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: monday Work Management

What are the latest updates?

I saw time tracking and didn't know that was a thing. Has chat been added yet?

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They are usually posted on their blogs or talked about in their webinars https://monday.com/blog/an-inside-look-at-our-captains-log-feature-updates/

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Answered: Ana Acuna on March 3, 2020

Your answer

Question on: monday Work Management

What is the best way to visualise complicated systems where multiple users are involved?

I am currently attempting to improve my boards within Monday.com, there are a lot of tasks that get lost or never heard of again. I am having trouble on Monday, being able to see things where it was forgotten long after the due date.

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Hi Kevin! In order to make sure tasks assigned to different team members aren't lost on the way, make sure to use the My week feature which will show all tasks due that week/next or last week. You can follow other team members to make sure you're on top of their workloads as well. Then, you can select the option to show only tasks that have Deadline mode set- which will show you all overdue tasks! Another option to see all tasks not yet done, is to use the Search everything function. By searching a user's name, you'll get a list of ALL tasks assigned to him/her, and the status of the task. Feel free to send in an email to support@monday.com if you have any questions about this:)

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Answered: Jessica Cohen on October 27, 2019

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Question on: ProcessMaker

Does this integrate with SAP B1?

The flows created for purchasing processes we want to integrate with the SAP B1 database in some cases, this may be possible in some version of PM

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Yes, ProcessMaker can integrate with any other third party system using REST API's. Can you share with us your contact information in order to set up a call and better understand what you are trying to do?

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Answered: Alex Valdivieso on November 5, 2019

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Answered: don charlton on August 18, 2022

See more answers (1)

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Workflow Management Software Reports

Mid-Market Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Spring 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Workflow Management

Spring 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Grid® Report for Workflow Management

Winter 2026

G2 Report: Grid® Report

Momentum Grid® Report for Workflow Management

Winter 2026

G2 Report: Momentum Grid® Report