Todoist vs. Workamajig

[Todoist: To-Do List & Task Manager is] fantastic for small teams or for personal use. Really simple and easy to use so requires very little in the way of onboarding and gets people engaged quickly in the tasks they need to complete. May not be perfect where more complex usage is required but integrates with other tools so time tracking and other add ons are more than possible through other tools.

Incentivized

I think this holds true to almost any CRM, but if you want to truly utilize it you sort of need to go all in. This can become tough with WMJ because it doesn't offer some critical options that many other CRMs do, like the ability to create and send emails, e-newsletters, to throttle and invite outside clients to look at projects, etc. As such we're pairing Workamajig with Hubspot (and slowly phasing out Mailchimp) and trying to keep the data clean and flowing between them all is pretty tough. I'm also not aware of any API bridge from Wordpress to Workamajig so while I can program and feed my leads from my site into the other spaces, Workamajig remains a manual entry for any insertions you want, even if simply as a CSV import.

But - if you're not worried about that and simply want to manage projects, budget time, and scope things, it's a robust system allowing you to do so.

Incentivized

• Being able to manage tasks across multiple devices and platforms is absolutely critical to me. If I am out of the office, the tasks will be on my phone. But they are also readily accessible on the web, on my desktop, and on my iPad.
• There are several ways to organize your tasks... via Projects, Labels, Boards, Lists, etc. that allow users to use Todoist to fit their productivity workflow. I use them all and I have been delighted to see how Todoist has continued to improve and advance the Todoist application over the years.
• I rely extensively on recurring tasks which allow me to never forget a birthday, monthly submission, chore at home, etc. Todoist offers many ways to manage recurring tasks, such as, "every week", "every April 8", "every fourth Thursday in November", etc.

Incentivized

• WMJ is a full-stack solution, so you can track the life of a project from beginning to end, and all of the financials associated with it.
• Time entry is easy.
• Project management is robust and yields a tremendous amount of information.
• WMJ has a "sheets"-based interface, which makes navigating thru modules easier.
• There is more than one way to complete any particular task.

Incentivized

• Task Dependencies - Particularly for business projects, I'd love if we could make one team member's task dependent on another's where we could say "do this task 3 days after another one is complete"
• No Two Factor Authentication - For me personally, I like to keep all my passwords secure and backed up by two-factor authentication. Just wish this was something Todoist offered!
• Adding Start Date & End Date - Sometimes I set an end date farther in the future, but I'm not alerted that I need to be working on it before then to achieve that due date. If I look at the "Next 7 Days" section, I can see upcoming tasks, but ideally, I'd love to be able to set a start date and an end date so it could appear in today's tasks without needing to be completed today.

Incentivized

• Auto-schedule population - The most inconvenient thing about using JIG was that the dates wouldn't auto-populate. Example: I move the review date but the rest of the dates stay the same. Depending on each project level, if one date is adjusted the rest should update as well. That way we aren't spending a lot of time moving dates around manually.
• Notifications - JIG should have desktop notifications so we can see when tasks are on us even when we aren't in JIG.

Incentivized

Excellent features and concept, simple implementation, but the software is not very clear in training new users and communicating features. The occasional unexplained crash or freeze is not handled gracefully by the desktop software, requiring either the user or tech support to manually restart.

Incentivized

I've been able to find answers to any questions I have in the support documents. You can explore key features and view ideas and best practices for getting organized with Todoist. You can also fill out a support form to submit a request for customized help if you run into anything not covered in the support documents.

Incentivized

Todoist is more focused on its goal than Google Keeps and is far more intuitive to use. For example, with just a click we see immediately that Todoist provides a way to distill tasks so that we only see what's immediately pertinent to us, via the Filters (which can be customized and set to various priority levels). Also, Todoist's project board is something Google Keep doesn't even offer, it really can't even compete with Todoist simply because Todoist does so much more and was obviously designed with the business professional in mind.

Incentivized

We've used QuickBooks and it didn't align well with our business, so there were a lot of insights I wanted from the numbers, but couldn't get. We use Basecamp, which is easy, but can get disorganized pretty quickly and takes discipline to stay structured.

Incentivized

• A good project management tool for daily completing/recycling my customers' project line items--time to value.
• Incomplete items stay on the list where I can see them and reschedule easily if needed--time to value.
• Built-in completion metrics for reviewing project completion success--time to value, and indirectly, customer satisfaction.

Incentivized

• The subscription expense and IT overhead has been substantial. That being said at the time of implementation, most other competing platforms were in line with their pricing.
• As more competitive alternatives have come to market we would have probably gone with an entirely cloud base alternative at a lower price.
• We ended up with ClickUp as our primary project management platform. If our finance/accounting software wasn't already so integrated with Workamjig we would probably switch to it entirely.

Incentivized