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Top Rated Strategic Planning Software with Document Storage 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

Document storage centralizes important files, enhances collaboration, and ensures easy access to critical information. It secures data with backups, saves time, and improves productivity by keeping documents organized and readily available. Our reviewers in strategic planning software rated this feature as important.

4 Best Strategic Planning Software with Document Storage

  • Trello
  • ClickUp - Highest rated for document storage
  • Asana
  • Notion

See other top Strategic Planning products with document storage

How we picked the 4 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 document storage, 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 the product with the highest rating for document storage based on our proprietary ratings and reviews. 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 4 best products

Trello logo
4.5
(23.4K)

User insights about the document storage feature

Reviewers find Trello's document storage helpful for organizing and sharing documents within cards. They appreciate the ability to link to external storage services like Google Drive for larger files. Users report that Trello's storage capacity is generally sufficient, though some mention limitations for larger documents. They say the platform is convenient for quick reference and collaboration, but not always the primary choice for document storage. Reviewers indicate that Trello is practical for attaching and managing documents related to specific tasks.
“See above. The lack of storage for larger documents is a real drag for me as many of my files exceed Trello's limits and thus I need to paste a link to my cloud server.”
BF

Brent F.

Creative Director / Owner

“Trello allows us to store our documents in each card, which helps in quick reference and save our time”
Verified reviewer profile picture

Mehandi I.

Marketing Automation

Strategic Planning key features coverage

Trello offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.5
Progress Tracking4.5
Project Planning4.5
Task Progress Tracking4.6
Goal Setting/Tracking4.6
Task Management4.6

Pros and cons based on 23,483 verified reviews

62% of users rated Trello 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 23,483 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Cons:

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details

Pricing

Starting price:$5 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo
4.6
(4.5K)

User insights about the document storage feature

Reviewers indicate that ClickUp's document storage is useful for keeping everything in one place and facilitating team collaboration. They appreciate the ability to link documents from Google Drive and other cloud services directly to tasks. Users report that the unlimited storage in ClickUp is beneficial, though some find the free storage limit restrictive. They say the platform is secure and easy to use, making document retrieval straightforward. However, some reviewers mention preferring external storage solutions for larger files.
“My team gets to save on ClickUp all links relevant to our projects -- for quick access and convenience. I'm so glad ClickUp allows links to Google files both inside tickets and and on ticket comments”
Verified reviewer profile picture

Rose J.

SEO Specialist

“Cloud storage utilisation for documents linked to clickup files, such as files in Google drive linked to tasks in clickup make clickup an excellent collaboration tool.”
MO

Michael O.

Senior Civil Engineer

Strategic Planning key features coverage

ClickUp offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.4
Progress Tracking4.6
Project Planning4.5
Task Progress Tracking4.5
Goal Setting/Tracking4.7
Task Management4.6

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Asana logo
4.5
(13.5K)

User insights about the document storage feature

Reviewers appreciate Asana's document storage for its integration with Google Drive and ease of uploading files. They find it secure and convenient for attaching documents to tasks and projects. Users report that Asana's document storage is useful for organizing and accessing project-related files, though some prefer using dedicated storage solutions like Google Drive or OneDrive. They say the feature is reliable and helps maintain project documentation, but note that Asana is not primarily designed for comprehensive document management.
“The document storage is critical is collecting and saving all documents regarding projects being worked on and is proof of productivity of tasks being complete.”
KU

Kyra U.

Marketing Assistant

“Their system conveys a lot of security, so we use asana also as a cloud, we save important documents and work to be edited.”
Verified reviewer profile picture

Natalia M.

Administrative Secretary

Strategic Planning key features coverage

Asana offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.5
Progress Tracking4.6
Project Planning4.5
Task Progress Tracking4.6
Goal Setting/Tracking4.6
Task Management4.7

Pros and cons based on 13,544 verified reviews

59% of users rated Asana 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 13,544 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Cons:

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details

Pricing

Starting price:$10.99 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Notion logo
4.7
(2.7K)

User insights about the document storage feature

Reviewers appreciate Notion's document storage capabilities for their flexibility and organization. They find it convenient to store, embed, and access various file types, including PDFs and images, within one platform. Users report that the unlimited storage in the paid version is valuable, though some mention limitations in the free version. They say Notion is great for organizing and referencing documents, but not always a replacement for dedicated storage solutions like Google Drive. Reviewers indicate the search function is particularly helpful for finding documents quickly.
“I like how Notion does not limit the number of files that can be uploaded in my workspace. Under a workspace, I am able to upload different documents for each pages, which tend to consist of project information. For personal use, I can upload documents such as receipts, screenshots, and graphics without them being over the place since I am also able to categorize them.”
NB

Neidine B.

Web Developer

“In Notion, you can create a database for storing your documents. This can be done by adding a "Table" or "Board" block to a page. Each row in the database can represent a document. This makes my work easier as a data analyst I store my documents on notion for easy retrieval and reference.”
Verified reviewer profile picture

Eric R.

Data Analyst

Strategic Planning key features coverage

Notion offers 6 out of the 6 key features for Strategic Planning software identified by reviewers:

Prioritization4.5
Progress Tracking4.5
Project Planning4.6
Task Progress Tracking4.5
Goal Setting/Tracking4.7
Task Management4.6

Pros and cons based on 2,702 verified reviews

76% of users rated Notion 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,702 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Cons:

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details

Pricing

Starting price:$12 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Strategic Planning Software with Document Storage 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
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
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
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
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
Lucidspark logo
Category Leaders

Virtual whiteboard solution for team collaboration

Lucidspark is a web-based whiteboard tool, designed to help teams collaborate on projects and share ideas. The collaborative platform provides users with an adaptable space to share ideas, create plans, collaborate on projects, organize tasks, and evaluate ideas.

Read more about Lucidspark

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 supports strategic planning with OKRs, risk matrix, budgets, epics, release planning, and custom modules.

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
Peoplebox logo

Enterprise OKR Platform used by Disney, Reliance & Razorpay

OKR focused strategy execution platform that help fast-growing companies align and achieve moonshot goals.

Read more about Peoplebox

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
Daruma logo

Software to automate quality management processes.

Daruma software computerizes quality management and continuously improves business processes. Based on the international standard ISO 9001:2015, it is designed to save time and optimize processes to implement an integrated management system.

Read more about Daruma

Users also considered
OneStream logo

Corporate performance management solution for enterprises

OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

Read more about OneStream

Users also considered
SoftExpert Suite logo

Solution for innovation and digital transformation.

SoftExpert Suite is a performance management software that helps to formulate strategies and seamlessly translate them into practical actions.The tool provides an extensive range of capabilities for transform strategic goals into actionable objectives, aligned with frameworks like BSC and Six Sigma.

Read more about SoftExpert Suite

Users also considered
ChartHop logo

ChartHop - The People Operations Platform

ChartHop is a dynamic People Operations Platform that connects and visualizes all your people data to empower your organization through insights, alignment, and action.

Read more about ChartHop

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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 tasks, setting priorities, and managing workflow effectively. 97% of reviewers rated this feature as important or highly important.
  • Progress Tracking: Users highlight the importance of flexible progress tracking for monitoring project status in real-time and ensuring accountability. 96% of reviewers rated this feature as important or highly important.
  • Project Planning: Reviewers appreciate detailed scheduling, visual timelines, and resource allocation features for effective project planning and management. 96% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Users find real-time tracking with visual indicators and collaborative tools essential for monitoring and managing task progress. 94% of reviewers rated this feature as important or highly important.
  • Goal Setting/Tracking: Reviewers emphasize the structured framework for setting and tracking SMART goals, which helps maintain focus and alignment. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the ability to organize, assign, and track tasks efficiently, which enhances productivity and team collaboration. 93% of reviewers rated this feature as important or highly important.