Work structure and customisation
Compare how each product models projects, tasks, work types, and team-specific information.
Can filter, sort, and group tasks by custom task type and status. Can search across projects with multiple criteria and library custom fields on Starter and above.
Can group supported views by status, assignee, priority, task type, and supported custom fields. Can combine task filters using AND or OR conditions.
Workflow configuration
Consider whether the team needs a consistent status model or rules that govern how work moves between stages.
Can customise task types, statuses, and rules, but cannot require fields for each status change. Enterprise adds shared setup across teams. Can request and record sign-off with approval tasks; approval tasks alone do not establish enforced status-transition gates.
Can set statuses and automatic actions, but cannot require fields before each status change. Can coordinate design reviews with assigned Proofing comments and approval statuses, and approve timesheets; arbitrary task-stage approval gates require additional workflow configuration.
Access and extensibility
Review the permission model and the options for connecting or extending each product programmatically.
Can make tasks private, but cannot hide a task from members of a project it is shared with. Can control access to teams, projects, project groups, and tasks, including guest access.
Can give tasks specific access, but the most specific and highest permission wins where access conflicts. Can control who sees or edits spaces, folders, lists, tasks, documents, and dashboards.
Planning and portfolio scope
Consider how near-term execution connects to timelines, initiatives, dependencies, and broader organisational plans.
Can compare workloads across project groups on Advanced. Broader workload and availability planning requires Enterprise. Can track progress, milestones, and reports across projects on Advanced and Enterprise.
Can compare assigned work with capacity in workload views; full portfolio workload management starts on Business. Can combine work across projects using dashboards, workload views, timelines, and task links.