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Features to be found in the Planning module

Management

Planning and projects

Schedules work in conjunction with projects. It's a management tool that enables you to supervise the progress of your projects and organize your tasks. With 4 different schedules, each with its own special features, you can keep everything under control.

Project visualization: simplified

View long-term project deadlines on a timeline. Consult the allocation of your resources over the period of your choice. Add filters to restrict your search results and display only the projects that interest you. Determine which project statuses you want to include. Keep an eye on every stage of your project and leave nothing to chance.

Project visualization: advanced

You'll find the same functionalities as above, but in much greater detail. For each project, you can view completed tasks or hours worked on current tasks. Hours worked are recorded as timesheets in the project and accounted for here. Keep track of how the project is progressing, and check that budgets are being respected.

Data export

To access this data from anywhere, consider exporting it. Consider printing or downloading in PDF format to simplify your processes even further. Add these documents to your projects and include them in your meeting reports. You'll be up and running in no time.

Schedules sorted by context

In all "Projects" tool interfaces, you can choose to display only those projects that belong to a specific context. A context is a group of projects that have certain characteristics in common (e.g. Campaigns 2020-2021; Summer Conference 2022; Homecare; etc.).

Organization

Task planning

Assign tasks to groups or users. Control the number of daily tasks assigned to an individual. The task list is defined directly according to the project. To assign a task, simply tick it off on a specific day. Thanks to this planning tool and its overview, you can be sure that tasks will always be assigned to the right person, and that all your employees will contribute equally to your projects.

Task information

View the progress rate of each task using colored dots. Update this rate at any time. Changes are reflected in your project. Display the affiliated project and even the number of hours worked on each task. The number of hours worked is, once again, based on timesheets. So you can use your resources (both personnel and materials) to their full potential.

Task chronology

Display all project tasks on a timeline. Refine search results with filters. Display a specific project; consult tasks for a given period; choose a status and task type to display only relevant tasks.

Live task updates

Adapt your deadlines by consulting the progress of all your tasks in parallel. Modify tasks directly from your schedule and plan ahead to meet the requirements of each project. Easily edit task parameters without even leaving this page. Task updates are immediate and will naturally be reflected in your projects.

Calendar view

View the details of all your tasks in the form of a calendar. Consult a list of tasks to be completed in the next three months at any time, and adapt accordingly. Identify task status at a glance, thanks to colored dots (black for open tasks, red for overdue tasks).