[
TAM Reviews
](https://www.g2.com/products/softylines-tam/reviews)

[
TAM Reviews
](https://www.g2.com/products/softylines-tam/reviews)

# 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

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##### 
## 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

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##### 
## 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

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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.

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##### 
## 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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##### 
## Automation (1)

Customization

Allow administrators to configure workflows and processes.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Communication & Collaboration (2)

Document Management

Allow users to share and collaborate on documents and files.

Collaboration

Help users meet, share workspaces, and collaborate on tasks.

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##### 
## Cost Management (2)

Time & Expense

Track time and expenses associated with projects or tasks.

Profitability

Monitor project proftability by team or department.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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

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## Top-Rated Alternatives

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## 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.

##### Categories on G2

[
Work Management
](https://www.g2.com/categories/work-management)[
Task Management
](https://www.g2.com/categories/task-management-software)[
Kanban Project Management
](https://www.g2.com/categories/kanban-project-management)

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