# How are you handling Worksuite workflow setup and report/dashboard customization?

Worksuite has been helpful for keeping freelancer details, onboarding, contracts, and payment processes in one place, with better visibility into outside help and related tasks without relying on multiple spreadsheets. The main challenge has been that some areas, especially workflows, can be time consuming to learn for first-timers, and there feels like limited flexibility to customize reports and dashboards to operational needs. For those using Worksuite day to day, what helped you get workflows set up faster, and how are you handling reporting when you need more customization?

##### Post Metadata
- Posted at: 26 days ago
- Author title: Freelance Operations Manager at Mindflawsacademy 
- Net upvotes: 1



## Related Product
[Worksuite](https://www.g2.com/products/worksuite/reviews)

## Related Category
[Freelancer Management Systems](https://www.g2.com/categories/freelancer-management-systems)

## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: over 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: over 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: over 13 years ago
  - Comments: 4


