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Jira vs WorkflowMax

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Our analysts compared Jira vs WorkflowMax based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Jira Software Tool
WorkflowMax Software Tool
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Product Basics

Analyst Rating

76 Detailed Analysis

User Sentiment

Great User Sentiment (26427 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (417 Reviews)

Jira is an all-in-one solution suite that helps organizations manage projects with agile methodologies, customization and collaboration. It helps teams track, plan and release projects and supports Kanban, Scrum or hybrid workflows. Managers can plan and prioritize their team’s assignments in a fully-visible environment that tracks performance as progress is made.

It’s supported by over 3,000 modules that can be customized to enhance user experience. It’s accessible via internet-connected mobile devices and helps manage projects on-the-go. It integrates with tools like Azure, GitHub and Bamboo while remaining scalable for operations of any size.

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WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects.

It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads.
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Product Insights

  • Use Agile Project Management: Adopt the best of agile methodologies with a platform designed to optimize Kanban and Scrum boards along with mixed methodologies of your own. While their agile boards shine, we also liked that you’re not strictly bound by, say, using only Scrums with a board view and can use lists and custom fields to manage any type of project really, not just bug tracking or product development.
  • Optimize Sprint Planning: Race to the finish line one issue at a time with the Scrum feature. Set up sprints across projects with automations, custom boards and stories. Check out our dummy sprint below, but TLDR: we appreciated the drag-and-drop functionality to build sprints, advance sprint planning and the sprint report.
  • Build Custom Workspaces with Programming: Make your workspace fit the specific needs of teams and projects by adapting templates, building automations and modifying issues with code and logic-based modifications. It was quite simple to set up basic projects and create automations with our limited tech expertise even with some programming language thrown in here and there, but a full-fledged coder could really shine.
  • Customize Pre-Built Templates: Create projects suited to the task at hand (pardon the pun) with dozens of pre-built templates ranging from recruitment to customer service to web design and grant management. We checked out the different statuses for multiple templates and enjoyed how simple it was to customize issue types, workflows and automations when you’re not working from scratch.
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  • Consolidate Work: Access all business tools from one place. Avoid unnecessary hassles by launching multiple applications from a single suite to deliver work faster and efficiently. 
  • Accessibility: Access data anytime, anywhere using mobile applications for Android and iOS. Manage jobs on-the-go and tick milestones when met. Access client information while syncing with the desktop app quickly. Send photos, videos and other documents as attachments. 
  • Collaboration: Let clients and contractors log in from anywhere to view work progress time against a job. Store all project information in one place while uploading images, documents and pictures. Restrict information action via permission settings for staff and clients. Stay updated with project progress and share details with teams. 
  • Integrations: Seamlessly integrate with Xero’s suite of modules to maximize business performance. Push sales invoices into Xero while automatically syncing corresponding payment dates. Update job profitability reporting and create bills payable. Avoid data duplicity and receive useful business profitability insights. 
  • Customization: Personalize it to suit an organization’s needs. Create branded and professional custom print templates to save time. Extract powerful and specialized data using custom fields to operate a business better. Keep pace with approaching deadlines by creating unique notifications. 
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  • Agile Boards: Manage your tasks, or issues using Scrum and Kanban boards with custom statuses, fields and transitions. Create new issues using the button below each status. You can view projects using a list, board or timeline view.
  • Reports and Insights: Get insights into where your team is at throughout every stage of the project by generating custom reports like the average age report, created vs. resolved issues report and sprint report. Manage workloads with the time tracking report, user workload report and version workload report. Use the summary view to monitor activity, status overview, priority breakdown and related projects.
  • Collaboration Features: Communicate with team members and assignees directly on the issue card with comments and mentions. Attach files, view card activity and add descriptions for additional instructions. Integrate with Outlook, Slack and other communication tools.
  • Custom Automations: Build custom automation rules by setting a trigger with the option to add an action, a condition or a branch. Get a helping hand by searching for triggers related to what you want to automate and selecting recommended actions and conditions.
  • Sprint Management: Use the Scrum option to run sprints. Fill in project details like name, duration and scope and add tasks and drag and drop them to your sprint using the backlog. Complete your sprints and auto-add pending tasks to the backlog or to a new sprint and run a sprint report for insights.
  • Task Management: Manage tasks by creating customizable issue cards under each status or by importing issues from CSV files. Add assignees, due dates, time tracking, comments, descriptions, teams, labels, status and priority to issues. Move tasks from status to status using transitions and workflow automation.
  • Customizable Workflows: Create custom workflows for your tasks and subtasks by going to project settings and clicking on issue types. Set statuses based on the type of task you’re completing or from the project template you select. Automate actions by setting rules for transitions from one status to another.
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  • Lead Management: Track leads, sales projections and proposals from a single location. Transform leads into winning quotes, jobs, invoices and eventually into profits. Customize lead categories to forecast lead conversion correctly while projecting cash flows. Monitor team activities and overdue tasks for new business developments. 
  • Client Management: Maintain profitable and productive relationships with clients. Use custom fields to store unique customer and client information. Store unlimited contact details to client records and contact them directly. Use a global search function to search for a client’s details while using filters to locate information quickly. Build stronger relationships by adding custom information like birthdays, preferred time to contact, pet’s name and more to client data. 
  • Document Management: Use the document management tool to access all crucial project-related information. Save time by automating document storage processes and emails. Set up a unique email account to send important attachments required for a job. Sync with multiple devices and integrate with Google Drive, Dropbox and Box to access documents easily. 
  • Staff, Task and Job Management: Manage people, jobs and tasks from one place. Track resources, costs, profitability and time for every job. Delegate tasks, to-do checklists, estimated time on each task and due dates using the task manager. Create adjustable milestones, deadlines and project due dates. Automate recurring jobs and tasks to reduce time spent on repetitive tasks. 
  • Time Tracking: Enter time in eight different ways and track and report on every single minute daily. Record time within dashboards, by tasks or timesheets. Track employee time on-the-go using mobile apps. Record how time was spent and share information with clients. Optimize billable values by choosing the nearest decimal rounding option. 
  • Invoicing: Get paid faster by creating invoices just in a few clicks. Design invoices based on actual time and costs, quoted time and costs, progress amounts or percentage values. Create a simple invoice with basic project information or a detailed one by adding costs, tasks and rates. Save time by sending multi-job invoices. 
  • Reporting: Make smarter business decisions by gaining real-time insights into productivity, workflows, performance and profitability. Understand profitability across multiple client categories and improve business processes. Extract relevant information by building reports using multiple fields and criteria. Improve cash flows by getting a snapshot of billable jobs. 
  • Purchase Order Management: Streamline job cost management using purchase order management tools. Track actual orders, cost and bills payable, ensuring nothing falls through the cracks. Integrate with Xero to keep financial job reporting intact. Use flexible receipt processes to display full or half orders received. 
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Product Ranking

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#27

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jira
WorkflowMax
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Customizations Dashboards And Reporting Mobile Capabilities Platform Features Project Planning And Scheduling Project Tracking Task Management Team Collaboration Time Tracking And Management 86 90 75 64 78 63 85 77 54 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 26427 reviews
Great User Sentiment 417 reviews
87%
of users recommend this product

Jira has a 'great' User Satisfaction Rating of 87% when considering 26427 user reviews from 5 recognized software review sites.

85%
of users recommend this product

WorkflowMax has a 'great' User Satisfaction Rating of 85% when considering 417 user reviews from 6 recognized software review sites.

5.0 (32)
4.4 (8)
4.3 (5956)
3.2 (22)
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4.31 (95)
4.4 (14556)
4.3 (112)
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Synopsis of User Ratings and Reviews

Functionality: Users appreciated the ability to customize workflows, issue types and fields and the flexibility to navigate complex projects and problem-solve.
Collaborative: The system helps users collaborate with other teams, projects, and stakeholders and efficiently bridges gaps between remote teams, noted reviewers.
Integrations: Reviewers liked the extensive integrations with most third-party modules like Slack, Bitbucket and more to complete workflows and processes.
What Users Like
Customization: “We were able to tailor the workflow to fit our specific needs, which greatly enhanced our efficiency. For instance, we created custom issue types that aligned with our unique project phases, making it easier for team members to understand their tasks at a glance.” - Balázs Keszthelyi, Founder and CEO at TechnoLynx
Project Visualization: “[Jira’s robust roadmapping and dependency tracking capabilities are] invaluable for coordinating multiple product launches. Also, the premium version's Advanced Roadmaps feature lets us visualize our entire product pipeline so that's from sourcing to launch, but you've got to invest time in learning the system, and I think for smaller operations, it might be overkill.” - Dennis Sanders, Founder and CEO of Burning Daily
Task Management: “Jira has given us the structure to break down our complex workflows into clear, manageable steps, which was exactly what we needed as we expanded our customer base. With Jira, we can create specific 'boards' for each client’s SEO campaign, where every task is detailed and assigned to the right team member. Each board has phases, like keyword research, content writing, and on-page optimization, with clear deadlines. Having this setup has helped us catch any bottlenecks early. If the content team takes longer to deliver, for instance, we can adjust the timeline for the next steps right away instead of rushing it.” - Mushfiq Sarker, CEO of LaGrande Marketing
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Client Management: WorkflowMax offers tools to manage client information, including contact details, project history, and billing information, providing a centralized location for client data.
Project Tracking: The platform allows users to track project progress, budgets, and deadlines, ensuring projects stay on track and within budget. This includes features such as Gantt charts and task management tools.
Time Tracking: WorkflowMax simplifies time tracking for both employees and contractors, with options for manual entry, timers, and timesheet approvals. This streamlines payroll and billing processes.
Reporting: The software provides various reporting options, including project reports, financial reports, and staff productivity reports, offering insights into business performance and areas for improvement.
Integrations: WorkflowMax integrates with other popular business tools, such as Xero accounting software and Google Apps, allowing for seamless data flow between systems.
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Lags: Reviewers noted that the system sometimes lags and takes time to load, especially for multiple projects and large data sets.
Learning Curve: Its UX can feel complex, and it takes time to set up, customize and use to its full ability. An internal Jira expert may be required, according to some users.
Administration: Users mentioned that the system is difficult to administer, and its back-end is hard to manage.
What Users Dislike
Slow Loading Time: “Its interface moves like molasses.” - Dennis Sanders, Founder and CEO of Burning Daily
Learning Curve: “We had some initial challenges with team members who were not familiar with the platform, which required additional training sessions to ensure everyone was on the same page. However, once they became accustomed to the interface, the benefits outweighed the initial hurdles.” - Balázs Keszthelyi, Founder and CEO at TechnoLynx
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Limited Functionality: WorkflowMax may not be suitable for larger or more complex projects due to limitations in features such as resource management and project portfolio management.
Usability Challenges: Some users find the interface to be clunky and unintuitive, leading to a steeper learning curve and potential frustration during daily use.
Reporting Limitations: Generating customized reports can be challenging, and the available reporting options may not meet the specific needs of all businesses.
Integrations: While WorkflowMax offers some integrations, it may not seamlessly connect with all the tools and software that a business uses, potentially leading to data silos and inefficiencies.
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Jira is an agile-based project management platform that caters to a vast range of industries thanks to its all-in-one functionality, customization and flexibility. It allows users to fully customize workflows, issue types, fields and automations.After watching a few tutorials, I personally found it quite simple to create my own projects using the templates and modifying it to meet my needs. Although some of the automation actions and issues have some programming language involved, it’s not a huge roadblock and I created and tested multiple automations successfully.Task (or issue) management was on point, with multiple views, custom workflows, task assignment, in-card collaboration and time tracking and custom fields. It offered comprehensive (but not overly advanced) reports and a helpful summary dashboard.Sprints were intuitive and easy to execute, and I especially appreciated the drag-and-drop feature for planning. Some users mentioned a learning curve, and I would agree, as I relied on videos to guide me through some parts of the setup lest this test take weeks not days.Overall, Jira is a match made in heaven for agile enthusiasts and users who want a flexible, customizable project management platform and don’t mind getting into the weeds with learning courses and tutorials.

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WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. Its intuitive interface and comprehensive project management tools make it particularly well-suited for small and medium-sized businesses that require a streamlined solution for managing their projects, tracking time, and invoicing clients, especially those already utilizing Xero's accounting software.

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Screenshots

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