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Most workflow software include core project management features because that’s usually at the heart of most work. You start with planning, task assignment and then completing the work. When you add workflow management, you can cut down on the repetitive tasks you typically do in order to set up a project, notify users or stakeholders and find data you need. Here’s a list of features and attributes of the best workflow apps:
Essential Features
- Automation: Look for no-code or low-code workflow builders. These typically let you set up actions and triggers (if X happens, do Y) to work automatically behind the scenes.
- Integrations: To reduce the back and forth between apps you use for work, consider a workflow app that offers native integrations with the software you already have. A two-way sync of data can cut down on a lot of manual work.
- Collaboration: Workflow apps that include collaborative documents and spaces make it much easier to work with others without having to email or send files constantly.
- Task Management: All workflow apps should include task management to some degree. The best workflow apps include shortcuts such as giving you the ability to turn a checklist into tasks and assign them from one space.
- Templates: To get started with any kind of project quickly, use a template. You should be able to use pre-built templates or create custom templates for faster turnaround of projects that need planning.
Ease of Use
One of the most important attributes of a great workflow app is also the hardest to gauge: ease of use. You need to choose one that’s easy to learn, so your team will adopt the new software; otherwise, you risk your team going back to their old ways. Finding a workflow app that’s intuitive, doesn’t require code and gives you the project views you want and need will make it far more likely that the transition is successful.
Cost
The average price of workflow apps is usually less than $10 per user per month, if paid on an annual basis. Depending on the size of your team, it can be an affordable addition to your tech stack. It’s a good idea to measure the value-to-cost ratio. Check to make sure it integrates with your email client, cloud storage, CRM and business intelligence apps to get the most for your money.
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