Services
Project
Streamline your workflows with TailorERP, the ultimate project management app. Plan, track, and optimize projects for seamless team collaboration!
Overview
Intuitive user interface
Manage your projects with a user-friendly interface built for modern project management.
Project management tools
Customize each project to fit your needs by using stages, property fields, and tags, and set up priorities and color codes.
Property fields
Personalize your tasks by adding new fields for additional information.
Multi-project
Schedule meetings to review feedback and performance directly from the appraisal form, utilizing the integration with the Calendar application.
Automated actions
Manage single or multiple projects simultaneously, and conduct multi-project analysis and searches.
Mobile app
Easily track projects and tasks on the go. Stay connected at all times.
Views
Large screen view
Enhanced view for larger screens, featuring a scrollable chatter panel on the right.
Calendar view
Use the calendar view to oversee project deadlines. Easily reschedule tasks by dragging and dropping them in the calendar.
Kanban view
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.
Gantt view
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.
List view
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.
Tasks
Multi-channel
Manually create tasks or automate the process using email aliases, web forms, or batch imports.
Assign tasks
Assign a responsible person to a task and add followers who will be notified of any changes.
Rich text editor
Add headlines, links, media, and to-do lists to task descriptions. Collaborate virtually to boost your productivity.
Sub-tasks
Organize your work with multi-level subtasks for better structure. View subtasks directly from a task’s Kanban card.
Recurring tasks
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.
Batch actions
Utilize the List view to perform actions on multiple tasks with a single click.
Milestones
Utilize milestones to monitor key progress points that must be achieved to ensure success.
Dependencies
Establish task dependencies to create a structured framework and improve work organization. Tasks can be automatically rescheduled in the event of conflicts.
Convert task to ticket
Convert your task into a support ticket with just a few clicks.
Archive tasks
Archive completed tasks and view the ones that are still pending.
My tasks view
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.
Text shortcut
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.
Communication
Chatter
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.
Email integration
Communicate with your customers via email, with all correspondence automatically attached to the task for complete visibility.
Email and SMS templates
Utilize templates to send automated messages at various stages, including confirmations, customer satisfaction surveys, notifications, and more.
Customer satisfaction
Collect feedback using the customer satisfaction rating survey. Analyze overall ratings by project to enhance your processes.
Visibility levels
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.
VoIP
Make phone calls directly from the interface.
Custom alerts
Follow tasks with a single click and receive alerts for relevant activities.
Chat with users
Chat with other users directly from a task to get real-time answers. Add multiple users to a conversation to create a group chat.
Real-time collaboration
Collaborate on tasks with multiple colleagues simultaneously using TailorERP’s native HTML editor.
Customer portal
Portal users can access tasks and communicate about them all in one place.
Invoicing
Billing
Implement different billing policies for your clients: fixed price, milestones, or time and materials. Automatically generate invoices based on the time spent on tasks.
Invoicing policy
Determine when a timesheet should be invoiced: never (for internal or fixed price projects), at creation, or upon validation.
Project creation from Sales order
Effortlessly create a project or task from a sales order to streamline processes between teams.
Sales Order creation from Project
Generate a Sales Order directly from projects or tasks to simplify the invoicing process.
Reporting
Project Updates
Create project status reports with just a few clicks and gain an overview of your project’s profitability.
Budget management
Compare projected versus actual revenues and costs for your project.
Tasks Analysis
Obtain task statistics to evaluate the performance of your projects.
Burndown chart
Ensure your project is on track and monitor its progress.
Time tracking
Monitor expected and actual hours to forecast future workload.
Graph View
Track the expected and effective hours to forecast future workload.
Pivot View
Utilize the pivot table for tasks to conduct in-depth statistical analysis on your project’s performance.
Dashboard
Use predefined dashboards or create custom ones with the advanced reporting engine. Share filters with your team.