[ Wrike Reviews ](https://www.g2.com/products/wrike/reviews) [ Wrike Reviews ](https://www.g2.com/products/wrike/reviews) # Wrike Features ##### ## Time Tracking (5) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Task Progress Tracking Track the status and progress of tasks Show More ##### ## Client Invoicing (4) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile Time Tracking (15) Project Time Tracking Measure time to completion or hours worked for projects Expense Tracking Monitor and record expenses such as purchases or charges incurred Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Tracking Track and document all activities across devices, networks, and other systems Time Tracking by Client Track time worked per client Project Tracking Monitor the progress of projects from start to finish Billable Items Tracking Track the list of items required to be billed/invoiced to clients Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Project Time Tracking Measure time to completion or hours worked for projects Leave Tracking Manage and track employee attendance Budget Tracking Track actual spending to ensure it's in line with the planned budget Online Time Tracking Track employee and task times using internet connection Offline Time Tracking Track employee and task times without internet connection Location Tracking Identify the physical location of an individual, asset, device, etc. Show More ##### ## Administration (30) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Timesheet Management Track the amount of time spent on a job or task Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes 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. Show More ##### ## Platform (16) Reporting Access pre-built and custom reports and dashboards. APIs / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Tasks (12) 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). 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. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates Receive system updates as soon as any changes are made 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 Show More ##### ## Projects (35) Planning 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 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 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 Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (8) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (4) 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. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Portfolio Management (9) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Project Management (18) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Time Tracking Measure time to completion or hours worked for projects Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Setup (6) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Bug Reporting (3) User Reports & Feedback Give users in-app method of reporting bugs and leaving general performance feedback. Tester Reports & Feedback Give testers in-app method of reporting bugs and leaving general performance feedback. Team Reports & Comments Give team members method of reporting bugs and leaving comments on bug status. Show More ##### ## Bug Monitoring (3) Analytics Provide reproducible, insightful info surrounding bug and crash scenarios. Bug History Track history of bug status by application version, date, etc. Data Retention Store bug tracking data for an appropriate and useful amount of time. Show More ##### ## Communication (6) 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Show More ##### ## Goal Creation (5) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Action Item Creation Allows users to create goals and takss based on action items decided in in-person meetings. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Show More ##### ## 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 Show More ##### ## Planning (4) 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 Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Platform Basics (7) Drag & Drop Scheduling Ability to drag and drop projects and tasks within a marketing calendar. Project and Task Lists Organization Ability to organize recurring projects and tasks into standardized workflows. Project Templates Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc. Budgeting and Cost Estimation Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets. Team Member Roles Ability to assign team members specific roles on specific projects. Automated Alerts and Notficiations Ability to send automated alerts and notifications when projects have been updated and/or compelted. To-Do List A digital list of items that need to be completed Show More ##### ## Content Planning (3) Content Organization Ability to organize content and manage approvals during the content creation process. Task Assignment Ability to assign content tasks to writers, designers, and editors. Task Scheduling Track and manage the scheduling of tasks Show More ##### ## Other Features (2) Integrations Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc. Reporting Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders. Show More ##### ## 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. Show More ##### ## Task Management (5) 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. Project Templates Pre-designed project plans that can be customized Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Accounting (10) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Activity Tracking Track and document all activities across devices, networks, and other systems Billable Items Tracking Track the list of items required to be billed/invoiced to clients Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## Analytics (7) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Real-Time Reporting Active reporting of data and metrics Reporting Provide users with the ability to report progress made throughout the product lifecycle. Costing Track product costs and costs related to design and development activities Product Intelligence Provide insights into product performance from multiple data sources Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Integration (7) 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. ERP Integrates with manufacturing ERP solutions MES Integrates with Manufacturing Execution Systems (MES) PIM Integrates with Product Information Management (PIM) software Maintenance Integrates with software for maintenance such as Enterprise Resource Management (EAM) Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Remote Collaboration (3) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Show More ##### ## Marketing Campaign Performance (8) Performance and ROI Tracking Ability to track marketing campaign performance and return on investment (ROI). Activity Tracking Ability to compare marketing plans to historical activity. Project Tracking Monitor the progress of projects from start to finish Progress Tracking Reporting on how each user, task or process has advanced since its initiation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Status Tracking Track the status over time for a request, process, asset, or transaction Project Time Tracking Measure time to completion or hours worked for projects Task Progress Tracking Track the status and progress of tasks Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (526) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Notifications Sends notifications when a completed form is recieved Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Projections Estimate or forecast of a future scenario based on the study of present trends Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Ticket Management Track, manage, or resolve user requests and IT incidents/issues Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Management Create, design and manage workflows for repetitive tasks Project Time Tracking Measure time to completion or hours worked for projects Issue Tracking Record and follow the progress of every issue Configurable Workflow Configure existing workflows to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Customizable Fields Customize data fields to support various needs and use cases Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. Real-Time Updates Receive system updates as soon as any changes are made Single Sign On Allow users to access multiple services after entering their login credentials once Generative AI Use AI to generate content in the form of text, images, videos, etc. Task Scheduling Track and manage the scheduling of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Management Create, manage and track all task activities and progression Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Project Planning Organize and schedule projects Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Code Repository Integration Connect to code repositories (e.g., Git or SVN) to import a project or automate the scanning of source code Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Multiple Projects Ability to handle several projects simultaneously Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Management Create, save, and store files Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Task Planning Data Visualization Graphical representation of data Bug/Issue Capture The creation of a bug/issue ticket, submitted by a team member, customer or end user Bug Tracking Monitor and track bugs and issues in the system. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Commenting/Notes Leave comments and notes on documents for others to view @mentions An @mention is a way to tag or notify a specific person about a message/post Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Task Progress Tracking Track the status and progress of tasks Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Quotes/Estimates Generate quotes or estimates for customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Templates Pre-designed project plans that can be customized Task Scheduling Track and manage the scheduling of tasks Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Bills of Material Material list of manufacturing parts and associated costs Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Document Storage Store and organize documents in a centralized system Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Status Tracking Track the status over time for a request, process, asset, or transaction Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Prioritization Arrange tasks based on the level of priority or urgency Progress Tracking Reporting on how each user, task or process has advanced since its initiation Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Commenting/Notes Leave comments and notes on documents for others to view Data Import/Export Import and export data to and from software applications Estimating Estimate expected cost based on various factors before a project begins Timer Multi-Currency Manage and handle various international currencies Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Fields Customize data fields to support various needs and use cases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Mobile App Access the system via a mobile application Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Budgeting/Forecasting Create budgets based on historical data and future projections Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Summary Reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Automatic Time Capture Automate recording of time to reduce human error Overtime Calculation Manage and record overtime hours for hourly employees Clock In/Out Track employees' arrival and departure timings for payroll purposes Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Language Manage and support multiple languages Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Project Time Tracking Measure time to completion or hours worked for projects Customizable Branding Add customized logos and colors to align with company branding Real-Time Updates Receive system updates as soon as any changes are made File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Customizable Fields Customize data fields to support various needs and use cases @mentions An @mention is a way to tag or notify a specific person about a message/post To-Do List A digital list of items that need to be completed AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Single Sign On Allow users to access multiple services after entering their login credentials once Project Planning Organize and schedule projects Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Corporate/Business Software specialized for corporate use Reminders Timed notification for any upcoming task, deadline, appointment, or activity Commenting/Notes Leave comments and notes on documents for others to view Document Review Review and analyze existing information across documents Version Control Track revisions and updates made to files and navigate between different versions Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Task Scheduling Track and manage the scheduling of tasks Side-by-Side Comparison Compare two documents or content pieces side by side Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Storage Store and organize documents in a centralized system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Task Planning Approval Process Control Manage the process of evaluating documents or requests submitted for approval Project Tracking Monitor the progress of projects from start to finish For Creative Agencies For creative teams and agencies Annotations Highlight content and/or make notations about parts of content Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Access Controls/Permissions Define levels of authorization for access to specific files or systems Progress Tracking Reporting on how each user, task or process has advanced since its initiation Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Task Scheduling Track and manage the scheduling of tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multiple Projects Ability to handle several projects simultaneously Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Tracking Track and document all activities across devices, networks, and other systems Assignment Management Assign issues and tasks based on availability or required skills Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Single Sign On Allow users to access multiple services after entering their login credentials once Commenting/Notes Leave comments and notes on documents for others to view Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Prioritization Arrange tasks based on the level of priority or urgency Access Controls/Permissions Define levels of authorization for access to specific files or systems Multi-board Supports simultaneous creation and work on multiple Kanban boards Task Progress Tracking Track the status and progress of tasks File Management Create, save, and store files Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Planning Tools Time Tracking Measure and track time including hours worked and paid time off (PTO) KPI Monitoring Tracking the status of previously identified performance measurements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Projections Estimate or forecast of a future scenario based on the study of present trends To-Do List A digital list of items that need to be completed Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Time Tracking Measure time to completion or hours worked for projects Workflow Management Create, design and manage workflows for repetitive tasks Project Tracking Monitor the progress of projects from start to finish Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Project Templates Pre-designed project plans that can be customized @mentions An @mention is a way to tag or notify a specific person about a message/post Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Visual Workflow Management Create, design, and visually represent processes within the software Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dependency Tracking Track and manage task relationships and dependencies Customizable Fields Customize data fields to support various needs and use cases Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Real-Time Updates Receive system updates as soon as any changes are made Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reminders Timed notification for any upcoming task, deadline, appointment, or activity Real-Time Reporting Active reporting of data and metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Profiles Centralized storage for employee data, records, and performance metrics Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Task Progress Tracking Track the status and progress of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Prioritization Arrange tasks based on the level of priority or urgency Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Planning Organize and schedule projects Data Visualization Graphical representation of data Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Task Management Create, manage and track all task activities and progression Real-Time Updates Receive system updates as soon as any changes are made Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Progress Reports Document and report the progress of ongoing projects Single Sign On Allow users to access multiple services after entering their login credentials once Goal Management Allows employees to set and manage work or career related goals Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Dashboard Alter the layout and content of dashboards Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Configurable Workflow Configure existing workflows to meet your organization's needs Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Commenting/Notes Leave comments and notes on documents for others to view KPI Monitoring Tracking the status of previously identified performance measurements Employee Management Track employee schedules, availability, and performance across projects and tasks Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities File Management Create, save, and store files Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Updates Receive system updates as soon as any changes are made Deadline Management Specify or track the date/time a project, task, etc., is due for completion Project Workflow Create, manage, or update project workflows. Prioritization Arrange tasks based on the level of priority or urgency Configurable Workflow Configure existing workflows to meet your organization's needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Reminders Timed notification for any upcoming task, deadline, appointment, or activity Workflow Management Create, design and manage workflows for repetitive tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Predictive Analytics Predict future data based on historical data sets Marketing Calendar See past and upcoming campaigns and communications in a calendar view Planning Tools Spend Management Track the amount of money spent on a certain product or with a certain supplier Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Commenting/Notes Leave comments and notes on documents for others to view Presentation Tools Share and present designs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Projections Estimate or forecast of a future scenario based on the study of present trends Budgeting/Forecasting Create budgets based on historical data and future projections Task Management Create, manage and track all task activities and progression Assignment Management Assign issues and tasks based on availability or required skills Access Controls/Permissions Define levels of authorization for access to specific files or systems Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes API Application programming interface that allows for integration with other systems/databases Metadata Management Collect and maintain structured information that describes data or content Real-Time Reporting Active reporting of data and metrics Commenting/Notes Leave comments and notes on documents for others to view Approval Process Control Manage the process of evaluating documents or requests submitted for approval Approval Workflow Route documents and other data through one or more stakeholders for review and approval Generative AI Use AI to generate content in the form of text, images, videos, etc. Brand Management The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. Budgeting/Forecasting Create budgets based on historical data and future projections File Management Create, save, and store files Marketing Calendar See past and upcoming campaigns and communications in a calendar view Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Status Tracking Track the status over time for a request, process, asset, or transaction Access Controls/Permissions Define levels of authorization for access to specific files or systems Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Calendar Management Track and manage schedules and meetings via an integrated calendar Template Management Create, save, and re-purpose templates for emails, forms, etc. Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Customizable Reports Alter the layout and content of reports Version Control Track revisions and updates made to files and navigate between different versions Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Document Storage Store and organize documents in a centralized system Task Scheduling Track and manage the scheduling of tasks Workflow Management Create, design and manage workflows for repetitive tasks Social Promotion Market event via social media tools AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Analytics Track and interpret campaign performance metrics Dashboard Creation Creation and customization of dashboards Task Management Create, manage and track all task activities and progression Project Templates Pre-designed project plans that can be customized ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Digital Asset Management Manage digital assets Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Document Management Store, manage, and track all electronic documents in a centralized location Configurable Workflow Configure existing workflows to meet your organization's needs Expense Management Plan, pay and track business related expenses. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Show More ##### ## New Product Introduction (4) Ideation Gather and analyse ideas for new products or product enhancements Time-to-market Calculate the time to market for new products or improvements to existing products Cost estimating Provide users with cost estimation tools for new products or enhancements Product approval Deliver workflows that can be used by managers to approve or reject new products and features Show More ##### ## CAD (3) CAD Models Allows users to create new CAD models or import them from CAD systems CAD Options Support CAD options such as computer-aided manufacturing (CAM) or omputer-aided engineering (CAE) Conversion Provides functionality to convert CAD models into bills of materials (BOM) Show More ##### ## Collaboration (4) Supplier alignment Allows users to colalborate with suppliers and partners on product development projects Communication Include features such as chat that internal and external users can use to communicate Development Helps users and suppliers or partners colalborate on product development activities Document Management Allows user to collaborate on creating and managing documents and files Show More ##### ## Product Data Management (4) Product Metadata Define and manage a taxonomy of product metadata that applies to the entire company Data Quality Manages the quality of the product data and ensures its up to date Version Control Tracks and audits versions and changes, including options to check-in and check-out Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Bill of Materials (5) BOM management Provide the ability to deliver product variations such as configure-to-order and engineer-to-order Multi-level BOM Bills of materials can be combined, merged, and nested to create multi-level BOMs BOM Types Manages BOM types such as manufacturing BOM (mBOM) or engineering BOM (eBOM) BOM visualization Provide users with the ability to visualize the BOM in a 3D environment. Data Visualization Graphical representation of data Show More ##### ## Engineering Change Management (19) ECR Workflows Deliver workflows to approve or reject engineering change requests (ECR) Change Management Allows user to manage changes to product configurations while maintaining the functional and physical attributes of a product throughout its lifecycle. ECO Management Create and manage engineering change orders (ECO) based on ECRs or from scratch Lifecycle Management Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Product Data Management Capture, organize and track product-specific data and information in a centralized location Task Management Create, manage and track all task activities and progression Item Management Collect, organize, and track inventory/product data including item numbers, descriptions, etc. Production Management Manage the end-to-end production process for manufacturing operations Quality Management Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier File Management Create, save, and store files Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Supplier Management Manage all supplier data and operations Show More ##### ## Simulation (3) Virtual Testing Users can create virtual environments to test product characteristics Analysis Analyse multiple simulations to determine product strenghts and weaknesses Optimization Simulation results can be used to improve product design and development Show More ##### ## Quality management (3) Quality planning Provide users with the ability to identify all functional needs of the product ahead of time and incorporate this information into each stage in the product development lifecycle Traceability Ensures that all quality issues can be traced back to the root causes Compliance Ensures compliance of items according to regulatory, safety, and environmental specifications Show More ##### ## Generative AI (19) AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Proposal Generation Create proposals based on costs of labor and materials Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Strategy - Project and Portfolio Management (25) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Show More ##### ## Proofing Features - Online Proofing (2) Smart Compare Help users easily identify differences between different versions of an image. Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Show More ##### ## Platform - Online Proofing (14) Dashboard Offers a centralized dashbaord that shows project statuses, feedback, and deadlines to streamline workflow management. Integrations with Creative Tools Connects with creative tools such as content creation and graphic design software. Integrations with Project Management Tools Connects with project management tools to organize tasks, timelines, and resources. Version Management Tracks and organizes multiple versions of a design to help wtih easy comparison and retrieval of past versions. Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression File Management Create, save, and store files Multiple Projects Ability to handle several projects simultaneously Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Workflow and Collaboration - Online Proofing (2) Workflow Templates Allows users to set up and save custom workflows for repetitive review processes. Notifications Sends notifications to users about updates, comments, and approval statuses. Show More ##### ## Agentic AI - Bug Tracking (5) 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 Assignment Management Assign issues and tasks based on availability or required skills Prioritization Arrange tasks based on the level of priority or urgency Show More ##### ## Agentic AI - Kanban Project Management (10) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Planning Project Planning Organize and schedule projects Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Project Management (9) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## 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 Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Workflow 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 Show More ##### ## Agentic AI - Marketing Calendar (8) 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 Proactive Assistance Anticipates needs and offers suggestions without prompting Task Planning Project Planning Organize and schedule projects Media Planning Identify advertising and promotional sources to be used in marketing efforts Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Marketing Resource 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Planning Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Event Planning (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 Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(13,785) ](https://www.g2.com/products/clickup/reviews) [ ![Hive](https://images.g2crowd.com/uploads/product/hd_favicon/45bac350bcb0b3e1b70ab85d890c4e5b/hive-hive-hive.svg "Hive") Hive 4.6/5(666) ](https://www.g2.com/products/hive-hive-hive/reviews) [ ![Teamwork.com](https://images.g2crowd.com/uploads/product/hd_favicon/9eb6683dc3f628c82367657f748c71f6/teamwork-com.svg "Teamwork.com") Teamwork.com 4.4/5(1,214) ](https://www.g2.com/products/teamwork-com/reviews) [ View All Alternatives ](https://www.g2.com/products/wrike/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [File Sharing](/glossary/file-sharing-definition) Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files. Wrike Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5(13,897) [ Compare Now ](https://www.g2.com/compare/asana-vs-wrike) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c55904f2545b06e10ef6d1967138c93f/trello.png "Product Avatar Image") Trello 4.4/5(14,064) [ Compare Now ](https://www.g2.com/compare/trello-vs-wrike) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e92834d0225af6db65b4c5bdd14276b0/smartsheet.jpg "Product Avatar Image") Smartsheet 4.4/5(22,736) [ Compare Now ](https://www.g2.com/compare/smartsheet-vs-wrike) ##### Categories on G2 [Workflow Management](https://www.g2.com/categories/workflow-management)[Work Management](https://www.g2.com/categories/work-management)[Project Collaboration](https://www.g2.com/categories/project-collaboration) [Project Management](https://www.g2.com/categories/project-management)[Task Management](https://www.g2.com/categories/task-management-software)[Time Tracking](https://www.g2.com/categories/time-tracking-software)[Online Form Builder](https://www.g2.com/categories/online-form-builder)[Marketing Calendar](https://www.g2.com/categories/marketing-calendar)[Project and Portfolio Management](https://www.g2.com/categories/project-and-portfolio-management)[Objectives and Key Results (OKR)](https://www.g2.com/categories/objectives-and-key-results-okr)[Marketing Resource Management](https://www.g2.com/categories/marketing-resource-management)[Bug Tracking](https://www.g2.com/categories/bug-tracking)[Kanban Project Management](https://www.g2.com/categories/kanban-project-management)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Event Planning](https://www.g2.com/categories/event-planning)[Product Lifecycle Management (PLM)](https://www.g2.com/categories/product-lifecycle-management-plm)[Online Proofing](https://www.g2.com/categories/online-proofing) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which job description management software offers the most customizable templates?](https://www.g2.com/discussions/which-job-description-management-software-offers-the-most-customizable-templates)[Top-rated event planning platforms](https://www.g2.com/discussions/what-are-the-top-rated-event-planning-platforms)[Best SaaS backup software for small businesses](https://www.g2.com/discussions/what-s-the-best-saas-backup-software-for-small-businesses) [Best generative AI toolkits for launching a new app](https://www.g2.com/discussions/what-are-the-best-generative-ai-toolkits-for-launching-a-new-app)[Rocketlane vs GUIDEcx for client portal features and adoption in customer onboarding?](https://www.g2.com/discussions/rocketlane-vs-guidecx-for-client-portal-features-and-adoption-in-customer-onboarding)[Pros and Cons Details](https://www.g2.com/products/wrike/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)