85% of your company’s data is unstructured. That’s why workflow tools are crucial if you want to avoid wasting time and making mistakes. At Process Street, our mission is to make recurring work fun, fast, and faultless. Hence, our overwhelming desire to create a workflow for anything and everything. You guessed it – this piece of content went through our very own blog production workflow. We see the immense benefits we’ve gotten from using workflow tools in our company. We’ve helped others achieve these same benefits, and now it’s time to help you. You’ve got endless workflow tools at your disposal. But which one is the right choice for you? We’ve done the heavy lifting by sifting through all the workflow tools labeled as the best and found the top 5 that can seriously change the way you work.
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5 Best Workflow Tools to Master Productivity in 2023
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5 Best Workflow Tools to Master Productivity in 2023
process.st/workflow-tools
85% of your company’s data is unstructured. That’s why workflow tools are crucial if you
want to avoid wasting time and making mistakes.
At Process Street, our mission is to make recurring work fun, fast, and faultless. Hence,
our overwhelming desire to create a workflow for anything and everything. You guessed it
– this piece of content went through our very own blog production workflow.
We see the immense benefits we’ve gotten from using workflow tools in our company.
We’ve helped others achieve these same benefits, and now it’s time to help you.
You’ve got endless workflow tools at your disposal. But which one is the right choice for
you?
We’ve done the heavy lifting by sifting through all the workflow tools labeled as the best
and found the top 5 that can seriouslychange the way you work.
Our comparison criteria: How we determined the best workflow
tools
The best workflow tools will be ones that align with your exact budget and needs.
To decide what tools to include in this list, I’ve considered the key functions and features
needed for business of all sizes.
Here’s how I found the best:
Deadline tracking and KPI reports
It can be difficult to keep track of deadlines when you’re juggling multiple workflows. For a
workflow tool to be useful, it needs to be able to do the tracking for you. This should be
both through a dashboard and individual notifications.
When selecting workflow tools for this list, I only considered ones that offered notification,
dashboard views, and color-coding that display your tasks due date But it’s not just
deadlines you want to track, it’s process status too.
KPI reports empower you to highlight inefficiencies within your workflows. This insight
helps you make the necessary changes to optimize your business processes. The best
workflow tools provide accurate and easy-to-intepret KPI dashboard to help you make
these informed decisions and stay on top of your processes.
2. 2/9
Automation
You don’t just want a workflow tool that helps you create workflows. Your chosen workflow
tool need to have the capability to streamline the process. That means providing
exceptional automation features. I’ve only included workflow tools that help you
streamline recurring tasks and ultimately let you work more efficiently and with fewer
errors.
Price
The value you receive from your workflow tool should correlate to the price you pay for it.
Your chosen workflow tool should also align with your budget. You don’t want to be paying
for features that you and your team don’t use. But most importantly, you want a workflow
tool that scales with you. As the needs of your business, so do the features you require
from your workflow tool.
Integrations
Multiple tools need to be used if you want to be running your business processes as
efficiently as possible. Optimizing your workflows means creating an entire ecosystem of
BPM tools that help you do just that. That means you need a workflow tool that offers
integrations with these other software systems.
1. Process Street
2. Hive
3. Miro
4. SmartSheet
5. SweetProcess
Our top pick of the best workflow tools available
The best workflow tool for optimizing workflows
3. 3/9
Watch Video At: https://youtu.be/gHIhxOC7PRw
A list of the best workflow tools wouldn’t be complete without Process Street. We’re
confident in our product’s title as one of the best workflow tools. And we don’t just say this
as seller of Process Street, but also as daily users, too!
Process Street is a workflow tool designed with no-code functionality that lets users
document company processes with ease. But more than just documenting, Process
Street’s exceptional automation capabilities help turn these recurring company processes
into streamlined and interactive workflows. You also have +1,000 integration capabilities
with many popular work applications including Salesforce, Slack, and DocuSign.
These workflows are stored in a centralized knowledge base alongside valuable
documentation – Pages. Control over the accessibility of these workflows and documents
can be managed to ensure complete transparency over organizational processes.
Process Street’s features include:
Conditional Logic to adapt workflows to different scenarios within recurring
processes
Permissions and guest users for internal and external collaboration
Automations to streamline recurring tasks
Pages are stored alongside existing workflows to create a centralized knowledge
base
Pros:
All company processes and documentation are stored within one platform
Data can be collected from or sent to other popular work apps
No-code functionality creates a great user experience
4. 4/9
Cons:
The premade template library is difficult to navigate
Learn about Process Street’s pricing here.
The best workflow tool for spreadsheet users
Smartsheet is a workflow tool that is inspired by ordinary spreadsheets. It’s designed for
users to organize processes, schedules, and tasks in a spreadsheet-like format. Because
of this spreadsheet model, it’s an excellent option for teams who currently use Microsoft
Excel or Google Sheets and want to upgrade their experience.
When using Smartsheet, you can automate any calculations, even ones spanning across
multiple documents. This automation capabilities empowers managers to collect
information from multiple documents with almost no data entry needed. You also have
access to strong reporting features with editable report summaries, which you can export
to Google Sheets or Microsoft Excel.
Smartsheet’s features include:
Critical Path that highlights all tasks directly impacted project completion
Custom spreadsheet imports
Integration capabilities with webhooks (including Microsoft Teams and Office apps,
Tableau, Slack, Slaesforce, and Jira) and a REST API
Formula calculation and workflow automation
Pros:
Easy note-sharing and collaboration
5. 5/9
No need to write complex formulas
Important milestones can be viewed with Critical Path
Cons:
Limited activity log
Steep learning curve and interface isn’t user-friendly
Learn about Smartsheet’s pricing here.
The best workflow tool for process mapping
Miro is the right choice if you’re searching for a collaborative whiteboard platform. With
this workflow tool, you can run agile workshops, facilitate meetings, showcase ideas, and
collaborate in real-time and asynchronously with your team.
You have a template library to browse through different workflows to help you easily
construct company processes. Its wide software integration capabilities include Slack,
Zoom, Trello, and Jira. Hybrid and remote teams especially enjoy using Miro for process
mapping.
Here at Process Street, we use Miro alongside our native workflow tool when running
internal workflows.
Miro’s features include:
Mouse-over collaboration for easy navigation
Hundreds of integration options to choose from, including Process Street, Slack,
and Zoom
A library of premade templates
6. 6/9
Pros:
Easy to use with a no-code interface
Access and visibility is straightforward to control
Great collaborative experience
Cons:
Editing tools are limited
Credit cards are the only payment method
Learn about Miro’s pricing here.
The best workflow tool for task management
Hive is designed as a project and task management workflow tool. It’s specifically well-
liked for teams who need to collaborate daily. Users are given the freedom to construct
their workflows between commonly used work applications and Hive.
Logic features and triggers can be used to streamline process automations. This workflow
tool helps teams perform their documented processes to deliver the same results each
time.
The workflow tool also allows for variations in expected results. It allows teams to
construct multi-step workflows where they can input different variables to align with these
variations.
Hive’s features include:
Automation capabilities can be applied to recurring tasks
Easy integratation with other work applications
Document and video proofing for reduced errors
7. 7/9
Pros:
Tasks can be used in a calendar, kanban, Gantt, and status view
Users have +1,000 integration capabilities with popualr work apps
Deleted tasks are still accessible for up to 30 days
Cons:
Users complain about difficult navigation and usability
Notifications appear as a pop-up message and you don’t have the option to view
them in an inbox
Learn about Hive’s pricing here.
The best workflow tool for documenting guides
Scribe is a no-code platform that allows you to easily document workflows. This ensures
knowledge workers don’t waste time documenting and rather focus their efforts on
delivering accurate results.
The workflow tool is designed as a desktop application and Chrome extension, and
records your work in real-time. A shareable guide is created from your clicks and
keystrokes and provides written instructions with annotated screenshots.
You can then share these guides through a link or embed it into another platform. This
includes process management software, content management systems, and knowledge
bases.
Scribe’s features include:
Analytics for you to see when your guides are being used and how often.
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Quick use with Recommended Scribes that are pushed through your Chrome
extension when you’re on a familiar website, helping you find the process you
need.
Integratation capabilities with process management, learning management, digital
transformation, content management, and knowledge management software.
Easily shareability with an embed or link (and set permissions to control
accessibility).
No-code functionality to quickly create and edit visual step-by-step tutorials.
Pros:
You can integrate with many tools
Easy to use with a small learning curve
Helps knowledge workers save time and be more productive
Cons:
Not designed to automate workflows, only streamline the documentation process
Can’t be used for collaborative work
Learn about Scribe’s pricing here.
The must-have features of all workflow tools
The workflow tool you use should be an advanced platform that empowers you to
improve the way you work. It helps you to customize your workflows to meet your team’s
specific needs while locating redundancies and bottlenecks.
Here are the must-have features you need from a workflow tool in order for it to be a
worthwhile investment:
Customizable workflows
Easy task management
Defined tasks within a workflow
Integration capabilities
Streamlined recurring tasks
Easily adaptable to changes within a workflow
Workflow tools: Pick wise or see your company’s demise
Business processes are a vital part of your company’s operations and need to be manage
efficiently. Workflow tools help you document these processes and then optimize them.
Without these tools, you’re likely running your processes slower, and with a higher risk of
error.
The market for workflow tools is incredibly competitive, but very few options provide the
comprehensive features you need to be effectively managing your company workflows.
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That’s why you should make sure to search for features that these five best workflow
tools offer. This way, you’re assured a reliable workflow management tool.
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