Todoist vs. WorkflowMax

[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

WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.

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

• Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
• Really good for teams to keep up with where a project is at against the time left to achieve the goal
• Great for keeping all the information for each project in one spot.

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

• Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
• User permission levels need to be more flexible and ideally closely tied to Xero
• Two way integration with Xero - ability to import invoices to specific jobs
• Ability to save pdfs to purchase orders, invoices (like Xero)

Incentivized

Because we can't imagine being without it!

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

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

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

We have had very few issues with Max

Incentivized

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?

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

I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.

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 time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.

Incentivized