Miro Features
Communication (4)
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Wiki Documentation
Provides a wiki to keep useful product documentation.
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Community Forum
Provides a place for product users to interact and ask questions.
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Customer Ideation
Provides a medium for users to make suggestions for the product.
NPS of Customers
Calculate NPS of customers
Planning (6)
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Work Capacity
Measures the amount of work an employee can handle in a sprint.
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Task Ranking
Ranks the priority of a task.
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Kanban Board
provides a Kanban board to visualize tasks.
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Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Workflow Management (6)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Project Tracking
Monitor the progress of projects from start to finish
Analytics (3)
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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
Execution (8)
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Team Collaboration
The ability for teams to collaborate on projects and other tasks within the platform.
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Project Management
Tools to plan, delegate, and track short- or long-term projects.
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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
Roadmapping (2)
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Roadmaps
Tools to create visual roadmaps for long-term strategy or innovation.
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Timelines
Long-term planning of projects, strategies, and taks with different phases or stages.
Logistics (6)
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Integration
Offers integration to a wide variety of HR software solutions.
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Analytics
Provide analytics such as head count and budgeting.
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Data Import/Export
Import and export data to and from software applications
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Upload
Ability to manually upload the employee roster name by name
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Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Editing & Design (5)
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Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
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Update
Offer the ability to update the list as a business grows.
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Customize
Enable users to customize the design of the org chart.
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Details
Allow users to indicate different roles and departments on the chart.
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Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Design Tools (7)
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Drawing
Allows users to draw on the whiteboard.
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Marker Colors
Assigns or allows users to pick different colors to designate who is drawing.
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Mind Mapping
Provides tools that design mind maps for brainstorming sessions.
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Templates
Provides premade templates to organize the whiteboard.
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Drag-and-Drop
Allows users to drag and drop images, videos, links, and other content onto the whiteboard.
Project Templates
Pre-designed project plans that can be customized
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Communication Tools (2)
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Voting
Offers a built-in voting system.
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Commenting
Allows users to annotate the whiteboard or comment on specific pieces of content on it.
Integrations (3)
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CMS Integrations
Integrates with outside content management systems to save the whiteboard or pull content from.
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Sharing
Allows users to share or export whiteboards to other software.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Software Offering (3)
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In-Browser
Product is available as an in-browser application.
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Desktop App
Product is available as a downloadable desktop application.
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Mobile App
Product is available as a mobile application.
Collaboration Tools (12)
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Collaborative Editing
Allows multiple users to edit the mind map from different devices simultaneously.
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Task Management
Provides built-in task assignment capability.
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Notes and Comments
Allows users to attach comments or notes to mind maps.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Data Storage Management
Manage and store data in a database
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Assignment Management
Assign issues and tasks based on availability or required skills
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Mind Map Availability (5)
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File Formats
Mind maps can be saved as different file types.
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Cloud Storage Integration
Mind maps can be stored via integrations with cloud content management systems.
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Mobile Application
Software is available on mobile devices.
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Desktop Availability
Software can be used at a desktop comupter by using a downloaded program or a web application.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Visual Tools (3)
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Styles and Themes
Offers different map styles and themes that change font, color scheme, etc.
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Image Import
Allows users to import images for use on the mind map.
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Custom Icons
Allows users to create and use custom icons for their mind map.
Platform Basics (24)
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Exporting
Ability to export customer journey maps in a variety of formats to present and analyze.
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Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes.
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Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map.
Predictive Analytics
Predict future data based on historical data sets
Behavioral Analytics
Track and analyse user behavior within a system or network
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
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Modeling Tools
Provides tools that can create an interactive prototype of the final application or the website the user is trying to create.
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Feedback and Communication
Facilitates communication to give feedback on prototype tests, especially those with errors.
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Framework Libraries
Provides a library of frameworks, workflow templates and symbols to be used in the creation of prototypes
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Editing Tools
Gives the ability to use editing tools to adjust speed of the prototype, test features, adjust design of prototype and resolve errors that may pop up in the testing phase.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Image Library
Store and manage images
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Importing Abilities
Allows users to import specific graphic design elements to include in the wireframe.
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Content Design Tools
Allows users to design wireframes by dragging-and-dropping essential website/application elements, such as headers, text, and graphics.
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Framework Libraries
Contains a library of frameworks, outlines, workflow templates and symbols that can be used in the creation of the wireframe.
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Outlining Tools
Provides tools to create outline structures of websites, web pages or applications.
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Mockup Creations
Creates simple sketches or page layouts that form minimally interactive, low-fidelity mockups that can then be converted into prototypes or final websites.
Presentation Tools
Share and present designs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Wireframe Creation
Create static wireframes representing basic skeletal structure of applications and websites to give an overview of design.
Collaboration (4)
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Integrated Communications
Integrates with outside communications software so its features can be used inside the application.
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Native Communications
Provides native communication channels within the application.
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Board Overview
Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion.
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Screen Sharing
Allows users to share their screen within the application.
Hardware (1)
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Bring Your Own Device
Users can run the software on their own devices.
Security (2)
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Permissions
Users can provide permissions on specific accounts or workspaces to control access for specific workspaces.
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Single Sign-On (SSO)
Software provide integrated or native single sign-on (SSO).
Platform Additional Functionality (10)
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Sharing Components
Allows prototypes to be shared on any browser platform, when they are being created, are being tested or are in their completed form.
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User Interface Testing
Allows prototypes creators to test end users' interaction with the interface, while allowing them to provide feedback on the prototype.
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Presentation Integrations
Integrates with presentation slide elements so that users may pitch their prototype to colleagues or other stakeholders.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Usability Testing
Process of evaluating a product or website by testing it with representative users.
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Collaboration Software Integration
Ability to integrate collaborative softwares to allow for the sharing and editing of a singular project across a team.
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Feedback Communication
Allows testers to provide feedback on wireframes through comments, annotations, etc.
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Exporting Capabilities
Allows for the exporting and sharing wireframes.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Prototyping (3)
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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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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Org Chart (2)
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Collaborative Whiteboard (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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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 - Visual Collaboration Platforms (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (392)
Task Management
Create, manage and track all task activities and progression
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Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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Real-Time Updates
Receive system updates as soon as any changes are made
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Task Planning
Product Lifecycle Management
Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Import/Export
Import and export data to and from software applications
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Planning Tools
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
Customizable Fields
Customize data fields to support various needs and use cases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Scheduling
Track and manage the scheduling of tasks
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Multiple Projects
Ability to handle several projects simultaneously
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Planning
Organize and schedule projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Document Storage
Store and organize documents in a centralized system
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Email Management
Manage, store and organize emails within the system or via third-party apps
To-Do List
A digital list of items that need to be completed
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Real-Time Data
Receive data and information in real time
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Timeline Management
Manage a detailed schedule of a product plan
File Management
Create, save, and store files
Data Security
Protect sensitive data for digital privacy
Project Templates
Pre-designed project plans that can be customized
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Guest Access
Allow guests to view the software and interact with users
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Visualization
Graphical representation of data or processes
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Interface
A way of interacting with a mobile application using items such as windows, icons, and menus
Desktop Interface
A way of interacting with a desktop computer using items such as windows, icons, and menus
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Multiple Projects
Ability to handle several projects simultaneously
UI Prototyping
A functional sample, model, or release of a user interface built to test a concept or process.
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Chat/Messaging
Communicate using direct chat or messages within the system
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Annotations
Highlight content and/or make notations about parts of content
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Preview Functionality
Preview materials before finalizing projects
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Version Control
Track revisions and updates made to files and navigate between different versions
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Screen Capture
Save a screenshot of your desktop as an image
Data Import/Export
Import and export data to and from software applications
Real-Time Updates
Receive system updates as soon as any changes are made
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Commenting/Notes
Leave comments and notes on documents for others to view
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Single Sign On
Allow users to access multiple services after entering their login credentials once
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Ideation
The creation, development, and sharing of potentially innovative new ideas
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Updates
Receive system updates as soon as any changes are made
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
API
Application programming interface that allows for integration with other systems/databases
Mockup Creation
Tools to create a static representation of a product or project, showing users and stakeholders how it may look and be used.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
UI Prototyping
A functional sample, model, or release of a user interface built to test a concept or process.
Software Prototyping
Multiple Projects
Ability to handle several projects simultaneously
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Wireframe Creation
Create static wireframes representing basic skeletal structure of applications and websites to give an overview of design.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Animation
Ability to insert animations/transitions
Version Control
Track revisions and updates made to files and navigate between different versions
Data Import/Export
Import and export data to and from software applications
UX Prototyping
A functional prototype of a product or process to test user experience (UX)
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Multiple Projects
Ability to handle several projects simultaneously
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Flowchart
Diagram that represents an algorithm, workflow, or process
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Planning Tools
Presentation Tools
Share and present designs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Ideation
The creation, development, and sharing of potentially innovative new ideas
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Crowdsourcing
Collects information, opinions, or ideas from a group of people
Idea Ranking
Facilitates users voting on ideas that are presented so the most favorable ones can be highlighted and further pursued
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Templates
Sample files or documents that could be customized as needed or used as is
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Project Planning
Organize and schedule projects
API
Application programming interface that allows for integration with other systems/databases
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Version Control
Track revisions and updates made to files and navigate between different versions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Chat/Messaging
Communicate using direct chat or messages within the system
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Visual Workflow Management
Create, design, and visually represent processes within the software
Task Planning
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Workflow
Create, manage, or update project workflows.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Categorization/Grouping
Organize and group data or items based on various criteria
Projections
Estimate or forecast of a future scenario based on the study of present trends
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Video Conferencing
Connect with meeting participants remotely over video
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Sketching and Annotation Tools
Create, draw, and annotate graphical content directly within the software application
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Workflow Management
Create, design and manage workflows for repetitive tasks
Screen Recording
Record and save a video file of what is happening on a computer screen
Project Planning
Organize and schedule projects
Ideation
The creation, development, and sharing of potentially innovative new ideas
Digital Canvas
Canvas that can be used to create and collaborate in person and online.
Real-Time Updates
Receive system updates as soon as any changes are made
API
Application programming interface that allows for integration with other systems/databases
Commenting/Notes
Leave comments and notes on documents for others to view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Task Scheduling
Track and manage the scheduling of tasks
Planning Tools
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Presentation Tools
Share and present designs
Document Storage
Store and organize documents in a centralized system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Transfer
Move files across different systems or networks
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Task Progress Tracking
Track the status and progress of tasks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Image Library
Store and manage images
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
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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
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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
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Map Creation
Create custom maps
Email Marketing
Create and send email blasts/campaigns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Personalization
Adjust communications based on previous interactions or personal preferences
Customizable Reports
Alter the layout and content of reports
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Customer Profiles
Record customer information, purchase history, and other notes
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
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Map Sharing
Share maps with internal and external stakeholders
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Branding
Add customized logos and colors to align with company branding
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Storyboarding
Dictate the order and pace of an eLearning course, including the logic for how different learners progress
Customer Segmentation
Process of dividing customers into groups based on common characteristics
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Network Diagram
Diagram that depicts connections among nodes in a network
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
API
Application programming interface that allows for integration with other systems/databases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Task Management
Create, manage and track all task activities and progression
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Flowchart
Diagram that represents an algorithm, workflow, or process
Auto Update
Automatic update of information / software
Single Sign On
Allow users to access multiple services after entering their login credentials once
Project Planning
Organize and schedule projects
Customizable Reports
Alter the layout and content of reports
Image Library
Store and manage images
Real-Time Updates
Receive system updates as soon as any changes are made
Multi-Language
Manage and support multiple languages
Document Embedding
Embed diagrams directly into documents
Document Storage
Store and organize documents in a centralized system
Freehand Sketch
The ability to manual sketch/create a diagram
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Wiki
An informational database that allows users to add, delete, or revise content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Bottleneck Identification
Detect areas where test errors occur
Process Builder
Outline and document business processes via step-by-step building blocks
Team Management
Organizing a group of people to accomplish a task
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Status Tracking
Track the status over time for a request, process, asset, or transaction
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Video Conferencing
Connect with meeting participants remotely over video
Analytics
Tools for the systematic analysis of various types of data or statistics
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Screen Sharing
Digitally share screen view with others
Change Management
Track and monitor efficient handling of all changes/transitions
Document Management
Store, manage, and track all electronic documents in a centralized location
Visual Workflow Management
Create, design, and visually represent processes within the software
Specialized or Emerging Capabilities
Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making
Distinct AI Functionality
Have features and use cases that do not fit into existing AI software categories
Niche Application
Address unique or niche requirements not covered by mainstream software solutions
API
Application programming interface that allows for integration with other systems/databases
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Commenting/Notes
Leave comments and notes on documents for others to view
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Branding
Add customized logos and colors to align with company branding
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Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
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
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audio Calls
Ability to make voice calls within the system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Generative AI
Use AI to generate content in the form of text, images, videos, etc.


