Trello vs. Workamajig

Trello is great for cross-team communication and intra-team organization. It's simple to get setup, with flexible tools that give businesses control over how to make Trello work the best for them. It is an amazing platform for operations tracking, project management, and even organizing customer service requests for a smaller business.

Incentivized

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.

But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.

Incentivized

• Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
• Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
• Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task

• WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
• Time entry is easy.
• Project management is robust and yields a tremendous amount of information.
• WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
• There is more than one way to complete any particular task.

Incentivized

• I use colour coding a lot so I would like a wider range of colour options.
• Also as a visual thinker I would like to be able to easily add images to cards.
• I would like to be able to attach a wider range of file formats to cards.

Incentivized

• Auto-schedule population - The most inconvenient thing about using JIG was that the dates wouldn't auto-populate. Example: I move the review date but the rest of the dates stay the same. Depending on each project level, if one date is adjusted the rest should update as well. That way we aren't spending a lot of time moving dates around manually.
• Notifications - JIG should have desktop notifications so we can see when tasks are on us even when we aren't in JIG.

Incentivized

I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.

Incentivized

I am technology illiterate, it's my Achilles heel and this program is so easy to use. I have been utilizing it for a decade now. It makes organizing and prioritizing my life, my work, my business, my kids life, etc so much more manageable and without having to hold on to a bunch of into in my head. I can find it and locate it quickly and easily in Trello.

Incentivized

yes always support available when I need it!

Never experienced issues with the above!

I haven't had much need to contact their support because the product is easy to use and pretty bug-free. I did reach out to them about swimlanes and I was able to find the information I needed very quickly and it was thorough and accurate information about current functionality. I love that they use their own product. That's always a good sign.

Incentivized

It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience

For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.

Incentivized

Our business ended up using Monday due to the holistic nature of the tool. It allows us to collaborate amongst teams and see the project as a whole easier. Trello is for personal usage and task management. I use Monday to organize my overarching needs, and then put specific tasks into Trello to stay organized.

Incentivized

We've used QuickBooks and it didn't align well with our business, so there were a lot of insights I wanted from the numbers, but couldn't get. We use Basecamp, which is easy, but can get disorganized pretty quickly and takes discipline to stay structured.

Incentivized

Feels like anyone across the org (no matter their location) can use the tool easily!

• It's been an essential tool for our onboarding team. We wouldn't be able to operate without it.
• It's been a very affordable investment for our team as well since we still use the free version.
• We have had a negative return in the fact that there aren't any reporting tools within the app. We have to spend time tracking certain elements manually.

Incentivized

• The subscription expense and IT overhead has been substantial. That being said at the time of implementation, most other competing platforms were in line with their pricing.
• As more competitive alternatives have come to market we would have probably gone with an entirely cloud base alternative at a lower price.
• We ended up with ClickUp as our primary project management platform. If our finance/accounting software wasn't already so integrated with Workamjig we would probably switch to it entirely.

Incentivized