Jetpack Workflow Reviews & Product Details

We moved from Jetpack 1.0 to 2.0 and were able to keep everything we already loved, while also gaining access to a lot of new features that have made our workflow management more effective. I especially like the new Project Management tab because it lets me customize the view to match how I work. The unlimited scroll is also a big plus, since I can see everything in one place without having to jump between pages. Overall, it has noticeably improved my efficiency when it comes to managing workflows. Review collected by and hosted on G2.com.

After using Jetpack 1.0 for a number of years and Jetpack 2.0 for a few months. The things I disliked have been eliminated or improved upon. At this time, I'm not aware of anything I dislike about Jetpack Workflow. Review collected by and hosted on G2.com.

I really like the flexibility Jetpack Workflow offers through its customization and reporting capabilities. Being able to quickly access the information and reports we need makes managing our workflows much easier. One of my favorite features is that each user can create and save their own views. Since everyone works a little differently, having personalized lists helps each team member stay organized, focused, and productive. Review collected by and hosted on G2.com.

There aren't many drawbacks from my perspective. If I could suggest one enhancement, it would be more robust and granular user permissions. Having additional options for managing access by role would provide even greater flexibility for larger teams and more complex organizational structures. Review collected by and hosted on G2.com.

I love that it helps me keep the tasks that I need to do in order. I also like that sometimes I feel overwhelmed, and I can just go to the top of my list and start from there. It takes away the decision of what to work on, but helps me work on something that is next in line. Review collected by and hosted on G2.com.

The new version has been a bit of a learning curve, and I might still be learning all it has to offer. However, the one thing that bothers me is that a task will show up for me to do, and it is dependent on the previous task being done, which has not been done yet, but it still shows up in my to-do list. It doesn't take that much time to click into it to see that the previous task has not been done, but it is still a step I could avoid. Review collected by and hosted on G2.com.

I really appreciate the ease of use and friendly UI that Jetpack Workflow offers. It keeps everything organized in a centralized location, which helps me and my team stay on track with all of our different jobs as a single family office. I found the initial setup to be very easy, thanks to my experience as a power user in a previous public accounting firm. Review collected by and hosted on G2.com.

I think Jetpack Workflow could be improved with email integration, something similar to what's offered by Karbon. This would make it even more useful for our work. Review collected by and hosted on G2.com.

I like that Jetpack Workflow is simple, and you can just jump right into it. The setup was very easy for me. Review collected by and hosted on G2.com.

I'd like to be able to input my client arrangement sheet and some of those details, so maybe just a better experience with that would be good. Review collected by and hosted on G2.com.

Jetpack is a clean and straightforward workflow solution that is designed specifically for accounting practices. The designers are familiar with the accounting business and have made the functionality match, I especially enjoy the new UI in V2. Review collected by and hosted on G2.com.

The lack of api/zapier connectivity is the only thing that I feel is a disadvantage. Document storage within the program would also be a significant improvement. Review collected by and hosted on G2.com.

Jetpack Workflow does what it says it will very well: which is internal workflow management and data housing. The product is dependable and consistent. I found the support staff easy to work with. Review collected by and hosted on G2.com.

This product is limited to a specific wheelhouse. We quickly outgrew the product and needed more features. We sought more of a CRM that could help us manage emails as a team, and we needed a mobile app to work on the go. Review collected by and hosted on G2.com.

it is very easy and user-friendly. keeps tasks organized and accountable within teams. the tagging feature is very useful. very easy for new team members onboarding to see what the work entails as well as managers and partners. its essentially a virtual notepad that can be shared amongst team members. Review collected by and hosted on G2.com.

nothing in particular that i dislike. system has been great, no issues thus far. never had an issue of the system failing either which is always helpful. Review collected by and hosted on G2.com.

Using JetPack helps us keep track of all the big and small things so nothing falls through the cracks. The dashboard view showing overdue tasks, due today, this week and next week is very helpful. It's been especially helpful as we have added our first employee (aside from my husband and myself) in her keeping track of what needs to be done - we flipped jobs over to her and she knew what was needed. The ability to have templates and duplicate jobs from one client to another is also very helpful as many of our processes are the same, no matter who we are dealing with. Review collected by and hosted on G2.com.

Unable to batch change due dates or persons assigned to jobs/tasks when making changes for a recurring job. Unable to reorder tasks if a dependency is set up - this is frustrating when you need to add a task to a large job that should be somewhere other than the bottom for the task order. You have to remove all the dependencies, reorder the tasks, then re-set all the dependencies. Unable to have more than one contact per company - multiple contacts are needed as we deal with multiple people for some of our clients but have no way to record other contacts and what their roles/functions are. Everything must then be told verbally/emailed to those that need to know. I also find the screen for adding or modifying a job to be clunky. If the field is left empty, it "disappears" meaning you have to hover your mouse over white space to find it back again. The flow of the fields is not very intuitive. Review collected by and hosted on G2.com.

Jetpack Workflow gives you a place to put all tasks that we have due monthly, quarterly, bi-annually, and annually, prioritize those tasks, assign them, and show the workflow of who, how, and when items need to be finished and reviewed. Sharepoint workflow has a similar functionality, but Jetpack takes it a few steps beyond which has made hiring new employees and getting them into the flow much easier. Review collected by and hosted on G2.com.

It is a common complaint when you talk with other Jetpack users, but once you set a task in motion and allocate portions of it based on when those are due, you can not change it without undoing the whole process and re-ordering the complete task. While not a deal-breaker for most, it aggravates not being able to shuffle things around or add new functions that might or might not take precedent over another. Review collected by and hosted on G2.com.