US BUYER’S GUIDE · 11 PRODUCTS

Project management

Which work platform helps our teams deliver reliably at the level of coordination we need?

Planning, collaboration, automation, and portfolio visibility for teams.

Research desk · Oct 20, 2026 · Methodology

YOUR SHORTLIST STARTS HERE

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Highest documented score first. Fit adds up the 28 feature checks below, including AI, across documented plans. Entry price does not include every capability. Unknown evidence appears as a range.

Product / good fit for	Pricing context	Documented fit	Next step
Asana Cross-functional teams linking projects to goals and capacity.	$10.99per user/month, annual billing · billed annuallyStarter	83–100/100 documented fit 83% evidence coverage	Full research →
Wrike Teams with formal delivery processes and resource or portfolio oversight.	$25.00per user/month, annual billing · billed annuallyBusiness	74–100/100 documented fit 74% evidence coverage	Full research →
ClickUp Teams consolidating several collaboration tools into one workspace.	$7.00per user/month, annual billing · billed annuallyUnlimited	72–100/100 documented fit 72% evidence coverage	Full research →
Smartsheet Operations and program teams comfortable with structured sheets and reports.	$9.00per member/month, annual billing · billed annuallyPro	67–100/100 documented fit 67% evidence coverage	Full research →
monday work management Operations teams that want to design workflows around structured boards.	See pricingseats plus AI creditsWork platform	66–100/100 documented fit 66% evidence coverage	Full research →
Notion Teams organizing project context, knowledge, and lightweight workflows together.	See pricingper member/month plus optional creditsBusiness for broad AI	61–100/100 documented fit 61% evidence coverage	Full research →
Flowlu Flowlu Service businesses managing the journey from sales to project delivery.	$9.00user/month · billed annuallyEssential	60–100/100 documented fit 60% evidence coverage	Full research →
Nifty Nifty Agencies coordinating project delivery, clients and internal discussion in one workspace.	$10.00member/month · billed annuallyPro per-member	57–100/100 documented fit 57% evidence coverage	Full research →
Plaky Plaky Teams replacing shared spreadsheets with structured boards and approvals by convention.	$3.99seat/month · billed annuallyPro	36–100/100 documented fit 36% evidence coverage	Full research →
SuiteDash SuiteDash Service firms wanting client portals, sales and delivery in one workspace.	$19.00workspace/monthStart	36–95/100 documented fit 41% evidence coverage	Full research →
Nozbe Nozbe Small teams coordinating recurring work and external project collaborators.	See pricingmember/monthPremium	18–100/100 documented fit 18% evidence coverage	Full research →

BEYOND A FEATURE CHECKMARK

How deep does the capability go?

Choose up to 3 for a closer look →

28 weighted checks: core capabilities contribute 32 points and workflow depth contributes 68. AI is included at the weight shown for this category. Expand Evidence for scope and sources, or ask for the same demonstration from each supplier.

Show checksShowing fewer rows does not change the score.

Project management features for all 11 products
Feature / base weight	Asana 83–100/100 documented fit Core capabilities24.8–32 / 32 pts8/10 checks with established status Workflow depth58–68 / 68 pts14/18 checks with established status	Wrike 74–100/100 documented fit Core capabilities25.6–32 / 32 pts8/10 checks with established status Workflow depth48–68 / 68 pts10/18 checks with established status	ClickUp 72–100/100 documented fit Core capabilities28.8–32 / 32 pts9/10 checks with established status Workflow depth43.2–68 / 68 pts9/18 checks with established status	Smartsheet 67–100/100 documented fit Core capabilities22.4–32 / 32 pts7/10 checks with established status Workflow depth44.8–68 / 68 pts9/18 checks with established status	monday work management 66–100/100 documented fit Core capabilities28.8–32 / 32 pts9/10 checks with established status Workflow depth37.6–68 / 68 pts8/18 checks with established status	Notion 61–100/100 documented fit Core capabilities27.2–32 / 32 pts8/10 checks with established status Workflow depth33.6–68 / 68 pts7/18 checks with established status	Flowlu 60–100/100 documented fit Core capabilities29.6–32 / 32 pts9/10 checks with established status Workflow depth30.4–68 / 68 pts6/18 checks with established status	Nifty 57–100/100 documented fit Core capabilities29.6–32 / 32 pts9/10 checks with established status Workflow depth27.2–68 / 68 pts6/18 checks with established status	Plaky 36–100/100 documented fit Core capabilities24.8–32 / 32 pts7/10 checks with established status Workflow depth11.2–68 / 68 pts2/18 checks with established status	SuiteDash 36–95/100 documented fit Core capabilities19.6–30 / 32 pts6/10 checks with established status Workflow depth16.4–65.2 / 68 pts4/18 checks with established status	Nozbe 18–100/100 documented fit Core capabilities12–32 / 32 pts3/10 checks with established status Workflow depth6.4–68 / 68 pts1/18 checks with established status
Core capabilityTasks and structured work4 points · Organize project tasks or work items in a plan.	Supported4 / 4 pts Evidence Project tasks are organized in shared plans. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Projects and configured workflows organize work. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Tasks and custom fields organize project work. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Table and board views organize work. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Boards organize work items. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Database tasks and subtasks are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Project tasks and ownership. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Tasks, subtasks and milestones. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Owners, due dates and custom fields. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Tasks, phases and templates. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Tasks include owner and due date. Official documentation · Oct 20, 2026Source
Core capabilityTimeline or dependency planning4 points · Plan dates or dependencies in timeline, Gantt or dependency views.	Supported4 / 4 pts Evidence Timeline, Gantt and dependencies are explicitly documented. Official documentation · Oct 15, 2026Source	Not verified0–4 / 4 pts Evidence The reviewed documentation does not establish timeline or dependency planning at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported4 / 4 pts Evidence Gantt planning is documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Gantt and calendar planning are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Timeline and Gantt views are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Task dependencies are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Dependencies and automatic scheduling. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Linked tasks and milestones. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Gantt dates and timeline; dependency cascade remains unverified. Official documentation · Oct 20, 2026Source	Limited2 / 4 pts Evidence Pinnacle; excludes Super Admin tasks. Official documentation · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkDependency-aware rescheduling5.6 points · Move linked task dates or identify downstream impact when a predecessor changes. Ask for a demonstration Delay a predecessor and show which dependent dates or warnings change. A scenario to run with the supplier; not a completed product test.	Supported5.6 / 5.6 pts Evidence Dependency preferences shift connected task dates and preview changes; dates and dependency relationships must be configured. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Dependent tasks reschedule with predecessors; approvals record approve/change-request decisions in the work review flow. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence The Reschedule Dependencies ClickApp automatically moves tasks linked by dependency relationships. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence With dependencies enabled, changing a predecessor's dates recalculates dependent task dates. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Gantt dependencies adjust downstream tasks after a schedule change when the dependency configuration is enabled. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Dependency settings can shift connected task dates while maintaining the gap between tasks. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Dependencies and automatic scheduling. Official documentation · Oct 20, 2026Source	Supported5.6 / 5.6 pts Evidence Cascade downstream dates. Official documentation · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Limited2.8 / 5.6 pts Evidence Linked dates; Super Admin excluded. Official documentation · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkBaseline or planned-versus-actual tracking6.4 points · Compare a saved or planned schedule with current progress or actual dates. Ask for a demonstration Save a plan, change delivery dates and show the variance from the original plan. A scenario to run with the supplier; not a completed product test.	Supported6.4 / 6.4 pts Evidence Gantt view supports a dated project baseline for comparing the current schedule with its earlier state. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Wrike's January 2026 release documents Gantt snapshots and baselines for comparing schedule states. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Gantt baselines save start/end-date snapshots and compare current task dates against the saved plan. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Baselines preserve planned start and finish dates and expose variance against the current schedule. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Gantt snapshots compare current dates with a saved baseline; Pro or Enterprise applies. Official documentation · Oct 15, 2026Source	Not verified0–6.4 / 6.4 pts Evidence The reviewed evidence does not establish this advanced behavior: baseline or planned-versus-actual tracking. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Advanced project baseline comparison. Official documentation · Oct 20, 2026Source	Not verified0–6.4 / 6.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–6.4 / 6.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–6.4 / 6.4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–6.4 / 6.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityDiscussion attached to work4 points · Discuss work through comments, updates or project chat.	Supported4 / 4 pts Evidence Comments are attached to shared project work. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Shared work supports team collaboration. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Chat and work collaboration are documented. Official documentation · Oct 15, 2026Source	Not verified0–4 / 4 pts Evidence The reviewed documentation does not establish discussion attached to work at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported4 / 4 pts Evidence Work updates and guest participation are supported. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Comments support collaboration. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Shared files and comments. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Threaded project conversations. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Task comments. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Separate client/team discussions. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Comments stay with the task. Official documentation · Oct 20, 2026Source
Core capabilityShared documents or review4 points · Collaborate on documents, attachments or reviewable work within a project.	Not verified0–4 / 4 pts Evidence The reviewed documentation does not establish shared documents or review at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported4 / 4 pts Evidence Review workflows support collaboration on deliverables. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Shared docs are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Contributors can collaborate using shared reports. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Collaborative docs are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Collaborative documents are documented. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Shared files and comments. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Documents and file attachments. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Task file attachments. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Shared files. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence Attach files to task comments. Official documentation · Oct 20, 2026Source
Depth checkWork or document version history5.6 points · Inspect prior task/document values or restore an earlier version. Ask for a demonstration Change shared project content and show the previous version and restoration options. A scenario to run with the supplier; not a completed product test.	Supported5.6 / 5.6 pts Evidence Task activity history records description, assignee, due-date and other changes. This establishes history inspection, not universal restoration. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Description version history lets users inspect prior versions and restore selected content. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Doc/item permissions explicitly scope guest access; authorized viewers can inspect Doc history. Official documentation · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Cell history records previous values, editors and times. The activity log provides broader sheet activity on supported plans. Official documentation · Oct 15, 2026Source	Not verified0–5.6 / 5.6 pts Evidence The reviewed evidence does not establish this advanced behavior: work or document version history. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Supported5.6 / 5.6 pts Evidence Page version history supports inspection and restoration; retention ranges from seven days to unlimited depending on plan. Official documentation · Oct 15, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–5.6 / 5.6 pts Evidence Recurring snapshots; general version restoration unverified. Not verified · Oct 20, 2026Source
Depth checkScoped external-collaborator access6.4 points · Limit an external collaborator to selected work while protecting unrelated project information. Ask for a demonstration Invite a test guest to one project and show that another project remains inaccessible. A scenario to run with the supplier; not a completed product test.	Supported6.4 / 6.4 pts Evidence Team and project sharing scopes visibility; limited-access collaborators cannot access unrelated unshared team work. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Guest reviewers see only files assigned for approval, with controls for download, internal comments and access expiry; they cannot browse other project data. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Doc/item permissions explicitly scope guest access; authorized viewers can inspect Doc history. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Sharing permissions apply to specific sheets, reports and workspaces, with viewer, commenter, editor and administrator roles. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Board types and permissions control access to shared work; account policies cap workspace and board permissions. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Guests are invited to individual pages, rather than becoming workspace members. Page-sharing permissions govern the content they can access. Official documentation · Oct 15, 2026Source	Supported6.4 / 6.4 pts Evidence Field/action-scoped guest roles. Official documentation · Oct 20, 2026Source	Supported6.4 / 6.4 pts Evidence Guests excluded from uninvited projects. Official documentation · Oct 20, 2026Source	Supported6.4 / 6.4 pts Evidence Private boards and limited editing. Official documentation · Oct 20, 2026Source	Supported6.4 / 6.4 pts Evidence Separate client/team discussions. Official documentation · Oct 20, 2026Source	Supported6.4 / 6.4 pts Evidence Project-only guest access; editing restricted. Official documentation · Oct 20, 2026Source
Core capabilityTriggered workflow automation3.2 points · Run configured steps when a task or project event occurs.	Supported3.2 / 3.2 pts Evidence Rules and workflow builder automate steps. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Configurable workflow automation is documented. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Workflow automation has plan-specific allowances. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Pro includes 250 automations per month. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Automations consume plan-specific action allowances. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Database automations and Custom Agents have paid-plan boundaries. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Conditional and delayed automation. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Event-based rule builder. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Board event triggers. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Won deal creates delivery. Official documentation · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityAutomated routing or approvals3.2 points · Automatically route work, assign it or initiate a review/approval.	Not verified0–3.2 / 3.2 pts Evidence The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Agents can route work and initiate approvals. Official documentation · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Custom Agents can route tasks, with Business/Enterprise and credit requirements. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Task-owner approval stage. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Rule actions assign work and change status. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Automations assign work and update status. Official documentation · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkMultiple-condition workflow rules4.8 points · Combine conditions before a workflow changes or routes work. Ask for a demonstration Create a rule for an overdue high-priority item and show that a low-priority item does not trigger it. A scenario to run with the supplier; not a completed product test.	Supported4.8 / 4.8 pts Evidence Rules support multiple conditions and ordered branches for different actions. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Automation condition filters combine status, assignee, effort and custom-field requirements before actions run. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Automations support multiple conditions within a trigger/action rule; action allowances and plan limits apply. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Workflow condition blocks support multiple filters and branching paths to control which rows cause subsequent actions. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Workflows support If/Else and multiple conditional branches before actions execute. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Database automations support multiple triggers, all/any conditions and actions on matching pages. An automation cannot trigger another automation; some edit triggers use a short matching window. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Conditional and delayed automation. Official documentation · Oct 20, 2026Source	Supported4.8 / 4.8 pts Evidence Multiple rule conditions and actions. Official documentation · Oct 20, 2026Source	Supported4.8 / 4.8 pts Evidence Multiple conditions per automation. Official documentation · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkApproval outcomes in the workflow4.8 points · Capture approval/rejection or requested changes and use that result to advance or reroute work. Ask for a demonstration Reject an approval request and show the item returning to its owner with the decision recorded. A scenario to run with the supplier; not a completed product test.	Supported4.8 / 4.8 pts Evidence Approval tasks record formal decisions and rules can continue the workflow on approval. Official documentation · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Dependent tasks reschedule with predecessors; approvals record approve/change-request decisions in the work review flow. Official documentation · Oct 15, 2026Source	Not verified0–4.8 / 4.8 pts Evidence The reviewed evidence does not establish this advanced behavior: approval outcomes in the workflow. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Supported4.8 / 4.8 pts Evidence Approval requests pause workflows for an approve/decline decision. Subsequent conditions can act on the recorded approval status. Official documentation · Oct 15, 2026Source	Not verified0–4.8 / 4.8 pts Evidence The reviewed evidence does not establish this advanced behavior: approval outcomes in the workflow. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Not verified0–4.8 / 4.8 pts Evidence The reviewed evidence does not establish this advanced behavior: approval outcomes in the workflow. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–4.8 / 4.8 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityCross-project portfolio visibility2.4 points · See or report across multiple projects in one view.	Supported2.4 / 2.4 pts Evidence Portfolios require a higher tier. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Portfolio features require advanced tiers. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Portfolio scope depends on tier. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Portfolio features require Enterprise+. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Cross-board reporting varies by tier. Official documentation · Oct 15, 2026Source	Not verified0–2.4 / 2.4 pts Evidence The reviewed documentation does not establish cross-project portfolio visibility at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Advanced portfolio. Official documentation · Oct 20, 2026Source	Supported2.4 / 2.4 pts Evidence Portfolio/overview access documented. Official documentation · Oct 20, 2026Source	Supported2.4 / 2.4 pts Evidence Paid multi-board dashboards. Official documentation · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityResource or workload planning2.4 points · Review or allocate team capacity across work.	Supported2.4 / 2.4 pts Evidence Resource/workload features require a higher tier. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Advanced resource planning is tier-dependent. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Workload scope depends on tier. Official documentation · Oct 15, 2026Source	Not verified0–2.4 / 2.4 pts Evidence The reviewed documentation does not establish resource or workload planning at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Capacity features vary by tier. Official documentation · Oct 15, 2026Source	Not verified0–2.4 / 2.4 pts Evidence The reviewed documentation does not establish resource or workload planning at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Supported2.4 / 2.4 pts Evidence Available hours versus assigned effort. Official documentation · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkCapacity and overload visibility3.2 points · Compare allocated work with individual or team capacity and identify overload. Ask for a demonstration Over-allocate a person across two projects and show where the conflict appears. A scenario to run with the supplier; not a completed product test.	Supported3.2 / 3.2 pts Evidence Advanced portfolios track cross-project status/timelines and workload displays team bandwidth for rebalancing. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Professional Services supports task-to-project custom-field rollups and workload charts across projects, with overload visibility and redistribution of assigned effort. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Workload view compares assigned effort against per-person capacity and highlights under/over-allocation. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Workload tracking displays allocation across enabled projects and highlights over-capacity assignments. Availability depends on the plan and resource configuration. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Workload compares assigned effort with working schedules or custom capacity and highlights overload across connected boards. Available on Pro and Enterprise. Official documentation · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence The reviewed evidence does not establish this advanced behavior: capacity and overload visibility. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Overload indicators and reassignment. Official documentation · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkPortfolio progress or metric rollups4 points · Aggregate progress, dates or configured measures from multiple projects into a portfolio report. Ask for a demonstration Change a project measure and show the corresponding portfolio total or status update. A scenario to run with the supplier; not a completed product test.	Supported4 / 4 pts Evidence Advanced portfolios track cross-project status/timelines and workload displays team bandwidth for rebalancing. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Professional Services supports task-to-project custom-field rollups and workload charts across projects, with overload visibility and redistribution of assigned effort. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Portfolio cards aggregate progress across selected Folders and Lists and respect viewers' item access. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Portfolio reports aggregate project information across portfolios and Control Center programs. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Enterprise project boards connect to portfolios for multi-project progress and health review. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Relations and rollups aggregate properties from related database pages; teams can configure a project database to summarize linked tasks. Official documentation · Oct 15, 2026Source	Not verified0–4 / 4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Dashboard aggregate views; drill-through evidence incomplete. Not verified · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityAI work summaries or content2.4 points · Generate or summarize content using work or project context.	Supported2.4 / 2.4 pts Evidence AI generates summaries of work. Official documentation · Oct 15, 2026Source	Not verified0–2.4 / 2.4 pts Evidence The reviewed documentation does not establish ai work summaries or content at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Brain supports writing and work summaries. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Smart Assist explains sheets and supports conversational work. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Sidekick provides work assistance and AI content classification. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Notion AI can answer knowledge questions and prepare recurring status reports. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Zoom meeting summaries; external integration. Official documentation · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established by reviewed sources. Not verified · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Core capabilityAI-driven work actions2.4 points · Use AI to classify, update, route or execute steps on work items.	Supported2.4 / 2.4 pts Evidence AI Studio executes workflow steps within account credit allowances. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence AI agents classify, route and start approvals; Business/Pinnacle/Apex and administrator enablement apply. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence AI fields and agents use the selected AI package and credits. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Smart Assist sheet updates and AI columns depend on the applicable plan and administrator settings. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence AI columns, agents and workflows use the shared credit model. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Custom Agents run scheduled/triggered work with workspace credits and connected-tool limits. Official documentation · Oct 15, 2026Source	Supported2.4 / 2.4 pts Evidence Read/write CRM and projects. Official documentation · Oct 20, 2026Source	Supported2.4 / 2.4 pts Evidence Orbit converts discussion into assigned tasks. Official documentation · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Supported2.4 / 2.4 pts Evidence Predefined action selection. Official documentation · Oct 20, 2026Source	Not verified0–2.4 / 2.4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkAI respects work-access boundaries3.2 points · Document that AI uses only work the requester or configured agent can access. Ask for a demonstration Ask AI about a restricted project as a guest and show the boundary. A scenario to run with the supplier; not a completed product test.	Supported3.2 / 3.2 pts Evidence AI Teammates and Dash use the triggering user's connected-app access; the integration cannot see or do more than that user. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence AI agents run within configured locations and allowed actions, with per-action filters and administrator-controlled scope. Review these permissions before enabling an agent. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Super Agents have configured access and toolsets; disabling the Docs toolset prevents document edits. Agent-shared private data can appear to people allowed to trigger the agent, so scope both agent access and sharing. Official documentation · Oct 15, 2026Source	Not verified0–3.2 / 3.2 pts Evidence The reviewed evidence does not establish this advanced behavior: ai respects work-access boundaries. Request the demonstration above; absence of public evidence does not establish absence of the feature. Not verified · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Agent configuration scopes access to selected boards and distinguishes read-only access from editing/adding records; agent availability depends on the platform product. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Custom Agents operate on explicitly granted pages, databases and tools; owners review access and tool permissions before publishing. Agent sharing must be considered separately from source-page sharing. Official documentation · Oct 15, 2026Source	Supported3.2 / 3.2 pts Evidence Uses API-key permissions. Official documentation · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence MCP respects user permissions and token scopes. Official documentation · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Supported3.2 / 3.2 pts Evidence Allowed fields only. Official documentation · Oct 20, 2026Source	Not verified0–3.2 / 3.2 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkReview or scope AI work-changing actions4 points · Require approval or explicitly configure which work-changing actions an AI assistant/agent may perform. Ask for a demonstration Ask AI to update a task and show the review step or configured action permissions. A scenario to run with the supplier; not a completed product test.	Supported4 / 4 pts Evidence AI Teammates prepare or edit rules through the rule builder; a person reviews and publishes the changes. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence AI agents run within configured locations and allowed actions, with per-action filters and administrator-controlled scope. Review these permissions before enabling an agent. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Super Agents have configured access and toolsets; disabling the Docs toolset prevents document edits. Agent-shared private data can appear to people allowed to trigger the agent, so scope both agent access and sharing. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Generated formulas or text appear in an output preview; the user chooses the destination cells and applies the result. This is a review-and-apply workflow, not autonomous project editing. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Agent configuration scopes access to selected boards and distinguishes read-only access from editing/adding records; agent availability depends on the platform product. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Custom Agents operate on explicitly granted pages, databases and tools; owners review access and tool permissions before publishing. Agent sharing must be considered separately from source-page sharing. Official documentation · Oct 15, 2026Source	Supported4 / 4 pts Evidence Write confirmation required. Official documentation · Oct 20, 2026Source	Supported4 / 4 pts Evidence MCP defaults read-only; owner explicitly scopes permitted writes. Official documentation · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source	Supported4 / 4 pts Evidence Optional Wingman approval. Official documentation · Oct 20, 2026Source	Not verified0–4 / 4 pts Evidence Not established in the reviewed documentation. Not verified · Oct 20, 2026Source
Depth checkKeep one task synchronised across multiple projects2.5 points · Demonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Supported2.5 / 2.5 pts Evidence One task stays synchronised across multiple projects. Documented for Personal, Starter, Advanced, Enterprise and Enterprise+. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkIdentify the project's critical path2.5 points · Demonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkRegenerate recurring work after completion2.5 points · Demonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Supported2.5 / 2.5 pts Evidence Completing recurring work creates its next occurrence. Recurring tasks; comments are not copied into the next instance. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkProtect public intake forms against automated spam2.5 points · Demonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkRecover accidentally deleted tasks or projects2.5 points · Demonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Supported2.5 / 2.5 pts Evidence Deleted tasks and projects have recovery workflows. Deleted-item recovery within documented retention and permissions; not permanent deletion. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkCalculate task metrics with formula fields2.5 points · Demonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Supported2.5 / 2.5 pts Evidence Formula fields calculate values from task data. Formula custom fields; exact current plan entitlement not established. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkLink dependencies between separate projects2.5 points · Demonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source
Depth checkDelegate an absent project approver's decisions2.5 points · Demonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. Ask for a demonstration Demonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test.	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source	Not verified0–2.5 / 2.5 pts Evidence This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source

WHAT WE MEASURE

The criteria behind the score.

The established 20 checks contribute 80 points. Eight new operational checks contribute 20 points. AI checks are included in their own group and are excluded when AI priority is set to zero. These assess documented capability scope, not measured performance. Adjust group priorities in the comparison tool.

See the complete calculation →

Planning & dependencies 20%
Plans need ownership and realistic dependencies.
Team collaboration 20%
Discussion and documents should stay attached to work.
Workflow automation 16%
Repeatable routing reduces manual coordination.
Portfolio & capacity 12%
Cross-project visibility matters as work scales.
AI work assistance 12%
Useful AI should operate on relevant work with clear limits.
Operational detail 20%
Specific workflow, integration and control checks beyond the established rubric.

THE PRACTICAL BUYER’S GUIDE

How to choose project management.

Project software becomes useful when it clarifies ownership, dependencies, and decisions. A small team coordinating a few deliverables needs a different system from a services company allocating people across dozens of client projects. Start with the unit of work you manage: a task, a recurring request, a campaign, a project, or a portfolio. Then identify where discussions, documents, approvals, and status reporting should live. A rich platform can support several styles, but it still needs shared conventions. Our comparison separates planning, collaboration, automation, portfolio visibility, and AI so a writing assistant cannot substitute for the operational capabilities your team needs.

Pilot an actual project, not an empty template

Choose a recent project with a deadline change, external collaborator, approval, and blocked task. Recreate it in each finalist, then ask team members to update their own work without a specialist guiding every click. Check whether a dependency change reaches the relevant owner and whether stakeholders can understand status without editing the plan. Capture the setup effort as well as the result. The best fit is not necessarily the product with the most views; it is the one your team can maintain consistently. Decide which existing tools it will replace and which it must keep connected before estimating savings.

Model seats, guests, automation, and growth

Count editors, administrators, occasional contributors, and external guests separately. Ask which actions convert a collaborator into a paid seat and how seat additions are billed. Then size automation runs, attachment storage, cross-project reporting, and portfolio capacity. A free plan may suit a personal project while an organization's approval or identity requirements trigger a different tier. Compare annual and monthly commitments on the same basis, and include implementation time for templates and integrations. For growing teams, test the next operating stage as well: a platform that works for one department may need stronger ownership rules when five departments share it.

Give AI a measurable job

Evaluate AI against a specific task: summarize overdue work with sources, draft a project brief from approved information, triage incoming requests, or prepare a status update. Check whether it can actually update work or only produce text. Ask who reviews actions and how permissions apply across connected apps. Separate conversational AI access from automated agent credits, meeting transcription allowances, and workflow action limits. Those units are not interchangeable. In a pilot, compare the AI output with the underlying tasks and record the corrections required. A persuasive summary is useful only if the owners, dates, dependencies, and decisions are accurate.

What changes the total cost?

Paid members, guest conversion rules, seat minimums, and billing term.
Portfolio, resource, integration, and enterprise identity features.
AI credits, meeting allowances, workflow actions, and template setup.

Where purchases go wrong

Choosing by number of views rather than the team's actual delivery workflow.
Ignoring occasional collaborators who become billable members.
Treating included AI trials as unlimited ongoing production usage.

Bring these questions to the demo

Show what happens when a dependent task slips by a week.
Which actions make a guest or contributor billable?
Can a manager see capacity across every relevant project?
Show the sources and credit usage for an AI-generated status update.

Questions buyers ask

Do we need a portfolio tool for a small team?

Only if decisions span multiple projects. A simple shared plan may be enough until capacity and dependencies cross team boundaries.

Can a document workspace manage projects?

It can, especially for knowledge-centered work. Test dependencies, reporting, and resource allocation rather than assuming a database view provides them all.

Does AI change the comparison score?

Yes, documented AI contributes 15% of the default feature-fit model. The other 85% reflects the category's operating needs.

Project management

Compare the options.

Asana

Wrike

ClickUp

Smartsheet

monday work management

Notion

Flowlu

Nifty

Plaky

SuiteDash

Nozbe