Workbook Project Management Tool | Features, Pricing, User Reviews, Alternatives & More

Workbook is a project management and financial software designed for creative and marketing teams. It offers features like task management, resource planning, and invoicing, providing a complete solution for managing projects and financials in one platform.

Year Founded & Location

Workbook is sold by Deltek, which was founded in 1984. Deltek is presently headquartered in Copenhagen, Denmark.

Core Features

Feature Description Feature Availability Customization Options Supported Platforms Collaboration Features Security Measures
Task Management Organize tasks with a robust wiki and document management system. Free, Standard, Premium High Web Document collaboration, Task tracking Two-factor authentication
Project Tracking Utilize pages and spaces to manage and monitor project milestones. Standard, Premium Moderate Web Page templates, Space management Role-based access
Team Collaboration Facilitate team communication with integrated wiki pages and comment features. All plans High Web Wiki pages, Inline comments Data encryption
Custom Workflows Create tailored workflows using customizable page templates. Premium High Web Custom templates Secure data storage
Reporting & Analytics Generate insights and track project progress through built-in reporting tools. Premium Low Web Activity reports, Progress dashboards Data encryption

Languages Supported

Workbook supports the following languages:

  • English

Pricing

Plan Price
Free Basic
Standard $15 per user/month
Professional $25 per user/month
Enterprise Custom pricing

Customer Support Options

  • Help Center
  • Email Support
  • Live Chat
  • Webinars

Workbook Alternatives

Smartsheet, Monday.com, ClickUp, Wrike, Asana

Mobile App

Workbook offers a mobile app available on both iOS and Android, providing key features for managing tasks on the go.

Workbook User Reviews

Powerful CRM and project management, effective for teams, higher pricing, strong customer support