This is my honest review of WorkStraight task management software for individuals and teams. I will be reviewing the tool by trying first the free version of the tool, and then upgrading it to one of the business plans with all features enabled.
There are very many tasks management systems out there. The competition is huge, so it helps to be the best at what you offer your users. Not all systems have the features your business needs so it helps to be able to try each of the promising ones and see which of them fits.
Here is a summarized list of my findings after trying both the free and the full version of WorkStraight management system for several days:
The first thing that I liked about this tool is how easy it is to start using the software. I found a Chrome app that was installed in seconds and gave me a nice looking dashboard with help messages on what to do. The only permission needed by the WorkStraight Chrome app was to display notifications in Chrome.
I quickly created my first Work Order to gather all pros and cons of the tool in order to be able to compare it to other task management software tools later. The process of creating tasks was intuitive, although I struggled a bit with finding a “create a work order” link. It was placed both at the top and at the bottom of the side menu, although the link at the top could have been bigger or more visible.
I signed up for the free account first. There are some options available in a free version, but not so many. There are no customization options and it can be used by only 1 user.
I went on and upgraded the plan up to a small business account with a 30 day free trial. The process was only two clicks away, and I didn’t need to use any credit card. Super easy!
Now was the time to create some dummy tasks and see how the system will operate with a phone app, calendar and notifications.
I started by creating a Work Order which can be either open or closed. Tasks are created within work orders. If you click on Work Orders then “Assigned To Me” you will see the work orders assigned. Tasks on work orders are optional, but the actual work order is required.
In order to change the tasks status one need to provide the Task Message. Within the message, the task status may be changed to “Not started”, “In progress”, “Completed”, “On hold” or “Refused”. You can also report hours worked. You will need to create a message for that.
Work Orders may be assigned to anyone, while tasks may be assigned only to people who are part of that particular Work Order. So you can have several tasks assigned to you in several Work Orders.
I have created several Work Orders for several people with accompanying tasks and completed several of them. The calendar showed work orders for some people but not for others. In the process I’ve checked my mail and saw a huge pile of notifications. I didn’t want all of them so I went on and switched them off. Unfortunately, I couldn’t choose which one to receive and which not to receive, the only options were to either receive all or none.
One of the great features as I think is a possibility to assign work orders to a particular customer. It did provide information about what work orders were created for this particular customer. Although I couldn’t see the difference between open and closed tasks for each customer.
After logging on as a customer I could see the work orders related to my problem as well as track the progress of the tasks. Customer dashboard gives your customers opportunity to track work progress in real time.
Overall I would give it 4 stars out of 5. This tool is looking good and have useful features. Some things were a little bit rigid so it wouldn’t be suitable for everybody. It will work great for businesses working with customer support.