About WorkflowGen
WorkflowGen is an easy-to-use process design and automation solution that lets you quickly optimize and implement business processes while providing powerful, cutting-edge integration features to meet the demands of digital transformation.
With WorkflowGen, process designers create workflows in an intuitive workflow designer and professional-looking, advanced forms in a WYSIWYG form designer. Its full-featured web-based Administration Module and User Portal provide a fluid user experience. Integrations with existing company intranets, extranets, web apps and portals are easy thanks to the GraphQL API and webhooks.
WorkflowGen has been deployed by over 500 organizations across 70 countries, including industry giants such as Comcast, Sony Music, Deloitte, KPMG, XL Group, Mitsui, Abbott Manufacturing and Maersk Line.
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About Insightly
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).
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About WP Project Manager
WP Project Manager is one of the most sophisticated projects and task management tools in WordPress. With all the advanced features of this task organizer, you can create, organize, and assign projects, tasks, to-dos, faster than ever within minutes. User-friendly interface and web-based task management feature have turned it into the best open source project management software. Boost the productivity of your team with a time tracking tool and measure the performance variation with the built-in reports with this simple yet effective project management plugin.
EFFICIENT TASK MANAGER WITH INTUITIVE INTERFACE
Manage all types of tasks and projects with the least time possible. The interactive user-friendly interface will not only give you a smooth experience but also assist you to boost the overall efficiency.
TEAM COLLABORATION MADE EASY
With built-in discussion thread and file sharing option, make the most out of teamwork without any hassle. Easily work simultaneously with remote teams with this team collaboration tool for WordPress.
BEST FIT FOR ANY KIND OF TEAMS
No matter which team or organization you are running, WP Project Manager ensures the best outcome from all kinds of teams. This is why this plugin has become the favorite open source project management software for every team and individuals.
FULL CONTROL OVER PRIVACY AND SECURITY
No compromise with privacy and permission among the tasks or projects. With user role customization and team permission feature (Pro), manage who can see or who can manage which project very easily.
PERSONAL BOARD FOR USERS
Everyone gets their own dashboard to stay updated about tasks in the most organized way. From this personal board, a user will be able to access only the projects and tasks he is allowed to see.
Why WP Project Manager should be your first choice in task management plugins? Compare WP Project Manager with other popular project management solutions.
CORE FEATURES:
A. To-do List
- Add as many to-do lists as you want with title and description
- Add tasks, assign users, assign a due date
- See progress bar on the list
- Add comments on individual to-do lists and to-do’s
- Mark to-do as complete/incomplete
B. Milestones
- 3 types of milestones are there, a) upcoming, b) completed and c) late milestone
- Assign messages and to-do list on milestone
C. Messages
- Messages are used for discussing the project with co-workers of that project
- You can add attachments on messages
- Comments can be made for discussion
D. Files
- File sharing feature to ensure better understanding and workflow between co-workers.
- Upload all files on messages and comments and navigate to individual attached threads.
- Upload and share any file anytime in one place (Pro).
E. Notifications
- Email notification to keep the users updated about their assigned, upcoming or outdated tasks.
- Control who will receive which notification from settings (Pro).
PRO FEATURES
A. Kanban Board for WordPress
- Create unlimited custom boards according to your need
- Drag and drop tasks from one board to another anytime
- Create a new task right from any board whenever you want
- Get an exact idea of the current stages of all the tasks from one place
B. Gantt Chart for WordPress
- Observe the duration of the tasks through horizontal bar graphs
- Change the beginning and finishing dates of the tasks or projects
- Assess dependencies among different tasks and subtasks
C. Time Tracker
- Timer with start, stop or pause feature for every task.
- Calculation and tracking of time spent on a task.
- Payment for hourly charged workers is made easy.
D. Invoice for Charging Clients
- Invoices will be automatically formatted based on your input
- Upon payment completion, the amount will be added to your account and the invoice will be automatically marked as paid
- Invoices can be downloaded as pdf
E. BuddyPress for WordPress
- Create different tasks for different teams
- Set administrative staffs with access over all departments
- Set different permissions for different employee roles.
- Manage everything from the front end of your site
F. SubTask for more simple task management system
- Break your long tasks into as many portions as you need.
- Assign several workers for several tasks.
G. WooCommerce Integration
- You can create a project automatically after the order or the payment is processed.
- Control which product will create what type of project and task.
- Add and manage user roles like co-workers, managers, and clients to the Projects and Tasks.
H. Slack Integration
- Integrate your WP Project Manager Pro with the best workspace communication tool – Slack
- Get instant notifications on your Slack channels when a new task, subtask, comment is created or an existing one is modified. And also when a task is completed or a new co-worker is added.
I. Managing projects from frontend
- Let your users be able to view your projects from the frontend
- Manage projects without going to the backend interface.
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Summary
Graphically create workflows with advanced process design features
Design web forms quickly without programming
Full-featured and customizable User Portal to launch and follow requests, perform process actions and view statistics
Handle dozens of request approvals in seconds with the Quick Mass Approval feature
Stay connected anywhere on any device with Remote Approval and the WorkflowGen Mobile app
Easily manage global lists used in processes
Use WorkflowGen's powerful integration features to automate processes while leveraging existing company software infrastructures
Scalable infrastructure
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Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
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Summary
No key features associated with this application.
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FAQs
Does this service offer guides, tutorials and or customer support?
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WorkflowGen provides detailed documentation, a knowledge base, a discussion forum and knowledge base, online tutorials, and customer support and consulting.
What is this service generally used for?
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WorkflowGen is used to digitize, automate and integrate business processes.
Does this service offer multi-user capability (e.g. teams)?
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Yes.
What are some applications this service is commonly used in tandem with?
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WorkflowGen is a 100% in-browser web application compatible with Chrome, Firefox, Edge, Internet Explorer and Safari.
Does this service integrate with any other apps?
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WorkflowGen can be integrated with other extendable applications using features such as the GraphQL API and webhooks.
What platforms does this service support?
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Windows, Mac OS, iOS, Android.
Does this service offer an API?
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WorkflowGen comes with the GraphQL API and other integration features such as webhooks.
Who are the main user groups of this service?
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Organizations of all sizes and in all sectors use WorkflowGen. Process administrators without IT knowledge can easily create and deploy processes; developers can perform powerful integrations with existing company software infrastructures (web apps, intranets/extranets, portals).
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FAQs
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FAQs
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Other
Who uses WorkflowGen
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
English, French, Arabic, Italian, Spanish, Chinese
Regional Restrictions:
No restrictions.
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Other
Who uses Insightly
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a
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Other
Who uses WP Project Manager
- Personal
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Languages:
English
Regional Restrictions:
No
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