OmniFocus is a project management platform for iOS: Mac, iPad, and iPhone. It has features such as task management, Siri capture, and workflow automation.
$4.99
per month
WorkflowMax
Score 9.0 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.
1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.
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.
Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
The code is robust and I've almost never had a bug or a glitch that resulted in issues.
The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.
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.
I would really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.
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.
OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.
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?
OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.
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!
OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.
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.
