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Top Rated Project Planning Software with Document Management in 2026

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

Last updated: April 2026

Document management centralizes resources, facilitates collaboration, and ensures easy access to documents. It allows for version control, organized storage, and efficient sharing of files, enhancing overall project coordination. Our reviewers in project planning software rated this feature as highly important.

10 Best Project Planning Software with Document Management

Product
User rating
Starting price
Confluence logo
4.5
(3.6K)
5.42
per user/per month
Adobe Workfront logo
4.4
(1.4K)
Empty state illustration for "No pricing info"

No pricing info

Jira logo
4.4
(15.3K)
7.91
per user/per month
Evernote Teams logo
4.4
(8.2K)
7.99
/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
Airtable logo
4.7
(2.2K)
20
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month
Notion logo
4.7
(2.7K)
12
per user/per month

See other top Project Planning products with document management

How we picked the 10 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 Project Planning software category. They also needed to have sufficient reviews about document 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 document 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 10 best products

Confluence logo
Reviews Sentiment
 
 
 
1-2(35)
3-4(1,550)
5(2,075)
Key Features
Workflow Management4.5
Project Management4.4

User insights about the document management feature

Reviewers indicate that Confluence's document management capabilities are useful for organizing and sharing documents. They appreciate features like version control, history tracking, and integration with tools like Jira. Users find it easy to create and manage document structures, although some mention that the interface can be clumsy and the document management system could be more intuitive.
Verified reviewer profile picture
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“We can easily organize and store multiple copies or versions of documents and also store different documents in different spaces like personal and team space.”
Verified reviewer profile picture

R.Manoj A.

Product Manager

“Confluence's document management features, such as version control and history tracking, ensure that content remains accurate and up-to-date. Team members can collaborate on documents without the fear of overwriting changes or losing previous versions. This promotes a structured approach to content creation and maintenance.”
Verified reviewer profile picture

Ezekiel K.

Data scientist

Starting price
5.42per user /
per month
Pros and Cons based on 3,660 verified reviews
Verified reviewer profile picture
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
Adobe Workfront logo
Reviews Sentiment
 
 
 
1-2(15)
3-4(702)
5(775)
Key Features
Workflow Management4.5
Project Management4.4

User insights about the document management feature

Reviewers indicate that Adobe Workfront's document management capabilities are efficient and user-friendly. They find it easy to manage, store, and retrieve documents, which helps streamline their workflow. Users appreciate the ability to keep documents organized and accessible, and they mention that the system reduces mistakes and saves time. They also value the cloud deployment and extensibility for evolving business needs.

See related user reviews

“Workfront keeps all of our documents in one easy to use format and with the ease and ability to find all our documents in one place it streamlines our business and makes it easier for us to help our customers.”
HB

Heidi B.

Administrative Assistant

“With its document management feature, I can easily work with multiple documents without any issues. So it must be said that its document management feature is good.”
Ni

N i.

Content Writer

Starting price
Empty state illustration for "No pricing info"

No pricing info

Pros and Cons based on 1,492 verified reviews

Enhanced project transparency

Effective project tracking

Comprehensive project management

Continuous product enhancement

Streamlined workflow processes

High cost concerns

Persistent bugs and issues

Disruptive updates

Challenging user experience

Inefficient document management

See pros and cons details
Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Workflow Management4.5
Project Management4.6

User insights about the document management feature

Reviewers indicate that Jira's document management capabilities are useful for attaching and managing documents within tasks. They appreciate the integration with Confluence and the ability to track and categorize files. Users find it easy to collaborate and access documents, although some prefer using other tools for more comprehensive document management. The feature is valued for its role in project documentation and collaboration.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“During the execution of a project, evidence is generated that is crucial for documentation. With Jira we can store history and have a reliable, visualization-based document repository.”
Verified reviewer profile picture

Luis E.

Project Manager

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews
Verified reviewer profile picture
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Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Evernote Teams logo
Reviews Sentiment
 
 
 
1-2(207)
3-4(3,342)
5(4,703)
Key Features
Workflow Management
Project Management4.5

User insights about the document management feature

Reviewers feel that Evernote Teams' document management capabilities are robust and enhance productivity. They value the ability to organize, access, and edit documents from multiple devices. Users appreciate the powerful search tools, integration with apps like Slack and Google Drive, and the ability to annotate and manage access levels. However, some users mention that the feature could be more developed.
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“ Document Management in Evernote Teams centralizes information, streamlines collaboration and access, and significantly enhances team efficiency and project coordination.”
SC

Steve C.

Creative Manager

“Document management in Evernote Teams allows users to organize their documents and files in a central location, ensuring that everything is in one place and easily accessible. Evernote Teams provides powerful search tools, allowing users to quickly find the document or file they are looking for, even if they have a large collection of documents.”
Verified reviewer profile picture

Lucas L.

Tech Writer

Starting price
7.99 /
per month
Pros and Cons based on 8,252 verified reviews
Verified reviewer profile picture

Efficient meeting documentation

Comprehensive project management

Effective note organization

Versatile audio note-taking

Enhanced team collaboration

Need for performance improvement

Restrictive and expensive pricing

Various user issues

Problems with software updates

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Workflow Management4.5
Project Management4.7

User insights about the document management feature

Reviewers appreciate Asana's document management capabilities for attaching and organizing files within tasks. They find it easy to upload, share, and access documents, which improves collaboration and saves time. Users mention the integration with Google Drive and the ability to keep all project-related documents in one place. However, some feel that the feature could be more developed and offer better organization options.

See related user reviews

“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

“Attaching all of our documents to a specific task helps with document management. Easily storing documents for a task is very useful. ”
MM

Marlon M.

Inventory and Fulfilment Specialist

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 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
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Workflow Management4.5
Project Management4.6

User insights about the document management feature

Users report that Trello's document management capabilities are basic but useful for organizing and sharing documents. They appreciate the ability to attach files to cards and integrate with third-party apps like Google Drive. Reviewers find it easy to manage documents within tasks, although some prefer using links to hosted files. The feature is seen as cost-effective and efficient for simple project management.
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“Trello provides basic capabilities for document management: You neither upload Your files to Trello either integrate Your Boards with DropBox/oneDrive/GoogleDrive. For option #1 the volume of storage is currently unlimited, but the volume of uploaded files are restricted based on your subscription (10Mb per file for Free plan). For option #2 you need to connect a specified power-ups to your Trelllo board (now there are no limits on active power-ups).”
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Anton A.

SAP Team Lead

“I loved how easily I could unload documents to the boards. It made for a really fun way to organize and made it easy for my clients to access important documents without getting confused!”
KL

Katelyn L.

Social Media Manager

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews
Verified reviewer profile picture

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Workflow Management4.5
Project Management4.7

User insights about the document management feature

Users find monday.com's document management capabilities helpful for organizing and sharing documents. They appreciate the ability to attach files, create sub-items, and integrate with tools like Google Drive. Reviewers mention that the system facilitates collaboration and keeps documents easily accessible. However, some users prefer other tools for document management and find the feature less intuitive.

See related user reviews

“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

“I suspect there are better ways to manage documents than how we are currently use it, but, from my perspective, I feel like there are too many places to attach documents and that makes the organization messy. I prefer to keep my files in one folder on my own hard drive. Using a Google Drive integration would rectify that problem, but my agency has not gone that direction. It is easier for sharing documents than sending them by e-mail where I have to sort through my inbox to find things, but I don't just leave them in Monday.com for future use or reference.”
BD

Brandi D.

Program Developer

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
Airtable logo
Reviews Sentiment
 
 
 
1-2(12)
3-4(655)
5(1,555)
Key Features
Workflow Management4.5
Project Management5.0

User insights about the document management feature

Users report that Airtable's document management capabilities are reliable and straightforward. They appreciate the ability to store, organize, and share documents easily, with features like shared folders and integrations with popular cloud storage solutions. Reviewers highlight the ease of access from any device and the ability to set user roles and access restrictions, which enhances collaboration and data security.

See related user reviews

“Airtable can help you store your data but it also does a lot more. You can manage your data, distribute it to where it's needed within the organization, and easily accessible from any device, Desktop, or mobile phone. You can also employ access restrictions and limit access to specific people within the organization.”
PE

Pius E.

Founder

“Air table provides a digital asset management template which made it simple to centralize our document filings. It has helped streamline our workflow as well, since the documents can be shared with one click to other team members for easy collaboration. ”
MM

Maddie M.

Manager

Starting price
20per user /
per month
Pros and Cons based on 2,222 verified reviews

Effective organization tools

Extensive customization options

High flexibility and adaptability

Comprehensive project management

Efficient project tracking

Restrictive usage limitations

High cost concerns

Limited formula capabilities

Inconsistent mobile and desktop versions

Challenging user access management

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

User insights about the document management feature

Users report that ClickUp's document management capabilities are effective for organizing and accessing documents. They appreciate the ease of creating folders, adding comments, and integrating with cloud storage. Reviewers highlight the real-time collaboration, version history, and the ability to tag documents for quick searches. However, some users feel that the feature could be expanded and improved.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
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Mary A.

Digital Marketer

“ClickUp's document management excels with real-time collaboration, version history, and seamless integration, enhancing efficiency in project workflows.”
AL

Alaaeddine L.

Customer services

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
Notion logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(638)
5(2,047)
Key Features
Workflow Management4.4
Project Management4.4

User insights about the document management feature

Reviewers highlight Notion's document management capabilities for centralizing resources and linking notes and tasks. They appreciate the ease of storing, accessing, and organizing documents, although some find the search functionality lacking. Users value the flexibility to embed links and the powerful search tools, but mention that the hierarchical structure can be challenging for managing large volumes of documents.

See related user reviews

“The search functionality is powerful, allowing me to find specific documents quickly. The ease of linking and embedding other documents also means I have a comprehensive knowledge that also looks nice.”
ND

Naveed D.

Executive Assistant to CEO, Research Assistant, Production Technician

“Document management in Notion is crucial for centralizing resources, linking notes, and tasks, and organizing content, ensuring that everything is easy to find and reference when needed. What I don't love is that documents are linked externally.”
MP

Matteo P.

Graphic Designer

Starting price
12per user /
per month
Pros and Cons based on 2,702 verified reviews

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details

Other Top Rated Project Planning Software with Document Management in 2026

Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a project planning tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
Evernote Teams logo

Create, capture & access everyday notes on mobile devices

Evernote helps you capture and manage ideas, projects, memories, and to-do lists in a single place. Write notes, attach documents, scan images, take voice memos, or clip from the web to organize everything from big projects to personal moments. With Evernote, you can focus on what matters.

Read more about Evernote Teams

Users also considered
monday.com logo

Project management software

monday.com, a powerful Project Planning software, helps teams plan together efficiently and execute projects that deliver results on time. Its ease of use and flexibility means fast onboarding for your team and the ability to manage your work your way.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

Plan projects, manage resources, and track progress. ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate on any size project.

Read more about ClickUp

Users also considered
Notion logo
Category Leaders

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
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
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
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

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. Manage complex projects and their stakeholders with confidence. Create process alignment and shared understanding between cross-functional teams with a collaborative online whiteboard.

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Increase productivity by up to 50% with project planning software from Wrike. Plan projects, assign tasks, readjust deadlines, and showcase progress. With ready-made solutions for marketing, creative, and professional services teams of 20+ people.

Read more about Wrike

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do is a simple and powerful way to manage all your team's tasks, projects, chat and calendar. Easily collaborate with anyone, manage workloads, get real time status notifications and reports. Connect Any.do with all your existing apps to make everything run smoothly —starting at just $5 per user

Read more about Any.do

Users also considered
Adobe Workfront logo

Online enterprise work management software

Plan, execute, and deliver great work with a single source of project truth across the enterprise. Adobe Workfront helps you prioritize work, quickly identify bottlenecks, automate processes, and deliver the right outcomes. It serves leaders and team in organizations of all sizes in all industries.

Read more about Adobe Workfront

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

Users also considered
Paymo logo

Task Management, Time Tracking, and Accounting for SMBs

Work and project management software for small teams of up to 20 people. Paymo offers time tracking, task management, resource scheduling, invoicing, and online payments. Try it for free!

Read more about Paymo

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Aha! logo

Platform for strategic product roadmapping

Use Aha! Roadmaps and Aha! Teamwork together to manage product launches and projects in a unified environment. Define clear priorities, set timelines, and complete all tasks. Create a Gantt chart, assign activities, optimize resource allocation, streamline workflows, and track progress.

Read more about Aha!

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s project planning helps you map out tasks, set milestones, and allocate resources efficiently. Use Gantt charts, Kanban boards, and automation tools to streamline workflows, track progress, and keep your team aligned for seamless project execution.

Read more about Flowlu

Users also considered
Nifty logo

Project management, task tracking, & team collaboration hub.

Nifty is a remote collaboration hub designed to manage projects, goals, communications, and teams all in one place. With Nifty, all over the place becomes all-in-one place. Every part of managing a project's lifecycle is here.

Read more about Nifty

Users also considered
Quire logo
Category Leaders

Cloud-based software for managing projects

Quire is a modern project management software that will transform the way you work and collaborate with your teams. An easy-to-use yet powerful tool to elevate your project management to new heights of efficiently and productivity.

Read more about Quire

Users also considered
Agiled logo

Software for managing business operations

Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

Read more about Agiled

Users also considered
Replicon Time Tracking logo

Cloud-based project time tracking platform

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence.

Read more about Replicon Time Tracking

Users also considered

Key features for Project Planning software

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

  • Workflow Management: Users value the ability to customize workflows, track task progress, and manage projects efficiently, enhancing overall team collaboration and organization. 96% of reviewers rated this feature as important or highly important.
  • Project Management: Reviewers highlight the comprehensive planning, tracking, and reporting capabilities, which simplify task distribution, timeline management, and team collaboration. 96% of reviewers rated this feature as important or highly important.
  • Multiple Projects: Users appreciate the ability to manage and track multiple projects simultaneously, ensuring clear organization, efficient collaboration, and overall project oversight. 95% of reviewers rated this feature as important or highly important.
  • Calendar Management: Reviewers find shared calendars useful for organizing tasks, deadlines, and events, improving team coordination and time management. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users benefit from features that allow task creation, assignment, prioritization, and tracking, which enhance team collaboration and ensure timely task completion. 94% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of managing who can view or edit content, ensuring data security and appropriate access for different user roles. 90% of reviewers rated this feature as important or highly important.