Project Management

Plan, collaborate, succeed!

The arrival of new projects and a reduced workforce often don’t go well together. Not with Kafinea.

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PROJECT TASKS

Visualize the scope of the (project) task

Benefit from the visibility needed to drive success at all levels of your business. Divide your projects into tasks and assign them to your team to increase collaboration.

Create custom stages for each project to simplify your work overview and improve overall project efficiency.

PROJECT MILESTONES

Reach the stages that matter

With project milestones, you can mark the key dates that matter to your project and see if you are ahead of schedule, on time, or behind (it happens).

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FIXED-PRICE OR TIME-BASED BILLING

Optimize your profitability

Manage your project accounting more precisely with automated billing and automated accounting, whether for projects billed at a flat rate, by duration, or even a mix of both. Track your margins in real time.

Comments and Documents

Foster collaboration in your projects

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

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Automation at the service of project management

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

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

  • AI-powered advanced search

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

  • AI-Powered Automations

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

  • Autonomous AI Agents

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

  • Billing type per project task

    Choose flat-rate or time-based billing for each project task and simplify your invoicing automation.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

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

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Project deadline reminders

    Set up notifications for the manager or team members when a project task’s due date is approaching.

  • Reminder notifications

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

  • REST API

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

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

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

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced project management features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Applications

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

  • Comments with Attachments

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

  • Customizable fields

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

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Differential Invoicing

    Streamline your project invoicing tracking with our progress invoicing assistant.

  • 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 desired using shortcodes.

  • Filtering records by tag

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

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Send SMS

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

Basic project management features

  • Auto-fill Client Information

    Simply import all client information (postal address, SIRET number, email, etc.) into your documents by selecting the client.

  • CSV Data Import

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

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

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

  • Dynamic Widgets

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

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filter tickets by priority

    Set a priority level for each ticket to make it easier to handle urgent requests.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

  • Personal Calendar

    Add one-time or recurring activities and tasks to your Kafinea calendar and manage your schedule.

  • Project Dashboard

    View all ongoing tasks by priority and their progress.

  • Project milestones

    Set key dates by which a specific stage of a project must be completed.

  • Project Tracking Diagram

    Visualize your project tasks and milestones using a simple and attractive diagram.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

  • Sending Emails

    Send an email to a prospect, customer, supplier, or collaborator with one click.

  • Time Tracking

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

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