Automation is Efficiency

Drive productivity. Increase transparency. Accelerate project delivery.

Powerful workflow automation to accelerate complex project delivery.

1. Lease Agreement
E2453D48-3A39-4C99-937F-7D308DC6FA1BCreated with sketchtool.Contracts & Leases
8D55BF17-D5FE-46C6-9F20-8E315FBE80C6Created with sketchtool. Client Services Contracts.pdf
CF5B92DE-342E-4E96-B52B-EFB984390B92Created with sketchtool.2. Phase 2
CF5B92DE-342E-4E96-B52B-EFB984390B92Created with sketchtool.3. Phase 3
F24EFD6E-246B-4B7F-9649-AF60A6680CC8Created with sketchtool.
Open
Review lighting options
49E9D7A7-0228-4F16-B621-3C2F3F124616Created with sketchtool.Jun 10 - Jun 15
EE45C308-4D41-4C8C-8574-47D3E58C50C9Created with sketchtool.1
44D7DC18-FB16-468F-9664-BB06758F332ECreated with sketchtool.3
FE8568AD-5447-4260-AF72-0C46BC7E4296Created with sketchtool.5
F97DA0E6-56A2-4FB6-BBB9-A065F41173ACCreated with sketchtool.1

Gain Instant Insights

One glance at your project dashboard will surface the status of each initiative and key areas of risk.

  • Custom fields enable powerful reporting on the metrics that matter most to you.
  • Save and export custom views for internal reporting or to share with your team.
1003 Broadway - Lease Renewal
1. lease
25 / 50
110 Sutter 6th Floor - Remodel
1. lease
25 / 50
Downtown Office
1. lease
25 / 50
110 Sutter St
6th Floor
PH: 555-555-3425
FAX: 555-343-5346
Budget
$934,000.00
RSF
50,456
CF5B92DE-342E-4E96-B52B-EFB984390B92Created with sketchtool.
1. Project Kickoff
06/19/18
06/28/18
T1
Team Meeting
06/28/18
06/30/18
T2
Review Project Scope
06/31/18
07/03/18
T3
Initial Test Fit
07/05/18
07/28/18
T4
Review Initial Test Fit
07/29/18
08/28/18
T5
Approve Initial Test Fit
08/19/18
09/28/18
Open
In progress
Blocked
Completed

Seize the Day

Always know exactly what it takes to win the day. Sort and prioritize your most important tasks, follow-ups and communications across all projects.

  • Powerful, personalized dashboards show you exactly what you need to know.
  • Triggers and alerts notify you of the most important changes, in real-time.

Standardize Your Process

Use Templates to structure and refine your processes. Then enjoy the ease of one-click project setup and benchmark your initiatives to further optimize your process.

1
CF5B92DE-342E-4E96-B52B-EFB984390B92Created with sketchtool.
New Phase
2
T1

F24EFD6E-246B-4B7F-9649-AF60A6680CC8Created with sketchtool.
New Task
  • 1C6CDE1B-3834-40B1-B0BF-07828C4299F4Created with sketchtool.Date Requested
  • 2AF5809B-4593-41DA-BFFC-858C5DEC2D93Created with sketchtool.Landlord Name
  • D92E72F6-E52C-4BAD-9009-A73200186227Created with sketchtool.Lease Type
  • 828AC096-897C-4FFD-8F6D-49F836BDC399Created with sketchtool.Price per square foot
  • EDCE3D13-0EA4-4B75-B714-4CF5545B3997Created with sketchtool.Rentable Sq Ft
  • 828AC096-897C-4FFD-8F6D-49F836BDC399Created with sketchtool.Target Budget Amount
January 2019
Sun
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Thu
Fri
Sat
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Assign task to...
  • Ada Underwood
    87579EBA-1760-4B3E-AF29-19A175601800Created with sketchtool.
  • Alejandro Owens
    06A73EA7-D962-497E-9213-FEA283BA69A6Created with sketchtool.
  • Clayton Sims
    87579EBA-1760-4B3E-AF29-19A175601800Created with sketchtool.
  • Cornelia Kelly
    06A73EA7-D962-497E-9213-FEA283BA69A6Created with sketchtool.
  • Donald Gonzalez
    87579EBA-1760-4B3E-AF29-19A175601800Created with sketchtool.
  • Georgia Stevenson
    06A73EA7-D962-497E-9213-FEA283BA69A6Created with sketchtool.
  • Heather Logan
    87579EBA-1760-4B3E-AF29-19A175601800Created with sketchtool.

Visualize Project Timelines

Know exactly where your project stands and understand critical dependencies between tasks. Filter your timeline by priority, team member or project phase for an even more detailed view.

  • Know exactly where your project stands and understand next steps.
  • Filter and sort to create custom schedule views.
Today

2. Vendor Selection
Interview vendors
Select vendors
3. Site Selection
Site Tour
Review Budget
Site Selection
Open
Review lighting options
49E9D7A7-0228-4F16-B621-3C2F3F124616Created with sketchtool.Jun 10 - Jun 15
EE45C308-4D41-4C8C-8574-47D3E58C50C9Created with sketchtool.1
44D7DC18-FB16-468F-9664-BB06758F332ECreated with sketchtool.3
FE8568AD-5447-4260-AF72-0C46BC7E4296Created with sketchtool.5
F97DA0E6-56A2-4FB6-BBB9-A065F41173ACCreated with sketchtool.1
Open
Update test fit to reflect new lighting options
49E9D7A7-0228-4F16-B621-3C2F3F124616Created with sketchtool.Jun 10 - Jun 15
EE45C308-4D41-4C8C-8574-47D3E58C50C9Created with sketchtool.1
44D7DC18-FB16-468F-9664-BB06758F332ECreated with sketchtool.3
FE8568AD-5447-4260-AF72-0C46BC7E4296Created with sketchtool.5
F97DA0E6-56A2-4FB6-BBB9-A065F41173ACCreated with sketchtool.1
Open
Approve finalized test fit
49E9D7A7-0228-4F16-B621-3C2F3F124616Created with sketchtool.Jun 10 - Jun 15
EE45C308-4D41-4C8C-8574-47D3E58C50C9Created with sketchtool.1
44D7DC18-FB16-468F-9664-BB06758F332ECreated with sketchtool.3
FE8568AD-5447-4260-AF72-0C46BC7E4296Created with sketchtool.5
F97DA0E6-56A2-4FB6-BBB9-A065F41173ACCreated with sketchtool.1

Keep Things in Context

Complex projects involve a lot of documentation. Workframe makes it easy to incorporate your documents, providing a complete system of record for your project. What’s more, the ability to associate tasks with documents means that you’ll never need to waste time searching for email attachments.

  • Sync your documents, then link them into your workflow with tasks and approvals.
  • Annotate documents with reference points and tasks to contextualize everything.

Preserve Confidentiality

Workframe has built-in permissions at every level of the platform to ensure that every member of your team can access only the projects, documents and tasks that they’re supposed to see.

  • Ensure team members see only projects they’re assigned to.
  • Permission individual documents and tasks within projects.
  • Avery Newman
    Admin
    CEO
  • Bradly Ramos
    Admin
    Project Manager
  • Maria Bianco
    Architect
  • Warren Taylor
    Contractor
5237FBD0-195D-4062-BEB6-C096669F28AECreated with sketchtool.
8D55BF17-D5FE-46C6-9F20-8E315FBE80C6Created with sketchtool.Private document
F24EFD6E-246B-4B7F-9649-AF60A6680CC8Created with sketchtool.Private task
Public viewing off