[ ProofHub Reviews ](https://www.g2.com/products/proofhub/reviews) [ ProofHub Reviews ](https://www.g2.com/products/proofhub/reviews) # ProofHub Features ##### ## Tasks (12) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates Receive system updates as soon as any changes are made Tasks Allows users to create, modify, and delete tasks Details Helps users capture all relevant details required to perform tasks Priority Assigns priorities to tasks and allows admin to change priorities Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Business Instant Messaging (9) File Sharing Allows users to send and open various file types. Notifications Notifies users when they have been contacted or tagged. Search Message content search capability. Screen Sharing Digitally share screen view with others Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Application Software can be accessed through a downloadable mobile application. Web Application Software can be accessed through a downloadable desktop app or a cloud-based site. Third-Party Integrations Set up connections to third-party platforms to improve business processes Active Directory Integration Integrates with Active Directory Show More ##### ## Business Instant Messaging (4) Audio Conferencing Allows users to communicate via audio call. Video Conferencing Allows users to communicate via video call. Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Kanban Boards (3) Kanban Cards Provide standard Kanban cards for various types of tasks that can be modified by users Drag and Drop Allows users to drag and drop cards to rearrange them in a board Visibility Boards provide visibility accross all projects, tasks, and users Show More ##### ## Planning (4) Workflow Define the stages of a workflow and assign tasks to each stage Backlog Tasks can be moved to a backlog based on priority and other criteria Optimization Ability to improve workflows and processes by analyzing the flow of tasks Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## 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 ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (5) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Project Templates Pre-designed project plans that can be customized Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Communication (5) 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 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 (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 Show More ##### ## 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 (10) 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. 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 ##### ## Generative AI - Business Instant Messaging (1) Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## AI - Business Instant Messaging (5) AI Powered Search Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms. Smart Notifications Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work. AI Powered Language Translation Uses AI-powered language translation tools to translate messages in real-time. Content Generation Creates, assists, or automates the generation of text-based content within the platform. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Kanban Project Management (10) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Planning Project Planning Organize and schedule projects Show More ##### ## Agentic AI - Business Instant Messaging (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - 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 Show More ##### ## Additional Functionality (239) 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 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 Group Messaging Group messaging lets multiple people carry on a group conversation Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Mobile Access Access software remotely via mobile devices Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Transcripts/Chat History View messages sent by both parties during the chat conversation Contact Management Manage, organize, and store contact information User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Message Recall Retrieve sent messages from mailboxes of recipients who haven't yet opened it Canned Responses Shortcuts for inputting frequently used messages Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Workflow Configuration Alter the default workflow to meet your organization's needs Single Sign On Allow users to access multiple services after entering their login credentials once Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Management Create, manage and track all task activities and progression Reminders Timed notification for any upcoming task, deadline, appointment, or activity Read Receipts Ability to see if recipient has viewed/opened the message @mentions An @mention is a way to tag or notify a specific person about a message/post API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Chat Engage in direct, instant messaging with customers, users, etc. SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Secure Data Storage Securely stores data to prevent data loss or breaches Activity Tracking Track and document all activities across devices, networks, and other systems Broadcast Messaging Notify large groups of people simultaneously about important updates. Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository One-to-One Messaging Send personal messages to clients or attendees Event Calendar A list of events with their respective dates Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Updates Receive system updates as soon as any changes are made Employee Photos Store photos of employees Mobile Alerts Notifications via mobile devices Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Blogs Allows users to publish blogs on social site Task Scheduling Track and manage the scheduling of tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multiple Projects Ability to handle several projects simultaneously Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Tracking Track and document all activities across devices, networks, and other systems Assignment Management Assign issues and tasks based on availability or required skills Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Single Sign On Allow users to access multiple services after entering their login credentials once Commenting/Notes Leave comments and notes on documents for others to view Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Prioritization Arrange tasks based on the level of priority or urgency Access Controls/Permissions Define levels of authorization for access to specific files or systems Multi-board Supports simultaneous creation and work on multiple Kanban boards Task Progress Tracking Track the status and progress of tasks File Management Create, save, and store files Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Planning Tools Time Tracking Measure and track time including hours worked and paid time off (PTO) KPI Monitoring Tracking the status of previously identified performance measurements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Projections Estimate or forecast of a future scenario based on the study of present trends To-Do List A digital list of items that need to be completed Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Project Time Tracking Measure time to completion or hours worked for projects Workflow Management Create, design and manage workflows for repetitive tasks Project Tracking Monitor the progress of projects from start to finish Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Project Templates Pre-designed project plans that can be customized @mentions An @mention is a way to tag or notify a specific person about a message/post Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Visual Workflow Management Create, design, and visually represent processes within the software Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dependency Tracking Track and manage task relationships and dependencies Customizable Fields Customize data fields to support various needs and use cases Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Real-Time Updates Receive system updates as soon as any changes are made 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 Show More ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5(13,733) ](https://www.g2.com/products/clickup/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) [ ![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) [ View All Alternatives ](https://www.g2.com/products/proofhub/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [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. 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