--- title: WorkBoard Reviews meta_title: 'WorkBoard Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 306 reviews by the users' company size, role or industry to find out how WorkBoard works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 306 scale: '5' date_modified: '2026-08-12' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # WorkBoard Reviews **Vendor:** WorkBoard **Category:** [Strategic Planning and Execution Software](https://www.g2.com/categories/strategic-planning-and-execution) **Average Rating:** 4.6/5.0 **Total Reviews:** 306 ## About WorkBoard WorkBoardAI is the enterprise system of record for strategy and execution, powered by AI agents. It helps organizations execute faster, smarter, and leaner by connecting long-range strategy to daily work and reinforcing disciplined operating rhythms across leaders and teams. Enterprises use WorkBoardAI to align priorities, raise operational capacity, and turn strategy into measurable outcomes with AI Chief of Staff and Leadership Coach agents embedded into the flow of work. WorkBoardAI customers include Boeing, Viasat, BAE Systems, 3M, A.O. Smith, Renault Group, Capital One, State Street, Experian, Elevance Health, DaVita, BlueCross BlueShield, Cisco, Workday, Red Hat, 8x8, UnitedHealth Group, Avery Dennison, Mars, Nordstrom, Vestas, Dominion Energy, Albemarle, and more. Business leaders use WorkBoardAI to: • Execute strategy faster, smarter, and leaner • Align multi-year priorities to quarterly OKRs • Raise organizational velocity without adding headcount • Replace status updates with decision-ready executive briefs • Automate operating cadence reporting and MBRs • Surface execution risks and cross-functional dependencies early • Increase certainty and predictability in performance • Strategize and optimize using AI grounded in real execution data WorkBoardAI gives business leaders a system of record for strategy and execution, with AI agents that reinforce alignment, accountability, and follow-through across the enterprise. HR leaders use WorkBoardAI to: • Build stronger leaders at scale with AI Leadership Coach agents • Increase manager effectiveness and coaching consistency • Align performance conversations to business outcomes and OKRs • Raise operational capacity across the management layer • Reinforce accountability, recognition, and feedback habits • Improve cross-functional alignment and team dynamics • Measure and demonstrate impact on business performance WorkBoardAI helps HR leaders strengthen leadership capability while embedding execution discipline into daily work. Leaders and teams rely on WorkBoardAI for effective execution: “We chose WorkBoardAI to drive strategy execution in a faster-changing world. Its AI will help us improve strategic clarity, focus, operational rigor, and coaching as we deliver on our vision.” - Peter Tur Kulve, Business Group President, Unilever "WorkBoard helps us stay focused. It’s the rhythm of the business that really helps us make sure we’re continuing to execute on our strategies.” - Steve Shafer, COO & President, A.O Smith “WorkBoard brought joy to our team! The AI experience is just magical, and it’s brought us closer together as a team and Product organization.” - Tiffany Christner, Chief of Staff Cloud Engineering, Boeing “Unlike chatbots, WorkBoardAI agents know the ever-changing strategic priorities, which makes them a powerful way to scale the workforce.” - Erik Huddleston, CEO, Aprimo “We have a system of record for finance, HR, sales and marketing. What’s our system of record for our strategy and execution? WorkBoardAI.” - Sam Wilson, CEO, 8x8 “I couldn't run my business without WorkBoard. We would be so much slower, and I would never have the data I need to navigate all the changes outside or drive the changes we need inside.” - Tina Murphy, President & CEO, GHX ## WorkBoard Pros & Cons **What users like:** - Users find WorkBoard to be exceptionally **easy to use** , offering clear structure and effective tracking of goals and priorities. (6 reviews) - Users value the **structured goal management** in WorkBoard, enhancing clarity and alignment for team objectives and progress. (5 reviews) - Users love the **structured progress tracking** of WorkBoard, simplifying goal management and enhancing team alignment. (5 reviews) - Users appreciate the **clear communication** of WorkBoard, leading to focused discussions and aligned team efforts on goals. (4 reviews) - Users value the **effective OKR management** capabilities of WorkBoard, enhancing alignment and collaboration across the organization. (4 reviews) - Organization (4 reviews) - Visibility (4 reviews) - Users rave about the **superior customer support** of WorkBoard, making it easy to navigate the tool effectively. (3 reviews) - Users highlight the **ease of organizing objectives** and achieving visibility and transparency with WorkBoard's project management features. (3 reviews) - Tracking (3 reviews) **What users dislike:** - Users find the **complexity** of WorkBoard daunting, hindering initial engagement and making it less beginner-friendly. (2 reviews) - Users find the **limited features** of WorkBoard can hinder navigation and confuse new users, affecting engagement. (2 reviews) - Users desire better **integration of strategy alignment with OKR functionality** and improved admin access for user support. (2 reviews) - Users struggle with **clarity issues** related to mobile functionality and undefined pricing, complicating goal management on-the-go. (1 reviews) - Users find the **confusing options** in WorkBoard can hinder adoption, especially for those unfamiliar with its interface. (1 reviews) - Difficult Learning Curve (1 reviews) - Users find **difficult navigation** in WorkBoard, suggesting improvements for better control and access for admins. (1 reviews) - Expensive (1 reviews) - Goal Management (1 reviews) - High Complexity (1 reviews) ## WorkBoard Reviews ### 1. Centralized Goals, But Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Maitri P. | Dentist **Reviewed Date:** February 07, 2026 **What do you like best about WorkBoard?** I like how structured, well planned, and clear WorkBoard is. Goals, targets, updates, and priorities are off my shoulders and easy to track in one place. Having everything in one place makes it easier to stay clear on priorities. Target updates and progress are well structured, so I don’t have to search through emails or spreadsheets, nor do I have to jot it all down. It helps keep discussions focused and ensures everyone is aligned on what needs attention. **What do you dislike about WorkBoard?** The interface can feel a bit complex at first, and it takes some time to get used to all the features. Making it beginner friendly would make it so easy. **What problems is WorkBoard solving and how is that benefiting you?** I use WorkBoard to track goals, align team priorities, and easily see progress, which solves alignment issues and keeps everyone focused and updated. It organizes everything in one place, eliminating the need for emails or spreadsheets and making team discussions more efficient. ### 2. Transparency, Alignment, Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Rory T. | Strategic Initiatives Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about WorkBoard?** Having WorkBoard implemented across our entire organisation has meant everyone is reporting their progress in one place; this gives global visibility of what teams are achieving (and also where they might be struggling), reducing the tendency for teams to operate in silos, encouraging collaboration and reinforcing the 'common goal' mentality. As someone with administrator responsibilities in the platform, it's important for me to have easy access to effective technical support - we have a fantastic Customer Success Manager who understands the structure of our business, what our strategic goals are and will actively work with us to ensure we are getting the most out of WorkBoard. The online 'help' articles are comprehensive and thorough, and if we ever find we need to raise a support ticket, the response time is fast, usually within an hour, and the support engineers remain engaged until the issue is resolved. Workstreams in WorkBoard have proven particularly useful, they are now used widely across the business, and not only for OKR related projects - in addition to allowing teams to easily report progress towards key results, they allow for easy collaboration and management of projects as well as providing clear ways to identify tasks that are stalled or at risk. We're just starting to lean into the AI-generated team briefs - having a short bullet point summary of your team's progress including significant wins and off-track results automatically emailed at a scheduled time allows our leadership to go into meetings and project reviews fully informed with minimal effort. WorkBoard's overall ease of use and the functionality it offers means it has become part of the standard day-to-day for a significant number of our team - an increasing number of meetings are taking place within WorkBoard and the ability to integrate OKR progress and workstreams directly into the agenda has been a game-changer for maintaining momentum through each quarter. **What do you dislike about WorkBoard?** Although relatively minor, if I could make one change it would be to allow Admin users greater access to users' profiles to allow for more meaningful internal support with OKR setup and general troubleshooting; a 'log in as' function would be really useful. **What problems is WorkBoard solving and how is that benefiting you?** As a global business with teams spread across the world, it can be difficult for everyone to feel aligned and involved when it comes to strategy and goal setting; rolling out a structured OKR programme got us a long way towards overcoming this issue - WorkBoard has taken it to the next level. Strategic business objectives are now visible to everyone, this visibility makes it far easier for teams to identify what they should be focusing on in a given period, and crucially, WorkBoard allows individuals to see directly the impact that their efforts are having on the achievement of these business goals - turning something which could otherwise seem a distant concept into a real and tangible target. General OKR effectiveness has improved; with clearly communicated guidelines for publishing OKRs and submitting timely Key Result updates, everyone knows what's expected of them and when. It's straightforward to see what OKRs your upline team (VPs, Directors etc) has in place, so teams are able to easily create goals that not only support leadership, but also support overall business strategy. When it comes to the process of setting quarterly OKRs, teams are finding that WorkBoard's in-built AI functionality helps to refine the focus of their Key Results; rather than replacing discussions around what and how to measure, Co-Author elevates the conversation, prompting teams to set goals that support upline teams and stretch them to success and rather than just checking boxes - the AI input has proven especially useful for teams who see their achievements not measured by traditional financial metrics. Cross-functional collaboration is now far less challenging - when working on projects or Key Results that require input from different departments, 'dynamic teams' allow for a unified approach, putting everyone involved on the same page with shared Key Results and workstreams that give everyone full visibility of tasks that others are working on. Canvas functionality then allows teams (both dynamic and functional) to come together and actively share retrospective reviews and opinions on the results from the previous quarter, setting them up well for setting targets for the next. ### 3. WoBo, our strategic partner pushing us to execute seamlessly, transparently and effectively **Rating:** 4.5/5.0 stars **Reviewed by:** Jaclyn D. | Sales Enablement and Training Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about WorkBoard?** Makes it really easy for my users to organize team objectives and key results and update them weekly. Can tie back to company glass balls easily. Scorecards can curate the right information for the right person. Customer support and account managers are next level partners. **What do you dislike about WorkBoard?** Scorecards/canvas can have bugs. Some UX opportunities for improvement in how we navigate and level up information for people. Make it easier for wobo admins to have more control and access. Need aha integration. **What problems is WorkBoard solving and how is that benefiting you?** Workboard is solving the need for teams to have clear milestones and goals for each quarter. AND tying them back to company strategy. It is also solving the dependency/relationship/risk elevation for our teams and enhances transparency. Creates one space for updates with real-time accurate information. ### 4. Visibility & Transparency when Executing your Strategy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2025 **What do you like best about WorkBoard?** WorkBoard provides us with a cloud-based platform to manage our Strategy Execution program. This gives us scalability, visibility to what's actually going on and transparency in terms of being able to see the progress being made. Being able to search across the platform gives us insights into who is doing what and the ability to realign teams. The platform also includes a GenerativeAI component that allows teams to accelerate their OKR creation process and streamline reporting out utilizing all the data in the platform. Scorecards allow leaders and teams to visualize their progress in a simple tabular format - "OKRs on a page". **What do you dislike about WorkBoard?** Sometimes flexibility can be a barrier to adoption. For seasoned users, knowing they can to get to the same place from multiple starting points in the platform, is an advantage. However, for new users that flexibility can be confusing and sometimes users do get lost. We have seen the tool (WorkBoard) complexity used as an excuse for not engaging with the OKR methodology. **What problems is WorkBoard solving and how is that benefiting you?** Simplifying interaction with the platform via GenerativeAI which speeds up OKR creation and reporting out. ### 5. Easy to track goals! **Rating:** 4.0/5.0 stars **Reviewed by:** Milton D. | Manager, Talent Acquisition, Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2025 **What do you like best about WorkBoard?** We use it to track our OKRs and monitor their progress. It makes collaboration straightforward and simple. **What do you dislike about WorkBoard?** I haven't encountered anything noteworthy so far, but I should mention that my experience has been limited. **What problems is WorkBoard solving and how is that benefiting you?** We use Workboard to monitor and manage our OKRs. ### 6. Great experience with Workboard! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa A. | Horizontal Delivery HRBP, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about WorkBoard?** Workboard is a wonderful tool that at its core helps to streamline work across teams for a cross-functional approach to strategy execution. Its super easy to use, we have had the best customer support experience with any and all questions and although there will always be a change mgmt component to any new tool, the ease of implementation has been leaps and bounds better than other tools the team has tried. I would definitely recommend Workboard to any team looking to get their strategy in a spot for better execution! **What do you dislike about WorkBoard?** Would love more reporting within the tool **What problems is WorkBoard solving and how is that benefiting you?** Bringing a cross-functional team together on all of the work being done, a MBR scorecard view for leaders and a way to track at any time where we are with a specific task ### 7. Transition from Viva Goals to WoBo **Rating:** 5.0/5.0 stars **Reviewed by:** KAREN S. | Principal Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2025 **What do you like best about WorkBoard?** WoBo is a comprehensive digital strategy execution management solution with superior functionality for OKR creation, entry, and management with check-ins, reflections, and resets. The Strategy alignment is non-existent in other OKR software. Integrations are easy and dependable. **What do you dislike about WorkBoard?** Would like to see the Strategy alignment more integrated with OKR functionality. **What problems is WorkBoard solving and how is that benefiting you?** My Organization's improvement efforts were not aligned with strategy. Many employees did not understand how their work contributed to the high level goals of the organization. WoBo helps us illustrate OKRs at every level and how the align or nest under the strategy and Level 1 Os to move the needle on a rapid cadence. ### 8. Great for strategy alignment and automatic tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about WorkBoard?** The OKR whiteboards, alignment tree and the easy automation for Key results. It's 1-2-3 and you're done integrating and automating. This is especially important when you're deploying to hundreds or thousands of users. I've found Quantive to be the only Enterprise OKR tool in the market. We've been very happy with their Implementions team as well - creating custom reports for fit our needs. We use the tool daily, weekly and monthly, depending on the stakeholders. **What do you dislike about WorkBoard?** You need to have a strong buy-in. As with everything in business, any change requires that whoever undertakes it, takes it seriously. We invested time in building understanding why OKRs are important and it paid off. **What problems is WorkBoard solving and how is that benefiting you?** Stretgy execution. Our growth is dependent on the efficient use of Quantive to guide the strategic work. ### 9. Effortless Visualization of Strategic Initiative Progress **Rating:** 4.5/5.0 stars **Reviewed by:** Marko T. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **What do you like best about WorkBoard?** Quantive simplifies tracking long-term goals with user-friendly visualization. Its low-maintenance design and engaging features transform OKRs from a chore into an enjoyable process. The platform's efficiency allows us to stay on top of our objectives without consuming excessive time. **What do you dislike about WorkBoard?** I can't think of anything that I dislike about Quantive at the moment. **What problems is WorkBoard solving and how is that benefiting you?** Quantive excels at translating ambitious strategic objectives into concrete, time-bound, and measurable goals. The platform highlights smaller achievements that might otherwise go unnoticed, fostering a culture of recognition. By providing clear visualization, Quantive enables us to maintain focus on long-term strategies despite fluctuating market conditions. ### 10. Quantive is an organ like heart ❤️ **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2024 **What do you like best about WorkBoard?** I have personally used Quantive and actively follow their community, DoD (Dreams with Deadlines). What stands out for me is how intuitive and well-organized the product is. One of their most recent innovations, StrategyAI, represents a paradigm shift in the strategy design process. Unlike many competitors, Quantive consistently raises the bar by rapidly adapting to market trends and releasing features that address real user needs. Their engaged community undoubtedly plays a key role in driving their success. Quantive's recent OKR Reviewer and OKR Generator tools are particularly valuable for product managers, saving significant time in planning and refining objectives. The product’s ability to seamlessly integrate with other applications further enhances its usefulness, enabling teams to work more efficiently. It’s exciting to see how the platform continues to evolve and grow, setting new standards in strategic planning and execution. **What do you dislike about WorkBoard?** It would be great if the pricing model would be more affordable. **What problems is WorkBoard solving and how is that benefiting you?** I'm organizing my personal goals and wokeing on improving my strategy and okr management skills using Quantive. ### 11. Great way to start using OKRs with your team **Rating:** 4.0/5.0 stars **Reviewed by:** Alberto F. | CTO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2024 **What do you like best about WorkBoard?** The free tier has allowed our team to get confortable using OKRs. since we are using them to change our culture we still need to learn how to use them the best way. **What do you dislike about WorkBoard?** Sometimes the UI is a bit clunky. The edit button is in different places depending on the view you are or the item you want to edit. **What problems is WorkBoard solving and how is that benefiting you?** Quantive brings a easy way to start tinkering with OKRs without being too intrusive. ### 12. Seamless OKRs - tracking and alignment across teams **Rating:** 5.0/5.0 stars **Reviewed by:** Shiju T. | Head of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about WorkBoard?** Love the way it builds alignment within OKRs / Goals and different teams. Also love the breakdown from top level goal to individual task - I'd love to use it everywhere I work. The ability to have goals as checkpoint items (done/not done) vs progressive (volume of leads) is also very neat **What do you dislike about WorkBoard?** Nothing really, love mostly everything in it **What problems is WorkBoard solving and how is that benefiting you?** Building alignment, keeping focus ### 13. My new OKR tool for me and my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Davide S. | Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about WorkBoard?** I knew Quantive Resultls since 2019 (Gtmhub first name) but only this year I started use it to view if it was better than my older tool. I love maps (very useful) automations and integrations. Very important, for me, the integration with Jira. **What do you dislike about WorkBoard?** It's not in italian, yet. And sometimes i've noticed some issues in the interface but soon technicians resolve them after my request. I think something better can be done with the app. **What problems is WorkBoard solving and how is that benefiting you?** All my problems in management. With OKR and Task management i can work for me and my clients very well. The maps are awesome to show simply all the flow of work ### 14. Very smooth & clear goal. I was up and running in minutes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2024 **What do you like best about WorkBoard?** The fact that it is very intuitive and smooth to operate but still remains very flexible **What do you dislike about WorkBoard?** The fact it doesn't incorporate AI into its open text fields **What problems is WorkBoard solving and how is that benefiting you?** Quantive OKR management is helping my department keep & track its focus across quarters effortlessly ### 15. Review from a junior OKR Consultant **Rating:** 4.5/5.0 stars **Reviewed by:** Sude . | Consultant engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about WorkBoard?** I like that you can comment on updates, leave emojis for quick reaction. The help team is very eager to help always. I like the feed option as well. **What do you dislike about WorkBoard?** Some of our customers use translators and some of the qualities are disabled when it is open. **What problems is WorkBoard solving and how is that benefiting you?** It promotes responsibility and accountability within the organisation. It helps people to know exactly what they're working for. I believe it positively effected our performance. ### 16. Staff is great; software is still developing **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2023 **What do you like best about WorkBoard?** Collaboration with team members. The white board has improved recently and is a good function to draft before committing to production. **What do you dislike about WorkBoard?** * Difficult to understand alignment. * Difficult to understand what's important, i.e.: what's lagging, what's succeeding. * Limited support for external systems to automate key results. * Lacks the ability to communicate with colleagues within the app--even check ins, and "@"ing within checkins does nothing. **What problems is WorkBoard solving and how is that benefiting you?** Quantive and the practice of creating OKRs is driving conversations across the business. Though limited, this does help individuals to see the bigger picture. ### 17. good for OKR, meetings ideas and agenda, but no AI intgration done. **Rating:** 3.0/5.0 stars **Reviewed by:** Amol B. | T, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about WorkBoard?** OKRs and Meetings and concept of Action Items **What do you dislike about WorkBoard?** Sometimes there is downtime so its little irritating **What problems is WorkBoard solving and how is that benefiting you?** we have goals quarterly and then folllowups and then we have meetings and takeaways which is well planned interface **Official Response from David Chase:** > HI Amol, thank you for your review. Sharing some info on AI to help you out, we have been using AI across our platform for almost 5 years, and in September 2023 went to market with a series of Generative AI capabilities. You can learn more here - https://www.workboard.com/strategy-execution-genai/. WorkBoard platform is consistently above 99.99% uptime, details are available for customers when they log in. Best, WorkBoard! ### 18. It allowed me to better plan my working order and increased my working efficiency. **Rating:** 5.0/5.0 stars **Reviewed by:** Fatih Hakkı U. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2023 **What do you like best about WorkBoard?** Together with my colleagues, he created a more planned and traceable working environment. It allowed us to quickly share the improvements and useful work we have done in our work environment and benefit from these improvements collectively. **What do you dislike about WorkBoard?** The updates that I had to do every week started to come to me as an extra workload during the weeks when I was busy. There were times when it negatively affected my business plan in the meetings we held every week. **What problems is WorkBoard solving and how is that benefiting you?** If others are experiencing problems that I have solved, they can benefit from my solutions, and I also benefit from the solutions found by others. It also makes my team leader aware of my problem when I encounter a problem. ### 19. Good OKR Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Roman A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2023 **What do you like best about WorkBoard?** It's a good and straightforward tool to record, track, update and manager OKRs. We all had to spend very little time and effort to start using it. Even those team members who do not own any OKRs are checking what's going on to be in sync with everybody. **What do you dislike about WorkBoard?** 1. No custom ordering of Objectives or Key Results. You can sort Objectives in the alphabetical order (having created appropriate names for them with numbers), but there is no sorting in the alphabetical order of Key Results within each Objective. The 1st you create will be on top and so on. 2. "Dashboard" works somewhat strange: shows only something and in strange order. Again, you can't sort lists they way you want. 3. "Feed" works strange: it would be more convenient if you can first look at the Objectives/Key Results and then see updates. **What problems is WorkBoard solving and how is that benefiting you?** Keep focus on what we've defined as most important. ### 20. Great for weekly reflections **Rating:** 4.5/5.0 stars **Reviewed by:** Emma S. | Paid Search Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2023 **What do you like best about WorkBoard?** We use it for OKR tracking and for weekly reflections in the business. It makes it easy to track how we're progressing and we really like ranking blockers and help needed. **What do you dislike about WorkBoard?** We love using the gifs in reflections but sometimes if you change to a different tab before saving your reflection then it deletes the gif. Can be a bit frustrating when you've spent the time to find a good one! **What problems is WorkBoard solving and how is that benefiting you?** Our internal OKRS and goals we set out for the quarter. We also use it to track individual goals which are linked to our progression plans (and bonuses, pay rises etc) ### 21. It is a very productive program **Rating:** 4.5/5.0 stars **Reviewed by:** Büşranur K. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2023 **What do you like best about WorkBoard?** By looking at the quantitative results, I can better analyze how beneficial the action steps I have determined to realize my OKRs are. Thanks to this guidance, I can control, improve or change if there are things that are wrong in my activity steps and that do not lead me to the goal. In addition, when I see green data in quantitative results, my motivation for that target increases. When I see the reds, I deduce that I should spend more time and work better for that target. It is a very productive program to be able to accurately set our goals and monitor processes and progress. In particular, thanks to the communication of team members, it is possible to move towards the goal with faster and more accurate steps with different perspectives. **What do you dislike about WorkBoard?** I don't like to see that I can't achieve my goal :) It is difficult to quantify data on only some targets. Therefore, we have difficulties in creating and reflecting quantitative data. **What problems is WorkBoard solving and how is that benefiting you?** Shows which point I am in achieving the goal. It allows me to see where I started and where I am going while aiming to achieve this goal. It is very comfortable and understandable in terms of use. ### 22. Great experience when starting with OKRs **Rating:** 4.5/5.0 stars **Reviewed by:** Sebastian C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about WorkBoard?** It's a great solutions that powers the OKRs. It includes all the features needed to deploy the strategy inside a company with a team without experience using the metodology. The automations helps a lot. **What do you dislike about WorkBoard?** The KR would be better if they had other ways of measuring. In the past, I used different platforms, and allowed me to establish Mile Stones for a specific KR that helps a lot, mainly in not numerical achievements. **What problems is WorkBoard solving and how is that benefiting you?** It helps our company to have an organized strategy and our OKRs stay in one place. It's a lot better than having a google or excel sheet with it. It let me organize the performance of the company Q to Q ### 23. Changing from another platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about WorkBoard?** First impression was the usability, light years away from what we used before. Much more user-friendly and easy to perform all tasks, from creating Objectives and KR, organizing, validating, updating and tracking them. **What do you dislike about WorkBoard?** The main difficulty I have experienced is related to login/authentication, as we have not yet integrated with single sign-on. Not having reports available in the starter pack is also something I consider less positive. **What problems is WorkBoard solving and how is that benefiting you?** Alignment of all our teams with the company's purpose, enabling greater focus, productivity, engagement and motivational improvement We are currently able to show a positive evolution of our performance since the beginning of the use of Quantive Results in 2023 Q1. ### 24. Launching OKRs with QR in Academic Medical Center **Rating:** 5.0/5.0 stars **Reviewed by:** Brian F. | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about WorkBoard?** Quantive Results has created a level of transparency across our enterprise in ways we did not have before. We've launched 20 interdisciplinary teams across our clinical, academic and research platforms to execute on mission-critical initiatives intended to transform our work and improve outcomes. **What do you dislike about WorkBoard?** Quantive Results provides a lot of flexibility in how we configure our Objectives and Key Results to align with our culture, leadership and governance structure to facilitate decision-making. The Insight Boards are extremely helpful in narrowing our focus on specific areas, but developing customized Insight Boards is not very user friendly and requires technical professionals to develop. **What problems is WorkBoard solving and how is that benefiting you?** The software is helping our organization narrow our focus on what matters most, and is providing transparency across the board to allow multiple teams to see and link work products/initiatives as needed to improve similar goals. For example, how we improve patient access in the ambulatory environment is similar, but different, to how we provide access to our inpatient services. Quantive Results provides a one-stop shop and viewpoint from which people can understand dependencies and status. ### 25. Founder & CEO **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about WorkBoard?** Session management, AI suggestions feature, whiteboard for planning sessions with clients, insight boards, API integrations. **What do you dislike about WorkBoard?** Inability to customize fields, inability to export reports and snapshots of fields. **What problems is WorkBoard solving and how is that benefiting you?** Focusing on delivering outcomes and focus accross critical areas of business. Managing board level discussions and understanding the best return on investment for my limited time. ### 26. Adopt and implement OKR in our startup with G2 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2023 **What do you like best about WorkBoard?** Able to do monthly updates and track progress with a graph. Having examples and guidance for different teams. Statistics and badges across teams and high-level summary. **What do you dislike about WorkBoard?** The whiteboard is hidden and sometimes hard to find. Some templates for the whiteboard would be nice to have. The report is kind of useless, or no guidance to new users. A reminder to send user to update their OKR periodically would be nice **What problems is WorkBoard solving and how is that benefiting you?** Implement and adopt OKR as a company new to OKR, track progress and update across team on a quarterly basis. Able to visualize OKR numbers for each team and have clear history. ### 27. Nice way to wrap up the week and keep on top of my goals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2023 **What do you like best about WorkBoard?** I really like the kudos feature in the summary section, it allows me to shout out my peers and teammates for all the great work that they have done during the week! **What do you dislike about WorkBoard?** The biggest issue we have had is the bugs and glitches, as a team we try to log on or get our summary done and it does not work sometimes - this could be improved on **What problems is WorkBoard solving and how is that benefiting you?** It allows us to all be aligned on the OKRs that we are currently working on, staying on top of these and understanding where everyone is at can be hard and it helps ### 28. Incredible impact over okr's management **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo C. | Docente Universitario, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about WorkBoard?** The ability to work as a team simultaneously, as well as being able to review the impact of my actions and those of my team, generates an incredible synergy that cannot be achieved with another solution. **What do you dislike about WorkBoard?** I would like to improve the integration with other apps like notion or slack. **What problems is WorkBoard solving and how is that benefiting you?** It provides an incredible work platform, where you can carry out a detailed monitoring of the actions and results obtained. There really is no other solution with the ability to offer both strategic and operational coordination. ### 29. Easy and Simple to use - Provided some good insight **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew A. | IT Support Technician, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about WorkBoard?** The fact that you are able to quickly see the progress of your tasks items. It visualises progresss and results. **What do you dislike about WorkBoard?** I don't like that you cannot easily see historich or past tasks and that you can only look at them via previous quaters. **What problems is WorkBoard solving and how is that benefiting you?** It is showing us what different parts of the businesses are acheiving and their results. ### 30. Quantive Results is the most useful OKR program. **Rating:** 5.0/5.0 stars **Reviewed by:** Gözde Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2023 **What do you like best about WorkBoard?** You can create reports that are shaped according to whatever you want and I can share with my teams. **What do you dislike about WorkBoard?** There is no closeout for key results or goals. If there is a close out or closing score something like that end of the quarter will be more easy. **What problems is WorkBoard solving and how is that benefiting you?** I can see my progress better with metric results ### 31. Quantive for OKRs and and check-ins **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about WorkBoard?** I like that the interface is easy to understand and use, and it is a one stop shop fo keeping tasks organised. Useful for the whole team to see check progress. **What do you dislike about WorkBoard?** I think the dashboard could be a bit more interactive and tailored to specific individual's needs to highlight important tasks that need to be actioned. **What problems is WorkBoard solving and how is that benefiting you?** Quantive Results is a one-stop shop for OKRs and it is housing all of our KR's in one place. Easy for the team to check on progress and mark confidence levels. ### 32. Nice tool but better if you are a large company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2023 **What do you like best about WorkBoard?** Quantive is easy to use for most parts and calculates your progress better than other OKR tools I have used. Their support is quick to answer and helpful. The platform is generally easy to train others on. **What do you dislike about WorkBoard?** The onboarding is nonexistent if you are a small company. It's an expensive tool, and getting help with more complex matters is costly. It's buggy at times, and the KPI section and automation of OKRs leaves a lot to be desired. **What problems is WorkBoard solving and how is that benefiting you?** We use the OKR functionality and it helps align our organization. ### 33. Quantive a good online tool for OKR management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2023 **What do you like best about WorkBoard?** Objectives alignment across the whole organization. A good free package allows as many users as you require. If facilitates transparency. **What do you dislike about WorkBoard?** You are looking always at the past. Sometimes you struggle to get the data up to date. **What problems is WorkBoard solving and how is that benefiting you?** Easy and quick access to the OKRs. Transparency and alignment across the whole organisation. ### 34. Easy and impactful OKR software with great support **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2023 **What do you like best about WorkBoard?** The software is made with the end user in mind, quickly providing a framework to allow the OKRs to directly impact the management of the business and enable teams to manage towards goals proactively. The support from the team at Quantive has also helped us to set up for success quickly. **What do you dislike about WorkBoard?** There are no significant downsides besides being another system to integrate into our workflows and the slight learning curve on the front end. The result easily warrants the effort, though. **What problems is WorkBoard solving and how is that benefiting you?** Quantive provides a centralized repository to view the business where it currently stands and the results we're driving. It's a one-stop shop. ### 35. Quantive is an innovative product with flexible modules that can be configured to business needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Paige L. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about WorkBoard?** Three Keys 1. The features within the tool itself are ahead of its competitors. 2. The library and built-in support are easy to read and use. 3. The customer and tech reps from Quantive are knowledgeable and enjoyable to work with. **What do you dislike about WorkBoard?** I love that Quantive is innovative and a mover and shaker in its respective space. At the same time, I think this might be causing a bit of infra capacity issues because it is often a bit slow or you have to refresh or close out to get it to work again. **What problems is WorkBoard solving and how is that benefiting you?** We are still in the early phase of implementing Quantive. ### 36. Great Platform, easy to use, exactly what we were looking for! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about WorkBoard?** The simplicity of the view makes it a great tool for a large team. Also their customer service team has been amazing with any questions I've had setting up our account. **What do you dislike about WorkBoard?** Having to pay for small features that I would have thought were free such as viewing the change history of KRs. However there were some work arounds that allowed us to get this information for free. :) **What problems is WorkBoard solving and how is that benefiting you?** We were looking for a platform that would be simple and house our full team OKRs. This platform has allowed us to bring transparency to our goals as a team. The setup process was very straightforward. I love the reports option ### 37. Great to show alignement and track progress. Whiteboards can be improved **Rating:** 4.0/5.0 stars **Reviewed by:** Mateusz B. | Staff Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2023 **What do you like best about WorkBoard?** When my company switched to Quantive, I was able to clearly see how the goals of particular employees and departments contribute to company goals **What do you dislike about WorkBoard?** Their whiteboards (additional feature) is a few steps behind the best whiteboards on the market (e.g. Miro) **What problems is WorkBoard solving and how is that benefiting you?** Quantive can be connected to other tools to automatically update results. This way we have results of the whole company in one tool and in many cases they're updated automatically ### 38. GTMHub (now Quantive) really improved alignment between our teams and our corporate goals. **Rating:** 4.5/5.0 stars **Reviewed by:** Marc A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about WorkBoard?** The most important thing we were looking for was a tool and a framework that would help our teams maintain alignment with our corporate goals and vision while we scaled. And that's exactly what GTMHub (now Quantive) delivered. **What do you dislike about WorkBoard?** It's a tool that's still in its maturation stage. That is, it's not as polished and full-featured as we would've liked it to be. However this isn't a criticism of the company or the product...it's just the simply reality that most tools in this domain are still evolving. **What problems is WorkBoard solving and how is that benefiting you?** It solved the problem of keeping teams aligned with corporate strategic goals, and measuring our progress in that area. As a result, our productivity and focus improved across the board. ### 39. Using GtmHub for corporate accountability **Rating:** 4.5/5.0 stars **Reviewed by:** Sam W. | Research Analyst / Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about WorkBoard?** Ability to create metrics for various business departments and update in real time. **What do you dislike about WorkBoard?** We were unable to enter business performance data for certain departments after the quarter closed. The day after the quarter closed is when we would pull info but we couldn't add it to that metric. **What problems is WorkBoard solving and how is that benefiting you?** Having sales & membership goals for our departments to achieve. Also the ability to update those goals periodically and see a percent completion for each OKR. ### 40. Helpful for tracking activities and progress across departments **Rating:** 3.5/5.0 stars **Reviewed by:** Tom B. | Growth Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about WorkBoard?** The platform is most helpful in that it enables teams to track activities and progress across departments, and see how their work ties into overall goals/strategic objectives. **What do you dislike about WorkBoard?** The platform is a little difficult to navigate, and added features like whiteboards etc. don't seem to add much to its core value. **What problems is WorkBoard solving and how is that benefiting you?** Tracking departmental activities and the results of our initiatives, which helps the team stay on track through the quarter. ### 41. good for tracking our work progress **Rating:** 4.5/5.0 stars **Reviewed by:** Habel s. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about WorkBoard?** percentage features that we can insert in every job list **What do you dislike about WorkBoard?** nothing, but maybe quantive can add some features to notify user for inserting the job progress **What problems is WorkBoard solving and how is that benefiting you?** it benefit by its feature that track every job list ### 42. Great way to keep the team updated with their OKRs **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about WorkBoard?** There is one central place to keep our OKRs and easily update and monitor their progress. **What do you dislike about WorkBoard?** We actually call our 'child objectives' the term 'initiatives', so the sequence is Objective, Key Results, Initiative (then measures of this). So it can be a little confusing for the team! **What problems is WorkBoard solving and how is that benefiting you?** Achieving high level business objectives on an individual and group level ### 43. Great tool and fantastic service **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2023 **What do you like best about WorkBoard?** I love the whiteboard and ability to collaborate with others. **What do you dislike about WorkBoard?** A lot of functions to learn can make it hard to get started. **What problems is WorkBoard solving and how is that benefiting you?** Employees have frequently said that they find it hard to connect to the company objectives. With Quantive, we can create department-level OKRs that align with the company objectives. I'm excited to see how their performance moves the needle now that they have clarity. ### 44. Good so far but new to configuring the system that is not yet in production **Rating:** 3.5/5.0 stars **Reviewed by:** Chris B. | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about WorkBoard?** Customer support has been good Administration within the platform appears user-friendly and efficient Ability to use the platform as a management tool when none exists **What do you dislike about WorkBoard?** It is very confusing between what actually contributes towards overall progress when there are parent key results cascading and a number of child objectives; there should be something other than an equal weighting of key results into objectives. **What problems is WorkBoard solving and how is that benefiting you?** The first benefit is finally having a central view of all company priorities that are being addressed by all of the various teams. The second benefit is time savings in reporting progress. ### 45. Review of Quantive **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about WorkBoard?** The check ins are a very useful tool for us **What do you dislike about WorkBoard?** Have struggled a little with the interface **What problems is WorkBoard solving and how is that benefiting you?** Running of OKRs as well as weekly check-ins ### 46. Great tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about WorkBoard?** Set goals clearly. We can see what next needs to be done. **What do you dislike about WorkBoard?** Login can be easier. Probably accepts Face ID login? **What problems is WorkBoard solving and how is that benefiting you?** To see my own goals and other team members' too. ### 47. Accountability Framework + Top Notch CS **Rating:** 5.0/5.0 stars **Reviewed by:** Michelena H. | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about WorkBoard?** An easy-to-use tool that forces an accountability framework that all levels of contributors in an org can utilize. Our CSM is best-in-class! **What do you dislike about WorkBoard?** No downsides, this framework WORKS and the tool is great! **What problems is WorkBoard solving and how is that benefiting you?** One of our internal "Action Principles" is "Find Focus First" and this tool assists in that exercise and prioritization. ### 48. Robust platform but lacks features for better admin experiences **Rating:** 3.0/5.0 stars **Reviewed by:** Melissa L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about WorkBoard?** - OKR structure / setup process - Alignment view - Automation ability **What do you dislike about WorkBoard?** - Automation setup in codeless screen is not flexible - Lacking in features for more robust admin experience - ability to audit notifications, ability to send ad-hoc notifications from platform (e.g. OKR reminders, insighboards) **What problems is WorkBoard solving and how is that benefiting you?** - Alignment - still working through ideal setup for cross-team alignment - OKR hygiene - have seen improvement in people's update cadence and OKR setup ### 49. Smart and robust OKR tool **Rating:** 4.5/5.0 stars **Reviewed by:** Anton K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about WorkBoard?** Our company uses Quantive for long-term planning and OKR / KPI management. Interface is very flexible, once you configure everything, your team will always know what to do. It's also very easy to track progress and keep everyone informed. **What do you dislike about WorkBoard?** Interface takes some time to get used to. Some onboarding materials or active notifications with advices for first time users would be appreciated. **What problems is WorkBoard solving and how is that benefiting you?** We looked for right tool to track our KPI / OKR for a long time and Quantive happens to be one of the best tools in the market. ### 50. Fast, durable, quality product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about WorkBoard?** It is easy to use and easy to find anything you are looking for. **What do you dislike about WorkBoard?** It does not have any security features, or I did not find it yet. I was looking for MFA. **What problems is WorkBoard solving and how is that benefiting you?** It makes easy to track down my process and show of my work to my superiors by letting them examine the details and plans I have. ## WorkBoard Discussions - [Can you track time spent against individual tasks or at a project level?](https://www.g2.com/discussions/2926-can-you-track-time-spent-against-individual-tasks-or-at-a-project-level) - 1 comment, 1 upvote - [View WorkBoard pricing details and edition comparison](https://www.g2.com/products/workboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-14+06%3A44%3A52+-0500&secure%5Bsession_id%5D=c20c0607-08c6-4ade-8624-3a623320b5cb&secure%5Btoken%5D=199654a62c03d14e4740e98323a2ae0ee4783d7cfc702d88b63165ddf64eed5f&format=llm_user) ## WorkBoard Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Azure](https://www.g2.com/products/microsoft-microsoft-azure/reviews) - [Microsoft Azure DevOps](https://www.g2.com/products/microsoft-azure-devops/reviews) - [Microsoft Copilot](https://www.g2.com/products/microsoft-copilot/reviews) - [Rally](https://www.g2.com/products/rally-space-inc-rally/reviews) - [ServiceNow Connector](https://www.g2.com/products/servicenow-connector/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## WorkBoard Features **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Prepare** - Strategy Map - Strategy Model - Rules - Frameworks - Customizable Templates **Communication** - 360 Degree Feedback - Confidence Levels - Messaging Integrations - Onboarding **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) - Multi-Language **Performance reviews** - 360 Reviews - Customizable Forms - Review Cycle Tracking - Ongoing Performance Tracking - Applicant Tracking **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection - Natural Language Processing - Simulation and Scenario Generation **Strategic Planning - Strategic Portfolio Management** - Objectives - Roadmaps - Demand management - Resource Planning - Planning - Simulation - Prioritization - Alignment **Additional Functionality** - Onboarding - Individual Development Plans - Career Development - Approval Process Control - Customizable Branding - AI Copilot - Reminders - Customizable Templates - Employee Profiles - Employee Engagement - Learning & Development - API **Plan ** - Vision Statement - Goals - Collaboration - Cascade Planning - Strategic Planning - Project Planning - Scenario Planning - Activity Planning **Goal Creation** - Team OKR - Individual OKR - Mind Mapping - Action Item Creation - Collaboration Tools **Platform** - Conversation Editor - Integration - Human-In-The-Loop - Drag & Drop Editor - Human-in-the-loop (HITL) **Goals** - Goal Setting/Tracking - Company Goals And OKRs **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Strategic Management - Strategic Portfolio Management** - Visiblity - Tracking - Risk Management - Implementation - Change Management - Optimization - Strategy Model - Frameworks **Optimize** - Progress Tracking - KPIs - OKR - Status Tracking - Task Progress Tracking - Activity Tracking - Milestone Tracking - Goal Setting/Tracking **Feedback** - Continuous Feedback - Requesting Feedback - 1-On-1 Meetings - Public Praise - Surveys & Feedback - 360 Degree Feedback **Generative AI** - AI Text Generation - AI Text Summarization **Data Analysis - Strategic Portfolio Management** - ESG Impact - Financial Performance - Forecasting **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Objectives and Key Results (OKR)** - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Agent Collaboration - Data Governance - Prompt Engineering - Feedback Management - For No-Code Development - Version Control - Role-Based Permissions - Dynamic Modeling - API - Memory Management - Monitoring - Scalability - Cost Management - Scheduling - Natural Language Interface - Access Controls/Permissions - Multiple LLM Models - Integration Management - Customizable Frameworks - Pre-built Templates - Analytics - Intent Recognition - Contextual Guidance - Rules-Based Workflow - Attended Automation - Drag & Drop - For Sales/Marketing - Generative AI - Business Process Automation - AI Copilot - Third-Party Integrations - Multi-Channel Communication - Sentiment Analysis - Deep Learning - Code-free Development - Compliance Management - Automated Responses - Knowledge Management - Transfers/Routing - Personalization - Activity Dashboard - Customer Experience Management - Virtual Personal Assistant (VPA) - Chatbot - Speech Recognition - Reporting/Analytics - Task Management - Customer Engagement - AI/Machine Learning - Configurable Workflow - Unattended Automation - Conversation Intelligence - Workflow Automation - Proactive Error Detection **Additional Functionality** - Negative Feedback Management - Communication Management - Reminders - Real-Time Reporting - Reporting & Statistics - Employee Profiles - Performance Management - Feedback Management - Task Progress Tracking - Alerts/Notifications - Prioritization - Activity Tracking - Customizable Reports - Drag & Drop - Progress Tracking - Project Planning - Data Visualization - Search/Filter - API - Goal Setting/Tracking - Task Management - Real-Time Updates - Performance Metrics - Progress Reports - Single Sign On - Goal Management - Project Management - Customizable Dashboard - Real-Time Data - AI Copilot - Strategic Planning - Generative AI - Workflow Management - Configurable Workflow - Document Storage - Template Management - Commenting/Notes - KPI Monitoring - Employee Management - Customizable Templates **Data** - Dashboards And Reports - Historical Data - Customizable Reports - Real-Time Data **Execute** - Performance - Communication - Alignment - Performance **Artificial Intelligence - Strategic Portfolio Management** - Process Intelligence - Predictive Insights - Virtual Agents **Additional Functionality** - Trend Analysis - KPI Monitoring - Visual Analytics - Financial Management - Budgeting/Forecasting - Workflow Management - Data Visualization - Collaboration Tools - AI Copilot - Ad hoc Reporting - Data Management - Scorecards - Secure Data Storage - Trend/Problem Indicators - Reporting/Analytics - Dashboard - Self Service Data Preparation - Generative AI - Performance Metrics - Data Import/Export - "What If" Scenarios - Benchmarking - Third-Party Integrations - Data Extraction - Data Integration - Predictive Analytics - Drag & Drop - Prioritization - Financial Analysis - Projections - Dashboard Creation - Document Management - Planning Tools - Idea Management - Progress Reports - Customizable Reports - Activity Dashboard - Real-Time Reporting - Commenting/Notes - Template Management - Roadmapping - Performance Management - Forecasting - Task Management - Project Accounting - Modeling & Simulation - Single Sign On - API - Reporting & Statistics - Real-Time Data - Charting - Gantt/Timeline View - Sales Forecasting **Agentic AI - Performance Management** - Succession Planning - Multi-step Planning - Natural Language Interaction **Additional Functionality** - Employee Portal - Performance Metrics - Self Service Portal - Customizable Templates - Generative AI - Employee Management - Employee Profiles - Reporting & Statistics - AI Copilot - Alerts/Notifications - Weighted Performance Measures - Third-Party Integrations - Peer Appraisals - Personalization and Recommendation - Compensation Management - Performance Appraisal - Individual Development Plans - Self Assessment - Skills Assessment - Performance Review Management - Document Management - Workflow Management - Training Management - Employee Database - Approval Process Control - AI Summarization - Competency Management - API - Employee Recognition - Onboarding - Career Development - Customizable Branding - Reminders - Employee Engagement - Learning & Development - Workflow Automation ## Top WorkBoard Alternatives - [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) - 4.8/5.0 (244 reviews) - [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) - 4.6/5.0 (177 reviews) - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,300 reviews)