Manage your projects with a user-friendly interface built for modern project management.
Customize each project to fit your needs by using stages, property fields, and tags, and set up priorities and color codes.
Personalize your tasks by adding new fields for additional information.
Schedule meetings to review feedback and performance directly from the appraisal form, utilizing the integration with the Calendar application.
Manage single or multiple projects simultaneously, and conduct multi-project analysis and searches.
Easily track projects and tasks on the go. Stay connected at all times.
Enhanced view for larger screens, featuring a scrollable chatter panel on the right.
Use the calendar view to oversee project deadlines. Easily reschedule tasks by dragging and dropping them in the calendar.
View all your projects with a visual dashboard. Move tasks between stages using drag and drop. A progress bar indicates each task’s status. Filter and group tasks by stages, assignees, deadlines, keywords, and more.
Manage tasks on a timeline to track deadlines, progress, and dependencies. Easily forecast projects and resources, including employee holidays. Compare planned versus actual hours, allocate resources, and update tasks using drag and drop.
Organize, filter, and analyze your tasks using the list view. Select multiple projects to edit fields in bulk or perform actions such as export, archive, delete, share, send emails, or send SMS. Export or import tasks to a spreadsheet for data analysis.
Manually create tasks or automate the process using email aliases, web forms, or batch imports.
Assign a responsible person to a task and add followers who will be notified of any changes.
Add headlines, links, media, and to-do lists to task descriptions. Collaborate virtually to boost your productivity.
Organize your work with multi-level subtasks for better structure. View subtasks directly from a task’s Kanban card.
Streamline your workflows by setting up daily, weekly, or monthly recurring tasks. Stay ahead with planning: a new task is automatically created as soon as the previous one is marked as complete.
Utilize the List view to perform actions on multiple tasks with a single click.
Utilize milestones to monitor key progress points that must be achieved to ensure success.
Establish task dependencies to create a structured framework and improve work organization. Tasks can be automatically rescheduled in the event of conflicts.
Convert your task into a support ticket with just a few clicks.
Archive completed tasks and view the ones that are still pending.
Track your ongoing tasks across multiple projects in a single view. Create private tasks and set up a personal pipeline with custom stages to stay organized.
Create a new task from the Kanban view and configure it instantly using text shortcuts: set tags, assign users, allocate hours, and mark it as high priority—all without needing to open the form view.
Centralize all actions in one activity log: track calls, emails, meetings, reminders, and work notes within the task. Tag colleagues, message clients, and add media files and reactions.
Communicate with your customers via email, with all correspondence automatically attached to the task for complete visibility.
Utilize templates to send automated messages at various stages, including confirmations, customer satisfaction surveys, notifications, and more.
Collect feedback using the customer satisfaction rating survey. Analyze overall ratings by project to enhance your processes.
Share your project with both external and internal users, granting them view-only or edit access. Add or remove colleagues from the followers list to keep everyone informed.
Make phone calls directly from the interface.
Follow tasks with a single click and receive alerts for relevant activities.
Chat with other users directly from a task to get real-time answers. Add multiple users to a conversation to create a group chat.
Collaborate on tasks with multiple colleagues simultaneously using TailorERP’s native HTML editor.
Portal users can access tasks and communicate about them all in one place.
Implement different billing policies for your clients: fixed price, milestones, or time and materials. Automatically generate invoices based on the time spent on tasks.
Determine when a timesheet should be invoiced: never (for internal or fixed price projects), at creation, or upon validation.
Effortlessly create a project or task from a sales order to streamline processes between teams.
Generate a Sales Order directly from projects or tasks to simplify the invoicing process.
Create project status reports with just a few clicks and gain an overview of your project’s profitability.
Compare projected versus actual revenues and costs for your project.
Obtain task statistics to evaluate the performance of your projects.
Ensure your project is on track and monitor its progress.
Monitor expected and actual hours to forecast future workload.
Track the expected and effective hours to forecast future workload.
Utilize the pivot table for tasks to conduct in-depth statistical analysis on your project’s performance.
Use predefined dashboards or create custom ones with the advanced reporting engine. Share filters with your team.