Work structure and customisation
Compare how each product models projects, tasks, work types, and team-specific information.
Can group supported views by status, assignee, priority, task type, and supported custom fields. Can combine task filters using AND or OR conditions.
Can regroup board items by a supported column such as a status or source field. Can combine advanced board filters using AND and OR groups on Standard and above.
Workflow configuration
Consider whether the team needs a consistent status model or rules that govern how work moves between stages.
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.
Can require field values before status changes with conditional data validations on Pro and Enterprise, but cannot enforce a fixed sequence of statuses.
Can configure approval pipelines with statuses, permissions, and conditional validation; teams build the approval process on their boards. Can automatically notify people or update tasks when something changes, including across boards.
Access and extensibility
Review the permission model and the options for connecting or extending each product programmatically.
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.
Can apply item viewing permissions on supported plans; availability and scope depend on the board permission configuration. Can control who sees or edits boards and individual columns. Some controls require a higher plan.
Planning and portfolio scope
Consider how near-term execution connects to timelines, initiatives, dependencies, and broader organisational plans.
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.
Can show how assigned work compares with each person’s or team’s availability on Pro and Enterprise. Can combine several boards into one dashboard with charts and progress summaries.