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About

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

About

nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizations

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Companies of all sizes

Audience

nTask is designed for all-sized teams and industries.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0 per user per month
FREE: $0;
PLAN A: $8 per user/month (billed annually);
PLAN B: $18 per user/month (billed annually);
PLAN X: $28 per user/month (billed annually)
Free Version Supported
Free Trial Supported

Pricing

$3 per user/month
Free: forever, 200 MBs of storage space, 5 workspaces, up to 5 team members.
Premium: $3 per user/month (annual plan), unlimited projects and Kanban boards, pay-as-you-grow
Business: $8 per user/month (annual plan), everything in Premium plus risk management, custom status, custom roles, custom permissions, and advanced business features.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.4 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.6 / 5
support 4.6 / 5

Pros from Real Users

Pros

  • Honestly, Planfix is quite underrated as a management platform. As for my experience with Planfix, there's a lot I have to say. Firstly, it is pretty user-friendly for someone new to managing work and projects. The dashboard is easy to navigate and the tools are easily accessible too. The best part about using this platform is that you can personalize it via integration that is available with various platforms. Their customer service is also reasonably responsive.
  • Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly.
  • So far, everything is going well. It has all the necessary features for team management, and the price is affordable.
  • It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus.
  • We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations.
  • Planfix has made a significant impact, reducing deal closure time, streamlining our sales processes, speeding up inquiry response times, enabling customer segmentation, facilitating the creation of sales management dashboards, and automating our sales funnels. The Support team is truly exceptional, displaying unparalleled openness and eagerness to assist with problem-solving.
  • Automation of document generation from templates, flexible parsing of HTTP response data, organization, tracking, and email document delivery to partners from tasks, flexible analytics, and reporting.
  • We have streamlined the operations of our HR department significantly. It's convenient to manage all aspects of the hiring process, from requisition to candidate selection. Planfix's versatility has enabled us to centralize communication with applicants within a single system. The extensive range of integrations has greatly improved our interactions with recruitment websites.
  • We conducted an extensive search for a project management system, and Planfix stood out due to its voice task assignment feature and the availability of a mobile application.
  • Only in Planfix we succeeded to set up funnels that suit us perfectly. For example, we've got one sales funnel that covers the customer's journey up to contract signing and payment. Then there's another funnel - docflow, with several stages, which we can now track easily. When we close a sale, a company card is automatically created in the second funnel and gets assigned to the responsible lawyer handling the paperwork. This automation has freed up 80% of my time.

Pros & Cons from Real Users

Pros

  • nTask is a simply complete platform to be able to manage all kinds of tasks in general, this platform is capable of supporting a large number of tasks so that you can manage various activities related to all sectors of your company, the first feature that I like about this platform is the great application for mobile phones, this application allows to add all kinds of activities, assign activities for the work group, control and monitor all the planned activities, send all kinds of Reminders and many more things, if you manage this application for devices mobile has all the necessary functions so that you can schedule a wide administration of all activities just like in the version for computers, I highly recommend it for any type of mobile device, due to the great effectiveness it has and all the available functions. I also liked that this platform allows me to have a complete record of all the activities no matter how much time has passed, this thing does not allow me to store a lot of data, I can store activities that have been developed in a company for a year, it is very important for me to have all this data stored, to be able to search for any activity carried out by any employee at any time. I also liked that the platform allows me to have a real-time monitoring of the completed activities and the pending activities, by simply accessing the main panel of this platform I can see all the pending activities, I can see all the activities that are in progress for specific work group, this is very important to have real-time monitoring.
  • nTask platform provides the best summary of projects to analyze the current position. It has no learning curve. The user interface is intuitive and pretty simple. The Kanban board and Gantt charts work great. It enables a real-time task progress tracker. Easy to collaborate and chats with co-workers.
  • nTask is a platform that has proven to have the ability to help me manage all the tasks that are done within my software sector, one of the main things that I liked about this platform is that it is able to measure the progress of each one. of the tasks, this platform shows me the progress of each one of the activities when they are being developed, this allows me to monitor the progress that each one of the employees has in the assigned activities, I really love this function since it allows me to know what percentage an employee has completed a specific activity, it also allows me to know if he is still a long way from combining any activity. Also, I love that this platform allows me to create all kinds of work teams, this work team creation function allows me to divide each of my employees into different work teams, so that I can assign group tasks, this function is very important to me since I can assign specific tasks or activities for the specific workgroup, I love being able to add or remove all kinds of participants in specific workgroups, Also, in each workgroup I can assign activities, assign roles and assign times delivery. Another feature that I liked about this platform is the great app you have for mobile devices, I currently have it installed on my iOS mobile device, and I love the general interface of this platform, it allows me to create work teams easily, visualize or monitor the progress of the activities, add participants from my work team and much more.
  • nTask platform is very useful for core teams to organize and maintain productivity. It has a highly customizable Kanban board, and personalized tasks and triggers are available. Tasks shorting option to filter priority tasks. Team discussion board for better collaboration. Advanced timesheet with automation.
  • Task management is one of the things that most concerns us within our sector and within the other sectors of the company, therefore we have chosen to use this platform called nTask, due to its great effectiveness when it comes to administering tasks Simultaneously, we had previously been using another service to manage tasks, but we realized that every day it generated more activities and it was quite complicated to manage them all, so we chose to use this platform because it offers us a much more extensive panel. The things that I liked the most about this platform were: 1.- It offers me a system in which I can hold meetings, so not only can I share activities and manage them within this platform, but I can also fill meetings within it, adding various participants and adding the people who will attend In addition, when I schedule this meeting within this platform, I can send the corresponding invitations by email in just a few steps and by pressing a single button, it is quite easy to manage a meeting. 2.- The monitoring of all the activities that are being developed can be done in real time, so it is quite easy to know the progress status that the employees have been having within the activities that have been assigned during a specific time. When you assign an activity to your work team, you can check its status, you can know if it has already completed an activity, the progress they have or if they have not yet completed it. 3.- You can create monitoring lists within this platform, these lists will help you receive a corresponding notice when the activities of a listing have been successfully completed, you will also receive immediate alerts from your mobile device or email when you are ready to be completed and the time specified within the planning has elapsed, this list is undoubtedly one of the best things, since you can know if the planning of various activities has been completed in the stipulated time. 4.- The mobile phone application also works wonderfully, as a project manager, my main objective is that all employees can comply with the planned activities to complete the projects, so this platform has been key to being able to monitor all those employees from my mobile phone.

Cons

  • The main negative feature of this software is that currently it does not have any kind of function to be able to attach notes to the scheduled tasks, therefore, every time you assign a new task for a specific work group or for an employee, you will have to First make sure you have Notes software integrated with that platform, so you can take notes using other software, since this platform has that built-in function. Another of the negative characteristics of this software is that although you can have a complete task management, currently it does not have any type of online Charles system, which allows employees to interact while they develop tasks, have A Chat implemented in this platform would help a lot so that a work group can develop all kinds of tasks and talk while they do it, so that they can share ideas, share solutions or share some type of information regarding the task they are developing. The last negative feature of this software is that it is not capable of detecting the activity that employees have while browsing the web, this platform is only capable of studying and monitoring and recording all the data of the activities carried out by employees on the computers that are using in your office, but it is not possible to record all the web browsing data you have during the working day.
  • Till now I haven't experienced any downside in the nTask platform.
  • One of the main negative things that this platform has is that it does not have an excellent analysis or statistics system to be able to measure the progress that employees have been making within the delivery of activities, this platform is not capable of measuring whether the delivery of activities has improved or has declined, in addition, it is not capable of measuring the improvement in the productivity of our employees, since this platform only provides us with very simple indications when it comes to knowing the progress of the delivery of activities, it gives us details very simple like the number of activities delivered, the average time for each activity and some other details that I really consider to be very simple, I consider that this platform should improve the system to statistically measure the progress of the employees. In addition, another negative thing about this task management platform is that the free trial they offer is very limited, since it does not allow you to create a work group of more than 50 participants, and it does not allow you to use Live Chat. with your work group, despite the fact that this Live Chat is very functional and provides successful benefits to optimize communication while carrying out various activities.
  • The user interface is not the best I have seen on the project management platform.
  • I have never presented any type of failure with this application, I have been using it in its web version, its version for computers and in the version for mobile phones, and at all times I have had a fairly complete experience which has helped me manage everything type of tasks, carry out a corresponding planning for specific dates and specific times, as well as it has helped me to have a correct administration of the activities with a much broader visualization, I can choose the mechanism of visualization of the activities, and know in a way much broader the number of activities scheduled for a specific period. I hope that this platform never gives me any kind of problems, we have currently been using it for a year and it has never given me any kind of failure.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Planfix
Founded: 2019
United States
planfix.com

Company Information

nTask
Founded: 2016
United States
www.ntaskmanager.com

Alternatives

Alternatives

Jira

Jira

Atlassian
Jira

Jira

Atlassian

Categories

Planfix supports Agile work through configurable Planners with Kanban, Scrum, and other variations. Teams can adapt backlogs, sprints, and boards to their own way of working instead of redesigning the process around a rigid tool structure. The same task can appear in different Planner views for developers, managers, and other teams without duplication, keeping everyone aligned around one source of work. Drag-and-drop actions can update task properties automatically, while Task Processes, automation, time tracking, Reports, and Task Chat connect Agile execution with the wider business context.

Planfix gives different business teams one connected management system instead of separating their work into isolated applications. Marketing can coordinate campaigns, Sales & Logistics can move from customer request to fulfillment, HR can organize employee-related work, Product teams can manage development, and Help Desk and Operations can run their own processes. Each team gets a Workspace tailored to its responsibilities while continuing to work with shared company data. This means handoffs between departments happen inside one environment, with less duplication and fewer gaps in context when work moves from one team to another.

Planfix provides no-code business process automation through scripts, Task Processes, custom statuses, buttons, templates, and event- and condition-based rules. The value is not just automating individual clicks: Planfix can move an entire process forward by creating tasks, updating records, sending messages and reminders, generating documents, and coordinating actions between employees and departments. Because automation works with the same tasks, Contacts, projects, and Objects teams use every day, companies can automate real end-to-end scenarios without building a separate automation layer. Planfix AI extends these workflows by analyzing information, extracting structured data, updating fields, and triggering the next action.

Planfix allows companies to model business processes around their own rules without programming. Instead of forcing teams into a predefined workflow, Task Processes, statuses, scripts, buttons, and Custom Objects can reflect how sales, approvals, service requests, operations, or document flows actually work in the company. Automation keeps routine transitions and actions consistent, while employees remain involved where judgment is needed. Reports then show what is happening across the process, helping managers identify bottlenecks, delays, and workload based on the data generated during real work.

Collaboration Supported

Planfix keeps collaboration inside the work itself. Discussions, files, decisions, and reminders stay attached to the task, so employees do not have to search through separate chats and email threads to understand what was agreed. Comments and Task Chat make it easy to involve colleagues, clients, and contractors while controlling what external participants can see. Even customers who communicate through email or messengers remain part of the same workflow. As a result, teams keep context, responsibility, and execution in one place instead of constantly switching between communication and work-management tools.

Contact Management Supported

Planfix Contacts provide a central place for working with clients, suppliers, contractors, partners, and other external contacts. Flexible fields let teams structure contact records around their own processes while keeping related tasks, files, and communication available in the same context. It does not matter whether a customer writes by email, WhatsApp, Telegram, social media, or another connected channel: the manager receives the message and replies directly from Planfix while the customer continues using the channel they prefer. This gives employees the full communication history when they need it and reduces the risk of losing requests between different inboxes and messengers

CRM Supported

Planfix is a cloud-based CRM Transformer that adapts customer relationship management to the way a company actually works. Flexible fields and processes let teams build sales pipelines around their own logic while keeping the full customer history in one place – from the first inquiry to the completed deal and further service. Messages from email, messengers, social media, and other channels stay connected to the customer, so managers do not have to reconstruct context across different tools. Planfix AI can extract customer data, collect missing details, classify requests, and launch follow-up actions, helping teams spend less time on manual CRM administration.

Digital Workplace Supported

Planfix provides a configurable digital workplace where employees can manage tasks, projects, communication, customer work, documents, schedules, and company information in one environment. Workspaces let each department or role focus on the menus, Planners, reports, and tools relevant to its responsibilities without isolating its data from the rest of the company. Employees get a simpler working environment, while managers keep processes connected across teams. Access settings control what internal and external users can see, and automation and AI reduce routine processing as information moves through the organization.

Planfix keeps employee communication connected to specific work instead of separating it into standalone chats. Comments and Task Chat give discussions a clear context: employees can exchange files, mention colleagues, quote earlier messages, add reminders, and return later to the full history of decisions without reconstructing what happened. Chronicle brings messages and events that require attention into one feed, so employees can respond, accept tasks, or set reminders without opening every task individually. The result is communication that supports execution rather than becoming another stream employees have to monitor separately.

Gantt Chart Supported

Planfix Gantt charts provide an interactive view of project schedules and dependencies rather than a separate static planning diagram. Managers can adjust dates, dependencies, delays, overlaps, and milestones directly on the chart and immediately see how those changes affect the project timeline. Baselines make deviations from the original plan visible, while multi-project capabilities help coordinate employees whose work spans several projects. Because the chart is built from actual Planfix tasks, planning remains connected to assignees, deadlines, project structure, and real execution data.

Idea Management Supported

Planfix helps turn ideas into organized work without losing the discussion around them. Whiteboard gives teams a visual space to explore ideas, connect related concepts, and agree on direction before moving into execution. When an idea is ready, it can become a Planfix task without losing momentum: the team can continue discussing it in Task Chat, attach files, assign responsibility, set deadlines, and track progress. This keeps the path from brainstorming to implementation visible and prevents promising ideas from disappearing into presentation decks, notes, or isolated brainstorming sessions.

Planfix gives IT and development teams a configurable environment for managing backlogs, sprints, tasks, requests, dependencies, and releases. The same work can be organized differently for developers, team leads, and managers without creating duplicate tasks or disconnected boards. Configurable Task Processes and scripts reduce manual routing and status updates, while Task Chat keeps technical discussions, files, and decisions next to the issue being worked on. Planfix AI can classify incoming requests and extract structured information, helping teams move faster from an unstructured request to a task ready for processing.

Kanban Supported

Planfix provides flexible Kanban boards through Planners. Teams can build lists around stages, statuses, assignees, priorities, projects, or other parameters that reflect how work actually flows. Moving a card can update the corresponding task value automatically, so the board becomes part of the process rather than just a visual representation of it. The same task can appear in different Planners without duplication, allowing employees and managers to organize shared work from different perspectives while staying aligned on one underlying task and its history.

Product Management Supported

Planfix supports product work from early ideas to development and release. Whiteboard, roadmaps, backlogs, tasks, and Agile workflows help teams keep strategy and execution connected instead of managing each stage in a separate tool. Product discussions, requirements, files, and decisions stay with the work as it moves forward, making it easier for different roles to understand why something is being built and what has already been agreed. Workspaces give product, development, and other teams views suited to their responsibilities, while Data Tags and Reports help evaluate time, costs, revenue, and other product metrics.

Productivity Supported

Planfix brings everyday work, communication, planning, and automation into one system so employees spend less time switching between tools and processing information manually. Planners and Chronicle help people focus on what needs attention now, while recurring tasks, templates, scripts, and reminders take routine actions out of employees' hands. Managers gain a clearer picture of priorities and workload without constantly asking for status updates. Planfix AI adds another productivity layer by summarizing long discussions, extracting data from messages, classifying requests, and helping employees find relevant company knowledge faster.

Planfix helps professional services teams connect clients, project delivery, time tracking, documents, and financial data in one working system. Employees can see the customer context together with the work being delivered, which makes it easier to move from communication to execution without losing agreements or project details. Planned and actual time, expenses, revenue, and other Data Tags provide the basis for understanding project performance, not just completion status. Templates and automation standardize recurring delivery stages, approvals, documents, and follow-ups, helping teams deliver services more consistently as the business grows.

Project Management Supported

Planfix supports projects of different sizes and complexity with configurable project structures, tasks, communication, planning, and reporting in one system. Teams can move from high-level project planning to everyday execution without losing the connection between deadlines, dependencies, discussions, files, and responsibility. Templates reduce setup time for recurring projects, while Gantt charts and Planners give managers and employees different views of the same work. Data Tags and Reports turn project activity into measurable data on time, costs, resources, and other metrics, helping managers see not only whether work is done, but how efficiently it is progressing.

Project Planning Supported

Planfix combines project structure, scheduling, dependencies, workload, and execution data in one planning environment. Gantt charts help managers see how changes in one task affect the wider schedule, while milestones, dependencies, and baselines make it easier to detect deviations before they become delivery problems. Planners provide practical views for day-to-day coordination after the initial plan is built. Because planning and execution use the same Planfix tasks, employees work with the current plan rather than with a schedule that has already become outdated in a separate tool.

Remote Work Supported

Planfix helps distributed teams organize employees as carefully as teams working from one office. Departments, workgroups, positions, time zones, work schedules, and time-off calendars give managers a reliable picture of how a distributed team is structured and who is available, while Temporary Replacement helps responsibilities keep moving when someone is away. External clients and contractors can participate through Planfix, email, or supported communication channels without gaining unnecessary access to internal data. Centralized task history, permissions, notifications, and reports help remote teams maintain context and accountability without relying on constant meetings.

Scheduling Supported

Planfix Planners combine personal and team scheduling with the tasks being performed. Employees can see what needs to be done and when, while managers can distribute work across days, hours, and team schedules without maintaining a separate planning layer. Recurring tasks simplify regular activities, and synchronized workload calendars make it easier to coordinate colleagues and avoid scheduling conflicts. Because the schedule is built around actual Planfix tasks, a change in timing or assignment stays connected to the underlying work instead of creating another version of the plan elsewhere.

Task Management Supported

A Planfix task is more than an item on a to-do list: it is a working space where execution and communication stay together. Assignees, deadlines, checklists, files, custom fields, subtasks, and process data give the team structure, while Comments and Task Chat preserve the conversations and decisions behind the work. Employees do not need to jump between a task manager and a messenger to understand what should happen next. Recurring tasks, Task Processes, Planners, reminders, automation, and Planfix AI make the same model useful for everything from simple assignments to long-running, multi-stage processes.

Time Tracking Supported

Planfix connects time tracking directly with the tasks and projects where employees do their work. Instead of collecting hours in a separate system, teams can record actual time through Data Tags while keeping it tied to the employee, task, project, and type of activity that produced it. This makes planned-versus-actual analysis more meaningful and gives managers a clearer view of where capacity is really being spent. Reports can then use the same data for project analysis, cost control, or hourly payment calculations without rebuilding the picture manually in spreadsheets.

Work Management Supported

Planfix connects day-to-day work with the business context behind it. Employees do not just see a list of assignments: tasks can carry customer information, files, communication, deadlines, project relationships, and process data, giving people the context needed to make decisions without searching across other systems. Planners and Workspaces let different teams organize the same shared work in ways that fit their responsibilities. Automation handles routine routing and updates, Chronicle surfaces what needs attention, and Reports give managers a current view of how work is progressing across teams.

Planfix helps organize how work moves between employees, teams, and stages. Custom statuses and scripts make handoffs predictable: the right person can be assigned automatically, reminders can be sent on time, and task data can change as work progresses. Planner views let different teams see the same workflow from the perspective that matters to them – by stage, employee, priority, project, or another parameter. Because communication, files, history, and process data remain attached to the task, the next person receives not just an assignment but the context needed to continue the work.

Planfix helps companies organize employees and working time within the same system used for everyday work. Departments, workgroups, positions, schedules, time zones, and time-off calendars give managers a clear operational view of who is available and how responsibilities are distributed. Temporary Replacement helps keep tasks and notifications moving when someone is absent, reducing the risk that work stalls because a key employee is unavailable. Custom employee fields and access settings let companies adapt employee records to their own structure while keeping workforce information connected with actual work.

Categories

Board Management Supported
Bug Tracking Supported
Collaboration Supported
Gantt Chart Supported
Issue Tracking Supported
Kanban Supported
Marketing Planning Supported
Meeting Supported
Product Management Supported
Product Roadmap Supported
Project Management Supported
Project Planning Supported
Project Tracking Supported
Remote Work Supported
Scheduling Supported
Strategic Planning Supported
Task Management Supported
Time and Expense Supported
Time Tracking Supported
Work Management Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Supported
Resource Management Supported
Retrospectives Management Supported
Status Tracking Supported
Supports Scrum Supported
Team Management Supported
Template Management Supported
Workflow Management Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Not Supported
Color Coding Not Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Product Management Features

Collaboration Supported
Feedback Collection Supported
Idea Management Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Supported
Workflow Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Remote Work Features

Collaboration Supported
Credential Management Supported
Electronic Signature Not Supported
Employee Monitoring Supported
Live Chat Supported
Meeting Management Supported
Project Management Supported
Remote Access Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Supported
Meeting Room Booking Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Digital Workplace Features

Activity / News Feed Supported
Calendar Management Supported
Chat / Messaging Supported
Content Management Supported
Document Management Supported
Employee Directory Supported
File Sharing Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Supported

Employee Communication Tools Features

Activity / News Feed Supported
Audio / Video Conferencing Not Supported
Blogs Not Supported
Chat / Messaging Supported
Employee Directory Supported
Event Calendar Supported
File Sharing Supported
Knowledge Management Supported
Newsletter Management Supported
Surveys & Feedback Not Supported

Idea Management Features

Activity Dashboard Supported
Brainstorming Supported
Collaboration Supported
Creator Tracking Supported
Idea Ranking Supported
Project Tracking Supported
Status Tracking Supported

Productivity Features

Collaboration Supported
Database Creation Supported
Document Creation Supported
File Sharing Supported
Notes Management Supported
Office Suite Supported
Presentation Tools Not Supported
Project Management Supported
Task Management Supported
Team Chat Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Workforce Management Features

Budgeting & Forecasting Supported
Contractor Management Supported
Employee Lifecycle Management Supported
Labor Projection Supported
Performance Appraisal Supported
Recruiting Management Supported
Scheduling Supported
Skills Tracking Supported
Time & Attendance Supported
Variable Workforce Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Not Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Not Supported
Resource Management Supported
Retrospectives Management Not Supported
Status Tracking Supported
Supports Scrum Not Supported
Team Management Supported
Template Management Not Supported
Workflow Management Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Not Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Not Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Not Supported
KPI Monitoring Not Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Product Management Features

Collaboration Supported
Feedback Collection Not Supported
Idea Management Not Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Not Supported
Workflow Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Not Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Not Supported
Employee Monitoring Not Supported
Live Chat Supported
Meeting Management Supported
Project Management Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Not Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Not Supported
Facility Scheduling Not Supported
Group Scheduling Not Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Not Supported
Real-time Scheduling Not Supported
Reservations Not Supported
Resource Scheduling Supported
Room Booking Management Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Not Supported
Collaboration Tools Supported
CRM Not Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Not Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Not Supported
Workflow Management Not Supported

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Not Supported
For Nonprofits Supported
Member Directory Not Supported
Minutes Management Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Bug Tracking Features

Backlog Management Supported
Filtering Supported
Issue Tracking Supported
Release Management Supported
Task Management Supported
Ticket Management Supported
Workflow Management Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Not Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Marketing Planning Features

Budgeting & Forecasting Supported
Collaboration Supported
Flowchart Supported
Goal Setting / Tracking Supported
Marketing Calendar Supported
Media Planning Supported
Predictive Analytics Not Supported
Presentation Tools Not Supported
Project Tracking Supported
Spend Management Supported

Meeting Features

Action Item Tracking Supported
Agenda Management Supported
Attendee Management Supported
Board Meetings Supported
Committee Meetings Supported
Internal Meetings Supported
Invitation Management Supported
Legislative Meetings Not Supported
Materials Management Not Supported
Meeting Feedback Not Supported
Meeting Preparation Tools Supported
Meeting Room Booking Not Supported
Minutes Management Supported
Post-Meeting Tools Supported
Scheduling Supported
Travel Management Supported
Voting Management Not Supported

Product Roadmap Features

Collaboration Supported
Content Import / Export Supported
Diagramming Not Supported
Drag & Drop Supported
Feature Management Supported
Milestone Tracking Supported
Prioritization Supported
Requirements Management Supported
Workflow Management Supported

Production Scheduling Features

"What If" Scenarios Not Supported
Automated Scheduling Not Supported
Bottleneck Optimization Not Supported
Capacity Planning Not Supported
Constraint Scheduling Not Supported
Job Scheduling Supported
Material Planning Not Supported
Priority-Based Scheduling Supported
Quality Control Not Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Resource Management Features

Capacity Management Not Supported
Data Visualization Supported
Demand Forecasting Not Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Not Supported
Utilization Management Not Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Not Supported
Roadmapping Not Supported
Scenario Planning Not Supported
Scorecards Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Integrations

Gmail Supported
Google Calendar Supported
Zapier Supported
Facebook Supported
Facebook Ads Supported
Facebook Messenger Supported
Instagram Supported
MailerLite Supported
Make Supported
Meta Ads Supported
Microsoft Office 2021 Supported
Microsoft OneDrive Supported
Microsoft Outlook Not Supported
Rambox Supported
Shift Not Supported
Telnyx Supported
Vonage Business Supported
WhatsApp Supported
Zadarma Supported
Zoom Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Zapier Supported
Facebook Not Supported
Facebook Ads Not Supported
Facebook Messenger Not Supported
Instagram Not Supported
MailerLite Not Supported
Make Not Supported
Meta Ads Not Supported
Microsoft Office 2021 Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Supported
Rambox Not Supported
Shift Supported
Telnyx Not Supported
Vonage Business Not Supported
WhatsApp Not Supported
Zadarma Not Supported
Zoom Supported
Claim nTask and update features and information
Claim nTask and update features and information