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Top Rated Document Management Software with Task Management in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Task management in document management software allows users to create, assign, and track tasks, ensuring projects stay organized and on schedule. It enhances collaboration, improves productivity, and helps meet deadlines by providing reminders and notifications. Our reviewers in document management software rated this feature as important.

6 Best Document Management Software with Task Management

Product
User rating
Starting price
Autodesk Construction Cloud logo
4.3
(2.2K)
Empty state illustration for "No pricing info"

No pricing info

Box logo
4.4
(5.6K)
20
per user/per month
Google Workspace logo
4.7
(17.4K)
7
per user/per month
Jotform logo
4.7
(2.7K)
39
flat rate/per month
Confluence logo
4.5
(3.6K)
5.42
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month

See other top Document Management products with task management

How we picked the 6 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Document Management software category. They also needed to have sufficient reviews about task management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for task management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 6 best products

Autodesk Construction Cloud logo
Reviews Sentiment
 
 
 
1-2(43)
3-4(1,101)
5(1,059)
Key Features
Secure Data Storage
Document Storage4.6

User insights about the task management feature

Reviewers feel that Autodesk Construction Cloud's task management is robust and flexible, offering tools like task assignment, progress tracking, and Gantt charts. They highlight its efficiency in managing construction tasks, improving project organization, and enhancing communication and collaboration among team members.
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“It helps to create and assign task, set deadline and track progress. Team members can also create task for themselves and track also. It also have chart that displays all tasks and their dependencies helps visualize the project schedule and adjust tasks as needed”
Verified reviewer profile picture

sunny p.

Designer

“Overall, the task management feature in Autodesk Construction Cloud provides a robust and flexible set of tools for managing tasks and workflows for construction projects. By centralizing task management within the platform, teams can improve communication, collaboration, and productivity, ultimately leading to more successful project outcomes”
sk

samuel k.

Draft'sman

Starting price
Empty state illustration for "No pricing info"

No pricing info

Pros and Cons based on 2,203 verified reviews
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Effective collaboration features

Efficient field operations

Enhanced team collaboration

Comprehensive plan management

Streamlined BIM project management

Slow performance issues

Problematic issue management

High cost barrier

Inconsistent cloud syncing

Cumbersome file upload process

See pros and cons details
Box logo
Reviews Sentiment
 
 
 
1-2(167)
3-4(2,280)
5(3,175)
Key Features
Secure Data Storage4.7
Document Storage4.7

User insights about the task management feature

Users report that Box's task management capabilities include creating and assigning tasks, setting deadlines, and tracking progress. They appreciate the drag-and-drop feature for ease of use and the ability to collaborate with team members. Reviewers find it helpful for ensuring everyone is aligned and tasks are completed on time.
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“Users can create tasks for themselves or assign them to their colleagues, providing clear instructions and deadlines for completion. This helps to ensure that everyone is on the same page and working towards the same goals.”
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mohammed k.

Field Service Engineer

“Task management and reporting/project tracking are key features of Box. Box provides the ability to create tasks and set deadlines, assign tasks to collaborators, and track progress. ”
DN

Debbie N.

Manager

Starting price
20per user /
per month
Pros and Cons based on 5,622 verified reviews
Verified reviewer profile picture

Secure and versatile file sharing

Effective team collaboration tools

Convenient file access

Robust security features

Comprehensive data management

Frequent issues and slow updates

Slow file transfer speeds

Restrictive file size limitations

High costs and complexity

Inefficient search functionality

See pros and cons details
Google Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,154)
5(13,152)
Key Features
Secure Data Storage4.7
Document Storage4.7

User insights about the task management feature

Users appreciate Google Workspace's task management for its integration with other Google tools like Calendar and Keep. They find it useful for assigning tasks, tracking progress, and ensuring accountability. Reviewers note the synchronization across devices and the ability to manage tasks within Google Docs and Sheets as valuable aspects.

See related user reviews

“Task management in Google Workspace is simple and effective, allowing me to create, assign, and track tasks easily within Google Docs, Sheets, or Google Tasks. It helps keep everyone on track and ensures nothing falls through the cracks.”
GH

Grace H.

manager

“Task management within a product like Google Workspace streamlines workflow, boosts productivity, and ensures organized execution of projects and responsibilities.”
mm

mohamed m.

ibn zohr

Starting price
7per user /
per month
Pros and Cons based on 17,471 verified reviews

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(700)
5(2,041)
Key Features
Secure Data Storage4.7
Document Storage4.4

User insights about the task management feature

Users report that Jotform helps in organizing tasks and staying on top of issues, though it lacks a dedicated task management feature. They find it useful for assigning specific tasks to collaborators and integrating with other platforms. Reviewers appreciate its role in keeping everything organized and ensuring nothing falls through the cracks.
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“Jotform can help you assign specific task to collaborators in specific section of the project you are designing”
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Alliance F.

Consortium Coordinator

“If there is a safety issue or something that needs to be addressed in a timely manor, JotForm alerts everyone that needs to be involved instantly.”
JT

John T.

Manufacturing Manager

Starting price
39flat rate /
per month
Pros and Cons based on 2,782 verified reviews
Verified reviewer profile picture

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Confluence logo
Reviews Sentiment
 
 
 
1-2(35)
3-4(1,550)
5(2,076)
Key Features
Secure Data Storage
Document Storage4.5

User insights about the task management feature

Reviewers indicate that Confluence's task management is effective when integrated with Jira, allowing for task creation, assignment, and tracking within documents. They appreciate the ability to use templates, assign action items, and manage workflows. However, some users prefer other tools for more dynamic task management.
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“Tasks are well managed in the system, from the creation by the project manager to updates and closeout by users. It provides complete tracking and assessment of the time taken.”
FH

Firas H.

Senior Manager Information Systems

“Confluence's integration with task management tools or the use of task-specific templates enables teams to create actionable items directly within documents. This streamlines project management by allowing team members to track tasks, assign responsibilities, and monitor progress without switching between different tools.”
Verified reviewer profile picture

Ezekiel K.

Data scientist

Starting price
5.42per user /
per month
Pros and Cons based on 3,661 verified reviews
Verified reviewer profile picture

Centralized knowledge repository

Enhanced team collaboration

Efficient project management

Comprehensive documentation management

Seamless integration with tools

Frequent performance lags

High costs for larger teams

Limited text formatting options

Buggy issue management

Inefficient search functionality

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Secure Data Storage
Document Storage4.3

User insights about the task management feature

Reviewers indicate that monday.com excels in task management with its user-friendly interface, color-coded labels, and customizable boards. They appreciate the ability to create, assign, and track tasks, set deadlines, and prioritize work. Users find the collaboration features, real-time updates, and integration with other platforms like Slack and Gmail valuable for keeping teams organized and on track.

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“I love that Monday.com allows you to keep all of your daily/weekly tasks in one place. The ability to set due dates and tag important individuals creates an easy way for our team to effectively work from home.”
KG

Kiara G.

Capture Manager

“Monday's task management feature allows you to create and assign tasks, set due dates, and track progress. You can also easily prioritize tasks, and assign them to the appropriate team members which is extremely useful.”
LD

Leeav D.

Finance Intern

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Other Top Rated Document Management Software with Task Management in 2026

Google Drive logo
Category Leaders

Cloud storage and backup for files, photos, docs, and more

Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

Read more about Google Drive

Users also considered
Google Workspace logo

Collaboration application suite for teams

Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Read more about Google Workspace

Users also considered
Dropbox Business logo
Category Leaders

File syncing, storage & sharing platform

Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

Read more about Dropbox Business

Users also considered
Microsoft 365 logo

Cloud collaboration and file sharing application suite

Microsoft 365, formerly Office 365, provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more

Read more about Microsoft 365

Users also considered
Docusign logo

Electronic signature & document approval software

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Read more about Docusign

Users also considered
Connecteam logo

Enhance employee management with the only all-in-one app

Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free!

Read more about Connecteam

Users also considered
monday.com logo

Project management software

With monday.com work OS you can create, store and manage all documents and forms in one place. Automate document creation and approvals, share and collaborate in real-time, track and review past edits through document search, and maximize security by centralizing everything in one place.

Read more about monday.com

Users also considered
Box logo

AI-driven content, collaboration and workflow management

Box is a modern content management platform that transforms how organizations work and collaborate to achieve results faster

Read more about Box

Users also considered
Notion logo

Project and task management tool

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Read more about Notion

Users also considered
Jotform logo

Cloud-based form builder tool for digital forms.

Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

Read more about Jotform

Users also considered
Microsoft SharePoint logo

Collaboration & content management platform

SharePoint is a collaboration & content management platform which can be used to build portals, collaboration sites, & also content management sites

Read more about Microsoft SharePoint

Users also considered
Confluence logo

Remote team collaboration and knowledge workspace

Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

Read more about Confluence

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
Microsoft OneNote logo

Collaboration and file management

Microsoft OneNote is a free cloud-based digital note taking app that allows users to create and organize meeting notes, journal entries, lab results and more. Users can take that notes are then instantly converted into digital text for improved organization and less retyping. The product offers deep search functionality for all notes stored in its database and allows users to store and organize audio recordings in a searchable format. OneNote also comes Microsoft 365 integration.

Read more about Microsoft OneNote

Users also considered
Wrike logo

AI powered workflow management platform

Wrike is a work management software used by 20,000+ companies. Streamline your document management with cloud-based, in-context file storage. Share documents within request forms and tasks and shorten your approvals with visual proofing. Simplify document management with Wrike's 400+ integrations.

Read more about Wrike

Users also considered
Autodesk Forma logo

Construction management platform

Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Simplify access to relevant construction documents, drawings, and 3D models. Update files in real time to stay on top of the latest versions and work from a single source of truth.

Read more about Autodesk Forma

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments.

Read more about PandaDoc

Users also considered
Process Street logo

AI-enabled compliance operations platform.

Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
Aha! logo

Platform for strategic product roadmapping

Aha! Knowledge is the product information hub. Create internal wikis and knowledge bases to share content. Draft docs fast with AI and 100+ templates. Plus, include diagrams with built-in whiteboards. Use Aha! Knowledge with Aha! Roadmaps to document product information alongside strategic plans.

Read more about Aha!

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes automates document creation, storage, and tracking—connecting proposals, contracts, and files directly to CRM data. With templates, approval flows, and ERP/email integrations, teams manage documents efficiently and maintain full version control across the sales process.

Read more about Ploomes CRM

Users also considered
Revver logo

Cloud based, dynamic document-work management system

eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork.

Read more about Revver

Users also considered
Brandfolder logo

Cloud-based digital asset management and sharing platform

Brandfolder is an online digital asset management platform for PR purposes, providing a private and public-facing repository for sharing logos, videos and more.

Read more about Brandfolder

Users also considered
Glasscubes logo
Category Leaders

Simplify group collaboration in a user-friendly environment

Secure file sharing and document management in the cloud.

Read more about Glasscubes

Users also considered
Signeasy logo

eSignature and contract management platform for businesses.

Signeasy is a cloud-based solution designed to help businesses streamline contract management. Businesses in the banking, construction, education, healthcare, human resources, IT operations, legal, real estate and sales industries use Signeasy to sign, send, and manage contracts.

Read more about Signeasy

Users also considered
Suralink logo

Request List Management + Workpaper Preparation and Review

Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

Read more about Suralink

Users also considered

Key features for Document Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Secure Data Storage: Ensures data protection through encryption, multi-factor authentication, and detailed access controls, providing users peace of mind and ease of data recovery. 91% of reviewers rated this feature as important or highly important.
  • Document Storage: Offers efficient organization and quick access to documents, supporting collaboration and integration with other tools for seamless workflows. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Facilitates real-time collaboration with flexible permissions, version control, and secure access options, enhancing teamwork and document management. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Enables users to work on-the-go, accessing and editing files from any device, improving productivity and flexibility. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Allows precise management of who can view, edit, or share documents, ensuring data security and compliance with organizational policies. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Provides a convenient and secure way to sign documents digitally, reducing turnaround time and enabling remote approvals. 84% of reviewers rated this feature as important or highly important.