Workboard is a Web-based application that enables managers and their teams to set and achieve their goals, keep a fact-based list of work for performance reviews, and automatically report on work progress. It can be accessed via any device with an Internet connection, including smartphones. Founded in 2013, Workboard is used by over 1,500 organizations.
Workboard helps companies engage staff and get more done by creating clear goals for each employee. For instance, managers can track progress toward individual goals, and give weekly feedback on their team’s performance to show they’re taking note of employee efforts and help improve the accountability of individual contributors.
Additionally, Workboard allows supervisors to send badges and rewards to their employees to praise their efforrts in real time. Managers can also create quantitative and qualitative lists of employee achievements, which are useful when it comes time for annual or quarterly employee evaluations and help ensure that the review process is as transparent as possible.
Rani from Comprehend Systems
Specialty: Software / Technology
Workboard keeps my team organized and every week focused on the right priorities and target goal achievement.
Removing all the action items from email is so liberating!
This frees up time for me to actually lead the team.
The Workboard support team is brilliantly responsive.
We would like to use the product for performance reviews as well!
The module is not yet available. - hoping it is on the roadmap.
Workboard already manages the teams goals, the achievement, would be easy to roll that capability in?!
We selected Workboard because it not only keeps action items from falling through the cracks - but also because Workboard makes it easy to ensure each week we are goal aligned and we have prioritized the team member actions.
Veronica from BlumShapiro
Specialty: Accounting / CPA
Workboard makes it easy to stay on task and keep an eye on what my employees are accomplishing. The company is always implementing updates so the product just keeps getting better! I also appreciate the CPEs they sponsor, I always find them interesting.
We've had some issues with my employees sending me an update on their to-do list, it doesn't always go thru. I also wish that when I am sharing my list with my manager that there was a way to filter out the items that have already been completed or put on pause.
I have no recommendations for others evaluating software like this.
Nicholas from Enviroscent
I really like the detail and abilities in action items. We treat them as "Projects". Following from start to finish of a project with keeping people in the loop is a great feature for our company.
I have two main complaints but I am sure these are in the works. First, we would love to see a projects based calendar feature. Not just single users or groups of items but a sort of Master Calender so we can see where certain items overlap or where there might be space to move an item. The other is a Ipad app. I use one alot as a developer, so it would be nice to track things on there.
First, figure out what your needs are. Not all systems like this are the same so understanding what you need helps you to understand how beneficial features and benefits are for workboard. Second, no project management software is perfect. But, finding one that wants to help make it perfect and acts on that is important.
Be prepared to pay the whole annual price if you want to sign up for the Elite Subscription. I wanted to use Workboard as my main inter-company team /project collaboration tool (MBO, GTD, OKR). I proceeded to enter my strategic relationships, workflows, and upload sensitive collaborative documents. I was doing fine until I decided to sign up for their monthly Elite Plan. As soon as I entered my credit card information, I was immediately ushered to a congratulations screen, there was NO CONFIRMATION page to authorize a deducted amount (a big RED flag). Upon getting a notice from my bank that I've been overdrawn, I checked my email, and to my dismay I discovered I've been charged the whole annual amount of $632.10! I searched for contact numbers or email of their Billing Department or Customer Support on my account page or their whole website, or their Billing email notification--and to my dismay there is NONE! (another two to three big RED flags!). Had no recourse but to email their CEO and report their anomaly and got a "we regret that it was not clear enough for you" as part of her message. They said they were going to reverse the charges, however it didn't happen as I was still levied overdrawn fees, and all my scheduled payments, for those four interim days, were compromised as a result of insufficient funds. It didn't get reversed the same day as I get from other companies who use credit cards. Very costly learning experience for me as I got levied fees and had checks returned. I detected no empathy on my predicament from Ms CEO. There is no button /contact email, nor telephone number on your website account page to opt out. You have to write directly to the CEO.
A. You can do Objective Key Results (OKRs), Management by Objective (MBOs) and Get Things Done (GTD) method thru this app.
B. You can enter your Strategic Relationships, Define your competitive Advantage Workflows, and upload /share collaborative sensitive documents.
- No Customer Support/Billing Department contact info.
- Knowing you have done Pros B above is now scary.
- Misleading markers to entry to subscription plan, high barriers of exit. It's a managerial mousetrap.
Rusty from Patti and Rusty Rueff Foundation
I work with a number of companies, non-profits and political organizations across a variety of dynamic initiatives. Workboard makes it easy for me to manage them all in one place. I get a view of my action items for the day and week but also get a more holistic view by initiative, partner company/organization, and priority. I recommend it for high performing teams and intrepreneurs -- really drives goal alignment and achievement and gives a unique way to stay on track. Not to mention I now feel like I am getting to things faster and more consistently!
Rani from Onelogin, Inc.
We have been using Workboard for about 9 months to help our core and extended team tightly execute against the most important goals and outcomes. Workboard has improved my capacity as a manager and creates the time for me to be a leader.
My team has hundreds of action items we juggle at any one time amidst endless emails and fire drills. At the speed we are moving, it's easy to get distracted or lose track of important details. With Workboard, we stay focused and aligned on the priorities and nothing falls through the cracks. Workboard gives us transparency and improves accountability; eases and speeds transitions when the plan changes; enables performance reviews to be fact based and increases effectiveness of my 1on1s.
Workboard is a critical tool for leaders and teams that are driving to big goals .
Mike from BTRG, Inc.
I recommend checking out Workboard. The many project and collaboration apps I¿ve used fail to help managers organize work across teams. Workboard is different because it was designed for people who manage teams, not just people who manage projects. At BTRG we can now all manage our priorities and action items more effectively and I get transparency on the status of work I¿ve delegated and where my team is investing time and effort. The automatic weekly status reports are really the icing on the cake.
Michael from BTRG
Employees number: 51-200 employees
I recommend checking out Workboard. The many project and collaboration apps I’ve used fail to help managers organize work across teams. Workboard is different because it was designed for people who manage teams, not just people who manage projects. At BTRG we can now all manage our priorities and action items more effectively and I get transparency on the status of work I’ve delegated and where my team is investing time and effort. The automatic weekly status reports are really the icing on the cake
Great for teams, automated reporting, statistics across tasks about which are late or upcoming. Really like the email integration and leadership and management advice offered as well. Super responsiveness of support.
Need to think through how to set up your work streams so I recommend using the tools Workboard provides to help you get organized.
We're trying out Workboard to manage work for several clients. Very helpful - I can hold my team and my clients accountable for achieving our mutual goals. We use it to route press releases and articles through creation, editing and completion, to comment on those actions and collaborate on work. As clients complete their actions and reviews, I get real time visibility -- it's a huge help! We need fewer status calls, which means we spend our time helping them get coverage instead of reporting on our efforts.
Most powerful when the client is using it as well - we can really function as a single team.
Each person see only their own workstreams, but I can see all the clients in a single place.
Gonzalo from OneLogin, Inc.
Employees number: 51-200 employees
Our organization relies heavily on Workboard to communicate priorities and action items within the marketing team. I can provide my boss with transparency and status more easily. At the same time, I can keep my own team focused and following through on the right work. It's clear who owns what and what's expected -- hugely helpful in a fast-paced organization like ours!
Workboard can simplify and empower your professional life!
Easy to sign up.
Easy to use.
Flexible tool for professionals in all industries.
Great for tracking and reporting OKR's, goals, tasks and milestones.