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Top Rated Workflow Management Software with Customizable Templates in 2026

Verified reviewer profile picture
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: March 2026

Customizable templates streamline repetitive tasks, saving time and ensuring consistency. They allow for personalized workflows, adapting to specific needs and preferences, enhancing efficiency in managing projects and tasks. Our reviewers in workflow management software rated this feature as highly important.

5 Best Workflow Management Software with Customizable Templates

Product
User rating
Starting price
Asana logo
4.5
(13.5K)
10.99
per user/per month
visit website
Lucidchart logo
4.6
(2.2K)
9
flat rate/per month
visit website
Jotform logo
4.7
(2.7K)
39
flat rate/per month
Visio logo
4.5
(3.2K)
5
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Workflow Management products with customizable templates

How we picked the 5 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 Workflow Management software category. They also needed to have sufficient reviews about customizable templates, 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 customizable templates, 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 5 best products

Asana logo

Asana

Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,049)
Key Features
Progress Tracking4.6
Task Management4.7

User insights about the customizable templates feature

Users appreciate Asana's customizable templates for their ability to streamline project management and save time. They highlight the ease of modifying templates to fit specific project needs and the benefit of consistent, reproducible processes. Reviewers find the visual layout helpful, though some note limitations in customization options and the need for more template variety.

See related user reviews

“It is really helpful to be able to create standardised templates for various users to copy and create their own projects. This allows for a uniform approach to projects making it easier to understand each project easily. ”
VS

Vaughn S.

Operations Support Administrator

“You can create custom templates for your most common projects, including tasks and small tasks, responsible parties, deadlines, custom fields and dependencies. Customize the templates to suit the specific needs of each project.”
HP

Hector P.

System Engineer

Starting price
10.99per user /
per month
visit website
Pros and Cons based on 13,543 verified reviews

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
Lucidchart logo

Lucidchart

Reviews Sentiment
 
 
 
1-2(24)
3-4(838)
5(1,384)
Key Features
Progress Tracking
Task Management

User insights about the customizable templates feature

Reviewers value Lucidchart's customizable templates for their convenience and flexibility. They find it easy to modify templates to fit specific needs and appreciate the extensive library of assets and smart shapes. Users note that while templates save time, they can be challenging to manipulate initially, requiring some trial and error.
Verified reviewer profile picture

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“Customizable templates are beyond important with an app such as Lucidchart because the apps main purpose is to make charts, templates, graphs, & etc. & having the ability to customize these charts is a very beneficial tool in making them. ”
KM

Karen M.

Captioning Agent

“The templates that are by default in the system can be modified and saved in your special library when you need them.”
Verified reviewer profile picture

Ivan A.

Design Engineer

Starting price
9flat rate /
per month
visit website
Pros and Cons based on 2,246 verified reviews
Verified reviewer profile picture

Efficient workflow design

Versatile flow diagramming

Real-time team collaboration

Comprehensive project management

Intuitive flowchart creation

Slow performance speed

Inconsistent issue management

Challenging line connections

Expensive and restrictive plans

Limited file management

See pros and cons details
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(699)
5(2,031)
Key Features
Progress Tracking5.0
Task Management4.5

User insights about the customizable templates feature

Reviewers appreciate Jotform's customizable templates for their flexibility and ease of use. They find it simple to add logos, adjust colors, and tailor forms to specific needs. Users highlight the wide variety of templates available, which can be easily modified with drag-and-drop tools. However, some feel the designs are basic and could be more modern.
Verified reviewer profile picture

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“ What I like about jotform's customizable template is that I can use the drag-and-drop tool to modify any template to meet my unique requirements. And more importantly, there are template for almost any kind of form I intend to build. For instance there's Template for Information Request Form for a Hotel, Customer Feedback Form for Surveying Customer Satisfaction and lots more”
Verified reviewer profile picture

Daniel I.

Digital Strategist

“I want to be able to upload my logo and make the form fit my needs. It's easy to change graphics, add questions and text boxes and even change their sizing.”
DC

Dawn C.

Owner - agent

Starting price
39flat rate /
per month
Pros and Cons based on 2,771 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
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Progress Tracking
Task Management4.4

User insights about the customizable templates feature

Users find Visio's customizable templates valuable for speeding up repetitive tasks and creating consistent, professional diagrams. They appreciate the flexibility to import external templates and shapes, and the ease of customizing templates to fit specific needs. Reviewers note the extensive library of industry-standard templates and the ability to save time with pre-built options.
Verified reviewer profile picture

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“Flexible ability to customise templates is useful as there are a lot of standard industry templates and shapes available. Also its easy to import external templates and shapes as well. Small effort up front to customize your menu can save a lot of time later.”
Verified reviewer profile picture

Tony D.

Director of Telecoms & Technolology Project Mgt

“Being able to customize templates to tailor it to my companies needs makes it very easy to produce consistent, repeatable charts.”
JS

John S.

Manager

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews
Verified reviewer profile picture

Efficient flowchart creation

Streamlined workflow design

Professional presentation creation

Versatile diagramming capabilities

Detailed visualizations

High licensing costs

Challenging connector management

Version compatibility issues

Frequent crashes and bugs

Limited document management

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the customizable templates feature

Reviewers highlight ClickUp's customizable templates for improving productivity and consistency. They appreciate the ability to modify templates for tasks, projects, and workflows, and the extensive customization options for fields, colors, and labels. Users find the template library helpful, though some mention limitations and the need for additional payment for certain customizations.
Verified reviewer profile picture

See related user reviews

“With ClickUp, you can choose from a variety of templates or create your own to match your team's specific needs. You can also customize the fields, colors, and labels to make your workflows and organization as efficient as possible. ”
Verified reviewer profile picture

shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“Customizable templates in ClickUp allow teams to streamline repetitive processes and save time. This feature ensures consistency across tasks and projects while enabling users to tailor workflows to specific needs.”
DS

Dolendra S.

Developer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews
Verified reviewer profile picture

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated Workflow Management Software with Customizable Templates in 2026

Asana logo

Asana

Project tracking and workflow management platform

visit website
Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
Process Street logo

Process Street

Category Leaders

AI-enabled compliance operations platform.

visit website
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
Airtable logo

Airtable

AI-Powered, No-Code App Building Platform

visit website
Airtable is an AI-powered platform to design, automate, and scale workflows. Build custom apps, deploy AI agents, and eliminate manual work—so teams can move faster and operate with precision.

Read more about Airtable

Users also considered
Lucidchart logo

Lucidchart

Visual diagramming tool for team collaboration

visit website
Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

Read more about Lucidchart

Users also considered
TeamTracks logo

TeamTracks

Cloud-based support operations tool for manufacturers

visit website
TeamTracks is a cloud-based support ops tool that helps businesses streamline team’s operations. With the process automation feature, users can define organizational processes in one central location to streamline support communication with customers, partners, and suppliers.

Read more about TeamTracks

Users also considered
BIC Platform logo

BIC Platform

AI-enabled business process management platform

visit website
Thanks to unique No Code and Low Code technology, you can automate your processes quickly, easily and without any programming. Directly from the graphical capture, BIC Platform generates executable workflows that make your business processes more flexible and accelerate them at the same time.

Read more about BIC Platform

Users also considered
Function Point logo

Function Point

Project Management for Creative Agencies & In-house Teams

visit website
Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms.

Read more about Function Point

Users also considered
Wrike logo

Wrike

AI powered workflow management platform

visit website
Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

Read more about Wrike

Users also considered
Trello logo

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Basecamp logo

Flexible project management and team communication tool

Basecamp is a comprehensive project management software that helps teams stay organized and on track. Trusted by millions, Basecamp puts everything needed to get work done in one place, providing a structured way to manage projects, collaborate with clients, and communicate company-wide

Read more about Basecamp

Users also considered
Connecteam logo

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

Connecteam workflow management software is a way to easily streamline operational tasks & increase productivity with a single tool.

Read more about Connecteam

Users also considered
monday.com logo

Project management software

Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is the tailored workflow app loved by teams across all industries. Customize your workflow with statuses to fit each individual project. Use preselected statuses or create your own. Team-wide workflow templates let you quickly re-use your favorite custom statuses in any Project or Space.

Read more about ClickUp

Users also considered
TaxDome logo

Tax practice management software for bookkeepers and CPAs

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Read more about TaxDome

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
Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

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
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Organize your workflow online – manage your screens and statuses on one single board. Easily collaborate and track your status.

Read more about Miro

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

Modern workflow management for frontline teams. Enhance maintenance, safety, and operations in an intuitive, collaborative platform.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

Read more about PandaDoc

Users also considered
Adobe Workfront logo

Online enterprise work management software

Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

Read more about Adobe Workfront

Users also considered
Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

Automate and streamline your customer operations effectively with Bigin's array of automation features. Prioritize strategic tasks while ensuring routine operations run smoothly with features to automate follow-up emails, assign tasks, update deal stages, schedule calls and events and a lot more.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your workflow: proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Paycom logo

The only HR and payroll software built on a single database

Paycom is the most automated HCM platform and the only HR and payroll software built on a truly single, unique database that automates the entire employee life cycle.

Read more about Paycom

Users also considered

Key features for Workflow Management software

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

  • Progress Tracking: Users value progress tracking for real-time updates, visual summaries, and detailed reports, aiding in resource allocation and performance analysis. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users find task management beneficial for organizing, assigning, and tracking tasks, with features like custom fields, notifications, and collaborative tools. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers appreciate the ability to customize user access based on roles, ensuring security and appropriate information sharing within teams. 87% of reviewers rated this feature as important or highly important.
  • Document Management: Users highlight the importance of centralized document storage, easy access, and integration with other tools for efficient collaboration and data management. 87% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users benefit from mobile access for managing tasks and staying updated on-the-go, enhancing productivity and flexibility. 85% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Reviewers emphasize the value of integrating with numerous apps and services, streamlining workflows and enhancing automation capabilities. 85% of reviewers rated this feature as important or highly important.