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WorkBoard

Paid AndroidAPIiPhoneMacWebWindows

Visit WorkBoard Alternatives Pricing

WorkBoard's own site

What WorkBoard is

WorkBoard is a paid strategy execution platform for connecting strategy with OKRs, portfolios, initiatives, projects, people, and skills. Its goal-management options include OKRs, OGSMs, Play to Win, Hoshin Kanri, scorecards, and automated business reviews. Portfolio tools cover demand intake, planning, prioritization, budget planning, roadmaps, and reporting. WorkBoard describes Portfolio Analyst, Chief of Staff, and Leadership Coach agents for portfolio analysis, OKR cadence, and leadership coaching. Integrations include Microsoft Teams, Slack, Outlook, Google Calendar, Salesforce, Jira, Azure DevOps, Power BI, and Workday. A RESTful API supports data transfers and custom connectors. The platform offers milestone tracking, advanced progress views, scheduled goal reviews, and team collaboration across web, Windows, macOS, iOS, Android, and API access. WorkBoard says it uses AES-256 encryption, Microsoft Azure infrastructure, and lists SOC 2, ISO/IEC 27001, and GDPR compliance. Pricing requires a custom quote, with no free plan.

Who it suits

WorkBoard suits enterprise teams coordinating goals, portfolios, initiatives, and projects across shared workflows. Its integrations, API, scheduled reviews, and mobile access support distributed organizations.

What it does well

  • Supports multiple goal-setting frameworks
  • Includes portfolio planning and reporting
  • Offers AI agents for analysis and coaching
  • Provides REST API and many integrations
  • Advanced progress views and scheduled reviews

What to know first

  • No free plan
  • Pricing requires a custom quote
  • Enterprise-oriented feature set may require planning

Limits

WorkBoard has no free plan. Access is paid through a custom quote, and the listed WorkBoardAI plan does not show a public price.

Plans

PlanBilled and limitsPrice
WorkBoardAICustom quote; pricing not publicly listedOn request

As workboard.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the WorkBoard website
  2. Request a custom pricing quote
  3. Choose web, Windows, macOS, iOS, or Android access
  4. Connect services such as Teams, Slack, Salesforce, Jira, or Workday
  5. Use the RESTful API for data movement or custom connectors
  6. Configure goals, portfolios, milestones, and scheduled reviews

Verdict

WorkBoard combines goal management, portfolio planning, integrations, and AI agents in one platform. Organizations must request pricing and use a paid plan.

Questions

Does WorkBoard offer a free plan?

No. WorkBoard is presented as a paid product and has no free plan.

What platforms support WorkBoard?

It is available on web, Windows, macOS, iOS, and Android, with API access.

How is WorkBoard priced?

Pricing is not publicly listed; the product uses a custom quote.

Which integrations are listed?

Listed connections include Microsoft Teams, Slack, Outlook, Google Calendar, Salesforce, Jira, Azure DevOps, Power BI, and Workday.

Does WorkBoard provide an API?

Yes. Its RESTful API supports moving data into and out of the platform and building custom connectors.

What security and compliance measures are listed?

WorkBoard states that it uses AES-256 encryption in transit and at rest, hosts on Microsoft Azure, and lists SOC 2, ISO/IEC 27001, and GDPR.

Facts from WorkBoard's own pages

AI agents
WorkBoard describes Portfolio Analyst, Chief of Staff, and Leadership Coach agents for portfolio analysis, OKR cadence, and leadership coaching. · workboard.com, 8 Oct 2026
AI data use
WorkBoard says customer data is not used to train LLMs or AI models, and data is not sent to an LLM when AI or agent features are not used. · workboard.com, 8 Oct 2026
API
WorkBoard provides a RESTful API for moving data into and out of the platform and building custom connectors. · workboard.com, 8 Oct 2026
Compliance
The maker lists SOC 2, ISO/IEC 27001, and GDPR, and says it is SOC 2 Type 2 and ISO 27001 compliant. · workboard.com, 8 Oct 2026
Enterprise focus
WorkBoard says it is trusted by large enterprise companies, including 20% of the Fortune 100, three of the Fortune 10, and 10 of the Global 100. · workboard.com, 8 Oct 2026
Founded
2013 · workboard.com, 28 Sept 2026
Headquarters
Silicon Valley · workboard.com, 28 Sept 2026
Headquarters and founding
WorkBoard’s maker has described the company as founded in 2013 and headquartered in Silicon Valley; an earlier company announcement identifies Redwood City, California as its base. · workboard.com, 8 Oct 2026
Integrations
The maker lists integrations and connectors including Microsoft Teams, Slack, Outlook, Google Calendar, Salesforce, Jira, Azure DevOps, Power BI, and Workday. · workboard.com, 8 Oct 2026
Mobile app
WorkBoard’s maker has announced an iPhone app for users to share and prioritize goals, collaborate on action items, and track work. · workboard.com, 8 Oct 2026
OKR management
The platform supports OKRs, OGSMs, Play to Win, Hoshin Kanri, scorecards, and business review automation. · workboard.com, 8 Oct 2026
Portfolio management
Strategic portfolio features include demand intake, planning and prioritization, budget planning, roadmaps, and reporting. · workboard.com, 8 Oct 2026
Pricing availability
The maker’s pricing URL redirects to a demo page, and a WorkBoard article says pricing is not publicly listed and requires a custom quote. · workboard.com, 8 Oct 2026
Product
WorkBoardAI is an AI-native strategy execution platform that connects strategy, OKRs, portfolios, initiatives, projects, people, and skills. · workboard.com, 8 Oct 2026
Security
WorkBoard states that it encrypts data in transit and at rest using AES-256 and hosts product infrastructure on Microsoft Azure. · workboard.com, 8 Oct 2026

Where WorkBoard stands on Freedom251

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