Transform your business with automations
October 21, 2021

Transform your business with automations

Belle England | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with

It has been deployed enterprise-wide on different markets to be used for active daily management. It streamlines escalations, reporting metrics, and enables swift problem solutions from different tiers.
  • Tracking progress of action items
  • Presenting metrics
  • Keeping tasks, schedules, and calendars organized
  • Templates
  • Improve upon integrating with Microsoft apps (we want to be able to do more)
  • Being able to gather Zoom registration details, automating events with the app
  • Work docs is a good feature, I'd like to be able to put TABLES on them (not boards)
  • HIPAA compliance/PHI
  • Time saving
  • Enhanced accessibility for field-work
  • Project management tracking can be done by novices
  • On-boarding time-saver provides resources available like video instructions, online instructions, and hybrid. The use cases are inspirational, and I try to mimic the related-industry applications in my own work. The automation is the star. It is easy to grasp, apply [on] my board, and even teach to my colleagues. Adoption has been swift because of the usability and flexibility of the app.
10 out of 10. Our customer success manager was awesome. She worked with our liaison and helped us figure out the best way to format our boards. I was supposed to be only a secondary user. However, since I have all the resources available to me that I can imagine (videos, actual person, etc.) I would self-define as a superuser. I only have good things to say about their customer support. Well done, team!
Since this is used for work OS, it enabled us to keep meticulous track of our issues and escalations for one. Our managers can address the escalations immediately. Our workflows are significantly improved with 'ticketing' systems that are quite easy to do using boards. I can even track hours I worked on a project (typically, I used a manual entry method) and even incoming and outgoing mail. [The] sky is the limit for what you can do.

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?


Did implementation of go as expected?


Would you buy again?


I used to use To Do to manage my tasks. But with, I had more flexibility and efficiency because of the automation available in managing time, action items, and my project tracking. I [chose] 9 because we use A LOT of company apps already, and adding one more can be overwhelming. However, I find that my window is always open, which means I use it most, second to Outlook. Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Document Management
Email integration
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Project & financial reporting
Integration with accounting software
6 Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
I am not aware, but their support is on-point, and it seems available 24/7. There was NEVER a delay in getting my issue fixed.
Yes - Yes, it was for my personal account, but it was resolved equally swiftly when it happened on my enterprise account (that I used for work). They were so detailed in answering my questions. They didn't just 'lead me to the water' (so to speak, if I were a horse). They gave me a glass with ice and gave me a straw. WHITEGLOVE experience
Yes, I needed help with a formula. They gave me the exact formula I needed for automating DAYS WORKED that had to add up times. Brilliant and smart people --- who are somehow gifted with customer service skills that are unparalleled.