Nifty Features
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device.
Administration (5)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Platform (6)
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Communication (8)
Wiki Documentation
Provides a wiki to keep useful product documentation.
Community Forum
Provides a place for product users to interact and ask questions.
Customer Ideation
Provides a medium for users to make suggestions for the product.
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Planning (5)
Work Capacity
Measures the amount of work an employee can handle in a sprint.
Task Ranking
Ranks the priority of a task.
Kanban Board
provides a Kanban board to visualize tasks.
Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
Release Forecasting
Predicts a products release based on the workflow.
Workflow Management (4)
Time Tracking
Tracks the amount of time spent on a task.
Progress Monitoring
Measures the progress of tasks within a product workflow.
Budgeting
Measures the cost of tasks and enables the allocation of budget to different projects.
Team Scorecard
Provides data on employee performance for gamification.
Platform Basics (6)
Drag & Drop Scheduling
Ability to drag and drop projects and tasks within a marketing calendar.
Project and Task Lists Organization
Ability to organize recurring projects and tasks into standardized workflows.
Project Templates
Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.
Budgeting and Cost Estimation
Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.
Team Member Roles
Ability to assign team members specific roles on specific projects.
Automated Alerts and Notficiations
Ability to send automated alerts and notifications when projects have been updated and/or compelted.
Content Planning (3)
Content Organization
Ability to organize content and manage approvals during the content creation process.
Task Assignment
Ability to assign content tasks to writers, designers, and editors.
Content Scheduling
Ability to schedule content distribution across multiple channels (i.e. social media, email, digital ads, etc.)
Other Features (2)
Integrations
Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.
Reporting
Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Project Management (4)
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Remote Collaboration (4)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Offline Mode
Users can work offline and changes are synced when they back online
Marketing Campaign Performance (2)
Performance and ROI Tracking
Ability to track marketing campaign performance and return on investment (ROI).
Activity Tracking
Ability to compare marketing plans to historical activity.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Annotation Tools - Markup Software (4)
Text Annotations
Allows users to leave annotations on text.
Video Annotations
Allows users to leave annotations on videos.
Text Editing
Provides options to edit text, such as inserting, deleting, or modifying text directly within the document.
Image Annotations
Allows users to leave annotations on images.
Collaboration - Markup Software (4)
Real-Time Editing
Allows multiple users to view and edit a project simultaneously.
Permissions
Allows users to adjust the level of access other users have to certain projects.
Commenting
Enables uses to leave comments and bring attention to specific parts of the project.
Tagging
Allows uses to tag other individuals in order to notify the tagged person and draw their attention to specific content or tasks.
Security - Markup Software (2)
Password Protection
Provides the option to require users to enter a password before they can access certain projects.
Version Control
Provides the ability to track changes, revert to previous versions of a project, and manage edits.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Marketing Calendar (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.




