If your team has any tasks that occur regularly, which is common for most businesses, implementing workflow automation can help you save time. It is understandable to feel intimidated by automating workflows, which is why having reliable workflow automation software is essential to assist you in achieving quick automation.
Let’s discuss our specially selected favorites and their distinguishing features compared to other workflow automation tools available.
Top 4 workflow automation software
1. Zapier: Best for software integrations
Zapier is a software for automating workflows, utilizing a process editor that requires no coding and involves dragging and dropping. It is capable of automating tasks ranging from simple recurring steps to intricate workflows.
What sets Zapier apart is the vast number of software integrations it offers. Zapier has partnerships with over 5,000 apps, including Gmail, Slack, Trello, and Stripe, enabling you to automate processes across all your business software.
If you can’t find the integration you need in Zapier’s app list, many of the other workflow automation tools on this list use Zapier to power their own software integrations. Moreover, you have the option to submit a request for a new app or build it yourself.
Key Features:
Zapier integrates with various software, ranging from project management apps to human resources to CRMs, surpassing the integration capabilities of any other workflow management software.
Zapier allows the inclusion of up to 100 steps in your automated workflow, which enables the smooth flow of data between apps, custom workflows, and meeting expanding business requirements. These capabilities enhance efficiency and productivity by facilitating complex processes.
Zapier’s free plan offers basic process automation without any cost. You can create single-step automations with a maximum of 100 actions per month.
2. ClickUp
ClickUp is a comprehensive software that encompasses work management, project management, team collaboration, productivity enhancement, and project progress analysis tools. Additionally, it offers workflow automation capabilities.
When considering ClickUp, it should not be seen solely as an automation tool. Although other automation software may have some task management features, ClickUp offers a greater variety, including Gantt charts, kanban boards, subtasks, and multiple task views.
In addition to ClickUp’s comprehensive workflow automation, it allows you to fully manage all your workflow needs using a single software, without compromising automation or project management.
Key Features:
Project management involves utilizing a Kanban board, Gantt chart, sprint planner, and various other crucial task management features in order to plan and monitor projects.
Maximize your team’s synergy by utilizing ClickUp’s integrated chat, collaborative document processor, and virtual whiteboard. These tools provide everything necessary for effective communication and collaborative brainstorming.
ClickUp provides a free plan that allows for an unlimited number of users. In addition to a wide range of project management and collaboration tools, you are also granted up to 100 automation actions each month.
3. Integrify
Integrify is a software for managing and automating workflows, using low-code technology. Within its platform, there are tools such as a process creator, form designer, and process reporting tools.
Integrify stands apart from other workflow software due to its additional features, such as the capacity to incorporate notes and comments during the process design. This distinct attribute makes Integrify an optimal choice for teams aiming to collaborate while constructing and enhancing their business workflow.
Similarly, Integrify allows you to evaluate processes before implementing them and it generates a record of all automated workflows to ensure seamless collaboration without any concerns of disrupting your workflow.
Key Features:
When collaborating on a process, avoid automating workflows independently. Instead, provide feedback by leaving notes and comments directly on the process creator as you work together to improve a personalized workflow.
Integrify’s audit trail feature allows you to monitor each action performed by your automated workflow.
In addition to its workflow automation capabilities, Integrify can also function as a simple intranet solution. With the dashboard tool, users can create a basic website for employees and vendors.
4. Kissflow
Kissflow provides process automation and app building options in both no-code and low-code formats. This versatility allows Kissflow to function as a marketing automation software, light project management tool, or workflow management platform.
Kissflow’s process reporting tools are highly appreciated by us due to their combination of robust analytics and user-friendly interface. For instance, you have the option to utilize standard metric-based reports to access data related to your workflow automation system, or you can generate personalized reports to explore task or process data in greater detail.
In addition, Kissflow allows for the easy creation of dashboards with minimal or no coding required, ensuring that your reporting is both accessible and comprehensible.
Key Features:
Kissflow provides the option to use pre-made reports or create customized reports. Additionally, it offers the functionality to create pivot tables, allowing users to manipulate data without the need for Excel.
Kissflow’s clean user interface has received tons of praise from customers. Despite the potential complexity of business process automation, users unanimously agree that Kissflow simplifies the learning process.
Kissflow’s workflow engine has the capability to manage complex processes, enabling the creation of multi-step processes that have parallel branches, conditional logic, and user permissions.
20 Top Task Management Software
1. ProofHub
ProofHub is a comprehensive application for project management and collaborative work management. It encompasses all the necessary features to effectively manage teams, tasks, projects, and communications, ensuring ultimate control.
You can keep your distributed team members connected with the powerful team collaboration features available. Sharing company-wide announcements is made easy. Additionally, ProofHub integrates with third-party apps such as Google Drive, OneDrive, Dropbox, and Box, providing a centralized location for accessing all your files and data.
However, larger teams may find it unsuitable and could be annoyed by the abundance of notifications due to the absence of customizable notifications.
Key Features
- To-do lists
- Custom workflows and kanban boards
- Gantt charts
- Online proofing tool
- In-built chat app
- Dedicated space for real-time collaboration
- Timer and timesheets
- Custom reports
- File sharing
- Mobile app (both iOS and Android)
2. Todoist
For many, odoist is an effortless task management solution.
Similar to the Swift to-do list app, it possesses a basic interface without any extra features that is centered around a traditional design. This software for tracking tasks is suitable for individuals, however, they have recently extended their services to teams and adjusted to meet the requirements of small businesses.
Even though they are successful in many aspects, their team management capabilities are still lacking due to an inability to assign multiple individuals to a single task.
The impression is that they expect you to complete tasks independently.
Key Features
- Recurring due dates
- Subtasks
- Priorities
- Mobile apps available for iPhone, iPad, and Android devices
3. Any.do
Any.do is both an interesting to-do list app and task management app that categorizes items as today, tomorrow, and upcoming. This categorization provides a convenient way to have a brief overview of the tasks that require completion.
Any.do stands out from other task or project management software due to its inclusion of an intuitive calendar, providing a visual representation of how your events and tasks coordinate. Additionally, this task management solution has the ability to categorize tasks and streamline your workflow by filtering based on due date or category.
However, there is one disadvantage.
Are you in search of a robust free edition?
We apologize, but Any.do will have to respond with a negative answer: unable to fulfill the request.
Key Features
- Calendar
- Time tracking add-ons
- To-do list reminders
- Daily planner to organize and prioritize to-dos
- Android and iOS mobile apps
4. Chanty
Using a chat-first approach, Chanty is a team collaboration platform that aims to create an efficient task management system. By organizing chats, users have the ability to transform messages into assignments, assign them to the relevant individual, and establish deadlines.
In addition, by transitioning to a Kanban board, you can enhance your workflow as it offers a convenient method to oversee and organize all your tasks in a single location, allowing you to have an overall perspective.
By integrating multiple apps and eliminating the hassle of switching between them, Chanty allows you to utilize its capabilities beyond simple communication.
Key Features
- Individual and group audio or video calls
- Built-in task management
- Screen sharing
- Community support
- Unlimited searchable chat history
5. HubSpot Task Management
HubSpot enhanced task management capability to elevate overall performance. This software is integrated within its customer relationship management (CRM) suite, with the objective of facilitating progress through the sales funnel.
You have the ability to create workflows that will automatically schedule new tasks once you finish current tasks. You can establish reminders, examine your past performance, and maintain a centralized record of everything.
HubSpot’s emphasis on integrations means that if there is an app you are fond of, it is likely compatible with HubSpot.
HubSpot is a tool that provides comprehensive features, and even in its free version, it can be quite extensive. Although there are various ways to learn the software, it has a steeper learning curve compared to other options mentioned in this list.
Key Features
- Automatically synced data
- Integrations with hundreds of apps
- Easy task creation
- Progress tracking
- Task queues
6. Taskque
Taskque is an exceptional task manager that surpasses a typical to-do list app, making it a valuable tool for resource management as it has the ability to allocate tasks to the next team member who is available.
Taskque is especially effective for teams that have similar skills and are working on the same functions. Unlike a general management tool, Taskque allows you to quickly assign tasks and focus specifically on your work.
Working with its limited integrations and no time tracking will make it a challenging task, unfortunately.
Key Features
- Automatic task assignment
- Discussions
- Calendar
- A powerful to-do list app
- Workflow management
7. Flow
If you are a project manager who prefers using a Gantt chart, Flow may be the most suitable task tracking software for you. The majority of projects in Flow are color-coded, allowing for easy navigation between tasks and projects within your workflow.
Furthermore, templates and recurring projects aid users by providing assistance for when they have to undertake a project multiple times or organize another event.
What is the one disadvantage of this management app?
If you are searching for a free task management tool, do not use it as there is no available free plan.
Key Features
- A list of tasks with card views
- Drag and drop timeline
- Workflow management features
- Workgroups
- Public and private projects
8. Hitask
The management solution prioritizes tasks and projects, placing them at the forefront. The main dashboard displays all of your tasks that can be organized based on the due date, project, or team.
On the right side, you will find a list of your teammates. You have the option to drag tasks from the central task area to your team members. When you do this, each teammate is assigned the task, and it becomes integrated into their workflow.
When discussing your workflow, it is important for any effective task management software to provide convenient task planning and scheduling features that enhance the efficiency of your workflow.
Key Features
- Task management
- File storage
- Time tracking
- Email task creation
- Mobile apps for iOS and Android
- Reports
9. Trello
Trello’s main calling card is its customizable Kanban interface, which allows users to set up cards for different projects as if they were post-it notes. It comes as no surprise that Trello, one of the largest Kanban task management tools, is known for its Kanban boards.
In order to enhance the efficiency of Trello for complex projects, it is necessary to upgrade and access features such as project timeline templates or priorities.
Why bother doing that when there are tools available in their free plans that offer the same functionality?
Key Features
- Boards
- Lists
- Cards
- Checklists
- Attachments
- Android and iOS mobile apps
10. ProProfs Project
ProProfs Project is a task management solution with many features. It can handle multiple projects on a single platform, even if they involve cross-functional teams.
To ensure timely and cost-effective project delivery, it is essential to develop a project schedule and optimize your processes. Additionally, you have the option to categorize tasks based on importance and utilize various project views like Gantt charts, Kanban board, and others to monitor their progress.
The customizable dashboard of ProProfs Project is one of its best features. It allows you to schedule tasks with ease by using a drag and drop feature, and it also provides a comprehensive overview of all your project information.
What is lacking? A mobile application that is easy to use and enables smooth teamwork regardless of location or time.
Key Features
- Centralized dashboard
- Real-time alerts & notifications
- Instant messaging, task comments, & file sharing
- Customizable workflows
- Gantt charts, Kanban board, Calendar view
- Task prioritization
11. Quire
By utilizing “nesting” and Kanban boards, Quire effectively dissects online task management into its smallest elements, prioritizing the most essential tasks for your attention before others. This approach distinguishes Quire from other management tools.
Quire incorporates tasks into cards on a Kanban board to unravel your subsequent steps within every card.
This task management software online also offers strong filtering options to assist you in selecting the tasks that require completion as a priority.
Despite sounding perfect, it has encountered its fair share of flaws, with the most notable being the absence of a built-in chat feature.
Key Features
- Tasks and subtasks
- Progress reports
- Recurring tasks
- Apps for iOS and Android
- Calendar
- Kanban boards
12. Asana
The objective of this management software is to assist you in efficiently meeting your task deadlines. Additionally, it offers the capability to seamlessly integrate with time-management software, enabling you to incorporate time tracking into your tasks.
Asana is a suitable choice for online task management, particularly for smaller teams, but its effectiveness may diminish as the organization expands.
Key Features
- Projects
- Tasks
- Basic dashboard
- Basic search
13. Things
The Things app is an excellent software for managing tasks.
The distinguishing factor of this task-tracking software is its ability to choose a central focus for each day. It incorporates a compact project management component with categories for comments, tasks, and subtasks.
It is important to remember that every web-based task management feature comes at a premium cost, as there is no available free task plan for desktop, iPhone, and iPad.
Are there any other concerns regarding this task management system?
The availability of Things is limited to Mac and iOS devices.
Key Features
- Calendar events
- Morning, afternoon, evening slots
- Section headings
- Checklists
- Mac OS shortcuts
14. Clockify
Clockify, although primarily recognized for its time tracking functionalities, can also serve as a solution to your task management concerns.
How can the text below be rephrased step by step while keeping the same meaning?
Clockify can be used to handle all your tasks, to-dos, and projects. It is also appropriate for individuals, including freelancers and independent consultants, as well as companies and teams of any size.
The app provides a task timer that is free to use. It allows you to keep track of the time you and your team spend working on tasks, and then utilizes that information to determine the billable hours.
If your intention is to only use Clockify as a task management app, the only downside is that it includes a diverse range of time tracking and invoicing features, which may be overwhelming.
Key Features
- Categorize your time entries into specific tasks.
- Assign tasks to people and set time estimates for each task.
- Manage your tasks — edit them, mark them as done, or delete them.
- Visually track all your tasks and time logs in a Calendar view.
- Integrate the app with 80+ other project management and productivity tools.
15. Plutio
Plutio is a comprehensive business management app that caters to freelancers, small businesses, and large enterprises. It provides all the necessary tools to effectively handle tasks and projects for both teams and individuals.
Plutio offers numerous exceptional collaborative features that provide you with an advanced edge, such as time-tracking, team chat, dynamic proposals, contracts and e-signing, appointments and bookings, and additional functionalities.
For those seeking to streamline and automate their processes and reduce monthly software expenses, it serves as an excellent solution.
The drawback is that it may take some time to learn all the features of Plutio due to its extensive range. Nevertheless, their exceptional customer support is available to assist users in getting familiar with the platform.
Key Features
- Timeline/Gantt view, Kanban view, list view, and calendar view
- Dashboards, projects, and knowledge-base
- Team Chat, time-tracking and timesheets, built-in documents
- Proposals, contracts, and invoicing
16. Infinity
Infinity is a task management software that is highly customizable and provides a visually appealing interface. It caters to a wide range of users, including freelancers managing multiple clients and tasks, as well as large corporations with a global workforce.
Infinity is designed to make it easier for you to organize yourself and alleviate the stress from your workdays. It offers countless options for customizing your workflows, thanks to its excellent structure, advanced productivity and automation features, and unparalleled versatility.
By utilizing Infinity, you will have the ability to organize all your tasks, decrease messiness, work together with teams and stakeholders, identify and solve obstacles, and complete tasks with more efficiency and in a shorter time period.
Key Features
- 6 different views to display data: Kanban, List, Gantt, Calendar, Form, and Table
- 20+ attributes, including labels, dates, formulas, and progress bar, to name a few
- Over 50 templates for various use cases
- API & automations to help you complete projects faster
- Multiple integrations, including ones with Google Drive, iCalendar, and Zapier
- Dedicated desktop and mobile apps
17. Accelo
The task board in this management software will display overdue tasks for today, tomorrow, and the future in an automatic manner.
Accelo stands out as a management app due to its extensive range of integrations. This encompasses Google Drive, Office 365, Outlook, and internet safety software, among others. Furthermore, Accelo surpasses other task management apps in its ability to assist with monitoring estimates, invoicing, scheduling, and billing.
Accelo has great capabilities, but it comes with a cost as it accelerates your company.
Firstly, the platform does not provide a free plan. Secondly, if you opt for it, you will be paying $39 per user every month, resulting in a significant expense monthly.
Key Features
- Team scheduling templates
- Inbox
- Time tracking templates
- Tasks
- Automated timesheet
- Billing
- Invoicing
- Quotes
- Recurring tasks
18. Taskworld
This management app bears a strong resemblance to Trello (or perhaps Trello bears a strong resemblance to Taskworld?) in terms of being efficient and concise.
If you like Trello’s layout but want additional features, Taskworld is worth considering. When compared to Trello, Taskworld’s reporting, task points, and activity log appear to be more robust.
Their list of integrations is so limited that it can easily fit on one of their virtual post-its with plenty of space to spare.
Key Features
- Task lists
- Task points
- Task assignments delivered by email
- Activity log
- Repeating tasks
- Mobile apps for iOS and Android
- Direct messaging
19. Wimi
If you possess a variety of skills and abilities, Wimi might be the suitable task management application for you. It offers the convenience of managing tasks online in a single user interface, along with separate sections for documents and a messaging system to facilitate your work.
Wimi, similar to other management apps, allows you to monitor task project statuses and include necessary deadlines. In addition, it offers a project timeline feature that is excellent for managing task dependencies and key performance indicators.
One drawback is that Wimi’s pricing can skyrocket for larger teams.
Key Features
- Gantt chart timeline for lean visual management
- Task assignments organized as post-it notes
- Critical path calculations
- Task filters
- Task history
20. Basecamp
Basecamp is primarily a task management software that places a strong emphasis on promoting efficient team collaboration and communication.
When software includes non-essential features, it tries to create an impression that it is tailored to your needs. For instance, the software does not allow customization of individual task statuses.
You’ll never know what has been approved and what is currently in progress, thinking step by step.
Key Features
- Real-time communication (campfires & pings)
- Simple task management
- Auto check-in questions
- Project progress tracking (Hillcharts)
