TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Microsoft To Do

    Score7.9 out of 10
    N/AMicrosoft To Do replaces the former Wunderlist task management tool.N/A

    WorkflowMax

    Score8 out of 10
    Small Businesses (1-50 employees)
    WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.

    $20

    per month

    Pricing
    Microsoft To DoWorkflowMax
    Editions & Modules
    No answers on this topic
    Standard
    $20
    per month
    Standard
    $35
    per month
    Premium
    $70
    per month
    Offerings
    Pricing Offerings
    Microsoft To DoWorkflowMax
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Microsoft To DoWorkflowMax
    Considered Both Products
    Microsoft
    No answer on this topic
    Xero
    No answer on this topic
    Key User Insights
    Would buy again
    92%
    Would buy again
    34 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    37 Answers
    No answers on this topic
    Happy with the feature set
    95%
    Happy with the feature set
    35 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    21 Answers
    No answers on this topic
    Implementation went as expected
    93%
    Implementation went as expected
    28 Answers
    No answers on this topic
    Features
    Microsoft To DoWorkflowMax
    Project Management
    Comparison of Project Management features of Microsoft To Do and WorkflowMax
    Feature
    Microsoft To Do
    5.6
    76 Ratings
    31% below category average
    WorkflowMax
    9.3
    27 Ratings
    19% above category average
    Task Management8.076 Ratings9.525 Ratings
    Resource Management6.141 Ratings9.56 Ratings
    Gantt Charts4.58 Ratings9.23 Ratings
    Scheduling8.458 Ratings9.419 Ratings
    Workflow Automation3.033 Ratings9.54 Ratings
    Team Collaboration5.067 Ratings9.519 Ratings
    Support for Agile Methodology6.017 Ratings8.93 Ratings
    Support for Waterfall Methodology7.017 Ratings9.23 Ratings
    Document Management3.038 Ratings9.219 Ratings
    Email integration6.342 Ratings9.44 Ratings
    Mobile Access7.371 Ratings9.221 Ratings
    Timesheet Tracking3.012 Ratings9.624 Ratings
    Change request and Case Management5.39 Ratings9.111 Ratings
    Budget and Expense Management4.95 Ratings9.418 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Microsoft To Do and WorkflowMax
    Feature
    Microsoft To Do
    6.5
    7 Ratings
    17% below category average
    WorkflowMax
    9.5
    27 Ratings
    21% above category average
    Quotes/estimates5.04 Ratings9.723 Ratings
    Invoicing7.04 Ratings9.527 Ratings
    Project & financial reporting7.96 Ratings9.722 Ratings
    Integration with accounting software6.02 Ratings9.227 Ratings
    Best Alternatives
    Microsoft To DoWorkflowMax
    Small Businesses
    Any.do
    Score8 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Workzone
    Score9.1 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Microsoft To DoWorkflowMax
    Likelihood to Recommend
    8.5
    (76 ratings)
    8.8
    (28 ratings)
    Likelihood to Renew
    8.0
    (4 ratings)
    9.0
    (1 ratings)
    Usability
    7.4
    (12 ratings)
    9.0
    (2 ratings)
    Support Rating
    7.6
    (30 ratings)
    7.0
    (2 ratings)
    Implementation Rating
    10.0
    (3 ratings)
    9.1
    (1 ratings)
    User Testimonials
    Microsoft To DoWorkflowMax
    Likelihood to Recommend
    Microsoft
    I think Microsoft To Do is helpful for people who don't need a lot of customization in a task manager. I prefer using 3rd party task managers that allow me to create projects with tasks and subtasks. But for a team that already uses Microsoft products and doesn't want to learn or invest capital in another task manager, Microsoft To Do covers the basics and syncs with your calendar.
    Incentivized
    Read full review
    Xero
    WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
    Incentivized
    Read full review
    Pros
    Microsoft
    • Wunderlist is what you need for your to do lists. It's really simple to use.
    • Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
    • Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.
    Incentivized
    Read full review
    Xero
    • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
    • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
    • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
    Incentivized
    Read full review
    Cons
    Microsoft
    • Viewing more than one task at a time.
    • Email forwarding tasks - sometimes can be buggy and not always smooth.
    • Option to show more detail on a task without clicking task - example: being able to see attachment without clicking on task to view.
    Incentivized
    Read full review
    Xero
    • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
    • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
    • No search function to find a specific job, you have to scroll through all jobs allocated to you.
    Incentivized
    Read full review
    Likelihood to Renew
    Microsoft
    It's working, and doing precisely what we selected it for. The only hesitation is if Microsoft suddenly drops the platform.
    Incentivized
    Read full review
    Xero
    Because we can't imagine being without it!
    Incentivized
    Read full review
    Usability
    Microsoft
    User friendly, easy to configure, and VERY simplistic. I particularly use heavily the phone app feature. While others in the room are on social media, I am reviewing my tasks and this triggers other tasks I know I need to get done. I like the sense of accomplishment of moving things to the completed pile as well.
    Incentivized
    Read full review
    Xero
    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
    Read full review
    Support Rating
    Microsoft
    I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.
    Incentivized
    Read full review
    Xero
    The support team are excellent. The only downside is that you can't phone them!
    Incentivized
    Read full review
    Implementation Rating
    Microsoft
    Wunderlist giving 100% work satisfaction for me and my organization
    Incentivized
    Read full review
    Xero
    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
    Read full review
    Alternatives Considered
    Microsoft
    It's a small tool compared to bigger project management software, but we found that they work perfectly together. It helps you declutter the larger PM tools, keep your smaller tasks in-line and make sure they get completed. When you're working in a creative agency, ideas and tasks are flying around, so having a tool like this that keeps you accountable and reminds you of your tasks is a must!
    Incentivized
    Read full review
    Xero
    WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
    Incentivized
    Read full review
    Return on Investment
    Microsoft
    • Its affordable enough that the limited set of problems it solves are worth the investment.
    • If you already have Office 365 it doesn't really make sense unless you hate the task app.
    • With Microsoft acquiring Wunderlist I wouldn't start investing in this product. I would either choose Office 365 and go with TO-DO or use a free app.
    Incentivized
    Read full review
    Xero
    • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
    • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
    Incentivized
    Read full review
    ScreenShots

    WorkflowMax Screenshots

    Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax