Ease of use
Your team will live in this tool every day. Look for a clean interface, simple task entry, and views that make it obvious what is due this week. If adoption feels hard in a trial, it will be harder after rollout.
Collaboration
Comments, file attachments, and notifications keep work out of scattered email threads. Make sure people can see context quickly—who owns a task, what was decided, and what is blocked.
Task and project views
Most teams need more than one view: a Kanban board for flow, a list for bulk edits, and a timeline or calendar for deadlines. Choose a tool that supports the views your team actually uses instead of forcing everyone into one layout.
Automation
Rules that move tasks, assign owners, or update fields can remove a lot of manual admin. Check how many automations are included on each plan and whether common workflows—like moving tasks when statuses change or nudging overdue work—are easy to set up.
Reporting and integrations
Small businesses usually need simple reporting on workload, due dates, and project status. Integrations with tools like time tracking or CRM help you avoid re-entering data and keep clients, hours, and projects in sync.