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Best Workflow Management Software

January 13, 2021

By Neil Patel

Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission.

There is a tool that helps you create a repeatable and seamless workflow. A system that lets you look at the bigger picture of any given work process and its current status. A place where you can make sure your whole team is on the same page, so your boss doesn’t scream at you.

It’s called workflow management software, and it makes your work life at least ten times easier.

Workflow management software takes chaos and organizes it into a clear roadmap that helps you achieve your work goals in less time and with better results. The trick is finding the one that fits perfectly with the way you do business.

To help you with that, I’m taking a look at the top workflow management tools in detail below so you can choose which one can work best for your team.

The Top 5 Options For Workflow Management Software

  1. ClickUp – Best for versatile workflow management
  2. Monday.com – Best for remote teams
  3. Wrike – Best for creative teams
  4. Trello – Best free workflow management tool
  5. Smartsheet – Best for IT and operations

How to Choose The Best Workflow Management Software For You

The more complex your process to finish work and reach deadlines becomes, the more likely you are to need efficient workflow software to help you get the job done. First, you always want to take stock of your current workflow system regarding what it’s lacking and what is already working well. This way, you can choose a workflow solution that’ll integrate with your work style and more accurately solve your issues.

To start, ask yourself a few simple questions:

  • Is your team scrambling to know what work was assigned to who at the last minute?
  • Did your Excel spreadsheet get too complex to automate your work processes efficiently?
  • Is there repeatable work that could be streamlined more effectively to save you time and resources?
  • Is your team too overwhelmed to turn in great work because there isn’t a supportive framework to help them through their work process?
  • Are there current limits that could be removed for more efficient work delivery or completion?

Workflow management and project management systems are often confused as the same thing because they share a lot of the same tools and processes. However, there is a difference.

Workflow management systems exist to manage and maintain ongoing work processes within a business. In contrast, project management systems are used to start and finish individual business projects as efficiently as possible.

So, a project management system can exist within a workflow management system while the workflow management system takes care of the bigger picture and recurring work processes in your overall business. A bit of a mouthful, but it becomes more understandable once you dive into the world of workflow management software and what it has to offer.

Once you know the distinction and made sure a workflow management …read more

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