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Close Project Management Review offers customizable, scalable, and intuitive project management workflows suitable for teams of sizes and industries. Project Management Review offers customizable, scalable, and intuitive project management workflows suitable for teams of sizes and industries.
June 10, 2021 / Nadav Shemer Project Management Review offers customizable, scalable, and intuitive project management workflows suitable for teams of sizes and industries.
June 10, 2021 / Nadav Shemer
Custom workflows from 200+ templates
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In a Nutshell

It’s official: is the hottest name in project management software, thanks to a 2021 IPO on the Nasdaq stock exchange valuing it at $6.8 billion. The foundation of the company’s cloud-based software is its work operating system (Work OS), where teams can build custom workflow apps from more than 200 templates. In short, enables teams to run, track, and manage all types of tasks, processes, and projects.


  • 200+ workflow templates for any industry
  • Customizable to your needs
  • Visually impressive
  • Intuitive and user-friendly
  • Scalable


  • Free version only has basic features
  • Prices not advertised for 50+ users at a Glance

Best for Team collaboration, data-driven decision making, agile project management
Price range Free for up to 2 users, $8-16 per user per month for up to 50 users
Free Trial 14 days
Integrations 41, incl. MS Teams, Google Drive, Salesforce, Zendesk, HubSpot
Apps Desktop (Windows, MacOS), Mobile (iOS, Android)

Top Features

Everything on begins with a board or table (although calling them “boards” may be understating it – they are very visually appealing). Start with one of dozens of templates in your category (e.g. marketing, sales & CRM, design, software development, inventory tracking), then customize the template by dragging and dropping any of the 30+ columns on offer. Popular templates include a campaign dashboard, sales pipeline, project approval process, content calendar, contact list, and more.

Once your custom board has been set up, you and your team will be ready to take advantage of a myriad of features including:

Real-time updates. Groups, items, sub-items and updates are synced in real time to keep everything within the context of your project, workflow, or process. Status buttons reflect the real-time status of your team’s actual work.

File sharing. Centralizes all of your files in one secure cloud-based platform supporting all formats. Client and team permissions can be managed easily and instantly. Documents can be found in seconds by searching by tag, name, time, file type, or other characteristics.

Collaboration. Team members can share files and comments in a central workflow, accelerating the feedback loop. Online files (e.g. G-Suite, Figma) can be embedded and edited without having to leave the platform.

Automations. Set up code-free automations to avoid repetitive tasks and save time for production work. Automations include status updates, email notification, due date alerts, task assignments, time tracking, progress updates, and more. For example, you might set a rule that says “When project budget is approved, notify project owner” or “Every Monday at 09:00, create a new group: This week”, or “When due date arrives, move item to Phase B.”

Dashboards. offers tools to create custom dashboards and track progress, timelines, and budgets at a glance. Dashboards display a clear breakdown of each team member’s progress and their capacity to take on extra work, allowing managers to make data-driven decisions. Reports can be customized to give a high-level overview or show how everyone is performing down to the most granular details.

Visualization offers eight customizable, configurable, and scalable data visualization options. Essentially, you can view your data however you want – from granular and colorful to basic and quiet. All images are exportable so you can share them with people outside your organization.

The options are:

  • Kanban
  • Gantt
  • Calendar
  • Timeline
  • Map
  • Form
  • Workload
  • Main

Integrations offers 41 integrations in five categories:

CRM: Salesforce, Zendesk, Copper, Shopify, Stripe, Woocommerce, Pipedrive

Marketing: SurveyMonkey, Mailchimp, Facebook Ads, HubSpot, Typeform, Clearbit, JotForm,, Eventbrite, Data Studio,

Software development: GitLab, Jira, GitHub, PagerDuty

Project management: Toggl, Basecamp, Asana, Trello, Harvest, Todoist

Plans & Pricing offers five plans, ranging from a very basic individual plan through to a custom-priced enterprise plan. For most businesses, the three options are Basic, Standard, and Pro, which range from $8 to $16 per user per month when billed annually. There is a month-by-month option, but it costs more.

Individual Basic Standard
Price (per user per month) Free $8 $10
Max users 2 50 50
Best for Basic task management Managing all your team’s work in one place Collaborating and optimizing your team processes

Pro Enterprise
Price (per user per month) $16 Custom
Max users 50 Unlimited
Best for Streamlining and running complex workflows Enterprise-grade features

Basic gives you unlimited boards from 200+ templates, 5 GB file storage, and some data visualization options. It only lets you create a dashboard based on a single board.

Standard adds in advanced visualization options (like Gantt and timeline), guest access, automations (up to 250 actions per month), and integrations (up to 250 actions per month). It also lets you create a dashboard combining up to 5 boards.

Pro throws in private boards, chart view, time tracking, and a formula column that does calculations for you. It allows more automations (25,000 actions per month) and integrations (25,000 actions per month. It also lets you create a dashboard combining up to 10 boards.

Enterprise offers enterprise-scale, automations, integrations, security, reporting, and permissions. It also includes tailored onboarding and premium support. It allows dashboards combining up to 50 boards.

Ease of Use

As described earlier, everything starts with the super-simple Work OS, which allows you to create custom workflows from more than 200 templates. The whole process requires no coding experience. Simply pick your template, use the drag-and-drop function to add columns and rows, and add integrations if needed. can be accessed on the web, although it is best used with either a desktop app (Windows or MacOS) or mobile app (iOS and Android).

Privacy & Security

According to, its software is built with strict security requirements and protocols, including ISO/IEC 27001 and ISO/IEC 27018, and is undergoing annual security audits and assessments. says it uses high physical, procedural, and technical security measures to preserve the integrity and security of your data, as well as adhering to the strictest data protection laws.

Customer support

All paying customers (Basic and up) have access to customer support. Enterprise customers get 24/7 support and go into the priority queue at all times. Customer support is mostly by live chat.

User Testimonials

“We switched to because it was easier to work together as a team.”

-Rachel W., bookkeeper, non-profit

“Being able to visualize things has made it a lot more fun to check in every day and see what has been done and what hasn’t been done. If you’re in the position where you want to scale your business, is going to be a great resource for you.”

-Payton Clark Smith, agency founder

“I chose because I was able to put everything into one spot and have my teams all collaborating in one space.”

-Ryan C., CEO, management consulting

Bottom Line

If you’re looking for a customizable, configurable, and scalable project management solution – then has it all. This highly regarded software helps teams of all sizes and in all industries work more effectively. Adding to’s attraction is the fact that it is highly intuitive and visually appealing, so it’s a good bet your team members will enjoy using the platform.

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By Nadav Shemer
Nadav Shemer specializes in business, tech, and energy, with a background in financial journalism, hi-tech and startups. Nadav writes for He enjoys writing about the latest innovations in financial services and products.
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