Lytho Features
Interface and Performance (6)
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Import/Export
Import and export large media files or folders into or from the database quickly and efficiently.
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Organizational Interface
Navigating media collections is logical and elegant with visual file hierarchies and customizable thumbnail/filename display.
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Search
Able to search and filter assets by keywords and metadata.
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File Preview
Able to easily preview large image files and video storyboards.
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Analytics
Provides insights into the performance of digital content across its entire lifecycle.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Asset Management (8)
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File Types
Software supports a wide range of file types.
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Metadata
Automatically adds descriptive metadata like file size and upload date, can extract XMP, IPTC and EXIF metadata, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
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File Transformation
Automatically or manually convert files into different sizes or file types within the DAM system.
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Versioning
Keep track of incrementally changing versions of the same asset.
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Expiration
Automatically archive, delete, or revoke access to assets that have reached the end of their life cycle.
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Watermark
Apply visual watermarks to images and video.
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Digital Rights Management
Manage the licensing and copyright information for assets within the DAM system.
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Brand Guidelines
Houses an organization's brand guidelines in a centralized location within the digital asset management platform
Media Types (3)
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Video
The software is optimized to load, preview, search and edit video media files.
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Audio
The software is optimized to load, preview, search and edit audio media files.
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Images
The software is optimized to load, preview, search and edit image media files.
Administration (13)
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Workflow Management
Create rules that automate processes, such as converting into certain file types or routing projects to certain users for review and approval.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Brand Portal
Publish media or media collections to your website or share externally via temporary hyperlink.
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Integration with Creative Software
Allow creatives to access, edit and upload assets in the DAM system directly from design or photo/audio/video editing software.
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Integration with Marketing Software
Integrate digital assets automatically into marketing workflows and marketing technologies like web content management and e-commerce software.
CMS Integration
Integration with content management software
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Metadata Management
Collect and maintain structured information that describes data or content
Video Management
Store and manage online video content
File Management
Create, save, and store files
Configurable Workflow
Configure existing workflows to meet your organization's needs
Tasks (8)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (33)
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
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GANTT
Provide visual representations of tasks, dependencies, and progress.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Templates
Provide standards templates that can be customized by users to create new projects.
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Critical Path
Automatically calculate the critical path for projects and update it when projects change.
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Time & Expense
Track time and expenses associated with projects or tasks.
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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
Resource Management (5)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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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
Project Monitoring (4)
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Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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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
Setup (6)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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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
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
Task Creation (4)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
Project Templates
Pre-designed project plans that can be customized
Communication (5)
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Chat
Provide live chat tools for instant messaging
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Discussions
Ability to involve multiple users in public or private discussions
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External
Allow external users to use chat and discussions
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Feedback
Provide functionality to create and manage polls and surveys
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Announcements
Manage news and announcements by company or department
Content & Documents (4)
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File Sharing
Documents can be shared between users and teams
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Notes
User can share notes with colleagues or external users
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Search
Help users find documents and other types of content
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Versioning
Keep track of document versions and related changes
Controls (4)
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Custom Views
Create personalized project views for collaboration
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Followers
Allow users to follow tasks which are not assigned to them
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User Management
Define and manage users access to documents and collaboration features
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Calendars
Manage private and shared calendars and associated events
Project Management (4)
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Task Management
Include features to create, assign, and manage tasks.
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Planning
Deliver project plans that can be customized by users.
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Visibility
Provide visibility into collaborative processes accross the company
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Integration
Provide integration with task management and project management software.
Remote Collaboration (3)
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Alignment
Align remote employees with their colleagues and external users
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Accountability
Define and track responsabilities for remote users
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Connectivity
Allow users to connect to tools that they use remotely
Planning (2)
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Collaborative Editorial Calendars / Scheduling Content
Create editorial calendars that can be accessed by multiple users. Schedule content in advance to post at a later date.
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Scheduling Integration
Create content plans or calendars for multiple users and schedule content in advance.
Publishing (1)
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Execute Content Publication
Ability to publish content either from the source it was created or through a third party.
Social Media (1)
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Social Media Integration
Create and publication of content for social media platforms.
Generative AI (9)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Video
Provides the ability to generate video from a text prompt.
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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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proofing Features - Online Proofing (4)
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Smart Compare
Help users easily identify differences between different versions of an image.
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Image Recognition and Tagging
Automatically recognizes and tags elements like objects, people, text, and colors.
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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
Platform - Online Proofing (15)
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Dashboard
Offers a centralized dashbaord that shows project statuses, feedback, and deadlines to streamline workflow management.
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Integrations with Creative Tools
Connects with creative tools such as content creation and graphic design software.
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Integrations with Project Management Tools
Connects with project management tools to organize tasks, timelines, and resources.
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Version Management
Tracks and organizes multiple versions of a design to help wtih easy comparison and retrieval of past versions.
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Brand Compliance
Ensures that creative content complies with brand guidelines and standards.
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
Workflow and Collaboration - Online Proofing (2)
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Workflow Templates
Allows users to set up and save custom workflows for repetitive review processes.
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Notifications
Sends notifications to users about updates, comments, and approval statuses.
Agentic AI - Project Management (4)
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - Digital Asset Management (1)
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Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Project Collaboration (1)
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Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Workflow Management (2)
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Content Creation (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Resource Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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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
Additional Functionality (252)
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
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
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
File Conversion
Convert files to a different format
Mobile App
Access the system via a mobile application
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Asset Sharing
Share access to files and assets with individuals
Automatic Transcription
Use AI to convert voice into text automatically
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Asset Library
Collection of all assets in the system
Video Support
Supports various video file formats
File Transfer
Move files across different systems or networks
Asset Categorization
Organize assets into folders and subfolders or tag assets based on a custom file hierarchy
Image Recognition
Ability of software to identify an image among other data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Natural Language Processing
Process and analyze human language in text or audio form
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Image Library
Store and manage images
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
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
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Technology Glossary Features
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Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Digital rights management plays a crucial role in fighting piracy and protecting copyrighted digital media. Learn more about digital rights management, digital rights management software, and how G2 can help you make the best decision for your business.


