Todoist vs. WorkflowMax

There have been lots of times when we need to add a new habit into our daily work routines, and having the option to do so in the To-Doist app on the very first screen is incredibly helpful. It's a good reminder, and I believe that professionals who truly appreciate and properly value the implementation of good habits would be very grateful for this feature. It's also a time saver because you don't have to manually type it in every day/week / etc.

Incentivized

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

• Free plan offers two viewing options and 4 color themes; paid plans offer more
• Can integrate with Google Calendar, IFTTT, and Zapier apps
• Viewing format is pretty uncomplicated, including sidebar, easy on the eyes
• Importable and exportable data, emails
• Optional beta testing opportunities (can opt in/opt out at any time)

Incentivized

• 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

• The Todoist application now works almost identically across all platforms. There is a minor improvement that I would like to see on iOS and that is the ability to show task count by custom filter.
• In Board view, I want to be able to easily add sub-tasks to a parent task.
• Besides those two minor improvements, I am extremely happy with the application.

Incentivized

• 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

Because we can't imagine being without it!

Incentivized

Excellent features and concept, simple implementation, but the software is not very clear in training new users and communicating features. The occasional unexplained crash or freeze is not handled gracefully by the desktop software, requiring either the user or tech support to manually restart.

Incentivized

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

I've used Todoist for about three years now and I haven't needed to contact support, which I'm considering a 10 out of 10. Honestly, their platform is so easy to use that I never had to look up a knowledge base or forum to be able to do what I wanted in Todoist. So I'm not sure what their support system looks like or how it works, but I do know that if I haven't needed support, that's also a good sign!

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

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

[Todoist: To-Do List & Task Manager] is significantly simpler and cheaper than most of the alternatives and doesn't complicate the management of tasks with a plethora of unnecessary features. While all the alternatives have strong feature sets, what Todoist does better than any of them is manage tasks, in theory the central point of them all.

Incentivized

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

• Location-based reminders ensured that my staff didn't miss things when they went onsite with a customer. This has led to renewals on a regular basis.
• Sharing of task visibility for managers with their direct reports has enhanced 1-on-1 meetings and ensured that field coaches kept focused
• The cost of Todoist vs. the value it creates is a huge selling point for the software. For the price per user, I've found nothing that even comes close!

Incentivized

• 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