Workflow & Task Management Software
As a small professional services provider, you need to have consistent processes across a full project lifecycle. In addition to administrative tasks such as time tracking, invoicing and document management, the nature of client and project-based work is often varied and unpredictable and benefits greatly from a centralised hub where you can plan, manage and track your work.
On this page, you will find the latest offers for project, workflow and task management software that will help you boost your productivity and improve efficiency across the board. These offers have been curated with businesses in the professional services industry in mind.
Workflow and task management software is a staple tool for professionals services providers in all sectors including:
- Legal
- Accounting
- Public relations
- The arts
- Environmental development
- Business management
- Science
- Technology
Workflow and task management software is designed to help you plan and manage your workload and improve your team’s efficiency and productivity. It has a range of tools that automate some of the more cumbersome tasks so you can invest your efforts in tasks that require more focus and deliver the best outcomes for your clients. Some of the key features in popular workflow and task management software include:
- Manage multiple projects and client portfolios
- Schedule tasks, set deadlines and delegate work to your team
- Communicate and collaborate with your team, clients and stakeholders
- Generate estimates and quotes
- Manage and backup documents
- Create invoices and process billing
- Gather data and project insights and generate reports
What are the benefits of task management software?
Task and workflow management software facilitate efficiency across a wide range of business processes. It allows you to coordinate your team’s workload and maintain a clear vision of the status and performance of tasks in real-time. Other benefits include:
- Synchronised updates and changes across different apps
- Improved visibility across a project lifecycle
- More collaborative processes
- Reduced risk of data loss
- Optimise resource management to reduce waste
- Track costs and increase profitability
- Automate manual tasks and free up your time
- Create audit trails
How do I choose the best task management software?
There are loads of great task and workflow management tools on the market. Here are some key considerations to help you narrow down your options:
- Consider trying a free plan first: Many software providers offer a freemium plan or free trial to test out the features and what you like/don’t like.
- Read about others’ experiences: Read reviews to learn how the software works and how effective it has been for others.
- Integrations: Assess whether the software integrates with the other apps and tools you use - the last thing you want is to buy a plan only to find out it doesn’t sync.
- Define your needs: Every task management software has slightly different selling points so it’s important to identify the key features you need. For example, how important is reporting and analytics to your work?
Other key considerations include:
- Who needs access?
- What problems do I want to solve?
- What is my task management style?
- How much customer support is available?
- What kind of information will I be storing?
What is the best workflow and task management software?
Some of the most popular task management software for professional service providers include:
- Asana
- Trello
- ClickUp
- Any.Do
- Todoist
- Quire
- Tasque
- Monday.com, Wrike, Clickup
- Jira
- ProWorkFlow
- Kissflow
- Mavenlink
- Hubstaff Tasks
- BigTime
- Mavenlink
- FinancialForce
- Accelo
- OpenAir PSA
- Scoro
Professional service providers may also use other types of software including:
- Customer relationship management (CRM) software
- Accounting and bookkeeping software
- Project management software
- Professional services automation software
If you have any questions about software for professional service providers, check out our Q&A section or post a question to get advice from others in the industry.
