PROJECT MANAGEMENT

Easy Project Management

  • Create and Save Project Templates:
    Define the essential components of your project and save the template to rapidly start new projects with a pre-established structure, ensuring consistency and saving significant time.

Streamlined User Management

  • Assign roles and access levels:
    Establish various user roles with distinct access levels to regulate what users can view and perform within a project.
  • Define User Hierarchy and Visibility:
    Implement a hierarchy to specify which teams or users can view each other's data.

Customizable Project Workflow

  • Outline Project Statuses and Priorities:
    Define custom project statuses (e.g., To Do, In Progress, Testing, Completed) and priority levels (e.g., High, Medium, Low) to track project progress and task importance.
  • Set up Status Transitions:
    Specify transitions between task statuses to ensure they follow a logical order.
  • Implement Workflow Automation:
    Automate specific actions based on status changes.

Effortless Task Visualization and Management

  • Calendar View:
    View deadlines in a visual monthly, weekly, or daily format. Easily reschedule tasks by dragging and dropping them. Click on a date to view task details.
  • Pipeline View:
    Visually track the status of tasks. Update statuses efficiently by dragging and dropping them into the corresponding column. Click on a task within the pipeline to view detailed information.

Organized Project Completion and Archiving

  • Project Completion:
    Once all tasks and goals are completed within a given project, mark the project as “completed.”
  • Archive Completed Projects:
    Move completed projects to an archive section to keep the main focus on ongoing projects and maintain a clutter-free workspace.