getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Table of Contents

usersusersusers

Talk with us for a free 15-min consultation

Expert advisors like Chase, who have helped 1,000+ companies, can find the right software for your needs.

Top Rated Task Management Software with Document Management 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

Document management enhances task management software by organizing and storing files, facilitating easy access and collaboration. Users can efficiently share, retrieve, and manage documents, improving productivity and project coordination. Our reviewers in task management software rated this feature as important.

8 Best Task Management Software with Document Management

Product
User rating
Starting price
Asana logo
4.5
(13.5K)
10.99
per user/per month
visit website
Jira logo
4.4
(15.3K)
7.91
per user/per month
visit website
Microsoft OneNote logo
4.6
(1.9K)
7.20
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
Box logo
4.4
(5.6K)
20
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Task Management products with document management

How we picked the 8 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 Task Management 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 8 best products

Asana logo

Asana

Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,049)
Key Features
Task Editing4.6
Task Scheduling4.6

User insights about the document management feature

Users report that Asana's document management allows for easy attachment and organization of files within tasks, making everything accessible in one place. They find it useful for collaboration and project tracking, although some mention a lack of advanced document editing features. Reviewers appreciate the integration with Google Drive for additional document management capabilities.
Verified reviewer profile picture

See related user reviews

“It automatically stores everything so it's up to date and easily accessible by the whole team. Being able to @ mention people and connect it to the reference material is also a wonderful feature. ”
Verified reviewer profile picture

Angelique K.

Hr & Operations Manager

“ 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

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

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
Jira logo

Jira

Reviews Sentiment
 
 
 
1-2(214)
3-4(6,629)
5(8,462)
Key Features
Task Editing4.5
Task Scheduling4.5

User insights about the document management feature

Reviewers appreciate Jira's document management capabilities, especially when integrated with Confluence. They find it easy to attach, share, and track documents within projects, although some prefer using other tools like SharePoint for document management. Users value the version control and access management features, despite occasional limitations with document size and integration complexity.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“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

“Document management features provide our teams with the tools they need to store and manage their documents in a central location, which can help to improve collaboration and reduce the need to search for files. it provides teams with the versioning, access controls, integration, and search-ability they need to manage their documents effectively and ultimately deliver the product on time and with desired quality.”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
7.91per user /
per month
visit website
Pros and Cons based on 15,305 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

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
Microsoft OneNote logo
Reviews Sentiment
 
 
 
1-2(23)
3-4(636)
5(1,298)
Key Features
Task Editing4.6
Task Scheduling4.5

User insights about the document management feature

Reviewers appreciate Microsoft OneNote's document management capabilities, highlighting its robust organizational structure with notebooks, sections, and pages. They find it easy to upload, share, and edit documents, and value the integration with SharePoint for seamless collaboration. Users report that the ability to attach files, images, and links enhances their note-taking experience, although some mention occasional issues with layout and stability.

See related user reviews

“For the most part the data management feature of the app allows for students and working professionals that utilize many different subjects and projects to stay organized. In general the tabs and folders feature is sufficient for even top-tier organization. ”
NH

Naja H.

Student

“Managing notebooks with OneNote is very robust and has multiple file format options. I was easily able to upload, share and edit notes with my classmates in projects. ”
SA

Shamshad A.

Delivery Driver

Starting price
7.20per user /
per month
Pros and Cons based on 1,957 verified reviews

Effective team collaboration

Comprehensive educational tools

Efficient meeting notes

Flexible note organization

Seamless note sharing

Frequent performance issues

Inconsistent version updates

Limited text formatting options

Inconsistent device syncing

Problematic copy-paste functionality

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Task Editing4.6
Task Scheduling4.6

User insights about the document management feature

Reviewers highlight Trello's basic document management capabilities, noting the ease of linking and uploading documents within cards. They appreciate the integration with third-party apps like Google Drive, although some find the document tracking a bit clunky. Users value the ability to organize and retrieve documents easily, despite some preferring to use links to hosted files.
Verified reviewer profile picture

See related user reviews

“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).”
Verified reviewer profile picture

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
Box logo
Reviews Sentiment
 
 
 
1-2(167)
3-4(2,280)
5(3,175)
Key Features
Task Editing4.5
Task Scheduling4.3

User insights about the document management feature

Reviewers indicate that Box excels in document management, emphasizing its ease of uploading, organizing, and retrieving large files. They appreciate the drag-and-drop functionality, version control, and the ability to share documents securely. Users find the folder structuring and access control management helpful, although some note that the folder organization for shared documents can become messy.

See related user reviews

“Ability to version and revert documents to previous versions is a useful feature that has allowed our team to move from saving multiple versions (e.g. V1, V2, V3) to only having 1 file.”
MC

Mary C.

Sales Strategy Manager

“You're getting both easy to use folder structure, drag'n'drop functionality, permissions/ACLs and versioning even on free tier. Higher/paid subscriptions offer extra features that enterprise users might expect or need, but it's not a GIT instance in terms of versioning complexity, nor is it as easy in terms of AD integration for ACLs/perms, nor does it allow setting up document validity periods etc. with more complex management schemes.”
MK

Marcin K.

Senior Technical Engineer/DevOps

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

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
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Task Editing4.5
Task Scheduling4.5

User insights about the document management feature

Reviewers find Smartsheet's document management useful for attaching and sharing documents within sheets. They appreciate the version control and the ability to manage documents in a centralized location. Users highlight the ease of collaboration and organization, although some mention limitations in functionality and integration with other document management tools like SharePoint.
Verified reviewer profile picture
Verified reviewer profile picture

See related user reviews

“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“Smartsheet provides the ability to save the documentation for each ticket separately at each row or at whole sheet ,this kind of documentation process make it easier while submitting tickets and while reviewing it”
Verified reviewer profile picture

Mohamed E.

Compliance Analyst

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

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
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Task Editing4.6
Task Scheduling4.6

User insights about the document management feature

Reviewers indicate that monday.com offers solid document management capabilities, facilitating organization and collaboration. They appreciate the ease of uploading, sharing, and managing documents, with features like role assignment and tracking analysis. However, some users prefer other tools for document management, citing occasional lag and a preference for Google Drive integration.

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
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Task Editing4.6
Task Scheduling4.6

User insights about the document management feature

Reviewers feel that ClickUp's document management is effective, with features like real-time collaboration, version history, and seamless integration. They appreciate the centralized storage, easy document retrieval, and the ability to create custom folders and subfolders. Users also value the tagging system for quick searches and the integration with cloud services for enhanced accessibility.

See related user reviews

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

Alaaeddine L.

Customer services

“Creation and attachment of documents are made much easier using Clickup Docs' templates. The documents can be tagged using keywords to allow colleagues search with more accuracy and speed. This makes Clickup an excellent tool for collaboration and timely sharing of deliverables such as reports, designs and pages for presentations.”
MO

Michael O.

Senior Civil Engineer

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

Other Top Rated Task Management Software with Document Management in 2026

Ninety logo

Ninety

The EOS® Software that people Know, Love and Trust.

visit website
Ninety is a cloud-based business operating system that makes it easier for small and midsized organizations to build great companies. It brings the core tools of EOS® into one simple, connected platform so leadership teams can align on vision, run better meetings, and hold each other accountable.

Read more about Ninety

Users also considered
Asana logo

Asana

Project tracking and workflow management platform

visit website
Asana is a task management platform 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
Zoho Projects logo

Zoho Projects

Project Management, Collaboration and Bug Tracking

visit website
Efficiently manage tasks with Zoho Projects. Collaborate seamlessly, track progress in real time, and meet deadlines with ease.

Read more about Zoho Projects

Users also considered
Airtable logo

Airtable

AI-Powered, No-Code App Building Platform

visit website
Manage tasks with speed and clarity using Airtable’s AI-powered platform. Centralize work, coordinate teams, and adapt plans in real time with flexible workflows that accelerate delivery.

Read more about Airtable

Users also considered
Jira logo

Jira

Project management and work tracking software

visit website
Jira is task and 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.

Read more about Jira

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
Category Leaders

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

Connecteam task management software is an app to make task allocation and progress overview quick and easy, even when on the go.

Read more about Connecteam

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

Improve your task management with monday.com, the customizable platform built to help managers and teams organize their work more efficiently. Eliminate repetitive work with no-code automations, integrate your favorite tools, and easily assign and track tasks with intuitive boards and dashboards.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

Managing your tasks has never been easier. With one click, select tons of tasks and perform any action on them with ClickUp's Multitask Toolbar. Organize tasks and make quick changes. Shuffle tasks as the team adjusts to new requirements and sort all of your tasks globally, not just by project.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Box logo

AI-driven content, collaboration and workflow management

Box is a content cloud and AI-enabled platform that enables businesses to securely manage, collaborate on, and automate workflows for their content. It offers end-to-end data protection, seamless collaboration both internally and externally, and AI-powered features to extract insights from unstructured data and streamline critical business processes.

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
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

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100M users worldwide. Miro allows you to use various tools and templates to get the work done visually and collaborate with your team even if your team is distributed.

Read more about Miro

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 goes beyond simple to-do lists. Prevent burnout by breaking up workloads into manageable chunks, and offering customized views and processes. All project details, decisions, and updates are organized in one shared space, and teams can collaborate in real time.

Read more about Wrike

Users also considered
MeisterTask logo
Category Leaders

Collaboration and task management software.

MeisterTask is a web-based task and project management tool that is perfect for managing your tasks. A beautifully designed interface, intuitive functionality, and seamless integration with other business tools make it the logical choice for task management for teams worldwide.

Read more about MeisterTask

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

Consolidate incoming requests into a single queue for easy prioritization—and then use a centralized platform to manage the work. Beyond requests, Adobe Workfront displays tasks in a single, social media-inspired view, with inline editing for updating action items, due dates, assignees, and more.

Read more about Adobe Workfront

Users also considered
SuiteDash logo

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to get business done: task management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Paymo logo

Task Management, Time Tracking, and Accounting for SMBs

Split projects into manageable tasks, assign them to your team and set milestones. Create Project Templates that you can use for repetitive work.

Read more about Paymo

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

Key features for Task Management software

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

  • Task Editing: Reviewers highlight that task editing allows easy updates to details, due dates, priorities, and collaboration, ensuring comprehensive change tracking and flexibility. 92% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users appreciate task scheduling for setting deadlines, assigning tasks, tracking progress, and integrating with calendars, enhancing organization and time management. 92% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Reviewers value task progress tracking for providing visibility into task status, identifying bottlenecks, and ensuring timely completion through various visual tools. 90% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users find workflow management crucial for defining processes, automating tasks, and enhancing collaboration, ensuring efficient and organized project execution. 90% of reviewers rated this feature as important or highly important.
  • Calendar Management: Reviewers highlight calendar management for offering a visual overview of tasks and deadlines, supporting integrations, and helping teams stay organized and on track. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users appreciate mobile access for enabling task management, collaboration, and real-time updates on-the-go, enhancing productivity and flexibility. 85% of reviewers rated this feature as important or highly important.