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Harshita  T.
HT

Marketer and Business Owner

What is the best platform for organizing team workflows?

Hi, G2 community. Every team I’ve worked with has its own way of structuring projects, but it’s clear that the right platform makes or breaks how smoothly workflows run. I’ve been looking into tools that not only keep tasks organized but also help teams actually see progress and handoffs without things slipping through the cracks.

Here are a few task management platforms I’ve been considering:

  • monday Work Management: Flexible boards and automation make it easy to build workflows that mirror how different teams operate. But does the customization ever become too complex for simple projects?
  • Asana: Strong at structuring tasks into lists, boards, or timelines. How well does it adapt to teams with multiple cross-functional workflows running in parallel?
  • Smartsheet: Combines spreadsheet familiarity with project management features. Is it better suited for structured workflows, or can it handle creative teams just as well?
  • ClickUp: Packs in docs, goals, and dashboards alongside task management. Does the all-in-one approach simplify workflows or overwhelm new users?

For those of you managing team projects:

  • Which platform has helped you organize workflows most effectively?
  • Do you prefer tools that focus on simplicity, or ones that offer more advanced customization?
  • Any lessons learned from switching platforms to improve team workflows?

Thanks in advance, this discussion will help me narrow down what really works in practice.


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7 Comments
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Asana -> best balance of structure + adoption; great for cross-functional work, rules, and multi-project views.

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There's a few honestly but which one you use ultimately depends on the use case - function, team size, tech savviness. If you have to spend hours and days teaching your team members how to use it, it's not worth it.

  1. Monday is probably the most common one - most enterprise friendly I think as well. It's generally worked well for us and has enough automation capabilities where we are happy with them but not too many to overwhelm us. Worth highlighting that their customer support is also excellent!
  2. Asana is a good one as well. However, the UI for me is a bit too complex/cramped for my taste. Asana probably works best for smaller teams/projects for example a lean marketing agency where the tasks are similar if not the same.
  3. Not sure if it's still around but I used Wrike for some projects at grad school and really loved their platform. Very simple, clean UI. The functionality and automation capabilities were minimal at that time (2018-19 maybe?), but it worked in their favour.
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Several years ago we tested many platforms including Monday.com and the takeaway was that given how many different ways we utilize task management (web designers, SEO digital specialists, account managers, video editors, graphic designers, etc.) that Asan was still the right tool for the job. It doesn't require everyone to use the software exactly the same way and that's a strength. Our agency is still powered by Asana and I don't see that changing anytime soon.

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I’ve also seen Trello work well for visual workflows with smaller teams. Has anyone compared its simplicity to more feature-heavy platforms like Asana or ClickUp?

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Strategic Marketing Manager

Trello was my fav tool by far and away but now part of Atlassian - thankfully they have kept it as is more or less and integrated it into the platform/ecosystem very well!

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Asana for sure. Its user-friendly interface makes it easy for teams to stay aligned and track progress in real-time.

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Asana is an all-time favourite. It helps in all kinds of project management. Timelines to monitor or reminders for follow-up, check progress or attach files, one can rely on this to fulfill all requirements. Trello and Jira are also popularly used.

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Smartsheet - I have been using this power house for about 14 or 15 years now, from the beta phase to helping with with implementing new features over the years which enabled me to run my emergency medical service, with all its complexities and various divisions seamlessly. Within in the 1st year of using it empowered me to grow our events, training, health & safety, consulting and HR divisions exponentially. Our events division went from 5 events to 500/yr managing the entire process from start to finish, bookings to payroll. In the training division managing students and bookings to certification tracking and more. In the health and safety we were able to build HSO managing systems for our complex clients whom had just about every industry under on roof to contol, with the consulting and research, recording stats and analylising data in order for us to make big decisions easier on projects. It boils down to what your needs are, I can assure you Smartsheet does it, from the simple to the complex, the power lies in your knowledge and understanding of the product, adoption happens easily due to the ability to control and create the back end, you dont need all your staff trained up, only one or two to become wizards on Smartsheet, who then builds the systems you need and implement them which inturn streamlines your processes thus creating an environment in which easy adoption can take place, complexity on the inside and simplicity on the out. If they dont have a feature, suggest it, you'll be surprised with what can be done.

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