizations track OKRs and strategic goals?
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.
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Question on: Asana
What apps and tools does Asana integrate with?
What apps and tools does Asana integrate with?
Asana integrates with 200+ apps and tools natively, connecting work management to the tools teams already use (https://asana.com/integrations). Key integrations include:
Communication: Slack, Microsoft Teams, Gmail, Outlook
File storage: Google Drive, Dropbox, Box, OneDrive
Design and creative: Adobe Creative Cloud, Figma, Canva
Developer tools: GitHub, GitLab, Jira, Bitbucket
CRM and sales: Salesforce, HubSpot
Business intelligence: Tableau, Power BI, Looker
IT and operations: ServiceNow, Zendesk, PagerDuty
Automation platforms: Zapier, Make (Integromat), Power Automate
Beyond native integrations, Asana's API enables custom integrations for specialized workflows. Teams can also use Asana's Rules engine to trigger automated actions between connected apps — for example, creating an Asana task when a Salesforce deal reaches a certain stage, or posting to Slack when a project milestone is completed.
For enterprise organizations, Asana supports SCIM provisioning, SAML SSO, and deep integrations with identity providers like Okta, making it easy to manage access at scale.
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Question on: Asana
How does Asana use AI to help teams manage work?
How does Asana use AI to help teams manage work?
Great Question!
Asana offers a comprehensive AI layer built directly into its work management platform, designed to help teams plan, execute, and optimize work more efficiently. Asana's AI capabilities include:
AI Teammates: Collaborative AI agents that understand your organization's context, workflows, and team structure through Asana's Work Graph data model. AI Teammates can be assigned tasks, conduct research, draft content, triage risks, and manage workflows — all with full transparency and human oversight. They show their reasoning step-by-step and accept feedback, keeping humans in control (https://investors.asana.com/news-releases/news-release-details/asana-announces-new-ai-teammates-collaborative-agents-deliver).
AI Studio: A no-code builder that lets teams create custom AI workflows and automations tailored to their specific processes.
Smart Workflows: Natural language automation that turns plain-language descriptions into structured workflows.
AI-powered features: Smart status updates, risk reports, semantic search across languages, and intelligent task recommendations (https://asana.com/inside-asana/fall-release-2025).
Asana's approach to AI emphasizes Responsible AI principles, ensuring governance and control: enterprise admins have full visibility into what AI agents can access, data is never used to train underlying AI models, and permissions are scoped to existing organizational access controls. This makes Asana suitable for organizations that need productive AI capabilities without compromising on security, ethics, or accountability.
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






