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What is WorkflowFirst?

An adaptable workflow solution created for every type of user, allowing for the efficient management and oversight of an extensive database of forms. Take charge and gain insight into the broader perspective. The flexible CRM template enables you to initiate deals, monitor deal activities, and track deal progress via a user-friendly drag-and-drop kanban board, complemented by a calendar feature for overseeing various tasks and much more! Input employee details and effortlessly send the form at the same time to HR, accounting, IT, and the office manager for further action. When a purchase request is made, it can be forwarded to a manager for assessment, giving them the power to either approve or reject the request. The platform also offers forms for HR to define employee leave benefits and for employees to file leave requests, which require management approval. With WorkflowFirst, you receive a customized forms package, a database, and workflow management software, all within a simple interface that anyone can set up without needing technical skills. Forms can be programmed to be sent automatically to one or multiple recipients or specific groups based on predetermined conditions or scripts. Moreover, the dashboard guarantees that every task is accounted for, boosting overall productivity and efficiency. This all-encompassing strategy not only streamlines operations but also encourages teams to collaborate more effectively, ultimately leading to better outcomes. By fostering a more organized and connected environment, WorkflowFirst enhances communication among team members and supports the achievement of collective goals.

What is Hubstaff Tasks?

Simplicity is essential for intricate teams. Hubstaff Tasks serves as an Agile project management platform that streamlines productivity. With automated Kanban-style workflows, it features visual boards and columns that effectively guide your work progress. Unlike standard Kanban boards, this tool allows for the effortless establishment of custom workflows that advance tasks with just a click. This capability helps you bypass the monotonous process of making assignments and notifying others. You can easily monitor all your team's tasks and keep sight of the overarching goals. Teams of up to five users can utilize Hubstaff Tasks at no cost, providing remarkable clarity along with only the necessary features. A single click can propel an entire project forward, employing proven Agile methodologies for enhanced project results. All your tasks are conveniently consolidated in one location, ensuring you remain informed about team updates. Comments facilitate team communication, allowing members to tag one another, pose questions, and share the status of projects. Furthermore, the automated project management with sprints is particularly favored by those who prioritize productivity and embrace Agile practices, making it a compelling choice for collaboration. This tool not only simplifies workflows but also enhances team cohesion and efficiency.

Media

Media

Integrations Supported

ClickUp
Hubstaff

Integrations Supported

ClickUp
Hubstaff

API Availability

Has API

API Availability

Has API

Pricing Information

$99 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$5.00 / per user / month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RiaForm Technology

Date Founded

2004

Company Location

United States

Company Website

workflowfirst.com

Company Facts

Organization Name

Hubstaff

Date Founded

2012

Company Location

United States

Company Website

hubstaff.com/tasks

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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