Best Task Management Software for Microsoft Excel

A Planfix task is more than an item on a to-do list: it is a working space where execution and communication stay together. Assignees, deadlines, checklists, files, custom fields, subtasks, and process data give the team structure, while Comments and Task Chat preserve the conversations and decisions behind the work. Employees do not need to jump between a task manager and a messenger to understand what should happen next. Recurring tasks, Task Processes, Planners, reminders, automation, and Planfix AI make the same model useful for everything from simple assignments to long-running, multi-stage processes.

Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.

Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices.

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

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.

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

GanttPRO is online Gantt chart software that helps single users and teams plan, schedule, and manage their projects. The project planning tool allows project managers and teams to create and assign tasks, track progress, work with tasks dependencies and milestones. Also, this Web-based Gantt chart tool is used to efficiently manage resources and cost as well as collaborate with teams, and share plans with third parties even not registered in the app. As of August 2022, 800K+ users had registered in GanttPRO. The software is used by teams from world-known companies such as Salesforce, Sony, HubSpot, NASA, GitHub, DHL, Vodafone, and others.

Organize teamwork with Microsoft Planner. Take the chaos out of teamwork and get more done! Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you’re working on, and get updates on progress. Launch Planner from the Office 365 app launcher with a single click. You can then create a new plan, build a team, assign tasks, and update status—in a few easy steps. Each plan has its own board, where you can organize tasks into buckets. You can categorize tasks based on their status or on whom they’re assigned to. To update the status or change assignments, just drag and drop tasks between columns. The My Tasks view provides a comprehensive list of all your tasks and their status across all your plans. When working together on a plan, team members always know who is working on what. Built for Office 365, Planner lets you attach files to tasks, work together on those files, and even have conversations around tasks.

Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.

Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates. The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements. Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time. Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.

Planforge is a leading provider of project work management software. By integrating cross-functional processes from Jira and enterprise agile planning (SAFe) to resource management, the web-based PPM solution closes the gaps between information silos. Planforge empowers your organization to adapt to changing environments faster, turn strategy into action, and make better value-based decisions.

For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !

Backlog is a project management and collaboration tool for teams that want higher productivity, greater visibility, and simple project tracking. Development teams can work together with Design, Marketing, IT, and more to release high-quality projects, faster. Core features include Projects, Gantt Charts, Burndown Charts, Issues, Subtasking, Watchlist, Comment threads, Version control, File sharing, Wikis, and Bug Tracking. Update your projects on the go with iOS and Android apps.

Build powerful low-code business solutions to customize work and communication. Podio transforms your project data into one tool to align all content, conversations, and process into one collaboration point. Clearly defined roles and a custom tool fitted to how your team works best will help improve delivery time, effectiveness and relationships. Granular admin capabilities let you control who has access to your Podio workspaces and the ability to quickly make adjustments. Bring your clients, freelancers and other external parties into Podio for free and eliminate lengthy email threads and time-consuming file sharing. Tailoring your processes to accommodate every step and stage that’s unique to your team ensures efficiency and effectiveness, in one place.

Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.

BugHerd is the world's simplest visual feedback & bug tracker tool for websites, loved by thousands of great teams worldwide to manage their web projects. Point & click client feedback directly to your site, with ZERO project limits. --- 🌟BugHerd works in 3 easy steps:🌟 1. Pin feedback to your webpage elements with the intuitive browser extension. 2. Contextual metadata is automatically added to all pins including; browser, OS, screen size & resolution, selector information and more. 3. Task cards are instantly created from feedback, helping you manage your workflow. --- No more emails, no more spreadsheets, no more headaches. Get started in minutes, with a free 14 day trial.

If you're looking to manage your projects and teams with ease, turn to ProWorkflow. A web-based project management software for freelancers, startups, and enterprises, ProWorkflow comes with a range of powerful tools to help users get the job done. ProWorkflow offers features for assigning tasks, tracking time, or rescheduling projects. It also offers easy quoting and invoicing tools.

The better way to manage projects and teamwork. Teamhood is a project management tool for professional teams no matter the distance. Visualize your projects and tasks on a Kanban-inspired task board, add in team members, and track progress to know where your project stands at any moment. Enjoy a fully customizable task board, visual Gantt chart, and smart task dependencies. Create useful templates, add comments, and documents, and let your clients track their progress. Estimate project duration in time or money and enjoy live reports to always know what is happening. Project, task, and resource management have never been so easy.

Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations. Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software. * More predictable and accurate project proposals * Better planning and analysis with Insights & Reporting * Stronger Business decisions supported by AI * Flexible resource management with Project and Task Allocations * Efficient Task and Time Management * Actionable Insights into Project Profitability with cost, revenue and profit updated in real time

With an interactive Gantt view, you will be able to determine whether or not a person has availability for new demands in a visual and simple way. Track time invested in tasks, projects and processes delivered to clients. Use our AI-enabled widgets or build your own. Take Advantage of Time Intelligence. All communication, decision making and files in one cost-effective platform. Have a single source of truth you can rely on. Project and task templates ensure standardization and progress as planned. If something is going to be delayed, our AI warns you, making it easy to decide what to do next. With no need for complex training, the entire system was designed to ensure simplicity of use and employee engagement.

VOGSY is an All–in-one CRM and ERP system for global project teams. Multiple countries, multiple currencies, one resource pool - VOGSY makes it easy to set up new countries, track international projects, and connect multiple concurrent local finance packages. Create your Global multi-currency Single Source of Truth with unparalleled speed and ease and enjoy the benefits of having everything in one platform: - Report revenue, cost and margins for local offices, regions and consolidated worldwide - Hook up as many local accounting tools as you need for one global - yet localized - AR and AP proces - Don't miss out on cash with integrated billing schedules - Keep track of documents with our Drive integrations - Show revenue opportunities and their capacity impact without manual rework - Forecast revenue based on resource planning, not on guesswork - Natively inegrate with Microsoft 365 and Google Workspace

ITM Platform is the Project Portfolio Management software that bridges the gap between strategy and project management. With a mere two-week integration and an easy learning curve, you and your team members will be fully operational fast, giving you the project and work management tools you need to align your portfolio with the overall business strategy. ITM Platform offers robust control over the economics (costs and revenue) at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress companywide.

Profit.co is an AI-powered strategy execution platform that bridges the gap between high-level strategy and daily execution. Founded in Silicon Valley and headquartered in Texas, the company serves customers across 70 countries, ranging from agile startups to more than 50 Fortune 500 giants. The platform is architected around three critical organizational pillars to drive measurable results: 𝐏𝐥𝐚𝐧: Defines strategy through advanced OKR Software, Balanced Scorecards, Hoshin Kanri and Strategy Roadmaps to ensure total organizational alignment. 𝐏𝐫𝐨𝐜𝐞𝐬𝐬: Drives execution via Project Portfolio Management (PPM), Task Management, Timesheets, and structured Meeting tools. 𝐏𝐞𝐨𝐩𝐥𝐞: Aligning the human side of performance through Employee Engagement, Recognition, Pulse Surveys, 360-degree Feedback, and continuous Performance Management.

Planview ProjectPlace is an AI-powered collaborative work management product for PMOs, covering intake, governance, execution, collaboration, and portfolio reporting in one workspace. Built for teams across any business function, not just IT. Key capabilities: • Structured business-request intake with sizing, approval routing, and audit trail • Gantt planning, Kanban boards, timesheets, and document management with version control • Anvi AI: Activity Risk Summarizer, sentiment analysis, and Anvi Chat status generation • Portfolio connection to Planview Portfolios and PPM Pro, with calendar fidelity • External workspace access for vendors, contractors, and partners • Integrations with Microsoft Teams, Slack, Google Drive, SharePoint, Power BI, and DocuSign • ISO-27001 certified, AES-256 encryption, SSO, and role-based access • iOS and Android apps with offline access; available in 8 languages

Outdated business tools lead to chaos and poor productivity. Our free and easy-to-use web-based task management platform enables you to be more efficient. Create tasks and follow progress, view reports, create notes, all in a seamless workflow. Actionmint helps you to be more organized and productive. Are you an entrepreneur, business executive, or even a professional project manager? No matter which, you will find all the tools you need to organize your work, manage your projects, and find partners to collaborate with. With all basic task management features, we also provide time tracking, burn down charts as well as recurring task options. Take action and make your ideas happen today! In this day and age, security is of the utmost importance. All our plans include enterprise-grade 256-bit SSL encryption, which enables safe communication between your browser and our servers. Since your data is stored in the cloud, it is accessible from wherever you are.