Customized Kanban View
Drag & drop tasks easily with the Kanban view. Group tasks by stages, responsible, deadline, etc. Change the name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. See the remaining hours of your tasks also through the Kanban view.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Enable the sub-task feature project by project. Create multi-level subtasks to manage the relationship between tasks.
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Manage documents such as specifications, plans, etc.
Use issues to track support contracts, tickets, bug reports.
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Use automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Every project can have its own email alias. Emails sent to this address automatically create tasks. All recipients of the email are added as followers of the task. Communicate on tasks by sending emails or logging notes.
Follow tasks in just a click and get alerts based on relevant activities.
The activity log attached to every task gives you a detailed history of all activities on the document.
Chat with Users
Chat online with other users to get real-time answers to your questions. Use discussion groups to chat in tasks.
Use the Etherpad integration to collaborate on tasks with several users on the same content, at the same time.
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Use the customer satisfaction rating survey to get feedback from customers. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare the planned and effective hours.
Portal users can have access to tasks and communicate about them, all in the same place.
Link tasks to Field Services and allow planning with a start/end date.
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks.
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
From Sales to Tasks
Do not lose track of the work that needs to get done, streamline processes between teams creating projects or tasks from sales orders.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Have a detailed analysis of the costs and revenues of your projects.
Get statistics on your tasks to analyze the performance of your projects.
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
Automatically create invoices based on tasks or timesheets. Access direct information on customer statements.
Reinvoice expenses on projects in batches. Don't miss out any Income
Use the Google Docs integration to link any document to your tasks or issues: specifications, plans, etc.