[
Nifty Reviews
](https://www.g2.com/products/nifty-technologies-inc-nifty/reviews)

[
Nifty Reviews
](https://www.g2.com/products/nifty-technologies-inc-nifty/reviews)

# Nifty Features

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

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

Tracking Time to Project/Task

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

Billable Time Rate Management

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

Reimbursement Management

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

Task Progress Tracking

Track the status and progress of tasks

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

Invoice Creation and Delivery

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

Electronic Payments

Accepts electronic payments from clients

Project Accounting / Revenue Recognition

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

Biometric Recognition

Facial or other physical recognition to confirm identity

Optical Character Recognition

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

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

Project Time Tracking

Measure time to completion or hours worked for projects

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Progress Tracking

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

Activity Tracking

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

Time Tracking by Client

Track time worked per client

Project Tracking

Monitor the progress of projects from start to finish

Billable Items Tracking

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

Attendance Tracking

Track the attendance of specific individuals or groups

Vacation/Leave Tracking

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

Project Time Tracking

Measure time to completion or hours worked for projects

Leave Tracking

Manage and track employee attendance

Budget Tracking

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

Online Time Tracking

Track employee and task times using internet connection

Offline Time Tracking

Track employee and task times without internet connection

Location Tracking

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

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##### 
## Administration (16)

Business Tool Integration

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

Workflow

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

Automated Reminders

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

Policy Compliance Management

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

User, Role, and Access Management

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

Timesheet Management

Track the amount of time spent on a job or task

Payroll Management

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

Employee Management

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

Invoice Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Mobile Access

Access software remotely via mobile devices

Mobile Access

Access software remotely via mobile devices

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

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##### 
## Platform (12)

Reporting

Access pre-built and custom reports and dashboards.

APIs / Integration

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

Internationalization

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

Performance and Reliability

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

Mobile User Support

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

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Accounting Integration

Integrate with a third-party accounting system

QuickBooks Integration

Integrates with QuickBooks

Real-Time Reporting

Active reporting of data and metrics

Third-Party Integrations

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

Payroll Integration

Facilitates integration with multiple third-party payroll systems

Accounting Integration

Integrate with a third-party accounting system

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##### 
## Tasks (9)

Creation & Assignment

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

Due Dates

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

Task Prioritization

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

To-Do Lists

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

Dependencies

Define dependencies between tasks and the rules to manage them.

Mass Updates

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

Drag & Drop

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

Recurring Tasks

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

Real-Time Updates

Receive system updates as soon as any changes are made

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##### 
## Projects (35)

Planning

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

Project Map

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

GANTT

Provide visual representations of tasks, dependencies, and progress.

Calendar View

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

Views

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

Project Budgeting

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

Issue Tracking

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

Templates

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

Critical Path

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

Time & Expense

Track time and expenses associated with projects or tasks.

Methodologies

Support agile and waterfall project management methodologies.

Project Time Tracking

Measure time to completion or hours worked for projects

Bug Tracking

Monitor and track bugs and issues in the system.

Milestone Tracking

Monitor task progress and planned accomplishments to better manage project status

Task Progress Tracking

Track the status and progress of tasks

Activity Tracking

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

Project Tracking

Monitor the progress of projects from start to finish

Status Tracking

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

Progress Tracking

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

Agile Methodologies

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

Sprint Planning

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

Project Planning

Organize and schedule projects

Release Planning

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

Multiple Projects

Ability to handle several projects simultaneously

Multi-Department/Project

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

Customizable Templates

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

Project Templates

Pre-designed project plans that can be customized

Gantt/Timeline View

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

Percent-Complete Tracking

Level of completion within a task

Reporting/Project Tracking

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

Goal Setting/Tracking

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

Time Tracking

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

Traditional Methodologies

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

Task Planning

Traditional Methodologies

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

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##### 
## Resource Management (5)

Resource Definiton

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

Capacity

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

Scheduling

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

Task Scheduling

Track and manage the scheduling of tasks

Project Planning/Scheduling

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

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

Baselining / KPIs

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

Resource Allocation

Monitor resource allocation to identify shortages and adjust accordingly.

Activity Dashboard

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

Activity Dashboard

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

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##### 
## Communication (9)

Wiki Documentation

Provides a wiki to keep useful product documentation.

Community Forum

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

Customer Ideation

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

NPS of Customers

Calculate NPS of customers

Chat

Provide live chat tools for instant messaging

Discussions

Ability to involve multiple users in public or private discussions

External

Allow external users to use chat and discussions

Feedback

Provide functionality to create and manage polls and surveys

Announcements

Manage news and announcements by company or department

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##### 
## Planning (7)

Work Capacity

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

Task Ranking

Ranks the priority of a task.

Kanban Board

provides a Kanban board to visualize tasks.

Custom Workflows

Enables the creation of custom workflows to facilitate various processes.

Release Forecasting

Predicts a products release based on the workflow.

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

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##### 
## Workflow Management (10)

Time Tracking

Tracks the amount of time spent on a task.

Progress Monitoring

Measures the progress of tasks within a product workflow.

Budgeting

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

Team Scorecard

Provides data on employee performance for gamification.

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

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

Drag & Drop Scheduling

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

Project and Task Lists Organization

Ability to organize recurring projects and tasks into standardized workflows.

Project Templates

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

Budgeting and Cost Estimation

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

Team Member Roles

Ability to assign team members specific roles on specific projects.

Automated Alerts and Notficiations

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

To-Do List

A digital list of items that need to be completed

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

Content Organization

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

Task Assignment

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

Multi-Channel Marketing

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

Task Scheduling

Track and manage the scheduling of tasks

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

Integrations

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

Reporting

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

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

Creation & Assignment

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

Due Dates

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

Drag & Drop

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

Mass Updates

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

Show More

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

Task Prioritization

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

To-Do Lists

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

Dependencies

Define dependencies between tasks and the rules to manage them.

Recurring Tasks

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

Project Templates

Pre-designed project plans that can be customized

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##### 
## Content & Documents (4)

File Sharing

Documents can be shared between users and teams

Notes

User can share notes with colleagues or external users

Search

Help users find documents and other types of content

Versioning

Keep track of document versions and related changes

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##### 
## Controls (5)

Custom Views

Create personalized project views for collaboration

Followers

Allow users to follow tasks which are not assigned to them

User Management

Define and manage users access to documents and collaboration features

Calendars

Manage private and shared calendars and associated events

Public Sharing

Make project views available for the public.

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##### 
## Project Management (4)

Task Management

Include features to create, assign, and manage tasks.

Planning

Deliver project plans that can be customized by users.

Visibility

Provide visibility into collaborative processes accross the company

Integration

Provide integration with task management and project management software.

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##### 
## Remote Collaboration (4)

Alignment

Align remote employees with their colleagues and external users

Accountability

Define and track responsabilities for remote users

Connectivity

Allow users to connect to tools that they use remotely

Offline Mode

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

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

Performance and ROI Tracking

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

Activity Tracking

Ability to compare marketing plans to historical activity.

Project Tracking

Monitor the progress of projects from start to finish

Progress Tracking

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

Goal Setting/Tracking

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

Status Tracking

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

Project Time Tracking

Measure time to completion or hours worked for projects

Task Progress Tracking

Track the status and progress of tasks

Show More

##### 
## Generative AI (8)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

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##### 
## Annotation Tools - Markup Software (4)

Text Annotations

Allows users to leave annotations on text.

Video Annotations

Allows users to leave annotations on videos.

Text Editing

Provides options to edit text, such as inserting, deleting, or modifying text directly within the document.

Image Annotations

Allows users to leave annotations on images.

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##### 
## Collaboration - Markup Software (4)

Real-Time Editing

Allows multiple users to view and edit a project simultaneously.

Permissions

Allows users to adjust the level of access other users have to certain projects.

Commenting

Enables uses to leave comments and bring attention to specific parts of the project.

Tagging

Allows uses to tag other individuals in order to notify the tagged person and draw their attention to specific content or tasks.

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##### 
## Security - Markup Software (2)

Password Protection

Provides the option to require users to enter a password before they can access certain projects.

Version Control

Provides the ability to track changes, revert to previous versions of a project, and manage edits.

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

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

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

File Transfer

Move files across different systems or networks

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##### 
## Agentic AI - Project Collaboration (2)

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Show More

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

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Task Planning

Project Planning

Organize and schedule projects

Media Planning

Identify advertising and promotional sources to be used in marketing efforts

Campaign Planning

Plan and strategize marketing campaigns

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##### 
## Additional Functionality (237)

Task Management

Create, manage and track all task activities and progression

Collaboration Tools

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

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

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

Visualization

Graphical representation of data or processes

Backlog Management

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

API

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

Retrospectives Management

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

Task Management

Create, manage and track all task activities and progression

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Supports Scrum

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

Team Management

Organizing a group of people to accomplish a task

Kanban Board

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

Request Management

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

Commenting/Notes

Leave comments and notes on documents for others to view

Charting

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

@mentions

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

Planning Tools

Projections

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

Collaboration Tools

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Email Management

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

Project Workflow

Create, manage, or update project workflows.

Deadline Management

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

Role-Based Permissions

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

Alerts/Notifications

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

Reporting & Statistics

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

Customizable Fields

Customize data fields to support various needs and use cases

AI Copilot

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

Resource Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

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

Negative Feedback Management

Identify, track, and respond to negative feedback

Data Import/Export

Import and export data to and from software applications

File Management

Create, save, and store files

Assignment Management

Assign issues and tasks based on availability or required skills

Progress Reports

Document and report the progress of ongoing projects

Budget Management

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

Real-Time Reporting

Active reporting of data and metrics

Real-Time Notifications

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

Requirements Management

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

Search/Filter

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

Issue Management

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

Document Management

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

Release Management

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

For IT Project Management

Supports project management for IT professionals & teams

Product Roadmapping

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

Change Management

Track and monitor efficient handling of all changes/transitions

Mobile App

Access the system via a mobile application

Portfolio Management

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

Testing/QA Management

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Risk Management

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

Web-based Deployment

SaaS, web-based, online deployment

Idea Management

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

Client Portal

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

File Sharing

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

Version Control

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

Availability Management

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

Productivity Analysis

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

Multi-Channel Communication

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

Forecasting

Form predictions based on past and present data/trends

Key Performance Indicators

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

Remote Support

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

Predictive Analytics

Predict future data based on historical data sets

Tagging

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

Feedback Management

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

User Management

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

Network Diagram

Diagram that depicts connections among nodes in a network

Project Management

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

Document Storage

Store and organize documents in a centralized system

Visualization

Graphical representation of data or processes

Customizable Reports

Alter the layout and content of reports

Time Clock

Reminders

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

Daily Reports

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

Configurable Workflow

Configure existing workflows to meet your organization's needs

Roadmapping

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

Iteration Management

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

Timeline Management

Manage a detailed schedule of a product plan

KPI Monitoring

Tracking the status of previously identified performance measurements

For Small Businesses

Designed for small businesses

Chat/Messaging

Communicate using direct chat or messages within the system

Messaging

Communicate using messages within the system

Data Import/Export

Import and export data to and from software applications

Estimating

Estimate expected cost based on various factors before a project begins

Timer

Multi-Currency

Manage and handle various international currencies

Customizable Reports

Alter the layout and content of reports

Alerts/Notifications

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

Reporting/Analytics

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

Real-Time Updates

Receive system updates as soon as any changes are made

Projections

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

Customizable Fields

Customize data fields to support various needs and use cases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Mobile App

Access the system via a mobile application

Generative AI

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

Activity Dashboard

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Budgeting/Forecasting

Create budgets based on historical data and future projections

Resource Allocation & Planning

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Real-Time Notifications

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

AI Copilot

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

Summary Reports

Reporting & Statistics

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

Real-Time Data

Receive data and information in real time

Automatic Time Capture

Automate recording of time to reduce human error

Overtime Calculation

Manage and record overtime hours for hourly employees

Clock In/Out

Track employees' arrival and departure timings for payroll purposes

Productivity Analysis

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

Multi-Language

Manage and support multiple languages

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Employee Database

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

Billable & Non-Billable Hours

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

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

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

File Management

Create, save, and store files

Activity Dashboard

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

Real-Time Updates

Receive system updates as soon as any changes are made

Deadline Management

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

Project Workflow

Create, manage, or update project workflows.

Prioritization

Arrange tasks based on the level of priority or urgency

Configurable Workflow

Configure existing workflows to meet your organization's needs

AI Copilot

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

Reporting & Statistics

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

Email Management

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

Reminders

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Drag & Drop

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

Roadmapping

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

Project Management

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

Customizable Reports

Alter the layout and content of reports

Campaign Management

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

Predictive Analytics

Predict future data based on historical data sets

Marketing Calendar

See past and upcoming campaigns and communications in a calendar view

Planning Tools

Spend Management

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

Role-Based Permissions

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

API

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

Generative AI

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

Commenting/Notes

Leave comments and notes on documents for others to view

Presentation Tools

Share and present designs

Collaboration Tools

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

Gantt/Timeline View

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

Projections

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

Budgeting/Forecasting

Create budgets based on historical data and future projections

Task Management

Create, manage and track all task activities and progression

Assignment Management

Assign issues and tasks based on availability or required skills

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Tagging

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

Search/Filter

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

AI Copilot

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

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

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

Content Library

Centralized repository to store content and assets

Document Classification

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

Drag & Drop

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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

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

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

[File Sharing](/glossary/file-sharing-definition)

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.

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

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

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