Project Management

Plan, collaborate, succeed!

The arrival of new projects and a reduced workforce often don't mix well. Not with Kafinea.

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PROJECT TASKS

Visualize the scope of the task (project)

Get the visibility you need to drive success at every level of your business. Divide projects into tasks and assign them to your team to increase collaboration.

Create customized milestones for each project to simplify the overview of your work and improve overall project efficiency.

PROJECT MILESTONES

Take the steps that count

With project milestones, you can mark the key dates that count for your project and see whether you're ahead, on time or behind schedule (it happens).

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FIXED-PRICE OR TIME-BASED INVOICING

Optimize your profitability

Manage your project accounting more precisely with automated invoicing and automated accounting, whether for projects invoiced on a fixed-price or time basis, or even a mixture of the two. Track your margins in real time.

Comments and Documents

Promote collaboration in your projects

Streamline exchanges between team members. Quickly add a note or attach a file to any task and stay connected with your teammates. Forget endless project follow-up meetings.

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Automation for project management

  • Autonomous AI agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the right order and adapt their actions continuously.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

    Integrate AI prompts into your workflows to automate calculations, analyses and decision-making based on your ERP data.

  • Interactive AI chatbot

    Ask questions about the data you have access to, and receive instant answers in text, tabular or graphical form.

  • Web forms

    Import data received from a contact form and use it in Kafinea.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • Project deadline reminders

    Set up notifications to the manager or collaborators when the due date for a project task is approaching.

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Advanced AI search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries and delivers relevant results.

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Type of invoicing by project task

    Choose flat-rate or time-based invoicing for each project task, and make it easy to automate your invoicing.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

  • Customizable workflows

    Create your workflows to automate the creation of a record, the update of a field, the sending of an email, and much more.

Advanced project management features

  • Applications

    Open jobs or tasks and allow users to make themselves available.

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Comments with attachments

    Share information and documents between colleagues via the Comments block in Kafinea records.

  • Advanced access rights per user

    Choose which actions are feasible or which information is visible to each user, down to the individual field.

  • Sending SMS

    Send a text message to a prospect, customer, supplier, or colleague with just one click.

  • Differential Invoicing

    Simplify your project invoicing follow-up with our invoicing progress assistant.

  • Filtering records by tag

    Group different recordings under the same tag to easily find them in one place, even if they come from different modules.

  • Dynamic and customizable email templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as you want using shortcodes.

  • Relational tabs

    Switch from one record to another related record with a single click using relational tabs.

  • Dependent picklists

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

Basic project management functions

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Personal calendar

    Add one-off or recurring activities and tasks to your Kafinea calendar and keep control of your schedule.

  • Project tracking diagram

    Visualize your project tasks and milestones from a simple, attractive diagram.

  • Record duplication

    Duplicate a record with a single click.

  • Sending emails

    Send an email to a prospect, customer, supplier, or colleague with a single click.

  • Export data in PDF format

    Export the data of your choice in PDF format.

  • Filtering tickets by priority

    Set a priority level for each ticket to facilitate the handling of emergencies.

  • Multi-currency management

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

  • Illustrative images

    Illustrate your recordings with an image to make them easier to identify.

  • Importing data in CSV format

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Project milestones

    Define key dates by which a certain stage of a project must be completed.

  • Automatic entry of customer information

    Import all your customer's information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • Manual payment entry

    Manually enter a payment received physically, by cheque or cash for example.

  • Customized naming sequences

    Set prefixes and suffixes for your document names and their incrementation.

  • Tracking of recordings

    Get notified when a record you are tracking is updated following an action by one of your colleagues or an automation.

  • Time tracking

    Keep track of the time spent by each employee on a specific project.

  • Project tracking table

    View all current tasks by priority and progress.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Filtered views

    Create the data lists with filtered views you need on a regular basis.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

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