20 Best Workflow Task Management Software for 2024

Process automation helps organizations cope with change. And having workflow task management software at one’s disposal can be instrumental in ensuring that the automation of business processes is optimized at all times. However, reliance on legacy systems, lack of organizational inertia, and financial issues often prevent organizations from automating their workflows.

In today’s business context, using disparate workflow task management systems is no longer strategic. This article provides the best workflow task management software that gives organizations the ultimate flexibility in automating work processes. The unique functionalities of each platform are identified, as well as the pricing for various user types.

The pandemic has increased collaboration by at least 88% between IT teams and business stakeholders as they sought to find solutions to operational challenges. Consequently, businesses have leveraged an increased number of applications in everyday operations to boost efficiency and productivity.

However, with the average business using 10-16 apps, keeping in mind how to use different software and jumping from platform to platform to perform work responsibilities can get tedious. While connecting various platforms is possible, the advantages of using custom workflow systems that are patterned after your unique business processes deliver more value. As such, process automation results in increased business growth and is a vital element of digital transformation.

Aside from the strategic push for digital transformation, drivers for workflow task automation include the need to provide better customer service, eliminate workflow errors, and reduce operational costs. Among SMBs, 63% say that automation allowed their company to quickly pivot during the pandemic, and 66% agree that optimal workflow management is now essential in running a business.

The following list includes the best workflow task management software that you can use to modernize your business processes. Across various industries, these workflow automation tools are sure to deliver increased efficiency and boost productivity for enhanced organizational performance.

Best Workflow Task Management Software

1. monday.com

monday.com is an all-in-one digital workspace for managing and streamlining workflows. It simplifies task management by keeping every team member informed at all times so it becomes easy for everyone to keep track. The platform is intuitive visual, and easy, and lets teams create their ideal workflow in minutes.

The monday.com work management tool is a visually rich task management workflow software that makes use of colorful boards. It provides teams with a shared workspace to break down silos and fuel collaboration. In one shared workspace, teams stay connected and aligned as ensured by the real-time overview of task status. Connect monday.com to your favorite apps like Slack, Outlook, Microsoft Teams, and Dropbox.

Price Range: Pricing for monday.com starts at $8/seat/month for the Basic plan. This app also offers a free plan for up to two seats.

monday.com

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What is unique about monday.com?

1. Accelerate digital transformation. There is no training required, teams can easily jump in and get started. The automation of task management results in effective and productive teams.
2. Unified workspace. Using the calendar view, teams can see the status of tasks. Managers can easily check who is busy with what without directly asking the team members.
3. Connects all your data. The platform offers over 40 integrations for any industry and team. You can connect all your tools in one place and increase workplace efficiency.

2. Wrike

Wrike is a workflow and task management software that provides 360-degree visibility and facilitates cross-departmental collaboration. It is a flexible platform that can be configured based on your unique workflows. Wrike offers no-code automation and visibility.

Wrike’s task management software lets you prioritize workloads, reduce administrative tasks, speed up approval processes, and collaborate in real-time. You can also generate custom reports in minutes. Wrike readily integrates with Tableau, Salesforce, Google Drive, and Dropbox, among other business tools.

Price Range: The Professional Plan starts at $9.80/user/month. Wrike also offers a free plan.

Wrike

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What is unique about Wrike?

1. Improves communication. In one shared space, teams can share all tasks and project details. Organize all the related elements in one shared platform and improve efficiency.
2. Simplifies complex projects. Have a clear view of the various components of every project and systematically accomplish every task. Wrike helps you break down complex projects.
3. Provides real-time updates. This platform provides all stakeholders with full project visibility. This eliminates the need for status meetings as everyone is informed about the status of projects all the time.

3. KiSSFLOW

KiSSFLOW is a task management workflow software that lets you build smart processes. With its low-code no-code platform, you can design applications from scratch or pre-built templates. KiSSFLOW allows you to build custom workflows and automate repetitive processes.

For workflow management, KiSSFLOW has a self-serve platform that allows you to build and manage business processes across departments. It offers an end-to-end workflow platform that is streamlined, agile, and convenient. It easily integrates with QuickBooks, SAP, Oracle, Salesforce, and Dropbox, among other tools.

Price Range: Pricing starts at $10/user/month for the Small Business Plan for a minimum of 50 users.

What is unique about KiSSFLOW?

1. App builder. Create custom applications with the low code platform. Go beyond your workflows and solve complex processes.
2. Process creator. Improve your process management by building feature-packed workflows. Customize forms and the reporting process so you can get the right data at the right time.
3. Collect valuable data. The reporting and analytics tool of KiSSFLOW lets you master all data flows. Gather insights from multiple apps, tables, and processes and make data-driven decisions.

4. Celoxis

Celoxis is a comprehensive business management suite that offers all the tools that you need for your workflow task management. It includes tools for advanced scheduling, Gantt charts, risk management, and time tracking. It offers tons of customizations as well as powerful reporting tools that let you slice and dice data.

The workflow apps of Celoxis track business processes alongside projects. You can create your own custom fields, or use the built-in apps. It integrates seamlessly with other popular business applications such as Google Drive, Zapier, QuickBooks Online, Slack, and Zendesk.

Price Range: Celoxis cloud starts at $22/user/month while the price for on-premise is $450.

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What is unique about Celoxis?

1. Accurate project planning. Create stable project plans with Celoxis using interactive project management tools. You can also add multiple resources per task.
2. Comprehensive project tracking. Intelligent health indicators, tracking dashboards, and other automatic visual indicators are among the tools provided by Celoxis for project tracking. These tools make it easier to monitor projects.
3. Full-service resource management. To accurately provide for your resource needs, Celoxis has comprehensive resource planning and tracking capabilities This helps companies in effective resource planning.

5. vtenext

vtenext is an open-source, all-in-one CRM solution that offers tools for automating and digitizing company processes with the aim of boosting productivity. The smart working tools of vtenext facilitate agile working throughout the organization. The workflow systems of vtenext are detailed and comprehensive, and include key metrics for measuring performance.

Rapidly adapt to changes in your external environment using the adopt process-based logic of vtenext. Even without human intervention, create and implement business processes that you can automatically execute. The tools for workflow task management boost productivity, minimize costs and shorten response times.

Price Range: Pricing can be requested from the vendor.

What is unique about vtenext?

1. Improve productivity. By integrating BPM capabilities, vtenext allows you to create and implement business processes. This encompasses all functions.
2. Design process workflows. The BPM workflow allows teams to customize work processes. These systems are comprehensive and detailed, providing teams with a quick overview of all important metrics for any task.
3. Automatic process execution. The vtenext platform, on its own, implements processes for sales, marketing, and customer service. Even without human intervention, the system facilitates workflows based on specific triggers.

6. Kintone

Kintone is a cloud-based workplace platform that organizes your tasks and workflows. In one centralized place, it allows you to customize your work processes. Organize complex projects through automation and get a big picture of all your ongoing tasks. Kintone tracks all communication and related data in a single platform.

The drag-and-drop builder lets you design custom workflows based on your unique work processes. As your business grows, Kintone also allows your processes to evolve and scale with you. This platform easily integrates with Google Drive, Slack Trello, and Gmail, among others.

Price Range: For a minimum of five users, pricing starts at $24/user/month.

What is unique about Kintone?

1. Consolidated workspaces. The Kintone platform provides dedicated workspaces for teams and departments where they can connect all related analytics and workflows. This facilitates cross-departmental collaboration anytime.
2. Promotes visibility. The built-in process management tools allow you to design workflows for every project or task. Structure your work processes and gain visibility at all times.
3. Easily understand data. Kintone allows you to filter your data into a variety of graphs and lists. Get valuable insights from your data and easily make informed decisions.

7. Qntrl

Qntrl is a privacy-focused and enterprise-ready workflow task management software solution that keeps an eye on the most important metrics for your business. It allows you to gain visibility and control through automation. At any point in time, Qntrl allows you to know the status of tasks under your watch.

The automated processes of Qntrl cover the updating of your ERP, CRM, and accounting systems. It provides unparalleled visibility and centralizes all requests and facilitates workflow-centric collaboration. Qntrl easily connects with other business apps such as Workday, Microsoft Teams, and Slack.

Price Range: The Business Plan is priced at $8/user/month. Also offers a free plan for up to five users.

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What is unique about Qntrl?

1. Automated process checks. Ensures accountability by identifying the persons in charge of each task or project. Every task is defined at every stage of the project.
2. Ready-made reports. Blueprint duration analysis, usage report for transitions, usage report for stages, and usage utilization charts are just some of the reports provided by the platform.
3. Process automation. Based on hierarchies defined during process design, Qntrl allows you to assign requests automatically. The APIs also support dynamic assignments.

8. Method:CRM

Method:CRM is a CRM workflow platform that allows you to automate your processes with drag-and-drop and customizable tools. The automated short flows help you shorten your sales cycle and reach new business milestones. For every workflow, Method:CRM provides seamless automation that is able to supercharge your processes.

Spanning across the entire sales process, the workflow task management tools of Method:CRM helps eliminate double data entries and repetitive tasks. It helps teams send automated follow-up emails and also provides email marketing tools such as email templates and activity tracking. Method:CRM integrates with Mailchimp, QuickBooks, Zapier, and Outlook, among other business apps.

Price Range: Starts at $25/user/month for the Contact Management plan for simple lead and customer management tools.

What is unique about Method:CRM?

1. Custom templates. Method:CRM allows you to create unlimited custom transaction templates for your business. You can easily populate these templates with QuickBooks items and prices.
2. Online document approval. You can customize the Method:CRM online portal and allow customers to view, approve, or comment on documents. Automate the creation of invoices and follow-up emails to expedite the approval process.
3. Unlimited solutions. Method:CRM helps you personalize the way you run your business. Track all data by customizing fields, tables, and apps, see reports in real-time, and provide customers with self-service options.

9. HoneyBook

HoneyBook is an all-in-one business management solution that lets you create custom automation to match your unique processes. Create triggers based on client behaviors, dates, and other criteria. Automatically send emails or create a route for document approval.

The client workflow automation feature of HoneyBooks allows teams to automatically respond to queries, and conduct follow-ups using marketing materials, questionnaires, or scheduling links. In addition, it provides personalization by allowing your company to incorporate your branded templates and send specific materials to clients based on their interests. Integrations for HoneyBook include those with Gmail, Google Calendar, Calendly, Zapier, and QuickBooks, among other tools.

Price Range: Unlimited Monthly is $39/month while the Unlimited Annual is at $390/year.

What is unique about HoneyBook?

1. All-in-one solution. In one organized place, you can manage all your tasks and workflows. Communicate with clients, send documents, arrange payments, and organize your schedule.
2. Behavior-based triggers. Based on your defined message sequences, send files and tasks at the exact time. Trigger actions based on actions taken on the platform.
3. Client portal. This tool allows clients to review files, send messages, and make payments. Through this tool, you can also track activity history and create a consistent client experience.

10. Trello

Trello is a flexible workflow task management tool that helps you automate your workflows by providing intelligent automation tips based on your work processes. The custom card and board buttons facilitate the advancement of tasks toward the next step. Perform a series of actions in a single click by defining action triggers.

With Trello, you can also set rules for your boards, as well as commands for adding team members, setting deadlines, and adding tasks. Trello provides powerful no-code automation. Integrations with Slack, Jira, and email allow for the creation of new tickets as well as the posting of comments on existing tickets.

Price Range: Standard Plan starts at $5/user/month. You can also try Premium for 14 days free of charge. A free plan is also available to small teams.

What is unique about Trello?

1. Task boards. This platform simplifies workflow task management through the use of boards. At a glance, these boards provide an overview of tasks and their exact status at any given time.
2. Easy task management. Using the boards, you can add members to each card, and also include due dates and attachments. Display updates across all boards and teams so you stay aligned and on the same page.
3. Scales with your team. The custom fields tool lets you structure Trello cards based on your unique task requirements. This provides access and formality to workflows and allows you to build a foolproof process as well.

11. Studio Creatio Enterprise

Studio Creatio Enterprise is a no-code business application development platform that lets you build workflow task management systems. In just a few clicks, you can build applications that provide the maximum degree of freedom in managing your workflow. Using industry-leading workflow automation capabilities, Studio Creatio optimizes and manages your work processes.

Easily design mobile applications using the Studio Creatio platform. Artificial intelligence (AI) and machine learning (ML) models increase efficiency and improve productivity. Studio Creatio easily integrates with your enterprise apps by using SOAP and REST services. With an open configuration and extensive API, it connects easily to Twitter, Facebook, and Google Contacts, among other business tools.

Price Range: Studio Enterprise is priced at $25/user/month. A free trial is also available.

What is unique about Studio Creatio Enterprise?

1. No-code design tools. Create and modify pages, workflows, and data models. Studio Creation provides an intuitive and robust set of no-code design tools.
2. Automate your workflow. The industry-leading workflow automation capabilities of Studio Creatio allow you to manage and optimize your work processes. This improves efficiency and boosts overall performance.
3. Create mobile applications. Using no-code tools, you can design your own extensive mobile apps. Based on your unique business processes, create mobile apps that will improve overall operations and streamline workflows.

12. Salesforce Analytics Cloud

Salesforce Analytics Cloud is a business intelligence software that includes ready-to-go solutions for every line of business. With this platform, you can easily develop tools for sales analytics, service analytics, and even analytics for event monitoring. Salesforce Analytics Cloud allows you to get a full view of your business from a single dashboard.

The configurator tools of Salesforce Analytics Cloud align the app with your unique business processes in minutes, while the dashboard builder lets you design your dashboard based on your specific workflow requirements. This cloud-based software has native integration with other Salesforce products and also connects with third-party apps in AppExchange.

Price Range: Billed annually, the Salesforce Analytics Cloud starts at €50/user/month.

What is unique about Salesforce Analytics Cloud?

1. Custom analytics. Tailor your analytics to your business and improve outcomes. Get precise recommendations and specific guidance from real-time data.
2. Unified visualization. On a single screen, you can visualize your entire business. Salesforce Analytics Cloud is your workflow task management tool in one platform.
3. Automated discovery. Get valuable insights from your workflow task management. Every data has a story to tell, and Salesforce Analytics Cloud ensures that you are provided answers to your complex business questions.

13. Jira

Jira is a task workflow management software that lets you design work processes in minutes by using carefully crafted templates that span every team. Be it in marketing, human resources, operations, or design, Jira Work Management knows that every team is unique. It lets you design workflows that reflect your unique team characteristics.

Easily track the progress of your projects as well as your team’s workload. Jira lets you see the big picture in one place, and identify possible blockers. Jira work management easily integrates with over 500 business apps, including Zoom, Slack, Microsoft Teams, and Zendesk.

Price Range: Starts at $5/user for the Standard plan. Jira is free for up to 10 users.

What is unique about Jira?

1. Custom fields. Track everything and goes beyond your default processes. Field names, types, and values are customizable so you can build workflows exactly the way you want them.
2. Granular permissions. Jira keeps your private data safe by providing extensive workflow security features. Configuration, privacy, and permissions can be tailored based on your desired security level.
3. Standardized workflow. Share global configuration settings and permissions between projects and teams. Set workflow and automation rules to standardize processes.

14. ProjectManager

ProjectManager is a workflow task management software that helps you make private and collaborative task lists, create project plans with dynamic Gantt charts, and track the work of all team members using automated reporting and dashboards. It lets you work smarter by allowing you to manage your tasks your way.

With cloud-based workflow task management tools, ProjectManager assists teams in collaborative work management. You can make visual workflows for an easier project or task execution, and create customized Kanban boards. It easily integrates with various business apps such as Office 365, Google, Jira, Slack, and Zapier.

Price Range: Pricing starts at $15/user/month for the Team plan. ProjectManager also offers a 30-day free trial.

What is unique about ProjectManager?

1. Real-time tracking. Track your workflows and automatically get updates on costs, delays, workload, and more. Stay on schedule and identify possible roadblocks early on with the management dashboards.
2. Online workflow management. Boost productivity by streamlining your business processes. The online project workflow tools allow you to focus on more important tasks rather than doing repetitive work.
3. Easy to use workflow app. This flexible and affordable project workflow software provides a no-code platform. You can easily create, automate, and manage workflows across all departments.

15. Nintex

Nintex is a process management and workflow automation software solution that helps you build digital workflows fast. It provides a complete digital transformation kit for companies with its intelligent automation software. Nintext has an intuitive platform that facilitates fast workflow conceptualization.

Through workflow automation, Nintex helps you advance in your workflow task management journey using pre-built workflow and process maps. This platform offers out-of-the-box connectors for various apps, including OneDrive, Salesforce, Dropbox, Slack, and Google Drive.

Price Range: The Pro Plan is priced at $25,000/year for unlimited users, unlimited workflows, and up to 2,000 document generations.

What is unique about Nintex?

1. Intuitive platform. Easily visualize, automate, and iterate even the most complex processes. Use the drag-and-drop visual design tools for fast workflow conceptualization to deployment.
2. Optimized business processes. The agile workflow solutions of Nintex help you manage, automate, and optimize your workflows. From start to finish, it ensures that errors are minimized.
3. Seamless collaboration. Across channels, Nintex allows you to send automated messages. Leverage built-in business logic and state machines for more effective automation.

16. Atlassian Confluence

Atlassian Confluence is knowledge management and project collaboration software that offers tools for sharing knowledge and working together on projects. You can create your workflow using over 100 pre-built templates, or create your own from scratch. Atlassian Confluence workflow task management includes dynamically updating roadmaps such as Jira and Trello boards.

Easily organize your tasks and build workflows with Atlassian Confluence, with real-time collaborative editing and in-line comments you are assured of efficient work processes. It easily integrates with Jira, Slack, Microsoft Teams, and Zoom.

Price Range: The Standard Plan starts at $5.50/user/month. For small teams with up to 10 users, Atlassian Confluence is free.

What is unique about Atlassian Confluence?

1. Intuitive structure. This team workspace provides dynamic pages where you can create and collaborate on any project. Spaces lets you structure, organize, and share your work across departments for effective knowledge sharing and management.
2. Multiple hosting options. You can host it in a data center, on your own server, or let Atlassian Confluence host your site for you on the cloud. For the Confluence cloud, plans offered include free, standard, and premium.
3. Unique spaces. Spaces are collections of related pages that you and other people in your team work together. Within these spaces, workflows are defined and tasks are identified.

17. ActiveBatch

ActiveBatch is centralized workload automation and job scheduling software that lets you create your own tech stack with no-code connectors and a low-code REST API adapter. It provides a central automation hub for business-critical systems such as CRM, ERP, ETl, and BI tools. You can connect ActiveBatch to any server to direct workflows across departments.

The end-to-end workload automation provided by ActiveBatch allows you to manage everything from a single platform. The intelligent tools and integrations of ActiveBatch let you build, monitor, and manage end-to-end processes. It easily connects with business apps like SAP, VMWare, Crystal Reports, and PowerShell.

Price Range: The vendor provides pricing upon request.

What is unique about ActiveBatch?

1. Event-driven automation. Based on a variety of events, you can program jobs to run based on specific triggers. These include file events, FTP file events, database modifications, message queues, and much more.
2. Build and monitor processes. The intuitive user interface orchestrates business applications, data center workflows, batch jobs, and more. The low-code API accessibility lets you easily build and monitor workflows.
3. Comprehensive integrations and extensions. The built-in integrations, extensions, and add-ins simplify the integration of disparate technologies, Based on current needs, users can customize ActiveBatch implementation.

18. Quixy

Quixy is a cloud-based workflow automation solution that also offers, among other tools, a digital process automation tool. Using no-code apps allows you to automate processes and workflows by using purely visual and intuitive interfaces. Simple tools such as drag-and-drop form builders are used to create workflow task management apps.

The digital process automation tool of Quixy gives employees the freedom to focus on more strategic work, ensures accuracy by eliminating manual tasks, increases efficiency, and promotes transparency and visibility. Quixy can integrate with any third-party system using API integration.

Price Range: The Platform Solution starts at $20/user/month for a minimum of 20 users.

What is unique about Quixy?

1. Optimized processes. Automate your workflow, including escalations, approvals, reminders, and other sub-processes. Quixy ensures that your work sequence occurs seamlessly.
2. Delivers insights. The tasks and workflows deliver data in real time. You can use this data to get insights and make improvements to work processes.
3. Instant response. The user-specific tasks and workflows have specific event triggers. Your projects and tasks will progress even without human intervention.

19. Process Street

Process Street is a process management platform that lets you take control of your workflows. It lets you create automated workflows in seconds and make process management easier by removing bottlenecks with workflow approval. Form fields are provided to seamlessly manage the flow of data across departments.

The Process Street dashboard gives an overview of team performance and allows you to monitor tasks and projects. There are pre-made workflow software templates, but you can also build your own from scratch using the drag-and-drop tool of Process Street. This platform integrates with Slack, Zapier, Salesforce, Microsoft Teams, and Jira, among other business apps.

Price Range: The Pro Plan is priced at $25/month per full member. A full member is a paid user that can create and run workflows. A free plan is available for one workflow and one full member.

What is unique about Process Street?

1. Conditional logic. This platform allows you to create dynamic workflows using if/then logic. This makes it easy for you to quickly adapt to the evolving needs of your team.
2. Fully-managed workflows. For larger teams, you have the option to let Process Street design, set up, and implement your team workflows. This feature is offered as part of the Enterprise Plan.
3. Tight permission controls. For select user types, you can hide specific tasks from view. Keep workflows lean by implementing task and role-based permissions.

20. Orgzit

Orgzit is a data management tool that includes workflow management software that is designed to streamline routine business processes for optimal efficiency. It provides a digital system for workflow and task management with well-defined processes. Orgzit workflow management automates repetitive processes and tasks with the aim of increasing productivity.

Manage your work processes efficiently with Orgzit customization, checklists and audits, alerts and notifications, and priority tasks. Run multiple workflows without the need to change apps. Orgzit integrates with Slack, Twilio, Salesforce, and Zapier, among other business apps.

Price Range: The Starter Plan is priced at $199/month for small teams with up to 10 users. For teams with more than 10 users, pricing starts at $39/user/month.

What is unique about Orgzit?

1. Ready-to-use templates. Orgzit Launchers are ready-to-use business workflow samples that you can set up in minutes. It covers a wide variety of business use cases and can help you in designing your custom workflows.
2. Manage all processes in one platform. Eliminate your dependence on multiple software. Orgzit empowers you to create workflows on a single platform, which results in increased operational efficiency.
3. Streamlines processes. Provides a comprehensive overview of various workflows. At the same time, it gives your team key decision-making metrics.

Optimize Your Business Processes

For greater productivity and efficiency, workflow automation is essential. Organizations today have access to no-code and low-code tools, and this makes a huge difference as they now have the means to design workflows that will adapt to their unique business processes. The best workflow task management solutions empower businesses to transform and become more competitive.

Based on our review, monday.com is the best workflow task management software for it offers all the tools that can effectively manage and streamline business processes. In one shared workspace, teams stay connected and aligned as ensured by the real-time overview of task status. Avail of monday.com free trial and see how it accelerates digital transformation.

Software for workflow task management helps companies stay competitive amid the challenging business landscape. By organizing business processes, teams are empowered and are able to build resiliency with the capacity to quickly adapt and adjust workflows as needed.

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."