[
Hive Reviews
](https://www.g2.com/products/hive-hive-hive/reviews)

[
Hive Reviews
](https://www.g2.com/products/hive-hive-hive/reviews)

# Hive Features

##### 
## Time Tracking (5)

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

Tracking Time to Project/Task

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

Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Reimbursement Management

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

Task Progress Tracking

Track the status and progress of tasks

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##### 
## Client Invoicing (5)

Invoice Creation and Delivery

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

Electronic Payments

Accepts electronic payments from clients

Project Accounting / Revenue Recognition

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

Biometric Recognition

Facial or other physical recognition to confirm identity

Optical Character Recognition

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

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##### 
## Mobile Time Tracking (15)

Project Time Tracking

Measure time to completion or hours worked for projects

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Progress Tracking

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

Activity Tracking

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

Time Tracking by Client

Track time worked per client

Project Tracking

Monitor the progress of projects from start to finish

Billable Items Tracking

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

Attendance Tracking

Track the attendance of specific individuals or groups

Vacation/Leave Tracking

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

Project Time Tracking

Measure time to completion or hours worked for projects

Leave Tracking

Manage and track employee attendance

Budget Tracking

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

Online Time Tracking

Track employee and task times using internet connection

Offline Time Tracking

Track employee and task times without internet connection

Location Tracking

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

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##### 
## Administration (18)

Business Tool Integration

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

Workflow

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

Automated Reminders

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

User, Role, and Access Management

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

Timesheet Management

Track the amount of time spent on a job or task

Payroll Management

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

Employee Management

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

Invoice Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Mobile Access

Access software remotely via mobile devices

Mobile Access

Access software remotely via mobile devices

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Permissions

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

Procedures

Maintain procedures for data access and governance.

Remote Work

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

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##### 
## Platform (11)

Reporting

Access pre-built and custom reports and dashboards.

APIs / Integration

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.

Internationalization

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

Performance and Reliability

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.

Mobile User Support

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

Accounting Integration

Integrate with a third-party accounting system

QuickBooks Integration

Integrates with QuickBooks

Real-Time Reporting

Active reporting of data and metrics

Third-Party Integrations

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

Payroll Integration

Facilitates integration with multiple third-party payroll systems

Accounting Integration

Integrate with a third-party accounting system

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##### 
## Tasks (12)

Creation & Assignment

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

Due Dates

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

Task Prioritization

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

To-Do Lists

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

Dependencies

Define dependencies between tasks and the rules to manage them.

Mass Updates

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

Drag & Drop

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

Recurring Tasks

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

Real-Time Updates

Receive system updates as soon as any changes are made

Tasks

Allows users to create, modify, and delete tasks

Details

Helps users capture all relevant details required to perform tasks

Priority

Assigns priorities to tasks and allows admin to change priorities

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##### 
## Projects (35)

Planning

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

Project Map

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

GANTT

Provide visual representations of tasks, dependencies, and progress.

Calendar View

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

Views

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

Project Budgeting

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

Issue Tracking

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

Templates

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

Critical Path

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

Time & Expense

Track time and expenses associated with projects or tasks.

Methodologies

Support agile and waterfall project management methodologies.

Project Time Tracking

Measure time to completion or hours worked for projects

Bug Tracking

Monitor and track bugs and issues in the system.

Milestone Tracking

Monitor task progress and planned accomplishments to better manage project status

Task Progress Tracking

Track the status and progress of tasks

Activity Tracking

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

Project Tracking

Monitor the progress of projects from start to finish

Status Tracking

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

Progress Tracking

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

Agile Methodologies

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

Sprint Planning

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

Project Planning

Organize and schedule projects

Release Planning

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

Multiple Projects

Ability to handle several projects simultaneously

Multi-Department/Project

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

Customizable Templates

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

Project Templates

Pre-designed project plans that can be customized

Gantt/Timeline View

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

Percent-Complete Tracking

Level of completion within a task

Reporting/Project Tracking

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

Goal Setting/Tracking

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

Time Tracking

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

Traditional Methodologies

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

Task Planning

Traditional Methodologies

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

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##### 
## Resource Management (8)

Resource Definiton

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

Capacity

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

Scheduling

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

Task Scheduling

Track and manage the scheduling of tasks

Project Planning/Scheduling

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

Definition

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

Allocation

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

Optimization

Improve resource utilization across various projects and portfolios.

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##### 
## Project Monitoring (4)

Baselining / KPIs

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

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Activity Dashboard

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

Activity Dashboard

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

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##### 
## Portfolio Management (5)

Portfolio Types

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

Planning

Plan activities and tasks across various portfolios or programs.

Alignment

Align different kinds of portfolios with business and financial goals.

Portfolio Mix

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

Resource Allocation & Planning

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

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##### 
## Project Management (6)

Dependencies

Manage dependencies between projects from one or multiple portfolios.

Priorities

Assign priorities for projects that are part of portfolios.

Lean Management

Include lean project management features and best practices.

Deadline Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Change Management

Track and monitor efficient handling of all changes/transitions

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##### 
## Data & Analytics (4)

Data Consolidation

Consolidate project and portfolio data from separate sources.

Visualizations

Provide custom project and portfolio monitoring visualizations.

Performance

Monitor the performance of different types of portfolios.

Risk Analysis

Perform risk analysis at the portfolio or project level.

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##### 
## Analytics (3)

Analytics

Tools to analyze productivity and other team data in order to better plan tasks and projects.

Real-Time Analytics

Analyze and gain insights into data in real-time

Visual Analytics

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

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##### 
## Execution (8)

Team Collaboration

The ability for teams to collaborate on projects and other tasks within the platform.

Project Management

Tools to plan, delegate, and track short- or long-term projects.

Task Management

Tools to assign and track tasks to various team members and monitor their completion.

Workflow Management

Create, design and manage workflows for repetitive tasks

Portfolio Management

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

Evaluation Management

Create, share, and manage the distribution of job descriptions/duties

Communication Management

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

Feedback Management

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

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##### 
## Roadmapping (2)

Roadmaps

Tools to create visual roadmaps for long-term strategy or innovation.

Timelines

Long-term planning of projects, strategies, and taks with different phases or stages.

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##### 
## Business Instant Messaging (9)

File Sharing

Allows users to send and open various file types.

Notifications

Notifies users when they have been contacted or tagged.

Search

Message content search capability.

Screen Sharing

Digitally share screen view with others

Alerts/Notifications

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

Mobile Application

Software can be accessed through a downloadable mobile application.

Web Application

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

Third-Party Integrations

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

Active Directory Integration

Integrates with Active Directory

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##### 
## Business Instant Messaging (4)

Audio Conferencing

Allows users to communicate via audio call.

Video Conferencing

Allows users to communicate via video call.

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Conferencing

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##### 
## Grammar (4)

Grammar Check

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

Tone Check

Evaulates emotional tone of words written.

Sentence Formatting

Ensures sentences are formatted properly.

Spell Check

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##### 
## Formatting (4)

Plagiarism Check

Checks for instances of plagirism.

Style Editor

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

Citation Finder

Finds and formats citations for works mentioned.

Rich Text Editor

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

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##### 
## Content (3)

Content Ideas

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

Content Generation

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

Form Generation

Generates a form based on information presented.

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##### 
## Product Type (1)

Standalone Application

Application is available as a standlone product.

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##### 
## Setup (6)

Activities

Provide standard activities and tasks that can be customized by users

Flows

Users can easily create flows using drag and drop features

Dependencies

Define and manage dependencies between tasks and workflows

Notifications

Include alters that can be used with workflows

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Business Process Automation

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

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##### 
## Management (3)

Updates

Ability to update multiple workflows at the same time

Audit Trail

Maintain a history of all workflow changes

Integration

Integrate with ERP or project management software

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##### 
## Communication (4)

360 Degree Feedback

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

Confidence Levels

Allows users to rate their confidence level concerning goal completion.

Messaging Integrations

Integrates with outside business instant messaging tools.

Onboarding

Provides built-in onboarding tools for new user adoption.

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##### 
## Goal Creation (4)

Team OKR

Allows users to make team-wide OKRs.

Individual OKR

Allows users to make OKRs for individual team members.

Action Item Creation

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

Collaboration Tools

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

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##### 
## Kanban Boards (3)

Kanban Cards

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

Drag and Drop

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

Visibility

Boards provide visibility accross all projects, tasks, and users

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##### 
## Planning (4)

Workflow

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

Backlog

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

Optimization

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

Configurable Workflow

Configure existing workflows to meet your organization's needs

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##### 
## Platform Basics (7)

Drag & Drop Scheduling

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

Project and Task Lists Organization

Ability to organize recurring projects and tasks into standardized workflows.

Project Templates

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

Budgeting and Cost Estimation

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

Team Member Roles

Ability to assign team members specific roles on specific projects.

Automated Alerts and Notficiations

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

To-Do List

A digital list of items that need to be completed

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##### 
## Content Planning (4)

Content Organization

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

Task Assignment

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

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Task Scheduling

Track and manage the scheduling of tasks

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##### 
## Other Features (2)

Integrations

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

Reporting

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

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##### 
## Task Creation (4)

Creation & Assignment

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

Due Dates

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

Drag & Drop

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

Mass Updates

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

Show More

##### 
## Task Management (5)

Task Prioritization

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

To-Do Lists

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

Dependencies

Define dependencies between tasks and the rules to manage them.

Recurring Tasks

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

Project Templates

Pre-designed project plans that can be customized

Show More

##### 
## Automation (3)

Workflows

Provide standard workflows that can be used accross the company.

Customization

Allow administrators to configure workflows and processes.

Data repository

Deliver a single data repository for all project information.

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##### 
## Project management (7)

Task Prioritization

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

Dependencies

Define dependencies between tasks and the rules to manage them.

Planning

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

Views

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

Scheduling

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

Critical Path

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

Dashboards

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

Show More

##### 
## Workload (4)

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Workspace

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

Configuration

Provide drag and drop options to configure workspaces.

Insights

Monitor work accross the company and analyze performance.

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##### 
## Communication & Collaboration (3)

Communication Channels

Support multiple channels for internal and external communications.

Document Management

Allow users to share and collaborate on documents and files.

Collaboration

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

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##### 
## Cost Management (3)

Project Budgeting

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

Time & Expense

Track time and expenses associated with projects or tasks.

Profitability

Monitor project proftability by team or department.

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##### 
## Integration (3)

Front Office

Integrate with CRM, marketing, or customer service software.

Back Office

Provide integration with accounting software and ERP systems.

External data

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

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##### 
## Marketing Campaign Performance (8)

Performance and ROI Tracking

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

Activity Tracking

Ability to compare marketing plans to historical activity.

Project Tracking

Monitor the progress of projects from start to finish

Progress Tracking

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

Goal Setting/Tracking

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

Status Tracking

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

Project Time Tracking

Measure time to completion or hours worked for projects

Task Progress Tracking

Track the status and progress of tasks

Show More

##### 
## Customization (5)

Custom Fields

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

Conditional Logic

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

Multi-page Forms

Allows users to create forms with more than one page

Design

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

Forms Creation & Design

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

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##### 
## Additional Functionality (622)

Embedded Forms

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

Notifications

Sends notifications when a completed form is recieved

Payments

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

Mobile Forms

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

Customizable Forms

Customize contracts and forms to collect specific information

Real-Time Notifications

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

Alerts/Notifications

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

Backlog Management

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

API

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

Retrospectives Management

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

Task Management

Create, manage and track all task activities and progression

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Supports Scrum

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

Team Management

Organizing a group of people to accomplish a task

Kanban Board

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

Request Management

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

Commenting/Notes

Leave comments and notes on documents for others to view

Charting

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

@mentions

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

Planning Tools

Projections

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

Collaboration Tools

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Email Management

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

Project Workflow

Create, manage, or update project workflows.

Deadline Management

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

Role-Based Permissions

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

Alerts/Notifications

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

Reporting & Statistics

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

Customizable Fields

Customize data fields to support various needs and use cases

AI Copilot

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

Resource Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

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

Negative Feedback Management

Identify, track, and respond to negative feedback

Data Import/Export

Import and export data to and from software applications

File Management

Create, save, and store files

Assignment Management

Assign issues and tasks based on availability or required skills

Progress Reports

Document and report the progress of ongoing projects

Budget Management

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

Real-Time Reporting

Active reporting of data and metrics

Real-Time Notifications

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

Requirements Management

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

Search/Filter

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

Issue Management

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

Document Management

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

Release Management

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

For IT Project Management

Supports project management for IT professionals & teams

Product Roadmapping

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

Change Management

Track and monitor efficient handling of all changes/transitions

Mobile App

Access the system via a mobile application

Portfolio Management

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

Testing/QA Management

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Risk Management

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

Web-based Deployment

SaaS, web-based, online deployment

Idea Management

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

Client Portal

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

File Sharing

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

Version Control

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

Availability Management

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

Productivity Analysis

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

Multi-Channel Communication

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

Forecasting

Form predictions based on past and present data/trends

Key Performance Indicators

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

Remote Support

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

Predictive Analytics

Predict future data based on historical data sets

Tagging

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

Feedback Management

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

User Management

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

Network Diagram

Diagram that depicts connections among nodes in a network

Project Management

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

Document Storage

Store and organize documents in a centralized system

Visualization

Graphical representation of data or processes

Customizable Reports

Alter the layout and content of reports

Time Clock

Reminders

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

Daily Reports

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

Configurable Workflow

Configure existing workflows to meet your organization's needs

Roadmapping

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

Iteration Management

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

Timeline Management

Manage a detailed schedule of a product plan

KPI Monitoring

Tracking the status of previously identified performance measurements

For Small Businesses

Designed for small businesses

Chat/Messaging

Communicate using direct chat or messages within the system

Messaging

Communicate using messages within the system

Data Import/Export

Import and export data to and from software applications

Estimating

Estimate expected cost based on various factors before a project begins

Timer

Multi-Currency

Manage and handle various international currencies

Customizable Reports

Alter the layout and content of reports

Alerts/Notifications

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

Reporting/Analytics

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

Real-Time Updates

Receive system updates as soon as any changes are made

Projections

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

Customizable Fields

Customize data fields to support various needs and use cases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Mobile App

Access the system via a mobile application

Generative AI

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

Activity Dashboard

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Budgeting/Forecasting

Create budgets based on historical data and future projections

Resource Allocation & Planning

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Real-Time Notifications

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

AI Copilot

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

Summary Reports

Reporting & Statistics

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

Real-Time Data

Receive data and information in real time

Automatic Time Capture

Automate recording of time to reduce human error

Overtime Calculation

Manage and record overtime hours for hourly employees

Clock In/Out

Track employees' arrival and departure timings for payroll purposes

Productivity Analysis

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

Multi-Language

Manage and support multiple languages

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Employee Database

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

Billable & Non-Billable Hours

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

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

Audit Trail

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

Role-Based Permissions

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

Project Time Tracking

Measure time to completion or hours worked for projects

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Updates

Receive system updates as soon as any changes are made

File Sharing

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

Customizable Fields

Customize data fields to support various needs and use cases

@mentions

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

To-Do List

A digital list of items that need to be completed

AI Copilot

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

Single Sign On

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

Project Planning

Organize and schedule projects

Activity Tracking

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

Data Import/Export

Import and export data to and from software applications

Corporate/Business

Software specialized for corporate use

Reminders

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

Commenting/Notes

Leave comments and notes on documents for others to view

Document Review

Review and analyze existing information across documents

Version Control

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

Gantt/Timeline View

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

Task Scheduling

Track and manage the scheduling of tasks

Side-by-Side Comparison

Compare two documents or content pieces side by side

Drag & Drop

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

Reporting & Statistics

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

Document Storage

Store and organize documents in a centralized system

Search/Filter

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

Task Planning

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Project Tracking

Monitor the progress of projects from start to finish

For Creative Agencies

For creative teams and agencies

Annotations

Highlight content and/or make notations about parts of content

Due Date Tracking

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

API

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

Generative AI

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

Status Tracking

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Progress Tracking

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

Collaboration Tools

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

Gantt/Timeline View

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

AI Copilot

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

Task Tagging

Add labels or tags to tasks

Spreadsheet View

UI looks like a spreadsheet

Task Scheduling

Track and manage the scheduling of tasks

Search/Filter

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

Email-to-Task Conversion

Convert emails into tasks

Project Tracking

Monitor the progress of projects from start to finish

Time Tracking

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

Sub-Task Management

Split and manage tasks into individual components

Task Progress Tracking

Track the status and progress of tasks

Third-Party Integrations

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Mobile Access

Access software remotely via mobile devices

Task Editing

Edit task information and all related elements

Reporting/Analytics

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

Deadline Management

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

API

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

Dependency Tracking

Track and manage task relationships and dependencies

Document Management

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

Assignment Management

Assign issues and tasks based on availability or required skills

Project Planning

Organize and schedule projects

Task Board View

UI looks like task board

Workflow Management

Create, design and manage workflows for repetitive tasks

Activity Tracking

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

Commenting/Notes

Leave comments and notes on documents for others to view

Resource Management

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

Task Import

Import tasks from external sources

Dashboard

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Real-Time Notifications

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

Collaboration Tools

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

Budgeting/Forecasting

Create budgets based on historical data and future projections

Kanban Board

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

Projections

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

Demand Forecasting

Forecast customer demand using historical insights and simulations

Multiple Projects

Ability to handle several projects simultaneously

Third-Party Integrations

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

Customizable Fields

Customize data fields to support various needs and use cases

Customizable Reports

Alter the layout and content of reports

AI Copilot

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

Reporting/Analytics

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

API

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

Project Templates

Pre-designed project plans that can be customized

Commenting/Notes

Leave comments and notes on documents for others to view

Dashboard

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

Gantt/Timeline View

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

Agile Methodologies

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

Planning Tools

Real-Time Updates

Receive system updates as soon as any changes are made

Project Workflow

Create, manage, or update project workflows.

Task Scheduling

Track and manage the scheduling of tasks

Generative AI

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

Drag & Drop

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

Whitelisting/Blacklisting

Control system access and/or deliverability for applications and email addresses

Customizable Fields

Customize data fields to support various needs and use cases

Signature Management

Add and maintain centralized email signature(s) across an organization

Shared Inboxes

An email inbox that can be accessed and managed by multiple individuals

Email Distribution

Prioritization

Arrange tasks based on the level of priority or urgency

Customizable Forms

Customize contracts and forms to collect specific information

AI Copilot

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

Mobile App

Access the system via a mobile application

Routing

Plan daily routes to optimize employee scheduling and provide directions

Activity Dashboard

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

Collaboration Tools

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

Inbox Management

Organize, prioritize, and manage incoming communications

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Drag & Drop

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

Contact Management

Manage, organize, and store contact information

Email Marketing

Create and send email blasts/campaigns

Data Recovery

Ability to restore deleted, hidden, or lost data from an email server/system

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Autoresponders

Create and automatically send premade copy in response to customer messages

Multiple User Accounts

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

API

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Search/Filter

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

Support Ticket Management

Allow customers/users to submit support queries and service requests

Canned Responses

Shortcuts for inputting frequently used messages

Workflow Management

Create, design and manage workflows for repetitive tasks

Reporting/Analytics

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

Chat/Messaging

Communicate using direct chat or messages within the system

Response Management

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Email Templates

Pre-made examples and templates for emails

Email Monitoring

Ability to oversee and optimize the operations of a mail server

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Email Tracking

Track delivered, received, and opened emails

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Spam Blocker

Filters used to determine different types of malware threats

Alerts/Notifications

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

Customizable Templates

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

Real-Time Reporting

Active reporting of data and metrics

Tagging

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

Campaign Analytics

Track and interpret campaign performance metrics

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Search/Filter

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

AI Copilot

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

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

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

Content Library

Centralized repository to store content and assets

Document Classification

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

Drag & Drop

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

Customizable Branding

Add customized logos and colors to align with company branding

SSL Security

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

API

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

Document Management

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

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

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

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Autofill

Automatically populating fields or sections within a form

Multi-Channel Distribution

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Convert to PDF

Create, edit, convert to and from PDF files

Customizable Templates

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

Media Library

Collection of images, videos and other digital content that can be used

Generative AI

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

Full Text Search

Search for specific words or phrases within a document or database

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Forms Management

Store, manage and track all forms in a centralized location

Electronic Signature

Digitally sign online documents

Third-Party Integrations

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

Reporting/Analytics

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

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

Mobile Access

Access software remotely via mobile devices

Group Messaging

Group messaging lets multiple people carry on a group conversation

Bulk Send

Process of sending a large number of documents, messages or emails to multiple recipients at once

Meeting Management

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

Mobile Access

Access software remotely via mobile devices

Rich Text Editor

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

Role-Based Permissions

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

Discussions/Forums

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Contact Management

Manage, organize, and store contact information

User Management

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

Message Recall

Retrieve sent messages from mailboxes of recipients who haven't yet opened it

Canned Responses

Shortcuts for inputting frequently used messages

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

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

Activity Dashboard

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

Reporting & Statistics

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

Multi-Channel Communication

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

Workflow Configuration

Alter the default workflow to meet your organization's needs

Single Sign On

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Task Management

Create, manage and track all task activities and progression

Reminders

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

Read Receipts

Ability to see if recipient has viewed/opened the message

@mentions

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

API

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

AI Copilot

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

Real-Time Chat

Engage in direct, instant messaging with customers, users, etc.

SSL Security

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

Data Import/Export

Import and export data to and from software applications

Email Management

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

Search/Filter

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

Secure Data Storage

Securely stores data to prevent data loss or breaches

Activity Tracking

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

Broadcast Messaging

Notify large groups of people simultaneously about important updates.

Customizable Branding

Add customized logos and colors to align with company branding

Drag & Drop

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

Commenting/Notes

Leave comments and notes on documents for others to view

Employee Database

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

One-to-One Messaging

Send personal messages to clients or attendees

Event Calendar

A list of events with their respective dates

Tagging

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

Customizable Templates

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

Real-Time Updates

Receive system updates as soon as any changes are made

Employee Photos

Store photos of employees

Mobile Alerts

Notifications via mobile devices

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Blogs

Allows users to publish blogs on social site

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Drag & Drop

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

AI Copilot

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

Customizable Branding

Add customized logos and colors to align with company branding

Data Import/Export

Import and export data to and from software applications

Activity Tracking

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

Role-Based Permissions

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

Progress Tracking

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

Single Sign On

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

Mobile Access

Access software remotely via mobile devices

SSL Security

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

Project Tracking

Monitor the progress of projects from start to finish

Alerts/Notifications

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

Idea Development

Process of exploring and evaluating new ideas as well as composing solutions and tracking progress in order to bring them to market

Prioritization

Arrange tasks based on the level of priority or urgency

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Collaboration Tools

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

Real-Time Notifications

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

Generative AI

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

Ideation

The creation, development, and sharing of potentially innovative new ideas

Activity Dashboard

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

Reporting & Statistics

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

Chat/Messaging

Communicate using direct chat or messages within the system

Polls/Voting

Enable custom polls/voting to facilitate decision-making or increase engagement

API

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

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Configurable Workflow

Configure existing workflows to meet your organization's needs

Data Visualization

Graphical representation of data

Commenting/Notes

Leave comments and notes on documents for others to view

Task Scheduling

Track and manage the scheduling of tasks

Reporting & Statistics

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

Multiple Projects

Ability to handle several projects simultaneously

Gantt/Timeline View

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

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

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

Activity Tracking

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

Assignment Management

Assign issues and tasks based on availability or required skills

Progress Tracking

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

Activity Dashboard

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

Single Sign On

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

Commenting/Notes

Leave comments and notes on documents for others to view

Email Management

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

Search/Filter

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

Real-Time Notifications

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

Prioritization

Arrange tasks based on the level of priority or urgency

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Multi-board

Supports simultaneous creation and work on multiple Kanban boards

Task Progress Tracking

Track the status and progress of tasks

File Management

Create, save, and store files

Milestone Tracking

Monitor task progress and planned accomplishments to better manage project status

Planning Tools

Time Tracking

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

KPI Monitoring

Tracking the status of previously identified performance measurements

AI Copilot

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

Generative AI

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Projections

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

To-Do List

A digital list of items that need to be completed

Roadmapping

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

Project Time Tracking

Measure time to completion or hours worked for projects

Workflow Management

Create, design and manage workflows for repetitive tasks

Project Tracking

Monitor the progress of projects from start to finish

Charting

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

Project Management

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

Project Templates

Pre-designed project plans that can be customized

@mentions

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

Task Management

Create, manage and track all task activities and progression

API

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

Visual Workflow Management

Create, design, and visually represent processes within the software

Tagging

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

Dependency Tracking

Track and manage task relationships and dependencies

Customizable Fields

Customize data fields to support various needs and use cases

Supports Scrum

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

Deadline Management

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

Real-Time Updates

Receive system updates as soon as any changes are made

Revision History

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Assisted Content Creation

Utilizes artificial intelligence to provide content suggestions to users as they type

Collaboration Tools

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

Templates

Sample files or documents that could be customized as needed or used as is

Search

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

Tone Selection

Choose the desired tone for content to be generated

Multi-Language

Manage and support multiple languages

Tagging

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

Autocomplete

Autocompletion of a word or phrase that the user is typing

Document Export

Export content in multiple document formats such as .pdf, .txt, .doc, .xls, and more based on requirements

Dictionary/Thesaurus

Dictionary/Thesaurus

Snippets

Create and save approved content for re-use across the team or business

AI Copilot

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

Third-Party Integrations

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

Reporting/Analytics

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Customizable Templates

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

Customizable Rules

Rules followed by the software/AI can be configured by users to suit their specific needs

API

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

Autocorrect

Automatic correction of spelling and/or grammatical mistakes

Natural Language Processing

Process and analyze human language in text or audio form

Language Detection

Identify different languages

Keyword Research Tools

Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns

Plagiarism Detection

Text Editing

Edit text as needed

Auto-Save

Automatically saves entered text/data

Brand Guidelines

Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines

Negative Feedback Management

Identify, track, and respond to negative feedback

Communication Management

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

Reminders

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

Real-Time Reporting

Active reporting of data and metrics

Reporting & Statistics

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

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Feedback Management

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

Task Progress Tracking

Track the status and progress of tasks

Alerts/Notifications

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

Prioritization

Arrange tasks based on the level of priority or urgency

Activity Tracking

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

Customizable Reports

Alter the layout and content of reports

Drag & Drop

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

Progress Tracking

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

Project Planning

Organize and schedule projects

Data Visualization

Graphical representation of data

Search/Filter

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

API

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

Goal Setting/Tracking

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

Task Management

Create, manage and track all task activities and progression

Real-Time Updates

Receive system updates as soon as any changes are made

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Progress Reports

Document and report the progress of ongoing projects

Single Sign On

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

Goal Management

Allows employees to set and manage work or career related goals

Project Management

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

Customizable Dashboard

Alter the layout and content of dashboards

Real-Time Data

Receive data and information in real time

AI Copilot

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

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Generative AI

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Configurable Workflow

Configure existing workflows to meet your organization's needs

Document Storage

Store and organize documents in a centralized system

Template Management

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

Commenting/Notes

Leave comments and notes on documents for others to view

KPI Monitoring

Tracking the status of previously identified performance measurements

Employee Management

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

Customizable Templates

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

Drag & Drop

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

Template Management

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

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Customizable Dashboard

Alter the layout and content of dashboards

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Document Management

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

Monitoring

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

Progress Tracking

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

Workflow Configuration

Alter the default workflow to meet your organization's needs

Collaboration Tools

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

Commenting/Notes

Leave comments and notes on documents for others to view

Task Management

Create, manage and track all task activities and progression

Forms Management

Store, manage and track all forms in a centralized location

No-Code

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Data Import/Export

Import and export data to and from software applications

Email Management

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

Customizable Reports

Alter the layout and content of reports

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Graphical Workflow Editor

Create, design and modify the flow and processes of tasks in a project

Real-Time Data

Receive data and information in real time

API

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

Search/Filter

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

AI Copilot

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

Mobile Access

Access software remotely via mobile devices

Customizable Fields

Customize data fields to support various needs and use cases

Activity Tracking

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Role-Based Permissions

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

Reporting/Analytics

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

Project Workflow

Create, manage, or update project workflows.

Activity Dashboard

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

File Management

Create, save, and store files

Activity Dashboard

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

Real-Time Updates

Receive system updates as soon as any changes are made

Deadline Management

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

Project Workflow

Create, manage, or update project workflows.

Prioritization

Arrange tasks based on the level of priority or urgency

Configurable Workflow

Configure existing workflows to meet your organization's needs

AI Copilot

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

Reporting & Statistics

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

Email Management

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

Reminders

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Drag & Drop

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

Roadmapping

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

Project Management

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

Customizable Reports

Alter the layout and content of reports

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Predictive Analytics

Predict future data based on historical data sets

Marketing Calendar

See past and upcoming campaigns and communications in a calendar view

Planning Tools

Spend Management

Track the amount of money spent on a certain product or with a certain supplier

Role-Based Permissions

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

API

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

Generative AI

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

Commenting/Notes

Leave comments and notes on documents for others to view

Presentation Tools

Share and present designs

Collaboration Tools

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

Gantt/Timeline View

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

Projections

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

Budgeting/Forecasting

Create budgets based on historical data and future projections

Task Management

Create, manage and track all task activities and progression

Assignment Management

Assign issues and tasks based on availability or required skills

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Tagging

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

API

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

Metadata Management

Collect and maintain structured information that describes data or content

Real-Time Reporting

Active reporting of data and metrics

Commenting/Notes

Leave comments and notes on documents for others to view

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

Generative AI

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

Brand Management

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Budgeting/Forecasting

Create budgets based on historical data and future projections

File Management

Create, save, and store files

Marketing Calendar

See past and upcoming campaigns and communications in a calendar view

Role-Based Permissions

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

Status Tracking

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Customizable Templates

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Template Management

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

Resource Management

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

Customizable Reports

Alter the layout and content of reports

Version Control

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

Content Management

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

Tagging

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

Document Storage

Store and organize documents in a centralized system

Task Scheduling

Track and manage the scheduling of tasks

Workflow Management

Create, design and manage workflows for repetitive tasks

Social Promotion

Market event via social media tools

AI Copilot

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

Campaign Analytics

Track and interpret campaign performance metrics

Dashboard Creation

Creation and customization of dashboards

Task Management

Create, manage and track all task activities and progression

Project Templates

Pre-designed project plans that can be customized

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Single Sign On

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

Activity Dashboard

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

Search/Filter

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

Reporting & Statistics

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

Digital Asset Management

Manage digital assets

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Document Management

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

Configurable Workflow

Configure existing workflows to meet your organization's needs

Expense Management

Plan, pay and track business related expenses.

Alerts/Notifications

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

Collaboration Tools

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

Drag & Drop

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

Customizable Branding

Add customized logos and colors to align with company branding

Project Management

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

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

@mentions

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

Search/Filter

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

Data Import/Export

Import and export data to and from software applications

Alerts/Notifications

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

Document Classification

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

Task Management

Create, manage and track all task activities and progression

Meeting Notes

Create and share notes/annotations taken during meetings

Drag & Drop

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

Wiki

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

Reminders

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Calendar/Reminder System

Notifications/alerts for upcoming events or tasks

Document Storage

Store and organize documents in a centralized system

Activity Dashboard

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

Notes Management

Allow users to create, edit, and sort multiple notes

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Tagging

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

Multi-Device Support

Support multiple types of devices

Collaboration Tools

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

Templates

Sample files or documents that could be customized as needed or used as is

Dashboard

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

File Sharing

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

To-Do List

A digital list of items that need to be completed

Generative AI

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

Commenting/Notes

Leave comments and notes on documents for others to view

Content Scan

Scan written content within documents, files, or websites

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Annotations

Highlight content and/or make notations about parts of content

Full Text Search

Search for specific words or phrases within a document or database

Task Tagging

Add labels or tags to tasks

Handwriting Recognition

To scribe and interpret the written words received from online or offline inputs

Reporting/Analytics

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

AI Copilot

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

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##### 
## Sorting & Filtering (4)

Attachment Search

Enables users to search for specific email attachments.

Tags

Allows users to create and assign custom tags to emails.

AI Sorting

Automatically sorts mail into untuitive categories and/or folders.

Predefined Rules

Allows users to set up predefined rules to automatically sort incoming mail.

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##### 
## Integrations (5)

Microsoft Outlook Integration

This software integrates with Microsoft Outlook.

Gmail Integration

This software integrates with Gmail.

Apple Calendar Integration

This software integrates with Apple Calendar.

Social Media Integration

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

Third-Party Integrations

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

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##### 
## Time Management (3)

Unified Inbox

Provide a unified inbox to manage multiple accounts at once.

Email Automation

Provide the ability to automatically send recurring emails.

Snooze

Provide a feature to snooze, or defer, non-urgent emails.

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##### 
## Generative AI (17)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

Generative AI

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

Show More

##### 
## Strategy - Project and Portfolio Management (25)

Simulation

Simulate the outcomes of various business case scenarios and mix of projects

Tracking

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Planning

Create plans to implement activities to achieve strategic objectives

Objectives

Define strategic objectives related to project and portfolio management

Visiblity

Provide a 360 view of all projects and portfolios and their corresponding strategies

Alignment

Align project and portfolios with the strategic objectives of the company

Risk Management

Mitigate risks related to projects and portfolios that may impact strategic objectives

Implementation

Deploy strategic planning to project and portfolio management activities

Optimization

Help with continuous improvement and to adapt to strategy updates and market changes

Prioritization

Assign priorities to projects and portfolios based on strategic objectives

Timesheet Management

Track the amount of time spent on a job or task

Workflow Management

Create, design and manage workflows for repetitive tasks

Resource Management

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

Task Management

Create, manage and track all task activities and progression

Requirements Management

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

Assignment Management

Assign issues and tasks based on availability or required skills

Document Management

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

Project Time Tracking

Measure time to completion or hours worked for projects

Status Tracking

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

Progress Tracking

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

Time & Expense Tracking

Log and record hours worked and costs spent to assist in billing and invoicing

Project Tracking

Monitor the progress of projects from start to finish

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Activity Tracking

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

Portfolio Management

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

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##### 
## Proofing Features - Online Proofing (3)

Smart Compare

Help users easily identify differences between different versions of an image.

Gridlines and Rulers

Provides a visual guide to help users accurately align and measure elements within their designs.

Tagging

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

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##### 
## Platform - Online Proofing (14)

Dashboard

Offers a centralized dashbaord that shows project statuses, feedback, and deadlines to streamline workflow management.

Integrations with Creative Tools

Connects with creative tools such as content creation and graphic design software.

Integrations with Project Management Tools

Connects with project management tools to organize tasks, timelines, and resources.

Version Management

Tracks and organizes multiple versions of a design to help wtih easy comparison and retrieval of past versions.

Template Management

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

Document Management

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

Collaboration Tools

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

Third-Party Integrations

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

Task Management

Create, manage and track all task activities and progression

File Management

Create, save, and store files

Multiple Projects

Ability to handle several projects simultaneously

Deadline Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### 
## Workflow and Collaboration - Online Proofing (2)

Workflow Templates

Allows users to set up and save custom workflows for repetitive review processes.

Notifications

Sends notifications to users about updates, comments, and approval statuses.

Show More

##### 
## Generative AI - Business Instant Messaging (1)

Text Summarization

Condenses long documents or text into a brief summary.

Show More

##### 
## AI - Business Instant Messaging (5)

AI Powered Search

Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.

Smart Notifications

Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.

AI Powered Language Translation

Uses AI-powered language translation tools to translate messages in real-time.

Content Generation

Creates, assists, or automates the generation of text-based content within the platform.

Generative AI

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

Show More

##### 
## Agentic AI - Kanban Project Management (10)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

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

Task Planning

Project Planning

Organize and schedule projects

Show More

##### 
## Agentic AI - Google Workspace Project Management (2)

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Show More

##### 
## Agentic AI - Business Instant Messaging (3)

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Multi-Language

Manage and support multiple languages

Show More

##### 
## Agentic AI - Project Management (9)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

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

File Transfer

Move files across different systems or networks

Show More

##### 
## Agentic AI - Work Management (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Show More

##### 
## Agentic AI - Workflow Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Marketing Calendar (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Task Planning

Project Planning

Organize and schedule projects

Media Planning

Identify advertising and promotional sources to be used in marketing efforts

Campaign Planning

Plan and strategize marketing campaigns

Show More

##### 
## Agentic AI - Marketing Resource Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Activity Planning

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Campaign Planning

Plan and strategize marketing campaigns

Show More

##### 
## Agentic AI - Note-Taking Software (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Show More

##### 
## Agentic AI - Objectives and Key Results (OKR) (2)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### 
## Agentic AI - Email Management (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Policy Compliance Management](/glossary/policy-compliance-management)

Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.

[Document Management](/glossary/document-management-definition)

Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.

[To-Do Lists](/glossary/to-do-lists)

To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.

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##### Categories on G2

[
Business Instant Messaging
](https://www.g2.com/categories/business-instant-messaging)[
AI Writing Assistant
](https://www.g2.com/categories/ai-writing-assistant)[
Workflow Management
](https://www.g2.com/categories/workflow-management)

[
Work Management
](https://www.g2.com/categories/work-management)[
Project Management
](https://www.g2.com/categories/project-management)[
Task Management
](https://www.g2.com/categories/task-management-software)[
Time Tracking
](https://www.g2.com/categories/time-tracking-software)[
Online Form Builder
](https://www.g2.com/categories/online-form-builder)[
Note-Taking Software
](https://www.g2.com/categories/note-taking-software)[
Marketing Calendar
](https://www.g2.com/categories/marketing-calendar)[
Project and Portfolio Management
](https://www.g2.com/categories/project-and-portfolio-management)[
Objectives and Key Results (OKR)
](https://www.g2.com/categories/objectives-and-key-results-okr)[
Marketing Resource Management
](https://www.g2.com/categories/marketing-resource-management)[
Kanban Project Management
](https://www.g2.com/categories/kanban-project-management)[
Strategy and Innovation Roadmapping Tools
](https://www.g2.com/categories/strategy-and-innovation-roadmapping-tools)[
Email Management
](https://www.g2.com/categories/email-management)[
Online Proofing
](https://www.g2.com/categories/online-proofing)[
Google Workspace Project Management
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