ClickUp Features

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Track the status and progress of tasks

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Measure time to completion or hours worked for projects

Monitor and record expenses such as purchases or charges incurred

Reporting on how each user, task or process has advanced since its initiation

Track and document all activities across devices, networks, and other systems

Track time worked per client

Monitor the progress of projects from start to finish

Track the list of items required to be billed/invoiced to clients

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Measure time to completion or hours worked for projects

Manage and track employee attendance

Track actual spending to ensure it's in line with the planned budget

Track employee and task times using internet connection

Track employee and task times without internet connection

Identify the physical location of an individual, asset, device, etc.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Tools to track and implement required IT changes in a system.

Tools to organize and manage all IT assets within an organization.

A means to view and analyze a large amount of data in order to gain business insights.

Managing inventories and tracking changes to hardware and software configurations

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Plan and coordinate all the resources, costs and time needed to execute assignments

Set and monitor service level agreements to ensure timely response and resolution

Create, manage and track all task activities and progression

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Identify component attributes like servers, hardware, software, and manage relationships across all services

Track, manage, or resolve user requests and IT incidents/issues

Create, design and manage workflows for repetitive tasks

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Manage and track all disruptions and incidents

Track, store, and access client contracts or licenses

Allow customers/users to submit support queries and service requests

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Monitor service demand and performance to plan for adequate resources that meet business needs

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Track and manage inventory levels to maintain proper supply

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Receive system updates as soon as any changes are made

Allows users to create, modify, and delete tasks

Helps users capture all relevant details required to perform tasks

Assigns priorities to tasks and allows admin to change priorities

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a wiki to keep useful product documentation.

Provides a place for product users to interact and ask questions.

Provides a medium for users to make suggestions for the product.

Calculate NPS of customers

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Provide live chat tools for instant messaging

Ability to involve multiple users in public or private discussions

Allow external users to use chat and discussions

Provide functionality to create and manage polls and surveys

Manage news and announcements by company or department

Measures the amount of work an employee can handle in a sprint.

Ranks the priority of a task.

provides a Kanban board to visualize tasks.

Enables the creation of custom workflows to facilitate various processes.

Predicts a products release based on the workflow.

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Define the stages of a workflow and assign tasks to each stage

Tasks can be moved to a backlog based on priority and other criteria

Ability to improve workflows and processes by analyzing the flow of tasks

Configure existing workflows to meet your organization's needs

Tracks the amount of time spent on a task.

Measures the progress of tasks within a product workflow.

Measures the cost of tasks and enables the allocation of budget to different projects.

Provides data on employee performance for gamification.

Reporting on how each user, task or process has advanced since its initiation

Track the status over time for a request, process, asset, or transaction

Track and document all activities across devices, networks, and other systems

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Monitor the progress of projects from start to finish

Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.

Maintains context across user turns in a single session to provide coherent, relevant responses.

Understands varied user phrasing and infers intent without relying solely on keywords or scripts.

Supports building conversational flows using predefined paths, rules, and decision trees.

Provides fallback messages or guidance when the bot cannot understand or fulfill a query.

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Include features to create, assign, and manage tasks.

Deliver project plans that can be customized by users.

Provide visibility into collaborative processes accross the company

Provide integration with task management and project management software.

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

A place for users to submit tickets when they require IT help.

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Alter the layout and content of reports

Allows users to send and open various file types.

Notifies users when they have been contacted or tagged.

Message content search capability.

Digitally share screen view with others

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Software can be accessed through a downloadable mobile application.

Software can be accessed through a downloadable desktop app or a cloud-based site.

Set up connections to third-party platforms to improve business processes

Integrates with Active Directory

Allows users to communicate via audio call.

Allows users to communicate via video call.

Presenter can see and hear participants and vice versa

Checks for grammar errors like misspellings, sentence run-on, etc.

Evaulates emotional tone of words written.

Ensures sentences are formatted properly.

Checks for instances of plagirism.

Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.).

Finds and formats citations for works mentioned.

Input different types of content and edit text formats, fonts, font sizes, and colors

Assists in the ideation process for creating new content, including themes, content types, titles and more

Generates sentences, paragraphs, or papers based on sample text or a topic.

Generates a form based on information presented.

Application is available as a standlone product.

Application is available as a plugin used with another document creation product.

Allows users to draw on the whiteboard.

Assigns or allows users to pick different colors to designate who is drawing.

Provides tools that design mind maps for brainstorming sessions.

Provides premade templates to organize the whiteboard.

Allows users to drag and drop images, videos, links, and other content onto the whiteboard.

Pre-designed project plans that can be customized

Pre-designed layouts that can be customized to match preferences and requirements

Offers a built-in voting system.

Allows users to annotate the whiteboard or comment on specific pieces of content on it.

Integrates with outside content management systems to save the whiteboard or pull content from.

Allows users to share or export whiteboards to other software.

Set up connections to third-party platforms to improve business processes

Product is available as an in-browser application.

Product is available as a downloadable desktop application.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Provides administrative tools for routine maintenance, upkeep, and tracking.

Gives administrators control over user privileges and accessibility for IT assets.

Gives administrators control over hardware and software resource allocation and tracking.

Controls policies and configurations across business applications and hardware.

Active reporting of data and metrics

Provides a service desk for users to submit tickets for IT-related issues.

Tracks action-by-action asset performance with machine- or human-readable logs.

Creates alerts when tracked assets encounter errors or performance issues.

Automates repetitive tasks associated with IT service operations and maintenance.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze and gain insights into data in real-time

Allows multiple users to edit the mind map from different devices simultaneously.

Provides built-in task assignment capability.

Allows users to attach comments or notes to mind maps.

Allows multiple users to simultaneously annotate on a digital whiteboard

Manage and store data in a database

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Manage the process of planning and scheduling meetings, including agenda creation

Assign issues and tasks based on availability or required skills

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Specify or track the date/time a project, task, etc., is due for completion

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Mind maps can be saved as different file types.

Mind maps can be stored via integrations with cloud content management systems.

Software is available on mobile devices.

Software can be used at a desktop comupter by using a downloaded program or a web application.

Set up connections to third-party platforms to improve business processes

Offers different map styles and themes that change font, color scheme, etc.

Allows users to import images for use on the mind map.

Allows users to create and use custom icons for their mind map.

Give users in-app method of reporting bugs and leaving general performance feedback.

Give testers in-app method of reporting bugs and leaving general performance feedback.

Give team members method of reporting bugs and leaving comments on bug status.

Provide reproducible, insightful info surrounding bug and crash scenarios.

Track history of bug status by application version, date, etc.

Store bug tracking data for an appropriate and useful amount of time.

Provides a live feed that updates when the status of a task has changed.

Organizes tasks for different checklists into a daily, weekly, or monthly schedule

Allows users to comment on tasks or checklists.

Provides pre-made templates for specific types of procedures and processes.

Natively provides an online form builder option.

Allow users to download a manual or checklist as a PDF, image file, etc.

Integrates with other outside software.

Allows administrators to set permissions on editing rights, specific checklists, etc.

Software is available as a mobile application.

Software is available either in-browser or as a downloadable software application.

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Input different types of content and edit text formats, fonts, font sizes, and colors

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Pre-designed layouts that can be customized to match preferences and requirements

Gauge satisfaction and receive information for improvement and success

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Search for specific words or phrases within a document or database

Set-up notifications and alerts for web browsers and apps.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Seamlessly integrates with 3rd party websites

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

View and track pertinent metrics to find patterns and gain insights from data

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provides a channel for team members to share media files, communicate, and work together

Provide standard Kanban cards for various types of tasks that can be modified by users

Allows users to drag and drop cards to rearrange them in a board

Boards provide visibility accross all projects, tasks, and users

Ability to drag and drop projects and tasks within a marketing calendar.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

A digital list of items that need to be completed

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Track and manage the scheduling of tasks

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

Provides API access to connect with proprietary business systems or internal data sources.

Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.

Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.

Allows users to sign into the software using a single sign-on (SSO) application.

Saves login information like usernames and passwords for external applications.

Application also serves as an email client.

Applications can be viewed simultaneously within the unified workspace via split screen.

Provides a cross-application activity feed.

Offer a virtual assistant to guide users and recommend routine actions.

Generates reports based on security and/or productivity data.

Enables the creation of custom workflows to facilitate various processes.

Allows users to create multiple workspaces for different projects or teams.

Allows users to connect custom or in-house applications.

Integrates with outside communications software so its features can be used inside the application.

Provides native communication channels within the application.

Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion.

Allows users to share their screen within the application.

Allows multiple users to collaborate on a single document and see edits in real-time

Allows users to communicate in real-time via chat and comments within the document

Software requires a user to have specific hardware to support usage.

Users can run the software on their own devices.

Users can provide permissions on specific accounts or workspaces to control access for specific workspaces.

Software provide integrated or native single sign-on (SSO).

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Pre-designed project plans that can be customized

Ability to search across different data sources, such as databases, intranets, and applications.

Offers search for a variety of file types.

Ability to search in multiple languages without any additional work required.

Ability of search to handle typos.

Allows the end user to filter and refine search results.

Ability to define synonyms for search terms.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the user to search in a natural, intuitive manner.

Search for specific words or phrases within a document or database

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

Ability to import events from an existing account or another calendar

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack

Set up connections to third-party platforms to improve business processes

Seamlessly integrates with 3rd party websites

Documents can be shared between users and teams

User can share notes with colleagues or external users

Help users find documents and other types of content

Keep track of document versions and related changes

Create personalized project views for collaboration

Allow users to follow tasks which are not assigned to them

Define and manage users access to documents and collaboration features

Manage private and shared calendars and associated events

Make project views available for the public.

Align remote employees with their colleagues and external users

Define and track responsabilities for remote users

Allow users to connect to tools that they use remotely

Users can work offline and changes are synced when they back online

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Monitor the progress of projects from start to finish

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Track the status over time for a request, process, asset, or transaction

Measure time to completion or hours worked for projects

Track the status and progress of tasks

Ability to view multiple calendars at once from within a single window

Provides customizable viewing options (e.g., day, week, month, year)

Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

Ability to manage multiple calendars at a time

A list of events with their respective dates

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Schedule and manage the logistics of activities and other gatherings

Manage, store and organize emails within the system or via third-party apps

Manage various aspects of appointments including booking, rescheduling, canceling

Manage attendance for classes, shifts, meetings, or events

Create, update, and manage bookings, itineraries, and reservations

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

Track employee schedules, availability, and performance across projects and tasks

Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings

Calendar functions can be carried out with the use of keyboard shortcuts

Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)

Offers location-based alerts to assist with commuting to and from one location to another

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications via mobile devices

Integrates with calendars to link relevant documents for meetings or appointments

Embeds live documents into websites

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

Tracks changes made to documents and access all revision history

Provides editing and proof-reading tools such as spell check and grammar check

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Transforms a document into a web page and publish to the internet

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Offer various color themes which can be applied to the document

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Estimate or forecast of a future scenario based on the study of present trends

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Track, manage, or resolve user requests and IT incidents/issues

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

Record and follow the progress of every issue

Configure existing workflows to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Customize data fields to support various needs and use cases

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Receive system updates as soon as any changes are made

Allow users to access multiple services after entering their login credentials once

Use AI to generate content in the form of text, images, videos, etc.

Track and manage the scheduling of tasks

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage and track all task activities and progression

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Connect to code repositories (e.g., Git or SVN) to import a project or automate the scanning of source code

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Ability to handle several projects simultaneously

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, save, and store files

Identify and respond to unexpected problems or failures (ie. "negative events")

Graphical representation of data

The creation of a bug/issue ticket, submitted by a team member, customer or end user

Monitor and track bugs and issues in the system.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Leave comments and notes on documents for others to view

An @mention is a way to tag or notify a specific person about a message/post

Set up connections to third-party platforms to improve business processes

Pre-designed layouts that can be customized to match preferences and requirements

Track the status and progress of tasks

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

Provides a channel for team members to share media files, communicate, and work together

Receive system updates as soon as any changes are made

Define levels of authorization for access to specific files or systems

Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment

Manage and track all internal and external communication conducted via calls, email, text, or chat

Import and export data to and from software applications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifications that are delivered to users as soon as an event occurs

Application programming interface that allows for integration with other systems/databases

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Assemble applications and processes by dragging over and arranging pre-built components

Leave comments and notes on documents for others to view

Customize data fields to support various needs and use cases

Track and manage schedules and meetings via an integrated calendar

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Enables creation, management, and tracking of product requirements & features during product production/development

Plan and coordinate all the resources, costs and time needed to execute assignments

An @mention is a way to tag or notify a specific person about a message/post

Ability to handle several projects simultaneously

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize and schedule projects

Allow users to access multiple services after entering their login credentials once

Store and organize documents in a centralized system

A timeline for taking a project live that outlines what features should be operational at the go-live date

Visualize and analyze customer experience across all touchpoints and channels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

View and track pertinent metrics to find patterns and gain insights from data

Manage, store and organize emails within the system or via third-party apps

A digital list of items that need to be completed

Gauge satisfaction and receive information for improvement and success

Specify or track the date/time a project, task, etc., is due for completion

Use AI to generate content in the form of text, images, videos, etc.

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Receive data and information in real time

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Manage a detailed schedule of a product plan

Create, save, and store files

Protect sensitive data for digital privacy

Pre-designed project plans that can be customized

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and re-purpose templates for emails, forms, etc.

Allow guests to view the software and interact with users

Graphical representation of data or processes

Arrange tasks based on the level of priority or urgency

Track work performed and resources used for past customers, sites, or assets

Private online space that lets businesses securely share documents and provide information access to clients

Customize contracts and forms to collect specific information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Database containing accurate and up-to-date information on all operational services

Notifications that are delivered to users as soon as an event occurs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active monitoring of systems, applications, or networks

Use AI to generate content in the form of text, images, videos, etc.

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Online portal through which end users can access the system, manage tasks, or obtain information

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatic reply functionality for incoming messages

Add customized logos and colors to align with company branding

Pre-designed layouts that can be customized to match preferences and requirements

Track the status of support tickets/escalations as they move through the service queue

Tickets are automatically assigned to specific agents based on predefined rules

Templated responses for responding quickly to recurring support requests

Provides a channel for team members to share media files, communicate, and work together

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

System alerts about the need to escalate an issue or request

Define levels of authorization for access to specific files or systems

Creation and customization of dashboards

Control system behavior and appearance, and access and report on system status/health from a distant location

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Communicate using direct chat or messages within the system

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Import and export data to and from software applications

Estimate expected cost based on various factors before a project begins

Manage and handle various international currencies

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Estimate or forecast of a future scenario based on the study of present trends

Customize data fields to support various needs and use cases

Manage the process of evaluating documents or requests submitted for approval

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Assign available resources (human and/or non-human) to various projects and tasks

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Automate recording of time to reduce human error

Manage and record overtime hours for hourly employees

Track employees' arrival and departure timings for payroll purposes

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Manage and support multiple languages

Assign working shifts or tasks to employees based on their availability

Electronic storage of staff/employee contact information and job status in a centralized repository

Track billable hours and/or non-billable expenses for work performed

Track and interpret metrics on the usage of company resources

Provides a channel for team members to share media files, communicate, and work together

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add labels or tags to tasks

UI looks like a spreadsheet

Track and manage the scheduling of tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Convert emails into tasks

Monitor the progress of projects from start to finish

Measure and track time including hours worked and paid time off (PTO)

Split and manage tasks into individual components

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Edit task information and all related elements

View and track pertinent metrics to find patterns and gain insights from data

Specify or track the date/time a project, task, etc., is due for completion

Application programming interface that allows for integration with other systems/databases

Track and manage task relationships and dependencies

Store, manage, and track all electronic documents in a centralized location

Assign issues and tasks based on availability or required skills

Organize and schedule projects

UI looks like task board

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Leave comments and notes on documents for others to view

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Import tasks from external sources

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Stored list of contacts and groups

Schedule in-person or online classes

Pre-designed layouts that can be customized to match preferences and requirements

Reminders sent via email

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Active reporting of data and metrics

Define levels of authorization for access to specific files or systems

Send messages via SMS

Automatically create schedules based on business needs or employee availability and qualifications

Track and manage the scheduling of tasks

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Timed notification for any upcoming task, deadline, appointment, or activity

Track the attendance of specific individuals or groups

A collection of customer information such as contact details, demographics, previous interactions, etc.

Provides a channel for team members to share media files, communicate, and work together

Add customized logos and colors to align with company branding

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Receive data and information in real time

Electronically collect payments for goods or services

Customize contracts and forms to collect specific information

Synchronize with other calendars to view mutual availability and schedules

Application programming interface that allows for integration with other systems/databases

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

A way to visually represent data where different categories of items are marked with different colors

Plan an event's time and location

Receive system updates as soon as any changes are made

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Application programming interface that allows for integration with other systems/databases

Add customized logos and colors to align with company branding

Optimize and manage the search engine optimization efforts for a website or digital content

Active reporting of data and metrics

Use AI to generate content in the form of text, images, videos, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

An extended application or connector that enables users to perform additional services with their current set of tools

A way of interacting with a mobile application using items such as windows, icons, and menus

Create and manage digital catalog of products/services with their details, specifications, and price

Receive and/or send email notifications for urgent updates, requests, or other information

Provides a channel for team members to share media files, communicate, and work together

Notifications via mobile devices

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Store and organize documents in a centralized system

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to chat online in real time

AI-based platform which conducts a conversation via auditory or textual methods

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

An informational database that allows users to add, delete, or revise content

Edit text as needed

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Allow users to access multiple services after entering their login credentials once