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Imagine if it were easy to set clear objectives, assign responsibilities and measure progress for each task.
If you use the right task management software, it can be possible.
These products can be used by both individuals and teams. These products will help you to prioritize your tasks and plan your approach to achieving your goals.
Every time you finish, it is on time and on budget.
Here are the top seven task management software options available today. These products are all great, but it is important to choose the right product for your specific workflow.
Below are in-depth reviews of my top picks. Then, a buyer’s guide will help you evaluate your options.
#1 Wrike Review – The Best Task Management Software to Report
Wrike can be described as a project management tool. It has many powerful and simple features. From one dashboard, you can see who has been assigned what task, how long it will take, dependencies and the progress of the task.
Projects can be viewed and managed using tables, tables, kanban boards and Gantt charts. Wrike defaultly sorts tasks by their status (active, complete), but you can modify the headers to add additional workflow categories.
Wrike integrates directly with tons of popular business applications, so it won’t be difficult to pull information from your CRM, email or any other software. Your reports will be richer because you can incorporate data from all parts of your company.
Wrike, despite its many features, is simple to use. There are many templates to choose from for project scheduling, agile teamwork and product launch management.
The document editor is another useful feature. You can edit documents on the cloud directly without having to download them. This software is also very simple to use because it uses purpose-built templates.
Other features include:
- Advanced Integrations
- File sharing
- Graphical analytics
- Time tracking
- Salesforce integration
- User audit report
- Automation engine
For its reporting capabilities, the Business plan or higher is highly recommended. Reports can be shared in real time, you have access to templates and you can schedule notifications.
You can also add additional features to your Wrike account for an additional fee. Wrike Analyze is a business intelligence tool.
Reports can be exported, run or managed anywhere except within your account. You can create customized and highly visual reports. You can choose from 15 different visuals including heatmaps and pie charts as well as column charts. A dashboard can be created for reporting purposes.
Wrike offers a free plan as well as three paid tiers.
- Professional: $9.80 per user per month
- Business: $24.80 per user per month
- Contact Wrike to get pricing for your enterprise
Wrike is easy to use and has many useful features. Find out more.
#2 ClickUp Review: The Best Free Task Management software
ClickUp is a great option for small teams that cannot afford task management software. This tool is used by companies such as Uber, Nike and Google.
ClickUp offers a free version that includes a wide range of amazing features and capabilities. This free version supports unlimited tasks, unlimited members, and unlimited users.
Many advanced features are available, including automated mind mapping, goals, portfolios, sprints and Gantt charts, real time collaborations, workload view, as well as more than 50 native integrations.
The software’s user-friendly layout allows you to divide tasks into smaller pieces for easier management. The ability to assign comments is a subtle, but useful feature. With a click, you can convert comments into tasks.
For grabbing team members’ attention, the mentions feature can also be very useful.
ClickUp is highly customizable. You can customize status toolbars and tasks, categories and sections, as well as comments. The free plan has almost the same functionality and features as paid task management software.
ClickUp offers a free version and three paid plans.
- Unlimited: $5 per member per month
- Business: $9 per member per month
- For pricing information for enterprises, contact the ClickUp sales team.
If you feel the free plan is too restrictive or lacks sufficient space, you may have to upgrade to a paid plan. This is unlikely for small teams with simple workflows.
#3- Trello Reviews – The Best For Individuals and Simple Workflow
Trello can be described as a task management tool. This software can also be referred to as a Kanban board application. You can create as many columns and projects as you want.
You can assign tasks to members of your team, attach files to each task and create checklists. Add comments, tag members and link files. Trello allows you to quickly identify cards by adding labels and annotations.
Drag-and-drop is very useful. As they reach milestones, team members can simply drag their cards from one column to another (e.g. From To Do to in Progress). Everything is clearly labeled and organized in the board view.
It is worth mentioning the Power-Up feature. Add integrations and features to your boards. This includes custom fields, social media and document management. You can also view calendar views and track time. You get one power-up with the free version, while you get more with the premium plans.
Trello offers Business Class plans starting at $10 per user per monthly and Enterprise plans. Trello will provide a price quote for Enterprise.
Trello is an ideal tool for project managers looking to quickly and easily see the entire workflow. A free version of Trello is also suitable for individuals who manage a startup, or a household. Over 19 million people worldwide use the software, including Adobe, Fender and Pixer.
Get a free demo of Trello today.
#4- WorkFlow Max Review– The Best for Business Management
WorkFlow Max is a task management software that does all the things you need. It allows you to assign tasks, create task lists, estimate time, and set due dates. Track the progress of both the whole project and the individual tasks.
You can also view jobs by assignee, important date or deadline. In real-time, you can view the percentage completed for each task. Automated features allow you to assign recurring jobs with descriptions, start and end dates, templates, descriptions and categories.
Advanced time tracking allows you to track time in eight different ways. You can also include detailed information about how time was spent. This is helpful for creating detailed reports. The software allows you to track time and compare it to estimates.
WorkFlow Max can also help with billing and payments. WorkFlow Max allows you to send invoices, track job costs, and manage uninvoiced jobs. Job costing is especially useful as it tracks each task’s estimated cost. It can also track the actual and quoted costs. WorkFlow Max almost guarantees that you will send accurate quotes.
Additional Workflow Max features include:
- Document management
- Lead manager
- Manager for the client
- Custom fields
- Xero integration
WorkFlow Max is owned and integrated with Xero’s software, including Xero Accounting Software. This tool can also be integrated with more than 25 products such as Dropbox, Box and Adobe Time Tracking. Actual, Google Drive and Flexitime are some of the other options.
WorkFlowMax starts at $45 per user and costs only $45 per month. A full-featured app is also available for Android and iOS.
#5 Jira Software Reviews – The Best For Large Agile Teams
Jira Software was designed with developers in mind. This is one of the Jira tools that Atlassian offers to help agile teams accomplish their goals.
Jira Software is a tool that allows you to keep track of everything that happens over multiple iterations. You can put your efforts into continuous improvement, identify roadblocks quickly, and reach your goals with minimal drama.
Cards will come pre-configured to work with Scrum and Kanban, as well as more than a dozen other agile reporting tools. These reports are not as beautiful as the free version, but they are useful.
Make a sprint planning burndown chart and compare velocity week to week. You won’t need to spend any more time.
Although the terminology may be unfamiliar to those who have not worked in an agile environment before, it is easy to learn. It should come as no surprise that you will find features such:
- Dependency management
- Planning for capacity
- Automation rules
- Integrations with other agile tools
Jira Software was designed for scaling. You can integrate it with other Jira tools so that you can manage many aspects of your business from one platform. Jira offers three plans.
- Standard: starting at $7/month per user
- Premium: $14/month per user
- For pricing information for Enterprise, contact Jira
Register today to get Jira Software free of charge.
#6- Microsoft To-Do Reviews – The Best For Personal Tasks
Microsoft To-Do might help you organize your life more easily. There are many things you can do with Microsoft To-Do, such as creating tasks and setting reminders, prioritizing them, assigning due dates, prioritizing tasks or attaching files or notes to tasks. You can also group related tasks together.
It is both a web and mobile app so that you can access your planner from anywhere. Your to-do list can be shared with family and friends.
Microsoft To-Do integrates with Outlook Tasks so that you can manage both your professional and personal tasks. The app is very user-friendly and can suggest personalized tasks you might like to add to your task list.
It is simple and effective, yet it is completely free. It’s more of a daily planner than Trello and is a great alternative to Trello, if you don’t need its more complex features.
#7 – Accelo Review: The Best For Automation
Automating repetitive tasks can make task management easier if you notice that you spend a lot of your time doing them.
This is an area Accelo excels at. There are many automated features in the software. You can set up important milestones and prompt users to update or enter information.
Automating client communications is also possible. Accelo tracks all emails and gives you important client information in one location. You can also automate billing, routing emails, and timesheets. Automated triggers can be used to close tickets, send emails or convert emails into tickets.
This software makes it easy to set up recurring tasks. These tasks can be set up on a calendar so that the system will assign them to the team members at the appointed time.
Accelo is simple to use for task management. You can assign and reorder tasks at will, then notify your team members when you arrange tasks.
You can sort tasks by status, workload, due date, and/or due date using the simple dashboard. You can also highlight tickets that need immediate attention or special attention such as tickets that are not assigned or overdue.
Accelo is flexible and can be customized to serve a variety of industries including digital and creative and business consulting, information tech, engineering, marketing and property management, among others. Accelo’s industry-specific templates allow you to easily adjust your task or project management needs.
Other features include:
- Team inbox
- Project collaboration
- Client database
- Client records
- Tracking usage
- Get Quotes
- Reporting dashboard
Accelo offers five options, including Sales, Projects, Retainers, Service, and Sales. These services cost $39 per monthly. The All-in-One ServOps is also available for $79. This option combines all four options.
What I Did to Look for the Best Task Management Software
It is helpful to have an idea of what features you should look for in task management software. Depending on your industry and specific needs, the features that make task management software good may differ slightly.
Once you’ve gotten a good idea of the key features to look for, you can start to select the ones that fit your needs and then use that information to help you choose the right software.
If you are considering purchasing task management software, don’t be afraid of taking advantage of free trials to help you find the best one for your needs. Be aware that not all software is free.
These are some of the most important features and they were the ones that I used to compile this review:
This is the core function of any task management tool. It should be possible to create and assign tasks. You should look for custom fields. This allows you to clearly define the task for the assignee.
You can also add comments, photos, videos and documents to your tasks using the tool. You should also be able to sort the job quickly by any criteria you prefer, such as task, due date or department.
It is a bonus to receive notifications when deadlines are approaching.
Communication is essential in any team working towards a common goal. Task management software that is good should include communication tools. This could be instant messaging, a discussion forum, or both.
For large groups, discussion boards can be very useful. All team members can see the discussions of their colleagues. You can even create task cards from these discussions with some task management tools. This feature is useful during brainstorming sessions.
It is helpful for team members to have visuals of the project as it unfolds once it has begun.
Kanban boards are a great way to do this. They provide a clear view of each task and their progress. Kanban boards are easy to use because they allow you drag and drop.
Gnatt charts are very popular for task management. These charts are easy to use and provide a lot of information, such as assignee, start/end dates, dependencies and completion percentage.
Although creating reports can be time-consuming, it is essential for task management. A reporting tool is a software that makes it easier to create reports. It is possible to insert and gather data about budget, performance, resources allocation, and other factors.
Software may offer templates, pre-defined criteria for automated reporting, or customized reporting. You should look for features that provide the most value for your information.
It is unrealistic to expect all team members to use the dashboard at all times. It will be possible to assign tasks, add comments or make other job changes. Notifications keep everyone informed in real time about any changes.
A task management program will notify users about upcoming deadlines and other urgent actions.
It doesn’t really matter whether you prefer reactive or proactive methods such as Scrum or Agile. You can manage your workflow and increase productivity with a task management tool.
It’s as easy as finding the right person for your team. Here are my top picks:
- Wrike – Best for reporting
- ClickUp – The best free task management software
- Trello – Great for small groups and individuals
- Workflow Max – The best for business management
- Jira Software – Best for large agile teams
- Microsoft To-Do – Best for personal usage
- Accelo – Best for automation
It is important to take the time to understand your task management requirements. You can follow the links to find the one that best suits your day-to-day challenges and problems.
Before making a decision, be honest about your needs and consider the future. A more robust and expensive project management software might be better suited to complex tasks than a Trello-like kanban board. It is also more scalable than Trello.
By: Neil Patel
Title: Best Task Management Software
Sourced From: neilpatel.com/blog/best-task-management-software/
Published Date: Tue, 21 Sep 2021 15:00:00 +0000