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 allows organizations to manage business processes in order to operate more efficiently. Learn more about the types and benefits.
by Alexandra Vazquez
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 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
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Question on: Kissflow
How do you use Kissflow?How do you use Kissflow?
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To standardize processes for requesting goods and services, as well as material requests.
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Question on: Smartsheet
What can smartsheet be used for?What can smartsheet be used for?
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It has a wide range of functionalities for project management or even asset management.
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Great project management tool. The ability to link sheets and create dashboards is invaluable.
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In my experience, people use smartsheet to manage a range of projects like: simple task lists for a single project using a template, rolling up and summarizing a grouping of those task lists into a report and presenting to teams via a dashboard. At the moment, I'm using a single project sheet to list all of my current, cross-functional projects between departments to keep me on pace and have reminders set each morning of projects currently in flight. I have a project request form published to the organization that allows anyone to submit a project, and once submitted, an approval kicks off to review with the client. It has added a layer of structure our organization needed to be successful in tracking project timing and delivery.
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Everything! Budgeting, expense tracking, sharing spreadsheets, creating fillable forms, setting reminders and much more
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Planning and managing work, presenting and sharing information.
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So much more than project plans!
Summary or row Reports from sheets which can be created for specific audiences and shared on "team" dashboards.
Accountability!!! Update requests on tasks, cell level history on who changed data and when. Activity logs to see who's using your sheets, reports, and dashboards.
Surveys through a form that can make submissions actionable and reportable.
Use the different view options- grid, gantt, calendar, and card. Have used card view for preferred suppliers of company with our account/contact info with links to our account's webpage.
Notifications by practically any criteria of your sheet.
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Why, project management, of course! It's great for Gantt charts and action item lists.
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Smartsheet is perfect for sharing work being done on projects, client lists and anything else you would create in Excel or Access among multiple users. It is very easy to create the initial document and to add users.
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Smartsheet's provides real time information sharing between multiple sheets, forms, and locations. The system allows an up to date information sharing system, that can be updated multiple times throughout the day.
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I like the smartsheet Dashboard
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Organizing your work flow, creating tasks and schedules such as construction schedule and a gant chart. Tabs of certain tasks can be emailed to coworkers as a reminder. Its basically a more extensive version of Google Sheets.
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Managing all aspects of a project. Interior Design firm uses to track all steps and tasks to be completed during design. Same process for construction schedule and tasks to be completed. Also used for HR, PTO tracking, etc.
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Smartsheet can be used for Project Management and task management. It truly is a life saver!
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Just think of Excel on steroids!
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We use it for many things, including tracking project costs and reports. We also linked it to Docusign for HR Documentation like write ups and feedback forms. Through workapps we have created Inventory Apps, IT Request Apps, Employee hub, Incident reporting.
There is no limit on what you can use Smartsheet for.
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manage any project / company .
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project and resource management, product development roadmaps, approval processes
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Sure, I consider Smartsheet can be used for:
+ Project Management
+ Budget and Forecast
+ Tasks management
+ Gantt chart
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The Smartsheet platform allows you to collaborate, manage, and report on work in real time, automate workflows, and deploy new processes at scale. Smartsheet is more than a productivity or task app, it's the end-to-end work execution platform with the proven power to help your organization achieve more.
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Smartsheet is best used for live collaboration on spreadsheets and reports where multiple people can access and edit them at the same time. Its ability to send automatic email reminders to the people you specify when deadlines are approaching or changes are made also makes it a wonderful tool for highly customizable project management.
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We use Smartsheet to manage marketing & IT projects and requests. By utilizing the forms and notification features we can ensure all deadlines and or requests are receive and handled appropriately and timely.
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We currently use Smartsheet in multiple areas of the organization. We not only use it for Project, Program and Portfolio Management but also for training planning, fleet maintenance scheduling etc, a multitude of different purposes. We also use to manage external service providers updates of status etc.
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It can be used in place of spreadsheets (think MS Excel), project planning and scheduling (think MS Project), Kanban board (Jira), etc. Workflows can be created to automatically task people or change values of cells based on meeting conditions. I've used it for project intake, shared (published) PTO calendar, approval workflows, asset management, and project schedule just to name a few.
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The Smartsheet platform allows you to collaborate, manage, and report on projects in real time. The functionality to automate workflows, fosters visibility and transparency ensuring solid communications among teams. Smartsheet is a great productivity or task app, and end-to-end work execution platform. Great for any type of project planning, scheduling, and tracking.
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Cross departmental projects and projects with outside parties.
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Project management work plans as it supports task dependencies, durations, etc.
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project management
Form and approval
Survey
Contract management
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My favorite thing to use smartsheet for is timelines! Any type of project you need a timeline for, smartsheet is the best. It is the easiest to keep updated when using predecessors for setting dates and navigating around weekends/vacations/holidays with a feature that allows you to add dates that the project will not be worked on.
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Project Plan- develop project plans and follow scrum processes
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Lots of stuff. Its a smart Excel. So everything you do in Excel can be replicated and efficiently used in Smartsheet
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Project management, project coordination, collaboration, planning
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planning
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Smartsheet can be used for anything and everything your imagination can conjure. It is a VERY useful tool to help keep track of information, to share ideas, manage ideas and anything else you can think of. I CANNOT do my job without Smartsheet, I have between 11 and 15 Smartsheets open on my desktop at all times (I have three monitors) and several dozen others that I open and close throughout the day. Did I say I CANNOT do my job without Smartsheet!!!!! It is an amazing program!
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Project timelines, dashboard, metrics, resourcing
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Smartsheet is a utility tool that can be used for a multitude of applications. The features are versatile enough that you can manage both simple and complex organizational processes, track and manage information, push updates/notifications/requests, and build your own systems using their tools. This is not very specific, but the company itself built a platform meant to be something of a sandbox - kind of like how Salesforce is a CRM that can be used in many+ industries, so too can Smartsheet. In essence, it boils down to a means of process, project, department, organization, or resource management with any amount of integration among them.
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Smartsheet is great for organizing project plans. Easy to set up a gantt charts. Start with big buckets of work, then break that into smaller sub tasks. Assign due dates, dependencies, resources. It's easy and intuitive.
Also great for generating a project plan from a template, for example, an implementation process. Create a template of what a standard implementation should look like (kickoff meeting, approve docs x days later, etc.) Then easy to use the template to create a specific schedule by entering the kick off date and all the other dates generate from there.
Reports can then be run across projects to identify tasks that are due in the coming week, etc.
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collaboration
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Project management, organization, to-do lists, task management across team members, seriously endless possibilities!
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Smartsheet is a very flexible method of creating no code custom forms, project boards and project management tools. It has pre-built templates and integration that allow you to customize it to fit your needs. It is not as opinionated as some other project management tools. This can be a positive or a negative depending on your needs. If you want a more structured approach to task and project management, you may find your self making a lot of customization.
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All things. Inventory, tracking Purchase Orders, Workorders, Monthly manufacturing planning, Timesheets, Efficiency reports, Field Service scheduling and more.
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We use the Business Plan other than scheduling and some simple forms , a key tool is:
- Workflows & automation under this level of license let me do automated tasks, like calendar updating for scheduling resources, and a number of intricate behind the coalface tasks.
Currently i have a number of workflows where remote staff can allocate those resources, people are notified and can update on the fly. This calendar view is then plugged into SharePoint for all staff all over NSW, it has approval mechanisms and every time there is changes or requests the right person is notified in MS teams or via text or email depending.
These automations and workflows give us the elasticity to work as construction team all over the Mid North Coast NSW and stay connected as a collaborative group. Better control of resources, staff allocations and overall visibility of operational tasks that generally require multiple emails and phone calls.
I also feel formula complexity is improving all the time, we can do some complex cell and row tasks now in relation to removing information and updating fields if another field meets certain criteria. This is an area we are still looking to improve as it will remove a number of unnecessary spreadsheets to finalize and clean up data.
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For building trackers, action plans, and anything for management. They have a lot of templates as well.
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One of the best tools for managing timeline, workflow, progress, assignees, and much more.
Smartsheet makes life easy, simple, and fast when it comes to doing tedious tasks.
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Project tracking, Scheduling, creating reports and dashboards
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Project and Resource Management
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Project scheduling, Tracking, Resource assignment, creation project tasks precedence's.
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We use it to track the equipment we use on our jobs. The state pay on a per unit basis. An amount for each unit (cone, barrel, sign, etc.) smartsheet helps us track the units used each day out in the field.
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Onboarding plans, Project Timelines & Gantt Charts, Template creation, Jira sync with Smartsheet updates
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Smartsheet can be used for project management by setting specified team reminders and update requests. It is so easy to keep all the team members in the loop and up to date with the preset reminders and deadline notices.
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Project plans
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When using Smartsheet you realize how important it is to start thinking outside the box. It's an incredible tool for project management, but it's ability and usefulness is far beyond project management. We use it as web tool to collect patient feedback and complaints and to automate the assignment of those complaints between management at specific locations. We use it to manage all of our contracts because of the ability to automate review of contracts and to renew or terminate, etc. We use it as our entire IT helpdesk ticketing system across our organization, for referral tracking, for all maintenance requests, for managing printing order requests across our organization, our Human Resource dept. uses it to track annual and 90 day performance evaluations, Patient Centered Medical Home, inventory tracking, and so much more.
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Smartsheet is so flexible, I would say it can be used for almost anything that a spreadsheet can do, with the added dimension of remote team coordination. Design review and process improvement is how I am using it at the moment.
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I use Smartsheet to track projects and data collection from forms. There is so much untapped potential in Smartsheet that I have not even begun to use - and already it has made my work life easier.
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Estimating sheets, approval process, scheduling
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1. Project Management: Smartsheet allows me to plan, track, and manage projects, including task assignments, timelines, and dependencies.
2. Team Collaboration: It facilitates real-time collaboration and communication among team members, enabling them to work together on shared projects and tasks.
3. Task and Workflow Management: Smartsheet helps streamline workflows by providing visibility into task progress, assigning responsibilities, and automating repetitive processes.
4. Resource Planning: It allows me to allocate and manage resources effectively, ensuring that the right people are assigned to the right tasks at the right time.
5. Data Tracking and Reporting: Smartsheet enables me to collect and analyze data, create custom reports, and visualize information through charts and graphs.
6. Project Documentation: It provides a centralized platform for storing project-related documents, files, and attachments, making it easy to access and share information.
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Project & Program Management - Portfolio Management, Milestones Tracking, Baseline tracking, Project Dashboard, Performance health, Project reporting, Tasks Planning
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Projects management
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Horrible company!!
They blocked my account and stole my money, thanks to drewwake.jtbtech@gmail.com for helping me I am so glad
You can as well reach him via his WhatsApp address.
+84 94 767 1524
for a successful chargeback and I got my refund.
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Question on: Wrike
What is wrike used for?What is wrike used for?
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Wrike is a scaleable project management tool.
From Wrike: "Wrike is a SaaS-based, work management platform features
engaging collaboration, workflow and project management tools built into an intuitive online workspace."
Can confirm. Wrike allows us to engage across specialties: from writers to web to marketing and digital media, we all use this tool to manage our workflows and enhance collaborative opportunities.
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for daily updates/status on jobs
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Project management
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Planning and communication
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Project/ Task management
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Project Management, Workflow Management, Customer Quality Issue Management, Automation with a service desk (Wrike request forms automatically create project plans with assignees when users fill out an intake form), IT offboarding, HR/IT onboarding, and OKR management.
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Wrike has become our digital service agency's only project and task management tool for both client projects and internal projects. We also use Wrike to track progress toward company goals. We rely on the ability to create blueprints in order to standardize processes, and we love Wrike's automation and workflow capabilities to manage new project requests and quickly model schedule and resource allocation.
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Project management
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Project Management tool
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I currently manage multiple projects and use Wrike to keep track of the status of multiple tasks across all the projects I am currently working on. Being able to provide my project teams with updates on the status of tasks without having to send multiple emails has enabled me to increase my productivity and decrease the volume in my inbox.
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Project planning, management & collaboration tool
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Project management
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Project Management with emphasis on Marketing and Creative Services.
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Project management
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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
