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10 Easy Tools for Workflow Customization with Creative Dashboards

Category: B2B News
What is the best workflow management software for creative projects?
The best workflow management software for creative projects is monday.com. Its color-coded, visual dashboards make it easy to spell out design workflow for creative brainstorming and execution. Its strong collaboration features make team activities and file versioning clear from start to finish.

Your creative business could be bleeding money from workflow issues without you knowing it. Mundane tasks alone are known to cost companies trillions. To dodge this workflow bullet, you need to start with goals that are clearly defined and processes that are transparent to everyone. You need an easy tool for workflow customization for creative projects.

While management can come out with clear goals and processes, getting them out for everyone’s easy reference is not always straightforward. It’s for this reason that workflow customization tools like monday.com are making strides in project management teams that require creative dashboards.

In this article, we’ll analyze some of the best workflow management software solutions in the market, including our top choice, monday.com. If you are managing creative teams or part of one, you will find insights to help you meet the demands of your role better. You may have heard some of the solutions here in project management reviews, but our analysis focuses on their ability to meet the needs of creatives, thus, helping you digest the features along your workflow.

workflow customization

Top Tools for Workflow Customization & Creative Dashboards

The capabilities of workflow management software are such that it is now possible to automate 45% of business activities. If you wonder what that means for businesses, how about USD 2 trillion savings in annual wages?

And if you are still playing your business processes by ears while multitasking, then you are virtually not giving your business one of the best chances it has. In fact, you are doing more harm than good in the process.

Top Reasons for Workflow Oversight 2018

Lack of visibility of end-to-end business processes that span multiple services

%

Ambiguous error handling leading to unaddressed errors

%

Cross-team miscommunication

%

Complexity of supporting services written in many languages

%

Difficulty hiring people with the right skill set

%

Security issues due to large number of services

%

Other(s)

%

Source: Camunda Survery, 2018

Designed by

Does that make sense yet? If you suspect that’s all voodoo, cold data shows that: companies are losing as much as 40% due to lost productivity from switching tasks constantly.

Worse yet, your competition could be outmuscling you in every market without you having any clue. Why not, when all their workflows are humming along, from production, marketing, to shipping?

With creative-first workflow management solutions, you could get your processes in order. Fast and powerful, they will allow you to customize dashboards to match the activities of any team under any department. Many of them are founded on strong visual principles — as a creative tool should — making it easy for creative teams to adapt to the application in no time. Let’s start with a top pick, known for its visual, collaborative approach to managing projects.

1. monday.com

Monday.com dashboard example

With its visual dashboards and workflow automation tools, monday.com makes it easy to customize workflows. A strong suite of collaboration and communication tools allow teams to implement the automation smoothly.

To start your workflow customization, all you need to do is look at your current processes. Once you have them in well-defined place, you can go about customizing the workflows according to how your team members go about their tasks.

The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for monday.com free trial here.

monday.com

An award given to products our B2B experts find especially valuable for companies

monday.com won our Expert's Choice Award for 2018

Our score
9.8
User satisfaction
99%

By the click of a mouse, the application lets any team member see information connected to ongoing projects. For better results, it offers incentives for any member to finish projects early or on time.

By using a visual presentation of the involved workflows, team members can go about their tasks with unparalleled clarity. It cuts through the maze of inessential steps that bog down the implementation of projects.

Why choose monday.com for workflow customization:

  1. Start with visual dashboards. With monday.com, you have a choice to set your dashboards using kanban, card or calendar views among others. This sets the stage for smoother customization of workflows.
  2. Communicate within the app. The application relegates the use of third-party communication software as a thing of the past by providing users one within the app.
  3. Involve everyone in the action. Also one of the top project management tools around, monday.com makes it easy to engage members in tasks.

2. Wrike

Wrike dashboard example

Next in our list of the 10 easy tools for workflow customization with creative dashboards is Wrike, a familiar name in the SaaS project management solutions crowd. The application provides simple steps to customize your processes. With its thoughtfully designed workflows, it’s easy to place where any project stands.

To start customizing your workflows, you need to structure your tasks along the path of four status groups: active, deferred, completed and canceled. The straightforward organization leaves no room for ambiguity. Under such cases, status meetings are no longer required. Less time spent on admin tasks means more time on actual work.

The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for Wrike free trial here.

Wrike timeline gives you a sweeping view of your projects. You can set which ones to prioritize over others, allow reviews and require analysis of results. Additionally, you can set up automatic notifications for the critical tasks, ensuring you remain in the loop on projects that matter most. You still get to toggle the notifications on or off in case you need it.

3. bpm’online studio

bpm'online dashboard example

Measure, test and improve any one of your multiple processes with bpm’online studio, a well-regarded name in the workflow management market. If you’re keen on keeping up with the latest trends in running business processes and leveling up with constantly changing markets, then bpm’online studio could be the workflow customization just for you.

As a complete workflow customization tool, bpm’online studio covers all your key processes including those from sales, marketing and accounting teams. To stay on top of processes, you get a dynamic interface that is also designed with smooth functionality in mind.

You can try all its premium features at no cost when you sign up for bpm’online studio free trial here.

For more efficiency on running workflows, bpm’online studio provides a centralized communication right from the dashboard. This saves you the need to invest in a separate instant messaging software and the like.

File sharing functionality is also built right inside bpm’online studio. As with the communications tool, the feature spares you the necessity of purchasing another third-party application.

If you are already using one, however, and want to stick with it, the robust integration API provided by bpm’online studio should allow you to stick with your preferred file sharing software.

You will also like how this system empowers file sharing and communication and joins departments on common operations to ensure there are no mistakes or inefficiency.

While cloud implementation is the norm these days, you might have reasons to go for an on-premise execution instead. If that is the case, then bpm’online studio will not disappoint you: it allows for on-premise implementation too.

4. KiSSFLOW

KiSSFLOW dashboard example

Taking the lightweight route to BPM, KiSSFLOW extends the power of designing and customizing workflows to users who are at the frontline of issues as they arise. It’s cloud-based, so teams and admins should have no trouble creating and customizing business applications anywhere and at any time.

Right out of the box, KiSSFLOW comes with 50 pre-installed business apps to get you up and running in no time. There’s an app for employee onboarding, purchase order, or vendor payment among others.

You can easily sign up for KiSSFLOW free trial here and get to know the features firsthand at no cost and without commitment.

If the pre-installed business tools need further fine-tuning, you can easily edit and customize them according to your specific requirements. In case there’s too much to change, you can opt to develop your own customized app instead.

If coding sounds too exotic and formidable to you, you need not worry since KiSSFLOW does not require you to have coding skills to proceed with the task.

KiSSFLOW provides all the essential things you need to finish projects successfully: secured access control, visual workflows, convenient liquid forms and the report and analytics tool that is essential to any business today.

5. Project Manager

Project Manager dashboard example

ProjectManager.com is a cloud-based project management workflow solution that lets you create a realistic workflow diagram. The app lets you streamline your processes and automate much of them while tightly monitoring progress.

With this versatile platform, you can manage any size of projects and organize them in different stages. It has distinct, clearly drawn stages so it’s easy to find potential bottlenecks and address issues decisively. With all parts smoothly moving forward, you get to deliver on your contracts without delay.

The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for ProjectManager free trial here.

The core functions of ProjectManager allows you to plan projects, allocate resources and assets, assign tasks and track progress all from an intuitive dashboard. The app updates in real time so you don’t have to play catchup to crucial project issues.

The application promotes precise scheduling. The value of this approach is evident in how ProjectManager then enables you to compare planned and actual progress. This allows you to fine-tune works in areas where they are needed.

6. Backlog

Backlog dashboard example

Next on our list of 10 easy tools for workflow customization is Backlog, which is designed with app developers especially in mind. As such, users can expect to organize their workflows along the lines of essential app development tasks: design, development, marketing, IT and production.

ProjectManager customers can opt for a cloud or on-premise version of the app, useful when you are stuck with legacy systems or place security as a foremost requirement.

Should you want to investigate the platform firsthand, you can easily do so when you can sign up for Backlog free trial here.

Even developer businesses have non-technical staff working for them. In this regard, Backlog is built in such a way to accommodate non-experts in the development team. The platform is easy enough to use and the dashboard is never intimidating.

Backlog generates progress reports through Gantt charts and what it calls Burndown. Another module, Git, serves as the application’s repository so all your critical files stay in one place.

The built-in communication tool allows teams to fix bugs as soon as their presence is known.

7. Scoro

scoro dashboard example

Another popular name in project and workflow management markets is Scoro. From the initial customer contact to the creation of estimates, allocation of resources, project initiation to delivery and payment, Scoro provides all the ways you can empower your workflows to finish projects smoothly and efficiently.

Scoro is not limited to any industry, too, so you can harness its capabilities no matter if your business is along the line of manufacturing, construction, or media businesses.

An appealing test drive of all software features is available to you when you sign up for Scoro free trial here.

The core features of Scoro include collaboration, work scheduling and tracking, project management, customer relations management, quoting and billing and advanced reporting and dashboards. All of these are accessible via a user-friendly dashboard interface.

To stay on top of projects and tasks, you can head over to the control hub that commands an easy view of account information, tasks, calendar events and performance data. If you’re in Europe, Scoro works with you through localized solutions.

8. Nintex

Nintex dashboard example

For under USD 950 per month, workflow automation software Nintex lets you map and manage up to 100 of your business processes. For many businesses, that is more than enough.

Aside from that, the Standard Edition comes with the Process Variant Management tool, Process and Doc Approval Workflow module, Feedback and Collaboration, Lean Tagging among others.

You also get stringent security in the form of Risk and Compliance Management. All these for unlimited users too.

Nintex employs all the state-of-the-art technologies to help you automate and streamline your business processes, no matter if they’re spread across multiple teams.

These technologies include robotic process automation, advanced forms and mobility access, e-signature and document generation. In essence, Nintex integrates the best functionalities of many leading application categories. This gives you a modern comprehensive tool while paying only for a single price point.

Document management software features can be a varied lot. Nintex spares you the need to shop for one.

The record systems always stay in a single place, so searching and retrieving them could be facilitated at will, any time.

9. Zapier

Zapier dashboard example

If you are using multiple applications that still manage to work together, most likely Zapier is the one platform making it possible. For most companies working like this, Zapier is synonymous with app integration. As such, it connects any number of disparate solutions while conveniently automating the essential tasks under the hood.

From Slack, Asana, to Facebook or any one of more than 1,500 apps out there, Zapier does the heavy lifting. While it moves instructions and data among them silently in the background, you can focus on growing your business rather than tinkering with exotic manuals.

Zapier manages to automate any task through its Zaps tools. These are the scripts for running repetitive tasks so you don’t have to drag your feet doing them all day. From opening the application to executing what you ask it to, Zapier takes the pain of processes so you only get your hands on the results at the end.

While it does the complex processes for you, it does not mean that setting it up would be the most intimidating to do. Quite the opposite is actually true. The dashboard is easily intuitive to let you hook applications to one another. Managing is the same.

The immediate benefit of this is clear: where before you have to scour the face of the planet for a capable, trustworthy programmer, now all you have to do is let loose an application that does all the complicated steps for you.

It not only saves you hard-earned money but also spares you from the constant headache of malfunctioning setups.

10. Intervals

Intervals dashboard example

Completing our cast of the 10 easy tools for workflow customization with creative dashboards is Intervals, which puts a premium on task and time management so small businesses can get a better hold of their projects.

In essence, Intervals tracks tasks and the time spent carrying them out. A simple click of the mouse brings reports and insights into the relationships between the two. This lets you identify the most productive hours and tasks while connecting to the top performers and slackers.

With such information, small businesses will know where to put their scarce resources to good use—and effect.

As it is, many small businesses fall on the unwise use of limited funding. Intervals provides the essential features to help companies dodge this predicament. Since it is fully customizable, companies can do with the automation workflows as they see fit.

In the simplest sense, project management for small businesses should revolve around time expenditure around tasks. Tracking the task and time reports you can leave alone to the software for fewer mistakes.

With precise time allocation to tasks, you build strong accountability and responsibility. Both of these should not be lost to your clients. The more trustworthy you are, the more that they would recall your name first when new projects arise.

Set on an easy workflow customization tool yet?

We have just about wrapped up our presentation of the 10 easy tools for workflow customization with creative dashboards. By now you should already have a good idea which one to pick among the list.

On the other hand, you might have realized instead that you need a software that encompasses more processes than these just presented applications could handle. In that case, perhaps the more expansive business process management software solutions are more suited to your needs.

Before you pick up the phone to arrange for a meeting, be sure to include an audition term for your negotiation. Put simply, you should shoot for the free trial when it is offered on the table. As you saw in the list, this is usually available.

Our leading pick, monday.com, has one, of course. In case it has made your shortlist you can sign up for monday.com free trial here. You will find the people there are accommodating and easy to deal with.

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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