Skip to main content

Workflow Management

Workflow / Task Management

Workflow-management platforms turn repeatable school and district processes into visible, coordinated sequences of tasks, decisions, approvals, and notifications.

They help teams reduce missed steps, unclear ownership, email bottlenecks, and manual data entry while preserving flexibility for exceptions and creating evidence about timing, workload, and process performance.

What these systems support

  • Forms, requests, checklists, assignments, dependencies, and due dates
  • Rules, routing, approvals, reminders, escalations, and electronic signatures
  • Dashboards, workload views, audit trails, integrations, templates, and process analytics

Note: SDLA does not endorse or resell any of the systems listed on this site.


21 results - showing 1 - 20
1 2

Product Details

Website
https://www.airtable.com
Overview
Easily bring all your information together, organize and connect it how you want, and change it as needed.  Workflow automations, external tool API's/Connectors, etc.

Product Details

Website
https://www.aodocs.com/solutions/education/
Overview
Document Management for Education:  Protected digital curriculum. Less paperwork. More time to have an impact on the lives of your students.

Product Details

Website
https://asana.com/
Overview
Asana is web-based software-as-a-service (SaaS) designed to improve team collaboration. It focuses on allowing users to manage projects and tasks online without the use of email. In 2012, Asana released its application programming interface (API) to third-party developers. Asana is integrated with productivity tools including Dropbox, Evernote, Google Drive, Zapier, Harvest, Instagantt, Jira, Zendesk, and DigiSpoke.  In 2013, Asana launched Organizations, which enables companies to adopt Asana at enterprise scale. Organizations added an Asana Team Browser, a user dashboard, employee auto-join and IT administration abilities related to provisioning and permissions.  In 2015, Asana released its native Android app.  Asana recently announced a new interactive feature called Timeline, which business can use to visualize and map out their projects.

Product Details

Website
https://basecamp.com/how-it-works
Overview
Basecamp is more than just a project management tool — it’s a better way to work. Teams that switch to Basecamp are more productive and better organized. With Basecamp, you break up your work into separate projects. Each project contains everything related to the work at hand; all the people involved, every discussion, every document, file, task, important date, etc. Everything!

How it's better: unlike email where everything starts disorganized and you have to constantly manage the chaos, Basecamp projects keep everything organized by default. Things are always where you expect, and it's obvious where to put stuff.

Product Details

Website
https://calendly.com
Overview
Calendly is a meeting scheduling tool that helps you schedule meetings without the back-and-forth emails.  SImply identify your "available" times on your calendar and Calendly does the rest!

Product Details

Website
https://www.civicpermits.com
Overview
Efficient Permit Processing Easy for groups to submit permit requests - easy for your organization to process. Flexible permit approval workflow, fee calculations, and powerful permit tracking. All online, with a few clicks of a mouse. Intuitive Calendaring Search, view, schedule and share all calendars with the click of a mouse. 

Product Details

Website
https://sign.dropbox.com/products/dropbox-sign
Overview
With DropBox Sign, contracts are signed up to 80% faster than traditional paper-based contracts.  Built-in reminders and advanced signer options significantly improve document completion rates.  Easily add your company logo, tagline, and custom messaging to stay on-brand with our business plans.

Product Details

Website
https://www.informedk12.com/product
Overview
Use Informed K12 to automate your school district’s business processes. Spend less time on paperwork and more time on the stuff that matters most to your district.

Product Details

Website
https://www.integrify.com/workflow-solutions/industry/education/
Overview
In education, whether it’s a large university or a local school district, when it comes to managing workflows, accuracy and accountability are critical. Educational institutions deal with a tremendous amount of paperwork and regulations that must be managed daily. By automating the workflow around things like hiring, grant proposals, vendor management, capital expenditure and expense requests, centralized approvals, operations requests, etc. paper and manual processes disappear, leaving a more efficient and productive organization in its place.

Product Details

Website
https://www.instructure.com/k12/products/learnplatform
Overview
The LearnPlatform is a unique product designed especially for those K-12 systems/apps employees working to connect and manage the hundreds of various learning/instruction/curriculum apps in use for schools.  It's unique interface allows district managers to inventory their apps, track real-time usage using an innovative Chrome browser extension/plug-in.  Leaders will be able to see real-time and aggregate data of which apps are actually being used.  This can lead to powerful conversations regarding which apps are generating the most return on their investment.

Product Details

Website
http://www.meettheteacher.com
Overview
Allow parents to book parent conferences online.   By using Meet the Teacher parents can choose their own appointment times from any internet connected device. Parents no longer need to rely on their child to make appointments, phone the school or wait to see the teacher.

Bring your school into the 21st century and revolutionise your next parent teacher conference.

Product Details

Website
https://products.office.com/en-us/business/task-management-software
Overview
Office 365 Planner, which offers people a simple and highly visual way to organize teamwork. Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you’re working on, and get updates on progress. Planner can be used to manage a marketing event, brainstorm new product ideas, track a school project, prepare for a customer visit, or just organize your team more effectively.

Product Details

Website
https://www.nintex.com/workflow-automation
Overview
Nintex allows you to automate processes in minutes using an intuitive, browser-based, drag-and-drop workflow designer. The easy-to-use tool reduces the work involved in building, using and improving processes.  Nintex Forms allows you to create and publish web-ready and mobile-ready forms that feature dynamic fields, data validations, conditional display areas and custom formatting for rich interactions. 

Nintex connects to any system you use to manage content—on-premises or off—so you can tackle simple, single-department processes and complex, company-wide workflows.  Nintex allows you to create workflows that stretch across both cloud-based and on-premises systems and services, so you can distribute your work to multiple sites for multiple purposes and move your data and your workflows to the cloud on your terms.

Drill down into workflow data and filter by process types, users, roles, departments, and more to get answers to your most important questions using Nintex Hawkeye.   More than 6,000 customers use Nintex to save time, boost productivity, and decrease costs.

Product Details

Website
https://www.perfectforms.com/applications/education/
Overview
Schools and universities must balance a shortage of funding with the growing demands of a process-driven world. Increasingly, educators are being tasked to do more with less. PerfectForms helps to improve the efficiency of schools and universities by cutting down on time-consuming busywork and giving educators more time to devote to students. Freeing up resources so the primary focus is on students, not administrative processes.

It doesn't matter if you have one simple online form or 100 complex workflow processes, PerfectForms can scale to meet your unique needs. From feedback forms to entire customer relationship management applications, PerfectForms offers a flexible, powerful environment.

Product Details

Website
https://permissionclick.com/
Overview
Our easy to use form building tools allow you to quickly create and submit forms for almost any situation. Have a form ready-made in PDF or MS Word? Upload it to our Form Conversion tool and automatically convert it into a Permission Click form.

Product Details

Website
https://docs.microsoft.com/en-us/powershell/
Overview
PowerShell is a cross-platform task automation solution made up of a command-line shell, a scripting language, and a configuration management framework. PowerShell runs on Windows, Linux, and macOS.  As a scripting language, PowerShell is commonly used for automating the management of systems.  PowerShell is built on the .NET Common Language Runtime (CLR). All inputs and outputs are .NET objects. No need to parse text output to extract information from output.   

Product Details

Website
https://ssk12.com/
Overview
SchoolStream provides Platform as a Service (PaaS) process automation solutions for all members of the educational ecosystem. This product uses innovative Collaborative Network (CN) technology developed by Right Response, LLC.  SchoolStream is design to support all members in the educational ecosystem, our clients include districts, state offices, county offices, students, parents, community members, and suppliers.

Product Details

Website
https://www.screensteps.com
Overview
ScreenSteps is a cloud-based knowledgebase creation and development tool.  It allows staff members to easily create step-by-step directions for things like accessing software, conducting assessments, filling out HR forms, etc.  The screen grab and annotation tools are well developed and relatively easy to use.  The files created can be grouped into different knowledgebases  (e.g. one for parents, one for teachers, one for staff).  It also includes powerful reports to show you frequently accessed pages and/or search words.  A step up from ordinary Google docs hiding on individual employee's hard drives, ScreenSteps will help you automate and control your content management workflow.

Product Details

Website
http://topdesk.us
Overview
No department is an island. Your customers rely on IT, facilities and other services – with each handlingrequests in their own way. Save your customers a lot of hassle by offering a single point of contact, and even by sharing your processes. With all departments on the same page, communication with your customers becomes more straightforward, and makes your services easier to manage.

Product Details

Website
https://csa.canon.com/online/portal/csa/csa/products/software/softwaredetail/software/uniflow
Overview
uniFLOW is designed to save your organization time and money by providing effective controls over its entire printer and multifunction printer (MFP) fleet. With its modular design, the uniFLOW solution can scale to fit any size organization, and can be customized to fit your organization’s specific needs.

21 results - showing 1 - 20
1 2