[ Opal Reviews ](https://www.g2.com/products/opal/reviews) [ Opal Reviews ](https://www.g2.com/products/opal/reviews) # Opal Features ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Communication (2) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Remote Collaboration (3) 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 Show More ##### ## Marketing Campaign Performance (7) 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 (2) 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. Show More ##### ## Agentic AI - Project Collaboration (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Marketing Calendar (5) Multi-step Planning Ability to break down and plan multi-step processes Task Planning Project Planning Organize and schedule projects Media Planning Identify advertising and promotional sources to be used in marketing efforts Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Marketing Resource Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Planning Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Additional Functionality (83) File Management Create, save, and store files Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Updates Receive system updates as soon as any changes are made Deadline Management Specify or track the date/time a project, task, etc., is due for completion Project Workflow Create, manage, or update project workflows. Prioritization Arrange tasks based on the level of priority or urgency Configurable Workflow Configure existing workflows to meet your organization's needs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Management Manage, store and organize emails within the system or via third-party apps Reminders Timed notification for any upcoming task, deadline, appointment, or activity Workflow Management Create, design and manage workflows for repetitive tasks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Predictive Analytics Predict future data based on historical data sets Marketing Calendar See past and upcoming campaigns and communications in a calendar view Planning Tools Spend Management Track the amount of money spent on a certain product or with a certain supplier Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Commenting/Notes Leave comments and notes on documents for others to view Presentation Tools Share and present designs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Projections Estimate or forecast of a future scenario based on the study of present trends Budgeting/Forecasting Create budgets based on historical data and future projections Task Management Create, manage and track all task activities and progression Assignment Management Assign issues and tasks based on availability or required skills Access Controls/Permissions Define levels of authorization for access to specific files or systems Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes API Application programming interface that allows for integration with other systems/databases Metadata Management Collect and maintain structured information that describes data or content Real-Time Reporting Active reporting of data and metrics Commenting/Notes Leave comments and notes on documents for others to view Approval Process Control Manage the process of evaluating documents or requests submitted for approval Approval Workflow Route documents and other data through one or more stakeholders for review and approval Generative AI Use AI to generate content in the form of text, images, videos, etc. Brand Management The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. Budgeting/Forecasting Create budgets based on historical data and future projections File Management Create, save, and store files Marketing Calendar See past and upcoming campaigns and communications in a calendar view Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Status Tracking Track the status over time for a request, process, asset, or transaction Access Controls/Permissions Define levels of authorization for access to specific files or systems Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Calendar Management Track and manage schedules and meetings via an integrated calendar Template Management Create, save, and re-purpose templates for emails, forms, etc. Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Customizable Reports Alter the layout and content of reports Version Control Track revisions and updates made to files and navigate between different versions Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Document Storage Store and organize documents in a centralized system Task Scheduling Track and manage the scheduling of tasks Workflow Management Create, design and manage workflows for repetitive tasks Social Promotion Market event via social media tools AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Analytics Track and interpret campaign performance metrics Dashboard Creation Creation and customization of dashboards Task Management Create, manage and track all task activities and progression Project Templates Pre-designed project plans that can be customized ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Digital Asset Management Manage digital assets Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Document Management Store, manage, and track all electronic documents in a centralized location Configurable Workflow Configure existing workflows to meet your organization's needs Expense Management Plan, pay and track business related expenses. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Show More ## Top-Rated Alternatives [ ![Asana](https://images.g2crowd.com/uploads/product/hd_favicon/1487565345/asana.svg "Asana") Asana 4.4/5(13,869) ](https://www.g2.com/products/asana/reviews) [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,148) ](https://www.g2.com/products/monday-com/reviews) [ ![Smartsheet](https://images.g2crowd.com/uploads/product/hd_favicon/1545251244/smartsheet.svg "Smartsheet") Smartsheet 4.4/5(22,709) ](https://www.g2.com/products/smartsheet/reviews) [ View All Alternatives ](https://www.g2.com/products/opal/competitors/alternatives) Opal Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5(13,869) [ Compare Now ](https://www.g2.com/compare/asana-vs-opal) ##### Categories on G2 [Project Collaboration](https://www.g2.com/categories/project-collaboration)[Marketing Calendar](https://www.g2.com/categories/marketing-calendar)[Marketing Resource Management](https://www.g2.com/categories/marketing-resource-management) ##### Explore More [UpContent vs BuzzSumo vs Feedly for a content team comparing content curation tools that need hashtag aggregation and platform-specific features to work reliably at scale: which is worth building a curation workflow around?](https://www.g2.com/discussions/upcontent-vs-buzzsumo-vs-feedly-for-a-content-team-comparing-content-curation-tools-that-need-hashtag-aggregation-and-platform-specific-features-to-work-reliably-at-scale-which-is-worth-building-a-curation-workflow-around)[Which FTP platforms have the most intuitive user interface and the fastest learning curve for new users?](https://www.g2.com/discussions/which-ftp-platforms-have-the-most-intuitive-user-interface-and-the-fastest-learning-curve-for-new-users)[Best software for terminology management in translation](https://www.g2.com/discussions/best-software-for-terminology-management-in-translation) [Most reliable application performance monitors for online platforms](https://www.g2.com/discussions/most-reliable-application-performance-monitors-for-online-platforms)[What is the most user-friendly construction data analytics platform for non-technical project teams?](https://www.g2.com/discussions/what-is-the-most-user-friendly-construction-data-analytics-platform-for-non-technical-project-teams)[Pros and Cons Details](https://www.g2.com/products/opal/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)