SpiraPlan Features
Tasks (8)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (34)
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
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GANTT
Provide visual representations of tasks, dependencies, and progress.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
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Issue Tracking
Track issues at the project or task level, and manage resolutions.
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Templates
Provide standards templates that can be customized by users to create new projects.
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Time & Expense
Track time and expenses associated with projects or tasks.
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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
Resource Management (5)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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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
Project Monitoring (4)
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Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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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
Communication (4)
Wiki Documentation
Provides a wiki to keep useful product documentation.
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Community Forum
Provides a place for product users to interact and ask questions.
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Stakeholder Communication
Allows key stakeholders to relay requirements to product or service development teams and other interested parties.
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Internal Communication Enablement
Foster intra-company collaboration between teams working on product or service development.
Planning (7)
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Work Capacity
Measures the amount of work an employee can handle in a sprint.
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Task Ranking
Ranks the priority of a task.
Kanban Board
provides a Kanban board to visualize tasks.
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Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
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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
Workflow Management (9)
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Time Tracking
Tracks the amount of time spent on a task.
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Progress Monitoring
Measures the progress of tasks within a product workflow.
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Budgeting
Measures the cost of tasks and enables the allocation of budget to different projects.
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
Administration (3)
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Requirements Listing
Deliniate minimum requirements for a new product or service.
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Centralized Information
Consolidate all requirements information and progress to a central location.
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Traceability
Track each requirement over its lifetime, including creation, progress, and modifications.
Procedural (1)
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Automated Creation & Testing
Create, adjust, and test requirements automatically.
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
Core Lifecycle Management - ALM Software (14)
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Traceability
Ensures all application changes are tracked and can be rolled back if needed.
Requirements Management
Provides tools to capture, organize, and track evolving project requirements throughout the development cycle.
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
Task Management
Create, manage and track all task activities and progression
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Change Management
Track and monitor efficient handling of all changes/transitions
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Deliverables Management
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Organization - ALM Software (3)
Reporting
Tracks metrics and analytics that provide insights into development velocity, code quality, and release cadence
Collaboration
Facilitates team collaboration and knowledge sharing.
Project Planning
Provides Agile boards, Gantt charts, or Kanban workflows to plan sprints, assign tasks, and monitor progress.
Agentic AI - Project 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
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
Integration - Requirements Management (1)
ALM and Project Management Tool Integration
Evaluates the breadth and depth of integration with common software development and project management ecosystems.
Requirements Authoring and Structure - Requirements Management (2)
Structured Requirements Authoring
Assesses whether the product supports configurable, structured attributes for each requirement beyond free-text descriptions.
Hierarchical Requirements Organization
Assesses the product's ability to organize requirements into multi-level structures for large and complex projects.
Compliance and Governance - Requirement Management (1)
Regulated Industry Standards Support
Assesses support for safety-critical and regulated engineering industries through templates, workflows, or compliance accelerators.
Change Management and Version Control - Requirements Management (1)
Complete Audit Trail
Assesses the completeness and integrity of the change history for audit and regulatory compliance purposes.
Collaboration and Review - Requirements Management (2)
Review and Approval Workflows
Assesses whether the product enables structured stakeholder review and sign-off processes with configurable workflow steps.
Role-Based Access Control
Assesses the granularity of permission management across teams and stakeholder roles.
Traceability - Requirements Management (3)
Bidirectional Traceability
Assesses whether the product can link requirements to downstream artifacts in both forward and backward directions.
Impact Analysis
Assesses whether the product can predict and communicate the scope of change impact across linked artifacts.
Traceability Matrix Generation
Assesses whether the product can automatically generate visual matrices showing which requirements are covered by tests, risks, or designs.
Role-Based Access Co - Requirements Management (1)
Baselining
Assesses whether stable requirement states can be locked for comparison and compliance purposes.
Additional Functionality (190)
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
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
To-Do List
A digital list of items that need to be completed
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
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
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
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.
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
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
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
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
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
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
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
Bug Tracking
Monitor and track bugs and issues in the system.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Test Library Maintenance
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Data Import/Export
Import and export data to and from software applications
Prioritization
Arrange tasks based on the level of priority or urgency
Baseline Manager
Define network parameters and threshold settings to monitor network health and take necessary precautions
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Test Run Tracking
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Real-Time Data
Receive data and information in real time
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Test Case Tracking
For Developers
For the intention to be used by developers
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Requirements Review
Code Promotion
Version Control
Track revisions and updates made to files and navigate between different versions
Status Tracking
Track the status over time for a request, process, asset, or transaction
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Administrator Level Control
Defect Tracking
Process of tracking logged defects (errors) in a product or service to create new versions to fix the error
Automatic Test Generation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Management
Store, manage, and track all electronic documents in a centralized location
Requirements Review
Data Visualization
Graphical representation of data
File Management
Create, save, and store files
Stakeholder Defined Attributes
Define the exact requirements needed by all stakeholders in the requirements process
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Document Storage
Store and organize documents in a centralized system
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Version Control
Track revisions and updates made to files and navigate between different versions
Status Tracking
Track the status over time for a request, process, asset, or transaction
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Fields
Customize data fields to support various needs and use cases
Task Progress Tracking
Track the status and progress of tasks
Real-Time Updates
Receive system updates as soon as any changes are made
Bug Tracking
Monitor and track bugs and issues in the system.
Project Workflow
Create, manage, or update project workflows.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Prioritization
Arrange tasks based on the level of priority or urgency
Project Tracking
Monitor the progress of projects from start to finish
To-Do List
A digital list of items that need to be completed
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Change Management
Track and monitor efficient handling of all changes/transitions
Configurable Workflow
Configure existing workflows to meet your organization's needs
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Customizable Reports
Alter the layout and content of reports
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Budgeting/Forecasting
Create budgets based on historical data and future projections
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Task Management
Create, manage and track all task activities and progression
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Task Planning
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Planning
Organize and schedule projects
Multiple Projects
Ability to handle several projects simultaneously
Data Import/Export
Import and export data to and from software applications
