WorkflowMax

(13)
3.1 out of 5 stars

All-in-one Job Management Software

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WorkflowMax Features

Tasks
Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

73%
(Based on 9 reviews)
Due Dates

Set deadlines on tasks.

73%
(Based on 9 reviews)
Task Prioritization

Set priority levels on tasks so individuals can organize their work.

n/a
To-Do Lists

Each user can view their list of tasks to be completed.

61%
(Based on 8 reviews)
Collaboration
Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

68%
(Based on 9 reviews)
Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

n/a
Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

80%
(Based on 9 reviews)
Time Tracking
Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

81%
(Based on 10 reviews)
Tracking Time to Project/Task

Users can easily track time based on task or activity and assign to projects

81%
(Based on 10 reviews)
Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

85%
(Based on 9 reviews)
Projects
Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

n/a
Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

66%
(Based on 10 reviews)
Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

n/a
Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

64%
(Based on 8 reviews)
Issue Tracking

Track issues and manage resolutions.

n/a
Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

81%
(Based on 7 reviews)
Electronic Payments

Accepts electronic payments from clients

n/a
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

75%
(Based on 9 reviews)
Portfolio Management
Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

67%
(Based on 9 reviews)
Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

55%
(Based on 7 reviews)
What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

46%
(Based on 7 reviews)
Workflow

Automate task approvals processes and handoffs at project milestones.

75%
(Based on 9 reviews)
Request Management

Manage project and change requests in the system, approving or sidelining requests.

57%
(Based on 9 reviews)
Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

68%
(Based on 8 reviews)
ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

59%
(Based on 8 reviews)
Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

49%
(Based on 8 reviews)
Resource Management
Resource Database

Maintain a database of resources that contains employment details, skills and availability.

57%
(Based on 9 reviews)
Resource Allocation

Allocate resources to various projects, phases and tasks.

62%
(Based on 9 reviews)
Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

63%
(Based on 9 reviews)
Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

85%
(Based on 9 reviews)
Platform
Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

73%
(Based on 9 reviews)
Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

64%
(Based on 8 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

81%
(Based on 10 reviews)
API / Integrations

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.

76%
(Based on 8 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards.

70%
(Based on 9 reviews)
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

n/a
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.

n/a
Mobile Time Tracking
Time Tracking

Allows users to track and enter time spent on project tasks from mobile device.

83%
(Based on 9 reviews)
Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Not enough data available

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Not enough data available

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Not enough data available

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

n/a
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Platform
Reporting

Access pre-built and custom reports and dashboards.

Not enough data available

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.

Not enough data available

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

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.

Not enough data available

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Not enough data available

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

n/a