TAM Features
Tasks (3)
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
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
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
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.
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
Automation (1)
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Customization
Allow administrators to configure workflows and processes.
Administration (3)
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Permissions
Define and manage roles and access rights for the entire system.
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Procedures
Maintain procedures for data access and governance.
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Remote Work
Allow users to use the system online and on mobile devices.
Project management (7)
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
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Critical Path
Automatically calculate the critical path for projects and update it when projects change.
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Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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Workspace
Define customizable workspace for teams, departments, and external users.
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Configuration
Provide drag and drop options to configure workspaces.
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Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (2)
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Document Management
Allow users to share and collaborate on documents and files.
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Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (2)
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Time & Expense
Track time and expenses associated with projects or tasks.
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Profitability
Monitor project proftability by team or department.
Generative AI (3)
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.
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
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
Additional Functionality (78)
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
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
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
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.