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Top Rated Strategic Planning Software with Customizable Fields 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: April 2026

Customizable fields allow strategic planning software to adapt to specific business needs, streamline workflows, and accommodate unique project requirements. This flexibility enhances accuracy and efficiency by tailoring the tool to user preferences and processes. Our reviewers in strategic planning software rated this feature as highly important.

5 Best Strategic Planning Software with Customizable Fields

Product
User rating
Starting price
Smartsheet logo
4.5
(3.4K)
12
per user/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
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 Strategic Planning products with customizable fields

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 Strategic Planning software category. They also needed to have sufficient reviews about customizable fields, 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 fields, 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

Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Prioritization4.3
Progress Tracking4.6

User insights about the customizable fields feature

Users find Smartsheet's customizable fields highly flexible and valuable for data management, allowing them to tailor columns and sheets to their preferences. They appreciate the ability to customize fields in forms and link sheets, although some feel it lacks the sophistication of Excel. Reviewers also mention the ease of use and the ability to create customer-specific solutions.

See related user reviews

“Being able to Customize all aspects of a Smartsheet are critical to ensure our business does not need to make concession in their processes. We can build them an ideal tool and can be used and understood cross functionally!”
NS

Nicholas S.

Team Lead - Training, Systems and Processes

“Helps us cater each column to our preferences and allows us to customize Smartsheet to how it works for us.”
LV

Leah V.

Senior Client Service Rep

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Prioritization4.5
Progress Tracking4.6

User insights about the customizable fields feature

Reviewers appreciate Asana's customizable fields for their ability to tailor project management workflows to specific needs, enhancing organization, communication, and productivity. They find it easy to create and use custom fields, which helps in managing diverse workflows and projects. Users also value the integration with tools like Slack, Google Drive, Dropbox, and Microsoft Teams.

See related user reviews

“Customizable fields in Asana allow teams to tailor project management workflows to their specific needs, enabling better organization, clearer communication, and more accurate tracking of important information, ultimately enhancing productivity. ”
MA

Mohammed A.

Strategy Advisor

“Being able to customize fields gives us the ability to quickly and visually communicate essential info in the process.”
MB

Melanie B.

Project 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
Prioritization4.5
Progress Tracking4.5

User insights about the customizable fields feature

Reviewers indicate that Trello's customizable fields enhance organization by allowing users to tailor boards to their project needs. They appreciate the flexibility and clarity these fields provide, improving productivity and task management. Users also value the integrations with tools like Google Drive, Slack, and GitHub, which help connect Trello to existing workflows.
Verified reviewer profile picture

See related user reviews

“Its essential in that they enhance organization by allowing users to tailor boards to their project needs. More, so they add flexibility and clarity, improving productivity and task management within teams.”
Verified reviewer profile picture

mbuso n.

Designer

“You can customize the fields to add as many custom steps between "todo" and "done" as you like. For example I have an "abandoned" field I use for tasks I have decided to give up on for strategic reasons.”
JV

Joshua V.

Email Copywriter & Soap Opera Sequence Expert

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
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Prioritization4.4
Progress Tracking4.6

User insights about the customizable fields feature

Reviewers appreciate ClickUp's customizable fields for their flexibility in tailoring task details and improving project management precision. They find it easy to add, remove, and organize fields, which helps in managing diverse projects. Users also value the ability to create custom tags and labels, enhancing task tracking and management.

See related user reviews

“Customizable fields are essential for tailoring the workspace to specific needs. They allow me to capture critical details specific to each project or task. This feature is especially important for managing diverse projects with unique requirement”
ND

Naveed D.

Executive Assistant to CEO, Production Technician, Research and Lab Assistant

“It's flexible to add and organize fields such as priority, status, and custom tags, which helps us track and manage tasks more effectively. In a world of multi-tasking, this feature is very helpful!”
BB

Bridgette B.

Manager of Education

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

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
Prioritization4.5
Progress Tracking4.5

User insights about the customizable fields feature

Users love Notion's customizable fields for their flexibility and ability to create tailored properties for tasks and databases. They find it easy to personalize workflows and manage data precisely. Reviewers highlight the availability of templates and the ability to build complex workflows, making Notion a highly customizable workspace.

See related user reviews

“Customizable fields are very flexible and allow me to create tailored properties for tasks and databases that suit specific project needs, making it truly personalized.”
MP

Matteo P.

Graphic Designer

“Customizable Fields are one of the biggest benefits of Notion. This allows you to create templates for repeated tasks or to organize your information similar to a database.”
SG

Shella G.

Marketing Specialist

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 Strategic Planning Software with Customizable Fields in 2026

Trello logo
Category Leaders

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
Jira logo

Project management and work tracking software

Jira is project management 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 strategic planning 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
monday.com logo

Project management software

Strategic Planning is easy with monday.com - Set goals, estimate timelines & manage resources with ease.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

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
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 #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide.
Propel your plans from strategy through execution.Run engaging remote planning sessions,build visual presentations,and manage and track progress collaboratively. Try Miro for strategic planning

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Wrike is a strategic planning software used by 20,000+ companies worldwide. Strategic planning features include customized performance reports, resource management, Gantt charts, Kanban boards, time tracking, portfolio management, and workload overviews. Includes automation with 400+ integrations.

Read more about Wrike

Users also considered
Adobe Workfront logo
Category Leaders

Online enterprise work management software

Plan, define, and then execute on business strategy using a single, consolidated platform. With Adobe Workfront, leaders can compare multiple scenarios to optimize goal achievement and then make data-driven decisions (or quickly pivot to seize new opportunities) based on work outcomes and impact.

Read more about Adobe Workfront

Users also considered
GanttPRO logo
Category Leaders

Online Gantt chart software for project management

Online project management tool based on Gantt charts. Intuitive interface, nice UX/UI design, powerful features at affordable prices.

Read more about GanttPRO

Users also considered
Teamwork.com logo

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
Category Leaders

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution. Set your product roadmap based on strategy, resources, and what customers value most. Make objective prioritization decisions. Build visual plans or create a live dashboard to show the timing and scope of initiatives, launches, and projects.

Read more about Aha!

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s strategic planning tools help you set goals, map out initiatives, and track progress with mind maps, project roadmaps, and performance analytics. Align teams, allocate resources effectively, and ensure long-term business success with data-driven decision-making.

Read more about Flowlu

Users also considered
IBM Targetprocess logo

Visual platform that helps to scale agile across the company

Visual, flexible tool with full support for Scrum, Kanban or a custom approach. Gives visibility across teams, projects and the whole company.

Read more about IBM Targetprocess

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
Portfolio Manager logo

Software for automatically managing and scheduling projects

Portfolio Manager is a comprehensive project management platform that uses predictive scheduling to dynamically adapt to change & manage uncertainty. It provides accurate project timelines, optimizes resource allocation, & helps teams plan and predict, no matter how complex their portfolio.

Read more about Portfolio Manager

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Profit.co logo

AI-enabled enterprise strategy management software

Profit.co is a cloud-based and AI-enabled strategy execution that assists with managing individual, team,and organization-wide goals for businesses of all types. Businesses can utilize Profit.co to define custom metrics and roll out OKRs across the entire company in order to track goals and results.

Read more about Profit.co

Users also considered
Zoho Sprints logo
Category Leaders

Agile project management for software development teams

Zoho Sprints is a collaborative, agile project planning & tracking solution for agile teams, with scrum, agile reports, & native mobile apps for iOS and Android

Read more about Zoho Sprints

Users also considered
Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

Read more about Zenkit

Users also considered
Productboard logo

Customer-driven product management system

Define product objectives, prioritize features

Read more about Productboard

Users also considered
Hive logo

Where projects and teams come together.

Hive is the all-in-one project management and collaboration platform that eliminates tool sprawl.

Manage projects with Gantt charts, Kanban boards, or calendars. Communicate through built-in chat and real-time collaborative notes. Track time, allocate resources, and set goals—all in one place.

Read more about Hive

Users also considered
ProjectManager logo

Award-Winning Project Management Software

ProjectManager is an award-winning project and work management software solution designed to empower teams and improve collaboration.

Read more about ProjectManager

Users also considered

Key features for Strategic Planning software

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

  • Prioritization: Reviewers value visual tools like Gantt and Kanban charts for organizing and prioritizing tasks, aiding in resource allocation and meeting deadlines. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users appreciate the ability to monitor project progress in real-time, utilize multiple tracking methods, and generate comprehensive reports for better accountability. 96% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers highlight detailed scheduling, resource management, and customizable visual tools like Gantt charts for efficient project planning and collaboration. 96% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find real-time task tracking with visual indicators helpful for monitoring team progress, preventing bottlenecks, and ensuring deadlines are met. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Reviewers emphasize the importance of setting and tracking specific, measurable goals, enabling better alignment, accountability, and achievement of objectives. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate structured frameworks for organizing, assigning, and tracking tasks, enhancing productivity, accountability, and collaboration within teams. 93% of reviewers rated this feature as important or highly important.