Trello vs. WorkflowMax

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

WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

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

• Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
• Really good for teams to keep up with where a project is at against the time left to achieve the goal
• Great for keeping all the information for each project in one spot.

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

• Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
• User permission levels need to be more flexible and ideally closely tied to Xero
• Two way integration with Xero - ability to import invoices to specific jobs
• Ability to save pdfs to purchase orders, invoices (like Xero)

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

Because we can't imagine being without it!

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

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

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

We have had very few issues with Max

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

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

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

I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.

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 time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Incentivized