Clean and fast
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need where you need it.
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
Customized Kanban View
Drag & Drop tasks easily with the kanban view. Group tasks by stages, responsible, deadline, etc. Change name of "tasks/issues". Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Manage documents related to tasks, issues or projects. (specifications, plans, etc.)
Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Track expected hours, effective hours, re-forecasts on tasks.
Archive tasks done and have a clear view of the other tasks you still need to work on.
Keep an eye on deadlines with the Calendar view
If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadline in a single window.
All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view.
You can easily change the deadline from the Calendar view by dragging and dropping the task to another case.
Use issues to track support contracts, tickets, bug reports.
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances, etc.
Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc. of the email will be added as follower of the task. Communicate on tasks by email.
Follow tasks in just a click and get alerts based on relevant activities.
The activity log attached to every task or issue gives you a detailed history of all activities on the document.
Chat with users
Chat online with other users to get real time answers to your questions. Use discussion groups to chat in tasks.
Real Time Collaboration
Use the etherpad integration to collaborate on tasks in real time with several users contributing to the same content.
Generate issues from emails
When your project is correctly set up and saved, you will see it appearing in your dashboard. Note that an email address for that project is automatically generated, with the name of the project as alias.
If you cannot see the email address on your project, go to the menuand configure your alias domain. Hit Apply and go back to your Projects dashboard where you will now see the email address under the name of your project.
Every time one of your client will send an email to that email address, a new issue will be created.
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.
Customers have access to their tickets from the portal.
Go to the stage settings (click on the gear icon on the top of the stage column, then select Edit). Choose the e-mail template that will be used. You can directly edit it from there.
Here is an email example that a customer can receive :
The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task.
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
From sales to tasks
Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Create the Sales Order
Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created.
Track internal projects with tasks and manage teams efficiently by setting clear priorities.
After Sales Services
Effortlessly manage after sales services requests and configure a customized process in the kanban view.
Automatically create issues by email, track support services and count hours on contracts.
Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
Get an overview of activities with the kanban view
The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities.
The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get statistics on your issues to analyze the performance of the customer service team.
Get statistics on your tasks to analyze the performance of your projects.
You have a brief summary on the satisfaction in the upper right corner of the project.
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