Name: Workstreams.ai
Author: Actano

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

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Workstreams.ai is a task management software solution designed to optimize workflows and enhance team collaboration. According to the vendor, this software caters to businesses of all sizes, ranging from small startups to large enterprises. It is utilized by professionals across a wide range of industries, including account management, customer support, marketing agencies, HR management, IT development, project management, team leadership, and sales teams.

## Key Features

**Time Allocation**: According to the vendor, Workstreams.ai enables users to track the time spent on each task, providing insights to compare completion times and identify potential bottlenecks. This feature aims to improve service level agreements (SLAs) and optimize resource allocation.

**Ownership & control**: The vendor states that Workstreams.ai offers flexible ownership options, allowing for single owners responsible for the overall workflow or multiple owners assigned to specific steps. This ensures transparency, clear responsibility, and accountability for tasks.

**Keep tasks tidy in a template**: Workstreams.ai allows users to organize work by saving task details and formats as templates for future use. This feature helps save time by eliminating the need to recreate tasks from scratch.

**Unlock frozen tasks**: According to the vendor, Workstreams.ai provides a visual reminder of tasks that have been inactive or stuck on the taskboard for an extended period. This feature helps users identify tasks that require attention or should be archived.

**Outline tasks on a calendar**: Workstreams.ai offers a comprehensive calendar view, allowing users to outline tasks on a monthly, weekly, and daily basis. Completed tasks and overdue tasks are clearly marked, providing an overview of task progress.

**Automate repeating tasks**: The vendor claims that Workstreams.ai enables users to automate the creation of recurring tasks at specific intervals, ensuring they are never overlooked. This feature helps save time and effort by eliminating the need for manual task creation.

**Effortless task creation**: Workstreams.ai facilitates collaborative task creation within Workflows, Slack, and Microsoft Teams channels. This feature promotes seamless task collaboration and efficient task creation.

**Award-winning integrations**: Workstreams.ai seamlessly integrates with popular communication platforms like Slack and Microsoft Teams, allowing users to create, assign, and manage tasks directly within these channels. This integration streamlines task management and enhances team collaboration.

**Auto-forwarding**: Users can set up rules to automatically forward tasks to a new workflow when they reach a specific step. This feature automates task movement, ensuring smooth workflow progression and reducing manual effort.

**Flexible Kanban**: Workstreams.ai offers agile and flexible Kanban boards that serve as the foundation for workflows. This visual representation of tasks and their progress promotes productivity and efficient task management.

Goodwerp is an online business management platform geared towards teams and service firms worldwide. The platform covers essential tools to run and manage a small-business. It features: project management, task management, notes, storage, time management, pipeline management, finance, budgeting, and real-time chat /collaboration.

Goodwerp (discontinued)

WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks Online, Outlook, Dropbox, and Evernote.

Starter Edition

Team

Foundations

WORKetc

Workstreams.ai

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Actano

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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