Work OS: Project management software review

1 week ago 15
Fight procrastination for productivity maestro  oregon  ratio  professional, clip  absorption   oregon  task  deadline situation  concept, businessman wearing knight helm utilizing timepiece  shield and pencil sword.Image: Nuthawut/Adobe Stock

No substance the squad size oregon industry, has a scope of usage cases to alteration enactment management, and its subscription prices are immoderate of the astir affordable successful the industry. Packed with robust features, my acquisition is that cloud-based Work OS is 1 of the astir innovative platforms for project and process management.

Review Methodology

This reappraisal is based connected my idiosyncratic acquisition registering, configuring, and executing a task successful Smartsheet. The illustration task I built successful the instrumentality is simply a three-month exertion improvement timeline with six sprints and implicit 20 halfway tasks. The columns listed included task name, commencement and extremity dates, assigned contact, status, duration, completion percentage, and notes. Meanwhile, rows signifier sprint tasks and subtasks into sprints. Two sprints incorporate aggregate subtasks.

SEE: Hiring kit: Project manager (TechRepublic Premium)

To adhd further context, I familiarized myself with’s merchandise documentation, demos, manufacture reviews and designation and a comparative investigation with alternate bundle applications. I ran a escaped proceedings of the Pro program to trial this tool.

What is is the bundle institution that builds Work OS, a cloud-based enactment absorption software.

The Work OS enactment absorption level includes six products covering lawsuit narration absorption (CRM), marketing, task and portfolio management, signifier generation, and a collaborative whiteboard. Considered together, determination are fewer teams who wouldn’t payment from’s capabilities.

Founded successful 2012 successful Tel Aviv, Israel, the institution was primitively known arsenic dapulse for its archetypal 5 years. Today, the marque is arsenic beardown arsenic immoderate successful the PM industry. In its decennary of experience, the Israeli enactment absorption level has grown accelerated and received aggregate rounds of funding. The bundle vendor crossed the cardinal dollar valuation people successful 2019 to scope unicorn status, and contempt a competitory space, shows nary signs of slowing down with implicit 150,000 planetary customers.

Learn much astir and watch a review from our spouse site, TechnologyAdvice. alternatives & competitors

*in alphabetical order Work OS overview offers a escaped trial, escaped plan, and scope of premium SaaS subscriptions to springiness antithetic teams the enactment absorption capabilities for transforming processes.

Start with the desktop oregon mobile app

From the homepage, users tin make an relationship with their concern email address. After inputting their email, users prime their intended use, existent role, squad size, and institution size. Final prompts inquire what benignant of enactment the registrant would similar to negociate first, similar marketing, operations, IT and finance, and archetypal focus.

For this project, I selected enactment use, squad person for role, a squad of 11-15 radical astatine a concern of 251-500 people, managing bundle development, and task absorption for the focus.

Users tin sanction their squad and marque a last enactment of what enactment values represent. In Figure A, points to its myriad of task uses with options for employees, clients, projects, budgets, and much to select.

Figure A

Image: Sam Ingalls/TechRepublic. Selecting a enactment worth is an integral portion to tracking task data.

As my task already identifies rows arsenic tasks, this was an casual selection. Users tin past sanction antithetic groups of tasks — antithetic groups are indicated successful Figure A by bluish and purple lines — specified arsenic task phases, timeframes, oregon a customized conception statement earlier being redirected to their archetypal project.

Later, users volition request to verify their email, astatine which constituent they tin besides personalize however they usage the app with a illustration picture, mobile app download, caller idiosyncratic invitations, and illustration details similar title, telephone number, birthday, and clip zone.

Completing this archetypal onboarding — particularly configuring notifications — is important to an perfect idiosyncratic acquisition and ensures you don’t extremity up with an inbox afloat of alerts from Relative to different platforms, over-communicates with caller users, truthful instrumentality the clip to fine-tune notifications to enactment items. Work OS features and workflows

Import task information from Excel file

On the apical close of the WorkOS location page, logged-in users tin prime the 3 dots to unfastened an administrative paper (Figure B) for the board.

From the bare task board, I navigated to the admin menu, opened the sub-menu for “More actions” followed by “Import Tasks.” Using my existing Google Sheets task data, I uploaded the .xlsx file, selected the all-important archetypal file worth (task name), and however the Excel columns volition transportation to existing committee columns.

Figure B 

Image: Sam Ingalls/TechRepublic. From a task board, users tin unfastened their administrative paper to import tasks from an existing spreadsheet.

Unfortunately, the Work OS import motor lone allows you to prime 1 day column, 1 presumption column, and 1 idiosyncratic file to transfer. The second (person column) was not supported successful my import, successful portion due to the fact that I haven’t added chap squad members yet. While logical perhaps, this would interfere with a squad leader’s quality to acceptable up the task anterior to onboarding squad members.

Users tin take however to grip duplicates by creating caller items, skipping items, and overwriting existing items. I chose “Create caller items” successful the anticipation remaining columns would beryllium added to the project, but alas, erstwhile imported the lone ones to marque it (Figure C) were the 2 columns allowed: presumption and date.

Figure C

Image: Sam Ingalls/TechRepublic. Imported spreadsheet authorities appears successful the archetypal fewer rows of the user’s Main Table.

Compared to different PM bundle import processes, lone importing 3 columns (when including the task name) is rather disappointing. While it took maine fractional an hr to set the committee to bespeak the archetypal task data, it’s scary to deliberation astir however agelong an accommodation play is for a squad moving with ample amounts of existing data.

Creating and customizing your board offers users a Main Table for storing each information with a fistful of further views for antithetic ocular workers oregon enhancing visibility and productivity.

Main Table: Source of all

Whereas different PM platforms volition stress a team’s quality to negociate information crossed aggregate views (one idiosyncratic successful the Kanban, different successful Gantt) — I’ve recovered those platforms conflict to replicate functionality crossed each views. The superior information root List, Table oregon Sheet presumption astir ever offers the astir successful really configuring task data. That said, I admit intelligibly identifies a root of each task data: the Main Table.

The Main Table (Figure D) is acquainted for spreadsheet users but rows are divided into antithetic sections or, successful this case, sprints. The Main Table shows information for the archetypal fewer sprints including 2 subtasks successful Sprint 3. Beneath each conception is simply a useful artillery advancement tracker showing wherever sprint task presumption displays done a colour breakdown.

Figure D

Image: Sam Ingalls/TechRepublic. The Main Table is simply a superior root of task information and closest to a classical spreadsheet view.

Column capabilities

The flexibility of file values can’t beryllium overstated erstwhile moving with PM tools — the much flexibility a task pb oregon squad subordinate has to adhd analyzable information points, the better. With an full Column Center, has 1 of the astir important lists of imaginable tract inputs successful the PM bundle market. While not each squad volition request the grade of file values,’s stack of options opens the doorway to niche usage cases.

Figure E

Image: Sam Ingalls/TechRepublic. The Column Center offers teams plentifulness of choices from a database of communal and unsocial information inputs.

Row capabilities

Rows are casual to resistance and driblet betwixt antithetic groups, and the quality to prime aggregate rows is simply a utile feature. I dragged tasks into corresponding sprints, but users tin besides behaviour wide operations connected groups of tasks including duplicating, exporting, archiving and deleting the group.

As I adjusted information for my project, I was capable to prime and alteration aboriginal tasks, the bulk of the task with unfilled statuses to “Not Started” with the multi-selection diagnostic (Figure F). Hovering implicit the near broadside of rows, users tin click the driblet down arrow to besides alteration an idiosyncratic row.

Figure F

Image: Sam Ingalls/TechRepublic. Users tin prime and modify a azygous enactment oregon prime aggregate rows for conducting actions connected groups of tasks.

Collaborate crossed antithetic task views

All of the apical PM bundle solutions see a fistful of options for viewing and interacting with task information — spreadsheets, Kanban boards, and Gantt charts to sanction a few. The Work OS features these and much for antithetic ways to heighten ocular collaboration.

From a task board, teams tin make arsenic galore views arsenic desired and aggregate versions of the level views arsenic dashboards. Users tin besides people the views they similar champion arsenic favorites, which surfaces those views to the apical of the list.

On my task committee I could take from adding a array (spreadsheet), Gantt oregon Kanban board, dashboard, chart, cards, form, oregon files galley. Through spouse connectors, users tin besides integrate apps by oregon third-party applications. Apps developed by see tools similar an interactive globe, show insights, moving status, and embedded Airtable data, portion different marketplace apps see Canva, ClickUp, Google Workspace, Hootsuite, Miro, Optino, and more.


The Dashboard is simply a large mode to customize widgets for an organized presumption of abstracted task information points. Users tin take from ocular charts, numbers, files, workloads, calendars, and adjacent a Gantt illustration to consolidate accusation connected a azygous page. The dashboard provides a flexible abstraction to see and presumption respective widgets.

Figure G

Image: Sam Ingalls/TechRepublic. Users tin configure their dashboard with customized widgets visualizing and tracking task data.

On the squad dashboard (Figure G), the archetypal fewer widgets amusement a artillery indicating wherever tasks scope by advancement status, a 2nd showing the squad fund for outer contractors, and a Gantt chart. These widgets and others utilized were casual to configure and determination astir the board. On the bottommost close of widgets, users tin grow the size of widgets and drag-and-drop to perfect positions connected the board.


On archetypal glance,’s Kanban looks similar astir with lanes of tasks divided by a information similar task progress. Users tin resistance and driblet tasks from lane-to-lane (horizontally) oregon wrong a lane (vertically) oregon filter the full committee by a designated condition.

When creating the Kanban committee (Figure H), each tasks appeared with their corresponding idiosyncratic assigned and subitems. With the further task details I recovered viewing the committee was a tad clunky, however, this is an casual hole with configuration settings.

On the right-hand broadside of the Kanban, users tin alteration however the Kanban committee operates and displays information. My committee was pre-configured to amusement “Person” and “Subitems” located successful the settings menu, but de-select these fields and the committee reverts to lone the task name. Once again, shows it offers the flexibility for teams to take however they privation to work.

Figure H

Image: Sam Ingalls/TechRepublic. The Kanban committee allows users to determination tasks crossed lanes of a achromatic committee and configure what information is shown for tasks.


While different in-platform signifier builders often connection minimal options for configuration, the WorkForms diagnostic (Figure I) offers plentifulness to customize resulting successful a cleanable and businesslike signifier for information collection. Users tin take from a agelong database of input prompts, modify connection and branding, configure post-submission settings, and stock with a URL oregon straight via societal media. Users tin acceptable a destination for signifier responses for automatic inclusion successful existing task data.

Figure I

Image: Sam Ingalls/TechRepublic.’s WorkForms allows users to configure and stock forms for information collection.


A important attraction to PM tools is their automation capabilities and Work OS offers plentifulness to consider. From the Automations Center, users person entree to a agelong database of pre-built automations for processes similar notifying stakeholders, changing task statuses, oregon creating and moving items proceeding different action.

I built an automation (Figure J) wherever the task manager and committee subscribers are notified erstwhile the presumption of a task changes to “Done.” This automation tin guarantee stakeholders stay informed astir task oregon point presumption without the further effort these interactions often require. While a tiny adhd erstwhile considered alone, automations tin prevention teams moving with ample datasets and analyzable processes a batch of pain.

Figure J

Image: Sam Ingalls/TechRepublic. Automations way triggers wrong task information to behaviour designated actions erstwhile thing has occurred.

When gathering the automated process, I was impressed by the database of options for configuring the automation parameters. Automations tin beryllium arsenic elemental arsenic a speedy notification to a Slack channel, but that’s lone the beginning. Users tin physique a concatenation absorption to tally multi-step processes with regular and third-party integration actions. Work OS usage cases and audience Work OS offers plentifulness for IT services and bundle improvement teams to consider, but its broader lawsuit basal extends to astir each manufacture and prospective user.

Some of’s notable customers see Adobe, HubSpot, Hulu, Kroger, Marriott, PayPal, Uber, Unilever, and Walmart.

SEE: Top keyboard shortcuts you request to cognize (free PDF) (TechRepublic)

Use cases

  • Agile bundle development
  • Bugs tracking
  • Digital plus management
  • IT summons and petition absorption and IT assistance desk
  • Kanban and Scrum bundle management
  • Onboarding and offboarding
  • Product absorption and features backlog
  • Release plan
  • Roadmap planning
  • Sprint readying and retrospective

Customers and users

  • Businesses: Owners, executives, squad leaders, squad members, and contractors.
  • Schools: Faculty members, postgraduate students, undergraduates, and different roles.
  • Nonprofits: Board members, executives, employees, volunteers, IT staff, and more.
  • Personal users

Pros & cons of advantages and benefits

  • Clean idiosyncratic interface, intuitive, and not bogged down by the platform’s extended of features.
  • WorkForms for information postulation has robust customization options.
  • Accessible log of each changes made by squad members for enhanced visibility.
  • Extensive options for file values to acceptable and utilize antithetic information points.
  • Platform tools are designed with flexibility for teams to utilize arsenic needed. disadvantages

  • Importing existing information constricted to a fewer columns and requires further adjustments.
  • A fistful of features established connected different PM platforms are inactive successful beta for
  • Platform and precocious features person an evident learning curve for caller users.
  • Lacks the level of endeavor integrations offered by alternate platforms.
  • Configuring notification settings is captious to debar unnecessary communications.


  • Extensive usage cases for enabling collaboration and process enablement.
  • The level offers robust configurability for managing task information and tools.

While a fewer hiccups successful my proceedings prevented maine from putting Work OS connected apical of the PM bundle market, I was thoroughly impressed with the configurability of the platform. Alternative solutions connection akin features similar a dashboard covering task metrics oregon Kanban for ocular appeal, but Work OS stands retired successful being capable to configure these tools arsenic needed for a team.

The top symptom constituent utilizing Work OS for this task was the effort adjusting the task aft importing existing spreadsheet data. Relative to import processes for different PM tools, I was disappointed lone a fewer rows made the chopped — an evident blocker for teams with ample datasets. While not ever feasible, the casual reply to this is to commencement your task connected

Teams, from tiny businesses up to endeavor organizations, progressively privation the flexibility to incorporated bundle into their existing architectures, including interoperability with fashionable third-party applications. After reviewing, I judge this enactment absorption OS does conscionable that with an intuitive and user-friendly plan to easiness stakeholders into transforming squad processes.

Read Entire Article