Customizations
Every firm is unique, as are its requirements. This means that adopting a project management platform that is one-size-fits-all is not your best bet.
Customize your project management software
Custom fields
Custom fields can be added to your layouts to help you capture the right information. A line, picklist, multi-user, multi-select, date, number, email, phone, or URL field are examples of these.
Custom status
Create custom statuses for projects, tasks, or issues based on the team, nature of work, or industry to ensure that everyone is aware of how a certain work item is developing.
Templates
Create templates for projects, tasklists, and tasks to save time. To get work done quickly, use these templates for similar projects that follow the same set of work items.
Layouts and fields
Using custom fields, you may create different layouts for projects, tasks, and issues based on changing project requirements. These fields, which can be a line, picklist, multi-user, multi-select, date, number, email, phone number, or URL field, let you collect the relevant information.
Service Level Agreements
Set up an escalation mechanism to ensure that concerns are tracked closely and resolved on time for your consumers. Define the criteria for escalation, develop several degrees of escalation, and alert the appropriate persons at the appropriate time.
Customized projects
There is no single option that will meet all of your requirements. Every organisation has distinct expectations and requires a flexible project management tool to meet those goals. Use custom fields, views, and templates to capture the relevant information, generate more accurate reports, and keep everyone informed.
Custom Functions
When an issue has been escalated to the highest level, you may choose to assign it to the manager, notify the manager through SMS, add a comment to the issue, or notify the customer that the issue has been handled. When a rule is activated, you can use custom functions to automate such notifications, call webhooks, and conduct any logic.
