Best Work Management Software for Microsoft Excel

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

ProjectManager is project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Planforge is a leading project work management software provider. The web-based PPM solution bridges information silos by integrating cross-functional Jira processes and enterprise agile planning, (SAFe), with resource management. Planforge enables your organization to adapt faster to changing environments, turn strategy into actions, and make better value based decisions.

Backlog is an effective collaboration and project management tool designed for teams aiming to enhance productivity, improve visibility, and streamline project tracking. It allows development teams to collaborate seamlessly with departments such as Design, Marketing, and IT to deliver high-quality projects more efficiently. Key features encompass Projects, Gantt Charts, Burndown Charts, Issues, Subtasking, Watchlists, Comment threads, Version control, File sharing, Wikis, and Bug Tracking. Additionally, users can conveniently update their projects while on the move using mobile applications for both iOS and Android platforms. This versatility makes it easier for teams to stay connected and manage their work from anywhere.

Create robust low-code solutions for your business that enhance work and communication. Podio seamlessly integrates your project information into a single platform, streamlining all content, discussions, and processes into one centralized collaboration hub. By establishing well-defined roles and customizing tools to suit your team's workflow, you can enhance delivery speed, productivity, and interpersonal connections. Detailed administrative features empower you to manage access to your Podio workspaces effectively and make swift modifications as needed. Invite clients, freelancers, and external collaborators to join Podio at no cost, reducing the need for extended email exchanges and tedious file transfers. Customizing your workflows to reflect the unique steps and phases your team encounters promotes both efficiency and effectiveness, all within a unified space. This comprehensive approach ultimately leads to more productive teamwork and improved project outcomes.

Digital T-Card provides a Kanban solution that is all-in-one for workflow management. It allows industries to customize workflows to suit their specific needs. Each process is tracked in real time, from managing work order to conducting quality checks. Scheduling tools and process audits help identify bottlenecks and address them efficiently. This ensures complete visibility of operations. TCards are a great way to simplify team management and improve efficiency.

Achieve punctual delivery consistently with Moovila, the most precise work management system available globally. Welcome to the innovative project management solution that comes with its own integrated project manager. Unify your entire work environment by utilizing the same data on one platform, featuring an intuitive visual roadmap, AI-guided coaching, and productivity metrics for projects. Our Critical Path Engine designs your project digitally while gathering essential data to predict timelines, automatically generate schedules, and handle work variations, allowing you to swiftly adjust to changes. To alleviate the uncertainty caused by fluctuations in the workplace, our engine offers diagnostic insights that help maintain projects on track toward their completion. Enhance your visibility and obtain crucial insights for making informed decisions rapidly, thereby ensuring a seamless workflow. Foster collaboration among all participants, including team members, executives, clients, and suppliers, through SmartSchedule, an autonomous feature for work scheduling and prioritization, along with additional tools designed to streamline your project management experience. This holistic approach empowers teams to stay aligned and responsive in a dynamic work environment.

Microsoft Kaizala is a straightforward and secure application designed for work management and mobile messaging. It allows users to engage with various networks, including partners, suppliers, customers, and citizens, while ensuring secure communication. By simply signing up with a phone number, individuals can connect and coordinate seamlessly with anyone they need to, enhancing their work efficiency. The app facilitates effective coordination through multimedia messaging, as well as audio and video calling, all within a user-friendly chat interface. Users can also manage tasks, collect data, and gain insights through the integrated work management action cards that Kaizala offers. With this platform, you can securely connect with millions of users and create adaptable groups that can feature hierarchies and hub-and-spoke models, all thanks to Kaizala's open directory model. Signing up for this free mobile app is easy, as it only requires a phone number. Additionally, Microsoft Kaizala enables the digitization of business processes by allowing integration with various business systems through its open APIs and customizable action cards. You can also automate specific processes by leveraging Microsoft 365 integration, which includes tools like Microsoft Flow, SharePoint, Excel, and Power BI, making it a versatile tool for modern organizations. This comprehensive integration and automation capability make Microsoft Kaizala not just a messaging app but a vital component of effective business management.

Conductor serves as a robust transformation platform designed for enterprises, seamlessly aligning strategy with execution while providing tailored KPI tracking, accountability, and governance to suit your organization's needs. We assist top-tier companies, government entities, professional service organizations, and private equity firms in expediting benefits realization and minimizing execution risks. Our clients effectively manage their most vital large-scale initiatives, which have a considerable impact on EBITDA, spanning areas such as strategic transformations, cost savings, portfolio management, procurement and supply chain enhancements, ESG initiatives, mergers and acquisitions, and technology implementations. Conductor simplifies the complexities encountered at every step of your transformation process, ensuring clarity and direction. Each subscription to Conductor comes equipped with tried-and-true playbooks, customizable modules, and best practice templates tailored for each stage of your transformation journey. Furthermore, Conductor's ecosystem extends well beyond the software itself, providing comprehensive support and customized training to maximize your success. With Conductor, organizations can navigate their transformation with confidence and precision.