Goal Tracker Software

I really only use my workspace, and I have no complaints there. I haven't checked out all the features yet. Review collected by and hosted on G2.com.

It's helping my team get a clear picture of how many of our clients are thriving and how many need a boost. For me personally, it used to be a struggle to keep up with all my clients' information and other work materials, and now it's all beautifully in one place. Review collected by and hosted on G2.com.

Some of the UI changes can be really annoying. Things will be working great, and then someone decides threaded comments should show up differently, while also moving the edit button behind an extra click—even though editing a comment is something I use constantly. Review collected by and hosted on G2.com.

I use it to manage the full lifecycle of a project, from drafting briefs through to creating prototypes of the end product. I’ve integrated it with my email so I can keep everything in one place, and the performance on both mobile and web has been great. Now that AI is built in, it covers everything I need for a decent price, instead of having to split my requirements across multiple platforms. Review collected by and hosted on G2.com.

I have some latency issues in Jira. If I leave a page idle and come back, I have to reload to see updates. If someone changes a ticket while I’m away, I can’t see the change immediately or even tell that it happened, so I have to rely on email updates. Review collected by and hosted on G2.com.

I use Jira to track and document my work, assign work items to myself, show what I’ve done, and see metrics like how many days I’ve spent on a work item. Review collected by and hosted on G2.com.

As a beginner, I can't say much. For now, I am happy with asana. Review collected by and hosted on G2.com.

I am new to using PMT. I used to work in the corporate world, and in my experience, keeping everyone updated on each task and discussing collaboration on a project usually meant scheduling a meeting every time you needed a progress update. Now, when you’re working on a project, you can meet everyone for an initial discussion and then move everything into Asana—assigning tasks, setting due dates, and updating progress there. Meetings take so much time at work, and Asana really helps. Review collected by and hosted on G2.com.

Notion’s automation layer still has some clear limits. A database automation can’t directly trigger another automation, so workflows with multiple dependent steps can get awkward if you try to keep everything contained inside Notion. For straightforward editorial processes, that’s manageable, but once the logic starts branching too much, I’d rather simplify it or move part of the workflow into an external integration than turn the workspace into something nobody can understand. Review collected by and hosted on G2.com.

A launch campaign started with six pieces and quickly grew into email, social, blog, and paid adaptations. Before long, briefs, references, and copy changes were scattered across different folders and conversations. We built a Content Database tied to Campaigns, assigned each piece a format, owner, channel, date, and status, and kept the full brief directly on the page. Marketing submitted new requests through a Form instead of dropping them into Slack, and a Database Automation moved work to “Ready for review” once the owner finished the draft. Our first version was a little too clever for its own good. We had statuses like Draft, In Progress, Writing, and Editing, and no one was ever fully sure which one to use. We simplified the workflow to four clear stages and kept the detailed context inside each page. After that, the editorial calendar became much easier to maintain, briefs stopped getting separated from the content they belonged to, and I could open any piece and immediately understand why it existed, what campaign it supported, and what still needed to happen before publishing. Review collected by and hosted on G2.com.

UI: The new UI is heavy and hard to handle. I have to waste a lot of time trying to find things I used before, and there are still a lot of bugs.

The Table view and the new Browse view especially should be updated. I keep switching back to the original UI. Review collected by and hosted on G2.com.

I see Smartsheet as a complex solution that can handle the whole environment without having to buy a few very expensive, heavy software tools that aren’t connected. Review collected by and hosted on G2.com.

Information about the program’s components is limited, so some users may need extra time to familiarize themselves with how everything works. A proper tutorial would be helpful for getting started. Also, the undo function doesn’t seem to be working correctly. Review collected by and hosted on G2.com.

Thanks to its text features, I can communicate easily. I was also able to return to the room and review the conversation whenever I needed to. It makes it simple to share my work with others, and the range of features helped me convey my ideas with ease. I can use it to collaborate with my team, and overall it’s a very easy-to-use digital whiteboard. Review collected by and hosted on G2.com.

It would be great to have a feature where you mark invoices as paid. Review collected by and hosted on G2.com.

actiTIME helps us maintain accurate records of project hours and ensures that billable work does not get overlooked. We can review time entries before billing clients and compare labor costs with billing rates to understand project margins. This saves time during billing reviews and gives us more confidence in the numbers we share with clients. Review collected by and hosted on G2.com.

I find the billing platform in Agency Handy could be improved, especially for sending invoices in the future. It would be helpful if I could select a date and schedule it, which would make the process a lot smoother. Review collected by and hosted on G2.com.

Agency Handy is an all-in-one platform for project management, CRM, and invoicing. It lets clients view and purchase services online, and I can track project time, communicate with clients, and invoice them efficiently. Integration with Stripe simplifies payments. Review collected by and hosted on G2.com.

I just wish more marketers knew about this tool, since it’s still not as widely recognized as it deserves to be. Review collected by and hosted on G2.com.

Before using Morningmate, our marketing projects often suffered from scattered communication and missed deadlines across different tools. Morningmate centralized all project management tasks, which cut down planning time and reduced confusion between teams. Real-time KPI tracking helped us identify underperforming campaigns quickly and optimize budgets more effectively. Collaboration with external partners also became smoother, since everyone could work in the same workspace without constant email back-and-forth. Overall, it solved the problem of inefficiency and gave us clearer visibility into campaign performance. Review collected by and hosted on G2.com.

My wish: To be able to share boards in dedicated instances. Unfortunately, in May 2026, Conceptboard changed the "sections" in such a way that I lost many hours of work; and objects were automatically defined as "sections" where it makes no sense. Incomprehensible. Review collected by and hosted on G2.com.

Conceptboard enables visual collaboration in real-time and meets the requirements of the GDPR. We use Conceptboard for live online training and virtual or hybrid workshops, as well as for the co-creative development of concepts. Review collected by and hosted on G2.com.

In reality, the problem for me is the mobile functionality when the signal strength is low. The offline functionality also lacks strength in that I continue to have a notebook to record the updates when I am offline. Review collected by and hosted on G2.com.

I've reduced missed appointments & last-minute curveballs by utilizing Bordio as the Field Operations Manager. This allows the crew to see the priorities more clearly, me to recognize overloading sooner, & our daily route to look less reactive. Review collected by and hosted on G2.com.

There's nothing I dislike, but it would be nice if they had a full general ledger accounting system to handle accounts payable, etc. Review collected by and hosted on G2.com.

Ravetree helps us map out projects, set project budgets, allocate people to those projects, log time and expenses, and create invoices. Pretty much all of the day to day stuff at our firm. Review collected by and hosted on G2.com.

It takes a little time to understand and configure Quickbase at the beginning. Day-to-day work becomes easy fairly quickly, but setting up advanced workflows and linking related records can still be somewhat complicated. Also, the dashboards could offer more flexibility so you can customize them to fit your needs and preferences. Better user guidance and stronger troubleshooting support would improve the overall experience and make it better. Review collected by and hosted on G2.com.

A major challenge in digital marketing is organizing information campaigns, content-related tasks, and project updates. When different team members rely on different spreadsheets and tracking tools, coordination quickly becomes difficult and it’s easy for details to get lost. Quickbase can help bring these processes together on a centralized platform. With everything in one place, task ownership is clearer, repetitive follow-ups can be reduced, and ongoing project progress is easier to track. This is especially helpful when working on multiple marketing initiatives at the same time. Review collected by and hosted on G2.com.

It feels a bit limited once work gets bigger. For small diagrams it’s perfect, but for larger planning or brainstorming sessions, the canvas feels restrictive.

It’s more of a diagram tool than a full collaboration space. When discussions go beyond flows into planning, tracking, or workshops, we had to use other tools.

Template options are also fewer compared to some other platforms, so sometimes we had to build layouts from scratch.

Basically great for simple visuals, but not ideal for large cross-team collaboration. Review collected by and hosted on G2.com.

It helps turn discussions into visuals quickly. When we talk about processes or system flows, people often understand differently. Drawing it out in Whimsical clears things up fast.

I use it during planning talks to map steps and decisions. It helps the team see the full picture instead of just hearing it.

It’s also helpful for sharing knowledge. A diagram is easier for someone new to understand than reading long notes.

So the main benefit is clarity and saving time on explanations. Review collected by and hosted on G2.com.

Celoxis comes with a steep learning curve, and its dense, dated interface can easily overwhelm non-technical users. The mobile app is also fairly limited, which makes it impractical to handle more complex project changes while on the go. Collaboration features feel basic as well; there’s no native real-time chat, so teams end up relying on external apps like Slack.

On the pricing and access side, the strict five-seat minimum and the lack of a permanent free tier make it a poor fit for freelancers or very small teams. Day to day, rigid report-filtering rules and tedious manual timesheet entry add extra friction and can be frustrating during routine workflows. Review collected by and hosted on G2.com.

Celoxis eliminates fragmented spreadsheets and tool chaos by bringing multi-project scheduling, resource allocation, timesheets, and budgeting together in a single platform. It addresses cross-project visibility gaps by making capacity easier to track, which helps prevent team burnout, and by monitoring budget versus actual costs in real time to protect profit margins. On top of that, automated BI dashboards replace hours of manual reporting and give stakeholders the information they need to make fast, data-driven decisions. Review collected by and hosted on G2.com.

The platform has a lot of features, but the UI may be a bit confusing and cluttered for new users. Additionally, navigating the extensive reporting and customization options for the first time can be a bit time-consuming. Review collected by and hosted on G2.com.

Time Champ is a tool that helps us deal with the challenge of keeping remote teams informed without being intrusive. It offers a complete package of features, such as real-time activity tracking and screen monitoring, all in one platform, which enables us to visualize performance and manage projects efficiently using user-friendly dashboards. This has helped us to move away from manual tracking and towards automated productivity analysis, Review collected by and hosted on G2.com.

Although Airtable has been helpful for my teams, Airtable’s AI, Omni, isn’t perfect, and the UX could use some improvement. I’d especially like Omni to be a bit more conversational when it’s interpreting data in my databases and responding to questions about that data. For now, I’ve found this can be mitigated by connecting an LLM to Airtable’s MCP, which lets tools like Claude pull from Airtable context and make edits within your Airtable environment. I’ve also noticed a gap between the front-end “interfaces” experience and the back-end databases: some extensions work in one but not the other, which can be confusing, and it'd be helpful to expand on the front-end views you can set up. Review collected by and hosted on G2.com.

Before Airtable, our project management workflows were scattered across multiple apps and tools. We didn’t have a single source of truth, which made it harder to keep track of all the moving pieces across different campaigns. A lot of tasks were manual, and measuring ROI as well as tracking progress toward our goals was unnecessarily complicated.

Now we have automated workflows that pull data from Salesforce into Airtable and then turn it into Slack canvases, reports, memos, and other documents. This has made it much easier to stay aligned and keep everything organized in one place. Review collected by and hosted on G2.com.

The only thing I find a bit disappointing is the pricing. It can feel somewhat expensive, especially for smaller teams. Other than that, I haven’t run into any major issues with the platform so far, and it’s been working as expected. Review collected by and hosted on G2.com.

Before we started using a centralized roadmap, figuring out project priorities and upcoming features often meant digging through multiple documents or asking teammates for the latest updates. Aha! pulls all of that information into one place, which makes it much easier to see what’s planned, what’s currently in progress, and what’s close to completion.

As a developer, having that visibility helps me understand the bigger picture behind the features I’m working on and why they matter. It also makes coordination smoother with product managers and other team members, especially when several projects are running at the same time and everyone needs to stay aligned. Review collected by and hosted on G2.com.

When a board gets more than 30 or 40 cards, it starts to look very disorganized and hard to navigate. Scrolling sideways on laptop trackpad gets frustrating after some time. Searching for an old card that was archived weeks ago is not easy unless you know the exact title. The free plan also limits some useful features, so you have to upgrade if you want things like timeline or calendar view. Review collected by and hosted on G2.com.

Before using Trello, my daily tasks and work reminders were scattered in messy notebooks, random chats. Because of that, deadlines, important work were easily forgotten. Trello gives me a single screen where I can see everything in one place every morning. I immediately know what is urgent and what can wait, it saves me at least 20-30 min of confusion every day and keeps my daily work proper without any stress. Review collected by and hosted on G2.com.