Worksection Features
Time Tracking (5)
-
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
-
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
-
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (4)
-
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
-
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile Time Tracking (15)
-
Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (19)
-
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
-
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
-
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
-
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
-
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
-
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.
Platform (11)
-
Reporting
Access pre-built and custom reports and dashboards.
-
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
-
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
-
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
-
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
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
Projects (33)
-
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.
-
Templates
Provide standards templates that can be customized by users to create new projects.
-
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
Resource Management (4)
-
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
-
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 (3)
-
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
-
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
Cost Tracking (3)
-
Allocation
Allocate costs to resources, tasks, or projects
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Cost-to-Completion Tracking
Forecast of the expenses necessary for project completion
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 (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.
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.
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.
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.
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.
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.
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
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
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.
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.
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
Generative AI (2)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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 - 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
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
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
Additional Functionality (230)
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
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
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
Project Tracking
Monitor the progress of projects from start to finish
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Production Cost Tracking
Budgeting/Forecasting
Create budgets based on historical data and future projections
API
Application programming interface that allows for integration with other systems/databases
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Progress Reports
Document and report the progress of ongoing projects
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Timesheet Management
Track the amount of time spent on a job or task
Project Time Tracking
Measure time to completion or hours worked for projects
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Overrun Reporting
Customizable Reports
Alter the layout and content of reports
Job Management
Manage and track all job information and associated tasks
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Percent-Complete Tracking
Level of completion within a task
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Quotes/Estimates
Generate quotes or estimates for customers
Cost Estimating
Forecast the cost and resources required to complete a project
Purchase Order Management
Create, send, and track purchase orders and their statuses
Real-Time Reporting
Active reporting of data and metrics
Inventory Management
Track and manage inventory levels to maintain proper supply
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Task Scheduling
Track and manage the scheduling of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Forecasting
Form predictions based on past and present data/trends
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
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.
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.


