--- title: "Workboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Workboard Software - reviews, pricing plans, popular comparisons to other Strategic Planning products and more." source_url: "https://www.capterra.com/p/137274/Workboard/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Workboard Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Workboard ## What is Workboard? WorkBoardAI is the first and only AI-native strategic portfolio management platform for enterprise leaders and PMOs. Strategy, OKRs, initiatives, resources, and execution connect in one system where AI agents do the operating work. Tthe AI Chief of Staff manages operating cadence and automates MBRs, scorecards, and reporting. The AI Leadership Coach acts as a thought partner in performance and coaching conversations. The AI Portfolio Analyst manages portfolios, funding decisions, and capacity planning. The platform covers the full SPM lifecycle: strategy and OKRs (goals), demand intake, planning and prioritization, budget management, capacity planning, and roadmap orchestration. Integrates with all enterprise tools like Jira, MS products, SalesForce, Snowflake, ServiceNow and more. Trusted by Boeing, Avery Dennison, Optum, Lam Research, Mars, and more global enterprise leaders. ## What is Workboard used for? [OKR](https://www.capterra.com/okr-software/)[Performance Management System](https://www.capterra.com/performance-appraisal-software/)[Virtual Assistant](https://www.capterra.com/virtual-assistant-software/) Top alternative Featured Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Workboard?[Manage this product listing](https://www.g2.com/products/workboard/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Workboard 4.5 (18) VS. [4.8 (241)](https://www.capterra.com/p/182965/Profit/reviews/) Starting Price $20 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (15) Ease Of Use 4.5 (241) Value For Money 4.0 (8) Value For Money 4.7 (223) Customer Service 4.4 (13) Customer Service 4.9 (226) ## Workboard alternatives [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (63)](https://www.capterra.com/p/165423/Weekdone/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (566)](https://www.capterra.com/p/144020/Aha/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/137274/Workboard/alternatives/) ## FAQs about Workboard Overview ### Which roles and teams benefit most from Workboard? Workboard is most used by executive leaders, agency owners, and operations directors who set organizational goals, track execution, and review progress across teams. Marketing and sales leaders manage demand-generation priorities and revenue targets, while engineering, HR, design, and development teams align project work, responsibilities, and milestones with company objectives. Answer based on 14 reviews Overview ### What company size and specific industries is Workboard built for? Workboard is designed for enterprises that need OKR-based planning to improve alignment, accountability, and transparency. It is aimed at large organizations rather than small businesses, and the vendor description does not name any specific industries or sectors. Features and Usability ### What are the key features of Workboard? Workboard offers OKR and goal management, roadmap planning, and status tracking for aligning work to company objectives. It also includes dashboards, reporting and analytics, workflow automation, task management, and collaboration features such as comments, meetings, alerts, and file sharing. AI Copilot and AI summarization support planning and reporting. Integrations ### Which third-party tools and platforms does Workboard integrate with? Workboard integrates with 16 third-party tools and platforms across development, CRM, work management, and analytics. Key connections include Jira, GitLab, Azure DevOps Labs, Slack, Salesforce CRM Connector, HubSpot CRM, ServiceNow Connector, Smartsheet, Tableau, Trello, monday CRM, and Snowflake. Getting Started and Support ### What training and onboarding options does Workboard offer? Workboard provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars provide group learning, documentation offers written reference material, and videos allow self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Workboard offer? Workboard provides email/help desk, a knowledge base, phone support, and chat. No reviewer feedback about support experience is available here, so support quality, response times, and helpfulness cannot be assessed from user sentiment. ## Features AI summary Based on 23,605 Strategic Planning reviews Capterra data shows that buyers of task management software rank the following features as their top priorities: - **Task Scheduling** (**46%** of reviewers rated this feature as critical) - **Task Editing** (**44%**) - **Workflow Management** (**49%**) Workboard includes **Task Scheduling** and **Task Editing**, giving teams a clear way to plan deadlines and update work as priorities change. However, it does not include **Workflow Management**. Instead, it offers other highly rated features such as **Task Progress Tracking** (**44%**) and **Mobile Access** (**49%**), helping businesses monitor execution and stay connected to work from anywhere, while providing teams with better visibility and flexibility in day-to-day task coordination. Task Progress Tracking 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track the status and progress of tasks Project Management 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments Task Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Alerts/Notifications 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Communication Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Workboard 177 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - 1-On-1 Meetings: Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. - Action Item Creation: Allows users to create goals and takss based on action items decided in in-person meetings. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Adaptive Responses: Allows the AI agent to learn from interactions and adapt its responses accordingly. - Agent Collaboration: Multiple agents work together, share tasks, and coordinate to achieve common goals. - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Alignment: Align all staheholders involved to improve collaboration, visibility, and performance - Analytics: Tools for the systematic analysis of various types of data or statistics - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attended Automation: Bots that work alongside humans on tasks that cannot be fully automated - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Career Development: Process of enhancing skills & experiences for continuous professional growth & advancement - Change Management: Track and monitor efficient handling of all changes/transitions - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Code-free Development: Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication: Communciates results to employees in the form of mass messages if there has been an illness outbreak within the workplace - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Company Goals And OKRs: Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. - Competency Management: Catalog, manage, and develop employee skill sets - Confidence Levels: Allows users to rate their confidence level concerning goal completion. - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contextual Guidance: Interprets what a user is doing based on context and helps guide them through the process. - Continuous Feedback: Provide ongoing performance feedback to employees on a regular basis, rather than giving feedback at designated times - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - Cost Management: Manage budgets, track and optimize spending and align capacity to workload demand - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Governance: Collection of processes, policies, and standards to manage the storage & usability of enterprise data - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Deep Learning: Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data. - Demand management: Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Processing: Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing. - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Engagement: Tools to improve and measure employee satisfaction and involvement - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Profiles: Centralized storage for employee data, records, and performance metrics - Employee Recognition: Acknowledge and reward employees for reaching specific goals and/or for exemplary performance - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Performance: Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues - For No-Code Development: Build applications without the use of code - Forecasting: Form predictions based on past and present data/trends - Frameworks: Support multiple strategy frameworks such as Balanced scorecard and OKR - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Goals: Assigns goals to strategic plans and define owners and milestones for each goal. - Historical Data: Retains historical performance review data or integrates with third-party applications where historical data can be maintained. - Human-In-The-Loop: Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants. - Human-in-the-loop (HITL): Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Implementation: Implementation services to help set up account, import data, and learn how to use associated platform. - Independent Decision Making: Allows the AI agent to learn from interactions and adapt its responses accordingly. - Individual OKR: Allows users to make OKRs for individual team members. - Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources. - Integration Management: Identify which applications need to exchange data and enable these data connections - Intent Recognition: Helps understand a user's intentions/actions - KPI Monitoring: Tracking the status of previously identified performance measurements - KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. - Learning & Development: Facilitate training materials that help employees grow and progress in their positions - Memory Management: Store and save retrievable data - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mind Mapping: Provides tools that design mind maps for brainstorming sessions. - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Language: Manage and support multiple languages - Multi-step Planning: Ability to break down and plan multi-step processes - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Natural Language Interface: Interact with agents using conversational language - Natural Language Processing: Process and analyze human language in text or audio form - Natural Language Understanding (NLU): Can have a natural, human-like conversation with an interlocator. - Negative Feedback Management: Identify, track, and respond to negative feedback - Objectives: Define strategic objectives related to project and portfolio management - OKR: Define and monitor objectives, and key results (OKR). - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Ongoing Performance Tracking: Provides real-time feedback and assessments on employee performance, skills, and accomplishments - Optimization: Offers the ability to enhance listings with menus, photos, videos, or other rich data - Peer Appraisals: Peer/teammate feedback and review on individual's performance - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Performance Appraisal: Evaluation process that provides feedback on an employee's job performance - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Performance Review Management: Create, fill out, and send performance reviews to individual employees - Personalization: Adjust communications based on previous interactions or personal preferences - Personalization and Recommendation: Generative AI models can create personalized recommendations for users based on their preferences and behavior. - Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Predictive Analytics: Predict future data based on historical data sets - Predictive Insights: Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Proactive Error Detection: Proactively detect errors or bugs, delivering actionable and team-oriented suggestions for remediation - Problem Solving: Allows the AI agent to identify and resolve issues without user intervention. - Process Intelligence: Optimize workflows and processes using machine learning and natural language processing (NLP) - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Prompt Engineering: Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models - Public Praise: Provides a forum for employees or managers to deliver public praise for exceptional employee performance. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requesting Feedback: Allows employees or managers to request feedback from other employees. - Resource Planning: Assist with dynamic portfolio-level resource planning and what-if scenario modeling - Review Cycle Tracking: Follow the progression of a task associated with performance reviews - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Roadmaps: Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules: Allows users to create specific defense rules based on levels such as campaign, keyword, landing page, or device type. - Scalability: Manage a growing amount of work to meet increased demand without compromising performance - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduling: Plan availability and assign specific time slots for tasks and resources - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Assessment: An individual's evaluation of his or her own strengths, weaknesses, and skills - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Simulation and Scenario Generation: Generative AI can generate synthetic data and simulate scenarios for training and testing purposes. - Single Sign On: Allow users to access multiple services after entering their login credentials once - Skills Assessment: Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Strategy Map: Create and manage maps for multiple strategies at the department or company level. - Strategy Model: Provide pre-defined strategy models that can be customized and combined by users - Succession Planning: Planning, tracking and developing internal talent for future key position filling - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Execution: Provides the AI agent the ability to execute tasks without requiring constant user input. - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Team OKR: Allows users to make team-wide OKRs. - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Tracking: Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Unattended Automation: Automate processes from start to finish without human assistance - Virtual Agents: Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management - Virtual Personal Assistant (VPA): Program systems that assist users with their daily administrative responsibilities - Visiblity: Provide a 360 view of all projects and portfolios and their corresponding strategies - Vision Statement: Adds values, mission and vision statements to strategy plans - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (11) 4.3 Based on 11 reviews ## Pricing Value for money 4.0 (8) Free Trial Basic $20.00 Per Month Value for money 4.0 (8) 4.0 Based on 8 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ GitHub](https://www.capterra.com/p/129067/GitHub/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (13) 4.4 Based on 13 reviews ## User reviews Overall rating 4.5 Based on 18 reviews Filter by rating Counts reflect reviews available in this feed. 5(11) 4(5) 3(2) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Andrew T. Executive Director Used the software for: 1-3 years ### "Powerful OKR Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 28, 2020 Workboard was the software we choose to implement OKRs into our business. From a leadership point of view, it was brilliant, integrating Business Strategy with individual staff performance management and provided teams that did not have a task tracking software, a one stop shop to manage their teams day to day process. The Meetings part of Wobo is fantastic, enabling each team to link their daily / weekly cadence meetings directly to their OKRs and create minutes and actions related to them. Pros Powerful all in one tool to operate a business using the Objectives and Key Results (OKRs) framework, with strong integrations to other data sets for automating the import of Key Result data. Cons Our users found Workboard a little difficult to use and the interface a bit slow. Stefano C. Execution Used the software for: 3-5 years ### "Okr scale-up" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 26, 2025 The best Okr tool in the market to define Okr and to manage it Pros The easy way in use it and the high user experience Cons The difficulties to integrate with internal platforms RE Reviewer Used the software for: Less than 1 year ### "Don't Be Evil, Workboard Inc." 3.0 July 29, 2015 Be prepared to pay the whole annual price if you want to sign up for the Elite Subscription. I wanted to use Workboard as my main inter-company team /project collaboration tool (MBO, GTD, OKR). I proceeded to enter my strategic relationships, workflows, and upload sensitive collaborative documents. I was doing fine until I decided to sign up for their monthly Elite Plan. As soon as I entered my credit card information, I was immediately ushered to a congratulations screen, there was NO CONFIRMATION page to authorize a deducted amount (a big RED flag). Upon getting a notice from my bank that I've been overdrawn, I checked my email, and to my dismay I discovered I've been charged the whole annual amount of $632.10! I searched for contact numbers or email of their Billing Department or Customer Support on my account page or their whole website, or their Billing email notification--and to my dismay there is NONE! (another two to three big RED flags!). Had no recourse but to email their CEO and report their anomaly and got a "we regret that it was not clear enough for you" as part of her message. They said they were going to reverse the charges, however it didn't happen as I was still levied overdrawn fees, and all my scheduled payments, for those four interim days, were compromised as a result of insufficient funds. It didn't get reversed the same day as I get from other companies who use credit cards. Very costly learning experience for me as I got levied fees and had checks returned. I detected no empathy on my predicament from Ms CEO. There is no button /contact email, nor telephone number on your website account page to opt out. You have to write directly to the CEO. Pros A. You can do Objective Key Results (OKRs), Management by Objective (MBOs) and Get Things Done (GTD) method thru this app. B. You can enter your Strategic Relationships, Define your competitive Advantage Workflows, and upload /share collaborative sensitive documents. Cons \- No Customer Support/Billing Department contact info. - Knowing you have done Pros B above is now scary. - Misleading markers to entry to subscription plan, high barriers of exit. It's a managerial mousetrap. Christopher M. Owner/Principal Used the software for: Less than 1 year ### "Best OKR Software not in the OKR Software category" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 6, 2019 OKR metrics are the next, and much improved, evolution of managing business strategy. Workboard allows me to drive my business in an efficient manner by staying faithful to the Doerr/Google methods. Pros Faithfully follows the OKR methodology recommended by John Doerr and used by Google and many others. For some odd reason, this top contender doesnt even show up in the right category. Reasonably priced, well balanced and the interface is very clean and easy to use overall. Cons I dinged it one star for a limited range of products to update results, but just one star as they are obviously trying to remedy this. Updating results is the Achilles heel of the awesome OKR system. The system demands rapid, even real time results, to be effective. Some OKR software packages don't even recognize the need for this and assume the data just magically appears. If automation is lacking, that means some poor junior accountant is probably up to his eyeballs in Excel spreadsheets typing mounds of data in to feed the monster. As a manager who came up through the back office, the worst use of my human resources is using them to collate and update data that could be done faster and better with automation. It’s zombie work that ironically demotivates staff. I need that person to work on improving my own OKRs. So, good start, Workboard, but more, more, more integrations and give me my people back for productive work. Atulya S. developer Used the software for: Less than 1 year ### "Makes project management easier" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 20, 2021 Pros Workboard is very useful for managing and working on high level projects. It enables assigning, dividing and tracking the progress of the project much easier. Cons It is not very beginner friendly and requires some overview to understand all its features and working. Annette S. ### "A solid solution for agency work" 5.0 July 22, 2014 We're trying out Workboard to manage work for several clients. Very helpful - I can hold my team and my clients accountable for achieving our mutual goals. We use it to route press releases and articles through creation, editing and completion, to comment on those actions and collaborate on work. As clients complete their actions and reviews, I get real time visibility -- it's a huge help! We need fewer status calls, which means we spend our time helping them get coverage instead of reporting on our efforts. Most powerful when the client is using it as well - we can really function as a single team. Pros Each person see only their own workstreams, but I can see all the clients in a single place. RE Reviewer ### "workboard really rocks!" 5.0 May 17, 2017 I work with a number of companies, non-profits and political organizations across a variety of dynamic initiatives. Workboard makes it easy for me to manage them all in one place. I get a view of my action items for the day and week but also get a more holistic view by initiative, partner company/organization, and priority. I recommend it for high performing teams and intrepreneurs -- really drives goal alignment and achievement and gives a unique way to stay on track. Not to mention I now feel like I am getting to things faster and more consistently! PD Practice Director Practice Director ### "Well beyond a task management app, this is a fully functional team success app." 5.0 May 17, 2017 I recommend checking out Workboard. The many project and collaboration apps I've used fail to help managers organize work across teams. Workboard is different because it was designed for people who manage teams, not just people who manage projects. At BTRG we can now all manage our priorities and action items more effectively and I get transparency on the status of work I've delegated and where my team is investing time and effort. The automatic weekly status reports are really the icing on the cake. CO COO COO Used the software for: 1-3 years ### "Workboard is our Marketing operations manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2015 Pros Workboard keeps my team organized and every week focused on the right priorities and target goal achievement. Removing all the action items from email is so liberating! This frees up time for me to actually lead the team. The Workboard support team is brilliantly responsive. Cons We would like to use the product for performance reviews as well! The module is not yet available. - hoping it is on the roadmap. Workboard already manages the teams goals, the achievement, would be easy to roll that capability in?! RE Reviewer ### "Great app!" 5.0 July 18, 2014 Workboard can simplify and empower your professional life! Pros Easy to sign up. Easy to use. Flexible tool for professionals in all industries. Great for tracking and reporting OKR's, goals, tasks and milestones. [View all Reviews](https://www.capterra.com/p/137274/Workboard/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.