Workboard Reviews in June 2025: User Ratings, Pros & Cons

Focus of outcomes and not hurdles, silos and current state.

What do you like best? Workboard and OKR methodology is all about a mindset shift. The Workboard team assisted with great training (that we rolled out to the entire company) then ongoing support for app usage. Their approach was that "speed is our friend", we committed and executed the change to OKR methodology fast and with great support. We are already seeing a much greater focus on outcomes and defining how to measure success. We have started the journey of shifting our mindset! What ...

Workboard

What do you like best? I have enjoyed the visibility and transparency that Workboard has allowed my team, we communicate concrete measures and actions toward the company goals and objectives. It is easy to stay on top of what my team is up to and when they are going off track. What do you dislike? The calendar option shows odd times and usually doesn't schedule my 1on1s correctly, so I manage the topics in workboard but end up setting an Outlook calendar meeting for each meeting ...

Critical for alignment and execution

What do you like best? The results. We've delivered profound results with Workboard. We are aligned as a team, so our people know what's most important and can thus operate autonomously with confidence that they're working on the most important initiatives. The Workboard team is fantastic. They are a professional team who bring to bear a unique and formidable set of experience and skills to get teams aligned and working through the product and methodology. What do you dislike? It's ...

Sr. Director, Strategic Program Mgmt.

What do you like best? The ability to manage the tactical day-to-day of an initiative and the strategic dash-boarding for an initiative in one place makes it significantly easier to lead an initiative. What do you dislike? While the visual/graphing capabilities for metrics are a nice feature, there are some limitations. Having said that - this is not meant to be a primary data / graphing tool. Recommendations to others considering the product: Workboard is a highly ...

Off to a good start!

What do you like best? I really enjoy the transparency across teams in my organization. By linking our OKR's, we have clear alignment and dependencies to show how each group can work independently, but also support our higher level objectives. The progress bar for how we're tracking towards completion of OKR's for the quarter is visible and quickly shows our wins and where additional focus is needed. I also enjoy that my entire team is marching toward the same OKR's and we're supporting ...

Great improvements and new features

What do you like best? -All my action items are in one place that are easily viewed on the week view. -Being able to send action items from Outlook to Workboard has been a tremendous life saver, as well as using the comments, notes and subaction features. -I can go through Workboard action items/tasks with my supervisor and check items off as we go, versus having to scramble and search for emails and files for review. -Workboard support and staff go above and beyond to help us ...

Works well as a collaboration tool for an accounting team

What do you like best? Workboard is simple to use, has the ability for schedule recurring tasks and to separate tasks across work streams (read functions) and teams (read companies within the group). Those were the main functions our team was looking for. We also liked the fact that: WB has a very responsive support team. The software has a bit of depth to it, but does not overwhelm. The structure is well done with a doing/reporting functions clearly separated, so the team ...

Workboard productivity

What do you like best? It lets me focus on my goals on a daily basis and keep track of what is really important. Additionally, my role is such that I need to work with every department within our organization. The ability to loop in specific people and departments along with the ability to receive real time updates is essential to keeping our company on track and making sure that we accomplish our goals. What do you dislike? I would like to see the mobility solution and meeting ...

Tracking made simple

What do you like best? There are several features in Workboard which are extremely helpful. I find the meeting feature to be most helpful to track action items, decisions and notes at the time of the meeting eliminating the need to type up minutes afterwords. In addition, tracking delegated items and having shared workstreams allows everyone on the team to know project status. Workboard has increased accountability of action items because of the assigned due date, notifications when items ...

Great for my small multifunctional team!

What do you like best? Workboard is a very intuitive, clean way for my small group to communicate with each other as well as for us to each manage their own workload. It is functional for each individual and managerial task assignment and follow up. It was particularly helpful when I had several new hires that were learning new roles within the company. I could create weekly tasks and regular tasks and easily follow up. It is very flexible and can be used as much as or as little as your ...