--- title: WorkBoard Reviews meta_title: 'WorkBoard Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 308 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: 308 scale: '5' date_modified: '2026-10-30' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management ---

WorkBoard Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users praise the ease of use of WorkBoard, making tracking goals and collaboration straightforward and efficient. (6 mentions)
Users value the structured goal management of WorkBoard, making tracking priorities and progress effortless and efficient. (5 mentions)
Users value the effective progress tracking in WorkBoard, streamlining goal management and enhancing team alignment. (5 mentions)
Users appreciate the clear communication and alignment features of WorkBoard, which streamline tracking and collaboration effectively. (4 mentions)
Users appreciate the effective OKR management of WorkBoard, enabling alignment and accountability within their teams. (4 mentions)
Users find the complexity of WorkBoard challenging, especially for new users, hindering engagement with the OKR methodology. (2 mentions)
Users find the limited features of WorkBoard can hinder adoption and create confusion for new users. (2 mentions)
Users desire improved strategy alignment integration with OKR functionality for better support and troubleshooting capabilities. (2 mentions)
Users report clarity issues with WorkBoard, particularly regarding mobile functionality and pricing transparency. (1 mentions)
Users find the confusing options in WorkBoard can hinder adoption, especially for newcomers navigating the platform. (1 mentions)

5 Pros or Advantages of WorkBoard

5 Cons or Disadvantages of WorkBoard

WorkBoard Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is WorkBoard, and what problem is it built to solve?

WorkBoard is an enterprise system of record for Strategic Portfolio Management, built around OKRs as a goal-setting and prioritization framework. It connects long-range strategy with portfolio investment decisions, initiative roadmaps, capacity planning, and day-to-day execution, using embedded AI agents to surface risks and automate operating-cadence reporting.

What languages does WorkBoard support?

WorkBoard supports 1 language: English.

What company sizes and industries is WorkBoard the best fit for?

WorkBoard appears across small, mid-market, and enterprise organizations, with positive-use experience concentrated in software and IT, consulting, healthcare, and financial services. The most represented segments include:
  • Company size — Small businesses: Teams with 50 or fewer employees appear frequently.
  • Company size — Mid-market: Organizations with 51–1,000 employees are well represented.
  • Company size — Enterprise: Organizations with more than 1,000 employees also feature prominently.
  • Industries: Computer software, information technology and services, management consulting, healthcare, and financial services are among the recurring industries.

How long does it take to implement WorkBoard across a team?

Implementation timelines range from quick launches to rollouts that take several months, with under a month the most common reported experience. Larger or more involved deployments can take longer.

What customer support options does WorkBoard provide, and how do users find the overall support experience?

WorkBoard provides several ways to get help, and the support experience is often described as responsive and useful for setup and adoption. Available options include knowledge-base resources, email/help desk, chat, and phone support. Users value knowledgeable assistance and practical guidance, while noting that the platform’s breadth can mean a learning curve and a need for onboarding support.

What is the experience like for teams switching to WorkBoard from another tool?

Teams switching to WorkBoard describe looking for stronger OKR and strategy alignment, clearer visibility into how work contributes to goals, or a more usable way to manage priorities than their previous tools provided. Prior tools mentioned include Asana, monday.com, Weekdone, Perdoo, and other goal-tracking or work-management systems. The transition can bring more connected goal tracking and shared visibility, though adapting to WorkBoard’s structure and features may take some adjustment.

What tools and platforms does WorkBoard integrate with, and how do these integrations help users get more value from the product?

WorkBoard offers 16 integrations. Users describe using integrations to connect OKR tracking with the tools where teams communicate and manage work, reducing duplicate updates and helping progress stay visible in daily workflows.
  • Work management and development: Jira
  • Communication: Slack
  • CRM: Salesforce

What features or capabilities could make WorkBoard even more useful?

WorkBoard could be more useful with clearer reporting and a smoother experience for navigating and shaping information. Recurring improvement areas include:
  • Expand reporting, analytics, and dashboard customization so teams can more easily present the views and exports they need.
  • Simplify navigation and make common actions easier to find, especially for new or occasional users.
  • Improve customization of templates, fields, and views to better fit different team workflows.
  • Make task and goal management more flexible, including clearer dependency tracking and easier assignment options.

WorkBoard Reviews (308)

View 1 Video Reviews
Reviews

WorkBoard Reviews (308)

View 1 Video Reviews
4.6
308 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Insurance
II
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Strong OKR Templates and Metric Rigor, but Outputs Need Smoother Formatting"
3.5/5
What do you like best about WorkBoard?

The ease of the OKR template and rigor behind metric-driven outcomes Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

the outputs are not as user-friendly as I'd hoped and currently take time to format into our company's preferences Review collected by and hosted on G2.com.

Verified User in Restaurants
UR
Verified User in Restaurants
Enterprise (> 1000 emp.)
"Non-Intuitive Navigation and No Easy, Well-Formatted OKR PPT Export"
0.5/5
What do you like best about WorkBoard?

AI summary generation that we produce after making updates Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Navigation is not intuitive; I have not found a way to easily extract a nicely formatted PPT for my Team of my OKRs + status Review collected by and hosted on G2.com.

Response from David Chase of WorkBoard

Thanks for taking the time to respond, and glad to see you are getting value from the AI generated briefs in WorkBoardAI.

There are 2 easy ways for OKRs and Status to be exported to PPT.

1. Export to PPT is available in multiple places in the platform. Including from Scorecards - which will give a very nicely formatted 'rows & columns' view of OKRs & Status.

2. Ask your Chief of Staff agent. It will create a brand aligned deck for you, including OKRs and Status - just ask!

We will make sure your CSM points both out.

Thank you again!

PS. Updated the typo on the question :)

Maitri P.
MP
Maitri P.
Dentist
"Centralized Goals, But Steep Learning Curve"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rory T.
RT
Rory T.
Strategic Initiatives Manager
Information Technology and Services
Mid-Market (51-1000 emp.)
"Transparency, Alignment, Collaboration"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jaclyn D.
JD
Jaclyn D.
Sales Enablement and Training Manager
Enterprise (> 1000 emp.)
"WoBo, our strategic partner pushing us to execute seamlessly, transparently and effectively"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Enterprise (> 1000 emp.)
"Visibility & Transparency when Executing your Strategy"
4.5/5
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". Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Milton D.
MD
Milton D.
Manager, Talent Acquisition
Enterprise (> 1000 emp.)
"Easy to track goals!"
4/5
What do you like best about WorkBoard?

We use it to track our OKRs and monitor their progress. It makes collaboration straightforward and simple. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

I haven't encountered anything noteworthy so far, but I should mention that my experience has been limited. Review collected by and hosted on G2.com.

Lisa A.
LA
Lisa A.
Horizontal Delivery HRBP
Small-Business (50 or fewer emp.)
"Great experience with Workboard!"
5/5
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! Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Would love more reporting within the tool Review collected by and hosted on G2.com.

KAREN S.
KS
KAREN S.
Principal Project Manager
Enterprise (> 1000 emp.)
"Transition from Viva Goals to WoBo"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about WorkBoard?

Would like to see the Strategy alignment more integrated with OKR functionality. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Great for strategy alignment and automatic tracking"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.