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Features of the Project management module

Management

Timesheets

Save timesheets for each of your projects. Add favorite services to save time. Access timesheets for a project, for a period or for a specific employee at any time. Use them to estimate the time spent on the project and compare it to your forecasts.

Service invoicing

Consult your timesheets to know the services performed. Invoice them to a client and then pay the intervention of your collaborator. Services are configured as an item and can be invoiced or not. Access all these steps and invoices directly on Bloobiz.

Task planning

View the tasks that are in progress for each project on a calendar. Plan upcoming tasks and deadlines according to their progress.

Working in a team

Consult and export actions taken by collaborators on projects. Work efficiently as a team and with peace of mind.

Project Overview

Plan and keep track of all employees' projects and tasks. Make sure deadlines are met, or postpone them. Assign different importance statuses so you know which tasks have priority. Assign tasks to be done by user and by week and never have unpleasant surprises.

User access rights

Determine for each employee which tools they can use and to what extent. For confidentiality reasons, authorise or prohibit access to certain sensitive data.

Setup

Tailor-made projects

Set up projects and adapt them to the company's organization. Add tasks and task lists to coordinate all project participants. Document task progress and add timesheets to keep track of the time invested in the project.

Custom statuses

Create your own statuses. Use them to keep track of tasks and notes as your business grows.

Transitions between statuses

Set up custom transitions (workflows) between statuses. Control the order in which task and note statuses are selected.

Types of projects, tasks and notes

Use project / task / notes types to speed up and simplify your use of Bloobiz. Set them up once and reuse them over and over again. No need to fill in everything every time, just the essentials.

Categorization of projects

Add new contexts and project categories. Organise your projects with them. Use them to speed up your searches.

Presentation of reports

Generate reports (meeting, activity etc) from projects. Reuse their structure to present them faster and don't forget any key points. Even add charts and statistics with the MIS tool and Events.

Chronology of the company

Use Events to place markers on a timeline. Find the events that have marked the company, when they occurred and what exactly was done. Complement this feature with statistics to bring out its full potential.

Services to a user or a project

Add new contexts and project categories. Organise your projects with them. Use them to speed up your searches.