Workzone Features
Tasks (10)
Creation & Assignment
Based on 12 Workzone reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 13 Workzone reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 12 Workzone reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 13 Workzone reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 13 Workzone reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 10 Workzone reviews.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Tasks
Allows users to create, modify, and delete tasks
Details
Helps users capture all relevant details required to perform tasks
Priority
Assigns priorities to tasks and allows admin to change priorities
Projects (11)
Planning
Based on 12 Workzone reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 10 Workzone reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Based on 11 Workzone reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Based on 10 Workzone reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 12 Workzone reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 13 Workzone reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Kanban Boards (3)
Kanban Cards
Provide standard Kanban cards for various types of tasks that can be modified by users
Drag and Drop
Allows users to drag and drop cards to rearrange them in a board
Visibility
Boards provide visibility accross all projects, tasks, and users
Planning (3)
Workflow
Define the stages of a workflow and assign tasks to each stage
Backlog
Tasks can be moved to a backlog based on priority and other criteria
Optimization
Ability to improve workflows and processes by analyzing the flow of tasks
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information.
Administration (3)
Permissions
Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance.
Remote Work
Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems.
External data
Connect to external data sources such as databases or BI software.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Kanban Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
